client associate

DeMarco Financial Group

DeMarco Financial Group is an independently owned practice supported by Raymond James Financial Services. This means you&rsquo;ll work in a small-team environment while benefiting from the systems, compliance, and technology of a major financial institution.DeMarco Financial Group provides personalized financial planning based on client goals, time frame and their particular tolerance for risk.Under direct supervision, uses intermediate skills obtained through experience and training to assist the Financial Advisor and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision-making responsibility. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.Job SummaryDrawing on Raymond James&rsquo; long-standing reputation for excellence in the financial services industry, The DeMarco Financial Group is seeking a dynamic Client Service Associate who is motivated, detail-oriented, and a creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to the Financial Advisor, their prospective and existing clients while working with other Raymond James&rsquo; affiliates and corporate office. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at The DeMarco Financial Group could take you!Essential Duties and Responsibilities<ul><li>Services a potential moderate volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.</li><li>Works both independently and within a dynamic team environment to provide crucial support to the financial advisor, existing client relationship associate and corporate office.</li><li>With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.</li><li>Opens new client accounts and researches client and security information using internal databases and other technologies.</li><li>For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.</li><li>Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.</li><li>Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.</li><li>Creates and maintains records and files utilizing Client Relationship Management (CRM) software.</li><li>Assists Financial Advisor with marketing efforts including seminars and other client-facing events.</li><li>May enter orders at the direction of the Financial Advisor.</li><li>Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.</li><li>Performs other duties and responsibilities as assigned.</li></ul>Knowledge of<ul><li>Company&rsquo;s working structure, policies, mission, and strategies.</li><li>General office practices, procedures, and methods.</li><li>Investment concepts, practices and procedures used in the securities industry.</li><li>Financial markets, products and industry regulations.</li></ul>Skill in<ul><li>Client Relationship Management (CRM) software, or similar contact management software.</li><li>Excel, including developing spreadsheets as needed and for ongoing reporting.</li><li>Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)</li></ul>Ability to<ul><li>Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.</li><li>Analyze and research account information.</li><li>Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.</li><li>Identify time sensitive items and assess competing priorities.</li><li>Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.</li><li>Handle stressful situations and provide a high level of customer service in a calm and professional manner.</li><li>Analyze problems and establish solutions in a fast-paced environment.</li><li>Use mathematics sufficient to process account and transaction information.</li><li>Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.</li><li>Work both independently and as part of a cohesive team.</li><li>Provide a high level of customer service.</li></ul>Education/Previous Experience<ul><li>High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.</li></ul>High School (HS) (Required)*College Degree PreferredGeneral Experience - 0 to 3 monthsResidentAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels to:<ul><li>Grow professionally and inspire others to do the same</li><li>Work with and through others to achieve desired outcomes</li><li>Make prompt, pragmatic choices and act with the client in mind</li><li>Take ownership and hold themselves and others accountable for delivering results that matter</li><li>Contribute to the continuous evolution of the firm</li></ul>At Raymond James &ndash; as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Pay: $20.00 - $30.00 per hourExpected hours: 20.0 &ndash; 40.0 per weekBenefits:<ul><li>401(k)</li><li>Paid time off</li></ul>Work Location: In person

Client Relationship Associate

TechStead Pvt. Ltd.

Hiring: Global Client Relations AssociateAre you confident, energetic, and excited to begin your professional journey? Do you want to build a strong career in International Sales with proper training, guidance, and a great work environment?If yes, then Core Code Solutions has the perfect opportunity for you!We are a leading IT &amp; Software Development Company, offering a golden chance for fresh candidates to enter the world of International B2B Sales. Whether you&rsquo;re just starting out or looking for the right place to grow, this role is made for you!Job Responsibilities:<ul><li>Communicating with international clients (calls, chats, emails)</li><li>Understanding customer needs and offering the right solutions</li><li>Maintaining follow-ups professionally</li><li>Working closely with seniors to learn sales strategies</li><li>Building long-term customer relationships</li></ul>What We Offer:<ul><li>Market-competitive salary: Starting from 35,000 PKR for freshers</li><li>Conveyance Allowance</li><li>Complete Training &amp; Senior Guidance</li><li>Professional &amp; friendly work environment</li><li>Career growth opportunities</li><li>Work with clients from the USA, UK &amp; worldwide</li></ul>Who Can Apply?This role is perfect for:<ul><li>Fresh graduates starting their careers</li><li>Call center agents seeking a more professional, long-term career path</li><li>Candidates with good English communication skills</li><li>Individuals who are confident and willing to learn</li><li>Anyone wanting to step into the international sales industry</li></ul>If you believe your English communication is strong, this is your chance to shine and step into a high-potential career!Location: PECHS Block 6, Karachi Timings: 2:00 PM to 11:00 PM Working Days: Monday to FridayFor quick processing send your CV to: hr@corecodesolutions.com Or WhatsApp: +92 343 2289282Job Type: Full-timeWork Location: In person

Global Client Relations Associate

Copper.co

<div>
 Since being founded in 2018, Copper has been building the standard for institutional digital asset infrastructure with a focus on custody, collateral management, and prime services.
 
