Client Support Associate Manager

5 days ago


Wilmington, Delaware, United States Pyxai, Inc. Full time
About the Role

We are seeking a highly skilled Client Services Associate to join our team. This individual will provide administrative support to our financial consultants, ensuring seamless client interactions and excellent service delivery.

Key Responsibilities
  • Document Management: Compile and update necessary documents and contracts, preparing presentation materials for client meetings.
  • Meeting Coordination: Gather meeting notes, input them into client files, and obtain and process all client information and transactions.
  • Account Management: Create new accounts, maintain client portfolios, and perform administrative and clerical duties as necessary.
Requirements
  • Education: High school diploma or equivalent; associate or bachelor's degree in business, finance, or related field preferred.
  • Experience: Experience as a Client Services Associate or other administrative role in the financial industry is a plus.
  • Skills: Proficient in Microsoft Office, strong communication and organizational skills, detail-oriented, comfortable working independently, and exceptional customer service skills.
Estimated Salary

$45,000 - $60,000 per year, depending on location and experience.



  • Wilmington, Delaware, United States M&T Bank Full time

    Job Description:M&T Bank's Institutional Client Services Manager plays a vital role in leading all aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. This individual will support senior account relationship managers and foster strong relationships with internal and external...


  • Wilmington, Delaware, United States CSC Full time

    CSC is seeking a highly skilled Wilmington Client Support Specialist to join our corporate call center team! In this role, you'll work directly with our clients and teams to provide solutions that help their business run smoother and smarter.You'll be responsible for building relationships with our clients, researching and analyzing legal documents, and...


  • Wilmington, Delaware, United States Theresa Heitter - State Farm Agent Full time

    We are located in Wilmington, DE and help customers with their insurance and financial services needs, including:Auto insuranceHome insuranceLife insuranceRetirement planningAs a key member of the Theresa Heitter - State Farm Agent team, you will play a vital role in helping our customers manage the risks of everyday life, recover from the unexpected and...


  • Wilmington, Delaware, United States Wilmington Trust Full time

    Job OverviewWe are seeking an experienced Strategic Client Partnership Manager to join our team at Wilmington Trust. As a key member of our Global Capital Markets group, you will be responsible for managing complex client relationships and driving business growth through strategic partnerships.Key ResponsibilitiesClient Relationship Management: Build and...


  • Wilmington, Delaware, United States Allied Universal® Full time

    Secure your career with Allied UniversalAbout UsWe are North America's leading security and facility services company, dedicated to providing rewarding careers that give you a sense of purpose.As part of our dynamic, diverse, and inclusive workplace, you'll be part of a team that fuels a culture that reflects in our communities and customers we serve.Job...


  • Wilmington, Delaware, United States Marshalls Full time

    **Overview**">We are currently seeking a highly skilled Sales Floor Support Associate to join our team at Marshalls. As a key member of our sales floor team, you will be responsible for providing exceptional customer service and ensuring a positive shopping experience for our customers.Job Summary:Sales Floor Support Associates are the face of Marshalls,...


  • Wilmington, Delaware, United States Nemours Foundation Full time

    Job Title: Nursing Support AssociateEstimated Salary: $45,000 - $65,000 per yearThe Nemours Foundation is seeking an experienced and detail-oriented Nursing Support Associate to join our team. In this full-time role, you will be responsible for assisting patients with various tasks and supporting the healthcare team in delivering exceptional patient care.Key...


  • Wilmington, Delaware, United States International Search Consultants Full time

    Job DescriptionThe Client Service Associate will partner with the Centralized Investment Operations team and West Coast Wealth Advisors to ensure clients receive high-touch service and their financial transactions are processed accurately and timely. The role involves working closely with ultra-high net worth clients with 200 million plus in investible...


  • Wilmington, Delaware, United States First Citizens Bank Full time

    Company OverviewFirst Citizens Bank is a leading financial institution dedicated to providing exceptional service and support to its clients. Our team of professionals works tirelessly to ensure the success of our clients and the growth of our organization.Job DescriptionWe are seeking an Operational Support Specialist to join our team in [location]. This...


