Client Services Specialist Salary at Cb Technologies Inc BETA

Client Service Specialist Location: Pasadena, CA Job Summary We are seeking a dedicated and experienced Client Service Specialist to join our financial services team. This role is essential to supporting our Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) teams, requiring strong organizational skills and a proactive approach to client service. The ideal candidate will have knowledge of industry-standard software, including Orion and Salesforce, and a minimum of three years of relevant experience in financial services or client service management. Responsibilities Serve as a key point of contact for clients, handling account inquiries, service requests, and providing timely responses to enhance client satisfaction. Support CFP and CFA teams in daily operations, client account updates, and portfolio maintenance. Process and verify client documentation with precision, ensuring compliance with all regulatory requirements and internal standards. Maintain and update c

Client Service Specialist (Wealth Management) Location: Pasadena, CA Employment Type: Full-time Are you passionate about delivering exceptional client service and have a keen eye for detail? We are seeking a Client Service Specialist to join our team and provide high-level administrative and operational support to financial advisors and clients. Responsibilities: Serve as a primary point of contact for client inquiries, ensuring timely and professional responses. Assist in the preparation of client reports, statements, and investment documentation. Facilitate account openings, transfers, and maintenance in coordination with custodians and financial institutions. Support financial advisors with scheduling, meeting preparations, and follow-ups. Maintain and update client records within CRM systems, ensuring accuracy and compliance. Handle client requests related to distributions, contributions, and other account transactions. Collaborate with internal teams to ensure seamless client serv

OBJECTIVE OF THE POSITION The Ecommerce, Client Services Specialist provides exceptional customer care and resolution support within the standards and procedures of the James Perse online shop. This role partners and collaborates with the Distribution Center and other cross-functional team members to deliver an exceptional brand experience and highly personalized service through phone calls, emails and live chat engagement. ESSENTIAL DUTIES AND JOB RESPONSIBILITIES Field inbound customer service calls to support global ecommerce business. Provide articulate, professional and informed assistance to answer questions about online orders, products and general matters concerning website usage Review and effectively respond to incoming customer emails in a timely manner Engage customers through Live Chat communication by providing informed product knowledge and style/seasonal recommendations Drive sales by pro-active involvement in Exchange Order and Abandoned Cart outreach programs Manage p

Job Description Job Description Client Service Professional - Customer Service Reception - Meet &Greet Clients Answering Phones - Returning Clients Calls - Client Follow-up Filing - Printing Data Entry - Data Gathering - Documentation Bilingual (English / Spanish Preferred) Previous Front Office Experience a Plus

Are you looking to grow your career in financial services while working in a collaborative, family-oriented environment? At our firm, we blend the stability of a nationwide company with the personal touch of a close-knit team. If you're detail-oriented, proactive, and passionate about delivering an exceptional client experience, this role may be right for you. What You’ll Do: As a Client Service Specialist, you’ll be the go-to person for both clients and advisors, ensuring a smooth and professional experience. Your role will be dynamic, combining administrative expertise, client service, and operational support. ✔ Be the first point of contact – answer client inquiries and assist with account-related requests ✔ Manage scheduling and logistics for meetings between clients and advisors ✔ Process paperwork and service requests with precision and efficiency ✔ Maintain client files and support back-office operations ✔ Engage in proactive client outreach to strengthen relationships ✔ Assist

Job Description Job Description We are a sales and client management firm dedicated to delivering exceptional solutions to our clients. We specialize in sales and customer acquisition, striving to provide unmatched service and results for our exclusive clients. As we continue expanding our operations, we seek a motivated and customer-focused individual to join our sales team as an Entry Level Client Service Specialist. Responsibilities of the Client Service Specialist Position: Interact professionally with current and prospective customers, addressing inquiries, providing information about our clients' products/services, and offering assistance to ensure their needs are met. Facilitate sales presentations to customers with the goal of enrolling them in our client's available services. Troubleshoot and resolve customer issues, concerns, or challenges promptly, escalating complex problems to appropriate team members when necessary. Develop a deep understanding of our products and service

Headquartered in Irvine, California, EBizCharge by Century Business Solutions specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applications. Our applications are PCI compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage, SAP Business One, Microsoft Dynamics, NetSuite, Epicor, Acumatica, and major online shopping carts, including Magento and WooCommerce. EBizCharge offers its employees unlimited earning potential, career advancement opportunities, and a dynamic work environment. In our Client Services Specialist role, you will provide support to customers by doing virtual demonstrations, installations, and troubleshooting of our software products. Training is provided; however, good written, verbal communication skills and general computer skills are required. Requirements: Perform software demonstrations showing potential clients how our product/service work

Job Description Job Description JANUS et Cie a reputable, design-focused leader in the furniture industry is seeking detailed individuals to work as a Client Services Specialist to support our Sales Reps in the coordination of all sales accounts for their particular territory. For more than 40 years JANUS et Cie has offered sophisticated, high-end indoor and outdoor furnishings and is growing in all major locations throughout the U.S. catering to the all market sectors. The company has built a solid reputation by presenting world-class products, marketing programs and Brand recognition with exemplary service. The sales team partnered with its back up sales support is peerless and top of class in the industry. This job is based in Santa Fe Springs, CA and is office based. Hourly Range: $22-$24 HR DOE Under the direction of your manager, you will be responsible for the following duties: -Building and maintaining effective working relationships with sales team, vendors, clients, and end-u