Customer Service Executive Salary at Yippy Inc BETA

Our client is seeking a full-time Client Service Associate. This role focuses on back-office administrative tasks with some direct client interaction via email and calls. Responsibilities: Manage client service requests, including account maintenance, ACH transfers, and ACAT processing. Support ~200 clients by assisting with paperwork, document submissions, and routine inquiries. Collaborate with client service teams to prepare for client meetings and handle service requests with custodians (e.g., Schwab, Fidelity). Assist with opening/reregistering accounts, stock option exercises, processing RMDs, and managing asset transfers. Contribute to quarter-end client reporting, producing and reviewing client reports. Qualifications: 3+ years of experience in wealth management, brokerage, or investment advisory. Bachelor’s degree strongly preferred. Familiarity with custodians such as Schwab, Fidelity, and Pershing. Experience with Orion Advisor Technology is a plus. Strong organizational ski

Our client is seeking a full-time Client Service Associate. This role focuses on back-office administrative tasks with some direct client interaction via email and calls. Responsibilities: Manage client service requests, including account maintenance, ACH transfers, and ACAT processing. Support ~200 clients by assisting with paperwork, document submissions, and routine inquiries. Collaborate with client service teams to prepare for client meetings and handle service requests with custodians (e.g., Schwab, Fidelity). Assist with opening/reregistering accounts, stock option exercises, processing RMDs, and managing asset transfers. Contribute to quarter-end client reporting, producing and reviewing client reports. Qualifications: 3+ years of experience in wealth management, brokerage, or investment advisory. Bachelor’s degree strongly preferred. Familiarity with custodians such as Schwab, Fidelity, and Pershing. Experience with Orion Advisor Technology is a plus. Strong organizational ski

Our client is seeking a full-time Client Service Associate. This role focuses on back-office administrative tasks with some direct client interaction via email and calls. Responsibilities: Manage client service requests, including account maintenance, ACH transfers, and ACAT processing. Support ~200 clients by assisting with paperwork, document submissions, and routine inquiries. Collaborate with client service teams to prepare for client meetings and handle service requests with custodians (e.g., Schwab, Fidelity). Assist with opening/reregistering accounts, stock option exercises, processing RMDs, and managing asset transfers. Contribute to quarter-end client reporting, producing and reviewing client reports. Qualifications: 3+ years of experience in wealth management, brokerage, or investment advisory. Bachelor’s degree strongly preferred. Familiarity with custodians such as Schwab, Fidelity, and Pershing. Experience with Orion Advisor Technology is a plus. Strong organizational ski

Our client is seeking a full-time Client Service Associate. This role focuses on back-office administrative tasks with some direct client interaction via email and calls. Responsibilities: Manage client service requests, including account maintenance, ACH transfers, and ACAT processing. Support ~200 clients by assisting with paperwork, document submissions, and routine inquiries. Collaborate with client service teams to prepare for client meetings and handle service requests with custodians (e.g., Schwab, Fidelity). Assist with opening/reregistering accounts, stock option exercises, processing RMDs, and managing asset transfers. Contribute to quarter-end client reporting, producing and reviewing client reports. Qualifications: 3+ years of experience in wealth management, brokerage, or investment advisory. Bachelor’s degree strongly preferred. Familiarity with custodians such as Schwab, Fidelity, and Pershing. Experience with Orion Advisor Technology is a plus. Strong organizational ski

General Description Do you like helping others excel? Do you like interacting with customers and finding ways to make them happy? Do you like partnering with peers to get big results? Well, being a Fine Jewelry Supervisor at JCPenney might be a perfect fit! Your role as the Fine Jewelry Supervisor is to supervise and engage a team of Fine Jewelry associates to deliver an amazing shopping experience that will delight our customer, creating loyalty that will have them coming back to the store for years to come! You will be expected to provide great Customer service and sales; sales floor leadership and staff supervision; scheduling to meet coverage, along with an ability to provide dynamic leadership, and consistent execution of the elements that drive sales. Primary Responsibilities: Customer Service- Models and holds team accountable for outstanding customer service. Actively listens to customer issues to resolve problems. Maximizes sales and service by ensuring staff is scheduled appr

Our client is an established and rapidly growing Investment Advisory Firm seeking someone interested in developing their skills and advancing their career. With over $1 Billion in assets under management (AUM), we've grown by $400 million in the last three years purely through client referrals. Our firm offers a unique learning environment, focusing on education and training in FactSet technology, Bloomberg research, Morningstar Direct technologies, and continuous compliance training. As a key contributor, you'll receive significant support from our experienced team and specialized training in client relations, portfolio operations, and analysis. Requirements – client service associate: 7+ years of experience within the private wealth space Strong communication and detail orientation skills, as well as excellent analytical and problem solving skills Ability to work in a small environment where everyone wears multiple hats Cannot be a job hopper

General Description Primary Responsibilities: Supports Shrinkage and Safety Awareness programs: Aids Store Management to communicate current shrinkage and safety topics. Conducting surveillance: Observes customer's and contractor's (CCTV/floor) activities to detect theft, fraud or suspicious activity, collects investigative intelligence related to ORC activity and fraud, takes direction from AP management to monitor team member activity as needed, reports infractions of company policy to AP and/or store management. Detaining and Interviewing suspects: Conducts interviews in accordance with local laws and Company policy on customers and contractors suspected of theft, reports suspected fraud to AP management or Market Investigations as needed. Maintaining records: Creates and manages records using approved Company methods, proper retention of evidence and disposition of recovered merchandise. Participating in Court Hearings: Attends hearings, updates appropriated files and maintains rel

General Description Primary Responsibilities: Supports Shrinkage and Safety Awareness programs: Aids Store Management to communicate current shrinkage and safety topics. Conducting surveillance: Observes customer's and contractor's (CCTV/floor) activities to detect theft, fraud or suspicious activity, collects investigative intelligence related to ORC activity and fraud, takes direction from AP management to monitor team member activity as needed, reports infractions of company policy to AP and/or store management. Detaining and Interviewing suspects: Conducts interviews in accordance with local laws and Company policy on customers and contractors suspected of theft, reports suspected fraud to AP management or Market Investigations as needed. Maintaining records: Creates and manages records using approved Company methods, proper retention of evidence and disposition of recovered merchandise. Participating in Court Hearings: Attends hearings, updates appropriated files and maintains rel