What Jobs are available for Client Service Associate in Jacksonville?
Showing 166 Client Service Associate jobs in Jacksonville
Client Service Associate
Posted 1 day ago
Job Viewed
Job Description
Jacksonville, Florida
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
Client Service Associates will be co-located at a central site, and report into theClient Service Managerand provide shared support for advisors who have a short term need.
+ The Client Service Associates (CSA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
+ You will be part of a team of CAs supporting specific advisors and their clients. CSA's may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.
+ For established clients, the CSA will often serve as the most frequent point of contact with Merrill Wealth Management.
Responsibilities include:
+ End-to-end onboarding process; including systems, documentation, and follow-up
+ New account opening and maintenance
+ Phone coverage for assigned advisors
+ IAP enrollment and maintenance
+ Process and manage client servicing requests and account maintenance
+ Drive digital client engagement
+ Use Salesforce to track daily activities
Required Qualifications:
+ 1+ years' experience working in a client servicing operations capacity or banking/ financial industry
+ Proficient in Microsoft Word, Excel
Desired Qualifications:
+ Undergraduate Degree
+ Knowledge of investment and banking products, policies & procedure
+ The candidate should respond well to changing and evolving job duties and expectations.
+ Strong technological skills are desired
+ Bilingual - Spanish
+ Bilingual - Mandarin Chinese
+ Bilingual - Portuguese
Skills:
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Time Management
+ Organizational
+ Detail Oriented
+ Multi-tasking
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Is this job a match or a miss?
Client Relations Manager
Posted 4 days ago
Job Viewed
Job Description
At Cengage Group, our employees have a direct impact in helping students around the world discover the power and joy of learning. We are bonded by our shared purpose - driving innovation that helps millions of learners improve their lives and achieve their dreams through education.
**Our culture values diversity, engagement, and discovery**
Our business is driven by our strong culture, and we know that creating an inclusive and diverse workplace is critical to the success of our company and our learners, as well as our individual well-being. We recognize the value of different perspectives in everything we do, and strive to ensure employees of all levels and backgrounds feel empowered to voice their ideas and bring their authentic selves to work. We achieve these priorities through inclusive programs, benefits, and initiatives that are integrated into the fabric of how we work every day. To learn more, please see Client Operations Manager will:**
This role will work to manage and deliver talent pipeline services to new and existing corporate clients. The Client Operations Manager is responsible for guiding new corporate clients through post-contract onboarding processes and managing client succes and service delivery from end to end through the entire contract lifecycle. Success in this position will be defined by our ability to deliver exceptional talent pipeline and upskilling services to our corporate clients, help grow the client relationship, and demonstrate the performance vital for the sales team to expand our business. In addition, they will analyze and improve organizational processes, and work to improve quality, productivity and efficiency.
The Client Operations Manager will be responsible for managing several corporate clients and the talent pipeline and upskilling service(s) delivered to include the following:
+ Responsible for all phases of the talent pipeline lifecycle - helping clients with processes throughout onboarding, assisting with the design and process development for each client, proactively contacting clients at strategic intervals through the contract lifecycle, assisting with technical support needs, providing regular reporting, and holding quarterly progress sessions for assigned clients.
+ Develop and implement operational policies and procedures related to candidate application, enrollment, and persistence through our train-to-hire programs in preparation for placement with our corporate clients. Be responsible for applicant outreach, communications, and success through the recruitment funnel.
+ Develop and implement operational policies and procedures related to enrollment, persistence and certification for upskilling trainees identified by our corporate clients. Be responsible for upskilling trainee support, communications, reporting, and success.
+ Analyze operational processes and performance data to find opportunities for improvement.
+ Lead and direct operations team to achieve business targets; including student/candidate tracking and client reporting data and metrics.
+ Vet and prepare trainees for referral to clients to be interviewed and hired for on-site training.
+ Work cross functionally with both internal departments and external clients to achieve goals.
+ Identify and implement strategies to improve quality of service, productivity and profitability for both recruited candidates and upskilling students enrolled by clients.
