Sr. Client Service Associate
2 weeks ago
Who we are: We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do. AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our wealth management platform enables financial advisors to deliver an engaging, personalized client experience and to operate at scale through smart automation. Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in NYC and Raleigh, NC. If you love data and are driven to create the future of financial advice, we’d love to hear from you. Overview: As a Senior Client Service Associate, you will be a pivotal team member, providing expert-level service for AdvisorEngine products. You will be the first point of contact and handle client inquiries, provide troubleshooting guidance, “how to” instructions, and resolve issues to ensure a seamless client experience. As a Senior Associate, you will collaborate with cross-functional teams to ensure a high level of client satisfaction across multiple product lines and will deliver the highest level of client satisfaction through providing a high level of technical support and training on our products, differentiated by a consultative approach and focus on client advocacy. Responsibilities: Respond promptly and professionally to client inquiries via various communication channels (phone, email, chat) with professionalism and empathy. Partner with team members to ensure high quality client service when responding to client calls & emails within stated SLAs. Diagnose and resolve complex client-reported issues for AE products. Establish and maintain a positive and professional relationship with clients. Assist in setting & managing client expectations for completion of work. Guide clients through step-by-step instructions for using product features. Document detailed case information for both CRM and Portfolio Management interactions. Escalate complex cases to the appropriate teams and follow up to ensure timely resolution. Collaborate with cross-functional teams to resolve client questions and requests in an accurate and timely manner, escalating when necessary. Continuously expand your expertise and knowledge of product features, updates, and best practices. Contribute to the development of comprehensive knowledge base articles, FAQs, and training materials for AE products. Participate in continuous learning and training sessions to grow and maintain knowledge in our products and tools. Participate in individual or team projects, as needed, to expand client service offerings. Provide expert-level CRM troubleshooting and "how to" service. Mentor junior team members and assist in their training and development. Contribute insights to the Client Service Manager for process improvements and client feedback. Foster a positive work culture that encourages employee engagement and alignment with company values. Support the development and implementation of organizational strategies and objectives. Requirements: 2-5 years experience in the financial technology and/or wealth management industry. Excellent written and verbal communication skills. Strong communication and problem-solving skills, with an attention to detail. Proficiency in CRM troubleshooting and "how to" instruction. Experience with a CRM product (Microsoft Dynamics 365, Salesforce, Redtail, AE CRM, etc.) a plus. Excellent troubleshooting skills and experience in issue management is a plus. Ability to quickly grasp complicated situations, deliver quality service and problem solving skills remotely to clients and communicate complicated concepts in a concise and articulate way via phone, email & chat. Team player who’s willing to build relationships and work both individually and in a collaborative approach in a fast-paced and always changing environment. Prioritize and manage time effectively to meet service level agreements (SLAs). Comfortable operating in tight deadlines with the ability to balance multiple priorities. Fast learner with the ability to learn new technology and platforms. Ability to make decisions and implement solutions based on thorough understanding of the financial industry and the firm’s products, policies, and procedures. Commitment to maintain professional demeanor, communication, and courtesy internally and externally. Strong communication and problem-solving skills. Collaborative mindset for working across multiple product lines. Prior experience in a service role, preferably with exposure to multiple products. Proven ability to handle complex client interactions with empathy and professionalism. Adaptability to evolving product features and service processes. #J-18808-Ljbffr
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Sr. Client Service Specialist
1 month ago
Raleigh, United States Prime Capital Financial Full timeWe are seeking a motivated Sr. Client Service Specialist to join our rapidly growing wealth management practice in our Raleigh, NC Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions, and we are looking for people with the drive, enthusiasm,...
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Sr. Client Service Specialist
3 weeks ago
Raleigh, United States Prime Capital Financial Full timeWe are seeking a motivated Sr. Client Service Specialist to join our rapidly growing wealth management and retirement plan practice in our Raleigh, NC Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their lifes ambitions and we are looking for people with the drive,...
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Sr. Client Service Specialist
3 weeks ago
Raleigh, United States Prime Capital Financial Full timeWe are seeking a motivated Sr. Client Service Specialist to join our rapidly growing wealth management and retirement plan practice in our Raleigh, NC Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions and we are looking for people with the drive,...
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Sr. Client Service Specialist
3 weeks ago
raleigh, United States Prime Capital Financial Full timeWe are seeking a motivated Sr. Client Service Specialist to join our rapidly growing wealth management and retirement plan practice in our Raleigh, NC Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions and we are looking for people with the drive,...
