Employer Services Specialist - Client Success
Vestwell
Vestwell is hiring an Employer Services Associate in a hybrid role across our NYC, Austin, King of Prussia, and Scottsdale offices. You will handle incoming emails and calls, resolve client issues using company policies, and escalate when needed. Your cross-functional collaboration will ensure timely, data-driven client service. The role emphasizes quick, accurate decision-making, a strong customer-service mindset, and effective communication with advisers and employers to meet servicing needs #J-18808-Ljbffr Vestwell
- Vestwell is seeking an energetic Employer Services Associate to serve as the first point of contact for clients, answering emails and calls and resolving issues per policy. You will work cross-functionally with internal teams to ensure client satisfaction and timely resolutions...Suggested
$250k
...Client Success Representative Cardone Training Technologies, Inc. exists to reach and elevate all... ...have the opportunity to sell our Products/Services (and are trained on how to do so) As an equal opportunity employer committed to meeting the needs of a multigenerational...SuggestedFull timeLocal areaMonday to FridayWeekend work$250k
...Client Success Representative The Client Success Representative is responsible for driving revenue... ...targets. Ensure exceptional customer service to both new and existing clients,... ...to Diversity: As an equal opportunity employer committed to meeting the needs of a multigenerational...SuggestedWork at officeLocal area- ...all possible. As a full-service financial institution,... ...we do every day for clients and associates. Learn... ...Management Operations Specialist (Client Support).... ...preferred. ~ Demonstrated success with coaching, performance... ...an equal opportunity employer, and all qualified...SuggestedPermanent employmentFull timeTemporary workWork experience placementWork at officeRemote workFlexible hours
- ...technology firm based in Scottsdale, AZ is looking for a Financial Relationship Manager to support clients post-sale. This role focuses on client advocacy, ensuring successful platform use and satisfaction. The ideal candidate has 3-5 years of experience in fintech or...SuggestedWork at office
$120k - $150k
...Job Title: Senior Director of Client Relations Location: Fully Remote Employment Type: Full-Time Hours & Schedule... ...decision-making. The successful candidate will combine executive... ...additional consulting or strategic services Support business development...Full timeContract workRemote workFlexible hours- ...Wealth Management - Private Client Advisor - Scottsdale, AZ Location... ...outstanding customer service while staying committed to diversity... ...and support your teammates' success and the goals of the bank,... ...all states. Equal Opportunity Employer / Disability / Veterans We are...Full time
$17.12 - $26.97 per hour
...Branch Banking - Client Consultant II Location Scottsdale, AZ... ...achieve growth targets and execute successful sales initiative. Client... ...: Execute all sales, service, and banking transactions accurately... ...is an Equal Opportunity Employer We are committed to providing...Local area- ...Customer Success Representative Are you a natural communicator with strong presentation... ...point of contact for a portfolio of clients; educating, supporting, and advocating for... ...Learn more: We are an Equal Opportunity Employer Black Diamond Group is committed to...
$200k
...and protect ambition: for the clients who count on us, and equally... ...commitment to one another’s success. We foster bold ideas, celebrate... ...risk management products and services. We are seeking dynamic and... ...degree (4-year degree) Equal Employment Opportunity HUB International...Local areaFlexible hours- Registered Client Service Associates provide exceptional service to our clients and support Financial... ...Leading with a client first mindset, a successful candidate for this role will have... ...Morgan Stanley is an equal opportunity employer committed to building and maintaining a...Work at officeLocal area
- ...’re a diversified financial services leader with more than $1.5 trillion... ...business and institutional clients. We are a longstanding... ...ensure new business paperwork successfully submitted which includes... ...require visa sponsorship for employment in the United States (e.g.,...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- Openforce in the United States is seeking a Client Services Representative II to ensure a seamless experience for our SaaS clients. You will communicate by phone, email, and chat, troubleshoot issues, and advocate for client needs to drive adoption and satisfaction. You...Hourly payFull time
- Registered Client Service Associates provide exceptional service to our clients and support Financial... ...Leading with a client first mindset, a successful candidate for this role will have... ...Morgan Stanley is an equal opportunity employer committed to building and maintaining a...Work at officeLocal area
- ...their prospective and existing clients and other branch staff team... ...history and recognition for service and excellence in the... ...assets and cost basis were successfully received. Monitors available... ...vary based on position and employment status. To view more details...Work experience placementWork at office
- ...Client Sales Representative (Entry-Level) Summit Sky Consulting Remote | United States... ...you build the skills needed for long-term success. Whether you are a recent graduate,... ...communication and provide excellent customer service Participate in training, coaching, and...Full timeRemote workWork from home
$55k - $60k
Customer Success Specialist Location: On Site Full-time: $55,000 - $60,000... ...professionals. Our two products — Client Experience (CX) and Trust... ...operations, or financial services Hands‑on experience with Intercom... ....ai is an equal opportunity employer. We consider all qualified...Full timeWork at officeImmediate startRemote work3 days per week- A financial services firm in Scottsdale is seeking a Client Support Specialist to enhance client relationships and provide administrative support. Key responsibilities... ...and communication skills are crucial for success in this fast-paced environment, making this role...
