Client Services Representative

**Job Description**We are seeking a Client Services Representative to join our team at First American Trust. The successful candidate will be responsible for:Providing exceptional customer service and developing business opportunities through referrals and sales support.Assisting in the administration of trust accounts, including investment management and...

ResponsibilitiesAs a Client Services Representative, your primary goal will be to deepen and broaden client relationships. This involves:Identifying opportunities to create efficiency and streamlining processesManaging multiple priorities in a deadline-driven environmentStaying up-to-date with current and new office technologyYou'll also be responsible for...

About the Role:We are seeking a highly motivated and detail-oriented individual to join our team as a Client Service Representative. This role will provide critical support to Financial Advisors, helping them achieve their business goals and deliver exceptional client experiences.Responsibilities will include providing top-notch client service, ensuring...

Job SummaryWe are seeking a highly motivated and detail-oriented individual to join our team as a Client Service Representative. In this role, you will be responsible for providing top-notch support to our financial advisors, ensuring seamless delivery of our services and exceeding customer expectations.Your primary duties will include:* Direct client...

Company OverviewTalentLink Solutions is a subsidiary of RemoteLink Solutions, formed in 2014 to offer the financial services community a hiring and human resources consulting solution. Our mission is to provide exceptional support to independent financial advisors, allowing them to focus on growth and success.Position SummaryThis role will play a critical...

Job Description Job Description Salary: $23-$25 per HourClient Services RepresentativePosition Overview:Integrated Labor Solutions (ILS) is seeking a entry to mid-level customer-service focused Client Services Representative to join the ILS team in San Diego, CA. At ILS we pride ourselves on our ability to provide Platinum Service, which simply means we do...

Job Description Job Description Benefits:401(k)Bonus based on performance Seeking a high quality, self motivated, standout candidate who embodies and upholds our CORE values. Do you lead with honor, have integrity and the ability to build strong lasting relationships with our clients with the ability to balance work and life?Candidate must provide invaluable...

Benefits:401(k) Bonus based on performance Seeking a high quality, self motivated, standout candidate who embodies and upholds our CORE values. Do you lead with honor, have integrity and the ability to build strong lasting relationships with our clients with the ability to balance work and life?Candidate must provide invaluable support to our...

Career Advancement Opportunity: Become a Client Services Technician and start your career in a dynamic and growth-oriented organization.In this role, you will be fully trained and will be supporting existing customers and the engineering teams via phone, email or occasional site visits.You will be addressing customer enquires and diagnose technical...

Career Opportunity: Join our growing organization as a Customer Service Representative and take the first step towards a successful career.In this role, you will be fully trained and will be supporting existing customers and the engineering teams via phone, email or occasional site visits.You will be addressing customer enquires and diagnose technical...

Job Description Job Description Job Overview:We are seeking a highly skilled Customer Service Representative to join our team. You'll be responsible for handling a high volume of inbound and outbound calls, ensuring 100% customer satisfaction. The ideal candidate is a quick thinker, can work well under pressure, and is able to make sound judgment calls while...

**About the Role**The Client Service Representative plays a critical role in providing exceptional service to Citi's clients. As a representative, you will work closely with the customer service team to ensure that clients receive prompt and professional support for their banking needs.Your primary responsibilities will include:Assisting clients with...

Newfront Insurance Services, LLC is a leader in the insurance industry, leveraging technology and expertise to provide innovative solutions for clients.We are seeking a Client Services Representative to join our team of dedicated professionals who are passionate about delivering exceptional client experiences.The successful candidate will be responsible for...

Client Service RepresentativeSummaryShine Productions, a corporate event planning company dedicated to helping organizations create meaningful and memorable events, is seeking a Client Service Representative to join our growing team.ResponsibilitiesServe as the first point of contact for incoming client calls, emails, chats, and inquiries.Provide clients...

Job Description Job Description We are seeking an experienced, organized, and customer focused Client Service Representative to join our team. The Client Service Representative is responsible for providing exceptional customer service to our clients, addressing customer inquiries and resolving issues. The ideal candidate has strong problem-solving skills,...

Job SummaryWe are seeking a highly motivated and detail-oriented Client Service Representative to join our team at Jobleads-US. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support in our San Jose, CA office.

Job SummaryAllied Universal is seeking a Client Service Representative to join our team. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients while ensuring the safety and security of their property and personnel.Key Responsibilities:Provide exceptional customer service to clientsMaintain...

**Overview of the Role**The Gilder Search Group is seeking a highly motivated individual to join our Private Client team as a Client Service Representative. In this role, you will serve existing and prospective clients in coordination with other members of the team.The ideal candidate will be a strong team player with excellent communication skills, able to...

About UsCitibank is a leading global bank that offers a wide range of financial services. Our Private Client Coverage team provides personalized wealth management solutions to high net worth individuals and families.Your Key ResponsibilitiesYou will work closely with Banker teams to deliver exceptional client service.You will assess risks and make business...

Job SummaryA Wellness Client Care Specialist 2 (CCS2) at AIDS Healthcare Foundation is responsible for providing exceptional patient-centered care and support to clients within our wellness programs. This role requires a unique blend of clinical and administrative skills, with a focus on delivering high-quality services that promote health equity and...