Client Services Representative
3 months ago
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.
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Client Services Representative
1 month ago
New York, United States Cetera Financial Group Full timeJob DescriptionThis person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...
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Client Services Representative
2 months ago
New York, United States Cetera Financial Group Full timeJob Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...
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Client Services Representative
4 weeks ago
New York, United States Company3Method Studios Full timeCompany: Company 3 Position: Client Services Representative Location: New York, NY (On-Site) Hours of Operation Range: 11am - 9pm *Pay Range: $18.00 - $20.00 USD hourly POSITION SUMMARY: Company 3's Client Services Team is driven by a commitment to maintain its reputation at the forefront of the industry by providing the most gracious and savvy hospitality...
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Client Service Representative
4 weeks ago
New York, New York, United States Canon Solutions America, Inc. Full timeAbout the Role:We are seeking a highly skilled and experienced Client Service Representative to join our team at Canon Solutions America, Inc. As a Client Service Representative, you will be responsible for providing exceptional customer service and support to our clients.Your Impact:You will play a critical role in ensuring that our clients receive the...
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Senior Client Services Representative
6 months ago
New York, United States Cetera Financial Group Full timeJob 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,...
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Client Service Representative
3 days ago
New York, United States MMC Group Full timeURGENT! MMC is seeking to identify candidates that meet the following:High Overview:Job Title: Communication Services RepresentativeStart Date: 01/06/2025Location: Onsite - 77 Water StreetRate of Pay: $18.00 (Bilingual) Languages Needed: Spanish: 20 Russian: 2 Mandarin: 3 Cantonese: 1 Korean: 1 Haitian Creole: 2 Punjabi: 1 JOB DETAILS: Responds to...
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Client Service Representative
4 weeks ago
New York, New York, United States Canon USA & Affiliates Full timeAbout the RoleWe are seeking a skilled Client Service Representative to join our team. As a key member of our site operations team, you will be responsible for providing exceptional customer service and support to our clients.Your ImpactYour primary responsibilities will include:Promptly informing supervisors of potential problems or customer...
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Client Service Representative
2 months ago
New York, United States Carroll Gardens Veterinary Group Full timeLearn more about Carroll Gardens Veterinary Group (aka The Garden Vet) here: Description Position at Carroll Gardens Veterinary Group (aka The Garden Vet) Client Service Representative Being a Client Service Representative (CSR) in a veterinary office takes a special kind of person who is able to deal with both humans and animals alike. As a CSR your...
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Client Services Representative
4 months ago
New York, United States Gemological Institute of America Full timeClient 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...
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Client Service Representative
3 weeks ago
New York, United States The New York Times Full timeThe 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...
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Financial Services Representative
4 weeks ago
New York, New York, United States Equitable Services Full timeFinancial Services RepresentativeAt Equitable Advisors, we are seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional customer service and building long-term relationships with our clients.About the RoleThis is an exciting...
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Fraud Client Service Representative
24 hours ago
New York, United States Jobs for Humanity Full timeJob DescriptionFraud Client Service Representative This is a contract opportunity in Hunt Valley, Maryland. This role is only open to Year Up GradsAbout this position We are seeking a Fraud Resolution Specialist to handle multi-product fraud related client requests. You will engage with clients via calls, chats, or emails in an inbound contact center,...
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Client Service Representative
2 weeks ago
New York, United States The New York Times Full timeThe 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...
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Client Service Representative
1 month ago
New York, United States Carroll Gardens Veterinary Group Full timeLearn more about Carroll Gardens Veterinary Group (aka The Garden Vet) here: Description Position at Carroll Gardens Veterinary Group (aka The Garden Vet) Client Service RepresentativeBeing a Client Service Representative (CSR) in a veterinary office takes a special kind of person who is able to deal with both humans and animals alike. As a CSR your primary...
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Veterinary Client Service Representative
4 days ago
New York, United States Astoria Veterinary Group Full timeDescription Position at Astoria Veterinary Group Astoria Veterinary Group is in search of a full-time or part-time (open to either) Veterinary Client Service Representative to join our growing team! We offer an AMAZING benefits package- which includes 401k, paid continuing education, student loan support, mental health and family support sessions, generous...
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Client Service Representative III
4 weeks ago
New York, New York, United States Canon USA & Affiliates Full timeAbout the RoleThis position requires advanced proficiency in site operations and procedures, with a strong focus on providing excellent customer service and resolving client concerns in a timely and effective manner.Your ImpactAs a Client Service Representative III, you will be responsible for:Promptly informing supervisors of potential problems or customer...
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Client Service Representative
4 weeks ago
New Castle, Delaware, United States BCforward Full timeJob Title: CSR Client Service RepresentativeBCforward is seeking a highly motivated CSR Client Service Representative for an opportunity in the Newark, DE area.Job Summary: We are looking for a skilled Client Service Representative to join our team. The ideal candidate will have a strong background in client management, risk management, and strategic...
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Client Services Lead
3 weeks ago
New York, United States Cetera Financial Group Full timeThis 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 support up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client...
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Client Services Representative
2 months ago
New York, United States Schwarzman Animal Medical Center Full timeAs a Client Services Representative (CSR) at the Animal Medical Center, duties will include but may not be limited to keeping accurate medical records, clerical work, client education, and support of the Director of Clinical Services, Client Services Managers, and other team members. This position requires practical knowledge of hospital procedures, policies...
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Client Services Representative
1 month ago
New York, New York, United States Happy Paws Full timeJob OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Client Services Specialist at Happy Paws. As a key member of our team, you will be responsible for managing and maintaining relationships with our clients, ensuring their satisfaction and success with our products and services.Key ResponsibilitiesBuild and...