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client support associate

BankUnited

<div><div>SUMMARY: The primary goal of the Commercial - PB Support Associate position is to support the sales and service excellence objectives of the New York Banking Operations.</div>
<div></div><div>ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
<ul><li>Responds to telephone and e-mail service requests, inquiries or complaints from Private Banking clients. High volume of contact with sophisticated high net worth client base.</li>
<li>Opens new bank accounts (various types) in bank system, performs account maintenance, process check orders, processes account transactions and deposits received via mail.</li>
<li>Assists in the cross selling of bank products and services to the existing client base.</li>
<li>Pulls daily reports, including ODs, Significant Balance, and others as needed.</li>
<li>Receives and processes wire transfer instructions and functions as liaison with the Wire Room to facilitate wire transactions.</li>
<li>Prepares sales presentations, packages, and folders for sales team.</li>
<li>Ships and receives documentation, statements, and other client correspondence.</li>
<li>Composes a variety of client letters using appropriate and professional business language and handles incoming mail.</li>
<li>Sets clients up with Internet Banking and other alternative delivery services.</li>
<li>Troubleshoots client issues as needed.</li>
<li>Prepares power-point presentations and excel spreadsheets as needed in support of managers.</li>
<li>Organizes and maintains a file system and files correspondence and other records.</li>
<li>Performs assignments with established directives involving knowledge and application of policies and procedures including STOPPED policy and Private Banking procedures. Uses independent judgment in actions taken.</li>
<li>Answers and screens telephone calls for Commercial Private Bankers and arranges conference calls if applicable.</li>
<li>Researches, compiles, stores and retrieves data for presentation of reports. May prepare statistical reports.</li>
<li>Coordinates and arranges meetings, prepares agendas reserves and prepares facilities and records and transcribes records of meetings.</li>
<li>Contributes to the team effort in order to accomplish results.</li>
<li>Analyzes facts and circumstances to conclude and make recommendations for solving administrative problems within the limits or accepted practice.</li>
<li>Upon demonstration of responsibility, attention to detail and prudence in decision-making, various levels of approval authority may be granted as needed to serve the needs of the department, including wire transfer approval authority, overdraft approval authority and others. Utilizes granted approval authority within the scope of Bank policy and procedure.</li>
<li>Assists Commercial Private Bankers and Commercial - PB Team Leader with various projects.</li>
<li>Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).</li>
<li>Adheres to Bank policies and procedures and completes required training.</li>
<li>Identifies and reports suspicious activity.</li>
</ul></div><div></div><div><div>EDUCATION</div>
<div> 
Bachelor's Degree in business related field preferred</div> 
<div>EXPERIENCE</div>
<div>(Based on level)</div>
<ul><li>Commercial Private Banking Support Associate I:
<ul><li>At least two years experience as Private Banking Assistant or equivalent experience preferred</li>
<li>Experience in bank customer service capacity, dealing with high net worth client base preferred</li>
</ul></li><li>Commercial Private Banking Support Associate II: 
<ul><li>4-6 Years experience as Private Banking Assistant or equivalent experience required
</li><li>Experience in bank customer service capacity, preferably dealing with high net worth client base required</li>
</ul></li><li>Commercial Private Banking Support Associate III:
<ul><li>7-9 Years experience as Private Banking Assistant or equivalent experience required</li>
<li>Experience in bank customer service capacity, preferably dealing with high net worth client base required</li>
</ul></li></ul><div>CERTIFICATES, LICENSES, REGISTRATIONS</div>
<div><ul><li>Literate in Microsoft Outlook, Word, Excel and PowerPoint required</li>
</ul></div><div>ADDITIONAL INFORMATION</div>
<div><ul><li>Candidates residing in locations within BankUnited's footprint may be given preference.</li>
</ul></div></div>Requirements:
<div>Candidates residing in locations within BankUnited's footprint may be given preference.</div>
 
