1054 Customer Service Representatives jobs in Brookeville

Company Overview:

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.

Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional wayswith a singular focus.

Position Summary

We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by supporting day-to-day account operations and administrative functions. The ideal candidate is organized, completes administrative duties accurately and thrives in a fast-paced environment where multitasking and prioritizing competing demands are key to success.

Supervisory Responsibilities This position has no direct supervisory responsibilities.

• Health/Medical Insurance including Dental and Vision
• 401(k) with company match
• Paid time off
• Bonus/Target Incentive
• Tuition Reimbursement
• Complimentary usage of modern in-house fitness center
• On-premise full-service dining center discounts
• Discounts via the companys EAP
• Monthly Employee Recognition Programs
• Referral bonus
• Pre-tax transportation options
• Plus more!

• Deliver exceptional service by communicating clearly and effectively with clients and internal team members.
• Respond promptly to requests and inquiries, resolving issues with a client-first approach
• Prepare and process cash contributions and distributions upon receipt of appropriate documentation, ensuring compliance and attention to detail
• Handle client calls and assist in resolving routine questions, transactions and service requests with professionalism and precision.
• Monitor daily cash positions and account activity; work closely with the team to resolve overdrafts and reconcile discrepancies
• Facilitate stock transfers related to gifting transactions and ensure timely and accurate execution
• Process retirement distributions in accordance with firm policies, procedures and regulatory guidelines
• Utilize internal CRM platform and trust accounting system to complete administrative services including account maintenance, report generation and document management
• Maintain organized and accurate electronic account files including trust account documentation and correspondence to ensure consistency and compliance with policies
• Support special projects and complete assignments with minimal supervision and high attention to detail
• Perform various administrative and operational tasks in a deadline-driven environment while maintaining a high level of accuracy and quality.

• Meticulous attention to detail and a commitment to accuracy in all tasks
• Ability to multitask, prioritize, and manage time effectively in a high-volume, fast paced setting
• Strong organizational and follow-through skills
• Excellent verbal and written communication skills
• High level of professionalism, discretion and integrity
• Client-centric mindset with a proactive, problem-solving attitude
• General knowledge of investment products
• Comfortable with technology and systems; proficiency in Microsoft Office required
• Demonstrated ability to work independently and collaboratively within a team environment

• 1-2 years of experience in client services
• Bachelors Degree or equivalent work experience
• Prior experience in wealth management, financial services or client support roles strongly preferred

• This position is based in an office environment with prolonged periods of sitting at a desk and working on a computer.
• This position does not require travel.

The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of Chevy Chase Trust's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.

Chevy Chase Trust is proud to be an equal opportunity workplace. We foster an environment that recognizes employees unique skillsets and ensure that all employees have an equal opportunity to grow and advance.

If you are a candidate in need of assistance or an accommodation in the application process, please .

Equal Opportunity Employer/Veterans/Disabled

Join to apply for the Client Services Associate role at SPS

1 day ago Be among the first 25 applicants

Join to apply for the Client Services Associate role at SPS

Client Services Associate

Job Title: Client Services Associate

Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.

Job Overview

The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning.

Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service.

Duties And Responsibilities

• Provides 5-star customer service to all employees (in all forms of communication).
• Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package.
• Manages outgoing mail/package transactions.
• Performs duties associated with shipping and receiving of materials.
• Notifies employees upon receipt of inbound deliveries.
• Distributes mail/packages to company personnel.
• Acts as point of contact for company personnel on mail/package inquiries.
• Performs daily key ops of convenience multi-function devices (ensuring functionality, replenish toner/paper).
• Submit work orders for certain requests.
• Service and replenish the barista, pantry, conference, kitchen, or meetings areas.
• Will perform meeting room and conference room set ups.
• May perform building occupant moves within assigned facilities.
• Will perform light maintenance and cleaning duties as assigned.
• Maintains the Business Service Center area in a neat and orderly fashion.
• Monitors level of office supplies on the floor, and replenishing and orders accordingly.
• Assists with copy/print orders and/or monitoring the copy/print equipment for satisfactory functionality.
• Proactively seeks out additional work during downtime.
• Builds professional relationships with customers and other teams.
• Maintains professionalism and composure when interacting with all employees.
• Trains back-up and providing guidance on policies and procedures.
• Determines what additional support is needed when handling sensitive inquiries.
• Provides exceptional customer service to client.
• Provides reception or concierge (front of office) coverage as needed.
• Mail processing of incoming mail and packages of mail and packages
• The ability to use the intra-tracking system to process
• Ability to research packages and mail information
• Be able to take direction, a team player and a self-starter
• The ability to assist the client base with questions and processing information
  
