Client Services Associate
2 weeks ago
Client Services Associate
Position Overview
The Client Services Associate plays a crucial role in ensuring member satisfaction and operational efficiency within the organization. This position involves managing financial transactions and fostering relationships with both existing and prospective members.
Key Responsibilities
- Effectively manages a cash drawer and executes member transactions with precision.
- Handles and records daily transactions through various channels including online banking and automated systems.
- Enhances member experience by promoting financial products and services that align with their needs.
- Provides exceptional support and communication to both members and colleagues.
- Evaluates and processes loan applications, ensuring thorough review and adherence to policies.
- Manages collections for overdue accounts, loans, and credit services.
- Acts as a primary contact for new members, guiding them through the account setup process.
Qualifications
Education: Required: High School Diploma or equivalent.
Preferred: Bachelor's degree.
Experience: Preferred: 1-2 years of experience in a financial services role.
Licensure/Certification: Required certifications as applicable.
-
Client Service Associate
2 months ago
Greensboro, United States LPL Financial Full timeJob Overview: The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong...
-
Client Service Associate
1 week ago
Greensboro, North Carolina, United States LPL Financial Full time**Job Overview:**The primary role of the Client Service Associate (CSA) at LPL Financial is to provide administrative support to an advisor or team of advisors, including daily, monthly, and annual tasks. The CSA helps the advisor maintain their practice and deliver positive results for the advisor's clients.**Key Responsibilities:**Provide exceptional...
-
Client Service Associate in Brokerage
2 weeks ago
Greensboro, United States Truist Financial Corporation Full timePosition OverviewThis role is integral to the operations of our financial advisory team, focusing on delivering exceptional client service and support.Key ResponsibilitiesProvide comprehensive administrative assistance to Financial Advisors.Facilitate operational tasks to enhance business efficiency.Support business development initiatives to foster client...
-
Brokerage Client Service Associate
3 days ago
Greensboro, NC, USA, United States Truist Full timeAbout the Role:We are seeking a highly skilled and motivated Client Service Associate to join our team at Truist. As a Client Service Associate, you will play a critical role in providing exceptional support to our Financial Advisors and clients.Key Responsibilities:Assist Financial Advisors in servicing clients, including preparing financial plans,...
-
Client Service Associate
4 days ago
Greensboro, NC , USA, United States LPL Financial Holdings, Inc. Full timeJob OverviewThe Client Service Associate is a key member of our team, providing administrative support to our financial advisors. This role is responsible for maintaining the advisor's practice and delivering exceptional results for their clients.ResponsibilitiesClient Support: Provide exceptional customer service to clients, responding to inquiries and...
-
Client Service Representative
3 weeks ago
Greensboro, United States Sonic Anatomic Pathology Full timeJob Functions, Duties, Responsibilities and Position Qualifications: Quality is in our DNA -- is it in yours? You are a superhero when it comes to patient specimens. Youve got problem-solving instincts, a passion for patient care, and the drive to keep things running smoothly. Youre also looking for great benefits, the support of an all-star team, and an...
-
Client Service Representative
2 weeks ago
Greensboro, United States Sonic Anatomic Pathology Full timeJob Functions, Duties, Responsibilities and Position Qualifications:Quality is in our DNA -- is it in yours?You are a superhero when it comes to patient specimens. You’ve got problem-solving instincts, a passion for patient care, and the drive to keep things running smoothly. You’re also looking for great benefits, the support of an all-star team, and an...
-
Client Service Specialist
2 weeks ago
Greensboro, United States Truist Financial Corporation Full timePartner with both the Sales Center and Remarketing areas to ensure quality service is delivered at a support level. Remain knowledgeable of coverages and manage the expectation of the client (both internal and external). Maintain rapport with clients Client Service, Specialist, Service, Client, Retail, Banking
-
Client Service Representative
2 months ago
Greensboro, United States Mission Wealth Full timeJob DescriptionJob DescriptionAs a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a dynamic Client Services Representative to join our high-performing Operations department. This is an opportunity to work a hybrid schedule AND elevate...