+ Liaise and cross-collaborate with internal team members to ensure forecasting is fulfilled appropriately.
+ Ensure all operations are carried on in an appropriate and cost-effective way; respond to clients and students in a timely manner.
+ Support in forecasting requirements, communicating with clients directly, and addressing operational needs; establish standard methodologies for an energetic team with scalable processes to drive client success and growth.
+ Be responsible for related procurement processes and coordinate material and resources allocation.
+ Identify and address problems and opportunities for the business.
+ Provide data and support to management as needed.
**Skills You'll Need Here:**
**Basic:**
+ BA/BS or equivalent work experience and a validated, successful track record in a detail oriented position.
+ Minimum of four years of successful operations, talent acquisition, client services or related detail-oriented and customer-focused work.
+ Values and appreciates diversity of thought; able to work with diverse audiences both internally and externally.
+ Highly flexible and adaptable to change.
+ High energy and good communication skills both written and verbal.
+ Ability to interact professionally with Vice Presidents and Director level staff within clients.
+ Have a customer focused mentality; both in work with candidates, trainees and clients.
+ Comfortable using technology in performing routine job tasks and for product demonstration purposes.
+ Outstanding organizational and time management skills.
+ Proficiency in PC and Microsoft Office applications. Great if experienced with Salesforce.
+ Ability to monitor and evaluate operational data.
**Preferred:**
+ Professional business-to-business/customer success experience (3 years strongly desired)
+ Experience working with adult learners and non-traditional students.
+ Proficiency in being a great partner within and outside one's own department.
+ Understanding of client relations/partnership management and how to efficiently work with external partnerships.
+ Driven to succeed and yearning to make impact; customer success obsession mentality.
Cengage Group is committed to working with broad talent pools to attract and hire strong and most qualified individuals. Our job applicants are considered regardless of race, national origin, religion, sex, sexual orientation, genetic information, disability, age, veteran status, and any other classification protected by applicable federal, state, provincial or local laws.
Cengage is also committed to providing reasonable accommodations for qualified individuals with disabilities including during our job application process. If you are an applicant with a disability and require reasonable accommodation in our job application process, please contact us at or at .
**About Cengage Group**
Cengage Group, a global education technology company serving millions of learners, provides affordable, quality digital products and services that equip students with the skills and competencies needed to be job ready. For more than 100 years, we have enabled the power and joy of learning with trusted, engaging content, and now, integrated digital platforms. We serve the higher education, workforce skills, secondary education, English language teaching and research markets worldwide. Through our scalable technology, including MindTap and Cengage Unlimited, we support all learners who seek to improve their lives and achieve their dreams through education.
**Compensation**
At Cengage Group, we take great pride in our commitment to providing a comprehensive and rewarding Total Rewards package designed to support and empower our employees. Click here ( to learn more about our _Total Rewards Philosophy_ .
The full base pay range has been provided for this position. Individual base pay will vary based on work schedule, qualifications, experience, internal equity, and geographic location. Sales roles often incorporate a significant incentive compensation program beyond this base pay range.
$58,300.00 - $75,750.00 USD
**Cengage Group** , a global education technology company serving millions of learners, provides affordable, quality digital products and services that equip students with the skills and competencies needed to be job ready. For more than 100 years, we have enabled the power and joy of learning with trusted, engaging content, and now, integrated digital platforms.
We serve the higher education, workforce skills, secondary education, English language teaching and research markets worldwide. Through our scalable technology, including MindTap and Cengage Unlimited, we support all learners who seek to improve their lives and achieve their dreams through education.
**_Warning: Be aware, there has been an increase of targeted recruitment_** **_scams perpetrated by bad actors falsely providing job offers on behalf Cengage Group to candidates as a means of obtaining personal information. Note that Cengage will always interview candidates via live in-person meetings, phone calls and video calls before an offer would be extended. Also, be sure to check that communication is coming from an @cengage.com email address._**
Is this job a match or a miss?
