client service associate

Mariner Wealth Advisors

<div><p><b>Responsibilities
</b><br>
Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
<br>
Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
<br>
Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
<br>
Understand the client&rsquo;s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
<br>
Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
<br>
Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
<br>
Perform other duties as assigned
</p><p><b>Qualifications
</b><br>
High school diploma required; bachelor&rsquo;s degree preferred
<br>
Financial services experience or applicable internship experience
<br>
Wealth management experience a plus
</p><p><b>Skills and Knowledge
</b><br>
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
<br>
Experience with eMoney a plus
<br>
Positive attitude toward client relations to provide exceptional, proactive client service
</p><p>LPL Financial/Client Works experience
<br>
Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
<br>
Strong verbal and written communication skills are essential to effective client relationships
<br>
Highly organized with strong analytical skills
<br>
Able to work in a team environment
<br>
<br>
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.<br>
</p><p><br>
Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $60,000.00/year to $85,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.
<br>
<br>
#LI-SU1
</p><p>#LI-REMOTE
</p><p>EOE/M-F/D/V</p></div>

Client Service Associate, Independent Advisors

Guidepoint

<div>
 <strong>
  Overview:
  <br/>
  <br/>
 </strong>
 The Client Service team connects Guidepoint&rsquo;s clients with subject-matter experts to better inform their business decisions. They take the time to understand each client&rsquo;s specific research needs and deliver the experts closest to the topic, often within hours.
 <br/>
 <br/>
 <strong>
  Play a vital role in Guidepoint&rsquo;s success.
  <br/>
  <br/>
 </strong>
 As an Associate on the Client Service team, you will understand your client&rsquo;s unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over 1,625,000 Guidepoint Advisors, determining which ones are best suited to speak with the client. For many of our employees, the Associate role provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines.
 <br/>
 <br/>
 <strong>
  This is a hybrid position out of our Dubai office.
  <br/>
  <br/>
 </strong>
 <strong>
  AL APPLICANTS MUST HAVE THE RIGHT TO WORK IN THE UAE
  <br/>
  <br/>
 </strong>
 <strong>
  Interview Process:
 </strong>
 <br/>
 <br/>
 <ul>
  <li>
   Meet your Guidepoint Recruiter!
  </li>
  <ul>
   <li>
    Initial Candidate Screen
   </li>
  </ul>
  <li>
   Mock Assessment (Role dependent)
  </li>
  <ul>
   <li>
    Complete a simulated client request and gain more insight into the role
   </li>
  </ul>
  <li>
   Meet the Guidepoint Teams!
  </li>
  <ul>
   <li>
    Discuss your assessment with the Guidepoint teams
   </li>
  </ul>
  <li>
   Meet the Department Head!
  </li>
  <ul>
   <li>
    Hiring Manager Interview
   </li>
  </ul>
  <li>
   Interview Process Outcome
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Who We Are:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Team-oriented and collaborative
  </li>
  <li>
   Hard-working professionals who strive for excellence
  </li>
  <li>
   Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients
  </li>
  <li>
   Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint
  </li>
  <li>
   Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What You Will Own:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Work with Project Managers to develop strategies for satisfying each client project request
  </li>
  <li>
   Utilize LinkedIn, press releases, case studies, and the internet to identify the best experts for our clients to get their strategic or investment questions answered
  </li>
  <li>
   Identify the best leads and invite them to join our network to participate in consultations with our clients
  </li>
  <li>
   Screen experts to determine their suitability for each specific client project and develop professional profiles to present to your clients
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Experience You Will Bring:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s degree
  </li>
  <li>
   Previous internship/volunteering/extra-curriculars
  </li>
  <li>
   Work authorization required
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Skills You Will Bring:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Desire to work in a sourcing/lead generation type of role
  </li>
  <li>
   Ability to work in a fast-paced, results-oriented environment
  </li>
  <li>
   Excellent time management and organizational skills
  </li>
  <li>
   Outgoing personality with the ability to speak with people at all professional levels
  </li>
  <li>
   Intellectual curiosity and desire to learn
  </li>
  <li>
   Excellent written and verbal communication skills
  </li>
  <li>
   Demonstrated ability to work both individually and as part of a team
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What We Offer:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Offices within the heart of Dubai at the DIFC
  </li>
  <li>
   A progression plan for career growth
  </li>
  <li>
   Private medical insurance (including dental)
  </li>
  <li>
   Opportunities to participate in Guidepoint CSR programs
  </li>
  <li>
   Fun team events, activities, and office-wide outings
  </li>
  <li>
   Stocked pantry and breakfast offerings
  </li>
  <li>
   WFH flexibility on Fridays
  </li>
  <li>
   Easy access to metro and public transport
  </li>
  <li>
   Nurturing, close-knit office environment
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Guidepoint:
  <br/>
  <br/>
 </strong>
 Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients&rsquo; decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action.
 <br/>
 <br/>
 Backed by a network of nearly 1.75 million experts, and Guidepoint&rsquo;s 1,600 employees worldwide we inform leading organizations&rsquo; research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.
 <br/>
 <br/>
 At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience.
 <br/>
 <br/>
</div>


