Client Service Representative
3 weeks ago
The Client Associate will play a key role in supporting our financial advisors and clients by providing exceptional administrative support and maintaining accurate records.
Key Responsibilities- Manage client accounts, including processing transactions and maintaining up-to-date records.
- Assist financial advisors with client meetings, presentations, and correspondence.
- Communicate effectively with clients, advisors, and internal teams to resolve issues and meet business objectives.
- Bachelor's degree or equivalent experience in a related field.
- Excellent communication and interpersonal skills, with ability to work in a fast-paced environment.
- Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months.
- A salary range of $55,000 - $75,000 depending on experience and qualifications.
- A comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
- Ongoing training and development opportunities to enhance your skills and knowledge.
RBC Wealth Management is dedicated to delivering exceptional client service and achieving outstanding results. Our team is comprised of experienced professionals who are passionate about making a difference in the lives of our clients.
-
Client Service Representative
2 weeks ago
San Francisco, California, United States Sézane Full timeSézane is searching for a Client Service Representative to join our team in the US. As a key ambassador of the brand, you will play a vital role in ensuring each client's experience meets our high standards. Your primary responsibilities will include interacting with clients during their shopping experience, maintaining accurate records, and contributing to...
-
Client Liaison Representative
2 weeks ago
San Francisco, California, United States risrx Full timeWe are looking for a Client Liaison Representative to join our customer service team at risrx. As a Client Liaison Representative, you will be responsible for building strong relationships with our clients and delivering exceptional customer service.Key ResponsibilitiesBuild and maintain strong relationships with clients.Provide exceptional customer service...
-
Client Service Representative
3 weeks ago
San Diego, California, United States Vets Hired Full timeJob Description:We are seeking a highly skilled Client Service Representative to join our team at Vets Hired. This is an exciting opportunity for a motivated individual to work in a dynamic environment, providing exceptional customer service and support.About the Job:As a Client Service Representative, you will be responsible for interviewing customers,...
-
Client Services Representative
2 weeks ago
San Diego, California, United States Babmar Corporation Full timeJob SummaryWe are looking for an exceptional Client Services Representative to communicate with customers, document all interactions, meet personal and team quotas, and attend trainings to maintain up-to-date skills and knowledge. If you are comfortable using computers and customer management software, have excellent phone and verbal communication skills,...
-
Client Service Representative
2 weeks ago
San Diego, California, United States Paul Mitchell Schools Full timeJob OverviewWe are seeking a highly skilled Client Service Representative to join our team at Paul Mitchell Schools. As a key member of our front desk staff, you will provide exceptional service to our guests, including students, prospective Future Professionals, and other school visitors.Your primary objective will be to create an extraordinary experience...
-
Client Acquisition Representative
2 weeks ago
San Francisco, California, United States Rivafloors Full timeAbout the Position: We are seeking an experienced Business Development Representative to join our team in the Bay Area. In this role, you will be responsible for driving business growth by identifying new sales opportunities, developing strong relationships with clients, and delivering exceptional customer service. Key responsibilities include operating as...
-
Reception and Client Services Representative
3 weeks ago
San Francisco, California, United States Larkin Street Youth Services Full timeAbout the RoleWe are seeking a highly organized and detail-oriented individual to serve as our Receptionist. This role requires strong communication skills, ability to work independently, and a commitment to ensuring the highest level of customer service to our clients and visitors. As a member of our team, you will play a critical role in maintaining the...
-
Customer Service Representative
2 weeks ago
San Jose, California, United States Della Infotech Full timeJob Title: Customer Service Representative - Client LiaisonCompany Overview: Della Infotech is a leading provider of innovative solutions, and we are seeking an exceptional customer service representative to join our team. Our company culture values excellence, teamwork, and customer satisfaction.Salary: $45,000 - $55,000 per annum, depending on...
-
Sales and Client Services Representative
2 weeks ago
San Mateo, California, United States PMT Management Full timeAs a Sales and Client Services Representative at PMT Management, you will have the opportunity to connect with consumers and team members alike, providing top-notch customer experiences every step of the way. The estimated salary for this position is $65,000 - $85,000 per year, depending on experience.You will develop daily strategies to optimize client CRM...
