Register
Recruit Create CV

Senior 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.
Senior Client Parnter Jobs
By Sales Talent Agency At New Jersey, United States
Over 5000 employees across US, EMEA and India
Today, their revenues are over $400M USD
They have been in the US market for the last 25 years
NA customers include Tesla, Barnes and Noble, Pfizer, Tier 1&2 Banks in the US, Biogen and US federal and BP oil.
Largest partners include: UiPath, IBM, Tibco, Oracle and many more
Senior Client Partner in the New York/Surround States Area!
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
Client Service Senior Analyst
By Citi At New York, NY, United States
Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
Deliver wealth management services to CITI Wealth at Work clients with guidance from the Banker teams.
Perform responsibilities through proficient use Citi applications. Participate in service related process improvements.
Strong verbal and written communication skills
Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience
Knowledge of investments, banking, and credit products
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
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
Senior Client Service Officer
By Community Bank Of The Bay At San Mateo, CA, United States
Minimum three years of experience with New Account opening, customer service, cash management, and portfolio management within a Financial Institution.
Establish strong relationships with internal partners including Relationship Managers, Cash Management and across various functions.
Work directly with Relationship managers to onboard new clients, and support existing clients account requests.
Share your knowledge and become a mentor to help your colleges succeed.
Knowledge of new account products policies and procedures.
Knowledge of banking laws and regulations.
Senior Client Service Officer
By Community Bank Of The Bay At Danville, CA, United States
Minimum three years of experience with New Account opening, customer service, cash management, and portfolio management within a Financial Institution.
Establish strong relationships with internal partners including Relationship Managers, Cash Management and across various functions.
Work directly with Relationship managers to onboard new clients, and support existing clients account requests.
Share your knowledge and become a mentor to help your colleges succeed.
Knowledge of new account products policies and procedures.
Knowledge of banking laws and regulations.
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
Senior Client Service Officer
By Community Bank Of The Bay At Oakland, CA, United States
Minimum three years of experience with New Account opening, customer service, cash management, and portfolio management within a Financial Institution.
Establish strong relationships with internal partners including Relationship Managers, Cash Management and across various functions.
Work directly with Relationship managers to onboard new clients, and support existing clients account requests.
Share your knowledge and become a mentor to help your colleges succeed.
Knowledge of new account products policies and procedures.
Knowledge of banking laws and regulations.
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)

Are you looking for an exciting opportunity to use your customer service skills in a senior role? We are looking for a Senior Client Service Associate to join our team! You will be responsible for providing exceptional customer service to our clients and ensuring their satisfaction. If you have a passion for customer service and a desire to help our clients succeed, this could be the perfect job for you!

Overview The Senior Client Service Associate is responsible for providing excellent customer service to clients and ensuring that their needs are met in a timely and efficient manner. This position requires a high level of professionalism and excellent communication skills. The Senior Client Service Associate must be able to work independently and as part of a team. Detailed Job Description The Senior Client Service Associate is responsible for providing excellent customer service to clients. This includes responding to inquiries, resolving customer complaints, and providing information about products and services. The Senior Client Service Associate must be able to handle multiple tasks simultaneously and prioritize tasks based on urgency. The Senior Client Service Associate must be able to work independently and as part of a team. Job Skills Required
• Excellent customer service skills
• Strong communication skills
• Ability to multi-task
• Ability to prioritize tasks
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
Job Qualifications
• Bachelor’s degree in Business Administration, Marketing, or a related field
• At least 5 years of customer service experience
• Knowledge of customer service principles and practices
• Knowledge of customer relationship management (CRM) software
Job Knowledge
• Knowledge of customer service principles and practices
• Knowledge of customer relationship management (CRM) software
• Knowledge of Microsoft Office Suite
Job Experience
• At least 5 years of customer service experience
• Experience in a customer service role
• Experience in a customer relationship management (CRM) role
Job Responsibilities
• Respond to customer inquiries in a timely and professional manner
• Resolve customer complaints and provide information about products and services
• Maintain customer records and update customer information in the CRM system
• Monitor customer satisfaction and provide feedback to management
• Assist with sales and marketing initiatives
• Assist with the development of customer service policies and procedures