Associate, Client Service

<p></p><div><div><p><b>About the role</b></p>
<p>
Location &ndash; Gurugram</p>
<p>
GLG is seeking Associates who are excited to learn and excel at best-in-class client service in a strong performance-driven, merit-based, and team-oriented environment.</p>
<p>
Associates are the engine driving GLG&rsquo;s Insight Network &ndash; the world&rsquo;s largest and most varied source of first-hand expertise. The Associate role involves fast-paced communication, working directly as thought partners with leading professionals &ndash; think top financial services firms, consultancies, and corporations &ndash; to connect them to the insight they need to get ahead.</p>
<p>
Associates should have a natural curiosity, strong critical thinking skills, and a competitive spirit to win for clients. Armed with those qualities, you&rsquo;ll go through our robust onboarding, apprenticeship, and training programs so that you can grow and hone the skills needed to succeed, including having agency over project delivery, client relationship-building, and expert engagement. In just a few months, you will be owning the project lifecycle, speaking frequently with leading clients and experts &ndash; all while receiving continued coaching and mentoring from your team to help you develop top-tier project management and communication skills.</p>
<p><b>
Specific responsibilities include (but are not limited to):</b></p>
<ul>
<li>Engaging with clients to build relationships, deliver tailored support, and deploy custom solutions that enable our clients to win</li>
<li>Owning client projects from start to finish &ndash; that includes scoping a project, searching for and/or recruiting the right expert(s), and delivering high-quality outcomes to both our clients and our experts</li>
<li>Collaborating with colleagues, your manager, and internal stakeholders to bring GLG&rsquo;s full product suite to the table so that we can maximize commercial outcomes, grow revenue, and ensure retention of existing accounts</li>
<li>Upholding GLG&rsquo;s compliance framework and embracing our company values</li>
</ul>
<p><b>As an Associate, you will have the opportunity to:</b></p>
<ul>
<li>Excel in a fast-paced, demanding, and highly collaborative environment with colleagues around the world</li>
<li>Develop and refine strong, transferable business skills, including client service, communication, negotiation, critical thinking, and project management</li>
<li>Cultivate account management and commercial skills through direct client relationship building and responsive service.</li>
<li>Collaborate with colleagues on and across both regional and global teams to contribute to revenue and broader commercial success.</li>
</ul>
<p><b>An ideal candidate will have the following:</b></p>
<ul>
<li>Bachelor&rsquo;s degree or higher (required)</li>
<li>0-3 years of work experience in client-facing, sales, or account management roles</li>
<li>Demonstrated critical thinking and creative problem-solving skills</li>
<li>Excellent communication and interpersonal skills, including comfort with phone-based outreach</li>
<li>Ability to work independently and collaboratively, in an ever-changing and fast-paced environment</li>
<li>Receptive to close coaching and feedback</li>
<li>Ability to multitask and prioritize effectively, while ensuring an attention to detail
</li></ul><p>Hustle and tenacity that drives you to go above and beyond to delight clients
</p><ul><li>Appreciation for data and understanding the numbers
</li></ul><p>The candidate must be Flexible to work during early morning, evening, or night shifts as our operations follow a 24/5 model, with each shift spanning 9 hours</p>
<p></p>
<div><p><b>About GLG / Gerson Lehrman Group</b></p>
<p>
GLG is the world&rsquo;s insight network. Our clients rely on GLG&rsquo;s global team to connect with powerful insight across fields from our network of approximately 1 million experts (and the hundreds of new experts we recruit every day).</p>
<p>
We serve thousands of the world&rsquo;s best businesses, from Fortune 500 corporations to leading technology companies to professional services firms and financial institutions. We connect our clients to the world&rsquo;s largest and most varied source of first-hand expertise, including executives, scientists, academics, former public-sector leaders, and the foremost subject matter specialists.</p>
<p>
GLG&rsquo;s industry-leading compliance framework allows clients to learn in a structured, auditable, and transparent way, consistent with their own internal compliance obligations and the highest professional ethical standards. Our compliance standards are a major competitive differentiator and key component of the company&rsquo;s culture.</p>
<p>
To learn more, visit www.GLGinsights.com.</p>
<p>
Gerson Lehrman Group, Inc. (&ldquo;GLG&rdquo;) is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, race, religion, color, marital status, disability, gender, national origin, sexual orientation, veteran status, or any classification protected by federal, state, or local law.</p></div></div></div>

