Client Services and Support Salary at Ipr Software Inc BETA

Job Summary: Stratos Wealth Advisors provides advisors and their clients with a diverse wealth management experience, offering a personalized, concierge-level service that elevates all aspects of financial and investment management. Our advisors have access to a wide range of financial products and strategies without the restrictions commonly found in larger brokerage firms and investment banks. Why Join Stratos Wealth Advisors? We embrace a team approach that combines big-picture thinking, meticulous attention to detail, innovative problem-solving, and thoughtful stewardship. Our culture is rooted in expertise, a commitment to exceptional client service, and genuine care for our clients and team members alike. We are seeking a highly organized and detail-oriented Client Service Associate to join our team. This role requires a positive, upbeat individual who thrives in a team setting and is dedicated to providing an exceptional client experience. As a Client Service Associate, you will

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 Role You will report to the Principal Software Engineer and work within the Client Services Team. This role combines client support with project execution duties to fulfill online data collection surveys and other research activities. You’ll collaborate with the existing client service team, including the Senior Manager, Client Services and Project Coordinator, as well as department leaders pursuing new business development. Things You’ll Do Manage end-to-end project coordination, including survey setup, sample management, and quality control using internal web tools Guide clients through research study setup on the Forthright Access platform Monitor project health and proactively identify and address potential issues or red flags Maintain a strong understanding of company services and communicate research methodologies to clients. Provide excellent client communication and regular project status updates Assist in handling user support inquiries and

Job Description Job Description We are seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer service team, there is a new opening for the expansion of the marketing campaign. Servicing our clients with a smile and a handshake is why the customer service division has enjoyed unprecedented growth this year. Campaigns focus on developing and executing unique, personable advertising strategies designed to generate new customers for clients. The Goals Are Simple: every consumer must benefit from the promotions, every client must benefit from the services provided and every representative must benefit from the training and team spirit of the company! Responsibilities of our Client Service Associate: Creating and maintaining client ac

Job Description Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. Our Correspondent Services Division has an immediate need for a Client Service Associate. This position will be responsible for opening accounts for correspondent broker dealers, client service, and quality control as well as PMA, Prime Broker, and DBA package review. Responsibilities include but are not limited to: Open different kinds of accounts for our Correspondent Broker-Dealers and ensure proper set up for AML processes Create PMA and Prime Broker approval packets for circulation to committee Provide Client Service to corre

Responsibilities: 1. Follow up with the daily clearance process, which including the terminal pick up, warehouse operation and also the truck handover operation. Complete the customs clearance daily and weekly reports in time, including normal and abnormal customs clearance monitoring; 2. Responsible for the daily operation on the coordinate with the airline cargo terminal and also the brokers/warehouse on the daily process on the E-commerce cargos. 3. Responsible for the checkpoint uploading and monitor the KPI for the clearance leadtime so as to achieve the KPI 4. Daily dispatch with the truck company for the certain truck to load the shipments to the last mile station. 5. Monitor the monthly cost for the operation and responsible for the cost control for the clearance operation. Requirements: 1. Above 3 years working experience in well-known international freight forwarders or brokers company or the logistic company, whch 1. Have practical experience in daily clearance and warehouse

Associate,Fund/Client Accounting Representative At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We’re seeking a future team member for the role of Associate,Fund/Client Accounting Representative to join our Fund Accounting Team team. This role is located in Los Angeles, CA. In this role, you’ll make an impact in the following ways: Day-to-day accounting and net asset value (NAV) production functions (