Client associate • plano tx
Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to hitting goal metrics in the areas of lead generation, lead nurture, sales, and retentio... Show more
Atlas Advisory Group , a boutique wealth management firm, located in Plano, TX , is seeking a Client Relationship Associate to assist in our mission of helping clients achieve their financial goals... Show more
Customer service skills carry straight into this 100% remote, 1099 independent-contractor life insurance sales role.You'll help families who requested information understand their options and apply... Show more
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more
About Dynatron Dynatron is championing a new standard of Fixed Ops excellence for automotive dealerships.We cut through the Fixed Ops data fog and deliver unique insights and actions that help you ... Show more
Anchora Financial provides supplemental health insurance to local businesses, their employees, and families.Our agents meet with clients face-to-face, explain coverage options, and provide ongoing ... Show more
At Gallagher, we’re looking for a Client Service Manager to join our Aerospace Commercial Lines Team servicing Aviation clients.In this role, you’ll work closely with clients and colleagues to prov... Show more
DivaDance Rockwall/Wylie is Hiring Client Experience Hosts!.Are you outgoing, organized, and the kind of person who can make someone feel welcome the second they walk through the door? DivaDance Ro... Show more
Role Description & Responsibilities.The Client Executive - North American Power & Utilities is a quota-carrying sales leader responsible for delivering in-quarter results and driving multi-year gro... Show more
Build a Career Helping Local Businesses.Client Retention Representatives.In this role, you’ll work directly with business owners to review their electricity and natural gas supply plans, introduce ... Show more
Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cas... Show more
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time.This position requires excellent customer service skills, problem... Show more
Ready to Lead with Heart? Bring Your Customer Service Experience to a Purpose-Driven Team.At Serenity, we’re building high-impact teams and transforming the way people experience well-bei... Show more
If you’re looking to build a career with purpose, AO Globe Life is hiring to join our fully remote team.This is a strong fit for recent or soon-to-be graduates in business, marketing, or comm... Show more
Client Success Associate Richardson, TX • In-Office • Full-TimeCOMMUNICATE.Are you hungry for success ?DebtBlue is growing, and we're looking for Client Success Associates that know how to build re... Show more
About Valitana Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors.Founded in 2017, our platform provides advanced financial analytics, t... Show more
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ... Show more
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.As o... Show more
At Alpine Legacy Group, we believe in people — their stories, their goals, and their potential.We help protect families, nurture leaders, and build meaningful careers grounded in integrity, g... Show more
This position is responsible for providing exceptional service to Treasury Management (TM) customers by correctly completing product setups, training and installations by phone, maintenance, and su... Show more
The average salary range is between $ 52,000 and $ 86,993 year , with the average salary hovering around $ 75,000 year .
The average salary range is between $ 39,000 and $ 79,995 year , with the average salary hovering around $ 50,647 year .
Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to hitting goal metrics in the areas of lead generation, lead nurture, sales, and retention. Lead group coaching call for clients in our program suite Creating OR curating content/curriculum for our students to grow their businesses. Reporting on total client count, satisfaction % based on feedback surveys, client success and other various metrics related to the overall client experience Handling escalations and refund requests when they arise and creating a refund or escalations response process for future consistency Curate or host group calls with guest experts/SME's for the benefit of the students. Updating client interactions within Infusionsoft/Pipedrive, (our CRMs) Responsible for the management client FB groups, including internal promotions, promo content, and virtual events. Managing updates to content for all programs, and training the CS team members on the curriculum. Also responsible for the promotion of content updates to the clients either through the FB groups, text blasts, or through email Manage a team of 2-3 people who can aid in client success in these key areas: Branding, Offer & Copywriting advice, Mindset/Fundamentals of business, Sales & Objection Handling, Media Buying/Paid Advertising, and Funnels. Managing involves: Hiring talent, training talent, managing & maintaining performance reviews/ratings of talent, managing execution & implementation groups (the system for clients to be held accountable and move through the program) Interview & manage case study material: Client interviews