Associate, Service – Global PSF

Christian Dior

<div></div><ul><li><div><div>Position</div><div>
</div><div>
<h2 class="jobSectionHeader"><b>JOB TITLE: Sales Associate
</b></h2><h2 class="jobSectionHeader"><b>JOB PURPOSE </b><b>:
</b></h2><p>The Sales Associate is responsible for delivering best in class client service, achieving individual sales goals, building lasting client relationships through mastery of product knowledge and selling ceremonies as well as understanding Boutique operating processes.
</p></div></div></li><div></div><li><div><div>
Job responsibilities</div><div>
</div><div>
<h2 class="jobSectionHeader"><b>Tasks &amp; responsibilities
</b></h2><p><b>Sales Performance:
</b></p><ul><li>Achieve and exceed individual Sales Goals and Key Performance Indicators (KPI) including, Individual Sales Volume, Units per Transaction (UPT) &amp; Average Dollar per Transaction (ADS)
</li><li>Maintain a strong drive for results and a positive, team first attitude at all times
</li></ul><h2 class="jobSectionHeader"><b>Client Development:
</b></h2><ul><li>Ensure a welcoming client focused environment, which includes offering best in class service, in person, over the phone and through electronic communication
</li><li>Develop local and international client book with the ability to recruit and develop top clients
</li><li>Demonstrate strong product expertise, engage clients through the details and stories of our products
</li><li>Problem solve in partnership with leadership team to ensure that each client issue is accurately resolved to the benefit of the business
</li></ul></div></div></li><div></div><li><div><div>
Profile</div><div>
</div><div>
<h2 class="jobSectionHeader"><b>Boutique Operations:
</b></h2><ul><li>Support floor moves, merchandising, visual merchandising, and housekeeping as needed
</li><li>Help locate merchandise at other Boutiques for clients, accurately process charge-send sales per Company guidelines
</li><li>Responsible for individual stock assignments, including organizing stock on floor and in the heart of the house
</li><li>Participate in all inventory and cycle counts and protect the assets of the Boutique through understanding and following operating procedures
</li><li>Assist in packing or wrapping customers&rsquo; merchandise, when necessary
</li></ul><h2 class="jobSectionHeader"><b>Requirements
</b></h2><ul><li>At least 3 years of Retail Sales and Client Service experience, preferably in a luxury consumer goods environment
</li><li>Strong drive for business results with a passion for creativity, fashion and the brand
</li><li>Ability to develop strong and lasting relationships with people through strong communication, organization and follow-through skills
</li><li>Provide outstanding customer service including in person, over the phone and through electronic communication
</li><li>Read, count, and write to accurately complete all business and client related documentation
</li><li>Ability to adjust priorities and manage time in a fast-paced environment, adaptable to strategies which address evolving business trends
