Customer Care Associate Salary at The American Association Of Retired Persons BETA

Type of Requisition: Regular Clearance Level Must Currently Possess: Top Secret SCI + Polygraph Clearance Level Must Be Able to Obtain: Top Secret SCI + Polygraph Public Trust/Other Required: None Job Family: Systems Administration Job Qualifications: Skills: Customer Service, Information Technology (IT) Support, VTC Certifications: None Experience: 2 + years of related experience US Citizenship Required: Yes Job Description: Transform technology into opportunity as a Team Lead/Customer Service Support Specialist with GDIT. A career in enterprise IT means connecting and enhancing the systems that matter most. At GDIT you’ll be at the forefront of innovation and play a meaningful part in improving how agencies operate. At GDIT, people are our differentiator. As a Customer Service Support Specialist you will help ensure today is safe and tomorrow is smarter. Our work depends on a Customer Service Support Specialist joining our team. WHAT YOU’LL NEED TO SUCCEED: Education: Bachelor’s degr

Job Description Job Description MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following: Interfacing directly with clients to complete service requests Assist & coordinate operational procedures, including reporting and cash management within client accounts Assist with the completion of investment trades within client accounts Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client a

Job Description Job Description MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following: Interfacing directly with clients to complete service requests Assist & coordinate operational procedures, including reporting and cash management within client accounts Assist with the completion of investment trades within client accounts Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client a

Job Description Job Description MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following: Interfacing directly with clients to complete service requests Assist & coordinate operational procedures, including reporting and cash management within client accounts Assist with the completion of investment trades within client accounts Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client a

Job Description Job Description Global Advisor Group provides financial planning and wealth management services to clients in all 50 states and over 100 countries across the globe. Our team members, apply their extensive client service experience and deep knowledge of investment management to meet the complex financial planning needs of expatriate Americans, and foreign nationals with integrity, objectivity, and perspective. We recognize that our team members are our strength, and the diverse talents they bring to our workforce are directly linked to the firm’s success. We are seeking a Client Service Associate to help us deliver exceptional results and join our team. Position Summary Our Client Service Associate uses skills obtained through experience and training to provide direct support to a Financial Advisor to assist with a wide variety of client and administrative functions. Knowledge/Requirements · Preferred 4-Year Bachelor’s Degree and 2-4 years of administrative experience ·

Job Description Job Description MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following: Interfacing directly with clients to complete service requests Assist & coordinate operational procedures, including reporting and cash management within client accounts Assist with the completion of investment trades within client accounts Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client a

Job Description Job Description Critical Peake Electrical Services is a leading provider of electrical solutions, dedicated to delivering exceptional service and innovative solutions to our clients. We pride ourselves on our commitment to excellence, safety, and continuous improvement. We are seeking a motivated and team-oriented Customer Service Representative to join our growing team. The ideal candidate will be a proactive individual who is eager to learn and grow within the company. This role involves interacting with customers, resolving inquiries, and ensuring a high level of customer satisfaction. Skills, Experience & Qualifications Respond to customer inquiries via phone, email, and in-person. Provide accurate information about services and products. Resolve customer complaints and issues in a timely and professional manner. Collaborate with team members to improve customer service processes. Maintain customer records and update customer information. Being a customer service ad

Overview: The Client Service Associate I provides direct support to the Wealth/Financial Advisor(s). The CSA’s job is to help enhance the client experience by servicing the client’s needs and providing administrative support to the Advisor in their daily business practices. Knowledge of firm policies, procedures and technology allows the CSA I to interface with clients and prospects, anticipate their needs, resolve their problems, and follow through to provide exceptional service. The CSA I should support the firm’s initiatives and maintain risk awareness and regulatory knowledge. Responsibilities: • Prepare new account applications and all other pertinent documents • Prepare reports and other materials for client or prospect meetings • Answer client phone calls and provide necessary assistance • Deliver outstanding client service • Greet clients in the office • Accept (with appropriate licensing and registration) and execute trade requests • Research and resolve notifications • Partic