Client Services Salary at Mandrill BETA

Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. How you'll make

Job Description Job Description We are seeking a Client Service Manager to oversee a team of client service representatives and ensure the satisfaction of our clients. The ideal candidate will be responsible for resolving client issues, developing strategies to improve client satisfaction, and maintaining strong relationships with key clients. Qualifications: - Bachelor's degree in Business Administration, Management, or related field. - Proven experience in a client-facing role, preferably in a supervisory or managerial position. - Exceptional communication and interpersonal skills. - Strong leadership abilities with a focus on team development. - Ability to analyze data and generate actionable insights to improve client services. - Proficiency in CRM software and Microsoft Office Suite. Responsibilities: - Manage a team of client service representatives and provide leadership and guidance. - Develop and implement strategies to improve client satisfaction and retention. - Address clie

Job Details Job Location East Lake - Atlanta, GA Position Type Full Time Education Level None Travel Percentage None Job Shift Day Job Category Admin - Clerical Description Remedy is seeking an empathy-driven individual to join the team as a Client Service Coordinator. We are compelled to support pets and their people, which is why we are revolutionizing veterinary care in the southeast. As the first point of contact for our hospital, this position is an integral part of ensuring our clients and patients have a positive healthcare experience. Highlights A friendly, inclusive environment where everyonefrom our team to our furry patientsis treated with compassion and respect Welcoming workplace with an evolving focus on diversity, equity, and inclusion Generous benefits package, including 3 weeks of PTO and a 100% employer-paid health insurance option Community-focused organizational goals with supportive management Duties and Responsibilities The Client Services Coordinator must be appr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: •Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships •Executing money movement transactions at the request of the client and/or FA/PWA •Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) •Enter profile information or pre-fill account documentation on client accounts and/or doc

The role as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisor/CEO. Day-to-day duties entail a wide variety of responsibilities and skills, including administrative, client service, and advisor support. The ideal candidate is detail oriented with proven organizational skills, able to self-manage time efficiently, and prioritize tasks; can embrace technology and the efficiencies it allows and a driven self-learner who is always looking to improve processes. Responsibilities: Receive and route phone calls to appropriate parties or take messages. Deliver exceptional client service and serve as a liaison between advisor and clients. Proactive follow-up with clients to confirm account updates, paperwork, and check receipts. Collect appropriate documentation to support the new client onboarding and billing process and ongoing delivery of wealth management services. Review daily tasks a

Job Title: Client Services Associate Location: Atlanta, GA- Remote - USA Reports to: Key Account Manager Department Name: Account Management Job Types: Full Time, Non-Exempt Overview We are seeking a dedicated and personable Customer Service Associate to join our team. The Client Services Associate (CSA) processes inbound customer service requests and inquires via phone, e-mail, and Internet portals. The CSA is responsible for providing effective customer service for all internal and external customers by using excellent, in-depth knowledge of company provided services as well as communicating effectively with team members within the customer operational department. Key Responsibilities Provide timely and accurate information to inbound customer service requests Respond promptly and professionally to incoming phone calls, E-mails, and other web-based systems Process customer service requests according to established department policies and procedures Provide timely feedback to the comp

We are a retirement and financial planning firm based in Atlanta. As a registered investment adviser, we work with high net-worth individuals, families, and institutions. We are looking for an experienced and versatile Client Service Associate to support our advisors, our clients, and our continued growth. In addition to having a strong working knowledge of industry software, systems and processes, you are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. Whether it's completing paperwork and tasks, onboarding new clients, handling service requests, scheduling or preparing for meetings, you tackle it with a service heart and an accuracy and efficiency that can't be beaten. You will be instrumental in ensuring our clients receive the highest level of service and support. With your astute industry knowledge, you not only know the differences between accounts such

Job Description Job Description We are a consulting company that partners with industry leaders in the telecommunications field, utilizing our personalized sales and marketing strategies to drive their goals and growth. We’re seeking an energetic Client Services Trainee to join our team and work directly with consumers, delivering exceptional results while enjoying hands-on training, a supportive team atmosphere, and the chance to set forth realistic goals that we will ensure are all met! As a Client Services Trainee, you’ll be at the core of our business, managing sales and marketing campaigns with a focus on creativity, efficiency, and excellence. If you are someone who can thrive and is looking for direct consumer interactions, team-building opportunities, and taking on new challenges, join our Client Services Trainee team now! Key Responsibilities of a Client Services Trainee: Engage with prospective customers in a friendly and informative manner to create a positive brand impressi