</li><li>Ability to work varied hours/days, including nights, weekends, and holidays as needed
</li><li>Ability to operate all equipment necessary to perform the job, including phone systems, cash register, sensor-tag remover, computers, and all other office equipment.
</li><li>Can stand for extended periods, move and handle boxes of merchandise and fixtures, must be able to lift at least 30 lbs.
</li><li>Willingness to adhere to all company policies, procedures, regulations, and standards
</li></ul></div></div></li><p></p><li><div><div>
Additional information</div><div>
</div><div>
<p><i>The selected candidate will be offered a salary within the range of $24.00 - $26.00 per hour, plus bonus eligibility. The salary offered will be dependent upon the candidate&rsquo;s relevant skills and experience. Christian Dior Inc. offers comprehensive benefit plans such as medical, dental, vision, Flexible Spending Accounts, and short and long-term disability. Additional employee perks include, but are not limited to employee discount program, various paid time off, volunteer time off, holidays, mental health and wellbeing support, family friendly benefits, reproductive health care, child and elder care services, commuter benefits, 401k plans with an employer contributions matching plan, employee referral program, and more.
</i></p><div><b>ADDITIONAL INFORMATION
</b></div><p>Christian Dior was the designer of dreams. In founding his House in 1947, marked by the revolution of the New Look, he metamorphosed his reveries into wonderful creations. Christian Dior Couture, the Houst of Dreams, is recognized for its French heritage and vibrant culture sublimating its unique Savoir-faire and Creativity through empowering &quot;metiers d&rsquo;art&rdquo;. Our Maison is a destination for sustainable growth &amp; success where we shape the future of our Talents in a positive, authentic &amp; generous environment. We bloom &amp; deliver excellence with passion, determination, courage &amp; optimism to offer meaningful &amp; daring codes.
</p><p>; font-size: 14px;&quot;&gt;Christian Dior Couture is part of the LVMH Group, where People Make the Difference. We value, celebrate, and welcome each unique talent and strive to create an inclusive environment providing all employees a sense of purpose. Beyond your role, we recognize the importance and passion of creating communities with shared values that enrich and impact beyond our organization. As an employee, you will have an opportunity to engage in our employee-led communities such as Sustainability, Diversity, Equity and Inclusion, and Corporate Social Responsibility.
</p><p>; font-size: 14px;&quot;&gt;Christian Dior Couture provides equal employment opportunities to all employees as part of the LVMH Group, which attaches great importance to ensuring that its Maisons and their partners share a set of common rules, practices, and principles with respect to ethics, social responsibility, and protection of the environment.</p></div></div></li></ul>

