client support associate

Atlantic Group

<div>
 <p>
  <strong>
   Overview
  </strong>
 </p>
 <p>
  A growing investment management organization is seeking a Client Service Associate to join its Operations team. This individual will support client account administration, investment operations, reporting, and day-to-day servicing activities for a diverse client base.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  The position offers exposure to multiple areas of the business, including client service, portfolio operations, reporting, cash management, and investment administration. The ideal candidate is detail-oriented, highly organized, and interested in building a long-term career within financial services
 </p>
 <p>
  <br/>
 </p>
 <p>
  .
 </p>
 <p>
  This role works closely with internal teams and external service providers to ensure operational excellence and a high level of client support.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Responsibilities:
  </strong>
 </p>
 <ul>
  <li>
   Support senior team members with day-to-day client servicing and operational activities.
  </li>
  <li>
   Assist with account maintenance, client requests, documentation, and administrative tasks.
  </li>
  <li>
   Prepare client communications, reports, and supporting materials for review.
  </li>
  <li>
   Monitor account activity and coordinate with custodians, administrators, and other third-party service providers.
  </li>
  <li>
   Maintain client records and ensure documentation remains accurate and up to date.
  </li>
  <li>
   Assist with onboarding activities, account updates, and compliance-related documentation.
  </li>
  <li>
   Support the execution of investment transactions, cash movements, and other operational requests.
  </li>
  <li>
   Review and process investment-related documentation and transaction instructions.
  </li>
  <li>
   Coordinate with internal teams and external partners to ensure transactions are completed accurately and on time.
  </li>
  <li>
   Track and maintain operational activity using internal systems and reporting tools.
  </li>
  <li>
   Assist with the preparation and review of client reports, account statements, and other deliverables.
  </li>
  <li>
   Support internal teams with presentations, reporting packages, and client meeting materials.
  </li>
  <li>
   Respond to inquiries from clients and external stakeholders in a professional and timely manner.
  </li>
  <li>
   Participate in process improvement initiatives and operational projects.
  </li>
  <li>
   Assist with maintaining internal controls, policies, and compliance procedures.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications:
  </strong>
 </p>
 <ul>
  <li>
   Bachelor's degree required.
  </li>
  <li>
   2-4+ years of experience within financial services, operations, client service, asset management, or a related field.
  </li>
  <li>
   Experience working in a structured financial services environment preferred.
  </li>
  <li>
   Proficiency with Microsoft Office, particularly Excel, PowerPoint, and Outlook.
  </li>
  <li>
   Excellent organizational, analytical, and problem-solving skills.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Preferred Qualifications:
  </strong>
 </p>
 <ul>
  <li>
   Exposure to investment operations, portfolio administration, trade support, or account management activities.
  </li>
  <li>
   Experience working with custodians, fund administrators, brokerage platforms, or other financial service providers.
  </li>
  <li>
   Exposure to alternative investments, private markets, or multi-asset investment environments is a plus.
  </li>
  <li>
   Experience with CRM systems, portfolio accounting platforms, or operational reporting tools is beneficial.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  #49390
 </p>
</div>


Client Services Associate (Investment Management)

TBK Bank

<div><p><b>Join TBK Bank!</b></p><p></p><p>
At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.</p><p></p><p><b>
Triumph Financial, Inc. (NASDAQ: TFIN),</b> is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.</p><p></p><h1 class="jobSectionHeader"><b>
Summary</b></h1><p>
Are you a customer-focused professional with a passion for facilitating accurate financial transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to the development and retention of customer relationships. By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities. If you're eager to take initiative, contribute to our retail branch goals, and make a meaningful impact, we invite you to become a part of our team.</p><p></p><h1 class="jobSectionHeader"><b>
Job Description</b></h1><p>
The Client Services Associate is responsible for providing prompt and accurate financial transactions in accordance with the Bank&rsquo;s policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.</p><p></p><h1 class="jobSectionHeader"><b>
Team Culture</b></h1><p>
At Triumph Financial, we are a values-driven financial service company focused on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this, we&rsquo;re &ldquo;Helping People Triumph.&rdquo;</p><p>
Treating people fairly, handling conflict with grace, and speaking the truth with humility are actions born of our convictions. Correct, consistent daily action shapes our culture, and we work at this diligently.</p><p></p><h1 class="jobSectionHeader"><b>
How You'll Spend Your Time</b></h1><ul><li><p>
Profile new and existing customers, suggesting tailored products/services.</p></li><li><p>
Provide exceptional customer service, exceeding expectations.</p></li><li><p>
Open new accounts, ensuring accuracy and timely documentation.</p></li><li><p>
Assist with Stop Payments, Debit Card Orders, and more.</p></li><li><p>
Take initiative to resolve customer issues and provide prompt feedback.</p></li><li><p>
Help maintain customer goodwill and contribute to branch goals.</p></li><li><p>
Professionally refer customers to various bank departments.</p></li><li><p>
Safeguard customer info, adhere to regulations, and maintain security.</p></li><li><p>
Process transactions while maintaining accurate records.</p></li><li><p>
Contribute to local community and bank-sponsored events.</p></li></ul><p></p><h1 class="jobSectionHeader"><b>
Education &amp; Experience Requirements</b></h1><p>
The ideal candidate should have a high school diploma or GED, be at least 18 years old, and preferably possess six to twelve months of bank teller experience. Additional desired qualities include customer service, sales, or cross-selling experience.</p><p></p><p><b>
Apply now</b> and seize the chance to provide exceptional service, build relationships, and grow in a supportive banking environment!</p><p></p><p><i>
Triumph Financial, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws.</i></p><p></p><p><b>
Compensation Range</b></p><p></p>
Hourly: $16.54 - $22.67<p></p><p><b>
We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.</b></p><p></p><h2 class="jobSectionHeader"><b>
Go on. Do it. Apply Today!</b></h2></div>

