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. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.
Client Services Associate • 77221 Houston, TX, US
Selah Financial Services is hiring a.Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.Coordinate and execute the new acc...Show more
RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scali...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
As a Remote Client Relations Coordinator, you will be responsible for supporting customers and handling inquiries from the comfort of your home, including: respond to customer inquiries via phone, ...Show more
As a client retention associate, you will gain a strong foundation in specific industries and tax, in addition to developing your critical thinking skills.You will also develop a strong understandi...Show more
JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institut...Show more
Unlock your potential as a Client Associate at J.Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients.Join our dynamic ...Show more
This job is with Invesco, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.Please do not contact the recruiter directly.As one of the wo...Show more
Wealth Management Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutio...Show more
Bring your energy to the role of PayPal Risk Operations Associate to perform responsibilities as a Risk Operations Associate.Deliver outstanding service to customers and colleagues.Deliver outstand...Show more
The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delive...Show more
Unlock your potential as a Client Associate at J.Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients.Join our dynamic ...Show more
Selah Financial Services is hiring a.Coordinate and execute the new account process from start to funding.Prepare, track, and follow up on paperwork with 98%+ accuracy.Manage online forms and ensur...Show more
Senior Client Service Associate.Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries.The firm speci...Show more
Associate, Client Processing II - Loans Enablement.At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial services company a...Show more
Flexible Career Opportunity In Client Service Leadership.Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the opti...Show more
Associate, Client Processing II - Loans Enablement.At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial services company a...Show more
Associate, Client Processing II - Loans Enablement.At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial services company a...Show more
