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Regional Client Service Associate Jobs

Associate Regional Manager Jobs
By Tesla At , Oklahoma City
Perform additional responsibilities as assigned by management to meet business needs
Hold teams accountable by driving performance management with local leadership through observation and consistent 1 on 1 meetings
Trustworthy – Passionate dedication and ethical approach to management and operations
Directly manage a team of people-leaders across field retail, service-plus, and delivery locations
Use Analytics to make actionable business recommendations to local managers
Demonstrate fluency and reinforce requirements in the local market’s Sales and DMV requirements and processes
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.
Client Management - Regional Lead
By StoneX Group Inc. At New York, NY, United States
Previous client management experience is mandatory
Excellent planning, organisational and time management skills.
Work with the Global Head of Client Services to build a proactive client management set up .
More than 8 years’ experience in Financ e
Market knowledge about payment system an advantage
Excellent written and verbal communication skills.
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
Regional Client Service Manager
By Canteen At , Dublin, 94568, Ca
Liaise with management and field personnel
Associates at Canteen are offered many fantastic benefits.
Both full-time and part-time positions offer the following benefits to associates:
In addition, full-time positions also offer the following benefits to associates:
We are hiring immediately for a Regional Client Service Manager position.
Excellent interpersonal communication and negotiation skills coupled with a strong customer service orientation required
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
Client Account Regional Service Manager
By The Cigna Group At , Atlanta, 30305, Ga

The job profile for this position is Sales Client Account Support Manager – M04183 (Client Account Regional Service Manager), which is a Band 4 Management Career Track Role reporting to the Senior ...

Regional Client Service Liaison
By Optum At United States
Ability to manage complex client situations with minimal supervision/management
Solutions to their greatest potential, understand all of the benefits, are maximizing the ROI
Undergraduate Degree or equivalent experience. Advanced degree (i.e.: MBA, MHA)
Excellent influence, collaboration and listening skills
Highly self- motivated and self-directed individual with strong negotiation skills
Ability to work with peers group to manage through conflict resolution
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
Regional Service Manager Jobs
By CMS Nextech At , Schiller Park, 60176, Il $250,000 a year
Evaluate and perform annual reviews with Operations Manager approval
Communicate needs to field teams (Dispatchers, ASM’s, Operations Manager, and VP’s)
Manage customer relationships for assigned area
Ensure area meets or exceeds customer and company SLA requirements
Manage dispatchers and ensure company systems and procedures are followed
Manage labor and material costs
Client Manager (Regional Payors)
By MultiPlan Inc. At , Remote $100,000 - $105,000 a year
Project Management experience is preferred.
Decision making, account management, presentation, interpersonal, time management, analytical, organizational, communication (verbal, written and listening), presentation, and negotiating skills
JOB REQUIREMENTS (Education, Experience, and Training):
RFP response and marketing initiatives experience required.
Knowledge and understanding of customer business, product, and market strategies
Ability to be comfortable with and to manage in-person client interface
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)

Are you looking for an exciting opportunity to join a dynamic team and make a real difference? We are looking for a Regional Client Service Associate to join our team and provide exceptional customer service to our clients. You will be responsible for managing client relationships, resolving customer inquiries, and providing support to our regional sales team. If you have a passion for customer service and a desire to help our clients succeed, this is the job for you!

What is Regional Client Service Associate Skills Required?

• Excellent customer service skills
• Strong communication and interpersonal skills
• Ability to multi-task and prioritize
• Proficiency in Microsoft Office Suite
• Ability to work independently and as part of a team
• Knowledge of relevant software and applications

What is Regional Client Service Associate Qualifications?

• Bachelor’s degree in business, finance, or related field
• At least two years of experience in customer service or related field
• Knowledge of financial services and products

What is Regional Client Service Associate Knowledge?

• Knowledge of customer service principles and practices
• Knowledge of financial services and products
• Knowledge of relevant software and applications

What is Regional Client Service Associate Experience?

• At least two years of experience in customer service or related field
• Experience in a financial services or banking environment

What is Regional Client Service Associate Responsibilities?

• Respond to customer inquiries in a timely and professional manner
• Provide accurate information about products and services
• Process customer transactions accurately and efficiently
• Maintain customer records and update customer information
• Resolve customer complaints and inquiries in a timely manner
• Monitor customer accounts and transactions
• Assist with other customer service related tasks as needed