Client Services Representative
7 days ago
At Goldman Sachs, we are seeking a highly skilled and motivated Client Services Representative to join our world-class service team. As a Client Services Representative, you will play a critical role in providing exceptional service to our Registered Investment Advisors, ensuring that their needs are met and exceeded.
Responsibilities- Provide value-added service and support to our Registered Investment Advisors, including handling requests for investment products and services.
- Adhere to compliance and risk procedures, ensuring detailed attention to disclosure policies.
- Creatively and conveniently solve member problems in an expedient manner, driving customer experience to high levels of satisfaction.
- Perform comprehensive account and service functions accurately and efficiently, contributing to departmental and corporate goals.
- Bachelor's degree preferred.
- FINRA Series 7 License required, with consideration for sponsoring qualified candidates.
- Minimum of 2 years client service experience, preferably in financial services, retail brokerage, or at an investment advisory firm.
- Proven experience with fundamentals of providing service excellence, including skills to build rapport, determine client needs, and educate clients/prospects on Goldman Sachs' products and services.
At Goldman Sachs, we commit our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities, and investment management firm. Headquartered in New York, we maintain offices around the world.
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Client Service Representative
16 hours ago
Dallas, Texas, United States MSI Credit Solutions Full timeClient Service RepresentativeMSI Credit Solutions is a dynamic and growing company that is seeking a highly motivated and customer-focused Client Service Representative to join our team.We are committed to providing exceptional service to our clients and are looking for someone who shares our passion for delivering outstanding results.Key...
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Client Service Representative
2 weeks ago
Dallas, Texas, United States MSI Credit Solutions Full timeClient Service RepresentativeMSI Credit Solutions is a dynamic and growing company that is seeking a highly motivated and customer-focused Client Service Representative to join our team. As a Client Service Representative, you will play a critical role in providing exceptional service to our clients, helping them achieve their financial goals, and...
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Client Services Representative
1 month ago
Dallas, Texas, United States Globe Life Full timeClient Services RepresentativeJob Overview:The Client Services Representative plays a crucial role in managing incoming inquiries from agents and office personnel. This position involves addressing questions related to company policies, procedures, underwriting standards, claims processing, commission frameworks, product details, and policy management. The...
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Client Services Representative
3 weeks ago
Dallas, Texas, United States Allied Stone, Inc. Full timeAbout the RoleWe are seeking a highly skilled Client Services Representative to join our team at Allied Stone, Inc. This is a unique opportunity to work with a trusted industry leader in stone fabrication, delivering exceptional customer service and creating seamless client experiences.Key ResponsibilitiesProvide exceptional client service, ensuring a...
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Client Services Representative
7 days ago
Dallas, Texas, United States Summit Financial Group, Inc. Full timeJob SummaryThe Client Service Representative plays a vital role in supporting Account Managers in our Commercial Risk Management Division. This position requires exceptional communication skills to interact with clients, provide information, and resolve complaints. The ideal candidate will be proficient in commercial property and casualty services, ratings,...
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Client Service Representative
4 weeks ago
Dallas, Texas, United States EPIC Brokers Full timeAbout the RoleThe Client Service Representative is an integral part of our client service team, responsible for delivering exceptional service and support to our clients. This role requires a proactive approach to acquiring and assembling critical information to provide top-notch client service and advocacy.Key ResponsibilitiesService assigned book of...
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Client Service Representative
3 weeks ago
Dallas, Texas, United States Raymond James Financial Services Inc Full timeAbout UsRaymond James is a leading Financial Services company with a rich history of excellence in the industry.Job SummaryWe are seeking a dynamic Client Service Associate who is a motivated, detail-oriented, and creative problem solver. The ideal candidate will have excellent communication skills and be able to work effectively in a fast-paced...
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Client Services Representative
4 weeks ago
Dallas, Texas, United States Dominion Payroll Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Client Services Representative to join our team at Dominion Payroll. As a key member of our payroll operations team, you will be responsible for providing exceptional customer service to our clients, ensuring timely and accurate processing of payroll requests, and resolving any payroll-related...
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Customer Service Representative
3 weeks ago
Dallas, Texas, United States Westlake Services Full timeJob Title: Customer Service RepresentativeJob Summary:Westlake Financial Services is seeking a highly skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, handling inbound calls, and resolving customer inquiries in a timely and...
