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Client Services Associate at SageSpring Wealth Partners
Omaha, NE 68118, USA - Full Time
Skills Needed
Collaboration, Communication Skills, Training, Interpersonal Skills, Time Management
Specialization
Lieu of degree
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Client Services Associate at Restoration Hardware
Banbury, England, United Kingdom - Full Time
Skills Needed
Climbing, Management Skills, Communication Skills, Microsoft Office
Qualification
Graduate
Member Services Associate at Richmond Association of REALTORS
Henrico, VA 23229, USA - Full Time
Skills Needed
Time Management, Interpersonal Skills, Customer Service, Mobile Technology, It, Operating Systems
Qualification
Graduate
Experience Required
Minimum 2 year(s)
People Services Associate at Just eat Takeawaycom
Amsterdam, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Client Services Associate at NAD Clinic Ltd
London W1G 8GN, , United Kingdom - Full Time
Skills Needed
Addition, Windows, Administrative Skills, Service Standards, Excel, English, Consultation, Outlook
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Dining Services Associate at Covenant Living
Tulsa, Oklahoma, United States - Full Time
Skills Needed
Food Preparation, Meal Service, Sanitation Guidelines, Cleaning Duties, Communication, Dependability, Detail Oriented, Organization, Time Management, Food Safety, Compassion, Patience, Adaptability, Teamwork, Customer Service, Problem Solving
Specialization
A high school diploma is required along with a current Food Handler’s Permit. One year of food service experience is preferred, along with effective communication skills and the ability to work independently.
Client Services Associate at Explore RH Careers
West Palm Beach, Florida, United States - Full Time
Skills Needed
Customer Service, Organizational Skills, Time Management, Verbal Communication, Written Communication, Detail Focused, Relationship Building, Mac Operating System, Ios Devices, Microsoft Office, Google Applications
Specialization
Candidates should have customer service experience in a design firm or luxury retail setting, with strong organizational and communication skills. A commitment to quality and detail, along with proficiency in relevant software, is also required.
Client Services Associate at SPS-North America
San Francisco, California, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Organizational Skills, Time Management, Problem Solving, Pc Skills, Ms Office Suite, Multi Tasking, Mfd Equipment Knowledge, Shipping Procedures, Receiving Procedures, Manual Dexterity, Professional Appearance, Team Collaboration, Training Skills, Attention To Detail
Specialization
A high school diploma is required, along with 1+ years of prior work experience preferred. Candidates should possess excellent organizational skills and the ability to work independently.
Client Services Associate at SPS-North America
Waltham, Massachusetts, United States - Full Time
Skills Needed
Communication, Customer Service, Microsoft Office Suite, Organizational Skills, Multitasking, Office Equipment, Shipping Procedures, Receiving Procedures, Packaging Procedures, Independence, Professionalism, Time Management, Problem Solving, Written Communication, Verbal Communication
Specialization
A high school diploma is required, with an associate degree preferred. Candidates should have at least 1 year of relevant experience and strong organizational and communication skills.
Client Services Associate at Foguth Financial Group
Clarkston, MI 48348, USA - Full Time
Skills Needed
Relationship Building, Time Management, Financial Services, Analytical Skills
Qualification
Graduate
Career Services Associate at Stanbridge University
Alhambra, California, United States - Full Time
Skills Needed
Career Guidance, Resume Writing, Interview Techniques, Job Search Strategies, Employer Partnerships, Career Development, Networking Opportunities, Communication Skills, Organizational Skills, Time Management, Microsoft Office Suite, Healthcare Knowledge, Job Placement Metrics, Database Systems, Coaching, Event Coordination
Specialization
A bachelor's degree in a relevant field is required, along with exceptional communication and interpersonal skills. Experience in career services or student services, particularly in healthcare, is preferred.
Client Services Associate at SPS-North America
Chicago, Illinois, United States - Full Time
Skills Needed
Communication, Customer Service, Microsoft Office Suite, Organizational Skills, Multitasking, Office Equipment, Shipping Procedures, Receiving Procedures, Packaging Procedures, Independence, Professionalism, Time Management, Problem Solving, Written Communication, Verbal Communication
Specialization
A high school diploma or equivalent is required, with an associate degree preferred. Candidates should have at least 1 year of relevant work experience and strong organizational and communication skills.
Office Services Associate at RR Donnelley
Palo Alto, California, United States - Full Time
Skills Needed
Reprographics, Mail Services, Customer Service, Communication, Problem Solving, Attention To Detail, Organizational Skills, Teamwork, Time Management, Confidentiality, Quality Assurance, Equipment Troubleshooting, Workflow Prioritization, Independent Decision Making, Digital Reprographics, Professional Etiquette
Specialization
Candidates must have a high school diploma and a minimum of 3 years of office services experience, preferably in a legal or corporate environment. Strong customer service skills and the ability to handle confidential information are essential.
Experience Required
Minimum 2 year(s)
Client Services Associate at SPS-North America
Seattle, Washington, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Organizational Skills, Pc Skills, Mail Processing, Shipping And Receiving, Record Keeping, Problem Solving, Team Player, Attention To Detail, Time Management, Professionalism, Adaptability, Training, Multi Tasking, Manual Dexterity
Specialization
A high school diploma is required, along with 2+ years of prior work experience preferred. Candidates should possess strong communication skills, organizational abilities, and the capacity to work independently.
Experience Required
Minimum 2 year(s)
Client Services Associate at SPS-North America
New York, New York, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Organizational Skills, Pc Skills, Problem Solving, Mail Processing, Shipping Procedures, Record Keeping, Team Player, Attention To Detail, Time Management, Professionalism, Training, Adaptability, Manual Dexterity, Multi Tasking
Specialization
A high school diploma is required, along with 2+ years of prior work experience preferred. Candidates should possess strong communication skills, organizational abilities, and the capacity to work independently.
Experience Required
Minimum 2 year(s)
Career Services Associate at Stanbridge University
Riverside, California, United States - Full Time
Skills Needed
Career Guidance, Resume Writing, Interview Techniques, Job Search Strategies, Employer Partnerships, Career Development, Networking Opportunities, Communication Skills, Organizational Skills, Time Management, Microsoft Office Suite, Healthcare Knowledge, Job Placement Metrics, Database Systems, Coaching, Event Planning
Specialization
A bachelor's degree in a relevant field is required, along with exceptional communication and interpersonal skills. Experience in career services or student services, particularly in healthcare, is preferred.
Member Services Associate at Stevens Point Area YMCA
Stevens Point, Wisconsin, United States - Full Time
Skills Needed
Customer Service, Microsoft Office, Proactive, Communication, Leadership, Training, Multitasking, Listening, Caring, Respect, Responsibility, Honesty
Specialization
Candidates should have a history of positive customer service experience and be skilled in Microsoft Office. They must be proactive, possess strong communication skills, and consistently display core values.
Office Services Associate at RR Donnelley
Palo Alto, California, United States - Full Time
Skills Needed
Reprographics, Mail Services, Customer Service, Communication, Problem Solving, Attention To Detail, Organizational Skills, Teamwork, Time Management, Confidentiality, Equipment Troubleshooting, Quality Assurance, Independent Decision Making, Digital Reprographics, Hospitality Services, Facilities Management
Specialization
Candidates must have a high school diploma and a minimum of 3 years of office services experience, preferably in a legal or corporate environment. Strong customer service skills and the ability to handle confidential information are essential.
Experience Required
Minimum 2 year(s)
Member Services Associate at Power Wellness
Pewaukee, Wisconsin, United States - Full Time
Skills Needed
Customer Service, Sales, Communication Skills, Multi Tasking, Computer Skills, Interpersonal Skills, Time Management, Problem Solving
Specialization
A high school diploma or GED is preferred, along with at least 6 months of related experience. CPR/AED certification is required within 90 days of hire.
Client Services Associate at CMC Markets
Sydney, New South Wales, Australia - Full Time
Skills Needed
Customer Service Orientation, Client Centric Environment, Communication Skills, Resilience, Adaptability
Specialization
You should possess a strong customer service orientation and thrive in a client-centric environment. Previous customer service experience is a plus, but a positive attitude and willingness to learn are essential.
Client Services Associate at SageSpring Wealth Partners
Omaha, NE 68118, USA -
Full Time

