Client Service Representative Salary at Backgroundchecks.Com BETA

Client Service Associate Boutique Wealth Management Firm Dallas, TX Overview Boutique RIA in Dallas, TX serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in Client Services and Paraplanning. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele. Highlights Serve as a primary lead for client onboarding and private wealth client services Provide an excellent client experience for high net worth clients Participate in the growth of a dynamic, independent RIA by servicing client needs, maintaining key relationships, and financial planning administration Strong culture of teamwork, work life balance and personal and professional development Competitive compensation package including benefits and bonuses Requirements Bachelor’s Degree 3+ years experience in Client Services and/or Paraplanning within Financial Services Track r

Job Description Job Description Client Service Representative (CSR) The Client Service Representative is responsible for: Assisting in taking all incoming client calls, recognizing that this is where the client will form their first impression of the company. Good communication with the client is essential! Make sure that taking care of the clients takes higher priority than any other task and that the clients are enthusiastic about how they are treated. Have a courteous and pleasant demeanor whether on a phone call or not. Know that courteousness affects other team members’ spirit. Making sure that the phone is answered before the third ring and that the approved company greeting is used each time. Making absolutely sure that a client is notified ahead of time if the technician is not going to arrive at their home in the scheduled time window and re-scheduling the time to the client’s satisfaction. Making sure that Club Membership clients are continually called. Extra scheduled servic

ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They’re seeking a talented Client Service Associate to join their Dallas office. The Client Service Associate will work closely with UHNW clients with 200MM plus in investible assets, as well as key Client Advisors. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand. The Client Service Associate will work on a major project of transferring clients to a new platform. Client Service Associate Responsibilities, continually expanding and changing: As a Client Service Associate, you will be responsible for supporting the firm’s Advisors and Clients directly. You will also partner with the Operations team members to ma

Job Description Job Description If you're ready to embark on a path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level Client Service Representative. In this role, you'll have the chance to build a strong foundation of customer service expertise while contributing to our commitment of delivering exceptional support to our valued clientele. As the Entry Level Client Service Representative, your primary role is to engage with potential customers directly at their residences, promoting our client's products or services and driving sales growth. You will be the face of our clients, building relationships and creating a positive brand impression for them in the local area. Entry Level Client Service Representative Daily Duties: Qualify leads by assessing the customers needs and interest level. Create and deliver compelling sales presentations to potential customers and tailor your pr

Position Summary: The Client Service Associate (CSA) is a client-facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of clients of Quotient Wealth Partners. When needed, the CSA will also support other aspects of the business, which may include administrative tasks, facilitating a smooth and efficient office environment, client operations, marketing, client & performance reporting. Duties and responsibilities include, but are not limited, to: Provide timely and exceptional client service with flawless execution on requests, inquiries, and transactions such as money movement, security transfers, account maintenance, online access assistance and additional duties as needed. Responsible for the new account onboarding process for clients consisting of preparing & gathering completed documents, processing applications on custodian platform and any additional work as required. Accountable for m

To partner with Financial Advisors in the onboarding and ongoing management of the Personal Advisor client relationships. Job Description: At Vanguard, we have a client-first mentality that we live and breathe every day through our mission,?to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.?As an Advice Support Representative, you will partner closely with advisors to efficiently serve our advised clients through the phone channel, while building your financial acumen. How youll make a difference: Answer inbound calls to meet the service and trading needs of both Vanguard advisors and advised clients. Partner with financial advisors to execute on multiple planning deliverables related to the managed client experience: onboarding, implementing portfolios, rebalancing, and meeting point-in-time monetary needs. Ask probing questions to identify client needs and collaborate with financial advisors and other business groups to b

Creekside Pet Care Center is looking for an experienced Client Services Representative for the Day Shift for our 24/7 busy 10 doctor, AAHA accredited veterinary clinic. About Creekside Pet Care Center: Creekside Pet Care Center, part of the Suveto network of hospitals, is a full-service 24/7 veterinary hospital with onsite grooming, daycare and boarding services. We are located in the Keller/Southlake area of the Dallas - Fort Worth Metroplex and have been a local go-to veterinary clinic for 20 years. Our veterinary services are available 24 hours a day, seven days a week, with a state-of-the-art emergency care facility. Our professional and courteous health care team aspires to excellence in medical treatment, quality and client service. We utilize cutting-edge knowledge, equipment and techniques to care for your pets and exceed your expectations. Further, we recognize the bond between people and pets and treat them as part of the family. We love pets! The Client Services Representati

Opening Statement The Client Care Associates primary role is to provide clients general assistance related to Optimum Wellness Plans, services, billing, and web support via telephony and electronic communication. Description - External 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. Special Working Conditions: 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