Customer Care Agent Salary at Sitel Group BETA

Job Description Job Description SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate. This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner. Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability. Responsibilities: Frequent client contact by phone and email Assist clients with service needs, including general account questions, account changes, purchases and withdrawals, sending reports and documents Document client interactions via Redtail CRM, follow up on client meetings Maintain databases of client information Prepare and submit client paperwork and financial transactions accurately Respond to and correct pape

SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate. This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner. Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability. Responsibilities: Frequent client contact by phone and email Assist clients with service needs, including general account questions, account changes, purchases and withdrawals, sending reports and documents Document client interactions via Redtail CRM, follow up on client meetings Maintain databases of client information Prepare and submit client paperwork and financial transactions accurately Respond to and correct paperwork not in good order Inform f

Job Description RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world. We are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker. At RH we believe deeply that the "right" people are our greatest asset. We value people with high energy, who possess the ability to energize others. People who are smart, creative and have a point of view. People who see the answer in every problem, versus those who see the problem in every answer. People who are driven, determined and won't take "no" for

The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. **Responsibilities:** + High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly + Provide high level of support to Securities Specialists including but not limited to, client market updates, new acco

Job Description Job Description Are you a dynamic leader with expertise in recruiting, sales, and team management? Do you thrive in a fast-paced environment where your skills in staffing, training, and office management can make a tangible impact? If so, we want you to join our team as a Branch Manager at our Staffing Agency! About Us: At our staffing agency, we specialize in connecting top talent with leading employers. As a trusted staffing agency, we pride ourselves on delivering exceptional service to our clients and candidates. We’re looking for a motivated and knowledgeable Branch Manager to lead our team and drive branch success. What You’ll Do: As the Branch Manager, you will play a pivotal role in the branch’s operations and growth. Your responsibilities will include: Recruiting & Staffing: Oversee the recruitment and interviewing process to match qualified candidates with client needs. Manage the placement and dispatching of employees to client locations efficiently. Sales &

The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. **Responsibilities:** + High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly + Provide high level of support to Securities Specialists including but not limited to, client market updates, new acco

The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Responsibilities: High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly Provide high level of support to Securities Specialists including but not limited to, client market updates, new account open

Job Description Job Description The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers. Duties and responsibilities include: Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed. Provides support in the account opening process by attending meetings with customers and/or assuring the new account file that is provided by the WMA (IC or RM) is complete as per checklists. Follows-up with prospective customers for any missing documentation that has been determined. Initiates and follows-up account opening process. Provides support in the onboarding process Provides customer