Client Relations Manager
Posted 4 days ago
Job Viewed
Job Description
At Cengage Group, our employees have a direct impact in helping students around the world discover the power and joy of learning. We are bonded by our shared purpose - driving innovation that helps millions of learners improve their lives and achieve their dreams through education.
**Our culture values diversity, engagement, and discovery**
Our business is driven by our strong culture, and we know that creating an inclusive and diverse workplace is critical to the success of our company and our learners, as well as our individual well-being. We recognize the value of different perspectives in everything we do, and strive to ensure employees of all levels and backgrounds feel empowered to voice their ideas and bring their authentic selves to work. We achieve these priorities through inclusive programs, benefits, and initiatives that are integrated into the fabric of how we work every day. To learn more, please see Client Operations Manager will:**
This role will work to manage and deliver talent pipeline services to new and existing corporate clients. The Client Operations Manager is responsible for guiding new corporate clients through post-contract onboarding processes and managing client succes and service delivery from end to end through the entire contract lifecycle. Success in this position will be defined by our ability to deliver exceptional talent pipeline and upskilling services to our corporate clients, help grow the client relationship, and demonstrate the performance vital for the sales team to expand our business. In addition, they will analyze and improve organizational processes, and work to improve quality, productivity and efficiency.
The Client Operations Manager will be responsible for managing several corporate clients and the talent pipeline and upskilling service(s) delivered to include the following:
+ Responsible for all phases of the talent pipeline lifecycle - helping clients with processes throughout onboarding, assisting with the design and process development for each client, proactively contacting clients at strategic intervals through the contract lifecycle, assisting with technical support needs, providing regular reporting, and holding quarterly progress sessions for assigned clients.
+ Develop and implement operational policies and procedures related to candidate application, enrollment, and persistence through our train-to-hire programs in preparation for placement with our corporate clients. Be responsible for applicant outreach, communications, and success through the recruitment funnel.
+ Develop and implement operational policies and procedures related to enrollment, persistence and certification for upskilling trainees identified by our corporate clients. Be responsible for upskilling trainee support, communications, reporting, and success.
+ Analyze operational processes and performance data to find opportunities for improvement.
+ Lead and direct operations team to achieve business targets; including student/candidate tracking and client reporting data and metrics.
+ Vet and prepare trainees for referral to clients to be interviewed and hired for on-site training.
+ Work cross functionally with both internal departments and external clients to achieve goals.
+ Identify and implement strategies to improve quality of service, productivity and profitability for both recruited candidates and upskilling students enrolled by clients.
+ Liaise and cross-collaborate with internal team members to ensure forecasting is fulfilled appropriately.
+ Ensure all operations are carried on in an appropriate and cost-effective way; respond to clients and students in a timely manner.
+ Support in forecasting requirements, communicating with clients directly, and addressing operational needs; establish standard methodologies for an energetic team with scalable processes to drive client success and growth.
+ Be responsible for related procurement processes and coordinate material and resources allocation.
+ Identify and address problems and opportunities for the business.
+ Provide data and support to management as needed.
**Skills You'll Need Here:**
**Basic:**
+ BA/BS or equivalent work experience and a validated, successful track record in a detail oriented position.
+ Minimum of four years of successful operations, talent acquisition, client services or related detail-oriented and customer-focused work.
+ Values and appreciates diversity of thought; able to work with diverse audiences both internally and externally.
+ Highly flexible and adaptable to change.
+ High energy and good communication skills both written and verbal.
+ Ability to interact professionally with Vice Presidents and Director level staff within clients.
+ Have a customer focused mentality; both in work with candidates, trainees and clients.
+ Comfortable using technology in performing routine job tasks and for product demonstration purposes.
+ Outstanding organizational and time management skills.
+ Proficiency in PC and Microsoft Office applications. Great if experienced with Salesforce.
+ Ability to monitor and evaluate operational data.
**Preferred:**
+ Professional business-to-business/customer success experience (3 years strongly desired)
+ Experience working with adult learners and non-traditional students.
+ Proficiency in being a great partner within and outside one's own department.
