Client Services Associate - ValuationsServiceLink • San Francisco, CA, US
Client Services Associate - Valuations
ServiceLink • San Francisco, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Quality customer service skills A penchant for excellence. You will use your strong attention to detail to maintain our quality standards. The ability to multitask in a fast paced environment, especially the ability to meet tight deadlines for our clients. Highly proficient written and oral communication skills Excellent critical thinking, problem solving, and mathematical skills, along with sound judgement Strong attention to detail and the ability to work both independently and as part of a team Effective time management skills and the ability to meet deadlines Flexibility and willingness to work tasks assigned by management to meet Team, Client, and Department goals Place and answer phone calls to resolve and respond to customer inquiries Track and place customer inquiries in computer system Provide customers with product and service information Identify, research, and resolve customer issues using the computer system Follow-up on customer inquiries not immediately resolved Follow-up on client delays for prompt resolution Research billing issues Recognize, document and alert the manager of trends in customer calls Recommend process improvements Perform all other duties as assigned High school diploma or equivalent Quality customer service skills Basic reading, writing, and arithmetic skills required Computer literate with the ability to learn customer service software applications Professional verbal and written communication skills and the ability to type 30 wpm Ability to maintain a positive and professional business relationship with clients and internal staff Proficient in Microsoft Suite, including Office, Teams, and Excel
Client Services Associate
Are you ready to take your career to the next level? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with a solid work history in the mortgage or real estate industry, to join our team as a Client Services Associate. The ideal candidate will enjoy working with clients, both internal and external; is detail oriented; and is driven to meet tight deadlines in a fast paced environment. If you are ready for a career and not just your next job, now is the time to join our team and become a part of something big.
A DAY IN THE LIFE
In this role, you will
- Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and ensuring that key information and documentation remains current
- Answer phones and respond to customer requests
- Identify, research, and resolve customer issues using the computer system
- Manage and maintain order pipeline
- Track and place customer inquiries in the computer system
- Monitor team mailboxes
- Make outbound phone calls as needed to resolve client inquiries and drive pipeline performance
- Provide customers with product and service information
WHO YOU ARE
You possess
Responsibilities
Qualifications
[job_alerts.create_a_job]
Client Service Associate • San Francisco, CA, US
[internal_linking.similar_jobs]
A leading law firm is seeking a Financial Services Associate to join their retail and consumer banking team in San Francisco.
The ideal candidate will have 5-7 years of experience in U.This position...[show_more]
Senior Associate to join our Private Client Services (PCS) practice.We are looking for a dynamic individual who excels in a progressive setting and.
You will get to be part of one of the largest and...[show_more]
Opening Retail Access to Venture.Innovation builds the future and creates opportunity.Yet everyday investors remain locked out.
For decades, only a select few well-connected participants could acces...[show_more]
You are customer focused, enjoy building relationships and providing financial advice to your clients.A role as an Associate Banker is for you.
As an Associate Banker on the Venture Capital Relation...[show_more]
New York, London, San Francisco, Los Angeles, Chicago and Boston.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice s...[show_more]
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]
A company is looking for a Client Service Associate to support financial advisors and enhance client experiences.Key Responsibilities Provide client support through communication with advisors an...[show_more]
Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.
Originally founded in 1882 as the family office of Jo...[show_more]
Assurance Senior Associate - Financial Services & Real Estate page is loaded## Assurance Senior Associate - Financial Services & Real Estatelocations : San Franciscotime type : Full timeposted on...[show_more]
Opening Retail Access to Venture.Innovation builds the future and creates opportunity.Yet everyday investors remain locked out.
For decades, only a select few well‑connected participants could acces...[show_more]
Huron helps its clients drive growth, enhance performance and sustain leadership in the markets they serve.We help healthcare organizations build innovation capabilities and accelerate key growth i...[show_more]
About the job Transactions Associate.Silicon Valley, San Francisco, or New York.Silicon Valley, San Francisco, or New York.
The ideal candidate will work on a variety of corporate matters, including...[show_more]
A leading law firm in San Francisco is seeking a driven Lateral Corporate - M&A / Private Equity Associate.This role is ideal for individuals who thrive in fast-paced environments and possess substan...[show_more]
Your Journey at Crowe Starts Here : .At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...[show_more]
Associate / Senior Associate, Private Equity.Associate and Senior Associate for a Growing Private Equity Team.A high growth private equity fund in the Bay Area is hiring across its investment team....[show_more]
At PwC, our people in managed services focus on a variety of outsourced solutions and support clients across numerous functions.
These individuals help organisations streamline their operations, red...[show_more]
Senior Tax Associate – Alternative Investment Funds Join Andersen Consulting as a Senior Tax Associate – Alternative Investment Funds.
This role focuses on tax planning, consulting, and compliance f...[show_more]
You are customer focused, enjoy building relationships and providing financial advice to your clients.A role as an Associate Banker is for you.
As an Associate Banker on the Venture Capital Relation...[show_more]
Banking & FinTech Transactions Associate
Squire Patton Boggs • San Francisco, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Tax Senior Associate - Private Client Services
EisnerAmper • San Francisco, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Investment Associate, Retail Funds
Hard Yaka • San Francisco, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Associate Banker- Venture Capital Technology- Associate
JPMorgan Chase Bank, N.A. • San Francisco, CA, United States
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]
Tax Senior Associate - Partnerships
Baker Tilly International • San Francisco, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Client Services Associate
TradeJobsWorkforce • 94707 Berkeley, CA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Client Service Associate
VirtualVocations • Oakland, California, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Client Associate
ROCKEFELLER CAPITAL MANAGEMENT • San Francisco, CA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Assurance Senior Associate - Financial Services & Real Estate
EisnerAmper LLP • San Francisco, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Investment Associate, Retail Funds
AngelList • San Francisco, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Healthcare Financial Advisory Services Associate (Nationwide)
Huron • San Francisco, CA, United States
[job_card.temporary]
[last_updated.last_updated_variable_days] • [promoted]
Transactions Associate
Gamarc Consulting • San Francisco, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
M&A & Private Equity Associate - Fast-Track Corporate Deals
BCG Attorney Search • San Francisco, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Audit Senior Associate - Financial Services
Crowe • San Francisco, CA, United States
[job_card.full_time] +1
[last_updated.last_updated_variable_days] • [promoted]
Associate / Senior Associate, Private Equity
Inventure • San Mateo, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Managed Services - Fund Level Accounting & Reporting - Senior Associate
PwC • San Francisco, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Senior Tax Associate – Alternative Investment Funds
Andersen Consulting • San Francisco, California, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Associate Banker- Venture Capital Technology- Associate
JPMorganChase • San Francisco, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]