Customer Service Liaison Salary at Sheet Street BETA

Job Description Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe. Client Service Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Communicate through Zoom, email and phone to build strong relationsh

Position Summary : In collaboration with the Sr. Manager US Customer Success and the Customer Success Supervisors, the Customer Operations Specialist is responsible for providing complete customer experience to all capital customers. The job holder will take ownership for and lead the complete customer experience process ensuring that customer resolution to the request is satisfactory. The job holder will be a part of the customer survey process and be responsible for attaining survey results for their interactions in line with the team metrics. The job holder will lead key communications around order updates and shipment reports. The job holder will play a key role in delivering great customer experiences by providing responsive confirmations which enables customers to plan for their key product deliveries. Major Duties & Responsibilities : Inbound call management, including one call resolution for the customer. Manage the customer needs cross-functionally by ensuring you give the cus

Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal goals. In 2020, we transitioned to 100% virtual. Through providing personalized benefits solutions, you'll be the architect of your client's security tomorrow. In this role, you can expect to: •Converse virtually with clients, weaving financial strategies that empower. •Cultivate client bonds that stand the test of time. •Ride the crest of industry trends, fortifying your knowledge. •Work alongside a dynamic remote team, where collaboration is the heartbeat of success. Company Highlights: •Voted #24 Happiest Company to Work For •Rated A+ Superior by A.M. Best for financial strength •Parent company Globe Life has more policyholders than any insurance company in the world What We Offer:•Work virtually, from anywhere •Comprehensive training provided •A fun, energetic, and positive team environment •Rapid career gro

Job Description Job Description Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! Responsibilities: Serves as first point of contact to service a high volume of daily interactions,

Responsive recruiter Replies within 24 hours Benefits: Flexible schedule Free food & snacks Opportunity for advancement We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients' journey with us! No matter your work background or experience level, we welcome you to apply! Perks: Include all health or wellness benefits offered Corporate discount program Opportunities for advancement within the organiza

Drives delivery vehicle and/or truck-trailer combination to transport material to customer sites. CDL driver operates vehicle weighing 26,000 lbs. or greater GVWR; vehicle 26,000 lbs. or greater towing a trailer that may exceed 10,000 lbs. * Assists customers with unloading material safely and accurately, taking precautions to protect product and customer property. * Required to use a hand-held device, except while driving, to ensure compliance with DVIR and HOS. * Verifies order details and maintain log of deliveries, including amounts and/or weights, mileage and locations of deliveries. Check items against invoice to ensure accuracy of order. * Acts as customer service liaison. Handles customer concerns and helps to resolve issues as they arise. * Maintains service logs and pre/post trip inspection procedures. Requirements: High school diploma or General Education Degree (GED), 21+ years of age, a valid Class A CDL license. A minimum of one (1) year of driving experience. Two (2) yea

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Our Charlotte, NC office is looking for a Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation. This is

We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients' journey with us! No matter your work background or experience level, we welcome you to apply! Perks: Corporate discount program Opportunities for advancement within the organization or as a tax pro Tax preparation training Continuing tax education And More! What you need: Strong interpersonal and communication skills Experience in a fast-paced