Sales Associate - Ala Moana

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>Job Description</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>
What is the opportunity?</b></p><p>
Embrace RBC Wealth Management&rsquo;s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.</p><p></p><p>
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.</p><p></p><p><b>
What will you do?</b></p><ul><li>
Build and maintain professional relationships with clients by assisting them and answering account questions.</li><li>
Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.</li><li>
Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.</li><li>
Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH&rsquo;s in a timely manner.</li><li>
Maintain confidentiality in accordance with RBC&rsquo;s Code of Conduct.</li></ul><p><b>
What do you need to succeed?</b></p><p><b>
Must-have</b></p><ul><li>
Bachelor&rsquo;s degree or job-related experience</li><li>
Strong soft skills including verbal and written communication, people, organizational, and client service skills</li><li>
Attention to detail coupled with the mindset of how you can make advisors more efficient and effective</li><li>
Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire</li><li>
Ability to adapt to a rapidly changing business and technology environment</li></ul><p></p><p>
 <b>Nice-to-have</b></p><ul><li>
Current FINRA registrations</li><li>
Financial services experience</li></ul><p></p><p><b>
What&rsquo;s in it for you?</b></p><p>
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.</p><ul><li>
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable</li><li>
Leaders who support your development through coaching and managing opportunities</li><li>
Ability to make a difference and lasting impact</li><li>
Work in a dynamic, collaborative, progressive, and high-performing team</li><li>
Flexible work/life balance options</li><li>
Opportunities to do challenging work</li><li>
Opportunities to take on progressively greater accountabilities</li><li>
Access to a variety of job opportunities across business</li></ul><p></p><p><b>
Job Skills</b></p>
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities<p></p><p><b>
Additional Job Details</b></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Address:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
1 COWBOYS WAY:FRISCO<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
City:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Frisco<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Country:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
United States of America<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Work hours/week:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
40<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Employment Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Full time<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Platform:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
WEALTH MANAGEMENT<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Job Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Regular<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Pay Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Salaried<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Posted Date:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
2025-09-16<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Application Deadline:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>
Note</b><b>:</b> <i>Applications will be accepted until 11:59 PM on the day prior to the application deadline date above</i></p><p></p><p><b>
I</b><b>nclusion</b><b> and Equal Opportunity Employment</b></p><p></p><p>
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.</p><p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Join our Talent Community</b><br>
<br>
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.<br>
<br>
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>

Client Associate

Flexjet, LLC.

<div><div>The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure timeliness of billing/receivables, accuracy of administering contract terms as well as any potential non-payment/collections issues that may arise. This position manages inquiries from clients and ensures they are addressed timely and accurately. The role will support many other departments in the organization as needed to resolve any customer concerns.<br>
<b>DUTIES &amp; RESPONSIBILITIES</b><br>
<ul><li>Respond to internal colleagues providing details and data regarding client contract information</li><li>Review and communicate to client requests and questions in regard to their unique contracts and client bills</li><li>Demonstrated ability to think strategically, identify and solve difficult business problems</li><li>Ability to gather and analyze data and draw logical conclusions</li><li>Executing daily/weekly/monthly billing cycle activities including invoice processing, utilization reports, revisions, quality assurance checks to ensure compliance with client&rsquo;s contracted agreement</li><li>Responsible for collections of unpaid receivables as needed</li><li>Partner with Management to resolve client issues</li><li>Follow all internal controls and processes while assisting in month-end and other periodic close reconciliations</li><li>Review monthly reports, collections and variance reports collaborating with finance to take necessary action for correction.</li><li>Assist with training and mentorship of new team members</li><li>Account management of top tier clients, high risk clients</li><li>Additional support and quality checks for key accounts and new program roll outs</li><li>System Expert / IT Testing Support</li><li>Perform other related duties and responsibilities as assigned by Manager.
</li></ul></div><div><b>EDUCATION &amp; EXPERIENCE</b><br>
<ul><li>Bachelor&rsquo;s/Associate&rsquo;s degree in related field and preferred experience in accounting, accounts receivable, or a combination of education and experience.</li><li>2-3 years of customer service experience in a high-end service industry</li><li>Strong computer and software skills, including Microsoft Office Suite Applications (Excel, Outlook, etc.)</li><li>Strong documentation skills</li><li>Ability to prioritize and handle multiple inquiries/requests quickly</li><li>Working proficiency with Oracle suite is preferred.</li></ul></div>
<div><b>REQUIRED SKILLS &amp; QUALIFICATIONS</b><br>
<ul><li>Must possess the legal ability to work in the United States</li><li>Ability to interface successfully with all levels of professionals and company leadership</li><li>Works effectively and cooperatively with others; establishing and maintaining good working relationships</li><li>Desire to work in an autonomous role knowing all the while among a strong supportive team of colleagues and management</li><li>Ability to respond calmly, and handle customer demands</li><li>Keeps up with current developments and trends in areas of expertise</li><li>Good problem-solving skills</li><li>Ability to work both independently and in a team environment</li><li>System oriented</li><li>Deadline driven</li><li>Organized</li><li>Ability to respond calmly, and handle customer demands</li></ul></div>
<div><b>ENVIRONMENT
</b><br>
<ul><li>This role is onsite</li></ul></div>
<p>#LI-MM1</p></div>

