Client Services Associate

1 month ago


Fort Lauderdale, United States Ascendo Resources Full time

Seeking a Client Services Associate to join a growing financial services team in Fort Lauderdale for a hybrid opportunity This person will be responsible for reviewing and processing new accounts, data entry, and communicating with clients over the phone & email. Looking for a candidate with excellent written and oral communication skills and be able to make decisions independently.



Your role:

  • Build and maintain strong relationships with clients by understanding their needs, addressing inquiries promptly, and proactively offering solutions to enhance their experience.
  • Serve as the primary point of contact for client inquiries and provide timely and accurate responses via phone, email, or other communication channels. Resolve client issues effectively and ensure a high level of client satisfaction.
  • Assist in onboarding new clients, ensuring a smooth transition and proper implementation of our products or services. Provide ongoing support and guidance to existing clients, including conducting regular check-ins and providing product updates.
  • Collaborate with internal teams such as sales, product development, and operations to address client needs, communicate feedback, and coordinate solutions. Act as a liaison between clients and internal departments to ensure seamless communication and efficient issue resolution.
  • Maintain accurate and up-to-date client records, activity logs, and documentation of client interactions. Generate reports on client satisfaction, issue resolution, and account growth as required.
  • Actively contribute to process improvements and share client feedback to enhance overall client experience.



Qualifications:

  • Bachelor's degree in business administration, marketing, or a related field (preferred).
  • Previous experience in a client-facing role, such as client services, account management, or customer support.
  • Excellent interpersonal and communication skills, with the ability to build rapport and establish trust with clients.
  • Strong problem-solving and analytical abilities, with a proactive and solution-oriented mindset.
  • Exceptional organizational skills, with the ability to manage multiple priorities and meet deadlines.
  • Proficiency in using CRM systems, customer support tools, and Microsoft Office suite.




Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.



  • Fort Lauderdale, Florida, United States Ascendo Resources Full time

    Client Services AssociateAscendo Resources is seeking a highly skilled Client Services Associate to join our team. As a key member of our client-facing team, you will be responsible for building and maintaining strong relationships with clients, addressing their inquiries promptly, and providing timely and accurate responses via phone, email, or other...


  • Fort Lauderdale, United States Ascendo Resources Full time

    Seeking a Client Services Associate to join a growing financial services team in Fort Lauderdale for a hybrid opportunity! This person will be responsible for reviewing and processing new accounts, data entry, and communicating with clients over the phone & email. Looking for a candidate with excellent written and oral communication skills and be able to...


  • Fort Lauderdale, United States Ascendo Resources Full time

    Seeking a Client Services Associate to join a growing financial services team in Fort Lauderdale for a hybrid opportunity! This person will be responsible for reviewing and processing new accounts, data entry, and communicating with clients over the phone & email. Looking for a candidate with excellent written and oral communication skills and be able to...


  • Fort Lauderdale, United States Ascendo Resources Full time

    Seeking a Client Services Associate to join a growing financial services team in Fort Lauderdale for a hybrid opportunity! This person will be responsible for reviewing and processing new accounts, data entry, and communicating with clients over the phone & email. Looking for a candidate with excellent written and oral communication skills and be able to...


  • fort lauderdale, United States Ascendo Resources Full time

    Seeking a Client Services Associate to join a growing financial services team in Fort Lauderdale for a hybrid opportunity! This person will be responsible for reviewing and processing new accounts, data entry, and communicating with clients over the phone & email. Looking for a candidate with excellent written and oral communication skills and be able to...


  • Fort Lauderdale, United States Ascendo Resources Full time

    Seeking a Client Services Associate to join a growing financial services team in Fort Lauderdale for a hybrid opportunity! This person will be responsible for reviewing and processing new accounts, data entry, and communicating with clients over the phone & email. Looking for a candidate with excellent written and oral communication skills and be able to...


  • Fort Lauderdale, Florida, United States Ascendo Resources Full time

    Job Title: Client AssociateAscendo Resources is seeking a highly skilled Client Associate to join our team. As a Client Associate, you will play a critical role in ensuring the smooth operation of our client accounts.Key Responsibilities:Process new account openings, updates, and closures in accordance with firm policies and regulatory standards.Maintain and...


