Client associate • washington dc
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more
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 servi... Show more
At Epiq, your work contributes to complex, global legal outcomes.You'll join a values-driven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challe... Show more
Client is looking for a PMO Lead to drive and manage from a senior leadership perspective the Client PMO.This position is ON SITE 3 DAYS A WEEK.This position is housed under the Department of Healt... Show more
Founded in 2009, Zest AI has been pioneering innovative AI technology with a mission to expand credit access to create opportunities for more Americans to pursue their financial goals.Zest AI is tr... Show more
Account Associate -- Client Services.DCI provides strategic counsel and designs winning public affairs and communications campaigns around the world.Our creative solutions advance the business prio... Show more
Polaris Campaigns: Client Services Associate.Salary: $55,000-$65,000 (Yearly).Polaris is a Latino owned, progressive media strategy agency dedicated to providing innovative solutions to candidates ... Show more
Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities.Aprio is a progressive, fast-growing firm looking for a Senior Accounting Associate to join their... Show more
Purple Strategies is a corporate reputation and strategy firm that combines the creativity and discipline of brand communications with the speed and strategy of political campaigns to help leverage... Show more
Private Client Service delivers highly customized and comprehensive service to our clients.As a key member of this team, the Relationship Associate will execute on a range of client requests while ... Show more
Principal Associate, Process Manager - Client Engagement & Issue Resolution.As a Process Manager (Principal Associate) at Capital One, you will be part of a smart, talented team responsible for cre... Show more
Senior Client Management Associate.CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist ... Show more
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one... Show more
Client Service Associate, GC Wealth.General Catalyst is a global investment and transformation company that partners with the world's most ambitious entrepreneurs to drive resilience and applied AI... Show more
Associate Commercial Risk Client Executive.The Associate Commercial Risk Client Executive is responsible for assisting management and service of complex commercial accounts and functions at a strat... Show more
Client Experience Associate Safe Act, Assistant Vice President.Working at Citi is far more than just a job.A career with us means joining a team of approximately 219,000 dedicated people from aroun... Show more
This is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform.They ensure a se... Show more
The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delive... Show more
Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams o... Show more
The average salary range is between $ 45,760 and $ 75,500 year , with the average salary hovering around $ 57,500 year .
The average salary range is between $ 39,000 and $ 79,995 year , with the average salary hovering around $ 50,647 year .
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.
