Client Services Representative

3 weeks ago


New York, United States Harriett Financial Group Full time

Client Services / Sales Support Associate (Marlton, NJ) Harriett Financial Group is seeking a motivated and team-oriented individual to join our energetic financial planning practice.The role will require on-site work in our Marlton, NJ location. The primary role of the Client Services Associate is to ensure that our clients receive prompt and professional service along with effective problem resolution. Provide administrative and clerical support to financial representatives. This position requires excellent customer service and problem-solving skills so information may be communicated to the Financial Professionals and clients in an efficient and professional manner. Also, requires strong organizational skills and attention to detail. Responsibilities: Main point of contact for clients for their service needs including, but not limited to, general account questions, account changes, etc. Schedule and confirm client appointments. Prepare and process client paperwork for all transactions along with remedying paperwork not in good order. Document client interactions via Redtail CRM Submit correspondence and sales material to compliance for review Inform financial advisor of client issues of significant concern Stay apprised on industry and company rules and regulations Attend the appropriate branch meetings and conferences Other projects and tasks as assigned Skills Required: Ability to develop strong client relationships Excellent oral and written communication skills Ability to work independently Problem solver and critical thinker Ability to anticipate client and advisor needs Capable of working under deadlines Ability to do research to answer questions Software Used: Redtail (CRM), Albridge, Broadridge, Investment and Insurance company websites, MS Outlook, Excel and Word Knowledge/Experience: Preferably securities registration with at least 2 years of previous experience in a sales support role Investment/brokerage operations experience Customer service experience Thorough knowledge of mutual funds and retirement plans Experience with Financial Planning Software highly desired Series 6 or 7 and 63 registration required. If the candidate does not presently have, will be required to obtain within 6 months of employment.



  • New York, United States Societe Generale SA Full time

    **Welcome to the Societe Generale Careers website.** Client Service Representative Permanent contract| New York| Retail & online banking **Client Service Representative** New York, United States Permanent contract Retail & online banking ** Responsibilities** **The main activities of the Client Service Representatives (CSR) are listed below:** * Level 1...


  • New York, United States Entertainment Benefits Group Full time

    **Details for Position: NY- CS R** **Client Service Representative** **Location: New York** **Details for Position: NY- CS R** **Client Service Representative** **Location: New York** Entertainment Benefits Group (EBG) is one of the fastest growing e-commerce companies in the country that specializes in live entertainment and travel. EBG generates millions...


  • New York, New York, United States World Insurance As Full time

    **Job Summary****About World Insurance As**We are seeking a highly skilled and experienced Client Service Representative to join our team at World Insurance As. As a Client Service Representative, you will play a vital role in delivering exceptional customer service to our clients and driving business growth.**Key Responsibilities*** Assist insurance...


  • New York, New York, United States World Insurance As Full time

    **Job Summary**World Insurance As is seeking a highly skilled Client Service Representative to join our team. As a Client Service Representative, you will play a vital role in delivering exceptional customer service to our clients.**Key Responsibilities*** Assist insurance producers in servicing client needs and providing timely solutions to complex...


  • New York, United States Primestone Partners LLC Full time

    **Client Service Representative** **Job Overview** The Client Service Representative will provide world-class service through expert communication whether it is with our guests, vendors, partners, or employees. The Client Service Representative is responsible for delivering a professional approach with a personal flare. The Client Service Representative will...


  • New York, New York, United States Travers Mechanical Services Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Representative to join our team at Travers Mechanical Services. As a key member of our operations team, you will be responsible for processing release of information requests in a timely and efficient manner, ensuring accuracy and providing exceptional customer service.Key...


  • New York, United States HR Prospect LLC Full time

    As a Client Service Representative you will be responsible for assisting clients with various inquiries. Building relationships with our valued clients will be your top priority. Key Responsibilities Manage the servicing of the existing clients including handling customer servicing inquiries and dealing with escalated payment issues Ensuring the timely...


