Client Services Representative
3 weeks ago
Job Summary:
The Client Services Representative is responsible for processing new accounts, onboarding new brokers, and providing exceptional customer service to assigned representatives.
Key Responsibilities:
- Process opening of new fee-based and transaction client accounts, ensuring all paperwork is in order and completed in a timely manner.
- Work with clearing brokers and custodians to obtain rep codes and open new accounts.
- Process client service requests, including distributions, ACATs, RMDs, and others.
- Provide excellent customer service through regular communication via phone and email with assigned representatives.
- Keep up-to-date and accurate records for all representatives and client accounts.
- Assist representatives in preparing and maintaining client forms for use by registered representatives and clients.
- Prepare mailings to both clients and representatives.
- Perform other operational, administrative, and data-entry responsibilities as assigned.
Requirements:
- Financial services and/or operations experience preferred.
- Ability to obtain Series 6/63 license within 6 months of hire.
- Prior experience working with clearing broker relationships/systems desirable.
- Prior knowledge of securities industry and terminology.
- Proficient with Microsoft Office and Adobe products.
- Strong customer service skills.
- Ability to multi-task.
- Ability to work well on a team or independently.
- Strong attention to detail.
- Reliable and punctual, with effective time management skills.
- Ability to meet deadlines and work well under pressure.
Benefits:
- Health, dental, and vision benefits for full-time employees.
- 401(k) plan.
- Dental insurance.
- Flexible spending account.
- Health insurance.
- Life insurance.
- Paid time off.
- Retirement plan.
- Vision insurance.
Compensation Package:
- Bonus opportunities.
Schedule:
- 8 hour shift.
- Day shift.
- Monday to Friday.
Work Location:
In person.
-
Customer Service Representative
4 weeks ago
Southfield, Michigan, United States TEKsystems Full timeCustomer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at TEKsystems. As a key member of our 24-hour Call Center, you will be responsible for providing exceptional service to our members, addressing their inquiries, and resolving their issues in a timely and professional manner.Key...
-
Client Service Liaison
4 weeks ago
Southfield, Michigan, United States Raymond James Financial Full timeAs a key point of contact for Raymond James clients, this role requires a high level of customer service and technical skills. The successful candidate will provide timely and accurate information regarding client accounts, as well as research and resolve any issues that may arise.Key Responsibilities:Provide exceptional customer service to clientsResearch...
-
Customer Service Representative
4 weeks ago
Southfield, Michigan, United States Hart Medical Equipment Full timeJob Summary: We are seeking a highly skilled Customer Service Representative to join our team at Hart Medical Equipment. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, answering their questions, and resolving any issues they may have.Key Responsibilities:Assist customers with their...
-
Customer Service Representative
4 weeks ago
Southfield, Michigan, United States MSC Industrial Direct Full timeCustomer Care RepresentativeAt MSC Industrial Supply Co., we're committed to delivering exceptional customer experiences. As a Customer Care Representative, you'll play a vital role in ensuring our customers receive the best possible service.Key Responsibilities:Process customer orders and resolve issues in a timely and efficient mannerCollaborate with...
-
Customer Service Representative
4 weeks ago
Southfield, Michigan, United States Hart Medical Equipment Full timeJob DescriptionHart Medical Equipment is a nationally accredited, premier provider of home medical equipment and supplies. We strive to conduct our patient care operation with the highest standards.Job Summary: We are seeking a highly skilled and professional Customer Service Representative to provide exceptional service as the first point of contact for...
-
Customer Service Representative
1 month ago
Southfield, Michigan, United States Michigan First Credit Union Full timeJob Title: 3rd Shift Call Center RepresentativeLocation: Lathrup Village, MIWe are seeking a highly motivated and customer-focused individual to join our 24/7 Call Center team as a 3rd Shift Call Center Representative. As a key member of our team, you will be responsible for delivering exceptional service to our members, resolving issues, and providing...
-
Patient Services Representative
1 month ago
Southfield, Michigan, United States Wayne Health Services Inc Full timeAbout Us:Wayne Health Services Inc is a leading healthcare provider in the metro-Detroit community, serving over one million patients and their families annually. We are committed to advancing medical knowledge, technologies, and practices, while developing and educating the next generation of exceptional healthcare professionals.Job Summary:The Patient...
-
Customer Service Representative
4 weeks ago
Southfield, Michigan, United States McDonald's Full timeCustomer Service Role at McDonald'sAs a Customer Service Representative at McDonald's, you will be responsible for:Greeting and welcoming customers to the restaurantAssisting customers with their orders in a timely and efficient mannerCollaborating with the team to maintain a clean and organized environmentEnsuring customers receive prompt service in...