+ Understanding of client relations/partnership management and how to efficiently work with external partnerships.
+ Driven to succeed and yearning to make impact; customer success obsession mentality.
Cengage Group is committed to working with broad talent pools to attract and hire strong and most qualified individuals. Our job applicants are considered regardless of race, national origin, religion, sex, sexual orientation, genetic information, disability, age, veteran status, and any other classification protected by applicable federal, state, provincial or local laws.
Cengage is also committed to providing reasonable accommodations for qualified individuals with disabilities including during our job application process. If you are an applicant with a disability and require reasonable accommodation in our job application process, please contact us at or at .
**About Cengage Group**
Cengage Group, a global education technology company serving millions of learners, provides affordable, quality digital products and services that equip students with the skills and competencies needed to be job ready. For more than 100 years, we have enabled the power and joy of learning with trusted, engaging content, and now, integrated digital platforms. We serve the higher education, workforce skills, secondary education, English language teaching and research markets worldwide. Through our scalable technology, including MindTap and Cengage Unlimited, we support all learners who seek to improve their lives and achieve their dreams through education.
**Compensation**
At Cengage Group, we take great pride in our commitment to providing a comprehensive and rewarding Total Rewards package designed to support and empower our employees. Click here ( to learn more about our _Total Rewards Philosophy_ .
The full base pay range has been provided for this position. Individual base pay will vary based on work schedule, qualifications, experience, internal equity, and geographic location. Sales roles often incorporate a significant incentive compensation program beyond this base pay range.
$58,300.00 - $75,750.00 USD
**Cengage Group** , a global education technology company serving millions of learners, provides affordable, quality digital products and services that equip students with the skills and competencies needed to be job ready. For more than 100 years, we have enabled the power and joy of learning with trusted, engaging content, and now, integrated digital platforms.
We serve the higher education, workforce skills, secondary education, English language teaching and research markets worldwide. Through our scalable technology, including MindTap and Cengage Unlimited, we support all learners who seek to improve their lives and achieve their dreams through education.
**_Warning: Be aware, there has been an increase of targeted recruitment_** **_scams perpetrated by bad actors falsely providing job offers on behalf Cengage Group to candidates as a means of obtaining personal information. Note that Cengage will always interview candidates via live in-person meetings, phone calls and video calls before an offer would be extended. Also, be sure to check that communication is coming from an @cengage.com email address._**
Is this job a match or a miss?
Customer Support Specialist
Posted 2 days ago
Job Viewed
Job Description
Is this job a match or a miss?
Customer Support Lead
Posted 2 days ago
Job Viewed
Job Description
Is this job a match or a miss?
Senior Customer Support Specialist
Posted 2 days ago
Job Viewed
Job Description
Responsibilities:
- Respond to customer inquiries and resolve issues efficiently and empathetically through various communication channels.
- Troubleshoot technical problems, guide users through step-by-step solutions, and escalate complex issues to appropriate departments.
- Document customer interactions, issues, and resolutions accurately in the CRM system.
- Develop and maintain a deep understanding of our product suite and services to provide expert advice and support.
- Identify trends in customer issues and provide feedback to product development and engineering teams to drive improvements.
- Contribute to the creation and maintenance of knowledge base articles and support documentation.
- Train and mentor junior support staff, fostering a collaborative and high-performing team environment.
- Participate in quality assurance reviews of support interactions to ensure consistent service delivery.
- Proactively engage with customers to gather feedback and identify opportunities for service enhancement.
- Stay updated on industry best practices in customer service and support technologies.
- Proven experience as a Customer Support Specialist or in a similar client-facing role, with at least 3 years in a senior capacity.
- Excellent verbal and written communication skills, with the ability to articulate complex information clearly and concisely.
- Strong problem-solving and analytical skills, with a knack for diagnosing and resolving technical issues.
- Proficiency in using CRM software (e.g., Salesforce, Zendesk) and helpdesk ticketing systems.
- Ability to manage multiple tasks simultaneously and prioritize effectively in a fast-paced remote environment.
