Customer Satisfaction Representative Salary at Total Records Information Management BETA

About Us: Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. We are seeking a dynamic Client Service Associate to join Advisor, Lyle Weintraub’s team and support our growing initiatives. About Lyle Weintraub’s team: Over the last 30 years, Lyle has built a nationally recognized, award-winning financial advisory practice and a top caliber team. Named among New Jersey’s Best-In-State Wealth Managers by Forbes, we serve high net worth individuals and families. Job Brief: We are looking for an ambitious and adept candidate who is passionate about providing exceptional client service and thrives in a fast-paced environment. This role includes a mix of client-facing activities and administrative tasks that will expand your skill set and make a meaningful impact on our business. High-level responsibilities include pr

About the Company A leading institutional asset management firm located in Livingston, NJ, is seeking a highly motivated and detail-oriented professional to join their Client Service and Business Development team. About the Role In this role, you will be responsible for preparing a variety of client-facing documents and reports, supporting RFP processes, and assisting with the development of materials for client meetings. Responsibilities Create and maintain reports for clients, consultants, and prospective clients Assist in the preparation of RFP responses and questionnaires, including drafting content, gathering data, and compiling detailed support materials Contribute to the development and execution of email campaigns Manage and update consultant databases Utilize third-party portfolio analysis tools to gather insights and generate reports Help prepare presentations and meeting materials for clients and consultants Qualifications Bachelor’s degree in Finance, Economics, Business, M

Job Title: Client Services Associate Location (Hybrid): New York, NY Job Type: Full-time Compensation: $105,000 - $115,000 base salary + discretionary bonus About Our Client: Join a distinguished financial services firm celebrated for its expertise in wealth management for high-net-worth individuals and institutions. Our client offers a comprehensive range of financial services, including investment management, retirement planning, and estate planning. Their mission is to provide personalized, innovative strategies that empower clients to achieve their financial goals and secure their future. Key Responsibilities: Client Relationship Management: Serve as the primary point of contact for clients, addressing inquiries and providing exceptional service. Account Maintenance: Assist with account setup, updates, and maintenance, ensuring all client information is accurate and up-to-date. Financial Documentation: Prepare and manage financial documents, including statements, reports, and corre

Job Description: Client Service Associate (Full-Time) Position Overview: We are seeking a highly motivated and detail-oriented Client Service Associate (CSA) to join our team at Bleakley Financial Group. The CSA will play a crucial role in supporting several financial advisors by providing a wide range of administrative and client service tasks as part of an expanding centralized client service division. This position offers the opportunity to work in a dynamic environment and contribute to the firm's success by ensuring efficient operations and exceptional client service. Key Responsibilities: Client Interaction: Serve as the first point of contact for clients, answering phone calls, scheduling, and confirming meetings, and preparing for client meetings. CRM Maintenance: Responsible for the upkeep and accuracy of client information in the Customer Relationship Management (CRM) system. Account Management: Handle all aspects of new account paperwork, money movement, and additional paper

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 Corp., 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. NFP is an eight-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit:

Job Description Job Description About Capvision We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in expert interviews and surveys, business consulting and in-person/remote conferences. Start Date January, February, March 2025 Why Join Us? A career in our Research practice will provide you the opportunity to help institutional investors and management consultants discover new insights and make cutting edge business decisions by connecting them with industry subject matter experts for 1-1 discussions. As part of our team, you will develop a deep understanding of a client's underlying research interest and build a knowledge base of multiple industries. No two days are the same at Capvision. At one moment

Job Description Job Description About Capvision We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in expert interviews and surveys, business consulting and in-person/remote conferences. Start Date January, February, March 2025 Why Join Us? A career in our Research practice will provide you the opportunity to help institutional investors and management consultants discover new insights and make cutting edge business decisions by connecting them with industry subject matter experts for 1-1 discussions. As part of our team, you will develop a deep understanding of a client's underlying research interest and build a knowledge base of multiple industries. No two days are the same at Capvision. At one moment

Jacobs Levy Equity Management, an institutional asset manager located in Florham Park, NJ, is seeking an energetic, dynamic individual to work in our Client Service and Business Development Group. This professional will prepare client, consultant, and prospective client reports, analyses, questionnaires, and RFPs. Responsibilities include: Produce client, consultant, and prospective client reports Assist in preparing and managing RFPs and questionnaires by drafting responses, producing requested data and reports, and assembling detailed support information Assist in preparing and managing email campaigns Update and help manage consultant databases Use third-party portfolio analysis systems to gather data and create reports Assist in preparing materials for client, consultant, and prospective client meetings This position requires a skilled professional who has strong analytical skills, shows exceptional attention to detail, and is a good communicator. Requirements include: Bachelor’s d