 
 Led by Amar Kuchinad, Copper's Global CEO, the firm provides a comprehensive suite of custody, trading and settlement solutions that reduce counterparty risk and bring greater capital and operational efficiency to digital asset markets. At the heart of Copper's offering is Multi-Party Computation (MPC) technology &ndash; the gold standard in secure custody. Copper&rsquo;s multi-award winning custody system is unique in that it can be connected to centralised exchanges, DeFi applications and even staking pools without the assets leaving the custody.
 
 
 Built on top of this state-of-the-art custody, ClearLoop is the first solution in the market that overcomes a growing industry challenge; counterparty risk with exchanges. This solution underpins a full prime services offering, connecting global exchanges, and enabling customers to trade and settle directly from the safety of their MPC-secured wallets. By reducing settlement time for transfers to a few milliseconds (without blockchain network dependency) and offering enhanced security measures, ClearLoop is rapidly reshaping the way asset managers trade and manage capital.
 
 
 In addition to industry-leading security certifications, Copper has one of the strongest insurance coverages in the industry from an A+ rated insurer, positioning the firm as the partner of choice for institutions seeking to safeguard their assets.
 
 
 
 Department environment
 
 
 
 The Client Operations team provides 24/7 support for our full contingent of global clients. As such, the team works on a shift pattern where you will be required to work 5 out of 7 days in a rotation (including weekends). Copper operates a 24/7 model to reflect the continuous nature of the markets and industry we serve. This approach not only ensures exceptional client service but also supports the operational demands of a global, always-on financial ecosystem.
 
 
 
 Role purpose
 
 
 
 As a Client Operations Associate in our Operations Team, you will play a crucial role in ensuring the success and satisfaction of our valued institutional clients and internal stakeholders. You will serve as the first line of defence for technical inquiries, support, troubleshooting issues, providing an exceptional client experience through expert guidance.
 
 
 
 Key Responsibilities Of The Role
 
 
 
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 Provide technical support to institutional clients, addressing their queries, troubleshooting issues, and ensuring a smooth experience.
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 Take ownership and accountability of all incoming queries and managing client expectations under time pressures.
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 Work closely with clients to understand their technical requirements.
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 Collaborate with internal stakeholders across the firm to effectively resolve client queries.
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 Gather client feedback and insights, relaying this information to our product development teams.
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 Stay up to date with industry trends and the latest market developments, ensuring you are well-equipped to address client inquiries and provide expert guidance.
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 Representing the values of Copper with the firms best interests, whilst ensuring what we do is for the benefit of the client, always acting with integrity.
 
 
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 Your Experience, Skills And Knowledge
 
 
 
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 Proven experience in a technical account management role, ideally within the cryptocurrency or financial services industry.
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 Understanding of cryptocurrency technology, blockchain, and digital assets.
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 Exceptional communication and interpersonal skills, with the ability to build rapport with clients.
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 Problem-solving mindset and the ability to troubleshoot technical issues effectively.
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 Detail-oriented and organised, with excellent project management skills.
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 Self-motivated and capable of working independently as well as collaboratively within a team.
 
 
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 Why Copper?
 
 
 
 At Copper, we keep innovation, openness, and curiosity at the centre of everything we do. Here, bold ideas get the spotlight, learning is constant, and diversity shapes our team from the ground up.
 
 
 Jump into a fast-moving, dynamic team that loves a challenge and knows how to have fun along the way. Collaboration is just as important as results&mdash;you&rsquo;ll be surrounded by smart, driven colleagues in London and across our APAC, Switzerland, UAE, and US offices.
 
 
 Hybrid working model &ndash; we believe in the value of bringing people together and at the same time we embrace the adaptability of flexibly working.
 
 
 Diversity and inclusion matter to us &ndash; they&rsquo;re woven into Copper life. From employee-led groups like Women at Copper to a committee focused on community and wellbeing, you&rsquo;ll have a network that supports you from day one. Everyone voice matters.
 
 
 If you&rsquo;re looking to ramp up your career, or keen to do something new in your field, with us, you&rsquo;ll keep moving forward.
 