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Sr. Client Service Specialist
4 weeks ago
Raleigh, United States Prime Capital Financial Full timeWe are seeking a motivated Sr. Client Service Specialist to join our rapidly growing wealth management and retirement plan practice in our Raleigh, NC Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions and we are looking for people with the drive,...
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Client Service Associate
2 weeks ago
Raleigh, United States Kestra Financial Independent Advisor Full timeWho 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...
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Client Service Associate
5 months ago
Raleigh, United States Kestra Financial Independent Advisor Full timeWho 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...
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Client Service Associate
5 months ago
Raleigh, United States Kestra Financial Independent Advisor Full timeWho 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...
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Client Service Associate
1 week ago
Raleigh, North Carolina, United States TalentLink Solutions Full timeJob Title: Client Service AssociateWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at TalentLink Solutions. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients and advisors.Key Responsibilities:Answer and screen phone calls, assisting...
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Client Service Associate
4 weeks ago
Raleigh, North Carolina, United States TalentLink Solutions Full timeJob Title: Client Service AssociateFirm DescriptionTalentLink Solutions is a family-owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families achieve their financial goals and dreams throughout the accumulation and distribution phases of life. With over 50 years of combined...
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Client Services Associate
4 weeks ago
Raleigh, North Carolina, United States Medical Mutual Holdings Full timeAbout the RoleWe are seeking a highly skilled and customer-focused professional to join our Client Services Department as a Client Services Associate. In this role, you will be responsible for delivering exceptional client experiences and driving retention strategies for our medical practice clients in the mountain region.Key ResponsibilitiesAct as the...
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Client Services Associate
2 weeks ago
Raleigh, North Carolina, United States Medical Mutual Holdings Full timeAbout the RoleWe are seeking a highly skilled and customer-focused professional to join our Client Services Department as a Client Services Associate. In this role, you will be responsible for supporting the execution of our client experience and retention strategies, focusing on the mountain region of Utah, Montana, Wyoming, and Idaho.Key...
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Client Service Associate
4 weeks ago
Raleigh, North Carolina, United States Kestra Financial Independent Advisor Full timeAbout the RoleCunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist 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 high-quality organization.Key ResponsibilitiesAssist in client meeting preparation and follow-up,...
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Client Services Associate
4 days ago
Raleigh, North Carolina, United States Medical Mutual Holdings Full timeAbout the RoleWe are seeking a highly skilled and customer-focused individual to join our Client Services Department as a Client Services Associate. In this role, you will be responsible for supporting the execution of our client experience and retention strategies, focusing on the mountain region of Utah, Montana, Wyoming, and Idaho.Key ResponsibilitiesAct...
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Client Services Associate
5 months ago
Raleigh, United States RH-USA Inc Full timeJob Description RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home...
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Client Services Associate
1 week ago
Raleigh, North Carolina, United States Curi Full timeAbout the RoleWe are seeking a highly skilled and customer-focused professional to join our Client Services Department as a Client Services Associate. In this role, you will be responsible for supporting the execution of our client experience and retention strategies, focusing on the medical practice liability (MPL) segment.Key ResponsibilitiesAct as the...
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Client Services Associate
4 weeks ago
Raleigh, United States Curi Full timeTitle Client Services Associate Location Remote - Mountain Region About Us Curi 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...
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Client Service Associate 2
4 weeks ago
Raleigh, North Carolina, United States Public Consulting Group Full timeKey ResponsibilitiesAs a Client Service Associate 2 at Public Consulting Group, you will play a vital role in the Medicaid School-Based Services (SBS) program, focusing on the Fee-for-Service (FFS) program. Your primary responsibilities will include managing and maintaining client services, education, associate, business operations, service, project...
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Client Service Associate 2
3 weeks ago
Raleigh, North Carolina, United States Public Consulting Group Full timeClient Service Associate 2 Role OverviewAs a Client Service Associate 2 at Public Consulting Group, you will play a vital role in the Medicaid School-Based Services (SBS) program. Your focus will be on the Fee-for-Service (FFS) program, where you will be responsible for managing and maintaining client services, education, and business operations.Key...
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Client Service Associate
5 months ago
Raleigh, United States TalentLink Solutions Full timeFirm DescriptionWe are a family owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families decipher, refine, analyze, structure and accomplish their goals and dreams throughout the accumulation and distribution phases of life. We have a rich history and over 50 years of...
