Talent.com
Graham
Client Service AssociateGraham • Charlotte, NC
Client Service Associate

Client Service Associate

Graham • Charlotte, NC
30+ days ago
Job type
  • Full-time
  • Permanent
  • Quick Apply
Job description

Position: REMOTE - Client Service Associate
Status: Full-Time Hourly (40 hours)
Hours: Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch

* Phenomenal customer service, written, and verbal communication skills*


ABOUT THE ORGANIZATION:


This is a temporary, REMOTE – Client Service Associate opportunity with the possibility of becoming a permanent position based on business needs. The Client Service Associate plays a pivotal role in providing fast, friendly support to clients. This role is essential as it serves as the primary point of contact for clients, ensuring their inquiries and problems are addressed promptly and effectively. The Client Service Associate acts as an advocate for our clients, connecting them with the necessary resources and providing valuable feedback to improve our products and services.

Note:
This is not a call center position. On an average day, you will have approximately 20 calls. The majority of communication between the Client Service Associate and the client is done through email or chat.

COMPENSATION & BENEFITS:

  • Temporary job opportunity in a very reputable organization
  • Paid Sick Time
  • Paid Vacation
  • Health insurance, medical and dental
  • Free FinFit Financial Wellness Benefit
  • Free Personal Financial Training Library Benefit
  • Shopping Discount Program, Workplace Advantage
  • Employee Assistance Program
    • Counseling
    • Legal & Financial Consultations
    • Pharmacy Discount Card


ESSENTIAL FUNCTIONS and RESPONSIBILITIES:

  • Provide fast and friendly support to clients, addressing inquiries and resolving issues in a timely manner.
  • Understand client inquiries and problems thoroughly, troubleshoot effectively, and deliver optimal solutions.
  • Act as the primary point of contact for clients who do not have a dedicated support person assigned to their accounts.
  • Advocate for clients' needs and preferences within the organization, ensuring their voices are heard and their concerns are addressed.
  • Connect clients with the appropriate resources and departments to resolve issues and fulfill requests.
  • Gather and report client sentiment and feedback to relevant stakeholders, contributing to the improvement of products and services.
  • Collaborate with other teams within the organization to ensure seamless client experiences and effective problem resolution.


EXPERIENCE AND REQUIRED QUALIFICATIONS

  • Exceptional communication skills, both written and verbal
  • Strong organization and filing abilities.
  • Strong organizational skills with a keen attention to detail
  • Proficiency in Microsoft Office Suite, particularly Excel and Word
  • Ability to prioritize tasks and manage time efficiently in a fast-paced environment.
  • Previous experience in a customer support role preferred.
  • Strong computer literacy (email, word processing, video conferencing,
  • online research, CRM, and software navigation.
  • Ability to maintain confidentiality and handle sensitive information with discretion.


PHYSICAL DEMANDS

  • This position routinely utilizes standard office equipment such as laptops, computers, phones, photocopiers, and filing cabinets, in a home office as well as an in-person office environment.
  • Ability to lift/move up to 20 pounds.
  • This position is generally performed in a professional office setting; 70% sitting, 20% standing, and 10% walking.
  • The physical requirements described are representative of those that must be met to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with a qualifying disability to perform the essential functions.


GENERAL INFORMATION: Applicants are assured of equal consideration regardless of race, age, color, religion, national origin, gender, GINA, political affiliation, membership or non-membership in employee organization, marital status, physical handicap which has no bearing on the ability to perform the duties of the position.

