Average salary: $114,660 /yearly
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...Job Description
Job Description Client Service Specialist
Summitry is a Bay Area wealth management firm with more than $2B in assets, 40+ employees, and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight...
Suggested
Full time
Local area
Immediate start
Flexible hours
...Answers and directs incoming telephone calls related to account services, online banking, mobile banking, and telephone banking.... ...including live chat and email. Responsible for telephone banking and onlin Client Service, Specialist, Customer Service, Banking, Retail...
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...performs work in a corporate location and reports to the Operations Coordinator of Enforcement Solutions. This position provides client services support to clients, public participants and internal team members by assisting with communications, accounting activities,...
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Contract work
Immediate start
Monday to Friday
...JANUS et Cie a reputable, design-focused leader in the furniture industry is seeking detailed individuals to work as a Client Services Specialist to support our Sales Reps in the coordination of all sales accounts for their particular territory.
For more than 40 years...
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Hourly pay
Holiday work
Outdoor
...Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially... ...account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our...
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Holiday work
Flexible hours
Night shift
...test of time for over 90 years by combining our traditional services with the latest online technology. We continue to build on... ...that made us who we are.
We are looking for a Client Service Specialist in our new Riverton location!
The Client Service Specialist...
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Holiday work
...cathaybank.com
GENERAL SUMMARY
Answers and directs incoming telephone calls related to account services, online banking, mobile banking, and telephone banking. Supports client inquiries via other channels including live chat and email. Responsible for telephone banking...
Suggested
Full time
Flexible hours
...Heavy outbound calls to prospective clients (70-100 per day)
Resolves product or service problems by clarifying the clients's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment...
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...PLACES TO WORK 2020-2022 AND FORTUNE BEST SMALL & MEDIUM WORKPLACES 2020 & 2022.
Begin a great career with Verve as a Client Services Specialist. This position's primary responsibility is to provide an amazing experience to both clients and internal teammates while...
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Hourly pay
Holiday work
Full time
Contract work
Work experience placement
Flexible hours
...place for you.
About the Opportunity:
We are seeking friendly and detailed individuals to join our Client Services team as a Client Services Specialist (onsite/in-person) located at our headquarters in Carlsbad, CA! Responsibilities include:
Take inbound (9...
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Holiday work
...firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary... ...please visit
Summary of Role:
As a member of the client service team, this role primarily supports the Advisors in all aspects...
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Holiday work
...registered investment Advisory firm with $20 B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary busines Client Service, Specialist, Support Advisor, Service, Wealth, Diversity, Business Services...
Suggested
...diploma or equivalent required; bachelor degree preferred
* 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required
* Knowledge of and experience with bank products, online banking...
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Bank staff
...path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level Client Service Specialist at Clear Concepts Management. In this role, you'll have the chance to build a...
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Local area
About the job Sr Client Services Specialist
Job Summary:
Interviews and determines customers' banking needs. Aides in selecting accounts and services best suited for the customer's particular needs and requirements. Accurately and efficiently opens and cross...
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Bank staff
...fan experience and providing game-changing solutions for our clients, and we're always looking for smart, motivated people to... ...keep the world cheering.
The Role
As a Ticketing/ Client Services Specialist in the Clubs Division at AXS, you will provide front-line, top...
Worldwide
...that involve interacting with the public? If so, we want to hear from you!
Reigning Enterprise is seeking an Entry Level Client Service Specialist who is ambitious and excels in interpersonal skills. Unlike traditional call center positions, this role offers a unique...
Flexible hours
...The Client Services Specialist provides proactive, engagement to support business demands through report generation with Power Bi, excel analysis, and other requests to serve client needs. This role works closely with Business Development to support new, existing, and...
Remote job
Full time
Home office
...Job Description:
We are actively seeking a motivated Client Services Specialist to join our driven, growing team. This pivotal role focuses on delivering superior customer service, both face-to-face and via phone while driving our sales efforts to achieve a minimum...
Full time
Part time
...Job Description
Job Description Client Service Associate
Wealth Management Firm
Redwood City, California
Established wealth management firm is seeking a Client Service Associate to join their team. This role is responsible for supporting the operational and...