- ...building strategies. We are dedicated to your success, focusing on your triumphs and peace of... ...time on-site role for a Sr. Registered Client Specialist located in Scottsdale, AZ. The Sr.... ...be responsible for managing client services, providing financial insights, supporting...Full timeRemote work
- ...Job Description Client Sales Representative (Entry-Level) \n Summit Sky Consulting... ...you build the skills needed for long-term success. \n \n Whether you are a recent graduate... ...and provide excellent customer service \n Participate in training, coaching,...Remote jobWork from home
- ...Private Client Banker In Branch Banking You have... ...the best products and services for their needs Partners with Specialists (Private Client Advisors... ...skills ~ Demonstrated success using a value-added, relationship... .... As such, an employment offer for this position...Immediate startAfternoon shift
- ...oriented Healthcare Administrative Assistant to support our Client Services team. This role includes administrative support, managing incoming... ...office experience is helpful but not required. YOU'LL BE SUCCESSFUL IF YOU: Enjoy staying organized and working with detailed...Work at office
$26 - $35 per hour
...the future of mobility.As a Service Advisor at Lucid, you will be... ...customer service to our clients and ensuring an exceptional... ...for a minimum of 3 years and successfully complete Lucid Training upon... .... We are committed to equal employment opportunity regardless of race...Hourly payWork at office$160k - $200k
...level role with ownership of client delivery, tax advisory, team... ...build and shape a growing tax services practice serving entrepreneurs... ...their financial and business success. Enjoy a comprehensive... ...the ground up. Confidential Employer. Job Description Own...$19 - $24 per hour
EOE Statement We are an equal employment opportunity employer. All... ...Behavioral Health Technician (BHT) / Client Support Staff Scottsdale, AZ... ..., caregiving, recovery services, or another human-services setting... ...Fingerprint Clearance Card. Successful completion of required...Shift work$250k
...seeking a high‑performing Director of Tax Services to own client delivery and team execution within our... ...are building generational wealth. SUCCESS LOOKS LIKE A client portfolio managed... ...TO DIVERSITY As an equal opportunity employer committed to meeting the needs of a multigenerational...Local areaRemote workShift work- ...Client Services Associate - IV Nutrition Scottsdale Do you thrive on providing exceptional customer service and have a passion for health... ...forward to hearing from you! We are an equal opportunity employer and value diversity at our company. We do not discriminate on...Full timePart time
$65k
...and Investment News, Mission Wealth is hiring a growth-minded Client Services Representative to join our high-performing Operations... ...letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite...Full time- ...the opportunity? As a Registered Client Associate(RCA)/Branch Service Manager (BSM) at RBC Wealth... ...to our communities, and achieving success that is mutual. A comprehensive... ...of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH...Full timeWork at officeFlexible hours
$15 - $18 per hour
...welcoming new employees and clients, and help setting up their employee... ...orders, gift card customer service and other emails Perform... ...Disclaimer All offers for employment with Exquisite Software are... ...upon the candidate having successfully completed a criminal background...Casual workWork at officeLocal area
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