356 Customer Service Representatives jobs in Huntington Station
Client Services Associate
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Base pay range$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
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#J-18808-LjbffrClient Services Associate
Posted 1 day ago
Job Viewed
Job Description
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!
Client Services Representative
Posted 1 day ago
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Job Description
About Us: Veterinary Care Group - Westbury is a compassionate and well-established veterinary clinic dedicated to providing high-quality care for pets in our community. We are looking for an enthusiastic and customer-oriented Veterinary Receptionist Client Service, Representative, Customer Service, Operations, Retail, Client, Medical
Client Services Associate
Posted 1 day ago
Job Viewed
Job Description
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!
Client Services Associate
Posted 2 days ago
Job Viewed
Job Description
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 & 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 attitudeBuild and maintain client accounts by fostering lasting relationships through direct engagementsReviewing customer interactions with management and contributing to any feedback for improving customer service experiencesStay knowledgeable about all non-profit goals to confidently address client questionsParticipate in cross-departmental training to shine as a Client Services Associate and reveal serious advancement opportunitiesWhat We Offer as a Client Services Associate:Extensive and ongoing one-on-one training designed for Client Services AssociatesOpportunities for community and charity involvementFlexible scheduling for a balanced life between work & lifeEducational & informative meetings with senior team members to enhance your customer service skillsTransparent career paths based on performanceQualifications of a Client Services Associate:High school diploma or experience relevant to a Client Services Associate roleA positive attitude and the ability to adapt to work with diverse people and teamsStrong teamwork skills and a commitment to helping clients succeedBackground in retail, restaurant, sales, or related fields is a plusA drive for leadership and a willingness to grow within the companyIf 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!
Client Services Coordinator
Posted 2 days ago
Job Viewed
Job Description
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
Client Services Associate
Posted 5 days ago
Job Viewed
Job Description
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
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!
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Client Services Associate
Posted 5 days ago
Job Viewed
Job Description
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;