-
Wealth Management Client Service Representative
2 weeks ago
San Francisco, California, United States Disability Solutions Full timeMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. With over 100 years of experience, our team has helped countless clients achieve their financial goals through personalized advice and guidance.We are seeking a Seasonal Financial Associate to...
-
Financial Services Representative
2 weeks ago
San Francisco, California, United States Hoiseth Agency Full timeWe are currently seeking a highly skilled Financial Services Representative to join our team at Hoiseth Agency. As a representative, you will be responsible for selling life insurance products to clients who are interested in purchasing these services.This is a remote position that offers the flexibility to work from home and enjoy a balanced lifestyle. Our...
-
Claims Client Service Professional
2 weeks ago
San Francisco, California, United States Marshall & Sterling Inc Full timeJob SummaryWe are seeking an experienced Claims Client Service Specialist to join our team at Marshall & Sterling Inc. in the P+C Upstate Division.Key ResponsibilitiesFulfill major responsibilities of providing utmost service to clients, including promptly responding to their inquiries and addressing their individual needs for products and services.Support...
-
Client Liaison Representative
2 weeks ago
San Jose, California, United States Sézane Full timeSézane Seeks Client Liaison Representative">We are seeking ambassadors to help us write the next chapter in the US market. As a Client Liaison Representative, you will be responsible for ensuring that each client's experience is exceptional and memorable, and that our brand ethos is communicated with empathy and heart.The ideal candidate will have excellent...
-
Customer Service Representative
2 weeks ago
San Francisco, California, United States Itump Full timeOverviewItump seeks a dedicated Customer Service Representative to provide exceptional support to clients.
-
Client Engagement Representative
2 weeks ago
San Diego, California, United States Eagle Peak Solutions, Inc. Full timeJob SummaryWe are looking for a talented and customer-focused Client Engagement Representative to join our team at Eagle Peak Solutions, Inc. As a Client Engagement Representative, you will be responsible for conducting outreach efforts to potential eligible customers, assessing their eligibility requirements, and completing enrollment in the program.This is...
-
Client Care Representative
2 weeks ago
San Marcos, California, United States Legal Aid Society Of San Diego Full timeJob Title:Client Care Representative">About the PositionWe are seeking a highly skilled Client Care Representative to join our team at Legal Aid Society Of San Diego. The successful candidate will be responsible for greeting clients, answering telephone calls, and assisting with the intake process.The ideal candidate will have excellent communication skills,...
-
Financial Services Representative
2 weeks ago
San Francisco, California, United States Addepar Full timeAbout Our RoleWe're seeking a skilled Financial Services Representative to join our team at Addepar. As a member of our Sales Team, you'll play a critical role in driving revenue growth and building strong relationships with clients.Compensation PackageThe estimated annual compensation for this role is $130,000 - $160,000, comprised of a base salary, bonus,...
-
Customer Service Representative
2 weeks ago
San Francisco, California, United States Vendor Direct Solutions, LLC Full timeJob Title: Support Representative/FloaterWe are seeking a dedicated and detail-oriented Support Representative/Floater to join our team at an established client law firm in the San Francisco area.About the Job:Assist with day-to-day activities of the Office Services, Reception, and/or Hospitality departments.Provide support for office setups and moves,...
-
Office Service Representative I
2 weeks ago
San Francisco, California, United States Canon USA & Affiliates Full timeJob Title: Office Service Representative IWe are seeking an experienced Office Service Representative I to join our team in San Francisco, CA. The ideal candidate will be responsible for handling mail, packages, and interoffice correspondence, as well as providing excellent customer service.About the Role:Receive, sort, and deliver incoming mail and packages...
-
Client Engagement Representative
2 weeks ago
San Bernardino, California, United States TMT Communications, Inc. Full timeAbout TMT CommunicationsTMT Communications, Inc. is a forward-thinking organization committed to redefining the hospitality landscape through groundbreaking innovations and unparalleled customer care.Job SummaryWe are presently seeking an enterprising Client Engagement Representative to join our dynamic team. As a vital member of our organization, you will...