Client Service Associate

2 weeks ago


Raleigh, United States N&A Enterprises and Solutions Full time


A client Service Associate is responsible for managing and maintaining relationships with travel clients, ensuring their satisfaction with products or services, and addressing any concerns or issues that may arise. They may also be responsible for generating new business by identifying opportunities to upsell travel or cross-sell products or services to existing clients. Other duties may include conducting travel market research, analyzing data, and developing strategies to improve client retention and satisfaction. Strong communication, organizational, and problem-solving skills are typically required for this role.

Key Responsibilities:
  • Manage client relationships and provide exceptional customer service
  • Assist clients in providing  our services and offerings
  • Respond promptly to client inquiries and concerns via email, phone, and chat
  • Maintain accurate client records and update databases as needed
  • Collaborate with the team to develop and implement strategies for improving client satisfaction and retention
  • Contribute to the development of new client relationships and business opportunities
  • Manage client accounts and ensure satisfaction
  • Communicate with clients via phone, email, and chat
  • Provide product and service information to clients
  • Troubleshoot and resolve client issues
  • Collaborate with team members to improve client experience
  • Assist in developing and implementing client retention strategies
Qualifications:
  • Prior experience in a customer service or client-facing role but not required
  • Excellent communication skills, including strong writing and phone etiquette
  • Ability to multitask and prioritize in a fast-paced environment
  • Detail-oriented and highly organized
  • Ability to multitask and work in a fast-paced environment
  • Excellent communication and interpersonal skills
  • High school diploma or equivalent required

Offer Details:

This is a remote position with flexible scheduling options available for both part-time and full-time candidates. Company perks include opportunities for professional development and growth. Training provided. Remote Business Opportunity/commission based

Powered by JazzHR



  • Raleigh, United States Kestra Financial Independent Advisor Full time

    Who We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...


  • Raleigh, United States CareerBuilder Full time

    Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization. We take an integrated approach with our clients that is custom...


  • Raleigh, United States Kestra Financial Independent Advisor Full time

    Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization. We take an integrated approach with our clients that is custom...


  • Raleigh, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our...


  • Raleigh, United States Kestra Financial Full time

    Who We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...


  • Raleigh, United States Kestra Financial Full time

    Who We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...


  • Raleigh, United States Kestra Financial Full time

    Who We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...


  • Raleigh, United States BCI - Brokerage Consultants Inc Full time

    Client Service Associate | Raleigh, NC (In Office) | ~$70k; flexible based on qualifications Wealth planning firm seeks Client Service Associate with friendly personality, relevant experience/licenses, and enterprising mindset. Responsibilities: Coordinate client meetings and serve as point of contact for greeting clients in-office Assist with account...


  • Raleigh, United States BCI - Brokerage Consultants Inc. Full time

    Client Service Associate | Raleigh, NC (In Office) | ~$70k; flexible based on qualificationsWealth planning firm seeks Client Service Associate with friendly personality, relevant experience/licenses, and enterprising mindset. Responsibilities:Coordinate client meetings and serve as point of contact for greeting clients in-office Assist with account...


  • Raleigh, United States TransPerfect Full time

    TransPerfect Is More Than Just a Job… Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards. Who We Are Do you want to work for the global leader in the language services and technology industry? Are...


  • Raleigh, United States Public Consulting Group Full time

    Client Service Associate 2 are integral members of PCG's Medicaid School-Based Services (SBS) program; the specific focus of this role will be on the Fee-for-Service (FFS) program. Client Service Associate 2 will be responsible for managing, maintain Client Service, Education, Associate, Business Operations, Service, Project Management, Retail


  • Raleigh, United States Envestnet Full time

    DescriptionEnvestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers...


  • Raleigh, United States Envestnet Full time

    Envestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...


  • Raleigh, United States Envestnet Full time

    Envestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...


  • Raleigh, United States Medical Mutual Holdings Full time

    TitleClient Services AssociateLocationRemoteAbout UsCuri is a full-service advisory firm that serves physicians and medical practices. Equal parts fierce physician advocates, smart business leaders, and thoughtful partners, Curi's advisory, capital, and insurance offerings deliver valued advice that is grounded in client priorities and elevated by their...


  • Raleigh, 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


  • Raleigh, United States Kestra Financial Independent Advisor Full time

    The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills • Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm ...


  • Raleigh, United States Kestra Financial Full time

    The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm ...


  • Raleigh, United States Kestra Financial Full time

    The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm...


  • Raleigh, United States Kestra Financial Independent Advisor Full time

    The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills • Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm ...