Client Services Associate
2 months ago
We are seeking a highly skilled and customer-focused individual to join our team as a Client Services Associate. In this role, you will be responsible for providing exceptional customer service and support to our clients, ensuring a positive and seamless experience.
Key Responsibilities- Handle customer inquiries and resolve issues in a prompt and professional manner
- Provide personalized assistance to clients, using your knowledge of our products and services to enhance their shopping experience
- Work collaboratively with internal departments to ensure seamless communication and resolution of client issues
- Meet and exceed sales targets by converting customer inquiries into sales
- Maintain accurate records and data, ensuring efficient and effective use of company resources
- Minimum of 1-2 years relevant experience in customer service, sales, or a related field
- Strong written and verbal communication skills, with the ability to diffuse emotional situations
- Excellent problem-solving skills, with the ability to think critically and creatively
- Ability to work in a fast-paced environment, with a flexible schedule that includes nights, weekends, and holidays
- Strong understanding of company brand and products, with a passion for providing a seamless and elevated experience for clients
- A competitive hourly rate, with opportunities for career advancement and professional growth
- A comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) retirement plan
- A dynamic and supportive work environment, with opportunities for collaboration and teamwork
- A culture that promotes a healthy, fulfilling work-life balance
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Client Service Associate
2 weeks ago
New York, New York, United States Waldron Private Wealth Full timeClient Service AssociateWaldron Private Wealth is seeking a highly organized and task-oriented individual to join our team as a Client Service Associate. This role will provide administrative support to the Client Service department, ensuring the delivery of exceptional service to our high net-worth clients.Key Responsibilities:Process and manage client...
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Client Service Associate
4 weeks ago
New York, New York, United States National Financial Partners Full timeJob Title: Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at National Financial Partners. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients.Job Summary:The Client Service Associate will be responsible for...
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Client Service Associate
2 weeks ago
New York, New York, United States PNC Full timeJob Title: Client Service AssociateAt PNC, we're looking for a Client Service Associate to join our team. As a key member of our Client Service team, you'll be responsible for providing exceptional customer service to our clients and advisors.Key Responsibilities:Handle transaction requests, maintenance requests, inquiry requests, and risk managementProvide...
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Client Services Associate
4 weeks ago
New York, New York, United States Coda Search│Staffing Full timeClient Services/Operations AssociateCoda Search│Staffing is seeking a highly organized and detail-oriented Client Services/Operations Associate to join our client, a boutique wealth manager in Westchester. The ideal candidate will have 3-8 years of experience in a client services/operations function and excellent communication skills.Key...
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Client Services Associate
1 month ago
New York, New York, United States Coda Search│Staffing Full timeClient Services AssociateCoda Search│Staffing is seeking a skilled Client Services Associate to join our team. This role will focus on building and maintaining relationships with private wealth clients, working closely with regional sales leaders and internal specialists.Responsibilities:Partner with regional sales leaders to develop and execute client...
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Client Service Associate
1 month ago
New York, New York, United States NFP Full timeJob SummaryWe are seeking a highly skilled and motivated Client Service Associate to join our team at NFP. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesProvide exceptional client service and support to clients,...
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Client Service Associate
1 month ago
New York, New York, United States Oppenheimer & Co. Full timeJob Title: Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our Private Client Division in New York. As a key member of our team, you will be responsible for providing exceptional client service, marketing, scheduling, and administrative support.Responsibilities:Provide administrative support,...
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Client Services Associate
2 weeks ago
New York, New York, United States Coda Search│Staffing Full timeClient Services AssociateWe are seeking a highly skilled Client Services Associate to join our team at Coda Search│Staffing. Key Responsibilities:Investor Communication: Effectively communicate with investors to ensure their needs are met and expectations are exceeded.Onboarding Process: Handle the investor onboarding process, ensuring all required...
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Client Service Associate
4 weeks ago
New York, New York, United States Stifel Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will provide exceptional customer service to our clients, assist with account maintenance, and perform various administrative tasks.Key ResponsibilitiesProvide excellent customer service to clients via phone, email,...
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Client Service Associate
1 week ago
New York, New York, United States Guidepoint Global Full timeAbout the Role:Guidepoint Global is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a vital role in guiding our clients' research needs by identifying and recruiting experts from our vast network of over 1.25 million Guidepoint Advisors.Key Responsibilities:Work closely...
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Client Services Associate
2 weeks ago
New York, New York, United States The Trade Desk Full timeAbout The Trade DeskThe Trade Desk is a leading global technology company that empowers brands and their agencies to deliver a more insightful and relevant ad experience for consumers. Our mission is to revolutionize the way global brands and their agencies advertise to audiences around the world.About the RoleWe are seeking a highly motivated and...
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Client Services Associate
2 weeks ago
New York, New York, United States KDS Strategic Search Group Full timeUnlock Your Potential as a Client Services AssociateAre you a detail-oriented and organized professional looking to make a meaningful impact in the financial services industry? We are seeking a highly skilled Client Services Associate to join our team at KDS Strategic Search Group.Key Responsibilities:Provide exceptional support to our Wealth Management...
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Client Service Associate
4 weeks ago
New York, New York, United States Guidepoint Full timeAbout GuidepointGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. Our innovative technology and expert network provide on-demand intelligence and research to drive business success.Job SummaryWe are seeking a highly motivated and organized Client Service Associate to join our team. As a Client Service...
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Client Service Associate
5 days ago
New York, New York, United States NFP Full timeJob DescriptionWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at NFP. As a Client Service Associate, you will play a critical role in supporting our Relationship Managers by scheduling and coordinating activities and initiatives that facilitate new policy and client service processes.Key ResponsibilitiesPre-Sale...
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Client Service Associate
5 days ago
New York, New York, United States Guidepoint Full timeJob Title: Client Service AssociateGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. As a Client Service Associate, you will play a vital role in our success by understanding client needs and identifying experts who can provide valuable insights.Key Responsibilities:Develop strategies to satisfy client...
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Client Service Associate
2 weeks ago
New York, New York, United States Stifel Financial Full timeA Client Service Associate at Stifel Financial plays a vital role in assisting Financial Advisors with client account opening and maintenance. Key Responsibilities:Perform clerical functions related to client account opening and ongoing account maintenance.Assist Financial Advisors with client record management and data entry.Provide exceptional client...
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Client Service Associate
2 weeks ago
New York, New York, United States Neuberger Berman Group LLC Full timeJob Title: Client Service AssociateJob Summary:The Client Service Associate is a key role within Neuberger Berman's Institutional business, responsible for providing exceptional client service and support to our clients. This position will work closely with Client Service Advisors to ensure seamless client delivery, coordinate client requests, and provide...
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Client Services Associate
1 month ago
New York, New York, United States GemHarvest Executive Recruiting Full timeJob SummaryWe are seeking an experienced Operations Associate to join our team at GemHarvest Executive Recruiting. As an Operations Associate, you will play a critical role in supporting our custodial operations and working closely with our Client Service team to implement processes.About the RoleThis is a back office role that requires strong organizational...
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Client Services Associate
5 days ago
New York, New York, United States Allocate Inc Full timeJob Title: Client Services AssociateAt Allocate Inc, we are seeking a highly skilled Client Services Associate to join our team. As a key member of our Client Services & Operations team, you will play a vital role in supporting our long-term growth by developing, servicing, and managing client relationships across all product lines.Key Responsibilities:Work...
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Client Services Associate
2 weeks ago
New York, New York, United States Blue Owl Full timeAbout Blue OwlBlue Owl is a leading asset manager that is redefining alternatives. With a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong...