Current jobs related to Client Support Associate - Dallas, Texas - Curate Corp Voice

  • Client Support Associate

    3 weeks ago

    Dallas, Texas, United States TBWA\Chiat\Day Full time

    Client Support AssociateAt Witherite Law Group, we're committed to delivering exceptional client experiences. As a Client Support Associate, you'll play a vital role in ensuring our clients receive the highest level of care and support.Key Responsibilities:Coordinate client flow and assist in preliminary data entry and document collection.Onboard and...

  • Client Associate

    4 weeks ago

    Dallas, Texas, United States Neuberger Berman Group LLC Full time

    Job Summary:The Client Associate will provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under management. This role will enhance the client experience by assisting with the service, maintenance, and growth of the team's high net worth book of business. The Client Associate will provide a perspective on...

  • Client Associate

    1 day ago

    Dallas, Texas, United States Neuberger Berman Group LLC Full time

    Job Summary:The Client Associate will provide comprehensive operational support to a seasoned Senior Wealth Advisor Team with over $2B in assets under management. This role will enhance the client experience by assisting with the service, maintenance, and growth of the team's high net worth book of business. The Client Associate will also gain a perspective...

  • Client Associate

    2 weeks ago

    Dallas, Texas, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. As a subsidiary of Rockefeller Capital Management L.P., we offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets...

  • Client Associate

    4 days ago

    Dallas, Texas, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Rockefeller Capital Management is a leading independent financial advisory services firm. Established in 2018, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office...

  • Client Associate

    1 week ago

    Dallas, Texas, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Rockefeller Capital Management is a leading independent financial advisory services firm. Established in 2018, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office...

  • Client Services Associate

    1 month ago

    Dallas, Texas, United States HFS Wealth Management Full time

    {"Job Summary This is a full-time on-site role for a Client Services Associate in our Dallas, TX office. The Client Services Associate will be responsible for providing exceptional customer service and support to our clients. Key responsibilities include executing service requests, maintaining portfolio data, managing client data in CRM, preparing custodian...

  • Client Experience Associate

    4 weeks ago

    Dallas, Texas, United States Farther Full time

    {"h1": "Client Experience Associate", "p": "At Farther, we're on a mission to revolutionize the wealth management industry by combining expert advisors with cutting-edge technology. As a Client Experience Associate, you'll play a critical role in delivering a seamless and personalized experience for our advisors and clients. Your responsibilities will...

  • Client Services Associate

    1 month ago

    Dallas, Texas, United States HFS Wealth Management Full time

    {"h1": "Client Services Associate", "p": "At HFS Wealth Management, we are seeking a highly skilled Client Services Associate to join our team. As a key member of our client services team, you will be responsible for providing exceptional customer service and support to our clients. Your primary responsibilities will include addressing external and internal...

  • Client Service Associate

    4 weeks ago

    Dallas, Texas, United States Stifel Financial Full time

    Job SummaryAs a Client Service Associate at Stifel Financial, you will play a vital role in supporting our Financial Advisors with client account management and administrative tasks. This is an excellent opportunity to develop your skills and contribute to the success of our team.Key ResponsibilitiesAssist Financial Advisors with client account opening and...

  • Client Associate

    1 week ago

    Dallas, Texas, United States Rockefeller Capital Management Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm established in 2018. With a rich history dating back to 1882, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout...

  • Client Relations Associate

    3 weeks ago

    Dallas, Texas, United States Elite GI. Full time

    Client Relations AssociateAt Elite Generations, we're dedicated to making a positive impact on our community. As a Client Relations Associate, you'll play a key role in supporting our nonprofit clients in their efforts to expand their charitable outreach.Key Responsibilities:Donor Engagement: Engage with potential donors during fundraising events,...

  • Client Relations Associate

    2 months ago

    Dallas, Texas, United States Elite GI. Full time

    Client Relations AssociateAt Elite Generations, we're dedicated to making a positive impact on our community. As a Client Relations Associate, you'll play a key role in supporting our nonprofit clients in their charitable outreach efforts.Key Responsibilities:Donor Engagement: Engage with potential donors during fundraising events to drive charitable...

