Customer Care Agent Salary at Ezlo BETA

About the Company A leading institutional asset management firm located in Livingston, NJ, is seeking a highly motivated and detail-oriented professional to join their Client Service and Business Development team. About the Role In this role, you will be responsible for preparing a variety of client-facing documents and reports, supporting RFP processes, and assisting with the development of materials for client meetings. Responsibilities Create and maintain reports for clients, consultants, and prospective clients Assist in the preparation of RFP responses and questionnaires, including drafting content, gathering data, and compiling detailed support materials Contribute to the development and execution of email campaigns Manage and update consultant databases Utilize third-party portfolio analysis tools to gather insights and generate reports Help prepare presentations and meeting materials for clients and consultants Qualifications Bachelor’s degree in Finance, Economics, Business, M

About Masterworks Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. In just three short years, we have built a portfolio of nearly $800 million in world-class artworks, introducing over 700,000 individuals to the $1.7 trillion art market. Masterworks has been covered by major media publications such as The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recently recognized as one of the Top 50 Startups in the US by LinkedIn. In 2021, Masterworks achieved unicorn status raising $110M in its Series A fundraising round at a valuation exceeding $1 billion. Our 200+ employees are based out of our offices at 1WTC in the Financial District of New York City. With an entirely in-office team, there are endless opportunities for collaboration, innovation, and learning. Why Masterworks? Do you thrive on disruption? Do you want to live at the cutting ed

POSITION OVERVIEW: MCI is a leading Business Process Outsourcing (BPO) company that specializes in delivering tailored solutions to meet the diverse needs of our clients. With a commitment to excellence and a focus on innovation, we have established ourselves as a trusted partner in the industry. As a Customer Care Agent, you will play a crucial role in our organization by providing exceptional customer support and resolving customer inquiries. You will utilize your excellent communication skills and customer-focused approach to build positive relationships with customers and ensure their needs are met. To be considered for this role, you must complete a full application on our company careers page, including all screening questions. POSITION RESPONSIBILITIES: Key Tasks and Responsibilities: Handle inbound customer service calls in a professional and courteous manner. Assist customers with inquiries, complaints, product information, and service-related issues. Troubleshoot and resolve

About Us: Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. We are seeking a dynamic Client Service Associate to join Advisor, Lyle Weintraub’s team and support our growing initiatives. About Lyle Weintraub’s team: Over the last 30 years, Lyle has built a nationally recognized, award-winning financial advisory practice and a top caliber team. Named among New Jersey’s Best-In-State Wealth Managers by Forbes, we serve high net worth individuals and families. Job Brief: We are looking for an ambitious and adept candidate who is passionate about providing exceptional client service and thrives in a fast-paced environment. This role includes a mix of client-facing activities and administrative tasks that will expand your skill set and make a meaningful impact on our business. High-level responsibilities include pr

Job Description Job Description About Capvision We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in expert interviews and surveys, business consulting and in-person/remote conferences. Start Date January, February, March 2025 Why Join Us? A career in our Research practice will provide you the opportunity to help institutional investors and management consultants discover new insights and make cutting edge business decisions by connecting them with industry subject matter experts for 1-1 discussions. As part of our team, you will develop a deep understanding of a client's underlying research interest and build a knowledge base of multiple industries. No two days are the same at Capvision. At one moment

Job Description Job Description About Capvision We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in expert interviews and surveys, business consulting and in-person/remote conferences. Start Date January, February, March 2025 Why Join Us? A career in our Research practice will provide you the opportunity to help institutional investors and management consultants discover new insights and make cutting edge business decisions by connecting them with industry subject matter experts for 1-1 discussions. As part of our team, you will develop a deep understanding of a client's underlying research interest and build a knowledge base of multiple industries. No two days are the same at Capvision. At one moment

Jacobs Levy Equity Management, an institutional asset manager located in Florham Park, NJ, is seeking an energetic, dynamic individual to work in our Client Service and Business Development Group. This professional will prepare client, consultant, and prospective client reports, analyses, questionnaires, and RFPs. Responsibilities include: Produce client, consultant, and prospective client reports Assist in preparing and managing RFPs and questionnaires by drafting responses, producing requested data and reports, and assembling detailed support information Assist in preparing and managing email campaigns Update and help manage consultant databases Use third-party portfolio analysis systems to gather data and create reports Assist in preparing materials for client, consultant, and prospective client meetings This position requires a skilled professional who has strong analytical skills, shows exceptional attention to detail, and is a good communicator. Requirements include: Bachelor’s d

Job Description Job Description We are seeking a Commercial Banking Client Services Associate to support a dynamic banking team in delivering exceptional client service. This role is integral to ensuring smooth daily operations, account maintenance, and client transaction support. The ideal candidate will be a detail-oriented professional with a strong background in financial services and a passion for providing a white-glove client experience. Key Responsibilities: Assist Commercial Banking teams with client service matters, including operations, account opening, maintenance, cash management, and loan servicing. Own client inquiries and provide solutions to enhance retention and business growth. Utilize case management tools to prioritize tasks and meet service level agreements. Establish strong partnerships with internal banking, operations, and business teams to ensure a seamless client experience. Review daily reports, manage overdrafts, process fund transfers, and handle fee modif