  

• Strong verbal and written communication skills.
• Excellent customer service skills.
• PC skills MS Office Suite experience.
• Ability to handle multiple tasks simultaneously.
• Good organizational skills.
• Working knowledge of MFD equipment.
• Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions.
• Possesses ability to work independently and capable of completing projects.
• Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials.
  
  

• High School Diploma (or equivalent) required.
• 1+ years prior work experience preferred.
• Ability to work assigned work hours determined by manager.
• Excellent organizational and time management skills.
• Analytical abilities and aptitude in problem-solving.
• Superb written and verbal communication skills.
• Current knowledge or ability to learn computer-based systems required for functions of position.
• Required to maintain an overall professional appearance and attitude.
• Adhere to all policies and procedures required.
  
  

• Approximately 50% of the time this position requires the below physical demands.
• Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs.
• Ability to walk, bend, kneel, stand, and/or sit for an extended period of time.
• Manual dexterity required for operating office machinery (phone, copy machines, binding equipment, etc.).
• Ability to lift or move 40 lbs. or greater frequently.
  
  

• Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!
• Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!
• We Recognize Talent: We offer a variety of recognition programs for all levels of employees!
• Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off.
• Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
  

• Seniority level Entry level

• Employment type Full-time

• Job function Other
• Industries Outsourcing and Offshoring Consulting

Referrals increase your chances of interviewing at SPS by 2x

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Washington, DC 68,000.00- 75,000.00 4 days ago

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Arlington, VA 66,700.00- 124,700.00 10 hours ago

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We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required; we provide you with ongoing training to keep you up to date with the latest trends and give you the best opportunity to grow your career!

As a Client Services Associate, your role will be vital in creating and sustaining positive relationships with our clients while delivering extraordinary customer service. This role offers a hands-on approach that specializes in customized consumer interactions to drive our client base and overall satisfaction!

• Deliver exceptional customer service by assessing customer needs with a professional and positive attitude
• Build and maintain client accounts by fostering lasting relationships through direct engagements
• Reviewing customer interactions with management and contributing to any feedback for improving customer service experiences
• Stay knowledgeable about all non-profit goals to confidently address client questions
• Participate in cross-departmental training to shine as a Client Services Associate and reveal serious advancement opportunities

• Extensive and ongoing one-on-one training designed for Client Services Associates
• Opportunities for community and charity involvement
• Flexible scheduling for a balanced life between work & life
• Educational & informative meetings with senior team members to enhance your customer service skills
• Transparent career paths based on performance

• High school diploma or experience relevant to a Client Services Associate role
• A positive attitude and the ability to adapt to work with diverse people and teams
• Strong teamwork skills and a commitment to helping clients succeed
• Background in retail, restaurant, sales, or related fields is a plus
• A drive for leadership and a willingness to grow within the company

If you're ready to start a rewarding career as a Client Services Associate and have a passion for customer service, we are here for you! Apply today and take the first step in an exciting journey of growth and opportunity!

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.

Job Description:

The Opportunity:

Client Services Specialists (CSS) play a key role in providing service excellence by acting as a primary point of contact for small group employer clients and brokers. You will take ownership of client inquiries and see each through to resolution.

* Research inbound requests in a timely manner to establish positive client relationships.
* Conduct outbound follow up and engage internal departments, when needed, to fully resolve complex and/or escalated service requests.
* Build strong working relationships to address and support client needs.

