Client Success Associate

4 weeks ago


Stamford, United States Fiduciary Technology Partners Full time

Client Services Success Associate  

Stamford based growing technology company looking to fill an immediate position within the Client Services team. Excellent opportunity for growth in organization with tenure. Gain experience working with and securing relationships with the expanding non-profit client base served through the technology platform. Hybrid work schedule.


Responsibilities


  • Serves as initial point of contact for a variety of customer service/support issues via support ticket, phone & regular meetings
  • Works with Clients and colleagues to identify and solve accounting and system issues
  •  Identifies product/process issues and/or trends that need improvement
  • Assists in support of software solutions provided to customer
  •  Works with in-house development team to design and test new features, enhancements & bugs through the QA process
  •  On-boarding of new Clients, data review, and training of Clients
  • Serves as initial point of contact for a variety of customer service/support issues and/or Edit User Guides for Clients for new features

Qualifications

  • A completed 4 year degree 
  • Accounting/Finance experience
  • Articulate; client service oriented; comfortable interacting with high-level clients
  • Ability to develop relationships with clients; good interpersonal skills
  • Outstanding organizational skills and ability to prioritize between high level projects
  • Team player with positive attitude that instinctively anticipates team needs and
  • Self-starter with excellent anticipation skills; problem solving; follow up
  • Strong interest in technology and familiarity with Jira & SQL preferred
  • Strong proficiency in MS Word, Excel, and Outlook


  • Stamford, United States Fiduciary Technology Partners Full time

    Client Services Success Associate  Stamford based growing technology company looking to fill an immediate position within the Client Services team. Excellent opportunity for growth in organization with tenure. Gain experience working with and securing relationships with the expanding non-profit client base served through the technology...


  • Stamford, United States Fiduciary Technology Partners Full time

    Client Services Success Associate  Stamford based growing technology company looking to fill an immediate position within the Client Services team. Excellent opportunity for growth in organization with tenure. Gain experience working with and securing relationships with the expanding non-profit client base served through the technology...


  • Stamford, United States Coalition Greenwich (a division of CRISIL) Full time

    About CRISIL Limited:CRISIL is a leading, agile and innovative global analytics company driven by its mission of making markets function better.It is India’s foremost provider of ratings, data, research, analytics and solutions with a strong track record of growth, culture of innovation, and global footprint.It has delivered independent opinions,...

  • Client Associate

    2 weeks ago


    Stamford, United States UBS Full time

    Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for...


  • Stamford, United States Oppenheimer & Co Full time

    This is an excellent opportunity for someone starting out in the investment world and wants a career, not a job! We are looking for a candidate that wants to learn and grow in this role. Primary responsibility is to initially support the team in sales, marketing and day-to-day operations of a growing branch. Key Responsibilities: * Produce quality...


  • Stamford, United States Oppenheimer & Co. Full time

    This is an excellent opportunity for someone starting out in the investment world and wants a career, not a job! We are looking for a candidate that wants to learn and grow in this role. Primary responsibility is to initially support the team in sales, marketing and day-to-day operations of a growing branch. Key Responsibilities: Produce quality analytical...


  • Stamford, Connecticut, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Stamford, United States Coastal Connections Connecticut Full time

    Job Description Job Description We are seeking an Event Relations Associate to help take our client’s retail marketing and advertising campaigns to the next level. The role will be an integral part of our event marketing and promotions team in order to help raise awareness for assigned brands. Want to make a positive impact on the event marketing industry?...


  • Stamford, United States Banfield Pet Hospital 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, Service, Hospital, Client, Animal Care, Retail, Skills


  • Stamford, United States Coastal Connections Connecticut Full time

    Job Description Job Description We are seeking an Event Relations Associate to help take our client’s retail marketing and advertising campaigns to the next level. The role will be an integral part of our event marketing and promotions team in order to help raise awareness for assigned brands. Want to make a positive impact on the event marketing industry?...


  • Stamford, United States Coastal Connections Connecticut Full time

    Job DescriptionJob DescriptionWe are seeking an Event Relations Associate to help take our client’s retail marketing and advertising campaigns to the next level. The role will be an integral part of our event marketing and promotions team in order to help raise awareness for assigned brands. Want to make a positive impact on the event marketing industry?...


  • Stamford, United States Coastal Connections Connecticut Full time

    Job DescriptionJob DescriptionWe are seeking an Event Relations Associate to help take our client’s retail marketing and advertising campaigns to the next level. The role will be an integral part of our event marketing and promotions team in order to help raise awareness for assigned brands. Want to make a positive impact on the event marketing industry?...


  • Stamford, United States Coastal Connections Connecticut Full time

    Job DescriptionJob DescriptionWe are seeking an Event Relations Associate to help take our client’s retail marketing and advertising campaigns to the next level. The role will be an integral part of our event marketing and promotions team in order to help raise awareness for assigned brands. Want to make a positive impact on the event marketing industry?...

  • Sales Associate

    6 days ago


    Stamford, United States Coastal Connections Connecticut Full time

    Job Description Job Description We are Coastal Connections, one of the leading providers in Sales, Customer Service, and Business Development for top-tier nationwide clients. We are in search of an entry-level Sales Associate that has an exuberant personality and a passion for working with others! Our entry-level Sales Associates place a huge emphasis on the...


  • Stamford, United States National Financial Partners Corporation Full time

    Who We Are Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with Client Service, Relationship Manager, Insurance, Associate, Client Relations, Business Operations, Business...

  • Sales Associate

    2 weeks ago


    Stamford, United States Coastal Connections Connecticut Full time

    Job DescriptionJob DescriptionWe are Coastal Connections, one of the leading providers in Sales, Customer Service, and Business Development for top-tier nationwide clients. We are in search of an entry-level Sales Associate that has an exuberant personality and a passion for working with others! Our entry-level Sales Associates place a huge emphasis on the...


  • Stamford, United States Goodway Technologies Corporation Full time

    Job DescriptionJob DescriptionGoodway Technologies, a leader in the HVAC (Heating, Ventilation, and Air Conditioning) and manufacturing industry since 1966, is expanding its sales team. Committed to innovation and customer satisfaction, we are seeking a dynamic Business Development Associate to contribute to our continued success. Our headquarters are...


  • Stamford, United States Coastal Connections Connecticut Full time

    We are seeking an enthusiastic and dynamic individual to join our team as a Retail Marketing and Promotions Client Relations Representative. In this role, you will play a vital role in building and maintaining strong relationships with our clients in the retail industry, ensuring their marketing and promotional needs are met with excellence. Key...


  • Stamford, United States Coastal Connections Connecticut Full time

    Job DescriptionJob DescriptionWe are seeking an enthusiastic and dynamic individual to join our team as a Retail Marketing and Promotions Client Relations Representative. In this role, you will play a vital role in building and maintaining strong relationships with our clients in the retail industry, ensuring their marketing and promotional needs are met...


  • Stamford, United States Coastal Connections Connecticut Full time

    Job DescriptionJob DescriptionWe are seeking an enthusiastic and dynamic individual to join our team as a Retail Marketing and Promotions Client Relations Representative. In this role, you will play a vital role in building and maintaining strong relationships with our clients in the retail industry, ensuring their marketing and promotional needs are met...