  • New York, New York, United States VCA Animal Hospitals Full time

    Job SummaryWe are seeking a highly skilled and compassionate Client Service Representative to join our team at VCA Animal Hospitals. As a Client Service Representative, you will be the first point of contact for our clients and their pets, providing exceptional customer service and ensuring a positive experience for all.Key ResponsibilitiesProvide...


  • New York, New York, United States Madison Reed Hair Color Bar Full time

    About the RoleAt Madison Reed Hair Color Bar, we are seeking a highly skilled and customer-focused Client Service Representative to join our team. As a Client Service Representative, you will be the face of our Hair Color Bar, providing a seamless guest experience from arrival to departure.Key ResponsibilitiesProvide exceptional customer service, ensuring a...


  • New York, United States The New York Times Full time

    The mission of The New York Times is to seek the truth and help people understand the world. That means independent journalism is at the heart of all we do as a company. It's why we have a world-renowned newsroom that sends journalists to report on the ground from nearly 160 countries. It's why we focus deeply on how our readers will experience our...


  • New York, United States The New York Times Full time

    The mission of The New York Times is to seek the truth and help people understand the world. That means independent journalism is at the heart of all we do as a company. It's why we have a world-renowned newsroom that sends journalists to report on the ground from nearly 160 countries. It's why we focus deeply on how our readers will experience our...


  • New York, United States MMC Group Full time

    **Job Details** **Call Center** Client Service Representative New York, NY Posted: 3/1/2022 Job Description Job ID#: 52602 Job Category: Call Center Position Type: *W2 Positions Available: 8 **URGENT! MMC is seeking to identify candidates that meet the following:** **High Overview:** **Job Title: Communication Services Representative** **Start Date: 03/28**...


  • New York, United States Cetera Financial Group Full time

    Job DescriptionThis person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork,...


  • New York, United States Gemological Institute of America Full time

    Client Services Representative - We offer a competitive benefits package!The Company: GIA is the world's foremost authority in gemology. GIA in New York is located in midtown Manhattan at the heart of the diamond district. A part of a global organization, this campus accommodates approximately 400 of the 3,500 employees that GIA employs worldwide. It offers...


  • New York, United States Cetera Financial Group Full time

    Job Description This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork,...


  • New York, United States Gemological Institute of America Full time

    Client Services Representative - We offer a competitive benefits package! The Company: GIA is the world's foremost authority in gemology. GIA in New York is located in midtown Manhattan at the heart of the diamond district. A part of a global organization, this campus accommodates approximately 400 of the 3,500 employees that GIA employs worldwide. It offers...


  • Rochester, New York, United States Paychex Full time

    Overview:With a moderate level of guidance, the role focuses on delivering exceptional customer support for various Paychex offerings. Utilizes established protocols to ensure positive customer interactions while addressing claims and concerns in a fair and effective manner, adhering to Paychex's policies and procedures. Cultivates an understanding of the...


  • New York, New York, United States Terminix Full time

    Job OverviewWe are seeking a highly skilled and customer-focused Client Services Representative to join our team at Terminix. As a key member of our service delivery team, you will be responsible for providing exceptional customer service and ensuring that our clients receive the highest level of service.Key ResponsibilitiesCustomer Service: Respond to...


  • New York, United States Mphasis Full time

    *Job Description* *Role: Client Services Representative - Banking* *Who are we looking for?* Roles will be focused on a very high level of Customer Support by helping in creation of account, migrating data from one platform to another, facilitate collection of documentations, triaging and back office coordination in a well-known bank. *Experience*: 5+ years...


  • New York, United States OMNI-INVICTUS LLC dba Array Full time

    Job DescriptionJob DescriptionJob Title: Service Operator and Client Services RepresentativeLocation: New York City, In-OfficeCompensation: $16-19 per hourAbout ArrayArray is the litigation support partner that delivers speed, accuracy, and unmatched service. Because our company is founder owned, our primary duty is to our clients.Our mission: To seamlessly...