886 Customer Service Representatives jobs in Fairview

A Client Service Associate role is now available for our Financial Services client. A prestigious position to work with wealth management professionals that care about their clients, and their people.

Responsibilities:

Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications.

Facilitate account opening and maintenance for existing financial planning clients.

Ensure full transfer of assets where applicable

Facilitate alternative investments as well as annuities, life insurance and 529 investments.

Work directly with account custodians and investment platform providers as necessary.

Partner with Advisory Team and Client Service Team to fulfill financial investment client needs.

Serve as the primary means to the financial advisors to facilitate opening accounts and servicing clients.

Must have financial services, wealth management industry experience.

Excellent benefits and great team of professionals to work with!

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

$110,000.00/yr - $25,000.00/yr

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Our client seeks a Client Services Associate to join a top investment management firm in Greenwich, CT. You will play an integral part in supporting clients, facilitating the seamless onboarding of new accounts, and collaborating with cross-functional teams. The organization is committed to talent development, offering robust training and growth opportunities in a collaborative culture that values teamwork, knowledge sharing, and mutual respect.

Key Responsibilities:
In the esteemed capacity of Client Services Associate, you will become an indispensable member of a dedicated team committed to delivering superior service to clients whilst underpinning essential operational processes within asset management. Your remit will encompass cultivating enduring relationships with clients through attentive support, overseeing onboarding procedures for new accounts with precision, collaborating with internal teams such as Portfolio Implementation and Engineering to optimize workflows, and proactively identifying opportunities for process refinement. Success in this role requires balancing numerous obligations with exactitude whilst upholding exemplary standards of professionalism. You will be encouraged to contribute thoughtfully to initiatives aimed at enhancing operational efficiency, participate in strategic projects influencing the future direction of the business, and expand your expertise within an environment that values collective achievement and continuous learning.

• Develop a comprehensive understanding of products and asset classes whilst demonstrating a sincere interest in the investment management sector.
• Deliver distinguished inbound and outbound client support by servicing existing clients, evaluating prospects, and ensuring prompt follow-up communications.
• Facilitate the onboarding of new Registered Investment Advisors (RIAs) and accounts into the Separately Managed Account (SMA) function with scrupulous attention to procedural accuracy.
• Oversee daily contribution, withdrawal, and transfer processes for Flex Separately Managed Accounts by coordinating documentation between business development, legal teams, and clients.
• Collaborate closely with the Portfolio Implementation Team to interpret daily cash flow information into actionable insights that promote portfolio optimization.
• Address operational inquiries encompassing infrastructure matters by orchestrating responses across pertinent departments to ensure timely resolution.
• Work alongside the Onboarding Team to assist in launching new strategies that may be intricate or novel in nature.
• Engage regularly with the Engineering team to refine systems and enhance technology as well as processes related to cash flows and client account administration.
• Discern operational inefficiencies across various product structures and contribute towards establishing scalable workflows-whether automated or outsourced-to harmonize functions throughout the platform.
• Support both tactical and strategic project initiatives by monitoring progress on projects that span multiple divisions within the firm.

Key Requirements:
The ideal candidate for the Client Services Associate position brings demonstrable experience from an asset management context where supporting clients was central to their remit. Your academic credentials provide a robust foundation upon which you have developed practical expertise over several years in analogous roles. You are recognized for your refined communication abilities-both written and oral-which facilitate positive interactions internally as well as externally. Your approach is characterized by empathy, reliability, and an unwavering commitment to assisting others. You flourish when working collaboratively, yet are equally adept at exercising initiative when circumstances require. Your facility with Microsoft Office tools enables effective data management, whilst your exceptional organizational skills allow you to seamlessly manage multiple tasks. Experience overseeing projects further distinguishes you by equipping you with structured methodologies for addressing complex challenges. Above all else, your passion for delivering exemplary client experiences marks you out as someone who will thrive within this supportive team environment.

• A bachelor's degree in a relevant discipline is requisite as it provides foundational knowledge indispensable for success in this appointment.
• Three to five years' experience within asset management focused on client services ensures you possess practical insight into industry best practices.
• The ability to work both autonomously and collaboratively within a team setting demonstrates your adaptability and willingness to share expertise with colleagues.
• Exemplary written and verbal communication skills enable you to interact effectively with clients as well as internal stakeholders.
• A genuine enthusiasm for client service combined with proficiency in managing concurrent priorities allows you consistently to deliver results of the highest caliber under demanding circumstances.
• Outstanding organizational skills coupled with adeptness at multi-tasking empower you to meet stringent deadlines without compromising attention to detail.
• Prior exposure to project management is considered advantageous as it enhances your capability for overseeing complex initiatives from inception through completion.
• Proficiency in Microsoft Office Suite-particularly Excel-ensures you can analyze data efficiently and prepare reports essential for informed decision-making.