Start Date

Immediate

Expiry Date

30 Nov, 25

Salary

0.0

Posted On

01 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Collaboration, Communication Skills, Training, Interpersonal Skills, Time Management

Industry

Human Resources/HR

Description

JOB SUMMARY:

The Client Services position assists the Financial Advisor with various administrative tasks and provides clients with quality service. This position interacts daily on the phone and in person with prospective and existing clients, including handling basic inquiries. The role schedules and coordinates meetings and appointments for advisors while maintaining databases and creating reports using the Client Relationship Management platform. This position will have routine contact with internal and external customers required to obtain, clarify or provide facts and information while sustaining a professional image. This role provides excellent customer service to team members and customers while demonstrating the company values and supporting the mission.

REQUIRED QUALIFICATIONS:

  • Associates degree or 2 years of administrative experience in lieu of degree
  • Proficient in Microsoft Office Suite and video conferencing systems
  • Ability to work on multiple projects simultaneously while accomplishing daily tasks
  • Effective oral and written communication skills and excellent interpersonal skills
  • Attention to detail, critical thinker and problem-solving skills
  • High standards for integrity, honesty, professionalism, and work ethic
  • Commitment to service excellence
  • Ability to work independently while demonstrating excellent organization and follow through
  • Demonstrates flexible and efficient time management and ability to prioritize workload
  • Ability and willingness to move with purpose and a strong sense of urgency
  • Self-motivated, positive, and enthusiastic
  • Self- starter with a strong desire to exceed expectations and capable of supporting a team
  • Maintains confidentiality discretion
  • Ability to effectively work in collaboration with others to achieve business objectives.
  • Willing to grow and be challenged
  • Attend training as requested

How To Apply:

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Responsibilities
  • Interact daily on the phone and in person with prospective and existing clients including handling basic inquiries
  • Schedule and coordinate meetings and appointments for advisors
  • Create and maintain records and files
  • Maintain databases and create reports using the Client Relationship Management platform
  • Transcribe and prepare correspondence
  • Request compliance approval for bulk client communications
  • Receive cross-training and assist with other operational functions as required
  • Handle or delegate executive Advisor emails
  • Coordinate travel arrangements for executive advisor
  • Schedule and confirm client meetings with Advisors, clients, and other outside partners
  • Schedule executive level leadership meetings
  • Generate reports for Advisor and Team
  • Regular and timely attendance is required
  • Generate birthday card reports and prepare cards for signing and mailing
  • Perform other duties as assigned
Client Services Associate at SageSpring Wealth Partners
Omaha, NE 68118, USA - Full Time
Skills Needed
Collaboration, Communication Skills, Training, Interpersonal Skills, Time Management
Specialization
Lieu of degree
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Client Services Associate at Restoration Hardware
Banbury, England, United Kingdom - Full Time
Skills Needed
Climbing, Management Skills, Communication Skills, Microsoft Office
Qualification
Graduate
Member Services Associate at Richmond Association of REALTORS
Henrico, VA 23229, USA - Full Time
Skills Needed
Time Management, Interpersonal Skills, Customer Service, Mobile Technology, It, Operating Systems
Qualification
Graduate
Experience Required
Minimum 2 year(s)
People Services Associate at Just eat Takeawaycom
Amsterdam, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Client Services Associate at NAD Clinic Ltd
London W1G 8GN, , United Kingdom - Full Time
Skills Needed
Addition, Windows, Administrative Skills, Service Standards, Excel, English, Consultation, Outlook
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Dining Services Associate at Covenant Living
Tulsa, Oklahoma, United States - Full Time
Skills Needed
Food Preparation, Meal Service, Sanitation Guidelines, Cleaning Duties, Communication, Dependability, Detail Oriented, Organization, Time Management, Food Safety, Compassion, Patience, Adaptability, Teamwork, Customer Service, Problem Solving
Specialization
A high school diploma is required along with a current Food Handler’s Permit. One year of food service experience is preferred, along with effective communication skills and the ability to work independently.
Client Services Associate at Explore RH Careers
West Palm Beach, Florida, United States - Full Time
Skills Needed
Customer Service, Organizational Skills, Time Management, Verbal Communication, Written Communication, Detail Focused, Relationship Building, Mac Operating System, Ios Devices, Microsoft Office, Google Applications
Specialization
Candidates should have customer service experience in a design firm or luxury retail setting, with strong organizational and communication skills. A commitment to quality and detail, along with proficiency in relevant software, is also required.
Client Services Associate at SPS-North America
San Francisco, California, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Organizational Skills, Time Management, Problem Solving, Pc Skills, Ms Office Suite, Multi Tasking, Mfd Equipment Knowledge, Shipping Procedures, Receiving Procedures, Manual Dexterity, Professional Appearance, Team Collaboration, Training Skills, Attention To Detail
Specialization
A high school diploma is required, along with 1+ years of prior work experience preferred. Candidates should possess excellent organizational skills and the ability to work independently.
Client Services Associate at SPS-North America
Waltham, Massachusetts, United States - Full Time
Skills Needed
Communication, Customer Service, Microsoft Office Suite, Organizational Skills, Multitasking, Office Equipment, Shipping Procedures, Receiving Procedures, Packaging Procedures, Independence, Professionalism, Time Management, Problem Solving, Written Communication, Verbal Communication
Specialization
A high school diploma is required, with an associate degree preferred. Candidates should have at least 1 year of relevant experience and strong organizational and communication skills.
Client Services Associate at Foguth Financial Group
Clarkston, MI 48348, USA - Full Time
Skills Needed
Relationship Building, Time Management, Financial Services, Analytical Skills
Qualification
Graduate
Career Services Associate at Stanbridge University
Alhambra, California, United States - Full Time
Skills Needed
Career Guidance, Resume Writing, Interview Techniques, Job Search Strategies, Employer Partnerships, Career Development, Networking Opportunities, Communication Skills, Organizational Skills, Time Management, Microsoft Office Suite, Healthcare Knowledge, Job Placement Metrics, Database Systems, Coaching, Event Coordination
Specialization
A bachelor's degree in a relevant field is required, along with exceptional communication and interpersonal skills. Experience in career services or student services, particularly in healthcare, is preferred.
