Client service associate [h1.location_city]
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Client service associate • atlanta ga
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REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...[show_more][last_updated.last_updated_30]
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a mo...[show_more][last_updated.last_updated_30]
This is an in-office position and is located at 3630 Peachtree Road NE, Atlanta, Georgia.Responsible for the general servicing and support of the Financial Advisors.
This includes administrative and...[show_more][last_updated.last_updated_30]
Focus Partners Wealth is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management team, helping to advance our commitment to ...[show_more][last_updated.last_updated_30]
Contribute in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner.
Support business activity, such as handling new business applicati...[show_more][last_updated.last_updated_30]
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis.
Through regular interactions wi...[show_more][last_updated.last_updated_variable_days]
At Sterling Seacrest Pritchard, we are here to serve as your risk advisors first and insurance broker second.We have a highly skilled team ready to collaborate with your business to position you to...[show_more][last_updated.last_updated_30]
Supervise and direct team of insurance service professionals within designated area of responsibility.Drive success within the team through monitoring performance and productivity, coaching and men...[show_more][last_updated.last_updated_30]
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients.
We continually seek to perfect our craft of personalized financial plannin...[show_more][last_updated.last_updated_30]
The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea...[show_more][last_updated.last_updated_30]
The Client Service Associate is an integral member of the Wealth Management team, helping to advance our commitment to providing an exceptional experience for every client.The Client Service Associ...[show_more][last_updated.last_updated_30]
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate.
You're backed by our digital ecosystem : a cli...[show_more][last_updated.last_updated_variable_days]
We are a retirement and financial planning firm based in Atlanta.As a registered investment adviser, we work with high net-worth individuals, families, and institutions.
We are looking for an experi...[show_more][last_updated.last_updated_30]
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate.
You'll be backed by our digital ecosystem : a ...[show_more][last_updated.last_updated_variable_days]
We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills.
If you enjoy building strong relationships with clients, then look n...[show_more][last_updated.last_updated_30]
Edelman Financial Engines Client Services Team Member.At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar s...[show_more][last_updated.last_updated_variable_days]
Senior Client Service Associate (Atlanta, GA).Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking ...[show_more][last_updated.last_updated_30]
Serves as a dedicated support partner for one or more Advisors, managing day-to-day client communications, preparing for client meetings, and coordinating follow-up actions to ensure a.This role is...[show_more][last_updated.last_updated_30]
Embrace RBC Wealth Managements core values and inclusive culture as an integral part of our branch serving financial advisors and clients.
As a Client Associate / Registered Client Associate, you will...[show_more][last_updated.last_updated_variable_days]
Client Service Associate
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Edelman Financial EnginesAtlanta, GA, US[job_card.full_time]
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ImpactSearch PartnersAtlanta, GA, US[job_card.full_time]
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RBCAtlanta, GA, United States[job_card.full_time]
Client Service Associate
GrahamAtlanta, GA[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
- [job_card.permanent]
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[job_card.job_description]Temporary job opportunity in a very reputable organization Paid Sick Time Paid Vacation Health insurance, medical and dental Free FinFit Financial Wellness Benefit Free Personal Financial Training Library Benefit Shopping Discount Program, Workplace Advantage Employee Assistance Program Counseling Legal & Financial Consultations Pharmacy Discount Card Provide fast and friendly support to clients, addressing inquiries and resolving issues in a timely manner. Understand client inquiries and problems thoroughly, troubleshoot effectively, and deliver optimal solutions. Act as the primary point of contact for clients who do not have a dedicated support person assigned to their accounts. Advocate for clients' needs and preferences within the organization, ensuring their voices are heard and their concerns are addressed. Connect clients with the appropriate resources and departments to resolve issues and fulfill requests. Gather and report client sentiment and feedback to relevant stakeholders, contributing to the improvement of products and services. Collaborate with other teams within the organization to ensure seamless client experiences and effective problem resolution. Exceptional communication skills, both written and verbal Strong organization and filing abilities. Strong organizational skills with a keen attention to detail Proficiency in Microsoft Office Suite, particularly Excel and Word Ability to prioritize tasks and manage time efficiently in a fast-paced environment. Previous experience in a customer support role preferred. Strong computer literacy (email, word processing, video conferencing, online research, CRM, and software navigation. Ability to maintain confidentiality and handle sensitive information with discretion. This position routinely utilizes standard office equipment such as laptops, computers, phones, photocopiers, and filing cabinets, in a home office as well as an in-person office environment. Ability to lift / move up to 20 pounds. This position is generally performed in a professional office setting; 70% sitting, 20% standing, and 10% walking. The physical requirements described are representative of those that must be met to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with a qualifying disability to perform the essential functions.
Position : REMOTE - Client Service Associate
Status : Full-Time Hourly (40 hours)
Hours : Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch
- P henomenal customer service, written, and verbal communication skills
ABOUT THE ORGANIZATION :
This is a temporary, REMOTE – Client Service Associate opportunity with the possibility of becoming a permanent position based on business needs. The Client Service Associate plays a pivotal role in providing fast, friendly support to clients. This role is essential as it serves as the primary point of contact for clients, ensuring their inquiries and problems are addressed promptly and effectively. The Client Service Associate acts as an advocate for our clients, connecting them with the necessary resources and providing valuable feedback to improve our products and services.
Note :
This is not a call center position. On an average day, you will have approximately 20 calls. The majority of communication between the Client Service Associate and the client is done through email or chat.
COMPENSATION & BENEFITS :
ESSENTIAL FUNCTIONS and RESPONSIBILITIES :
EXPERIENCE AND REQUIRED QUALIFICATIONS
PHYSICAL DEMANDS
GENERAL INFORMATION : Applicants are assured of equal consideration regardless of race, age, color, religion, national origin, gender, GINA, political affiliation, membership or non-membership in employee organization, marital status, physical handicap which has no bearing on the ability to perform the duties of the position.