Client Relationship Specialist Salary at Storehouse Financial Llc BETA

Job Details Level Experienced Job Location IDX Coppell TX Site - Coppell, TX Position Type Full Time Education Level 2 Year Degree Job Category Customer Service Description About Us Inform Diagnostics, a Fulgent Genetics Company, is a nationally recognized diagnostics laboratory focused on anatomic pathology subspecialties including gastrointestinal pathology, dermatopathology, urologic pathology, hematopathology, and breast pathology. Founded in 2011, our parent entity, Fulgent Genetics, has evolved into a premier, full-service genomic testing company built around a foundational technology platform. Through our diverse testing menu, Fulgent is focused on transforming patient care in oncology, anatomic pathology, infectious and rare diseases, and reproductive health. We believe that by providing a wide range of effective, flexible testing options in conjunction with best-in-class service and support, we can redefine the way medicine is managed for patients and clinicians alike. Since i

Job Purpose & Scope Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times Essential Job Functions + Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners. + Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions. + Open and service deposit accounts. + Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud. + Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversation

Our success and our clients' satisfaction are a direct result of our award winning customer service. Without the ability to initiate customer interactions to expose our clients' products to the public, our expanding firm wouldn't be where it is today. This level of customer expertise begins with the training we offer to our Consumer Relations Specialists at the entry level. As a member of our team, you will learn the ins and outs of our clients products and services in order to carry out promotional strategies and assist customers in completing purchases. Job Requirements: 0 - 3 years of experience in retail and/or customer service Previous sales experience preferred Extroverted and outgoing personality Outstanding interpersonal communication skills Ability to multitask and perform under pressure Team oriented with a positive attitude Leadership qualities with strong public speaking skills Must be 18 years of age or older Immediately available for full time work We Offer: In depth / fu

My client was founded in 2017 to help financial advisors better secure their clients' financial futures. They focus on independent Registered Investment Advisers (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology. Today, they work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two industry-leading products We are looking for a strong client support representative with their Series 7 license to handle client accounts and cash movements. This role involves providing white-glove customer service, answering questions from end clients, and relaying feedback to product and engineering teams. My client operates on a hybrid work model, with employees coming to the office on Tuesdays, Wednesdays, and Thursdays. They provide lunch on in-office days and encourage team meetings and collaboration. The remote role is based in Dallas to provide extended support hours fo

Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we've been committed to making dreams come true for independent car dealers. AFC's finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here: https://www.autofinance.com/ AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit https://corporate.openlane.com/. AFC's Core Values: Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own. Powered by Passion. We believe that "passion is our superpower" and that every

This position is contingent upon a contract award. Recruits and develops ongoing relationships with counselors to create a field network of rotational and contracted network counselors which deliver counseling services to military bases in the Continental United States (CONUS) and may support On Demand and OCONUS (Outside of Continental United States). Initiates investigations of counselor and military installation point of contact (POC) complaints. Independently develops recruitment strategies for networking in the communities where open positions exist by developing creative ways to recruit based on any unique needs. Recruitment strategies may involve development and maintaining relationships with professional organizations, licensing boards, etc. Identifies counselors through recruitment efforts and develops and maintains positive long-term counselor relationships in support of the Federal contract. Through relationships with counselors in the network, evaluates counselors potential

Job Purpose & Scope: Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times Essential Job Functions: Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners. Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions. Open and service deposit accounts. Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud. Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with l

Job Purpose & Scope: Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times Essential Job Functions: Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners. Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions. Open and service deposit accounts. Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud. Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with l