Client Service Representative

2 days ago

Reston, Virginia, United States Jtb International Full time
Job Summary

We are seeking a highly skilled Client Service Associate to join our team at Global Advisor Group. As a key member of our financial services team, you will provide exceptional support to our Financial Advisors, ensuring seamless client experiences and driving business growth.

Key Responsibilities
  • Run daily reports to ensure advisor accounts are in good standing and take action to resolve any issues.
  • Coordinate and perform a wide range of staff and operational support activities, including calendar management and meeting coordination.
  • Anticipate client needs, solve problems, and provide exceptional service while communicating with clients and maintaining service turnaround times.
  • Respond to incoming emails and telephone calls in a professional manner, ensuring client requests are met in a timely fashion.
  • Support the front desk with various office tasks, including answering phone calls, greeting clients, and processing checks as needed.
  • Manage client profiles, add accounts to existing relationships, and close accounts for clients.
  • Attend regular meetings, including Weekly Ops Meetings, Professional Development & Compliance, and assist with travel arrangements for advisors.
  • Execute project-related tasks to contribute to the firm's development and support team members with various duties and responsibilities as assigned.
Requirements
  • Preferred 4-Year Bachelor's Degree and 2-4 years of administrative experience.
  • Prior experience preferred working in a broker-dealer office or finance industry.
  • Microsoft Excel, Word, Outlook, and PowerPoint proficiency to produce professional documents.
  • Upholds a polished, professional, and welcoming nature with external and internal business contacts.
  • Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
  • Excellent verbal and written communication skills to communicate ideas and thoughts in a clear, professional manner to managers, team members, and clients.
  • Effective problem-solving skills to resolve routine client questions.
  • Ability to handle a moderate amount of incoming phone calls daily.
  • Ability to work independently and in teams to complete high-priority tasks in a timely manner.
  • FBI background check and credit check required.
  • Regular and timely attendance is required.

  • Client Service Representative

    2 weeks ago

    Reston, Virginia, United States Onyx Staffing Full time

    About Onyx Staffing We are a dynamic and growing staffing firm dedicated to providing personalized recruitment and staffing services to our clients. Our mission is to help clients achieve their business goals through comprehensive and tailored strategies.We differentiate ourselves by upholding to a high standard of excellence to provide exceptional service...

  • Client Relations Representative

    7 days ago

    Reston, Virginia, United States Sanders\Wingo Full time

    Job SummaryWe are seeking a highly motivated and experienced Client Relations Representative to join our team at Sanders\Wingo. As a key member of our agency, you will be responsible for building and maintaining strong relationships with our clients, providing strategic insight and proactive solutions, and communicating effectively to all...

  • Client Support Services Manager

    2 hours ago

    Reston, Virginia, United States Tri-Starr Talent Full time

    TriStarr Talent is proud to represent a leading Manager Services Provider (MSP) seeking a seasoned Client Support Services Manager to drive exceptional client satisfaction and team performance.This is an exciting opportunity for a strategic leader to join a growing team and contribute to the company's success. If you're passionate about delivering...

  • Customer Service Representative

    2 days ago

    Reston, Virginia, United States New England Design & Construction Full time

    Customer Relations RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative. In this role, you will be responsible for establishing and maintaining strong relationships with our clients, identifying their needs, and providing tailored solutions to meet their insurance and...

  • Customer Service Representative

    6 days ago

    Reston, Virginia, United States APR Consulting Full time

    {"h1": "Customer Service Representative", "h2": "Job Summary", "p": "We are seeking a highly motivated and customer-focused Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, resolving customer complaints, and ensuring customer...

  • Customer Service Representative

    3 weeks ago

    Reston, Virginia, United States LHH Full time

    Job Summary:We are seeking a dedicated and detail-oriented professional to join our team at LHH as a Mid-level Customer Service Representative. In this role, you will be responsible for delivering high-quality customer service by assisting clients with inquiries, issues, and requests, ensuring a positive experience with our company.Key...

  • Customer Service Representative

    2 weeks ago

    Reston, Virginia, United States Capital Bank, N.A. Full time

    {"Job Title": "Customer Service Representative", "Job Summary": "We are seeking a highly skilled Customer Service Representative to join our team at Capital Bank, N.A.As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, processing financial transactions, opening new accounts, and conducting...

  • Customer Service Representative

    2 weeks ago

    Reston, Virginia, United States Apt Full time

    {"title": "Customer Service Representative", "description": "At Apt, we are seeking a skilled Customer Service Representative to join our team. As a key member of our call center, you will be responsible for providing exceptional customer service to our clients by answering their questions, addressing their concerns, and resolving their issues in a timely...