What sets this company apart:
This distinguished organization sets itself apart as a leader in investment management not solely through its impressive record but also through its unwavering dedication to fostering an inclusive workplace where every perspective is valued.

What's next:
If interested in this position, please contact Michael Kelly at +1 or

• Seniority level Associate

• Employment type Full-time

• Job function Finance
• Industries Capital Markets

Referrals increase your chances of interviewing at Robert Walters by 2x

Get notified about new Client Services Associate jobs in Greenwich, CT .

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Organizational Overview Founded in 2004, Cognitive & Behavioral Consultants (CBC) is a leading mental health organization committed to helping individuals and families thrive. CBC specializes in evidence-based therapies, providing high-quality psychological care to children, adolescents, adults, couples, and families. Our mission is twofold: To create lasting, positive change for our clients through personalized, evidence-based treatment plans. To train and empower professionals locally, nationally, and globally to deliver top-tier care. At CBC, our clinical team is renowned for their expertise in therapies such as Cognitive Behavioral Therapy (CBT), Dialectical Behavior Therapy (DBT), Acceptance and Commitment Therapy (ACT), and more. We also offer extensive training and consultation services for schools, organizations, and businesses. Our collaborative environment fosters professional growth and ensures our clinicians have the tools to excel in their practice while delivering cutting-edge treatments. Position Overview CBC is dedicated to providing exceptional support and services to our clients and team members. We are looking for a highly organized and proactive Client Services Coordinator to ensure seamless operations, provide excellent client service, and support various administrative and program functions. Responsibilities Client & Visitor Support: Provide a welcoming and efficient point of contact for clientele, CBC personnel, and visitors. Ensure the front desk is covered at all times. Monitor practice voicemail, track issues, and resolve inquiries. Assist clients, visitors, and clinicians with ad hoc requests. Administrative Support: Open or close, and maintain the office. Assist with onboarding and offboarding tasks. Provide basic AV/IT support and assist with in-person trainings. Set up and coordinate refreshments for staff and large meetings. Manage the setup of chairs, tables, AV equipment, and catering. Handle client paperwork, including monitoring Jotform, creating/editing forms, uploading documents to charts, and managing closed chart processes. Process medical record requests. Facility & Equipment Management: Manage supply inventory, ordering, and distribution across three facilities. Open packages and store supplies appropriately. Coordinate with vendors to resolve equipment issues and track maintenance. Ensure offices, conference rooms, reception areas, and restrooms are maintained and presentable. Coordinate repairs, vendor interactions, and landlord communications. Collect and distribute mail. Company Volunteer & Community Engagement Activities: Organize, coordinate and support CBC’s engagement and outreach events, including identifying volunteer opportunities and coordinating logistics. Support with marketing and social media projects. Program & Project Management: Drive administrative workflows for assigned programs. Coordinate program communications, ensuring effective dissemination of information. Gather and communicate program needs to marketing and outreach teams. Facilitate meetings by arranging schedules, creating agendas, taking minutes, and tracking action items. Manage onboarding and offboarding processes for program staff and trainees. Maintain and organize program documents, materials, and supplies. Track and maintain program data. Assist Program Directors and Coordinators with administrative tasks as needed. Ensure compliance with HIPAA regulations. Provide support to the Administrative Manager and Executive Director as required. General Support: Provide assistance with administrative tasks and special projects as needed. Other duties as assigned. Working Conditions: With or without reasonable accommodation, the Administrative Coordinator (AC) must possess and maintain the physical and mental capacity to perform the essential duties of the position, which may include: Frequent sitting, standing, walking, and use of hands and arms to reach, type, or handle office materials. Occasionally stooping, kneeling, crouching, or lifting and moving objects up to 25 pounds. Clear vision to read documents and computer screens, hearing and speaking for effective communication in person and via telephone, and writing skills to document and process information accurately. Mobility and manual dexterity to operate standard office equipment, such as computers, printers, and phones, within a standard office environment. Communication Requirements: Effectively review, summarize, and communicate key information to support problem-solving and decision-making. Participate in meetings and present solutions, goals, and objectives to internal teams and external partners with clarity and professionalism. Complexity and Independent Action: Address a range of operational and programmatic challenges by evaluating and implementing efficient solutions. Exercise independent judgment to prioritize tasks and adapt procedures to meet the dynamic needs of the role. Travel Occasional travel may be required to support off-site meetings or operational needs. Qualifications Minimum of 2 years of healthcare and administrative experience. Excellent organizational and time management skills. Strong analytical and problem-solving abilities with attention to detail. Ability to manage multiple tasks in a fast-paced, evolving environment. Excellent written and verbal communication skills. Proficiency in technology, including Microsoft Office, Google Suite, Zoom, and Apple, Canva platforms. Strong interpersonal skills and ability to build relationships with staff, vendors, patients, and professionals. Initiative, follow-through, and a strong work ethic. Proactive problem-solving approach with sound decision-making capabilities. Highly resourceful team player with the ability to work independently. Ability to accept and apply constructive feedback. Demonstrates the highest level of discretion and confidentiality. 5 days a week on-site, with evening hours expected. Why Join CBC? At CBC, we believe in fostering a workplace that empowers you to thrive professionally and personally. Joining our team means becoming part of a mission-driven organization where collaboration, innovation, and growth are at the heart of everything we do. Together, we create meaningful change in the lives of individuals and families. Here’s why you’ll love being part of CBC: Generous Paid Time Off: Recharge with ample paid time off to prioritize your well-being 80 hours of paid vacation after 90 days, 120 hours after one year, 160 hours after the second year. 16 hours of personal time off each year after 90 days of service. Paid holidays, including a floating cultural holiday. 40 hours of paid sick and safe leave annually. Professional Development: Access to professional development funds managed by the finance team. Health and Wellness: Comprehensive insurance programs Long-term disability benefits and salary continuation Lactation accommodations for new parents Employee Assistance Program (EAP) for confidential support Flexible Spending Accounts (FSA) Health Savings Accounts (HSA) Life Insurance Retirement and Financial Security: Employer-sponsored retirement plan options with up to 3.5% employer matching. Work-Life Balance: Supportive workplace policies, including grievance and open-door communication. Additional Benefits: Transportation Benefit Plan (Pre-tax commuter and parking benefits) Bereavement leave for immediate family members. Voluntary Lifestyle Benefits (Pet Insurance and Legal Benefits plan) Paid leave for jury duty and voting. Collaborative Environment: Join a team that values empathy, cooperation, and mutual support, where your voice matters. Diverse Career Opportunities: Shape your career path with roles that align with your interests and aspirations. Family-Like Culture: Be part of a supportive, close-knit team that genuinely cares about your success and happiness. If you're passionate about making a meaningful impact in the lives of individuals by supporting a team that delivers exceptional psychological care, CBC is the place for you. Take the next step in your career and help transform lives with CBC. Apply today! Cognitive & Behavioral Consultants (CBC) is an equal-opportunity employer. We embrace diversity and are committed to creating an inclusive environment for all employees. #J-18808-Ljbffr