Create a job alert for this search

Client Service Associate • Charlotte, NC

Similar jobs

Client Service Associate

JPMorgan ChaseCharlotte, NC, United States
Full-time

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

 • Promoted

Client Service Associate

ChaseCharlotte, NC, United States
Full-time

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

 • Promoted

Client Service Associate

Talent BridgeCharlotte, NC, United States
Full-time

A leading regional wealth management firm is seeking a polished and relationship-driven Client Service Associate to join its growing team supporting high-net-worth individuals, executives, and fami... Show more

 • Promoted

Centralized Brokerage Registered Client Service Associate

SunTrust Investment Services, Inc.Charlotte, NC, United States
Full-time

This is an in office position Monday - Friday.Location options are Charlotte, North Carolina, Atlanta, Georgia or Orlando, Florida.Responsible for the general servicing and support of the Financial... Show more

 • Promoted

Client Success Associate

BotsplashCharlotte, NC, United States
Full-time

We are seeking a passionate, driven, and customer-focused Client Success Associate to join our growing team.Botsplash partners with clients across the lending, fintech, and automotive industries, h... Show more

 • Promoted

Investment Banking Associate - Healthcare Services

Wells FargoCharlotte, NC, United States
Full-time

The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to ... Show more

 • Promoted

Centralized Brokerage Registered Client Service Associate

TruistCharlotte, NC, United States
Full-time

This is an in office position Monday - Friday.Location options are Charlotte, North Carolina, Atlanta, Georgia or Orlando, Florida.Responsible for the general servicing and support of the Financial... Show more

 • Promoted

Client Engagement Senior Associate, Tax Operations

CroweCharlotte, NC, United States
Full-time

Your Journey at Crowe Starts Here.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an im... Show more

 • Promoted

Cash Management Client Service - Associate

Smbc Global Foundation IncCharlotte, NC, United States
Full-time

Cash Management Client Service - Associate.Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full Time.SMBC Group is a to... Show more

 • Promoted

Client Relationship Associate

VanguardCharlotte, NC, United States
Full-time

At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, "to take a stand for all investors, to treat them fairly, and to give them the best chance for ... Show more

 • Promoted

Senior Client Service Associate (Middle Market Banking)

City National BankCharlotte, NC, United States
Full-time

This person is responsible for the day-to-day interaction with clients of the Commercial, Specialty or Corporate Banking Divisions.They are the primary contact person providing proactive and consul... Show more

 • Promoted

Work From Home - Client Services Associate

AOGarciaHuntersville, NC, United States
Remote
Full-time

Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ... Show more

 • Promoted

Principal Associate, Client Readiness

Capital OneCharlotte, NC, United States
Full-time +1

Principal Associate, Client Readiness/h2pThe Principal Associate will support Treasury Management (TM) sales throughout the sales readiness process.The primary responsibility of the Principal Assoc... Show more

 • Promoted

Client Specialist SouthPark, NC

KnitWell GroupCharlotte, NC, United States
Full-time +1

Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories.Established in 1947, we are known for modern classic style that's both timeless and timely, fine qual... Show more

 • Promoted

Senior Client Associate

Rockefeller Capital ManagementCharlotte, NC, United States
Full-time

Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Jo... Show more

 • Promoted

Client Service Associate

Alphabe InsightCharlotte, NC, United States
Full-time

At Beloform Craft, we specialize in creating refined brand experiences through thoughtfully designed trade shows and professional event presence.Our work reflects precision, creativity, and a stron... Show more

 • Promoted

Registered Wealth Management Client Associate

Bank of AmericaCharlotte, NC, United States
Full-time

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

 • Promoted

Senior Associate, Transaction Advisory Services

GreerWalker CPAs and AdvisorsCharlotte, NC, United States
Full-time

GreerWalker Accounting and Advisory Position.GreerWalker is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners.We serve and support the Charlo... Show more

 • Promoted

Private Client Senior Relationship Associate

Brown AdvisoryCharlotte, NC, United States
Full-time

Private Client Service provides highly customized and comprehensive service and solutions to our clients.As a key member of this team the Senior Relationship Associate engages directly with clients... Show more

 • Promoted

Client Services Tech 1

Pace Analytical Services, LLCHuntersville, North Carolina, United States
Full-time

Are you ready to work making the world a safer, healthier place? Join our mission to continuously move science forward; to innovate and advance all aspects of our business to improve the health and... Show more