Client Service Associate

2 months ago

Milwaukee, United States Russell Investments Full time

Business Unit:North America Advisor & Intermediary SolutionsSalary Range:$50,000 USD - $60,000 USDSpecific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. In addition, the successful candidate for this role has the ability to earn sales incentives based on activity, revenue, cashflow generation, or other performance criteria.Job Description:The primary purpose of this position is to be the first point of contact for existing and potential clients by answering inbound telephone calls and providing client service for products within US Advisor & Intermediary Solutions (AIS). The Client Service Associate (CSA) will be responsible for responding to fund-related questions and requests via inbound calls and the Russell website. The CSA associates generate several types of client-ready proposals and reports for both Russell sales teams and financial advisors. This person will provide support to both sales and operations through the process of opening, maintaining and closing PMA accounts. The CSA provides a high-quality service experience by assisting the sales teams with new and current relationships. While in this role, it is encouraged to acquire, develop and refine consultative, selling and relationship management skills. A potential path to a future Regional Consultant opportunity.The responsibilities of the individual in this position include:Reactive and proactive Client SupportAct as 1st tier resource for inbound general client callsAct as primary point of contact on account service questions and inquiries using a variety of tools and escalate appropriatelyWork with financial advisors, sponsors and account administrators to coordinate the account opening process and transactions of Russell Personalized Managed Accounts (PMA)Identify and solve reconciliation questions around PMAUnderstand plan administrator's tools, dashboards and systems regarding PMAProfessionally represent Russell Investments by promptly and accurately meeting the service needs of clients, vendors, and Russell Investments associatesResearch distributor questions or inquiries using a variety of systems and resources, both internal and externalAccurately communicate and enforce all established policies and procedures designed to provide consistent, quality service to clients and limit financial risk to Russell InvestmentsEscalate operational, client service and technical issues as necessaryDemonstrating proficient Technical and Analytical SkillsSupport internal sales team by creating proposals and performance reports and by fulfilling reactive client requestsSupport the rollout, and upgrades, and provide in-depth knowledge of; Multi-Asset Portfolio Builder, Value of Tax Management Tool and Russell Investments website.Ensure all client requests; issues, resolutions, and other relevant information are documented in the CRM system to ensure open communication and effective reportingDocument and update processes and procedures necessary to meet client needsProvide fulfillment services for clientsEffectively Contribute to the Teamwork EnvironmentEscalate clients' calls to the appropriate regional service or sales team member when a sales opportunity is present or the inquiry requires more in-depth expertiseSeek ways to improve and enhance products/processesAssist with sales team initiatives from a subject matter expert standpointBack-up associates during absences and heavy workload periodsSupport the sales team in the achievement of department objectivesResponsible for sharing insight from financial professionals and demands in the investment marketplace to help bring new products or concepts to market, as well as timely communicationMaintain an Associate Regional Director and or Regional Director as a mentor for a meaningful period The successful candidate will have extensive demonstrable skills and experiences including the following:FINRA Series 7 and 63 & 65 (or 66) licenses preferred.Bachelor's degree.Demonstrate a passion and skill in the art of selling.One or more years of client service and financial industry experience, including experience in an operations-based financial environment. Mutual fund experience is preferred.Superior telephone answering skills, including a high comfort level with working with customers to resolve issues over the telephone.Ability to thrive in a team environment.Demonstrated outstanding client service and interpersonal skills.Excellent listening, written, and verbal communication skills; ability to follow written procedures.Capacity to establish and manage a process under deadlines.Time management and organizational skills; managing multiple responsibilities and changing priorities.Demonstrated proficient analytical and technical skills- working with various software products.Demonstrated project management/participation skills#hybridEqual Employment Opportunity Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.

  • Client Service Associate

    7 days ago

    Milwaukee, United States Russell Investments Full time

    Business Unit: North America Advisor & Intermediary Solutions Salary Range: $50,000 USD - $60,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards...

  • Client Service Associate

    1 month ago

    Milwaukee, United States Russell Investments Full time

    Business Unit: North America Advisor & Intermediary Solutions Salary Range: $50,000 USD - $60,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards...

  • Client Relations Associate

    2 days ago

    Milwaukee, Wisconsin, United States SEEK Careers Staffing Full time

    Job OverviewWe are looking for a dedicated and client-oriented professional to join our team as a Client Relations Associate. In this role, you will be instrumental in providing outstanding service and support to our clients throughout their engagement with our organization.Key Responsibilities:1. Act as the primary liaison for clients, addressing their...

  • Bilingual Client Services Associate

    7 days ago

    Milwaukee, Wisconsin, United States TEKsystems Full time

    Location:Milwaukee, WIShift:First shift, M-F 8am-5pmRole Overview:As a Bilingual Customer Service Representative, you will be responsible for managing incoming calls and providing a warm welcome to customers. Your role will include:Handling phone inquiries with professionalismGreeting clients in person as neededDigitally archiving documents into our...

  • Client Service Representative

    2 months ago

    Milwaukee, United States VCA Animal Hospitals Full time

    ESSENTIAL FUNCTIONS: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms Scheduling and confirming appointments Placing outbound calls for follow-ups and reaching out to prospective clients Presenting and explaining fees, including processing payments Recommending, selecting,...