Job Title: Client Services Coordinator (Temporary) Our client, a prominent international Real Estate firm with many famous landmarks in their portfolio, is seeking a Client Services Coordinator to join their team on a temporary basis in Greenwich, CT . Job Details Answer phones/emails and greet visitors Act as an overall hospitality and client service resource Perform regular lobby inspections Set up for events, including catering coordination Provide move-in and move-out support Assist with vendor management and invoice processing Pay Rate: $21 per hour Skills and Qualifications Bachelor’s degree required Demonstrated experience in client services and general administration Customer service oriented, approachable, and level-headed Tech savvy and experienced in Microsoft Office Suite Highest standard of professionalism and discretion Dedicated to detail, with excellent writing, communications, and organizational skills *Gainor provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender (including gender identity and expression), age, national origin, immigration status, marital or familial status, citizenship status, ancestry, physical or mental disability, genetic information, reproductive health decision making, veteran or military status, or any other characteristic or status protected under applicable federal, state, or local law. #J-18808-Ljbffr

Greenlining Management is 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 & 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!
Responsibilities of the Client Services Associate:

• 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

POSITION OVERVIEW

Based in our Greenwich Office , The Client Service Associate will support a team of senior advisors working with new and existing clients. Ideal candidates will have strong communication skills, the ability to multi-task and experience in the financial services industry. Responsibilities include:

Client Relationships:

• Work with senior advisors, trading and operations to coordinate all aspects of client onboarding and ongoing account support.
• Answer phones, and route client requests appropriately.
• Respond to client questions regarding accounts, policies, and procedures.
• Process client requests (wires, checks, journals, etc.).