Compensation: $66,300 - $75,000 / year
 
Additional Details : Multiple Locations: NYC or Melville, New York</div>

Commercial - Private Banking Support Associate

Personified Tech

<div>Who We Are
We're Personified: a managed IT + cybersecurity services provider for campaigns, non-profits, and mission-aligned organizations. Our mission is to lead technology and security programs for our clients, enabling them to focus on their mission-critical work.
We act as an extension of our client teams &mdash; we handle all the responsibilities a traditional internal IT team would. We're in our clients' Slacks, we're on a first-name basis with them (and their pets), we're new hires' first point of contact, and we're the first stop for tech and cybersecurity issues. We aim to build trust, and we leverage this to keep the bad actors out.
We are looking for top talent as we continue to scale our team.
About the Role
The Client Support Technician role is a part-time position that provides supplemental, as-needed support to assist in running day-to-day technology operations for our clients, with a focus on helpdesk ticket response via email and Slack. This role is intended to extend team capacity during periods of increased client demand, coverage needs, or special projects and does not represent a full-time position. We expect this role to be up to 20 hours per week, during business hours, 9-6pm ET. This role is onsite with the possibility of some remote work.
The Client Support Technician is responsible for maintenance of various technologies managed by Personified on behalf of our clients. This role focuses on the administration and support of: client SaaS platforms such as Google Workspace, Microsoft 365, Slack, Zoom, Dropbox, Adobe Creative Cloud, 1Password, LastPass, etc.; macOS, Windows, ChromeOS, iOS, and Android operating systems and associated hardware; and a variety of endpoint detection and response (EDR) and universal endpoint management (UEM) platforms.
The ideal candidate is technically fluent in the modern IT stack, has strong customer service skills, can break down complex technical concepts into understandable language, is highly responsive, and is able to maintain a calm demeanor in stressful situations.
This position reports to the Director of Client Support for day-to-day coordination and escalation. Our team works across various communication platforms, including Slack, a ticketing system, and video calls, to coordinate and stay in touch throughout the day.
Client Support Technician Responsibilities
<ul><li>Solving end user issues quickly and efficiently, with a strong emphasis on providing a great service experience throughout the issue resolution process, leaving detailed notes for other staff to reference.</li><li>
Communicating with users directly via Google Meet, Zoom, or Phone Call</li><li>
Installing, configuring, and mentoring end users on client-approved software</li><li>
Maintaining and coordinating IT training support for new client staff, as requested or scheduled</li><li>
Assisting in improving existing IT automation tools and workflows</li><li>
Removing adware, spyware, and viruses as detected on client hardware</li><li>
Coordinating with client HR / Ops staff to set up accounts and workstations for new personnel</li><li>
Responding to tickets and maintaining ticket system notes to identify chronic problem areas and measure program effectiveness</li><li>
Providing coverage during peak support times, team PTO, or increased client demand</li><li>
Willingness to work outside of normal business hours on an as-needed basis</li><li>
Assist with inventory management of client-owned technology, including organizing equipment, tracking inventory levels, and supporting related tasks as needed</li><li>
Troubleshoot on-site video conferencing and network equipment (e.g., Zoom Rooms, conference cameras, microphones, switches, and wireless connectivity)</li><li>
Other duties as needed</li></ul>
Qualifications
Experience/Traits necessary to succeed in this role at Personified:
<ul><li>At least 2 years of Mac &amp; Windows help desk experience, or 3+ years of experience in customer facing, sys-admin, or similar roles</li><li>
We are seeking an individual with IT knowledge who is trustworthy, responsive, and eager to learn.</li><li>
The candidate must be comfortable interacting with end users as their primary responsibility and have a track record of proven customer service success.</li><li>
Experience in a customer-facing role, and a track record of providing great customer/client experiences.</li><li>
Previous experience supporting Google Workspace and macOS in a fast-paced environment, Microsoft 365 and PC support, and experience at an organization that used Slack as its primary communication tool are a plus.
</li><li>It's important that the individual who fills this role is a self-starter, knows how to do the research, and can pick up new systems and technical concepts quickly.</li><li>
Ability to establish and maintain key relationships with the internal team, and diverse stakeholders and partners.</li><li>
Willingness to work outside of normal business hours as required.</li><li>
Ability to work flexibly with hours varying based on business needs</li></ul>
Commitment to DEI
Personified's mission is to help advance the progressive movement. Diversity, equity, and inclusion are at the core of that mission. We value varied perspectives in working to build a more inclusive world and workplace. We believe in the power of diversity, and as we grow as a company, we are committed to creating an environment that promotes an inclusive culture and invites people of all backgrounds to join us.
Our commitment to these values is unwavering, and we strive to create and maintain a working environment that is inclusive, equitable, and welcoming.</div>

