Customer Support Specialist Salary at Murka BETA

Job Description Job Description MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following: Interfacing directly with clients to complete service requests Assist & coordinate operational procedures, including reporting and cash management within client accounts Assist with the completion of investment trades within client accounts Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client a

Job Description Job Description At Higher Heights, we believe in the power of personalized customer service and direct engagement. We are seeking a Client Services Associate to join our growing team and play a pivotal role in delivering exceptional service to our clients. This entry-level position is not in a call center environment but rather focuses on face-to-face interactions, offering a unique, hands-on approach that has driven our unprecedented growth. As a Client Services Associate, you’ll be the bridge between our clients and their customers, using your exceptional people skills to create and maintain strong relationships. You’ll help us execute personalized marketing campaigns designed to drive customer acquisition and satisfaction while contributing to the overall success of our clients' brands. What You’ll Do: Build and maintain client accounts through direct customer interactions, driving revenue and creating lasting relationships Master the client-provided software systems

Job Description Job Description MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following: Interfacing directly with clients to complete service requests Assist & coordinate operational procedures, including reporting and cash management within client accounts Assist with the completion of investment trades within client accounts Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client a

Job Description Job Description MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following: Interfacing directly with clients to complete service requests Assist & coordinate operational procedures, including reporting and cash management within client accounts Assist with the completion of investment trades within client accounts Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client a

AO Globe Life is looking for a Client Services Associate to join our team. This individual will act as the primary liaison for all critical business accounts, taking ownership of client relationships to ensure exceptional service delivery and satisfaction. The focus of this pivotal role is building strong, positive connections with clients to foster long-term partnerships and mutual success. The Client Services Associate should have an opportunity to make a real impact. Youll be helping families across Canada and the United States, creating positive experiences, fostering trust, and inspiring those around you. If youre passionate about people and ready to grow in a role where relationships and service take center stage Key Responsibilities Client Engagement: Provide outstanding service, understanding client needs, and offering personalized solutions to their needs. Customer Support: Assist in identifying opportunities and supporting initiatives to maximize client satisfaction and busin

Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Perfor Client Service, Associate, Client Relations, Customer Experience, Relationship, Service, Retail, Banking

**Position Overview** At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will be based in Baltimore, MD. The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any client related activities. As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Opera

Client Service Associate Client Service, Associate, Service, Retail