Client Service Representative Salary at Howroyd-Wright Employment Agency, Inc Dba Appleone BETA

As an Account Manager, you will be instrumental in handling client inquiries, ensuring exceptional client satisfaction, and guiding clients through the process of exiting various contracts. This role involves direct client communication, offering essential information and support, and collaborating closely with our partner companies to deliver a seamless and efficient service. Responsibilities: Handle all client inquiries with a commitment to achieving 100% client satisfaction. Manage inbound calls and provide information related to exiting out of contracts. Ensure accurate tracking and management of client data. Participate in training and team meetings, contributing to a collaborative work environment. Manage a portfolio of approximately 50 - 80 clients. Qualifications: Strong communication skills. Proficient in Microsoft Office Suite. Detailed, organized, with excellent time management skills. Perform effectively under pressure and meet deadlines. Team player with the ability to wor

Whittier Advisors, LLC Client Service Associate | Los Angeles, CA About Us Whittier Advisors is a Los Angeles and Newport Beach-based investment management firm with over $1 billion in assets under management. Operating as a separate entity, Whittier Advisors is an affiliate of Whittier Trust Company and The Whittier Trust Company of Nevada, and a wholly owned subsidiary of Whittier Holdings, which collectively manage over $25 billion in AUM. We provide comprehensive investment solutions for high-net-worth families, institutions, and foundations, and manage fixed income mutual funds and separately managed accounts. We seek curious, entrepreneurial professionals who share our passion for delivering exceptional client outcomes. Job Description The Client Service Associate collaborates with Relationship Managers and Portfolio Managers to deliver high-touch service to high-net-worth individuals, families, and institutions. Core Responsibilities Coordinates with Portfolio Managers and Relat

Cetera takes pride in its exceptional resource center team, dedicated to delivering outstanding customer service. Our team members are highly motivated, empathetic, and sincerely passionate about assisting others. They are dedicated to exceeding expectations to ensure our customers stay satisfied and connected. We're looking for individuals who thrive on challenges, show initiative, and are committed to making a positive impact. If you possess these qualities and are eager to join a team dedicated to excellence, we believe you'll thrive in our organization. We’re currently seeking a Service Professional to join our team in one of our office locations, as this is a hybrid role. What you will do: Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships. Establishing oneself as the primary point of contact for advisors’ clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successf

Job Description Job Description Job Description: We are seeking a Customer Service Manager to join our dynamic team in the financial services sector. This role is critical in maintaining our commitment to excellent service delivery by interacting with clients in an unlicensed capacity to address and resolve their needs efficiently. Responsibilities: Communicate directly with clients to understand and service their financial needs. Develop and maintain in-depth knowledge of our products and services. Ensure client satisfaction and provide professional client support. Collaborate with various departments to streamline service processes. Handle complex client complaints or issues. Requirements: Minimum 2 years of experience in the financial services industry. Proficiency in CRM software and strong computer skills. Exceptional communication and interpersonal abilities. Strong leadership skills with the ability to motivate and guide a team. Problem-solving and decision-making skills. Prefer

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

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

Overview: At Speedy Cash, we’re more than a financial service provider; we’re a trusted ally for hard-working customers who are seeking quick and reliable financial solutions. As a Customer Service Representative, you’ll play a pivotal role in our fast-paced environment by building connections with our diverse customer base, ensuring seamless transactions and exceptional in-store experiences. Responsibilities: Forge connections with customers to cultivate lasting relationships that drive repeat business. Skillfully review, validate, and process customer transactions with accuracy including check cashing, money transfer, and customer payments. Proactively maximize customer success by offering personalized financial services that fit their lifestyle. Enter and maintain customer information with precision and integrity into a Point-of-Sale (POS) system. Build new business by completing inbound and outbound call campaigns daily. Assist in customer account management and collections by acce

Responsibilities: Establish relationships with customers by communicating and resolving issues. Responsible for order entry and/or maintenance for assigned accounts. Review plant delivery schedules versus requested dates and resolves any conflicts. Tracks and communicates any changes and potential service issues to the customer. Communicate order confirmations, changes and cancellations to both customers and internal Mauser team members. Inform sales and operations of any unresolved service issues; Recommends corrective action to customer issues as necessary. Reviews orders after shipment for billing accuracy and any quantity item errors. Manages the issuing of credits, return authorizations and pallet returns. Reviews inventory usage on stocked items, identifies and communicates items that have not tracked to plan. Ensures that any customer complaints have been resolved in a satisfactory manner obtaining guidance/approval from supervisor when necessary. Communicates with Planners, Sal