Client Support Technician - Part Time NY

Thrive

<div>Location: New York, NY (onsite 5x/week) 
 
About Us 
Thrive is an innovative technology solutions provider focused on Cyber Security, Hybrid Cloud, Global Network Management, Disaster Recovery and traditional Managed Services. Our corporate culture, engineering talent, customer-centric approach, and focus upon NextGen services help us stand out among our peers. Thrive is on the look-out for individuals who don't view their weekdays spent at 'a job' but rather look to develop valuable skills that ignite their passion and lead to a CAREER. If you're attracted to a work hard, play hard environment and seek the guidance, training and experience necessary to build a lucrative career, then welcome to THRIVE! 
 
Position Overview 
Provide technical hardware, software, and connectivity problem resolution to all client computers and users by diagnosing and walking users through step-by-step solutions; clearly communicate technical solutions in a user-friendly, professional manner; provide one-on-one end-user training as needed; assist engineers and technicians; troubleshoot printer problems; work with next level support to resolve complex issues; conduct hardware and software maintenance and reporting as needed; and perform related work as required. All work to be performed in client office. 
 
The Client Site Services Engineer will serve their primary client by going on-site to their locations, serving as deskside support and on-site support to all client issues, responding to service tickets of the client&rsquo;s requests or problems; resolves all first level end-user problems; escalates all Tier 2 problems to the next level of support for guidance and direction; contacts third-party vendors for warranty service repair and dispatch. 
 
Primary Responsibilities<ul><li>
Primary responsibilities are descriptive and not restrictive in nature</li><li>
Identifies, diagnoses, and resolves first level problems for end-users of the workstations, laptops, terminal services and Citrix sessions, end-user software and hardware, network and VPN connectivity, the Internet, server services, server drive space, validation of server error messages for escalation, and new computer technology in a call center environment; communicates solutions to end-users effectively</li><li>
Provides one-on-one end-user problem resolution for client (PC) software and connectivity.</li><li>
Ensure that all client issues and resolutions are properly documented in the defined ticketing system of either Thrive or the client as required</li><li>
Sets up and assists in the configuration of end-user PC desktop hardware, software and peripherals, both onsite and remotely</li><li>
Diagnoses and resolves end-user network or local printer problems, PC hardware problems and basic server, e-mail, Internet, VPN, and local-area network access problems</li><li>
Coordinates timely repair of PC computer equipment covered by third-party vendor maintenance agreements</li><li>
Performs minor desktop hardware repair for PC computer equipment and peripherals that are not covered by third party vendor maintenance agreements as needed</li><li>
Acts as remote hands for engineering staff onsite as needed</li><li>
Assists Network Technicians in creating materials for end-user frequently asked questions (FAQs) and procedural knowledgebase articles.</li><li>
Provides assistance to Tier 2-3 staff with problem research and documentation</li></ul> 

Qualifications<ul><li>
3+ years providing end-user support for current PC desktop and application software</li><li>
3+ years installing, upgrading, troubleshooting, and repairing personal computers in a corporate networked environment</li><li>
3+ years providing end-user support for current suite of Microsoft applications and management software</li><li>
2+ years providing support for an enterprise level userbase in either the legal or financial services industries</li><li>
CompTIA A+ Certification or equivalent experience</li><li>
CompTIA Net+ Certification or equivalent experience</li></ul>
Base Salary Range: $80K -$110K (bonus eligible) 
 
Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. 
 
Thrive is committed to providing fair and equitable compensation practices for all employees and strive to provide competitive salaries that reflect the value and skills each team member brings to our organization. Salaries are determined according to the job's scope, market data, location, and the candidate&rsquo;s qualifications, including experience and relevant education. 
 
