client support associate

Triumph Financial

<div>Join TBK Bank!
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.
Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.<h1 class="jobSectionHeader">
Summary</h1>
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.<h1 class="jobSectionHeader">
Job Description</h1>
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.<h1 class="jobSectionHeader">
Team Culture</h1>
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;
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.<h1 class="jobSectionHeader">
How You'll Spend Your Time</h1><ul><li>
Profile new and existing customers, suggesting tailored products/services.</li><li>
Provide exceptional customer service, exceeding expectations.</li><li>
Open new accounts, ensuring accuracy and timely documentation.</li><li>
Assist with Stop Payments, Debit Card Orders, and more.</li><li>
Take initiative to resolve customer issues and provide prompt feedback.</li><li>
Help maintain customer goodwill and contribute to branch goals.</li><li>
Professionally refer customers to various bank departments.</li><li>
Safeguard customer info, adhere to regulations, and maintain security.</li><li>
Process transactions while maintaining accurate records.</li><li>
Contribute to local community and bank-sponsored events.</li></ul><h1 class="jobSectionHeader">
Education &amp; Experience Requirements</h1>
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.
Apply now and seize the chance to provide exceptional service, build relationships, and grow in a supportive banking environment!
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.
We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.
Go on. Do it. Apply Today!</div>

Client Services Associate

Integrity Marketing Group

<div>About Gladstone Wealth Partners
As one of the fastest growing hybrid RIAs in the wealth management industry, Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice. This includes helping advisors better serve their clients, run their businesses more profitably, grow faster and enhance their enterprise value. Gladstone is based in Boca Raton, Florida and hosts most operations functions in Bedminster, NJ; and is a proud member of the Integrity Family of Companies.
Job Summary
The Client Service Associate provides exceptional operational and administrative support to Financial Advisors within the Gladstone network. Responsibilities include, but are not limited to, account establishment, account maintenance, account transfers, money movement, client reporting, resolving notifications, and marketing submission.
Primary Responsibilities:<ul><li>
Coordinate client meetings, assist advisors(s) with meeting preparation and participate in client meetings as necessary</li><li>
Communicate with clients in a professional and friendly manner; build and nurture the client relationship</li><li>
Provide superior customer service by handling all incoming client requests quickly and correctly</li><li>
Prepare any appointment documentation, review, and mailing materials requested by the advisor</li><li>
Monitor client account activity, research and resolve issues, and follow-through to ensure client&rsquo;s needs are met</li><li>
Prepare and review all new account paperwork to ensure that documents are fully complete, conform to processing guidelines and are accurate</li><li>
Provide a functional overview to clients for initial online account access</li><li>
Monitor and initiate action on daily custodial alerts and assigned tasks</li><li>
Verify accounts are traded into the correct model and provide trade assistance as needed; track incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved as expected</li><li>
Create, maintain, and track an RMD list utilizing internal and custodian solutions</li><li>
Make proactive use of technology to streamline client interactions</li><li>
Document key client milestones and/or important data into systems that will assist in future client interactions</li><li>
Identify problems in a timely manner while complying with standard resolution policy, the established corporate process, and regulatory procedures</li><li>
Must be able to prioritize work related to client assets and determine the next course of action</li><li>
Maintain risk awareness and compliance with all corporate and regulatory standards</li><li>
Comply with all continuing educational requirements</li><li>
Support the firm&rsquo;s initiatives, assist with any company-wide projects or activities, and attend functions as needed</li></ul>
Primary Skills &amp; Requirements:<ul><li>
Minimum of 3+ years of financial services industry experience; preferably in a broker/dealer or registered investment advisor environment</li><li>
Bachelor&rsquo;s degree preferred</li><li>
Must be detail-oriented; must possess strong analytical, organizational, and problem-solving skills</li><li>
Excellent oral and written communication skills</li><li>
Outstanding interpersonal skills with the ability to build and foster relationships</li><li>
Able to adapt to changes in the work environment, manage competing demands and work with frequent change, delays or unexpected events</li><li>
Must be proficient with Windows-based technology and Microsoft Office</li><li>
Critical thinking, attention to detail, and multi-tasking skills required</li><li>
Position requires a high level of confidentiality</li><li>
Excellent communication and interpersonal skills</li><li>
Excellent organizational skills</li><li>
Experience with various CRM applications; such as Redtail or MS Dynamics preferred</li><li>
Self-directed and able to work within a team environment to complete critical projects with other departments within the firm</li><li>
Series 7, 63, 65 or 66 licenses are preferred, but not required</li></ul>
About Integrity
Integrity is one of the nation&rsquo;s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you&rsquo;ll love, and we&rsquo;ll love you back. We&rsquo;re proud of the work we do and the culture we&rsquo;ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are &mdash; in person, over the phone or online. Integrity&rsquo;s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.</div>

Client Service Associate (CSA)

