Client Services Representative Salary at New York Blood Center Enterprises BETA

Firm Overview Monte Financial Group, LLC is a fee-only financial planning and investment advisory firm based in Guilford, Connecticut. Our expanding team of eleven operates across two business segments: Wealth Management and Asset Management. We are currently looking for a Client Service Associate to join our Wealth Management division and contribute to our continued growth and success. Job Summary As a Client Service Associate, you will be a part of the firm’s Wealth Management team. This position is onsite, located at our Guilford, CT office. Responsibilities will include supporting the firm’s Wealth Advisors by responding to client inquires, completing client onboarding and account maintenance tasks, and developing quality relationships with our custodians. Key Accountabilities Deliver exceptional client service by addressing client needs and concerns effectively, supporting clients throughout their financial journey, and ensuring a high level of client satisfaction. Prepare all cus

Client Services Associate We were founded with the mission to deliver top results for our clients across the state of Florida. Our results are undeniable; we continue to outshine our competition and set new standards in the client services industry. As we embark on our newest endeavor with one of the top auto glass programs in the country, we are seeking a driven Client Services Associate to join our team. As a Client Services Associate, you will serve as a direct liaison between our renowned clients and their valued customer bases. Your primary objective in this role will be to ensure client and customer satisfaction through unmatched relationship building and outstanding professionalism. We are looking for a Client Services Associate who is excited to represent top household brands and lead our clients to success in the process. If this opportunity sounds like something you would excel at, we are eagerly awaiting your application! Duties & Responsibilities of the Client Services Asso

What our Client Service Representatives do and why it's important: Cottingham and Butler is growing and we are adding Client Service Representatives to our team! As a Client Service Representative, you will work directly with our clients to help keep their accounts up to date. You will make a direct impact on a daily basis by carrying out the top-tier services that define Cottingham and Butler. In practice, the core activities of your job will be to: •Ensure that client accounts are up to date so they can continue to operate •Build relationships with clients through friendly interaction, timely execution of requests, and close attention to detail •Consolidating and communicating important information by putting together reports Video Overview: Click here to watch an interview with an actual Client Service Representative. Strengths and skills necessary for success in the role: Our outstanding team of Client Service Representatives are one of the main reasons we have a client retention r

We are looking for a cheerful, client-focused, and results-driven individual to join our Client Service Team in Cleveland, Ohio! If you are good on the phone, enjoy providing comfort and assistance to people in need, and are looking for a new challenge, look no further. We have a great opportunity for you!

Job Description: Provides escrow services for residential, refinance, and Home Equity loans. Responsible for facilitating real estate transactions by providing a high level of customer service and proactive communication to both internal and external customers throughout the closing process. Skills/Experience: Duties Handles internal and external inquiries related to moderately complex processes and transactions. Monitors messages and questions received via centralized inbox, systematic work queues or phone, responds to moderately complex inquiries and escalates more complex. Coordinates the preparation, review and collection of all required documentation and required forms for recording of conveyance deeds. Coordinates signing appointments, closing package preparation and final title packages for clients. Acts as liaison between internal and external parties to ensure requests are effectively resolved. Enters detailed and accurate notes into appropriate systems and files documents acc

Job Overview Are you passionate about delivering outstanding customer service? We're looking for enthusiastic Client Services Representatives! Join SeaTown, and you'll be the friendly voice that helps our clients navigate their needs, ensuring they have a seamless and enjoyable experience. As a Client Services Representative, you'll engage with clients promptly and professionally, resolving their inquiries and concerns with a smile. If you thrive in a fast-paced environment and enjoy building lasting relationships, this is the perfect opportunity for you! What you'll be doing: Receive a high volume of inbound calls in a fast-paced environment and make outbound calls to existing clients, booking appointments at a high conversion rate. Able to quickly identify the client's request or concern, efficiently provide the most effective solution, and de-escalate any concerns. Effectively use critical thinking skills to solve problems for clients while consistently using the best judgment to de

Job Description Job Description Client Service Representative Mobile, AL *Must have financial experience to be considered Summary: A wealth management firm is seeking a dedicated Client Service Representative (CSR) for its Mobile office. As an integral member of a client-facing team, which includes an Investment Counselor (IC) and a Portfolio Manager (PM), the CSR will play a crucial role in delivering accurate and professional support to clients. Client Relationship Responsibilities: Support a specific IC's client base by maintaining client relationships, participating in periodic care calls, and scheduling meetings. Respond to client inquiries promptly, ensuring same-day acknowledgment of receipt. Maintain and organize client information in the firm’s CRM system, including logging meeting notes and tracking follow-up tasks. Coordinate with clients’ other professional advisors (CPAs, attorneys) as necessary. Prepare materials for client meetings, including printing and binding reports

Client Service Associate Akron, OH BH Solutions Group is an Executive Recruiting and Consulting firm located in Akron, OH. Currently assisting a wealth advisory group in Akron in their search for a Client Service Associate who will act as a liaison between financial advisors, clients and vendors by performing routine administrative and operational procedures. Responsibilities for the Client Service Associate Provides office support including answering telephones, assisting visitors and resolving and/or referring problems or inquiries. Prepares reports by gathering and analyzing data. Transcribes and prepares processes and follows up on documents to assist with servicing clients and prospects. Ensures required client paperwork is current with firm and industry requirements, rules and regulations. Operates standard office equipment and uses required software applications. Communicates with outside business professionals upon client request with compliance approved documentation. Establis