 
 Ready to make your mark, keep growing, and join a supportive, dynamic team? Copper&rsquo;s the place.
 
 
 
 The interview process at Copper
 
 
 
 Our interview process is designed to be thoughtful, efficient, and engaging. While specific steps may vary slightly depending on the role, the typical journey includes:
 
 
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 Initial Screening A brief conversation with our Talent Acquisition team to explore your background, motivations, and alignment with the role.
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 Technical Interview A virtual session conducted via Microsoft Teams, where you'll engage with team members to discuss relevant skills, problem-solving approaches, and technical experience.
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 In-Person Interview A conversation focused on team dynamics, collaboration style, and any final technical questions. This may be with cross-functional peers or leadership.
 
 
 </li>
 </ul>
 Additional steps may be added based on the role's complexity or seniority. We aim to keep the process transparent and respectful of your time.
 
 
 
 Benefits
 
 
 
 In return for everything you can bring to Copper, we can offer you an exciting, challenging role in a fast-growing and dynamic business, with career opportunities and welcoming working environment. Some of our key UAE benefits are highlighted below:
 
 
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 Paid Time Off - 25days annual leave per annum in addition to local bank holidays. Employees also receive one additional day of annual leave for each year of service.
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 Private Medical Insurance
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 24/7 Employee Assistance Programme (EAP)
 
 
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 </ul>
 If you think you have everything we're looking for and more, then we'd love you to apply for the opportunity.
 
 
 
 Copper is an equal opportunity employer. We embrace diversity and equal opportunities in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be. So, bring us your experience, perspectives, and skills. It is in our differences that we will continue to grow and ensure Copper is transforming how institutional investors engage with digital assets. Copper is a Disability Confident Employer, please let us know if you have a disability.
 
 
 If you require us to provide any assistance during the recruitment process, then we would ask you to highlight this to us and we will be happy to accommodate.
 
</div>

Client Operations Associate

Future Innovations SA

At Future Innovations SA, the Customer Relations Agent is the heartbeat of our customer-focused mission. This role is essential in driving sales growth, elevating customer engagement, and building strong client partnerships rooted in integrity and innovation. As a leading force in customer experience and business development, Future Innovations SA empowers every Customer Relations Agent to deliver exceptional sales strategies while offering personalized solutions that exceed expectations.We are seeking someone who is enthusiastic, motivated, and ready to contribute to a sales-driven environment that prioritizes customer care and long-term growth. Each Customer Relations Agent will have the opportunity to make a measurable impact by combining sales expertise with strategic relationship-building to help Future Innovations SA reach new heights. You will enhance our reputation as a company built on trust, transparency, and results.What a Customer Relations Agent Will Do:<ul><li>As a Customer Relations Agent, manage existing customer accounts while driving new sales opportunities that align with client needs.</li><li>Serve as the primary point of contact between customers and Future Innovations SA to provide high-level customer service and sales solutions.</li><li>Facilitate seamless communication between clients and internal teams to ensure sales goals and activation processes are met efficiently.</li><li>Utilize sales strategies to advocate for both client success and customer satisfaction, ensuring future sales growth.</li><li>Identify customer needs and provide innovative sales recommendations for optimal outcomes.</li><li>Assist in training new Customer Relations Agents to maintain excellence and consistency across all customer and sales channels.</li></ul>Desired Traits in a Customer Relations Agent:<ul><li>Previous experience in customer relations, customer service, or sales is highly preferred.</li><li>Strong interpersonal skills and the ability to communicate sales solutions clearly and persuasively.</li><li>A proactive approach to problem-solving with a focus on achieving sales objectives.</li><li>The Customer Relations Agent should be adaptable, results-oriented, and passionate about sales and customer relationships.</li><li>Driven to exceed expectations and sales targets through outstanding customer service execution.</li></ul>Why Future Innovations SA?A Customer Relations Agent at Future Innovations SA is more than a customer support representative &mdash; they are a strategic sales driver and customer advocate. We provide comprehensive training to ensure each Customer Relations Agent has the tools to succeed in sales, build meaningful customer relationships, and grow professionally in a supportive team environment.If you&rsquo;re ready to step into a rewarding position where sales success and customer satisfaction go hand-in-hand, Future Innovations SA is your opportunity to thrive.Job Type: Full-timePay: $900.00 - $1,500.00 per weekBenefits:<ul><li>On-the-job training</li></ul>Work Location: In person

