Customer Service Staff Salary at Bca Inc BETA

SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate. This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner. Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability. Responsibilities: Frequent client contact by phone and email Assist clients with service needs, including general account questions, account changes, purchases and withdrawals, sending reports and documents Document client interactions via Redtail CRM, follow up on client meetings Maintain databases of client information Prepare and submit client paperwork and financial transactions accurately Respond to and correct paperwork not in good order Inform f

Job Description Job Description SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate. This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner. Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability. Responsibilities: Frequent client contact by phone and email Assist clients with service needs, including general account questions, account changes, purchases and withdrawals, sending reports and documents Document client interactions via Redtail CRM, follow up on client meetings Maintain databases of client information Prepare and submit client paperwork and financial transactions accurately Respond to and correct pape

The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Responsibilities: High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly Provide high level of support to Securities Specialists including but not limited to, client market updates, new account open

Job Description RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world. We are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker. At RH we believe deeply that the "right" people are our greatest asset. We value people with high energy, who possess the ability to energize others. People who are smart, creative and have a point of view. People who see the answer in every problem, versus those who see the problem in every answer. People who are driven, determined and won't take "no" for

The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. **Responsibilities:** + High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly + Provide high level of support to Securities Specialists including but not limited to, client market updates, new acco

To provide superior standards of service to an assigned portfolio of customers (personal & commercial) with the objective to strengthen customer loyalty and retention, ensuring excellent customer service. Responsible of meeting KYC/ KYA AML and other Client Service, Associate, Customer Service, Processing, Retail, Transaction

We are seeking a highly motivated Operations and Client Services Associate to join our team. In this role, you will be responsible for managing the day-to-day operations and serving as the primary point of contact between our clients and service providers. Key Responsibilities: Serve as the main point of contact between clients and service providers, ensuring effective communication and timely delivery of services. Review engagement letters and properly communicate client instructions to service providers such as attorneys, accountants, trust companies, and other vendors. Assist clients with Private Equity matters including subscriptions, capital calls, distributions, and other communication materials. Coordinate with internal teams and external service providers to ensure seamless and efficient operations. Develop and maintain strong relationships with clients and service providers. Manage and prioritize tasks to meet deadlines and provide high-quality service to clients. Keep up-to-d

Responsibilities: Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity. Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as needed. Anticipate client needs and identify opportunities to enhance the client experience through personalized service and attention to detail. Assist financial advisors in managing client portfolios, including account opening, transfers, and account maintenance. Prepare and process client paperwork accurately and efficiently, ensuring compliance with regulatory requirements and internal policies. Coordinate client meetings, including scheduling, agenda preparation, and post-meeting follow-up. Collaborate with internal teams to resolve client issues and inquiries in a timely manner, demonstrating a commitment to exceeding client expectations. Maintain accurate client records and documentation, utilizing CRM software a