  • Customer Service Representative

    2 weeks ago

    Reston, Virginia, United States Mamiye Brothers Full time

    Customer Service Representative **Job Summary:** We are seeking a highly skilled Customer Service Representative to join our team at Mamiye Brothers. As a key member of our customer service team, you will be responsible for providing exceptional customer service and support to our clients. **Key Responsibilities:** * Process sales orders, changes,...

  • Financial Services Representative

    3 weeks ago

    Reston, Virginia, United States Equitable Advisors Full time

    About Equitable AdvisorsEquitable Advisors is a leading firm in the financial services and insurance industry, dedicated to helping individuals build fulfilling futures. With a rich history dating back to 1859, we offer innovative solutions and a commitment to our clients.Job DescriptionWe are seeking a talented Financial Services Representative to join our...

  • Customer Service Representative

    2 weeks ago

    Reston, Virginia, United States Buffini & Company Full time

    About Buffini & Company: We're a leading coaching company that empowers real estate agents and business professionals to achieve their goals. With a 25-year track record of success, we've helped millions of individuals worldwide.Our mission is to make a positive impact on people's lives, and we're committed to creating a supportive environment that fosters...

  • Financial Services Representative

    3 weeks ago

    Reston, Virginia, United States Dexian Full time

    Job Description:Key Responsibilities:Case Management: Manage a high-volume caseload of operational and service complaints, ensuring timely and effective resolution. Conduct thorough research to determine the root cause of issues and work with internal stakeholders to resolve complaints.Client Communication: Develop and maintain strong relationships with...

  • Client Services Operations Manager

    4 weeks ago

    Reston, Virginia, United States E-volve Technology Systems Full time

    Client Services Operations ManagerSecurity Clearance Requirement:Current TS/SCI CI PolyLocation Note:On-Site Support RequiredRole Overview:E-volve Technology Systems, Inc. is seeking a Client Services Operations Manager to oversee a Customer Relationship and Services Support Center for a program within the Intelligence Community.Ideal candidates will possess...

  • Customer Service Representative

    5 days ago

    Reston, Virginia, United States Ameritech Construction Full time

    Job OpportunityWe are seeking a highly motivated and charismatic individual to join our team as a Customer Service Representative. As a key member of our sales team, you will be responsible for building strong relationships with our clients and driving business growth.About the RoleThis is a fantastic opportunity for someone who is passionate about...

  • Customer Service Representative

    2 weeks ago

    Reston, Virginia, United States Russell Tobin Full time

    Job Opportunity: Customer Service RepresentativePosition: Consumer Services RepresentativeLocation: Remote (Local Candidates Only)Job Description: As a Consumer Services Representative, you will provide high-quality support and problem resolution through multiple channels, including telephonic, chat, email, and US mail. Your role is crucial in enhancing the...

  • Customer Service Representative

    6 days ago

    Reston, Virginia, United States IGT Solutions Full time

    Job Title: Call Center RepresentativeLocation: Knoxville, TNJob Type: Full-timeAbout IGT Solutions:We are an equal opportunity employer committed to providing a non-discriminatory environment free from intimidation, harassment, or bias.Job Summary:We are seeking a highly skilled Call Center Representative to join our team. The ideal candidate will have...

  • Customer Service Representative

    3 weeks ago

    Reston, Virginia, United States Infotree Global Solutions Full time

    Job Summary:Infotree Global Solutions is seeking a highly skilled and bilingual customer service representative to join our team. As a key member of our customer service department, you will be responsible for handling customer inquiries, resolving issues, and providing exceptional support to our clients.Key Responsibilities:Handle customer service issues...

  • Customer Service Representative

    3 weeks ago

    Reston, Virginia, United States Pyramid Consulting, Inc Full time

    Job Opportunity: We are seeking a talented Customer Service Representative to join our team at Pyramid Consulting, Inc. as a Financial Services Analyst. This is a contract opportunity with long-term potential and is located in a hybrid setting.Key Responsibilities:Financial Analysis: Conduct thorough financial analysis and credit checks to ensure the...

  • Customer Service Representative

    3 weeks ago

    Reston, Virginia, United States Pyramid Consulting, Inc Full time

    Job Opportunity: We are seeking a talented Customer Service Representative to join our team at Pyramid Consulting, Inc. as a Financial Services Analyst. This is a contract opportunity with long-term potential and is located in a hybrid setting.Key Responsibilities:Financial Analysis: Conduct thorough financial analysis and credit checks to ensure accuracy...

  • Brokerage Registered Client Service Associate I

    2 weeks ago

    Reston, Virginia, United States Truist Inc Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Representative to join our Brokerage Operations team at Truist Inc. As a Client Service Representative, you will play a critical role in providing exceptional support to our Financial Advisors and clients.Key ResponsibilitiesAssist Financial Advisors in servicing clients, including...