Client Relations Associate

UTF Labs

Job DescriptionWe are looking for a Female Client Service Associate who is confident, fluent in English, and experienced in Call Center or BPO operations. The ideal candidate should be a graduate, have good communication skills, and be comfortable using a computer. Candidates living near Gulshan-e-Iqbal will be preferred. Fresh female candidates are also encouraged to apply.Key Responsibilities<ul><li>Handle inbound and outbound customer calls professionally.</li><li>Communicate clearly and fluently in English.</li><li>Maintain customer records and update information in the system.</li><li>Resolve queries and provide support to customers.</li></ul>Requirements<ul><li>Female candidate (Mandatory)</li><li>Graduate (Minimum bachelor&rsquo;s degree required)</li><li>Must be fluent in English</li><li>Experience in Call Center or BPO industry preferred</li><li>Must have good computer knowledge</li><li>Must live in or near Gulshan-e-Iqbal, Karachi</li><li>Fresh graduates can also apply</li></ul>Job Type<ul><li>Full-time</li><li>Onsite (Karachi &ndash; Gulshan-e-Iqbal)</li></ul>Job Type: Full-timePay: Rs30,000.00 - Rs50,000.00 per monthWork Location: In person

Female Client Service Associate

BAYADA Home Health Care

BAYADA Home Health Care has an immediate opening for a Client Services Associate in our Mechanicsburg, PA Pediatrics and Adult Office. If you are looking for an exciting career opportunity in a growing industry, a Client Services Associate could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills in this dynamic, entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients. The Client Services Associate will: <ul> <li>Provide superior customer service and quality home care</li> <li>Focus on managing coordination of client services and emergent scheduling issues</li> <li>Build lasting relationships with clients, referral sources, payors and community organizations</li> <li>Develop strong, communicative relationships with the team</li> <li>Maintain effective fiscal management of your caseload by monitoring metrics (admissions, % Medicare, referrals rejected by reason, etc.)</li> <li>Client Services Associate will partner with Clinical Managers to provide supervision and support to field employees </li> </ul> Qualifications for a Client Services Associate: <ul> <li>Prior medical office or home care experience preferred</li> <li>4 year College degree (preferred)</li> <li>Prior supervisory experience strongly preferred</li> <li>Demonstrated record of successfully taking on increased responsibility (goal achievement)</li> <li>Ambition to grow and advance beyond current position</li> <li>Strong computer skills required (electronic medical record)</li> <li>Excellent communication and interpersonal skills</li> </ul> Why choose BAYADA? <ul> <li>BAYADA offers the stability and structure of a national company with the values and culture of a family-owned business.</li> <li> <ul> <li>Newsweek's Best Place to Work for Diversity 2023</li> <li>Newsweek Best Place to Work for Women 2023</li> <li>Newsweek Best Place to Work (overall) 2024</li> <li>Newsweek Best Place to Work for Women and Families 2023</li> </ul> </li> <li>America's greatest workplace for Women 2023 and 2024</li> <li>Forbes Best employer 2022</li> <li>Paid Weekly</li> <li>Mon-Fri work hours</li> <li>AMAZING culture</li> <li>Strong employee values and recognition</li> <li>Small team at a local office</li> <li>Growth opportunities</li> <li>BAYADA offers a comprehensive benefits plan that includes the following: Paid holidays, vacation and sick leave, vision, dental and medical health plans, employer paid life insurance, 401k with company match, direct deposit and employee assistance program</li> <li>To learn more about BAYADA Benefits, click here </li> </ul> As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates. BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here . BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

Client Service Associate- Pediatrics and Adults

rexD Private Limited

International Client Relations Associate (Auto Trading) - Morningrex D one of the world&rsquo;s largest Japanese vehicle exporters, is looking for energetic individuals to join our international sales &amp; client relations team.What We Offer:<ul><li>Salary up to 65,000 PKR + commissions in Japanese Yen</li></ul><ul><li>Health &amp; life insurance, EOBI, PF</li></ul><ul><li>30 annual paid leaves</li></ul><ul><li>Performance bonuses &amp; campaign incentives</li></ul><ul><li>Strong growth and global exposure</li></ul>Who Can Apply:<ul><li>ADP/Bachelor&rsquo;s (completed or 5th semester onward)</li></ul><ul><li>Excellent English communication skills</li></ul><ul><li>Passion for sales &amp; client interaction</li></ul>Shifts:<ul><li>Morning: 10 AM &ndash; 7 PM</li></ul><ul><li>Night: 7 PM &ndash; 4 AM</li></ul><ul><li>Saturday: 10 AM &ndash; 3 PM</li></ul>Location: Shahrah-e-Faisal, KarachiApply: recruitment.9872@rex-d.comJob Types: Full-time, FresherPay: Rs45,000.00 - Rs65,000.00 per monthWork Location: In person

International Client Relations Associate (Auto Trading) - Morning

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