Data Management

• Assist the team with all non-sales related functions (clerical/administrative work).
• Maintain client communication in the contact management system.
• Process client paperwork (including communicating directly with clients to obtain all information needed).
• Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy.

PREFFERED SKILLS & EXPERTISE:

• Assist the team with all non-sales related functions (clerical/administrative work).
• Maintain client communication in the contact management system
• Process client paperwork (including communicating directly with clients to obtain all information needed)
• Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy.

Benefits include:

• Medical, Dental & Vision
• Disability & Life Insurance Programs
• 401(k) with profit-sharing
• Paid Time Off (PTO)
• Parental Leave Program
• HSA Incentive
• Reimbursement for continuing education
• Wellness Reimbursement Program

Assets: $ 32 billion

# of Employees: 402

Office Locations: Chicago, IL (HQ); Madison, WI; Northbrook, IL; Deerfield, IL; Orange County, CA; Pittsburgh, PA ; Harrisburg, PA; Sioux Falls, SD ; Ft Collins. CO; Scottsdale, AZ; Southfield, MI; Ann Arbor, MI;

Join to apply for the Client Services Coordinator role at Cognitive & Behavioral Consultants 4 months ago Be among the first 25 applicants Join to apply for the Client Services Coordinator role at Cognitive & Behavioral Consultants Get AI-powered advice on this job and more exclusive features. Organizational Founded In 2004, Cognitive & Behavioral Consultants (CBC) Is a Leading Mental Health Organization Committed To Helping Individuals And Families Thrive. CBC Specializes In Evidence-based Therapies, Providing High-quality Psychological Care To Children, Adolescents, Adults, Couples, And Families. Our Mission Is Twofold To create lasting, positive change for our clients through personalized, evidence-based treatment plans. To train and empower professionals locally, nationally, and globally to deliver top-tier care. Organizational Founded In 2004, Cognitive & Behavioral Consultants (CBC) Is a Leading Mental Health Organization Committed To Helping Individuals And Families Thrive. CBC Specializes In Evidence-based Therapies, Providing High-quality Psychological Care To Children, Adolescents, Adults, Couples, And Families. Our Mission Is Twofold To create lasting, positive change for our clients through personalized, evidence-based treatment plans. To train and empower professionals locally, nationally, and globally to deliver top-tier care. At CBC, our clinical team is renowned for their expertise in therapies such as Cognitive Behavioral Therapy (CBT), Dialectical Behavior Therapy (DBT), Acceptance and Commitment Therapy (ACT), and more. We also offer extensive training and consultation services for schools, organizations, and businesses. Our collaborative environment fosters professional growth and ensures our clinicians have the tools to excel in their practice while delivering cutting-edge treatments. Position Overview CBC is dedicated to providing exceptional support and services to our clients and team members. We are looking for a highly organized and proactive Client Services Coordinator to ensure seamless operations, provide excellent client service, and support various administrative and program functions. Responsibilities Client & Visitor Support: Provide a welcoming and efficient point of contact for clientele, CBC personnel, and visitors. Ensure the front desk is covered at all times. Monitor practice voicemail, track issues, and resolve inquiries. Assist clients, visitors, and clinicians with ad hoc requests. Administrative Support Open or close, and maintain the office. Assist with onboarding and offboarding tasks. Provide basic AV/IT support and assist with in-person trainings. Set up and coordinate refreshments for staff and large meetings. Manage the setup of chairs, tables, AV equipment, and catering. Handle client paperwork, including monitoring Jotform, creating/editing forms, uploading documents to charts, and managing closed chart processes. Process medical record requests. Facility & Equipment Management Manage supply inventory, ordering, and distribution across three facilities. Open packages and store supplies appropriately. Coordinate with vendors to resolve equipment issues and track maintenance. Ensure offices, conference rooms, reception areas, and restrooms are maintained and presentable. Coordinate repairs, vendor interactions, and landlord communications. Collect and distribute mail. Company Volunteer & Community Engagement Activities Organize, coordinate and support CBC’s engagement and outreach events, including identifying volunteer opportunities and coordinating logistics. Support with marketing and social media projects. Program & Project Management Drive administrative workflows for assigned programs. Coordinate program communications, ensuring effective dissemination of information. Gather and communicate program needs to marketing and outreach teams. Facilitate meetings by arranging schedules, creating agendas, taking minutes, and tracking action items. Manage onboarding and offboarding processes for program staff and trainees. Maintain and organize program documents, materials, and supplies. Track and maintain program data. Assist Program Directors and Coordinators