Client Services Associate

Goldeagleauctions

<p><strong>Job Title:</strong> <strong>Customer Service / Helpdesk Associate</strong><br /><br /><strong>Company:</strong> GoldEagleAuctions<br /><strong>Location:</strong> <strong>Orinda, California, United States</strong><br /><strong>Employment Type:</strong> <strong>Full-Time</strong><br /><strong>Salary:</strong> <strong>$29 - $37 USD per hour</strong><br /><br /><strong>Job Overview</strong><br /><br />GoldEagleAuctions is a leading online auction and liquidation company specialising in the sale of consumer goods, electronics, tools, home items, and surplus inventory. We provide a streamlined digital bidding experience, allowing customers to browse, bid, and purchase items directly through our online platform. We are seeking a dedicated and professional Customer Service / Helpdesk Associate to join our team. The ideal candidate will be the first point of contact for our users, providing exceptional support and ensuring a smooth and positive experience that reflects our commitment to affordability, transparency, and excellent service.<br /><br /><strong>Responsibilities</strong><br /><br />* Respond promptly and professionally to customer enquiries via email, telephone, and our online platform.<br />* Guide users through the bidding process, assist with account registration, and resolve payment-related issues.<br />* Provide clear and accurate information regarding product listings, auction rules, and our fast pickup procedures.<br />* Troubleshoot and resolve basic technical issues customers may encounter while using the website.<br />* Effectively manage and resolve customer complaints, escalating complex issues to the appropriate department when necessary.<br />* Liaise with internal teams, including logistics and warehouse staff, to coordinate customer pickups and resolve inventory questions.<br />* Maintain detailed and accurate records of all customer interactions and transactions.<br />* Actively gather customer feedback to contribute to the continuous improvement of our platform and services.<br /><br /><strong>Qualifications</strong><br /><br />* Proven experience in a customer service, helpdesk, or a similar client-facing role.<br />* Exceptional communication skills, both written and verbal, with a strong command of the English language.<br />* Excellent problem-solving skills and the ability to remain calm and patient in a fast-paced environment.<br />* Strong digital literacy and the ability to learn new software and online platforms quickly.<br />* Excellent organisational and time-management skills with the ability to handle multiple tasks simultaneously.<br />* A proactive and customer-focused attitude with a genuine desire to help others.<br />* Experience with e-commerce platforms or online auctions is highly desirable but not essential.</p>

Customer Service/ Helpdesk Associate

Triumph Financial

Client Service Associate

New look apprale 

<p>Remote Client Support Coordinator Flexible Remote Position | Permanent Opportunity We are currently growing our remote operations team and looking for professional, reliable individuals who enjoy communicating with people and helping create a positive client experience. This position involves assisting clients, coordinating virtual appointments, and maintaining organized communication with customers through company systems and scheduled interactions. What You&rsquo;ll Be Doing - Communicate with clients in a professional and friendly manner - Provide general information and assistance - Coordinate and confirm online appointments - Assist with scheduling and calendar management - Maintain accurate client records and updates - Help ensure a smooth and organized customer experience This role focuses on communication, coordination, and client support. No sales transactions or payment processing are involved. Position Details - 100% remote opportunity - Work from anywhere with a stable internet connection - Flexible scheduling options available - Monday to Friday availability preferred during business hours (EST) - 20&ndash;40 hours per week available - Long-term permanent role Compensation - Guaranteed pay starting at $17 USD/hour - Performance bonuses available - Stable and transparent compensation structure Training &amp; Support We provide full onboarding and ongoing support to help you succeed. - Structured training included - Access to internal systems and tools - Continuous guidance from the support team Requirements - Reliable computer or laptop - Stable internet connection - Headset or professional audio setup - Quiet and professional workspace Ideal Candidate - Strong communication and interpersonal skills - Organized and detail-oriented - Professional and solution-focused mindset - Comfortable working independently in a remote environment - Able to adapt quickly to new systems and processes - Comfortable navigating online platforms and software tools Why Join Us? - Fully remote flexibility - Stable long-term opportunity - Supportive and structured environment - Flexible scheduling options - Opportunity for growth and advancement If you are looking for a professional remote role focused on client communication, scheduling, and coordination, we would love to hear from you. Apply today to join our growing team.</p><p>Pay: Rs4,798.48 - Rs45,410.39 per hour</p><p>Work Location: Remote</p>