-
Customer Service Representative
4 weeks ago
Southfield, Michigan, United States Chicken Shack Southfield Full timeJob DescriptionAt Chicken Shack Southfield, we are seeking a motivated and friendly individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, taking orders, and working collaboratively with our staff to ensure a positive dining experience for our...
-
Customer Service Representative
4 weeks ago
Southfield, Michigan, United States Domino's Pizza LLC Full timeDomino's Pizza Team Member Job SummaryAs a Customer Service Representative at Domino's Pizza, you will be responsible for providing exceptional customer service and creating a positive experience for our guests. Your key responsibilities will include:Key Responsibilities:Greet customers and provide them with a positive, engaging experience.Take customer...
-
Customer Service Representative
4 weeks ago
Southfield, Michigan, United States CVS Health Full timeKey Responsibilities:As a Customer Service Representative at CVS Health, you will be responsible for providing participants with the right information at the right time. This involves helping participants make better decisions about their health and healthcare. Additionally, you will promote a positive team environment, continuously evaluating and...
-
Customer Service Representative
4 weeks ago
Southfield, Michigan, United States Domino's Pizza LLC Full timeDomino's Pizza Team Member Job SummaryAs a Customer Service Representative at Domino's Pizza LLC, you will be responsible for providing exceptional customer service and ensuring a positive experience for our guests. Your key responsibilities will include greeting customers, taking orders, and maintaining a clean and organized store environment.Key...
-
Customer Service Representative
4 weeks ago
Southfield, Michigan, United States Michigan First Credit Union Full timeJob Summary:We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Michigan First Credit Union. As a key member of our 24/7 Call Center, you will be responsible for delivering exceptional service to our members, resolving their issues, and providing solutions to their problems.About the Role:Provide top-notch...
-
Customer Service Representative
4 weeks ago
Southfield, Michigan, United States Henderson Glass Full timeJob Summary: We are seeking a skilled Customer Service Representative to join our team at Henderson Glass. As a key member of our customer-facing team, you will be responsible for delivering exceptional customer service, ensuring customer satisfaction, and resolving any issues that may arise. Key Responsibilities: • Greet customers in a timely and...
-
Sales Development Representative
1 month ago
Southfield, Michigan, United States Premium Merchant Funding Full timeUnlock Business Potential with Premium Merchant FundingAt Premium Merchant Funding, we empower small and medium-sized businesses with transformative financial solutions. As a Sales Development Representative, you will play a crucial role in supporting these businesses, identifying and nurturing potential clients, and creating opportunities for our sales...
-
Retail Customer Service Representative
1 month ago
Southfield, Michigan, United States Sam's Club Full timeJob Summary: We are seeking a highly motivated and customer-focused Retail Customer Service Representative to join our team at Sam's Club. As a key member of our front-end team, you will play a vital role in providing exceptional service to our members, ensuring a positive shopping experience, and driving sales growth.Key Responsibilities: Provide...
-
Financial Services Representative
4 weeks ago
Southfield, Michigan, United States GUARDIAN CARE INC Full timeJob OverviewGuardian Care Inc. is seeking a skilled Bookkeeper to provide financial support to a large caseload of clients. The ideal candidate will be responsible for maintaining accurate financial records, answering phone calls, and performing administrative duties.Key Responsibilities:Maintain accurate financial records of wardsRespond to incoming phone...
-
Automotive Service Professional
3 weeks ago
Southfield, Michigan, United States Tamaroff Motors Full timeJob Title: CUSTOMER EXPERIENCE REPRESENTATIVETamaroff Motors is committed to delivering exceptional customer experiences. We are seeking a skilled Customer Experience Representative to join our team and provide top-notch service to our clients.Key Responsibilities:Greet and welcome customers as they enter the service department.Communicate with customers to...
-
Dining Services Assistant Manager
1 month ago
Southfield, Michigan, United States Healthcare Services Group Full timeAbout the RoleWe are seeking a highly motivated and experienced Dining Services Assistant Manager to join our team at Healthcare Services Group. As a key member of our dining services team, you will be responsible for providing leadership and support to our staff, ensuring that food quality standards, inventory levels, and customer service expectations are...
-
Commercial Sales Representative
4 weeks ago
Southfield, Michigan, United States Guardian Alarm Company of Michigan Full timeJob Title: Commercial Sales ConsultantJob Summary:Guardian Alarm Company of Michigan is seeking a highly motivated and experienced Commercial Sales Consultant to join our team. As a Commercial Sales Consultant, you will be responsible for selling alarm systems and other surveillance equipment to businesses and commercial entities to monitor security at a...