with administrative tasks as needed. Ensure compliance with HIPAA regulations. Provide support to the Administrative Manager and Executive Director as required. General Support Provide assistance with administrative tasks and special projects as needed. Other duties as assigned. Working Conditions With or without reasonable accommodation, the Administrative Coordinator (AC) must possess and maintain the physical and mental capacity to perform the essential duties of the position, which may include: Frequent sitting, standing, walking, and use of hands and arms to reach, type, or handle office materials. Occasionally stooping, kneeling, crouching, or lifting and moving objects up to 25 pounds. Clear vision to read documents and computer screens, hearing and speaking for effective communication in person and via telephone, and writing skills to document and process information accurately. Mobility and manual dexterity to operate standard office equipment, such as computers, printers, and phones, within a standard office environment. Communication Requirements Effectively review, summarize, and communicate key information to support problem-solving and decision-making. Participate in meetings and present solutions, goals, and objectives to internal teams and external partners with clarity and professionalism. Complexity And Independent Action Address a range of operational and programmatic challenges by evaluating and implementing efficient solutions. Exercise independent judgment to prioritize tasks and adapt procedures to meet the dynamic needs of the role. Travel Occasional travel may be required to support off-site meetings or operational needs. Qualifications Minimum of 2 years of healthcare and administrative experience. Excellent organizational and time management skills. Strong analytical and problem-solving abilities with attention to detail. Ability to manage multiple tasks in a fast-paced, evolving environment. Excellent written and verbal communication skills. Proficiency in technology, including Microsoft Office, Google Suite, Zoom, and Apple, Canva platforms. Strong interpersonal skills and ability to build relationships with staff, vendors, patients, and professionals. Initiative, follow-through, and a strong work ethic. Proactive problem-solving approach with sound decision-making capabilities. Highly resourceful team player with the ability to work independently. Ability to accept and apply constructive feedback. Demonstrates the highest level of discretion and confidentiality. 5 days a week on-site, with evening hours expected. Why Join CBC? At CBC, we believe in fostering a workplace that empowers you to thrive professionally and personally. Joining our team means becoming part of a mission-driven organization where collaboration, innovation, and growth are at the heart of everything we do. Together, we create meaningful change in the lives of individuals and families. Here’s why you’ll love being part of CBC: Generous Paid Time Off: Recharge with ample paid time off to prioritize your well-being 80 hours of paid vacation after 90 days, 120 hours after one year, 160 hours after the second year. 16 hours of personal time off each year after 90 days of service. Paid holidays, including a floating cultural holiday. 40 hours of paid sick and safe leave annually. Professional Development Access to professional development funds managed by the finance team. Health And Wellness Comprehensive insurance programs Long-term disability benefits and salary continuation Lactation accommodations for new parents Employee Assistance Program (EAP) for confidential support Flexible Spending Accounts (FSA) Health Savings Accounts (HSA) Life Insurance Retirement And Financial Security Employer-sponsored retirement plan options with up to 3.5% employer matching. Work-Life Balance Supportive workplace policies, including grievance and open-door communication. Additional Benefits Transportation Benefit Plan (Pre-tax commuter and parking benefits) Bereavement leave for immediate family members. Voluntary Lifestyle Benefits (Pet Insurance and Legal Benefits plan) Paid leave for jury duty and voting. Collaborative Environment: Join a team that values empathy, cooperation, and mutual support, where your voice matters. Diverse Career Opportunities: Shape your career path with roles that align with your interests and aspirations. Family-Like Culture: Be part of a supportive, close-knit team that genuinely cares about your success and happiness. If you're passionate about making a meaningful impact in the lives of individuals by supporting a team that delivers exceptional psychological care, CBC is the place for you. Take the next step in your career and help transform lives with CBC. Apply today! Cognitive & Behavioral Consultants (CBC) is an equal-opportunity employer. We embrace diversity and are committed to creating an inclusive environment for all employees. Seniority level Seniority level Entry level Employment type Employment type Part-time Job function Job function Business Development and Sales Industries Mental Health Care Referrals increase your chances of interviewing at Cognitive & Behavioral Consultants by 2x Sign in to set job alerts for “Client Services Coordinator” roles. 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Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr