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Client Service Associate Jobs

Client Service Officer - Associate
By Deutsche Bank At , Jacksonville, 32256
Analytical and problem-solving skills. Ability to take full ownership of client issues across the Cash Management organization
A deep understanding of global and local Brazil Cash Management and associated products
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
Customer service orientation and attitude with an ability to manage client expectations. A proven track record in customer service
Client Service Associate Jobs
By Raymond James At Leesburg, VA, United States
An equivalent combination of experience, education, and/or training as approved by Human Resources.
Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
Performs other duties and responsibilities as assigned.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
High School Diploma or equivalent and one (1) or more year’s securities industry or related work experience preferred.
Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries.
Branch Service Manager/Registered Client Associate
By Royal Bank of Canada At , Rapid City, 57701, Sd
Answering basic inquiries and resolving routine problems regarding products and services via calls, email or internet chat.
Conducting periodic and regular surveys of clients to determine satisfaction and opportunities to advise on other products and services.
Performing contract administration support and resolving contract related issues.
Developing new prospects, establishing clients, and finding opportunity to introduce RBC's products and services.
Full Time Client Service Associate
By Lake Ridge Bank At Madison, WI, United States
Keep informed about bank products and services offered
Promote and maintain positive relations with all internal and external contacts, clients and potential clients.
Properly balance and maintain a cash drawer daily
Maintain confidentiality of client information at all times
Complete all annual bank security and compliance training
Participates in community involvement/bank activities as appropriate
Client Service Associate - Commercial Banking
By Phaxis At New York City Metropolitan Area, United States
Utilize business analytics and data management skills to create highly detailed, accurate financial and pipeline reports within designated timeframes.
Proficiency in business analytics and data management, with experience in generating detailed and accurate financial reports.
Handle loan advance/paydown requests, manage deposits, and address complicated challenges and tasks presented by the bank's demanding requirements.
Manage client relationships for bankers, ensuring their needs are met and exceeded.
Previous experience in a client service and support role, preferably within commercial banking.
Strong communication skills, both written and verbal, with the ability to interact professionally with high net-worth clients and businesses.
Client Service Senior Associate
By JPMorgan Chase & Co. At Plano, TX, United States
Required Qualifications, Capabilities And Skills
Preferred Qualifications, Capabilities And Skills
Influences partners to recommend products and services based on knowledge of client and daily operating behaviors
Able to identify opportunities for use of digital tools to offer self-serve opportunities and solutions with a high degree of success
Solicits feedback on digital offerings in an effort to continuously adapt to the ever-changing landscape
Is proficient in digital offerings and is considered the first point of contact and trusted advisor
Aladdin Business, Client Service - Product Expert, Associate
By BlackRock At New York, NY, United States
Previous knowledge and experience with specialized portfolio construction/reporting tools
Build deep product and workflow expertise, handle the most complex client asks and elevate the knowledge of the support organization
Own complex Aladdin user inquiry demonstrating technical knowledge to determine root cause and steps to resolve
Formulate and implement strategic objectives to improve Aladdin user experience through process and technology enhancements
Deployment of new products and functionalities with Product Managers, Developers and Product marketing
In-depth technical understanding and knowledge of investment processes and workflows
Part-Time Client Service Associate
By Morgan Stanley At Opelika, AL, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Industry experience is a plus
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
Client Service Associate Jobs
By Morgan Stanley At , New York, 10036, Ny
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Industry experience is a plus
Portuguese speaking skills a plus
Exceptional writing, interpersonal and client service skills
Cib - Client Service - Associate I
By JPMorgan Chase Bank, N.A. At , Brooklyn, Ny $76,000 - $106,000 a year
Operate effectively in a dynamic environment with tight deadlines and can exhibit time management skills
Required qualifications, Capabilities, and Skills
Preferred qualifications, Capabilities, and Skills
Collaborate with Client Service Teams and manage client expectations and concerns, with focus on delivering unparalleled client experience
Knowledge of financial markets, trade lifecycle, and settlement practices
Strong analytical & problem solving skills with proactive mindset to drive change
Registered Client Service Associate *
By Morgan Stanley At Boulder, CO, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Two or more years of industry experience preferred
Strong industry, product, and branch procedures knowledge
Client Service Associate* Jobs
By Morgan Stanley At Medford, OR, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Industry experience is a plus
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
Client Service Associate Jobs
By JPMorgan Chase Bank, N.A. At , New York, Ny $76,000 - $106,000 a year
Required qualifications, capabilities and skills
Preferred qualifications, capabilities and skills
Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
Share your knowledge and become a mentor to help your team succeed.
Strong experience of Over the counter (OTC) Credit & Rates derivatives products
Excellent verbal and written communication skills.
Client Service Associate Jobs
By Guidepoint At , Phoenix, Az $55,000 a year
Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients
Excellent time management and organizational skills
Work with Project Managers to develop strategies for satisfying each client project request
Excellent written and verbal communication skills
Commuter benefits and a corporate gym rate
Hard-working professionals who strive for excellence
Client Service Associate Jobs
By Morgan Stanley At Springfield, MO, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Two or more years of industry experience preferred
Strong industry, product, and branch procedures knowledge
Registered Client Service Associate
By Texas Wealth Management, LLC At , Houston, 77058, Tx From $70,000 a year
At Texas Wealth Management, LLC we offer a professional (and fun) working environment:
Customer relationship management: 2 years (Preferred)
Possesses excellent communication and organizational skills
Solid problem solving and analytic abilities
Two plus years of experience in a similar position preferred
Competitive starting salary (70k+ possible depending on qualifications)
2023 Summer Associate, Client Service
By Boston Common Asset Management At Boston, MA, United States
The Client Service Summer Associate will support Boston Common’s client service and relationship management team. They will:
Superior organizational skills and attention to detail
Strong oral and written communication skills with a straightforward approach
Enthusiasm for and knowledge of financial markets, sustainable investing, and ESG issue areas are a plus
Run data reports and respond to audit confirmation letters.
Work in Salesforce to complete account maintenance projects.

Are you looking for a job that combines your customer service skills with a passion for helping others? We are looking for a Client Service Associate to join our team and provide exceptional customer service to our clients. You will be responsible for responding to inquiries, resolving customer issues, and providing guidance and support to our clients. If you are a people-person with excellent communication skills, this is the perfect job for you!

What is Client Service Associate Skill Requirements?

• Excellent customer service and communication skills
• Ability to work in a fast-paced environment
• Ability to multi-task and prioritize tasks
• Proficiency in Microsoft Office
• Knowledge of customer service principles and practices
• Knowledge of relevant computer applications
• Ability to work independently and as part of a team

What is Client Service Associate Qualifications?

• Bachelor’s degree in business, finance, or related field
• Previous experience in customer service or a related field
• Knowledge of customer service principles and practices
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to multi-task and prioritize tasks

What is Client Service Associate Knowledge?

• Knowledge of customer service principles and practices
• Knowledge of relevant computer applications
• Knowledge of financial services products and services
• Knowledge of banking regulations and procedures

What is Client Service Associate Experience?

• Previous experience in customer service or a related field
• Previous experience in the financial services industry

What is Client Service Associate Responsibilities?

• Provide excellent customer service to clients
• Respond to customer inquiries and complaints in a timely manner
• Process customer transactions accurately and efficiently
• Maintain customer records and accounts
• Assist customers with account inquiries and transactions
• Monitor customer accounts