Client Services Associate

Accenture

<p><b>Skill required:</b> Retirement Solutions - Data Entry Services<br>
<b>Designation:</b> Customer Service Associate<br>
<b>Qualifications:</b>Any Graduation
<br>
<b>Years of Experience:</b>1 to 3 years
<br>
<b>About Accenture</b><br>
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song&mdash; all powered by the world&rsquo;s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
<br>
<b>What would you do?</b> The Client Services Manager I (CSM I) is responsible for ensuring institutional client satisfaction across markets by managing specific daily administrative, operational and record keeping functions of institutional clients through tactical day-to-day support for client service and business development. Key Responsibilities and Duties &middot; Services clients, drives best practices, and improves client outcomes through excellent customer service and operational excellence. &middot; Respond to client service needs and own end to end identified tasks through a centralized service model. &middot; Provides operational and administrative support including but not limited to online remittance support, file exchange, involuntary distributions, lost earnings calculations, plan document and plan design support, plan remediations, Builds institutional knowledge and relationships while enhancing functional understanding of TIAA services and products. &middot; Submits and tracks service request work items appropriately in partnership with business partners. Must have/ minimum requirement. &middot; US Retirement Services domain &ndash; Defined Contributions - Institutional Services &middot; Experience in US Monetary Process (Contributions, Distributions, Refunds, Forfeitures, Loans, Adjustments etc.) &middot; US Retirement Middle Office / Plan Level documentation knowledge preferred in addition to experience in participant services. Knowledge of handling Participant Census data. &middot; Review and updates plan configuration fields. &middot; Good Attention to detail with research and timely resolution ability. &middot; Ability to work in centers of excellence model. &middot; Excellent written communication skills &middot; ASPPA Certified (Preferred) &middot; CRPS (Preferred)<br>
<b>What are we looking for?</b> Assist Client Facing personnel on middle office and back-office activities. &middot; Support Plan Sponsors and Administrators on plan level activities that include but are not limited to contribution services, withdrawals &amp; distributions, loans, reporting &amp; Recordkeeping system updates, involuntary distributions and lost earnings calculations &bull;Support clients on research and resolution of issues related to benefit services like Eligibility Services, Online Salary Deferral &amp; Enrollments, Auto Services, Vesting calculations. &middot; Support Plan Management activities like Plan Document Services, Plan reporting &amp; audit, Adjustments and remediations, Participant escalations, plan focus support. &middot; Assist clients in correction of any plan / participant level data issues. &middot; Co-ordinate between client facing and operations teams to resolve client issues/escalations. Skillset: &middot; Graduate (mandatory), preferably from commerce background &middot; Experience in the US retirement industry. &middot; Flexible to work in US Shifts (Across time zones based on business requirement) is a must. &middot; Good verbal &amp; written communication skills in English &middot; Good typing skill and attention to detail. &middot; Good working knowledge of MS Excel &middot; Good time management skills &middot; Ability to work independently
<br>
<b>Roles and Responsibilities:</b> &bull;Work Experience &middot; 3+ Years Preferred</p>
<br>
Any Graduation

Customer Service Associate

Search 10000+ Client service associate jobs near you this September. New roles added regularly across leading industries. Apply today.