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any other legally protected status.</div>

Client Support Engineer

FANATICS COLLECTIBLES

<div><div><h2 class="jobSectionHeader">About Us</h2>
<div><div>Fanatics is building a leading global digital sports platform. We ignite the passions of global sports fans and maximize the presence and reach for our hundreds of sports partners globally by offering products and services across Fanatics Commerce, Fanatics Collectibles, and Fanatics Betting &amp; Gaming, allowing sports fans to Buy, Collect, and Bet. Through the Fanatics platform, sports fans can buy licensed fan gear, jerseys, lifestyle and streetwear products, headwear, and hardgoods; collect physical and digital trading cards, sports memorabilia, and other digital assets; and bet as the company builds its Sportsbook and iGaming platform. Fanatics has an established database of over 100 million global sports fans; a global partner network with approximately 900 sports properties, including major national and international professional sports leagues, players associations, teams, colleges, college conferences and retail partners, 2,500 athletes and celebrities, and 200 exclusive athletes; and over 2,000 retail locations, including its Lids retail stores. Our more than 22,000 employees are committed to relentlessly enhancing the fan experience and delighting sports fans globally.</div></div></div> 
Reporting to: Senior Customer Support Associate

Location: Remote

Schedule: Full Time 


About the team:

Fanatics Collectibles is a new company working at the intersection of collectibles and technology. Backed by some of the best investors, sports properties, and operators in the world, we're integrating with Fanatics' global digital sports platform (inclusive of 900 sports relationships and more than 80 million fans) to reimagine the collectibles business. 


About the role:

Fanatics Collectibles is the licensed trading card division of Fanatics &ndash; a global digital sports platform that allows fans to Buy, Collect, and Bet. Collector Support is core to our business, reflecting the same passion as the fans we serve. These roles have historically led to advancement into Customer Experience, Product, and Brand Management. We're looking for proactive, detail-oriented individuals eager to grow within a fast-paced, evolving environment. #LI-Remote 


Senior Customer Support Associates act as escalation specialists within our broader support team, resolving high-priority issues from internal teams, social media, and executive channels. Operating remotely in US hours, Sr CSAs provide direct customer support, assist Tier 1 advisors with real-time challenges, and ensure consistent handling of public and private escalations while maintaining high service standards across channels. 


What you'll be doing:
<ul>
<li>Respond to complex and high-priority customer contacts across email, phone, and chat, applying sound judgment to drive resolution.</li>
<li>Manage escalations from internal teams, executive channels, and public-facing platforms such as X, Instagram, and Facebook.</li>
<li>Manage escalated contacts involving high-value or VIP collectors, ensuring sensitive issues are handled with discretion, urgency, and consistent executive-level support expectations.</li>
<li>Monitor social channels for brand- or exec-tagged posts, engaging publicly or via DM using assigned tools to resolve issues quickly and professionally.</li>
<li>Support daily service operations by flexing across regions to help stabilize global coverage during periods of high volume.</li>
<li>Provide peer-level guidance to Tier 1 agents, supporting workflow continuity and reinforcing best practices across shifts.</li>
<li>Maintain up-to-date knowledge of product releases, collector policies, and tooling to deliver accurate and timely support.</li>
<li>Identify, quantify, and escalate emerging or systemic issues impacting the collector experience.</li>
<li>Document all case activity thoroughly in support platforms to ensure clear handoffs and visibility.</li>
<li>Execute administrative tasks including refunds, returns, and stock allocations in accordance with regional policy.</li>
<li>Participate in process improvement efforts, providing feedback and insight to help evolve tools, workflows, and policies.</li></ul> 