- Demonstrated experience in handling difficult customer situations with professionalism and de-escalation techniques.
- A patient, customer-centric attitude and a passion for helping others.
- Experience with remote collaboration tools (e.g., Slack, Zoom, Microsoft Teams).
- High school diploma or equivalent required; Associate's or Bachelor's degree preferred.
- Previous experience in a remote-first organization is highly advantageous.
Is this job a match or a miss?
Senior Customer Support Specialist
Posted 4 days ago
Job Viewed
Job Description
Responsibilities:
- Respond to customer inquiries via phone, email, and chat in a timely and professional manner.
- Diagnose and resolve complex technical issues, escalating when necessary to senior technical teams.
- Provide comprehensive product support and training to customers.
- Develop and maintain a deep understanding of our client's product suite and services.
- Create and update knowledge base articles and customer-facing documentation.
- Identify trends in customer issues and provide feedback to the product development team for improvement.
- Conduct user acceptance testing for new features and updates.
- Build and maintain strong relationships with customers, fostering loyalty and retention.
- Adhere to all company policies and procedures, including data privacy regulations.
- Contribute to a positive and collaborative team environment.
- Proven experience in a customer support or helpdesk role, with at least 3 years in a senior capacity.
- Excellent communication, interpersonal, and active listening skills.
- Strong analytical and problem-solving abilities with a keen attention to detail.
- Proficiency in using CRM software and helpdesk ticketing systems.
- Ability to explain technical concepts clearly to both technical and non-technical users.
- Experience with SaaS products is highly desirable.
- Associate's or Bachelor's degree in a related field or equivalent work experience.
- Ability to work effectively both independently and as part of a team in a hybrid work environment.
- A passion for customer success and exceeding expectations.
- Must be available to work flexible hours as needed.
Is this job a match or a miss?
Be The First To Know
About the latest Client service associate Jobs in Jacksonville !
Lead Customer Support Specialist
Posted 1 day ago
Job Viewed
Job Description
This position requires a deep understanding of customer relationship management principles and best practices. You will collaborate with other departments, such as Sales and Product Development, to ensure a seamless customer experience and communicate customer needs effectively. The role involves creating and maintaining support documentation, knowledge bases, and FAQs to empower both customers and support agents. You will also be responsible for performance management of the team, conducting regular one-on-one meetings, and fostering a positive and productive work environment.
The ideal candidate will have a Bachelor's degree or equivalent experience in a related field. A minimum of 4 years of experience in customer service, with at least 2 years in a supervisory or lead role, is required. Proven ability to lead and motivate a team, strong problem-solving skills, and excellent communication and interpersonal abilities are essential. Proficiency with CRM software (e.g., Salesforce, Zendesk) and customer support tools is necessary. Experience in developing training materials and conducting effective training sessions is also important. The ability to handle stressful situations calmly and professionally, and a passion for delivering outstanding customer service are critical. This on-site role offers the opportunity to be a key player in shaping the customer experience for a growing company.
Is this job a match or a miss?
Remote Customer Support Specialist
Posted 1 day ago
Job Viewed
Job Description
Responsibilities:
- Respond to customer inquiries via phone, email, and chat in a timely and professional manner.
- Provide detailed product and service information, troubleshooting, and solutions.
- Process orders, returns, and exchanges accurately.
- Identify and escalate customer issues to appropriate teams for resolution.
- Document all customer interactions and feedback in the CRM system.
- Maintain a high level of customer satisfaction through effective problem-solving.
- Contribute to a knowledge base of common issues and resolutions.
- Adhere to company policies and procedures.
- High school diploma or equivalent; some college coursework is a plus.
- Proven customer support or customer service experience.
- Excellent verbal and written communication skills.
- Strong active listening and empathy skills.
- Proficiency in using CRM software and help desk tools.
- Ability to multitask and manage time effectively in a remote setting.
- A dedicated home office setup with reliable high-speed internet.
- Ability to work independently and collaboratively within a remote team.
- Patience and a customer-centric approach to problem-solving.
Is this job a match or a miss?