Client Experience Associate

We are seeking a highly skilled Manager of Client Services to join our team at Simplex, a top Wealth Management Firm. This role will be based in the Greater Mclean VA / Tysons Corner area and involve an initial 90 days of 5 days/week on-site during the training period.Company Overview:Simplex provides comprehensive financial planning, retirement and tax...

Key Skills and QualificationsTo succeed as a Financial Client Associate, you will require proficiency in Microsoft Office, experience in client servicing and operations at a financial firm, and prior experience working with portfolio management software.We offer competitive compensation based on experience, including a salary of $55,000 - $65,000 per annum,...

**Job Summary**Spherion is seeking a Client Experience Coordinator to join our team. In this role, you will be responsible for providing exceptional customer service to our clients, assisting them with inquiries and issues, and ensuring their overall experience with our company is positive.**Key Responsibilities:**Provide excellent customer service via phone...

Job TitleClient Services Associate ProfessionalWe are seeking a highly skilled Client Services Associate Professional to join our team at MV Financial Group, MV Capital Management Inc. The ideal candidate will have excellent communication and problem-solving skills, with the ability to work effectively in a fast-paced environment.

At Wingstop, we're looking for talented individuals to join our team as Customer Experience Associates. As a key member of our front-of-house team, you'll be responsible for delivering exceptional customer service by acting as the face and voice of Wingstop to all guests who walk into the restaurant.Responsibilities include greeting guests, answering phone...

At Simplex, we are seeking a highly skilled Client Service Associate to support our client base. This hybrid position involves working 3 days in the office and 2 days from home, with an initial 90-day training period where you will work 5 days a week on-site.Our clients trust us to manage their financial planning, retirement, tax planning, estate planning,...

About the CompanyJTB International Inc. provides financial planning and wealth management services to clients globally.We value our team members' diverse talents and are seeking a Client Service Associate who shares our commitment to integrity, objectivity, and perspective.As a member of our team, you will have opportunities for professional development and...

About the RoleWe are seeking a highly organized and detail-oriented Client Service Associate to support our Financial Advisors in delivering exceptional client service.Responsibilities include managing calendars, scheduling meetings, and preparing client documents.This is an excellent opportunity to develop your skills and expertise in the financial services...

Job ResponsibilitiesThe ideal candidate will possess strong analytical and communication skills, with a proven ability to work effectively in a fast-paced environment. Key responsibilities include:* Interfacing directly with clients to complete service requests* Assisting with operational procedures, including reporting and cash management within client...

Job OverviewWe are seeking a highly skilled Client Service Associate to provide exceptional support to our Financial Advisors in delivering outstanding results to clients. This role involves coordinating and performing various staff and operational support activities, anticipating client needs, and solving problems with excellent service while communicating...

About the RoleWe are seeking a highly motivated and results-driven Enterprise Account Manager to join our team at Association Resource Group, Inc. As an EAM, you will be responsible for developing and implementing strategies to drive revenue growth, expand existing client relationships, and identify new business opportunities.Key responsibilities include...

Capital One Shopping is looking for a Senior Associate to join the Partnerships Team. This client-facing role requires a highly detail-oriented individual with strategic account management, sales and data experience. The ideal candidate will partner with key external stakeholders (merchants, agencies, networks) to help grow and cultivate Capital One...

Job Summary:PetSmart is looking for a highly motivated Sales Associate to join our team. As a key member of our sales floor, you will be responsible for providing an exceptional customer experience, ensuring a safe and welcoming environment for all pets, and supporting the needs of our pet parents.About the Role:Welcome customers to the store and facilitate...

Job OverviewMV Financial Group and MV Capital Management Inc. are seeking a skilled Client Services Coordinator to join our team.This is a salaried position with an estimated annual salary of $65,000-$85,000 based on experience.ResponsibilitiesInterfacing directly with clients to complete service requestsAssist & coordinate operational procedures, including...

Why Join Us?At Edward Jones, we value diversity, equity, and inclusion. We believe that everyone deserves to feel seen, heard, and respected, regardless of their background or identity.Our Commitment to YouWe provide a safe and inclusive work environmentWe offer opportunities for professional growth and developmentWe recognize and reward outstanding...

About the RoleThe Universal Banker position at First State Bank and Trust is a perfect opportunity for individuals who excel in customer service and are eager to take on the responsibilities of both a teller and a personal banker. This dual-role position involves managing the day-to-day operations of the Retail Branch, conducting routine transactions, and...

About the RoleWe are seeking an experienced Personal Lines Account Manager to join our team at Sahouri Insurance & Financial. As a key member of our client services department, you will be responsible for handling the daily needs of our clients, providing exceptional customer service, and policy administration.This is an excellent opportunity for a motivated...

Job Title: Client Relationship SpecialistJob DescriptionIn this role, you will be responsible for providing direct support to a Financial Advisor, assisting with a wide variety of client and administrative functions, and contributing to the firm's development. Your key responsibilities will include running daily reports, coordinating staff and operational...

About the PositionWe are seeking a highly motivated and results-driven Client Retention Specialist to join our team at Glue Up. In this role, you will focus on building strong relationships with clients to drive satisfaction, adoption, and retention.With an estimated salary of $70,000 - $100,000 per year, this is an excellent opportunity for someone who...

Key ResponsibilitiesThe successful candidate will have the following responsibilities:Builts and maintains strong relationships with clients through regular communication and account management.Develops and implements effective marketing strategies that meet client goals.Manages multiple client accounts, ensuring timely delivery of projects.Provides...