Client Services Associate
4 days ago
YOUR ROLE:
As part of the Client Services Associate Function, you will assist with the operations associated to client care, relationship services, information services, and marketing initiatives. Activities such as serving as the direct point of contact for prospects and clients, assisting with the promotion and organization of client events, and the completion of administrative tasks for the office.
HOW YOU WILL MAKE AN IMPACT:
Client Relations:
- Partner with clients to provide detailed answers regarding client files, case updates, and applications
-Provide customer service for product or portfolio questions related to non-portfolio or non- performance related inquiries
-Manage monetary transfers and transactions
-Prioritize customer problems for the Advisor based on knowledge of products and services
-Document and update client records within internal client relationship management system
-Handle all in-bound/out-bound client inquiries and complaints; verbal, phone, writing
-Work with the Principal Financial Advisors and team members to administer, participate, and optimize all prospect events (seminars, webinars, etc.) as well as client education or appreciation events.
Administrative Support:
-Calendar and appointment management for the Advisor
-Client file maintenance and audits
WHY YOU ARE THE RIGHT PERSON:
-3+ years of experience in an administrative or client services function
-Strong working knowledge of Microsoft Office Suite
-Proven ability and continued interest working in a team-based environment with multiple changing responsibilities and accountability
-Proven experience with client relations and/or relationship building
-Proven experience providing exemplary verbal and written communication
-
Client Services Associate
3 days ago
Chester, United States FIG Talent Solutions Full timeYOUR ROLE: As part of the Client Services Associate Function, you will assist with the operations associated to client care, relationship services, information services, and marketing initiatives. Activities such as serving as the direct point of contact for prospects and clients, assisting with the promotion and organization of client events, and the...
-
Verizon Customer Service Associate
4 months ago
Chester, United States A&H Management Full timeJob DescriptionJob DescriptionWE ARE HIRING A SPIRITED VERIZON CUSTOMER SERVICE ASSOCIATE TO JOIN OUR TEAM! Are you excited to bolster your customer service and sales prowess and have fun while doing so? Look no further, because we are seeking new talent to join our customer service and sales team as a Verizon Customer Service Associate. We are looking for...
-
Client Relations Associate
4 weeks ago
Chester, Virginia, United States MGN Foundation Full timeJob OverviewAre you eager to embark on a rewarding journey in customer support and contribute positively to our mission? Join MGN Foundation, a vibrant organization committed to delivering exceptional outcomes for our stakeholders. As a Customer Support Specialist, you will be instrumental in fostering customer connections and effectively advocating for our...
-
Nutritional Services Associate
1 month ago
Chester, Pennsylvania, United States UHS Full timePosition Overview KeyStone Center is dedicated to providing exceptional treatment for individuals facing substance use disorders and dual diagnoses. Our facility is strategically located to ensure accessibility for both local and out-of-state clients. Role Summary The Nutritional Services Associate plays a vital role in ensuring a hygienic and organized...
-
Client Service Coordinator
3 weeks ago
West Chester, Pennsylvania, United States Fiorelli Financial Group, LLC Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Fiorelli Financial Group, LLC.This part-time role will involve handling various administrative tasks, providing exceptional customer service, and supporting our clients with their insurance needs.Key Responsibilities:Client Communication: Respond...
-
Sales & Customer Service Associate
3 weeks ago
Chester, United States Massage Envy Full timeOverview: Where Better Careers Begin! Massage Envy Chester: 145 Route 206 S. Chester, NJ 07930 Do you have a passion for helping others? At the Massage Envy Chester franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent experience and growing our...
-
Client Service Representative
7 days ago
Port Chester, New York, United States Sonic Healthcare Full timeJob SummaryWe are seeking a highly skilled and dedicated Client Service Representative to join our team at Sonic Healthcare USA. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving issues, and ensuring seamless communication with our internal and external stakeholders.Key...
-
Client Service Representative
1 month ago
Port Chester, United States CBLPath Full timeJob Functions, Duties, Responsibilities and Position Qualifications:Quality is in our DNA -- is it in yours?You are a superhero when it comes to patient specimens. You’ve got problem-solving instincts, a passion for patient care, and the drive to keep things running smoothly. You’re also looking for great benefits, the support of an all-star team, and an...
-
Client Service Specialist
2 months ago
West Chester, United States Applebrookinn Veterinary Center and Pet Resort Full timeJob DescriptionJob DescriptionBenefits:401(k) matchingBonus based on performanceCompany partiesCompetitive salaryDental insuranceEmployee discountsHealth insuranceOpportunity for advancementPaid time offProfit sharingTraining & developmentVision insuranceJob descriptionApplebrook Inn Veterinary Center and Pet Resort is a full service animal care facility...
