Client Services Associate
TradeJobsWorkForce
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs. TradeJobsWorkForce
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Arlington, VA vacancy
$33.28k - $85k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...SuggestedTemporary workWork at officeLocal areaWork visa711 MS Smith Barney, LLC
Washington DC3 days ago$27 - $31 per hour
...RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable...SuggestedHourly payWork at officeLocal areaRH-USA Inc
McLean, VA9 hours ago$90k - $110k
...meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you’ll collaborate closely with lead advisors to ensure clients...SuggestedFull timeSummer workWork at officeLocal areaImmediate startFlexible hoursBrighton Jones
Washington DC14 days ago$60k - $70k
...you're looking to grow your career in financial services and make a meaningful impact through exceptional client service, Coldstream has a fantastic opportunity... ...largest wealth management teams. As a Client Service Associate, you'll work alongside experienced professionals...SuggestedTemporary workWork at officeColdstream Wealth Management
Washington DC19 days ago$22.64 per hour
...Job Description Job Description Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"—you are the engine that keeps our workplace humming. You are...SuggestedFull timeTemporary workPart timeWork experience placementImmediate startSPS North America
Washington DCa month ago- ...Our client a prestigious Private Wealth Management firm is seeking a highly motivated and experienced Senior Registered Client Service Associate (CSA) to join our team in Washington, DC . This role is integral to supporting our high-net-worth clients and financial advisors...Work at officeRemote work
Phyton Talent Advisors
Washington DC9 hours ago - A leading financial services firm is seeking a Registered Client Service Associate in McLean, Virginia, to provide exceptional support to clients and Financial Advisors. The ideal candidate will have strong client service and interpersonal skills, with at least two years...
$33.28k - $85k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area- ...taste on a global level, curating luxury home furnishings and building an ecosystem that positions RH as a thought leader. Client Services Associates are integral to providing luxury service and assessing client needs. This role is ideal for an innovator with a sense of...Work at office
- ...specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through... ...Description Position Summary: The Client Service Associate (CSA) plays a critical role in delivering a first...Work at office
- Morgan Stanley is hiring a Registered Client Service Associate in Washington, DC to support Financial Advisors and client relationships. The role involves processing money movements, handling client inquiries, onboarding accounts, and educating clients on digital tools...
$35.63k - $85k
Client Service Associates Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...Temporary workWork at officeLocal area$35.36k - $90k
POSITION SUMMARY:Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...Temporary workWork at officeLocal areaWork visa- ...Client Services Associate We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required; we provide...Immediate startFlexible hours
$80k - $85k
...dedicated to rethinking possibilities for our clients. By delivering the combined power of our... ...About the Team: The Client Service team is part of a small boutique office... ...are looking for our next Client Service Associate to support our growing business. Successful...Full timePart timeWork at officeFlexible hoursInvesco
Washington DC2 days ago- ...Job Description Job Description Job Title: Client Services Lead Reports To: The Client Services Lead will report to... ...Manages outgoing mail/package transactions. Performs duties associated with shipping and receiving of materials. Notifies...Work experience placement
SPS North America
Washington DC20 days ago $365k - $420k
...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join...Work at officeDirect Counsel
Washington DC13 days ago- Fwainvest is seeking a Registered Client Service Associate in Washington, DC. The role involves providing top-notch administrative support to financial advisors and clients, with a focus on communication and organizational skills. The ideal candidate should possess a strong...
$24 - $30 per hour
...established private financial planning practice in Bellingham, Washington, is seeking a dependable, detail-oriented Client Service & Operations Associate to help deliver an organized, responsive experience for clients and keep the office running smoothly. This is a central...Hourly payPart timeInternshipPrivate practiceWork at officeJambalaya Group
Washington DCa month ago- ...Client Services Associate The Client Services Associate (CSA) assists with the delivery of WIC services over the phone at a CCI site, to assure the provision of high-quality, cost-efficient, culturally sensitive services that comply with all Federal, State, and local...Work at officeLocal areaImmediate startMonday to Friday
Community Clinic
Silver Spring, MD2 days ago - Job Posting The request could not be satisfied. Request blocked. We can't connect to the server for this app or website at this time. There might be too much traffic or a configuration error. Try again later, or contact the app or website owner. If you provide content...
Edelman Financial Engines
Alexandria, VA1 day ago $60k
...that is committed to providing thoughtful, well informed financial guidance and exceptional service. This small, close knit office values its employees as much as its clients and maintains a strong culture centered around ethics, integrity, collaboration, and intellectual...Full timeWork at officeFlexible hoursROCS Grad Staffing
Reston, VA2 days ago$55k - $75k
...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...Work experience placementWork at officeRaymond James Financial Services
Bethesda, MD3 days ago- ...Description The Mission Acorn Financial Services integrates tax strategists, estate... ...managers to build one unified plan for our clients. Operating at this level of integration... ...infrastructure. As a Mid-Level Client Services Associate, your mission is to own the post-sale...Flexible hoursShift work
Acorn Financial Services Inc
Reston, VAa month ago $80k - $90k
...JUNIOR CLIENT SERVICE ADVISOR Location: Bethesda, MD Job Type: Full-Time Compensation: Low–Mid $70,000s Schedule: Monday–Friday, 9:00 AM–5:00 PM POSITION SUMMARY We are seeking a Junior Client Service Advisor to provide day-to-day operational and client...Full timeWork at officeMonday to FridayBethesda, MDa month ago- ...Job Description Job Description Job Title: Mailroom Associate Reports To: The Client Service Associate/ Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client...Work experience placementFlexible hours
SPS North America
Herndon, VA5 days ago $35.36k - $90k
...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...Temporary workWork at officeLocal areaWork visaMorgan Stanley
Bethesda, MD9 hours ago- ...Our mission is to enrich the lives of our clients and their families by providing quality independent... ...providing a high degree of attention and service. McDermott Armati Wealth Strategies is seeking a Registered Client Service Associate who shares our vision and mission. This...For contractorsWork experience placementWork at office
$55k - $75k
...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...Work experience placementWork at office- Bank of America’s Merrill Wealth Management is seeking a client service professional to support Financial Advisors, delivering personalized service and cross-team collaboration in an in-office culture. You will handle client materials, deepen relationships, and coordinate...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
Related searches
- food service officer Arlington, VA
- facility service associate Arlington, VA
- staff services manager Arlington, VA
- patient service specialist Arlington, VA
- full time service advisor Arlington, VA
- information technology and services consultant Arlington, VA
- services specialist Arlington, VA
- transaction services specialist Arlington, VA
- car service advisor Arlington, VA
- veterans service officer Arlington, VA