Client Service Associate
4 weeks ago
Pay Rate: $24-25/HR on W2 Only - NO C2C
Setting: Onsite Required (Hybrid/Remote is NOT an Option)
Duration: 24+ months.
Job ID: 237315
***WE DO VISA TRANSFERS***
Required Qualifications:
- Must be familiar with mortgage documentation including but not limited to: Automated Underwriting Feedback, 1008, Investor Locks, Notes, Deeds of Trust, Allonges, Endorsements and Riders.
- Must be familiar with GSE guidelines, wholesale and residential retail mortgage processes.
- Familiarity working with loans
- Strong excel skills
- Provide support to internal and external customers in account management, operations, documentation, and technical support.
- Review basic or tactical customer issues regarding products and services, billing, account questions, or account transactions with narrower impact.
- Receive direction from managers and exercise judgment within defined parameters while developing understanding of the related policies, procedures, or compliance requirements.
"Beware of scams. S3 never asks for money during its onboarding process."
Job ID: JOB-237315
Publish Date: 20 Aug 2024
-
Client Services Associate
3 months ago
Charlotte, United States RH-USA Inc Full timeJob DescriptionRH 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...
-
Client Services Associate
3 weeks ago
Charlotte, United States TalentBridge Full timeOur client is looking for a Client Services Associate to join their growing team! This individual will play a key role in supporting clients and ensuring exceptional service delivery. This position involves working closely with advisors to facilitate client onboarding, maintain client accounts, and provide high-quality service. The ideal candidate will be...
-
Brokerage Client Services Associate
1 week ago
Charlotte, North Carolina, United States Truist Full timePosition Title: Client Services RepresentativeCompany: Truist Financial CorporationPosition Overview:Deliver exceptional service support through phone interactions for self-directed brokerage clients and Financial Advisor assigned account holders, leveraging assistance from senior personnel or management.Develop a comprehensive understanding of product...
-
Client Service Associate, Wealth Management
2 months ago
Charlotte, United States Choreo Full timeAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by equality, we are here to serve...
-
Client Service Sr. Associate
3 months ago
Charlotte, United States JPMorgan Chase & Co. Full timeBe a trusted member of the client’s service team. Each interaction you have is another opportunity for us to enrich client experience with . Morgan. As a Client Service Senior Associate within Commercial Bank International Service Organization (CBISO) you will assist clients with their global banking needs and support them with Treasury products and...
-
Senior Client Service Associate
2 weeks ago
Charlotte, North Carolina, United States Collabera Full timePosition Overview: Industry - Banking and Financial Services Title - Senior Client Service Associate Duration - 4 months Location - RemoteCompensation: $25/hour to $30/hourRole Summary: The Senior Client Service Associate is responsible for managing all treasury-related products, providing exceptional support to commercial and business banking clients with...
-
Proficient Client Services Associate
2 weeks ago
Charlotte, North Carolina, United States Ameriprise Financial Full timePosition OverviewThe Skilled Client Support Specialist role within the Ameriprise Advisor Center (AAC) is dedicated to providing exceptional assistance and service to both clients and advisors, ensuring a superior client experience across the designated region. This involves collaborating with colleagues and regional teams to engage clients in additional...
-
Client Service Associate, Wealth Management
2 months ago
Charlotte, United States Choreo Full timeJob DescriptionJob DescriptionAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by...
-
Client Service Associate, Wealth Management
2 months ago
Charlotte, United States Choreo Full timeAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by equality, we are here to serve...
-
Client Relations Associate
2 weeks ago
Charlotte, United States TK Promotions Full time $40,000 - $50,000Job DescriptionJob DescriptionAt TK Promotions, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved...
-
Client Relations Associate
1 month ago
Charlotte, United States TK Promotions Full timeJob DescriptionJob DescriptionAt TK Promotions, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved...
-
Client Relations Associate
3 weeks ago
Charlotte, United States TK Promotions Full time $40,000 - $50,000Job DescriptionJob DescriptionAt TK Promotions, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved...
-
Client Relations Associate
4 weeks ago
Charlotte, United States TK Promotions Full time $40,000 - $50,000Job DescriptionJob DescriptionAt TK Promotions, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved...
-
Client Relations Associate
6 days ago
Charlotte, United States TK Promotions Full timeJob DescriptionJob DescriptionAt TK Promotions, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved...
-
Client Associate
2 months ago
Charlotte, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...
-
Charlotte, United States Banfield Pet Hospital Full timeClient Service CoordinatorSUMMARY OF JOB PURPOSE AND FUNCTIONThe 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 clients, and coordinates the care of clients and pets...
-
Charlotte, North Carolina, United States Choreo Full timeAbout the RoleAt Choreo, we are passionate about delivering exceptional client experiences and driving business growth through our team's expertise and dedication. As a Client Service Associate, you will play a vital role in supporting our Wealth Management team in delivering top-notch service to our high-net-worth clients and business owners.Key...
-
Client Relations Associate
1 week ago
Charlotte, North Carolina, United States Barings Full timeCompany OverviewAt Barings, we prioritize the growth and development of our associates just as much as we do for our clients. We value dedication, integrity, and effective communication, recognizing the unique skills and expertise each team member brings to the table. Our commitment to collaboration and client-focused service is paramount.Position SummaryWe...
-
Experienced Client Support Associate
5 months ago
Charlotte, United States Ameriprise Financial Full timeResponsible for client interactions including converting service calls to sales opportunities from inbound client calls. Preparing Client Relationship Managers for sales presentations and interactions with clients. First call resolution, setting up a Client Support, Relationship Manager, Associate, Client Relations, Financial Planning, Support, Business...
-
Client Services Representative
4 weeks ago
Charlotte, United States ARI Full timeAIM is a consulting firm in the heart of Charlotte . We are founded on tenacity, creativity, invention, and optimism. Our management team is dedicated to empowering our employees and promoting a diverse, performance-based, work environment that provides everyone an equal chance to succeed. Currently, we are seeking an entry level professional to train as...