Client Services Salary at Proxytrust BETA

Client Service Representative Location: Valley Stream, NY About Platinum Filings: Platinum Filings is a global leader in due diligence, corporate, and compliance services for industry professionals. Specializing in the searching, filing, and retrieval of public records nationwide and globally, we serve leading law firms, corporations, and financial institutions with disruptive speed and efficiency. At the core of our services are innovation and excellence, backed by proprietary technology that is shaping the future of our industry. Why Join Platinum Filings? Build a career that builds you. With over a decade of fast growth, Platinum Filings is one of the U.S.’s fastest-growing companies. Here, we offer more than jobs; we provide a platform to ignite your passion, build expertise, and chart a path toward professional excellence. Our team-driven culture is founded on collaboration, quality, and innovation, with a high-energy, action-packed, and supportive office environment. We have zero

Job Overview – Client Services Associate (Hybrid): Compensation: $90,000 – $110,000/year base ($130,000 – $140,000 All-In) Location: Stamford, CT Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Client Services Associate for our client in Stamford, CT (Hybrid). This role is ideal for professionals with experience in investment operations, fund servicing, and client support. You’ll manage account onboarding, oversee daily investor transactions across commingled funds, SMAs, mutual funds, and CITs, and coordinate with internal teams and external partners. Responsibilities as the Client Services Associate: Client Operations: Manage transactions for subscriptions, redemptions, and transfers across Private Funds, SMAs, Mutual Funds, and CITs. Cross-Functional Coordination: Oversee daily workflows and collaborate with Business Development, Legal, and external partners. Client Support & Communication: Provide operational support to clients, administrators, consultants, custodian

Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms - Scheduling and confirming appointments - Placing outbound calls for follow-ups and reaching out to prospective clients Client Service, Representative, Service, Animal Care, Retail, Client

The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. ESSENTIAL RESPONSIBILITIES AND TASKS Live and exemplify the Five Principles of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. Maximize the number of pets seen by the hospital team through through a productive and efficiently run hospital to support the needs of our wellness plan clients. Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welc

Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. 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 The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue benchmark expectations. This role reports directly into either the Branch Client Service Director or the Bra

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

Role Duties & Responsibilities: Case management of inbound buyback/restructure opportunities through liaising with policy holders with empathy, professionalism, and effective creative solutions; Performing qualitative due diligence on current opportunities by assessing potential risk factors on individual cases, and becoming familiar with the applicable laws and regulations on a state by state basis; Generation of quotes for policy holders by gaining an understanding of the key financial drivers and dynamics of each case; Management of leads using internal Customer Relationship Management (“CRM”) system; and predicting, avoiding and/or resolving challenges as they arise with initiative and persistence; Creation and maintenance of client/customer reporting on a weekly, monthly, quarterly basis; Maintenance of internal process and procedure documents; Analysis and reporting of customer feedback/surveys; and Identification of new opportunities to continually grow the business. Job Qualifi

THIS IS A PART TIME POSITION LOOKING FOR WEEKEND DAYS HELP S UMMARY OF J OB P URPOSE AND F UNCTION The Client Service Coordinator ("CSC") drives the f low of clients and p ets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and p ets), ensures good communication with associates and clients, and coord inates the care of clients and p ets in a hap py, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. E SSENTIAL R ESPONSIBILITIES AND T ASKS ~ Live and exemplify the Five Principles of Mars, Inc. within self and team. ~ Actively recruit new clients by promoting hospital services and route the flow of clients and p ets to ensure superior client care and maximum productivity of the veterinary medical team. ~ Maximize the number of p ets seen by the hospital team through through a productive and efficient ly run hospital to support the needs of our wellness plan clients.