Newer CSS team members primarily handle inbound calls, but with experience and coaching, can transition to email and web chat inquiries.

Joining our team as a CSS will help you build foundational knowledge in group insurance that can be applied to future growth opportunities within Sun Life.

How you will contribute:

* Strong problem-solving skills to resolve client inquiries.
* Your ability to multi-task and work across various technology platforms.
* A desire to continuously learn and adapt to evolving client needs.
* A commitment to develop and leverage organizational relationships to better serve our clients.
* Ability to work with a diverse range of people
* Adherence to contact center and metric expectations
* Availability to work overtime as needed
* Ability to work flexible shifts with start times between 8AM EST-11:30AM EST

What you will bring with you:
* Excellent verbal and written communication skills.
* Client-focused mindset and an empathetic approach toward others.
* 1+ years of customer service or call center experience

Salary Range: $47,100 - $63,600

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Category:

Posting End Date:

Job Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning.Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service.Duties and Responsibilities:Provides 5-star customer service to all employees (in all forms of communication).Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package.Manages outgoing mail/package transactions.Performs duties associated with shipping and receiving of materials.Notifies employees upon receipt of inbound deliveries.Distributes mail/packages to company personnel.Acts as point of contact for company personnel on mail/package inquiries.Performs daily key ops of convenience multi-function devices (ensuring functionality, replenish toner/paper).Submit work orders for certain requests.Service and replenish the barista, pantry, conference, kitchen, or meetings areas.Will perform meeting room and conference room set ups.May perform building occupant moves within assigned facilities.Will perform light maintenance and cleaning duties as assigned.Maintains the Business Service Center area in a neat and orderly fashion.Monitors level of office supplies on the floor, and replenishing and orders accordingly.Assists with copy/print orders and/or monitoring the copy/print equipment for satisfactory functionality.Proactively seeks out additional work during downtime.Builds professional relationships with customers and other teams.Maintains professionalism and composure when interacting with all employees.Trains back-up and providing guidance on policies and procedures.Determines what additional support is needed when handling sensitive inquiries.Provides exceptional customer service to client.Provides reception or concierge (front of office) coverage as needed.Mail processing of incoming mail and packages of mail and packagesThe ability to use the intra-tracking system to processAbility to research packages and mail informationBe able to take direction, a team player and a self-starterThe ability to assist the client base with questions and processing informationCompetencies:Strong verbal and written communication skills.Excellent customer service skills.PC skills MS Office Suite experience.Ability to handle multiple tasks simultaneously.Good organizational skills.Working knowledge of MFD equipment.Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions.Possesses ability to work independently and capable of completing projects.Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials.Qualifications and Education Requirements:High School Diploma (or equivalent) required.1+ years prior work experience preferred.Ability to work assigned work hours determined by manager.Excellent organizational and time management skills.Analytical abilities and aptitude in problem-solving.Superb written and verbal communication skills.Current knowledge or ability to learn computer-based systems required for functions of position.Required to maintain an overall professional appearance and attitude.Adhere to all policies and procedures required.Physical Demands:Approximately 50% of the time this position requires the below physical demands.Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs.Ability to walk, bend, kneel, stand, and/or sit for an extended period of time.Manual dexterity required for operating office machinery (phone, copy machines, binding equipment, etc.).Ability to lift or move 40 lbs. or greater frequently.Travel: None or NegligibleOther Duties:This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.Pay Range$18.50-$19 USDWHAT WE OFFERCareer Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!We Recognize Talent: We offer a variety of recognition programs for all levels of employees!Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off.Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.About SPSSPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers.At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity.SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law.Colorado only:We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool.Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time.To view our privacy policy, click on the link below: Data Privacy StatementAcknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

