Client Success Associate
PointHaus Group
At PointHaus Group , we’re passionate about helping our clients succeed. We provide innovative marketing solutions that help businesses grow. We’re looking for a proactive and personable Client Success Associate to join our growing team and ensure our clients receive the support, guidance, and value they deserve. What You’ll Do As a Client Success Associate, you’ll be the go-to contact for our clients—ensuring they have a smooth experience, get the most from our products or services, and stay excited about partnering with us. Key responsibilities include: Building and maintaining strong, long-term relationships with clients. Serving as the main point of contact for client enquiries, support, and follow-ups. Assisting new clients through onboarding and training processes. Monitoring client accounts to ensure satisfaction and identify opportunities for growth. Gathering and analyzing feedback to improve client experience and internal processes. Collaborating with sales, marketing, and product teams to deliver seamless client experiences. Tracking client engagement and preparing regular reports on account health and performance. If you’re passionate about helping clients succeed and thrive in a fast-paced environment, we’d love to hear from you! #J-18808-Ljbffr
- ...make this market more accessible, this is the place. About the Role This is the seller's champion after they go live. As a Client Success Associate, you own the post-launch relationship for a book of sellers - their health, adoption, and retention. You are the person...SuggestedMonday to Friday
- ...know how to take care of people?We’re looking for a Registered Client Associate to:• keep management systems up-to-date with client... ...diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our...SuggestedFlexible hours
- ...Client Services Associate The Client Services Associate is responsible for providing customer service and transactional support to Wealth... ...Additionally, FBI Criminal Background and credit check must be successfully passed before job offer is presented. Minimum Work...SuggestedWork experience placement
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management... ...experience Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start dateProven ability to be a...SuggestedLocal area
- ...Your role We re looking for a Registered Client Service Associate to: Conduct order entry functions supporting the Financial Advisor We re looking... ...skills, experiences and backgrounds, who drive our ongoing success. Were dedicated to our craft and passionate about putting...SuggestedFull timeWork at officeFlexible hours
- ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united... ...and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Bank...Full timeTemporary workPart timeWork experience placementWork at office
- ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united... ...and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Banking...Full timeTemporary workPart timeWork experience placementWork at office
$70k - $100k
A financial services staffing firm in Miami is seeking a Client Services Associate to provide exceptional service to clients. The ideal candidate will have a bachelor's degree in finance, be bilingual in English and Spanish, and possess strong communication skills. Responsibilities...Full time$130k - $175k
...product capability to these firms and their clients as well as providing ongoing education,... ...prior endeavors. The Investor Services Associate should exhibit strong technical and... ...a dynamic environment.In addition, the successful candidate must meet the following qualifications...Full timeLocal area- ...premier wealth management team within JPMorgan Chase, seeks a Client Associate to support Financial Advisors and deliver tailored wealth... ...documentation, and assist in executing investment strategies. Success in this role requires a Bachelor's degree, Series 7 & 66 within...
- ...Seasonal Client Support Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent... ...too, and we're always championing your professional success and personal goals. Enjoy a flexible schedule and work that...Extra incomeFull timePart timeLocal areaFlexible hoursShift work
- ...advisors and their prospective and existing clients and other branch staff team members.... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and... ...ensure all assets and cost basis were successfully received. Monitors available cash awaiting...Work experience placementWork at office
$70k - $100k
...0/yr Additional compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing exceptional service to... ...deep understanding of financial products and markets. The successful candidate will work closely with clients to address their...Full timeLocal area- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible... ...bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high...Work at office
- ...education, legacy, and other life goals through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Full timeSeasonal workWork at officeWork from homeShift workDay shift
$100k
...You Make: The CIB – Pre & Post Trade Operations, Agency Desk Associate supports the middle office management of syndicated and bilateral... ...escalation protocols. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty...Hourly payContract workWork experience placementWork at officeShift work- ...Registered Private Wealth Client Associate - Bilingual Portuguese or Spanish Preferred Miami, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility...Seasonal workWork at officeWork from homeShift workDay shift
- ...Private Wealth Client Associate Miami, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position...Seasonal workWork at officeWork from homeShift workDay shift
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Bank organization, you will be based in Miami, Florida @ the PNC Festival Plaza Retail Branch....Full timeTemporary workWork experience placementWork at office
- ...their newly revamped brokerage business.Must have Series 7 additional licenses are a plus.The role focuses on delivering excellent client service by handling administrative tasks, account management, trade execution, documentation, and communication. The CSA works closely...
- ...Job Description Job Description A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and sophisticated estate planning documents....Private practice
- ...etc. Prepare meeting documents and other materials. Schedule meetings for team utilizing our group’s various applications Respond to client questions regarding accounts, policies, and procedures. Review daily activity and reconcile current client activity, fund transfers...
- A private wealth management firm is seeking a Senior Registered Client Associate to support Financial Advisors and their clients. This position requires investment knowledge, sound judgment, and the ability to manage client requests and transaction activity within a regulated...
- ...education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
- ...Amerant Bank in Coral Gables, FL is seeking a Client Services Associate to support Wealth Management Advisors with banking, investments and trust client service, KYC updates and onboarding. The role includes meeting coordination, calendar management, document collection...
- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you...Work at officeImmediate start
- ...history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...Work experience placementWork at office
- ...comprehensive estate planning solutions to their clients. By combining cutting-edge technology,... ...for Innovators! The ideal Support Associate both enjoys, and has experience in, the... ...occurrences, and communicate them to the Success Team. Assist in creating and maintaining...Temporary workRemote workFlexible hours
- ...Truist Financial Corporation in the United States is seeking a teller/relationship associate to ensure timely client transactions and accurate record-keeping while delivering superior service. You will guide clients on digital banking options and support sales and Integrated...Shift workWeekend workDay shift
- ...Jackson Hewitt - JobID: 100-167924885 [Customer Service Representative] As a Client Support Associate at Jackson Hewitt, you'll: Be the friendly face for all those who visit the offices, ensuring exceptional client experiences and providing essential support; Actively...Immediate start
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