  • Wilmington, Delaware, United States HealthEcareers - Client Full time

    About HealthEcareers - ClientWe are a leading healthcare provider with a strong commitment to delivering exceptional patient care and promoting a culture of diversity and inclusion. Our team members are part of an environment that fosters teamwork, engagement, and community involvement.Job SummaryWe are seeking an experienced Progressive Care Registered...


  • Wilmington, Delaware, United States Solenis Full time

    Solenis is a leading global producer of specialty chemicals, and we are seeking a highly skilled Procurement Support Associate to join our team. The successful candidate will be responsible for supporting procurement activities, including place purchase orders, confirm shipment dates, and handle freight arrangements with suppliers. They will also ensure that...


  • Wilmington, Delaware, United States Best Buy Full time

    Job Description:As a Sales and Support Associate at Best Buy, you will play a vital role in delivering exceptional customer experiences. Your primary responsibilities will include:Main Responsibilities:Greeting and engaging with customers to create a positive first impressionProviding expert advice on products and services to meet customer needs and...


  • Wilmington, Delaware, United States Ally Waste Services Full time

    At Ally Waste Services, we are committed to promoting cleaner communities and happier residents through our premium valet trash and recycling services.We are currently seeking a highly motivated Part-Time Waste Management Associate to join our team. This role will involve collecting trash bags from apartment doorsteps and taking them to the dumpster at one...


  • Wilmington, Delaware, United States CSC Full time

    Looking for a career where you can deliver exceptional service and make a real impact? We have an exciting opportunity for a Client Service Professional to join our corporate call center team in Wilmington, DE (Hybrid). We're passionate about helping our clients succeed, and we need someone with strong research skills and attention to detail to help us...


  • Wilmington, Delaware, United States Corporation Service Company Full time

    Job DescriptionWe are seeking a highly skilled Client Support Specialist to join our team at Corporation Service Company. This individual will be responsible for providing exceptional customer service to clients and internal teams, as well as analyzing and processing legal documents.Key ResponsibilitiesProvide timely and effective responses to client...


  • Wilmington, Delaware, United States Corporation Service Company Full time

    Job DescriptionBuild relationships with our clients to better understand their unique needs and concerns.Research, analyze, review, and process legal documents.Fulfill requests and answer questions for internal and external customers via phone or electronically.Provide excellent client service to both internal and external clients.Manage client portfolios...


  • Wilmington, Delaware, United States Barclays Full time

    Role OverviewThis role is pivotal in fostering and maintaining positive client relationships. As a key member of our team, you will be responsible for providing exceptional customer service to clients by responding to inquiries, resolving issues, and handling client requests efficiently.The ideal candidate will possess excellent communication skills,...


  • Wilmington, Delaware, United States Kaufman Dolowich LLP Full time

    About the RoleWe are seeking a highly motivated and skilled Litigation Associate to join our growing team at Kaufman Dolowich LLP. As a Litigation Associate, you will be responsible for independently managing a caseload of civil litigation cases from inception through resolution.Key Responsibilities:Manage a caseload of complex civil litigation casesConduct...


  • Wilmington, Delaware, United States Brandywine Hundred Veterinary Hospital Full time

    Job Description:At Brandywine Hundred Veterinary Hospital, we are seeking an experienced and dedicated veterinary professional to join our team as a Veterinary Client Service Coordinator.The ideal candidate will possess excellent communication skills, with the ability to work effectively in a fast-paced environment. As the first point of contact for clients,...


  • Wilmington, Delaware, United States HealthEcareers - Client Full time

    About the PositionHealthEcareers - Client is seeking a skilled Telemetry Registered Nurse for a travel contract in Wilmington, NC.The ideal candidate will have at least 1 year of experience in a Telemetry setting and possess strong clinical skills to provide high-quality patient care.Job HighlightsContract Length: 13 WeeksStart Date: NegotiableShift: 12...