-
Client Service Representative
2 weeks ago
Port Chester, New York, United States CBLPath Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Client Service Representative to join our team at CBL Path, Inc. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving issues, and ensuring seamless communication with our internal and external stakeholders.Key...
-
Customer Service Associate
1 month ago
West Chester, United States KOP Solutions, Inc Full time $40,000 - $50,000Job DescriptionJob DescriptionWe are currently looking for an entry-level individual with a customer service or sales background for their full-time Customer Service Associate position. For this position, our client has found that candidates who have worked in retail, restaurant, hospitality, sales, or customer service industries excel as they have the...
-
Client Service Representative
3 months ago
Port Chester, United States CBLPath Full timeJob Functions, Duties, Responsibilities and Position Qualifications: Quality is in our DNA -- is it in yours? You are a superhero when it comes to patient specimens. Youve got problem-solving instincts, a passion for patient care, and the drive to keep things running smoothly. Youre also looking for great benefits, the support of an all-star team, and an...
-
Client Service Representative
3 months ago
Port Chester, United States Sonic Healthcare Full timeJob Functions, Duties, Responsibilities and Position Qualifications: Quality is in our DNAis it in yours? You are a superhero when it comes to patient specimens. You've got problem-solving instincts, a passion for patient care, and the drive to keep things running smoothly. You're also looking for great benefits, the support of an all-star team, and an...
-
Pharmacy Service Associate
3 weeks ago
Chester, Virginia, United States Rite Aid Corp. Full timeRite Aid Corp. Pharmacy Service AssociateWe are seeking a skilled Pharmacy Service Associate to join our team at Rite Aid Corp.Key Responsibilities:Enter sales into the cash register and process paymentsManage the pharmacy will-call area, including placing and retrieving prescriptions for customersTake prescription information from customersAssist customers...
-
Member Services Associate
4 months ago
Chester, United States YMCA of Greater Richmond Full timeJob DescriptionJob DescriptionThe Chester Family YMCA is currently seeking a part time, personable Member Service Associate who enjoys working in a fast paced environment to provide quality service to members and prospective members. Looking for candidates who are available to work nights and weekends. This part time position starts at $12.00 per hour.DUTIES...
-
Client Relations Specialist
1 month ago
Chester, Pennsylvania, United States Motion LLC Full timePosition OverviewThe Customer Support Associate will collaborate closely with sales, operations, and our valued clients to manage all aspects of order processing. This includes overseeing order management, addressing inquiries via phone and email, coordinating pricing requests, expediting shipments, and handling Return Material Authorizations (RMAs). This...
-
Member Services Associate
3 weeks ago
Chester, Virginia, United States YMCA of Greater Richmond Full timeMember Services AssociateWe are seeking a part-time Member Services Associate to provide exceptional service to our members and prospective members. This role requires a personable and detail-oriented individual who can work effectively in a fast-paced environment.Key Responsibilities:Answering phone calls and responding to member inquiriesGreeting members...
-
Building Services Associate
4 weeks ago
Chester, Virginia, United States Tedesco Building Services, Inc. Full timeJob SummaryWe are seeking a reliable and motivated individual to join our team as a Commercial Cleaner at Tedesco Building Services, Inc.Key Responsibilities:Perform daily cleaning duties, including vacuuming, dusting, sweeping, mopping, and restocking supplies.Organize and maintain custodial closets and spaces to ensure efficient operations.Ensure the...
-
Financial Services Associate
4 weeks ago
West Chester, Pennsylvania, United States Atria Wealth Solutions Full timeJob OverviewThe Financial Services Associate position at Atria Wealth Solutions offers a unique opportunity to play a key role in the success of the organization.Key ResponsibilitiesBuild and nurture strong client relationships through exceptional member service and financial expertiseProcess new account applications and financial requests with accuracy and...
-
Pharmacy Service Associate
3 weeks ago
Chester, Virginia, United States Rite Aid Corp. Full timeAbout the Role:We are seeking a highly skilled and detail-oriented Pharmacy Service Associate to join our team at Rite Aid Corp. As a Pharmacy Service Associate, you will play a critical role in providing exceptional customer service and ensuring the smooth operation of our pharmacy.Key Responsibilities:Process Sales and Payments: Enter sales into the cash...