Customer Experience Agent Salary at 4Over Inc BETA

Job Description Job Description Client Service Advisor Location: Woodland Hills, CA Company: Providence Financial Inc. Employment Type: Full-Time About Us Providence Financial Inc. is a family-owned financial services firm with more than 25 years of experience. We’re passionate about doing what’s right for our clients—every time. Our culture is rooted in integrity, attention to detail, and a client-first mindset. If you’re seeking a long-term home with a team that values loyalty, collaboration, and care, we’d love to meet you. Who You Are You are: Friendly and personable, both in person and over the phone Ambitious, confident, and self-motivated Dedicated to ongoing education and professional development A team player who values collaboration over competition Focused more on service and support than sales Seeking long-term career stability with a firm that values loyalty What You’ll Do As a Client Service Advisor, you’ll manage and support existing clients who are not currently engaged

Job Description Job Description The Client Service Associate position is an entry-level position in our firm with the unlimited opportunity for advancement only offered in an entrepreneurial startup environment. This position serves as the main liaison between our clients and consumers and is essentially the eyes, ears, and voice of the brand. The Client Service Associate’s main responsibility is to interact with consumers directly and assist them in choosing the appropriate products and services needed for their daily lives while maintaining a consistently positive brand image. The few coveted spots in the customer-facing team will be trained in all product knowledge and customer service/sales techniques and how these translate across all departments of our firm. Client Service Associate Responsibilities Include: Follow up on assigned customer leads and business prospects daily through direct contact on multiple channels Deliver exceptional customer care and always resolve any issues

Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a boutique investment firm located in Encino and we serve clients across the country. The role is responsible for daily operations, and identifying and anticipating client, Financial Advisor needs. This is a dynamic role and every day will be different. The assistant must have the ability to problem solve independently using our backoffice and extensive resources and communicate proactively when needing additional guidance. We are looking for someone who wants to grow with a smaller but established firm. Your financial and professional advancement within financial services is as limitless as you allow it to be. Your primary responsibilities will be to work as part of a team in supporting a top financial advisor and planner. If you have experience or/and license

Our financial services client is currently seeking a Client Support Associate temp for our El Segundo location. This is a unique opportunity to join our team to deliver world class customer service to our clients and maintain their loyalty to our industry-leading business platform. What you will do: * You will quickly and thoughtfully handle complex and escalated issues from representatives and customers. * Provide high quality support to our clients in all aspects of their business including brokerage operations, advisory accounts, transfers, direct business, etc. * You will provide support to our clients with the navigation while using various systems associated with the broker-dealer. * Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule. * You will utilize the CRM (Client Relationship Management) tool to accurately record each call. * Work independently within the team to assist callers without requiring outside help. * You

Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. How you'll make an impact The Branch Client Service Associate I is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support. This role reports directly into either the Branch Client Service Management Manager or the Branch Client Service Supervisor. The Branch Client Servi

Now Hiring: Client Service Associate – Financial Services 📍 Location: Santa Clarita | 🕒 Full-Time About Us At Pierson Wealth Management, we guide high-net-worth individuals and families through every stage of their financial journey. Our mission is to bring clarity and confidence to our clients' lives through personalized, comprehensive planning. We specialize in retirement planning, tax planning, estate planning, and customized investment strategies. We are seeking a Client Service Associate (CSA) to join our dynamic team. This individual will play a critical role in supporting our Lead Advisor and delivering exceptional client service to our valued households. ✨ What You’ll Do Collaborate with the Lead Advisor to develop and implement financial strategies tailored to client goals Create comprehensive financial plans using eMoney, MoneyGuidePro, or equivalent software Assist with portfolio construction, investment research, and personalized investment recommendations Build and maint

Job Description Job Description Stuppler & Company Inc.- Founded over 30 years ago by an industry pioneer, Stuppler & Company, Inc. has a long history of helping clients maximize their investments. We extend this same philosophy to our team. About Stuppler & Company, Inc.: We offer clients unparalleled expertise and a proven track record of success in strengthening and maximizing their investments. We extend the same philosophy to our staff by training them in new skills and building on their existing ones. We value open communication, motivation, drive, and mutual respect. Recognizing that our efforts contribute to a larger collaborative achievement, we champion the unique skills and experiences each team member brings. We focus on continued growth and expansion, and offer you the opportunity to shape your professional journey and growth. About the Role: This pivotal in-office role is a central hub, uniquely combining Client Support with core Operational functions. You'll be a key com

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker teams. + Appropriately assess risk when business decisions are made, demonstrating particular consi