Remote Client Support Coordinator

Sears

<p></p><div><div><div><div>The Store Support Associate is responsible for providing a great Member experience, contributing to the overall financial performance of the store by adhering to operational processes in the store, including Stockroom organization, Stock Locator process, Merchandise Pick Up, Receiving, Return Processing, Item Disposition, Merchandise Return Notices, Fill Floor, Unit Integrity, Web to Store. Also responsible for resets, replenishment, Ad set and Out of Stock, Pull Lists, activities in the Footwear Department.</div>
</div><div><p><b>Responsibilities/Skills/Experience Requirements</b></p>
<div><b>JOB DUTIES/RESPONSIBILITIES:</b><br>
<ul><li>Takes ownership for enhancing the customer experience by greeting all Members in a professional and engaging manner demonstrating a Members First experience</li><li>Assist other Store Support associates with Unloading DC trucks, moves merchandise to appropriate staging locations, and maintains stockrooms in a neat, orderly, and safe manner and executes all new receipt functions</li><li>Serves Members promptly at Merchandise Pick Up</li><li>Performs Fill Floor process multiple times per day based on business need, pulling and staging merchandise both in the stockroom and on the floor</li><li>Executes Footwear Display verification and Floor Sample scans and completes follow-up actions</li><li>Locates and pulls merchandise on Out of Stock Pull List and stocks/replenishes the merchandise on the floor and performs accurate count updates and inventory adjustments</li><li>Locates and pulls merchandise and fixtures to support sales floor resets and performs all aspects of the reset</li><li>Completes minor repairs of stock and Member merchandise</li><li>Versed in the benefits of Shop Your Way, the elements of a WOW experience, and able to sell the program to Members</li><li>Adheres to merchandise and inventory protection standards.</li><li>Performs promotional ad setup and take down without error or omissions in assigned areas</li><li>Follows all store standards for backroom</li><li>Responsible for keeping the Footwear department ready all day and ensuring the sales floor is easy to shop, in stock, clean, signed and organized for customers</li><li>Adheres to merchandise protection standards</li><li>Performs other duties as assigned</li></ul><br>
<b>
REQUIRED SKILLS:</b><br>
<ul><li>Basic reading, arithmetic, and writing and oral communication skills</li><li>Working while standing for long periods of time</li><li>Lifting and holding bulky and large-sized merchandise, up to 50 lbs.</li><li>Reaching, stretching, grabbing, pushing, lifting, holding, twisting, bending, turning, walking, shifting, and engaging in other physical movements required by the job</li><li>Associates under the age of 18 - prohibited from using freight elevators, ladders, compactors, balers, or hazardous or similar equipment, or performing backroom functions</li><li>Basic Internet navigation skills</li></ul><br>
<b>
PREFERRED SKILLS:</b><br>
<ul><li>Retail Experience</li><li>Good Organizational Skills</li></ul><br>
<b>
JOB REQUIREMENTS:</b><br>
<ul><li>High school diploma or equivalent</li><li>Less than one year of related experience</li><li>18 years of age or older</li></ul></div>
</div><div><p><b>Store/Unit</b></p>
<div>01368</div>
</div><div><p><b>Country</b></p>
<div>United States
</div></div><div><p><b>Work-In Location</b></p>
<div>01368: Sears Sun Valley Mall CA
</div></div><div><p><b>Work-In Address 1</b></p>
<div>1001 SUNVALLEY BLVD</div>
</div><div><p><b>Work-In Address 2</b></p>
<div>FLS- SEARS SUN VALLEY MALL CA</div>
</div><div><p><b>Work-In City</b></p>
<div>Concord</div>
</div><div><p><b>Work-In State</b></p>
<div>CA</div>
</div><div><p><b>Work-In Postal Code</b></p>
<div>94520</div>
</div><div><p><b>Business</b></p>
<div>Transformco Stores - Sears Hourly
</div></div><div><p><b>Job Function</b></p>
<div>Sales Support</div>
</div><div><p><b>Employment Category</b></p>
<div>Regular, Full-time
</div></div><div><p><b>Compensation Range</b></p>
<div>$16.50</div>
</div><div><p><b>Additional Compensation Explanation</b></p>
<div>N/A
</div></div><div><p><b>Job Code (LT)</b></p>
<div>FL9919: Store Support Associate
</div></div><div><p><b>EEO/EOE Footer</b></p>
<div>Equal Opportunity Employer / Disability / Vet.</div>
</div><div><p><b>Posting Tags</b></p>
<div>#SearsRetailStores
</div></div><div><p><b>CareerBuilder Tag</b></p>
<div>#CB
</div></div><div><p><b>Company Brand</b></p>
<div>Sears Stores
</div></div><div><p><b>Location City</b></p>
<div>Concord</div></div></div></div><div></div>

Store Support Associate

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

10000 client support associate jobs Near Me

Client Services Associate (Investment Management)

Client Services Associate

Customer Service/ Helpdesk Associate

Client Services Associate

Client Service Associate

Remote Client Support Coordinator

Store Support Associate