Client Service Associate Salary at Northeast Financial Consultants Inc BETA

Job Description Job Description Mutual Security Credit Union is a financial cooperative owned by the members it serves through its branches in Danbury, Norwalk, Shelton, and Watertown. Headquartered in Shelton, Connecticut, MSCU has been servicing Fairfield, New Haven and Litchfield counties for over 70 years and takes pride in a total membership of over 28,000 and assets over $350 Million. Join our Team and be a part of a movement that is fostering change and making a meaningful impact every day. Our employees, regardless of their role, share a passion, a focus, and the dedication to create prosperity and success in everyone’s well-being in our communities. Join us in supporting our mission and elevating your personal growth and advancement by embracing this rewarding career opportunity. GENERAL FUNCTION Proactively seek ways to develop and expand member relationships in order to contribute towards the branch success. Responsible for the accurate servicing of varied financial transact

We are seeking a Client Services Representative with experience in financial services, investment banking or insurance industries to work for a growing company in Westport Connecticut. This role will interact with customers and internal leadership on a daily basis, assisting to facilitate the needs of the client. Position: Client Services/Operations Associate Company Location: Westport, Connecticut Key Responsibilities Manage cases involving policyholder interactions with empathy and professionalism. Conduct qualitative due diligence, understanding state-specific regulations. Generate quotes for policyholders and evaluate financial case dynamics. Track and manage leads using a CRM system; predict and resolve challenges. Create and maintain client/customer reports regularly. Update internal process documentation and analyze customer feedback. Identify and support new business opportunities for growth. Requirements 2–4 years of experience in customer service or a client-facing role. Stro

POSITION SUMMARY: Registered 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 covera ge 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/team 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 acc

POSITION SUMMARY: Registered 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/team 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 acco

Our client, a leader in the credit space, is looking for a Senior Investor Relations Operations professional to join their team. In this role, you will be responsible for handling a mix of customer service responsibilities related to investor onboarding, capital activity and more. As a member of the Investor Relations Operations team, a Client Service Associate regularly interacts with the Investor Relations/Business Development team, internal and external fund counsel, the funds’ administrators, and members of the firm’s operations and accounting teams. Specific responsibilities include: Becoming an Investor Relations Operations subject matter expert on the firm’s investor base and investor capital activity Ownership of the capital activity process across various fund complexes and multiple funds-of-one including investor subscription, redemption, and transfer processes for our evergreen funds and multiple closings, capital calls and distributions for our commitment based funds Partic

Title Customer Service Manager Location Norwalk, CT Company Reed’s Inc.® is an innovative company and category leader that provides the world with high quality, premium and naturally bold™ better-for-you beverages. Established in 1989, Reed's Inc.® is a leader in craft beverages under the Reed’s®, Virgil’s® and Flying Cauldron™ brand names. The company’s beverages are now sold in over 40,000 stores nationwide. Job Summary The Customer Service Manager is a hands-on position with responsibility of leading and optimizing the customer service operations between the company’s suppliers for finished goods, contract manufacturing, third-party logistics partner(s), and Reed’s customers. This is a fast-paced role that requires a customer service-oriented individual who can engage with suppliers, finance, sales, and marketing in an efficient manner. This role will have one direct report and will be responsible for the day-to-day operations and the management and the professional development of t

Job Description Job Description We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required, we provide you with ongoing training to keep you up to date with the latest trends & give you the best opportunity to grow your career! As a Client Services Associate, your role will be vital in creating and sustaining positive relationships with our clients while delivering extraordinary customer service. This role offers a hands-on approach that specializes in customized consumer interactions to drive our client base and overall satisfaction! Responsibilities of the Client Services Associate: Deliver exceptional customer service in-person by assessing customer needs with a professional and positive attitude Build and maintain client accounts by fostering lasting relationships through direct engagements Reviewing customer

Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Business Development Center Manager located in Stamford, CT. The Business Development Center Manager will be responsible for managing customer service operations, maintaining customer satisfaction, and ensuring effective communication with clients. Day-to-day tasks include overseeing phone interactions, addressing customer inquiries, retaining existing customers, and resolving service issues promptly. The role also involves developing strategies to enhance customer retention and satisfaction, as well as training team members on best practices in phone etiquette and customer service. Qualifications Strong skills in Phone Etiquette and Communication Experience in Customer Service and ensuring Customer Satisfaction Ability to develop and implement Customer Retention strategies Excellent leadership and team management skills Strong problem-solving and conflict resolution abilities