Client Services Associate at SPS-North America
Chicago, Illinois, United States - Full Time
Skills Needed
Communication, Customer Service, Microsoft Office Suite, Organizational Skills, Multitasking, Office Equipment, Shipping Procedures, Receiving Procedures, Packaging Procedures, Independence, Professionalism, Time Management, Problem Solving, Written Communication, Verbal Communication
Specialization
A high school diploma or equivalent is required, with an associate degree preferred. Candidates should have at least 1 year of relevant work experience and strong organizational and communication skills.
Office Services Associate at RR Donnelley
Palo Alto, California, United States - Full Time
Skills Needed
Reprographics, Mail Services, Customer Service, Communication, Problem Solving, Attention To Detail, Organizational Skills, Teamwork, Time Management, Confidentiality, Quality Assurance, Equipment Troubleshooting, Workflow Prioritization, Independent Decision Making, Digital Reprographics, Professional Etiquette
Specialization
Candidates must have a high school diploma and a minimum of 3 years of office services experience, preferably in a legal or corporate environment. Strong customer service skills and the ability to handle confidential information are essential.
Experience Required
Minimum 2 year(s)
Client Services Associate at SPS-North America
Seattle, Washington, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Organizational Skills, Pc Skills, Mail Processing, Shipping And Receiving, Record Keeping, Problem Solving, Team Player, Attention To Detail, Time Management, Professionalism, Adaptability, Training, Multi Tasking, Manual Dexterity
Specialization
A high school diploma is required, along with 2+ years of prior work experience preferred. Candidates should possess strong communication skills, organizational abilities, and the capacity to work independently.
Experience Required
Minimum 2 year(s)
Client Services Associate at SPS-North America
New York, New York, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Organizational Skills, Pc Skills, Problem Solving, Mail Processing, Shipping Procedures, Record Keeping, Team Player, Attention To Detail, Time Management, Professionalism, Training, Adaptability, Manual Dexterity, Multi Tasking
Specialization
A high school diploma is required, along with 2+ years of prior work experience preferred. Candidates should possess strong communication skills, organizational abilities, and the capacity to work independently.
Experience Required
Minimum 2 year(s)
Career Services Associate at Stanbridge University
Riverside, California, United States - Full Time
Skills Needed
Career Guidance, Resume Writing, Interview Techniques, Job Search Strategies, Employer Partnerships, Career Development, Networking Opportunities, Communication Skills, Organizational Skills, Time Management, Microsoft Office Suite, Healthcare Knowledge, Job Placement Metrics, Database Systems, Coaching, Event Planning
Specialization
A bachelor's degree in a relevant field is required, along with exceptional communication and interpersonal skills. Experience in career services or student services, particularly in healthcare, is preferred.
Member Services Associate at Stevens Point Area YMCA
Stevens Point, Wisconsin, United States - Full Time
Skills Needed
Customer Service, Microsoft Office, Proactive, Communication, Leadership, Training, Multitasking, Listening, Caring, Respect, Responsibility, Honesty
Specialization
Candidates should have a history of positive customer service experience and be skilled in Microsoft Office. They must be proactive, possess strong communication skills, and consistently display core values.
Office Services Associate at RR Donnelley
Palo Alto, California, United States - Full Time
Skills Needed
Reprographics, Mail Services, Customer Service, Communication, Problem Solving, Attention To Detail, Organizational Skills, Teamwork, Time Management, Confidentiality, Equipment Troubleshooting, Quality Assurance, Independent Decision Making, Digital Reprographics, Hospitality Services, Facilities Management
Specialization
Candidates must have a high school diploma and a minimum of 3 years of office services experience, preferably in a legal or corporate environment. Strong customer service skills and the ability to handle confidential information are essential.
Experience Required
Minimum 2 year(s)
Member Services Associate at Power Wellness
Pewaukee, Wisconsin, United States - Full Time
Skills Needed
Customer Service, Sales, Communication Skills, Multi Tasking, Computer Skills, Interpersonal Skills, Time Management, Problem Solving
Specialization
A high school diploma or GED is preferred, along with at least 6 months of related experience. CPR/AED certification is required within 90 days of hire.
Client Services Associate at CMC Markets
Sydney, New South Wales, Australia - Full Time
Skills Needed
Customer Service Orientation, Client Centric Environment, Communication Skills, Resilience, Adaptability
Specialization
You should possess a strong customer service orientation and thrive in a client-centric environment. Previous customer service experience is a plus, but a positive attitude and willingness to learn are essential.