Client Service Salary at Toluna Inc BETA

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

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. How you'll make an impact The Client Service Executive is responsible for managing and expanding existing client relationships, delivering high quality and efficient service to both internal and external clients through daily, direct account management, and supporting the direct account management actions of Client Service Managers and Associates of an assigned group of client accounts within

Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. Summary: Responsible for enhancing the Relationship Manager's effectiveness by performing a wide variety of complex, diverse, sensitive and confidential administrative functions while providing overall gatekeeping and information management support. Acts as business partner in all areas of Relationship Manager's practice. Supports the Relationship Manager's by coordinating activities and initiatives that facilitate the new policy and client service processes. Must provide superior client service by identifying the client's wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties i

POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client acco

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

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

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or docume

Job Description Job Description We are looking to fill an immediate need for a Client Services Associate to join our team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required, we provide you with ongoing training to keep you up to date with the latest trends & give you the best opportunity to grow your career! As a Client Services Associate, your role will be vital in creating and sustaining positive relationships with our clients while delivering extraordinary customer service. This role offers a hands-on approach that specializes in customized consumer interactions to drive our client base and overall satisfaction! Responsibilities of the Client Services Associate: Deliver exceptional customer service by assessing customer needs with a professional and positive attitude Build and maintain client accounts by fostering lasting relationships through direct engagements Reviewing customer interactions with