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Client Experience Representative
7 days ago
Dallas, Texas, United States Triumph Financial Full timeJob Title: Client Experience RepresentativeAt Triumph Financial, we are seeking a highly skilled and dedicated Client Experience Representative to join our team. As a Client Experience Representative, you will be responsible for delivering exceptional customer service to our clients via phone, email, and chat. Your primary goal will be to ensure that every...
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Client Services Representative
3 weeks ago
Dallas, Texas, United States RH-USA Inc Full timeAbout the RoleAt RH-USA Inc, we are seeking a highly skilled Client Services Associate to join our team. As a Client Services Associate, you will play a vital role in providing exceptional luxury service to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesProvide personalized service to clients, responding to their inquiries and...
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Client Service Representative
3 weeks ago
Dallas, Texas, United States CityVet Full timeAbout CityVetAt CityVet, we prioritize the well-being of both people and pets. Our mission is to provide exceptional care and service to our clients, while fostering a positive and supportive work environment for our team members.Job SummaryWe are seeking a highly skilled and compassionate Client Service Specialist to join our team at CityVet. As the primary...
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Client Service Representative
4 weeks ago
Dallas, Texas, United States CityVet Full timeJob SummaryCityVet is seeking a highly skilled Client Service Specialist to join our team. As the primary point of contact for clients, you will be responsible for ensuring a positive and memorable experience for our pet owners.Key ResponsibilitiesClient Interface Management: Manage appointment check-ins, book new appointments, and partner with the team to...
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Client Service Representative
3 weeks ago
Dallas, Texas, United States CityVet Full timeJob SummaryAt CityVet, we are seeking a highly skilled and compassionate Client Service Specialist to join our team. As the primary point of contact for clients, you will be responsible for ensuring a positive and welcoming experience for all visitors to our clinics.Key ResponsibilitiesManage appointment check-ins, book new appointments, and coordinate with...
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Client Services Representative
4 weeks ago
Dallas, Texas, United States Navia Benefit Solutions, Inc. Full timeJob SummaryThe Client Services Specialist will be responsible for providing exceptional customer service to clients and their brokers, serving as a liaison between customer contacts and the day-to-day operations of the account.Key ResponsibilitiesClient Response and Internal Communication: Respond to client inquiries and internal requests within 2-4 hours...
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Client Services Representative
4 weeks ago
Dallas, Texas, United States Navia Benefit Solutions, Inc. Full timeJob SummaryThe Client Services Specialist will be responsible for providing exceptional customer service to clients and their brokers, serving as a liaison between customer contacts and the day-to-day operations of the account.Key ResponsibilitiesClient Response and Internal Communication: Respond to client inquiries and internal requests within 2-4 hours...
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Client Service Representative
3 weeks ago
Dallas, Texas, United States CityVet Full timeAbout CityVetCityVet is a veterinary clinic that prioritizes the well-being of both people and pets. We believe that healthy pets start with happy people, and our team plays a vital role in creating a positive experience for our clients.Job SummaryWe are seeking a Client Service Specialist to join our team. As the primary point of contact for clients, you...
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Client Service Representative
2 weeks ago
Dallas, Texas, United States Care Full timeJob Title: Client Service SpecialistWe are seeking a highly skilled and customer-focused Client Service Specialist to join our team at Care. As a key member of our Consulting Team, you will be responsible for delivering exceptional client service while maintaining operational efficiency.Key Responsibilities:Provide accurate and complete consultations to...
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Client Service Representative
2 weeks ago
Dallas, Texas, United States BOK Financial Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Service Specialist to join our team. As a key member of our financial operations team, you will be responsible for providing exceptional client service and support to our financial consultants.Key ResponsibilitiesMaintain current client accounts, update registrations, and set up new...
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Client Service Representative
4 days ago
Dallas, Texas, United States Three Crown Dynamics Full timeUnlock Your Potential as an Entry-Level Client Service SpecialistAre you ready to embark on a career path that fosters growth, learning, and hands-on experience in client relations? Three Crown Dynamics invites you to explore the opportunity of becoming an Entry-Level Client Service Specialist. In this role, you'll have the chance to build a strong...