  • Client Relations Associate

    7 days ago

    Milwaukee, Wisconsin, United States Andrew Toyota Full time

    Job OverviewWe are seeking a Client Relations Associate to become a vital part of our dynamic team. The ideal candidate will possess exceptional interpersonal skills and the capacity to adapt to a varied schedule. Daily tasks will encompass managing incoming calls, welcoming clients, and aiding in the arrangement of sales meetings.What We...

  • Registered Wealth Management Client Associate

    1 month ago

    Milwaukee, United States Bank of America Full time

    Registered Wealth Management Client Associate page is loaded Registered Wealth Management Client Associate Apply locations Milwaukee time type Full time posted on Posted 17 Days Ago job requisition id 24023912 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....

  • Client Services Specialist

    3 months ago

    Milwaukee, United States SEEK Careers Staffing Full time

    Job DescriptionJob DescriptionWe are seeking a highly motivated and customer-focused individual to join our team as a Client Services Representative. As a Client Services Representative, you will play a crucial role in ensuring our clients receive exceptional service and support throughout their journey with our company. Responsibilities:1. Serve as the main...

  • Client Services Specialist

    2 days ago

    Milwaukee, Wisconsin, United States Versiti Inc. Full time

    Customer Care CoordinatorOverview:As a vital member of Versiti Inc., you will enhance the customer experience for our blood clients by delivering exceptional service.Key Responsibilities:Champion initiatives that positively influence client satisfaction while supporting the lifesaving mission of Versiti.Identify and address issues affecting client...

  • Client Services Specialist

    2 days ago

    Milwaukee, Wisconsin, United States Versiti Inc. Full time

    Customer Care CoordinatorRole Overview:As a vital member of the Versiti team, you will enhance the customer experience for our blood clients through exceptional service.Key Responsibilities:Champion initiatives that positively influence client satisfaction while reinforcing the lifesaving mission of Versiti.Identify and address issues affecting client...

  • Client Services Coordinator

    2 days ago

    Milwaukee, Wisconsin, United States Versiti Inc. Full time

    Customer Care CoordinatorAt Versiti Inc., we are dedicated to delivering exceptional service to our blood clients. As a Customer Care Coordinator, you will play a pivotal role in enhancing the client experience through proactive engagement and support.Key Responsibilities:Provide exemplary customer service that aligns with the lifesaving mission of...

  • Customer Service Associate

    3 weeks ago

    Milwaukee, United States Elite Media Communications Full time

    Customer Service Associate Our promotional marketing company is looking for a Customer Service Associate who can assist clients with product issues and help to maintain a high customer retention level. The Customer Service Associate will be responsible for addressing customer product issues and concerns with the company. The successful candidate will be...

  • Administrative Assistant, Client Delivery Services

    2 weeks ago

    Milwaukee, United States Baker Tilly Advisory Group, LP Full time

    OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...

  • Retail Customer Service Associate

    2 weeks ago

    Milwaukee, United States R&M Marketing Full time

    Job DescriptionJob DescriptionAre you tired of having the same routine every day? Are you looking for a dynamic, fun-filled business environment? Do you find joy in interacting with people? Are you looking for a growth opportunity? If your answer is yes, then our Retail Customer Service Associate position might be what you are looking for! We are a small,...

  • Warehouse Associate

    4 months ago

    Milwaukee, United States Employment Service Connection, Inc. Full time

    Job DescriptionJob DescriptionWe are seeking warehouse associates on all shifts, we offer competitive wages and weekly pay!Responsibilities:Pick and PackMachine OperationForklift OperationAssembly​Qualifications:Previous experience in warehouse, or other related fieldDetail-orientedExcellent written and verbal communication skillsCompany DescriptionOur...

  • PMA Services Associate

    7 days ago

    Milwaukee, United States Russell Investments Full time

    Business Unit:North America Advisor & Intermediary SolutionsSalary Range:$50,500 USD - $60,000 USDSpecific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards...

  • Airline Client Services Assistant

    1 month ago

    Milwaukee, United States Atlantic Aviation Full time

    Job DescriptionJob DescriptionWhy You’ll Love This Airline Client Services Assistant Job Did you ever want to work in aviation but didn’t know how to break into the industry? Would you like working in a fast-paced environment around some of the most incredible professionals in aviation? If so, this Airline Client Services Assistant position with...

  • Airport Client Services Assistant

    3 days ago

    Milwaukee, United States Atlantic Aviation Full time $14

    Job DescriptionJob DescriptionWhy You’ll Love This Airport Client Services Assistant Job Did you ever want to work in aviation but didn’t know how to break into the industry? Would you like working in a fast-paced environment around some of the most incredible professionals in aviation? If so, this Airport Client Services Assistant position with...

  • Distribution Coordinator/Client Services

    2 months ago

    Milwaukee, United States MDS Fulfillment, Inc. Full time

    Job DescriptionJob Description Client Services / Distribution Coordinator The Distribution Coordinator is responsible for ensuring daily communications with our clients is made. The Distribution Coordinator is responsible for ensuring daily commitments, projects, and tasks are completed through appropriate execution while meeting MDS service level...

  • Client Service Rep

    3 months ago

    Milwaukee, United States Cavalier Workforce, Inc. Full time

    Duties: Working in a department where the primary goal is service, serves as primary resource for Long Term Care clients and phlebotomists providing technical problem-solving and support. Promptly and attentively answers phones listening to concerns/requests, obtaining complete and accurate information. Consistently greets callers using a Wisconsin...