** In order to be considered, you must attach a cover letter**Who we are: From our inception in1836, when Stephen Holland and Frederick Sherry began as woolen merchants in London's Golden Square, Holland & Sherry has specialized in the finest textiles for the apparel industry. In 1998, Holland & Sherry Interiors was born out of this legacy. Taking inspiration from these traditional apparel fabrics, our interiors textiles have a transitional quality suited for all aspects of the decorated room. With wool, our most celebrated natural fiber, we have pushed the boundaries of design and performance to create a collection defined by excellence and rooted in heritage. In addition to fabrics, Holland & Sherry has developed collections which range across product categories from custom embroidery, rugs, wallcovering and trim, to leather, hardware and lighting. Every item we produce reflects our core values of quality and craftsmanship, in keeping with what Holland & Sherry started180 years ago. Our growing company is seeking a Client Services Representative for our Owings Mills office. Our new team member must be a self-starter, highly motivated and capable of working efficiently on an individual level as well as on a team. Our company is rapidly expanding, creating exciting new opportunities for career growthDescription•Provides a thoughtful customer service experience to clients throughout the ordering process via email and phone •Generates quotes, perform stock checks, place orders, and advise tracking•Collaborates with the sales team and other departments to ensure client's needs are met and their overall experience exceeds expectations•Reviews sales reports regularly to monitor the timely completion of client's orders•Manages client's expectations and provide solutions while adhering to our company's policies and procedures•Provides administrative support to the team in the officeQualified candidates will have the demonstrated ability to be organized, punctual, and personable while working in a fast-paced/deadline driven environment. We are looking for someone who is polished, professional and delivers excellent customer service to our clients. An eagerness to learn and excellent attention to detail will take you far in this company. Excellent verbal and written communication skills are a must.General Requirements•Associate's Degree or equivalent job experience•2-3 years experience in a customer service role and/or office setting•Polished phone and email etiquette•Proven experience learning a wide array of software programs•High proficiency in the Microsoft Office suite (including Excel, Outlook, and Word) with an inclination to learn CRM systems specific to Holland & Sherry•Interior Design industry background is helpful but not requiredWhy this is a great opportunityHolland & Sherry is an industry leader, and we have grown steadily every year we've been in business. Our worldwide team is made up of smart, dedicated, interesting people who make terrific coworkers. We offer a competitive starting salary, an outstanding benefits package including PTO, medical, dental, and vision insurance, short- & long-term disability, and of course 401(k) with match and stock. . Holland & Sherry is an EEO Employer.

3 days ago Be among the first 25 applicants

This range is provided by GemHarvest Executive Recruiting. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

$90,000.00/yr - $10,000.00/yr

Direct message the job poster from GemHarvest Executive Recruiting

Senior Client Service Associate

Overview

Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth clientele seeks a Senior Client Service Associate to support Clients and Advisors by taking initiative in Client Services.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

• Serve as a primary lead for client onboarding and private wealth client services
• Provide an excellent client experience for high net worth clients, building and maintaining client relationships
• Participate in the growth of a dynamic, independent RIA by servicing client needs
• Strong culture of teamwork, integrity, work life balance and personal and professional development
• Career track within the firm
• Competitive compensation package ( 90,000 110,000 base plus bonuses ranging from 9,000 16,500, and excellent benefits).

Requirements

• Bachelor's Degree
• 5-7+ years experience in Client Services within Financial Services
• Experience with Schwab custodian and Salesforce is a plus
• Track record of professionalism, adaptability, attention to detail, and time management

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance, Administrative, and Customer Service
• Industries Investment Management and Financial Services

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Medical insurance

401(k)

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22 hours ago Be among the first 25 applicants

This range is provided by Ascendo Resources. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

$75,000.00/yr - $5,000.00/yr

Annual Bonus

Seeking a Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude, and a deep understanding of financial products and markets. The successful candidate will work closely with clients to address their needs, manage their accounts, and ensure a high level of satisfaction.

Key Responsibilities:

• Primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction
• The ideal candidate will have a proactive mindset to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks
• Handle highly confidential details and collect and prepare information for use in discussions/meetings of executive staff
• Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions
• Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
• Perform special projects as assigned

Requirements:

• Bachelor's degree in Finance or a related field preferred
• Series 7 License preferred or willingness to obtain
• Previous client service or administrative experience in the financial services industry
• Capable of multitasking and has high attention to detail and accuracy
• Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook, and PowerPoint
• Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment

Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.

Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.

• Seniority level Associate

• Employment type Full-time

• Job function Analyst, Finance, and Strategy/Planning
• Industries Financial Services, Investment Management, and Banking

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401(k)

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Washington, DC 71,760.00- 75,000.00 1 hour ago

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Make your next move an expert one.

At Colliers its not our success that sets us apart, its how we achieve it. Our people are passionate, take ownership and always do whats right for our clients, people and communities.

Why Colliers?

Our enterprising environment needs your expertise to facilitate Colliers continued growth as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career.

**This position is an Onsite role based out of our Columbia, MD. office**

About you

You are an experienced professional looking to take the next step of your career in commercial real estate! Your background includes delivering exceptional sales support to internal and external clients. In this position, you will be supporting marketing, operational duties, and transactional management with a high level of business acumen and entrepreneurial spirit which means YOU will be an integral part of the teams success.

In this role, you will

• Help oversee the teams transactions, tracking critical dates and regularly updating clients and colleagues

• Bring a great attitude in learning the business and staying on top of new technology and platforms to assist you in your day-to-day responsibilities

• Process executed lease/amendment paperwork and maintain pertinent documentation

• Send eblasts on behalf of the brokers, create market surveys and other various ad hoc marketing-related tasks

• Maintain a comprehensive database of team transactions and activity

• Process team expense reports in Concur and other various administrative support tasks as necessary

• Handle invoicing, financial tracking, and reporting for the team

• Create a variety of presentation materials while also coordinating business content for proposals and ad hoc research projects

• Take a proactive role in creating and managing a marketing plan for new listings to include: the design of brochures both in the messaging and the utilization of compelling images (photos, maps, aerials); Our Listings; email campaign; signage; CoStar/Loopnet/Crexi listings, and more

• Create quarterly newsletters using Email Marketing Cloud

• Create social tiles and emails to announce new listings, new deals, and more

• Manage email lists for team and update as necessary

• Create CoStar surveys and tour books

• Serve as initial point of contact for email marketing campaigns, content gathering, template utilizations, and project management

What youll bring

• Bachelors degree from an accredited 4-year college or university

• 2+ years of sales or administrative experience in a professional environment

• Adobe Creative Suite (InDesign. Photoshop, Illustrator) experience required

• Commercial real estate experience is preferred

• High proficiency in MS Office Suite (Word, Outlook, Excel, PowerPoint)

• High level of initiative and excellent communications skills, both oral and written

• Proactive mindset that anticipates the needs of the team

Pursuant to state/local law, Colliers is disclosing the following information:

Approximate Hourly Range for Role: $26.00/hr to $33.65/hr

Our salary ranges are determined by role, level, and location. The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.

Benefits

Employees (and their families) are provided options for employer subsidized medical benefits including RX, dental, vision as well as employer paid basic life/AD&D insurance and short-term / long-term disability. Employees are able to enroll in our companys 401k plan, which includes an employer match. Employees will also receive 10 days of sick leave and a minimum of 15-days vacation annually. Certain senior-level roles are eligible for unlimited time off. Employees will also enjoy 10 paid holidays plus two personal flex days throughout the calendar year. 12 weeks (for birth parents) and 4 weeks (for non-birth parents, including adoptive/foster parents) for paid parental leave will also be available for use after successful completion of 90 days of employment.

Bonus (of applicable for role)

This position is eligible for bonus(es), based on company and individual performance.

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Make your next move an expert one and join us as we lead the industry into the future.

Applicants must be currently authorized to work in the United States on a full-time basis. The employer will not sponsor applicants for work visas.

Direct applicants only please, no agencies.

Colliers respects diversity and is an equal opportunity employer. No employee or applicant for employment will be discriminated against on the basis of any actual or perceived membership in any protected category including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. If you are a qualified applicant who requires reasonable accommodation to complete a job application, pre-employment testing, a job interview or to otherwise participate in the hiring process, please contact for assistance.