Client Services Representative
1 week ago
Citi seeks a Client Services Representative to deliver exceptional client experiences through outbound calls, inbound calls, and in-person interactions. The ideal candidate will possess excellent communication and problem-solving skills to address client inquiries and concerns efficiently.
Key Responsibilities:- Client Engagement: Build relationships with clients to acquire new relationships and deepen existing ones through cross-selling relevant products and services.
- Service Delivery: Ensure timely and accurate delivery of client services, leveraging technology and marketing tools to enhance the overall experience.
- Collaboration: Work closely with internal teams to identify client needs and provide effective solutions.
The successful candidate will consistently demonstrate clear and concise written and verbal communication skills, prioritizing client satisfaction and loyalty.
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Client Services Technician
1 day ago
San Francisco, California, United States Client Services Full timeCareer 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...
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Customer Service Representative
1 day ago
San Francisco, California, United States Client Services Full timeCareer 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...
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Client Service Representative
3 days ago
San Francisco, California, United States Citi Full time**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...
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Client Services Representative
12 hours ago
San Francisco, California, United States Newfront Insurance Services, LLC Full timeNewfront 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...
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Client Service Representative
18 hours ago
San Francisco, California, United States Gilder Search Group Full time**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...
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Senior Full Stack Developer
6 days ago
San Francisco, California, United States Client Services Full timeClient ServicesA leading AI start-up in the logistics industry is seeking a highly skilled Full Stack Software Engineer to join their team. As a key member of the Client Services division, you'll work directly with clients to design innovative tools that drive AI-powered workflows and operational efficiency.Role Responsibilities* Create and optimize AI...
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Client Service Representative
2 days ago
San Francisco, California, United States Jobleads-US Full timeAbout the RoleAs a Client Service Representative at Morgan Stanley, you will play a crucial role in delivering exceptional service to our clients. Your primary responsibility will be to support Financial Advisors and Private Wealth Advisors in cultivating and enhancing new and existing client relationships.Key ResponsibilitiesProvide service coverage for...
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Client Service Representative
14 hours ago
San Francisco, California, United States Jobleads-US Full timeAbout the Role:As a Client Service Representative, you will be responsible for delivering exceptional service to our clients and supporting Financial Advisors and their teams on a daily basis.The ideal candidate will possess strong interpersonal skills and be able to build trusted relationships with clients. You will be working in a fast-paced environment...
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Client Service Representative
2 days ago
San Francisco, California, United States Jobleads-US Full timeJob OverviewMorgan Stanley is committed to delivering exceptional service to its clients and fostering a culture of excellence. As a Client Service Representative, you will play a vital role in supporting the daily operations of our Financial Advisors (FAs) and Private Wealth Advisors (PWAs), ensuring seamless client experiences.About the RoleThis position...
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Client Service Representative
2 days ago
San Francisco, California, United States Jobleads-US Full timeAbout the Position">This is an exciting opportunity to join our Private Client Group as a Client Service Representative. You will play a critical role in serving existing and prospective clients with professionalism and compassion.">Key Responsibilities">">Respond to client inquiries and resolve issues promptly.">Facilitate the transfer of securities into...
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Client Services Representative
6 days ago
San Francisco, California, United States Beacon Hill Staffing Group Full timeWe are seeking a highly organized and detail-oriented Client Services Representative to join our team at Beacon Hill Staffing Group. In this role, you will be responsible for providing exceptional customer service, managing multiple tasks, and maintaining a high level of organization.Responsibilities:Respond to client inquiries and resolve issues in a timely...
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Client Services Representative
3 days ago
San Diego, California, United States Cetera Full timeThis 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 relationships,...
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San Francisco, California, United States Jobleads-US Full timeAbout this Role:This role offers an exciting opportunity to join our wealth management team and contribute to the success of our clients and advisors. As a Seasonal Client Services Representative, you will play a critical role in delivering exceptional client service and support to our financial advisors.Your key responsibilities will include providing...
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Junior Technical Support Representative
2 days ago
San Francisco, California, United States Client Services Full timeJunior Technical Support Representative (Spanish Speaking)Mississauga, Ontario$55,000 - $60,0000 + Full Training + Promotion Opportunities + Full Benefit PackageExcellent role on offer for a college leaver looking to start their career withing a market leading manufacturer where you will be given the opportunity to progress to a senior position.This is a...
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Client Service Representative
3 days ago
San Diego, California, United States Vets Hired Full timeAbout the JobAre you passionate about delivering exceptional customer experiences and helping people achieve their financial goals? We are seeking a highly skilled Client Service Representative to join our team at Vets Hired. As a Client Service Representative, you will be the primary point of contact for our customers, providing top-notch support through...
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Client Service Representative
3 days ago
San Jose, California, United States Banfield Pet Hospital Full timeOur Client Service Coordinators have the critical and demanding role of often being the first and the last friendly, welcoming and professional representatives of our practice. This can include, but is not limited to, meeting face to face, talking on the phone and involving clients in shared decision making.
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Client Service Representative, Family Office
4 weeks ago
San Francisco, California, United States Fidelity Investments Full timeJob Description:The RoleThe Client Service Representative (CSR) will provide customer service and operational support to the Client Management Team. The team supports a division of Fidelity, serving the needs of their High Net Worth Clients.The Expertise We're Looking ForBachelor's degree required1-3 years in financial asset/brokerage servicing with an...
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Client Services Representative
3 weeks ago
San Diego, California, United States Prometheus Laboratories Inc. Full timeSUMMARYSupports client accounts and laboratory logistics by providing customer support to clients, patients, Prometheus sales representatives, and other departments including marketing and billing.ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.* Responsible for receiving incoming phone calls and requests for test...
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Client Service Representative
2 days ago
San Francisco, California, United States Jobleads-US Part timeAbout the RoleAs a Registered Client Service Associate at Jobleads-US, you will play a crucial role in providing exceptional service to our clients and supporting Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams on a daily basis.Key Responsibilities:Cultivating and Enhancing Client RelationshipsProviding Service CoverageAdministrative...
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Client Service Representative
20 hours ago
San Francisco, California, United States Adecco USA Full timeJob DetailsAdecco USA is seeking a motivated and detail-oriented Service Specialist to join our team. As a Service Specialist, you will provide exceptional client service and support in a fast-paced environment, ensuring seamless operations and meeting client expectations.Main Job Duties:Client Service: Respond to client inquiries, resolve issues, and ensure...