  • Fort Lauderdale, United States Gallagher Full time

    Introduction: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...


  • Fort Lauderdale, United States Teleperformance USA Full time

    Category : Customer Service/Support About TP Teleperformance is a global, digital business services company. We deliver the most advanced, digitally powered business services to help the world’s best brands streamline their business in meaningful and sustainable ways. With more than 500,000 inspired and passionate people speaking more than 300...


  • Fort Lauderdale, Florida, United States Ascendo Resources Full time

    Client Services AssociateWe are seeking a highly skilled and motivated Client Services Associate to join our growing financial services team in Fort Lauderdale. This is a hybrid opportunity that requires excellent written and oral communication skills, as well as the ability to make decisions independently.Your Role:Build and Maintain Strong Relationships:...


  • Fort Lauderdale, Florida, United States Ascendo Resources Full time

    Client Services AssociateWe are seeking a highly skilled Client Services Associate to join our team at Ascendo Resources. As a key member of our financial services team, you will be responsible for delivering exceptional client experiences and ensuring seamless communication with our clients.Key Responsibilities:Build and Maintain Client Relationships:...


  • Fort Lauderdale, United States VCA Animal Hospitals Full time

    Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners expectations. Were looking for a personable yet...


  • Fort Lauderdale, Florida, United States Ascendo Resources Full time

    About the Role:We are seeking a highly skilled Client Services Associate to join our team at Ascendo Resources. As a key member of our financial services team, you will be responsible for building and maintaining strong relationships with clients, addressing their inquiries promptly, and proactively offering solutions to enhance their experience.Your Key...


  • Fort Lauderdale, Florida, United States The Bank of America Corporation Full time

    Position Overview:The Bank of America Corporation is a prominent entity in the financial services sector, offering a wide range of wealth management solutions and investment services tailored for individuals, corporations, and institutions.Role Responsibilities:As a Registered Wealth Management Client Associate, you will play a crucial role in supporting our...


  • Fort Lauderdale, United States Postal Center International Full time

    Duties / Responsibilities: Track and monitor client account health and provide recommendations for successful client retention. Ensure that all performance deliverables are submitted within the assigned scope and on time. Responsible for working directly with clients and internal teams to ensure client jobs are completed correctly, promoting a positive...


  • Fort Lauderdale, United States Banfield Full time

    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clien Client Service, Coordinator, Spanish, Bilingual, Service, Hospital, Animal Care, Retail


  • Fort Lauderdale, United States Spectraforce Technologies Full time

    Title: Client Services Coordinator Location: 401 E Las Olas Blvd., Suite 1500, Fort Lauderdale, FL 33301 Assignment Duration: 1+ MonthResource's typical working day: Following up with brokers Comfortable with numbers and putting together vouchers Ordering signage for properties Putting together tour books and surveys Putting together email marketing...


  • Fort Mill, South Carolina, United States Associate Staffing Full time

    pAsakeymemberofAssociateStaffing\u2019sFinancialServicesteam,youwillplayavitalroleinsupportingFinancialAdvisorswithnewaccountcreationandmoneymovement./ppKeyResponsibilities:/pulliAssistnewadvisorsinonboardingtheirbooksofbusiness./liliProvidevirtualandin-personsupportwithaccountopeningandmoneymovement./liliCommunicatewithAdvisorsonoutstandingtasks./li/ulpRequ...


  • Fort Lauderdale, Florida, United States Banfield Full time

    Job SummaryThe Client Service Coordinator plays a vital role in driving the flow of clients and pets through our hospital, maximizing the productivity of our veterinary medical team, and ensuring exceptional client care. This role requires strong communication and organizational skills, as well as the ability to multitask and prioritize tasks effectively.Key...


  • Fort Atkinson, Iowa, United States BillionToOne Full time

    Job Title: Client Services AssociateBillionToOne is a pioneering molecular diagnostics company dedicated to developing innovative diagnostic tests that empower healthcare professionals to make informed decisions. Our cutting-edge QCT molecular counting technology has revolutionized disease detection, and we're seeking a highly motivated Client Services...