Client Care Associate
4 days ago
The Client Care Associate’s primary role is to provide clients general assistance related to Optimum Wellness Plans, services, billing, and web support via telephony and electronic communication.
Essential Responsibilities and Tasks- Live and exemplify the Five Principles of Mars, Inc. within self and team.
- Resolve client problems by determining the cause of the issue, selecting and explaining the solution to the issue, and following up to ensure resolution.
- Recommend potential products or services by recognizing and analyzing client needs.
- Contribute to team effort by accomplishing related results (personal metrics).
- Manage high volume of incoming client requests via telephone, email, and web chat.
- Other job duties as assigned.
- Ability to work at a computer for long periods of time.
- Project timelines and work volume / deadlines may often require more than 40 hours per week to complete essential duties of this job.
- Must have mental processes for reasoning, remembering, mathematics and language ability (reading, writing, and speaking the English language) to perform the duties proficiently.
- Ability to carry out instructions furnished in written, oral, or diagram form and to solve problems involving several variables.
- Ability to stand, walk, stoop, kneel, crouch, and climb as well as manipulate (lift, carry, move) up to 50 pounds.
- Requires good hand-eye coordination, arm-hand-finger dexterity with the ability to grasp, and visual acuity to use a keyboard and operate necessary equipment.
- The noise level in the work environment is normally moderate.
- Environment where pets are present.
- Associate’s degree preferred, or the equivalent combination of education, training and experience that provides the required knowledge, skills, and abilities. High School diploma/GED is required.
- Minimum of one year of relevant customer service and/or call center experience is required.
- Excellent communication skills.
- Ability to multi-task, prioritize, and manage time effectively.
- Strong client contact handling skills and active listening.
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Client Service Associate
1 month ago
Miami, United States NewEdge Wealth Full timeJob Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...
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Client Service Associate
1 month ago
miami, United States NewEdge Wealth Full timeJob Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...
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Client Service Associate
1 month ago
miami, United States NewEdge Wealth Full timeJob Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...
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Client Service Associate
1 month ago
Miami, United States NewEdge Wealth Full timeJob Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...
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Client Service Associate Manager
2 weeks ago
Miami, United States Citigroup Inc Full timeJob Overview:Citigroup Inc. is seeking a Client Service Associate to join our team in Miami, Florida. As a key member of our Private Client Coverage group, you will play a vital role in providing exceptional client service and support.
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Senior Registered Client Associate
1 month ago
miami, United States Leeds Professional Resources Full timeAs a Registered Private Client Associate you will play an integral role in the success of the branch. You will assist in administering, marketing and growing client relationships, working closely with our Financial Advisors (“FAs”) to enhance and grow their businessResponsibilitiesAssisting in the delivery and execution of financial plans, supporting...
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Senior Registered Client Associate
1 month ago
Miami, United States Leeds Professional Resources Full timeAs a Registered Private Client Associate you will play an integral role in the success of the branch. You will assist in administering, marketing and growing client relationships, working closely with our Financial Advisors (“FAs”) to enhance and grow their businessResponsibilitiesAssisting in the delivery and execution of financial plans, supporting...
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Senior Registered Client Associate
4 weeks ago
Miami, United States Citi Full timeAs a Registered Private Client Associate you will play an integral role in the success of the branch. You will assist in administering, marketing and growing client relationships, working closely with our Financial Advisors (FAs) to enhance and grow their business Responsibilities Assisting in the delivery and execution of financial plans, supporting...
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Occupational Therapy Assistant
1 week ago
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Registered Client Service Associate
2 weeks ago
Miami, United States Ascendo Resources Full timeSeeking a Registered Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude, and a deep understanding of financial products and markets. The successful candidate will work closely with clients to address their needs, manage their accounts,...
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Client Service Associate
3 weeks ago
Miami, United States Oppenheimer & Co Full timeWho We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...
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Registered Client Service Associate
3 weeks ago
Miami, United States Ascendo Resources Full timeSeeking a Registered Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude, and a deep understanding of financial products and markets. The successful candidate will work closely with clients to address their needs, manage their accounts,...
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Registered Client Service Associate
3 weeks ago
Miami, United States Ascendo Resources Full timeSeeking a Registered Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude, and a deep understanding of financial products and markets. The successful candidate will work closely with clients to address their needs, manage their accounts,...
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Registered Client Service Associate
2 weeks ago
Miami, United States Ascendo Resources Full timeAscendo is excited to present this premier opportunity in the financial services industry! Join a top-tier team in a role designed for professionals who excel in account review, regulatory compliance, and client support. If you’re passionate about safeguarding financial integrity, identifying potential risks, and supporting high-net-worth clients, this is...
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Client Service Associate
2 months ago
Miami, United States Oppenheimer & Co. Full timeWho We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...
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Client Service Associate
3 weeks ago
Miami, United States Citigroup Inc. Full timeHigh proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly. Provide high level of support to Securities Specialists including but not limited to, client market updates, new accou Client Service, Associate, English, Spanish, Relationship Manager, Service, Retail, Banking
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Client Service Associate
6 days ago
Miami, United States Citigroup Inc. Full timeHigh proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly. Provide high level of support to Securities Specialists including but not limited to, client market updates, new accou Client Service, Associate, English, Spanish, Relationship Manager, Service, Retail, Banking Learn More
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Sales and Stock Associate
8 hours ago
Miami, Florida, United States Recruiting Firm - Client Company Full timeJob Overview\Helpers about the company: A Well-Known Christmas Store, which is seeking multiple Sales/Stock Associates to join their Coral Gables boutique in a Contracted capacity.This role requires support from highly competent, proactive, self-motivated, and organized individuals.\helpers for job seekers: The duration of this role is from November 2nd to...
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Client Associate FL
1 week ago
miami, United States Amerantbank Full timeThe Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers.Duties and responsibilities include:Provides support to WMA (IC or RM) in updating of KYC and Investment...
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Associate Client Support Consultant
4 weeks ago
Miami, United States Automatic Data Processing Full timeADP is hiring an Associate Client Support Consultant. Thanks for clicking! Let us tell you a little more... Are you a customer service superhero who gets a thrill from leaping tall client questions in a single bound? Can you focus on key priorities w Client Support, Consultant, Associate, Support, Solutions, Client, Technology