What we're looking for:
<ul>
<li>Minimum 3 years of customer support or related experience, preferably in a fast-paced, high-volume environment</li>
<li>Strong understanding of the trading cards and collectibles industry, including collector behavior and product lifecycles</li>
<li>Proven ability to resolve complex or escalated issues with professionalism, empathy, and sound judgment</li>
<li>Experience handling public-facing issues, including social media support or executive-level escalations, is preferred</li>
<li>Excellent written and verbal communication skills with the ability to manage sensitive conversations across diverse customer profiles</li>
<li>Strong attention to detail and consistent documentation habits in CRM or case management systems</li>
<li>Comfortable navigating multiple platforms and tools simultaneously (Genesys, Shopify, Stripe, etc.)</li>
<li>Proficient in Microsoft Word and Excel</li>
<li>Confident working independently while contributing to team-wide priorities in a distributed, remote setting</li>
<li>Strong multitasking, prioritization, and time management abilities</li>
<li>Flexible schedule availability, including evenings, weekends, and high-demand periods (e.g., product drops, seasonal events)</li>
<li>Willingness to provide peer-level support and contribute to onboarding or process improvement initiatives</li></ul> 


Ensure your Fanatics job offer is legitimate and don't fall victim to fraud. Fanatics never seeks payment from job applicants. Feel free to ask your recruiter for a phone call or other type of communication for interview, and ensure your communication is coming from a Fanatics email address (including @collectfanatics.com). For added security, where possible, apply through our company website at www.fanaticsinc.com/careers.<div>
By submitting your application, you agree to our terms of service and acknowledge you have read our Candidate Privacy Policy.</div></div>

Senior Customer Support Associate

Mount Sinai Health System

<div>Description
Performs secretarial and general office support involving word processing, typing, telephone reception, mail distribution and record and file maintenance. Typically services are provided for an assigned department, care center or nursing unit. 
Responsibilities
1. Answers telephone, screens callers, relay messages and greets visitors.

2. Opens, sorts and prioritizes mail. Picks up and delivers materials as required.

3. Maintains records through filing, retrieval, retention, storage, coding, updating and destruction.

4. Types routine correspondence, memos, reports, minutes and other documents from dictation or handwritten copy. Proofreads typed materials and makes corrections, as needed.

5. May screen and schedule patient appointments, schedule referrals of special testing or doctors visits, and keep record of patient billing for submission.

6. Makes travel, accommodation and/or transportation arrangements.

7. Schedules and maintains calendar for meetings and/or appointments.

8. Responds to inquiries for information according to established policies. Delete Item From List

9. Gathers, assembles and categorizes data for general information purposes and special reports.

10. May process check requests and expense reimbursements.

11. Performs other related duties as necessary. 
Qualifications<ul>
<li>Associate Degree in secretarial science, Secretarial School diploma or High School Diploma/GED plus one year of related experience</li>
<li>1 year of related experience</li>
</ul> 
Employer Description
Strength through Unity and Inclusion

The Mount Sinai Health System is committed to fostering an environment where everyone can contribute to excellence. We share a common dedication to delivering outstanding patient care. When you join us, you become part of Mount Sinai&rsquo;s unparalleled legacy of achievement, education, and innovation as we work together to transform healthcare. We encourage all team members to actively participate in creating a culture that ensures fair access to opportunities, promotes inclusive practices, and supports the success of every individual.

At Mount Sinai, our leaders are committed to fostering a workplace where all employees feel valued, respected, and empowered to grow. We strive to create an environment where collaboration, fairness, and continuous learning drive positive change, improving the well-being of our staff, patients, and organization. Our leaders are expected to challenge outdated practices, promote a culture of respect, and work toward meaningful improvements that enhance patient care and workplace experiences. We are dedicated to building a supportive and welcoming environment where everyone has the opportunity to thrive and advance professionally. Explore this opportunity and be part of the next chapter in our history.