  • Associate, Consulting Clients

    1 month ago

    Dallas, Texas, United States Third Bridge Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Consulting Clients team at Third Bridge. As an Associate, you will play a critical role in supporting our clients' research needs, working closely with our experts and clients to deliver high-quality research solutions.Key ResponsibilitiesSupport clients in their...

  • Client Relations Associate

    2 weeks ago

    Dallas, Texas, United States Aveanna Full time

    Job Title: Client Relations AssociateAt Aveanna, we are seeking a highly motivated and detail-oriented Client Relations Associate to join our team. As a Client Relations Associate, you will play a critical role in educating clients on our products and services, coordinating delivery of care with local teams, and selling or introducing new corporate products...

  • Client Relations Associate

    2 weeks ago

    Dallas, Texas, United States Elite GI. Full time

    Unlock Your Potential as a Client Relations AssociateAt Elite Generations, we're dedicated to making a positive impact on our community. As a Client Relations Associate, you'll play a vital role in supporting our nonprofit clients in their efforts to expand their charitable outreach. Your proactive approach will help drive innovative fundraising initiatives...

  • Client Service Associate

    3 weeks ago

    Dallas, Texas, United States Stifel Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors with the opening and maintenance of client accounts and records.Key ResponsibilitiesPerform clerical functions related to opening...

  • Associate Client Advocate

    5 days ago

    Dallas, Texas, United States WTW inc. Full time

    Job SummaryThe Associate Client Advocate is a key role within WTW inc. that focuses on delivering exceptional client experiences through strategic planning, consulting, and advocacy. This position requires a strong understanding of commercial property and casualty insurance, as well as excellent relationship management and negotiation skills.The ideal...

  • Associate Client Advocate

    2 weeks ago

    Dallas, Texas, United States WTW inc. Full time

    Job SummaryThe Associate Client Advocate is a key role within our organization, responsible for delivering exceptional client experiences and driving business growth. This position requires a strong understanding of commercial property and casualty insurance, as well as excellent relationship management and negotiation skills.Key ResponsibilitiesRetain...

  • Client Service Associate

    1 month ago

    Dallas, Texas, United States Stifel Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a key member of our financial services team, you will be responsible for providing exceptional customer service and administrative support to our clients and financial advisors.Key ResponsibilitiesAssist financial advisors with opening and...

Client Support Associate

2 months ago

Dallas, Texas, United States Curate Corp Voice Full time
Job Overview

Curate Corp Voice is looking for a passionate and service-oriented Customer Service Specialist to join our dynamic team. The successful candidate will manage both incoming and outgoing communications, respond to client inquiries, resolve challenges, and deliver outstanding support to our customers.

Key Responsibilities
  • Call Management: Efficiently handle incoming calls from clients, addressing questions and resolving concerns promptly and professionally.
  • Client Assistance: Offer precise information regarding our offerings, troubleshoot issues, and guide clients towards effective solutions.
  • Follow-Up Calls: Conduct outbound communications for follow-ups, surveys, and to address any unresolved matters.
  • Record Keeping: Diligently document client interactions, transactions, and feedback within the company’s CRM platform.
  • Issue Escalation: Recognize and escalate intricate issues to the relevant department or supervisor when necessary.
  • Sales Support: Aid in promoting additional products and services when suitable.
  • Continuous Learning: Engage in ongoing training sessions to improve product knowledge and enhance customer service capabilities.
  • Teamwork: Collaborate effectively with colleagues and other departments to meet organizational objectives.
Qualifications
  • Education: High school diploma or equivalent; some college experience is a plus.
  • Communication Skills: Exceptional verbal and written communication abilities.
  • Technical Proficiency: Familiarity with computer systems, CRM software, and Microsoft Office applications.
  • Analytical Skills: Strong problem-solving skills and meticulous attention to detail.
  • Multitasking Ability: Capacity to manage multiple responsibilities simultaneously and prioritize tasks effectively.
  • Customer-Centric Approach: A genuine passion for delivering excellent customer service and maintaining a positive demeanor.
  • Flexibility: Willingness to work various shifts, including evenings, weekends, and holidays as required.
Job Posted by Curate Corp Voice