-
Client Service Representative
1 day ago
Greensboro, United States Sonic Healthcare USA, Inc. Full timeJoin Our Team at Sonic Healthcare USA, Inc.About the Role:We are seeking a highly skilled and dedicated Client Service Representative to join our team at Sonic Healthcare USA, Inc. As a key member of our client service team, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.Key...
-
Client Service Representative
4 days ago
Greensboro, United States Sonic Healthcare USA, Inc. Full timeJoin Our Team at Sonic Healthcare USA, Inc.About the Role:We are seeking a highly skilled and dedicated Client Service Representative to join our team at Sonic Healthcare USA, Inc. As a key member of our team, you will be responsible for providing exceptional patient care and ensuring the smooth operation of our client services.Key Responsibilities:Provide...
-
Client Service Representative
3 weeks ago
Greensboro, United States Sonic Healthcare USA, Inc. Full timeQuality is in our DNA -- is it in yours? You are a superhero when it comes to patient specimens. Youve got problem-solving instincts, a passion for patient care, and the drive to keep things running smoothly. Youre also looking for great benefits, Client Service, Representative, Customer Service, Retail, Healthcare, Client
-
Client Support Associate, Employee Health
1 month ago
Greensboro, North Carolina, United States Marsh Full timeClient Support Associate, Employee Health & BenefitsOur not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes...
-
Travel Nurse RN
4 days ago
Greensboro, North Carolina, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN - Home Health SpecialistWe are seeking a skilled Travel Nurse RN - Home Health Specialist to join our team at HealthEcareers - Client. As a Travel Nurse RN - Home Health Specialist, you will be responsible for providing high-quality patient care in a home health setting.Job Summary:Provide skilled nursing care to patients in their...
-
Client Service Representative
3 weeks ago
Greensboro, United States Sonic Anatomic Pathology Full timeJob Functions, Duties, Responsibilities and Position Qualifications:Quality is in our DNA -- is it in yours?You are a superhero when it comes to patient specimens. You’ve got problem-solving instincts, a passion for patient care, and the drive to keep things running smoothly. You’re also looking for great benefits, the support of an all-star team, and an...
-
Client Services Coordinator
2 weeks ago
Greensboro, North Carolina, United States Schumacher Homes Full timePosition OverviewSchumacher Homes stands as a premier custom homebuilder, committed to delivering an exceptional experience for our clients.Work-Life Balance - We prioritize the well-being of our team members by offering a 36-hour work week, fostering a healthier balance between personal and professional life.If you seek a fulfilling career, consider...
-
Sr. Client Service Representative
4 weeks ago
Greensboro, North Carolina, United States Insperity Full timeSenior Client Service RepresentativeAre you passionate about finance and dedicated to providing exceptional customer service? Our client seeks dynamic individuals to join their growing Senior Client Service Representatives team. If you thrive in a fast-paced environment, excel at communication, and are genuinely interested in helping clients achieve their...
-
Culinary Service Associate
2 weeks ago
Greensboro, North Carolina, United States Staffing Logistics Full timeJob OverviewWe are seeking dedicated Culinary Service Associates to join our team in a collegiate environment. Your responsibilities will include preparing and serving food, maintaining cleanliness, managing waste disposal, and ensuring the sanitation of dishes and utensils.Compensation: $14.00 per hourWe offer flexible shifts, including both morning and...
-
Service Associate
4 months ago
Greensboro, United States Truist Financial Corporation Full timeWork collegially as a supportive member of a team for the benefit of the clients (external and internal) and company personnel. Maintain rapport and open, effective communication. Demonstrate strong organizational and project skills. Demonstrate high Associate, Mail Room, Service, Retail, Banking
-
Insurance Client Service Specialist
2 weeks ago
Greensboro, United States Truist Financial Corporation Full timePosition Overview:As a key member of our team, you will be responsible for managing a portfolio of clients within the Property and Casualty (P&C) insurance sector. Your role will involve providing exceptional service and support to ensure client satisfaction and retention.Key Responsibilities:Your primary duties will include:Responding to inquiries from...