About the Mount Sinai Health System:

Mount Sinai Health System is one of the largest academic medical systems in the New York metro area, with more than 48,000 employees working across eight hospitals, more than 400 outpatient practices, more than 300 labs, a school of nursing, and a leading school of medicine and graduate education. Mount Sinai advances health for all people, everywhere, by taking on the most complex health care challenges of our time &mdash; discovering and applying new scientific learning and knowledge; developing safer, more effective treatments; educating the next generation of medical leaders and innovators; and supporting local communities by delivering high-quality care to all who need it. Through the integration of its hospitals, labs, and schools, Mount Sinai offers comprehensive health care solutions from birth through geriatrics, leveraging innovative approaches such as artificial intelligence and informatics while keeping patients&rsquo; medical and emotional needs at the center of all treatment. The Health System includes more than 9,000 primary and specialty care physicians; 13 joint-venture outpatient surgery centers throughout the five boroughs of New York City, Westchester, Long Island, and Florida; and more than 30 affiliated community health centers. We are consistently ranked by U.S. News &amp; World Report's Best Hospitals, receiving high &quot;Honor Roll&quot; status, and are highly ranked: No. 1 in Geriatrics, top 5 in Cardiology/Heart Surgery, and top 20 in Diabetes/Endocrinology, Gastroenterology/GI Surgery, Neurology/Neurosurgery, Orthopedics, Pulmonology/Lung Surgery, Rehabilitation, and Urology. New York Eye and Ear Infirmary of Mount Sinai is ranked No. 12 in Ophthalmology. U.S. News &amp; World Report&rsquo;s &ldquo;Best Children&rsquo;s Hospitals&rdquo; ranks Mount Sinai Kravis Children's Hospital among the country&rsquo;s best in several pediatric specialties. The Icahn School of Medicine at Mount Sinai is ranked No. 11 nationwide in National Institutes of Health funding and in the 99th percentile in research dollars per investigator according to the Association of American Medical Colleges. Newsweek&rsquo;s &ldquo;The World&rsquo;s Best Smart Hospitals&rdquo; ranks The Mount Sinai Hospital as No. 1 in New York and in the top five globally, and Mount Sinai Morningside in the top 20 globally.

Equal Opportunity Employer

The Mount Sinai Health System is an equal opportunity employer, complying with all applicable federal civil rights laws. We do not discriminate, exclude, or treat individuals differently based on race, color, national origin, age, religion, disability, sex, sexual orientation, gender, veteran status, or any other characteristic protected by law. We are deeply committed to fostering an environment where all faculty, staff, students, trainees, patients, visitors, and the communities we serve feel respected and supported. Our goal is to create a healthcare and learning institution that actively works to remove barriers, address challenges, and promote fairness in all aspects of our organization. 
Compensation
The Mount Sinai Health System (MSHS) provides salary ranges that comply with the New York City Law on Salary Transparency in Job Advertisements. The salary range for the role is $18.0353 - $25 Hourly. Actual salaries depend on a variety of factors, including experience, education, and operational need. The salary range or contractual rate listed does not include bonuses/incentive, differential pay or other forms of compensation or benefits.</div>

Offsite Administrative Support- Call Center, Hicksville, Long Island, New York, Full Time, Days

Morgan Stanley

<div>FID Client Strats | Senior Associate / Vice President 
The FID Client Strats team is seeking a highly motivated Senior Associate or Vice President to support the Securitized Products Group (SPG) sales organization
This role sits at the intersection of sales, trading, data, and technology, partnering closely with SPG sales leadership and senior stakeholders in New York and globally. The SPG Client Strat will help drive day‑to‑day sales strategy and execution by translating market intelligence, client insight, and large, complex datasets into clear priorities and actions. A core focus of the role is improving sales effectiveness through advanced analytics, automation, and the thoughtful application of AI‑enabled tools.
Role Profile
<ul><li>Partner with SPG sales leadership to shape client coverage strategy, prioritization, and preparation for key client interactions, using data‑driven insights and analytical frameworks.
</li><li>Design, build, and maintain analytical tools, dashboards, and workflows to support sales strategy, client engagement, and management decision making.
</li><li>Analyze and synthesize market activity, client behavior, and product trends across securitized products, distilling complex signals into actionable insights.
</li><li>Identify and drive opportunities to improve efficiency and quality of decision making through automation, advanced analytics, and AI‑supported tools.
</li><li>Support and enhance recurring sales workflows, including client analysis, activity tracking, and preparation of sales and management materials.
</li><li>Collaborate closely with technology, data, and business partners to test, adopt, and scale new capabilities that improve sales productivity and insight generation.
</li><li>Coordinate across sales, trading, and other internal teams to ensure alignment on SPG priorities and strategic initiatives.
</li></ul>Skills &amp; Experience
<ul><li>Strong understanding of securitized products and institutional client dynamics, with the ability to connect market structure and client behavior to analytics and tooling.
</li><li>Advanced technical, analytical, and coding skills, with experience building solutions (e.g., scripts, models, dashboards, or tools) that translate complex data into clear, actionable insights for senior stakeholders.
</li><li>Proven experience working with data platforms, analytics tools, and productivity solutions in a front‑office or client‑facing context.
</li><li>Demonstrated interest in, and practical application of, automation, AI, and advanced analytics to improve day‑to‑day workflows, decision making, and business processes.
</li><li>Strong written and verbal communication skills, with the ability to explain technical concepts clearly to sales, trading, and senior leadership audiences.
</li><li>Highly organized, proactive, and comfortable operating in a fast‑paced environment, managing multiple priorities while maintaining a builder&rsquo;s mindset.
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $150,000 - $200,000 per year for Associate and $225,000 - $250,000 for Vice President , at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .</div>

Client Strats - Fixed Income - Senior Associate / Vice President

Atrium

<div>
 
 Client Overview
 
 
 
 Our client is a dynamic organization focused on delivering exceptional customer service and innovative solutions. The company values diversity and fosters a collaborative, growth-oriented environment. They are currently looking to add a
 
 Customer Experience Associate
 
 to their team. Employees are encouraged to develop their skills and advance their careers.
 
 
 
 Salary/Hourly Rate
 
 
 
 $20/hr - $25/hr DOE
 
 
 
 Position Overview
 
 
 
 The Customer Experience Associate interacts with customers to provide information, address inquiries, and ensure customer satisfaction. This role requires strong communication skills, attention to detail, and the ability to manage multiple tasks effectively in a fast-paced environment.
 
 
 
 Responsibilities Of The Customer Experience Associate
 
 
 
 <ul>
 <li>
 Cheerfully respond to customer questions by phone, email, or in person.
 </li>
 <li>
 Provide information about products and services.
 </li>
 <li>
 Enter orders, process account changes, and resolve complaints.
 </li>
 <li>
 Maintain accurate records of customer interactions.
 </li>
 <li>
 Refer unresolved issues to the appropriate departments.
 </li>
 <li>
 Recommend improvements to enhance customer satisfaction.
 </li>
 <li>
 Process payments, refunds, and billing adjustments.
 </li>
 <li>
 Prepare documentation for contracts and transactions.
 </li>
 <li>
 Support sales of additional products or services.
 
 
 </li>
 </ul>
 
 Required Experience/Skills for the Customer Experience Associate:
 
 
 
 <ul>
 <li>
 Active listening and clear communication.
 </li>
 <li>
 Strong organizational and multitasking abilities.
 </li>
 <li>
 Proficiency with computers and CRM software - Zendesk, Salesforce, or similar.
 </li>
 <li>
 Ability to handle strict deadlines and repetitive tasks.
 </li>
 <li>
 Experience dealing with challenging customer situations.
 </li>
 <li>
 Attention to accuracy and detail.
 
 
 </li>
 </ul>
 
 Preferred Experience/Skills for the Customer Experience Associate:
 
 
 
 <ul>
 <li>
 Previous customer service experience (6 months to 1 year).
 </li>
 <li>
 Familiarity with billing, account management, or sales support.
 </li>
 <li>
 Experience in a hybrid or remote work environment.
 
 
 </li>
 </ul>
 
 Education Requirements:
 
 
 
 <ul>
 <li>
 High school diploma or a GED is required.
 
 
 </li>
 </ul>
 
 Benefits:
 
 
 
 <ul>
 <li>
 Atrium Care Package available, upon eligibility (including healthcare plans, discount programs, and paid time off).
 
 
 </li>
 </ul>
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 As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
 
 
 EOE/M/F/D/V/SO
 
 
 Position ID: 391007
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Customer Experience Associate - 391007

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