<div>Join TBK Bank!
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.
Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.<h1 class="jobSectionHeader">
Summary</h1>
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.<h1 class="jobSectionHeader">
Job Description</h1>
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.<h1 class="jobSectionHeader">
Team Culture</h1>
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;
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.<h1 class="jobSectionHeader">
How You'll Spend Your Time</h1><ul><li>
Profile new and existing customers, suggesting tailored products/services.</li><li>
Provide exceptional customer service, exceeding expectations.</li><li>
Open new accounts, ensuring accuracy and timely documentation.</li><li>
Assist with Stop Payments, Debit Card Orders, and more.</li><li>
Take initiative to resolve customer issues and provide prompt feedback.</li><li>
Help maintain customer goodwill and contribute to branch goals.</li><li>
Professionally refer customers to various bank departments.</li><li>
Safeguard customer info, adhere to regulations, and maintain security.</li><li>
Process transactions while maintaining accurate records.</li><li>
Contribute to local community and bank-sponsored events.</li></ul><h1 class="jobSectionHeader">
Education &amp; Experience Requirements</h1>
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.
Apply now and seize the chance to provide exceptional service, build relationships, and grow in a supportive banking environment!
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.
Compensation Range
Hourly: $16.54 - $22.67
We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.<h2 class="jobSectionHeader">
Go on. Do it. Apply Today!</h2></div>

TBK Bank

Client Service Associate

S&P Global

<div><div><h1 class="jobSectionHeader">Associate, Client Support</h1>
JOB_DESCRIPTION.SHARE.HTML
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<ul><li>Islamabad, Pakistan</li>
<li>Customer Success &amp; Support Group</li>
<li>328991</li>
</ul></div><div></div><div><h2 class="jobSectionHeader">Job Description</h2> 
<div> 
<h1 class="jobSectionHeader">About the Role:</h1>
Grade Level (for internal use):
07
The Team:
The Client Operations team is responsible for providing client support on our business intelligence tool by holding investigative conversations and driving product usage and revenue. Being present in the US, Philippines &amp; Pakistan makes it a truly global team. Members of the team get to learn in-depth industry knowledge, produce research, and develop technical skills. You will also work with different teams inside the organization across many functional areas (Sales, Technology, Content &amp; Industry Research, etc).
Impact and Responsibilities
As the nerve center, you will be the face of the organization for our clients. Your regular day will involve answering client queries and being an advocate while showcasing your extensive knowledge of our tools, data, and the industries we cover. The top financial institutions in the world will rely on you to solve issues they are unable to resolve on their own.
<ul><li>Provide client support via phone, email, and other mediums.
</li><li>Make suggestions regarding product usability, presentation, and data quality.
</li><li>Partner with product teams for timely and thorough testing of our products, with a focus on the client experience.
</li><li>Exercise independent judgment during UAT in developing test plans and evaluating testing results.
</li><li>Collaborate with Senior Associates on projects to improve and develop subject matter expertise, including data pulls and editorial support.
</li><li>Partner with clients to identify template opportunities and guide them through our template-building process.
</li><li>Provide research &amp; analysis support to Senior Associates.
</li></ul>What we're looking for:
Basic Required Qualifications:
<ul><li>Minimum of a Bachelor's degree in Economics or Finance
</li><li>Fresh graduates and candidates with up to 6 months of experience
</li><li>Excellent communication skills.
</li><li>Strong collaboration skills.
</li><li>Strong financial knowledge or knowledge of the global economy.
</li><li>Proficient ability to navigate and use common computer programs
</li></ul>Work Shift: This is a night shift position.
About S&amp;P Global Market Intelligence
 
 
At S&amp;P Global Market Intelligence, a division of S&amp;P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
 
 
For more information, visit www.spglobal.com/marketintelligence.
What&rsquo;s In It For You?
Our Mission:
Advancing Essential Intelligence.
Our People:
We're more than 35,000 strong worldwide&mdash;so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We&rsquo;re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.
Our Values:
Integrity, Discovery, Partnership 
 
Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.
 
 
Benefits:
We take care of you, so you can take care of business. We care about our people. That&rsquo;s why we provide everything you&mdash;and your career&mdash;need to thrive at S&amp;P Global.
 
 
Our benefits include:
<ul><li>Health &amp; Wellness: Health care coverage designed for the mind and body.
</li><li>Flexible Downtime: Generous time off helps keep you energized for your time on.
</li><li>Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
</li><li>Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
</li><li>Family Friendly Perks: It&rsquo;s not just about you. S&amp;P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
</li><li>Beyond the Basics: From retail discounts to referral incentive awards&mdash;small perks can make a big difference.
</li></ul>For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries
Global Hiring and Opportunity at S&amp;P Global:
At S&amp;P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
Recruitment Fraud Alert:
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&amp;P Global never requires any candidate to pay money for job applications, interviews, offer letters, &ldquo;pre-employment training&rdquo; or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.
-
Equal Opportunity Employer
S&amp;P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. 
If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.
 
 
US Candidates Only: Know Your Rights: Workplace discrimination is illegal
-
20 - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)
 
 
Job ID: 328991
 
Posted On: 2026-07-08
 
Location: Islamabad, Pakistan</div></div></div>

Associate, Client Support

CareFirst BlueCross BlueShield

<div>Resp &amp; Qualifications
PURPOSE:
 
Responsible for answering member, provider &amp; broker inquiries pertaining to product information, benefits, claims resolution, eligibility and billing questions in a call center environment. Proactively provides information and education to members, providers &amp; brokers, as appropriate, about a variety of health, financial, and self-service programs. Provides basic technical assistance and troubleshooting guidance for digital and electronic applications.
 
 
ESSENTIAL FUNCTIONS:<ul><li>
Provides first- level problem resolution to member, provider and broker inquiries via telephone by gathering and researching information; examine claim submissions verifying claim and system accuracy as well as liability, validate customer understanding of information and resolves issues based on applicable policies and procedures.</li><li>
Uses knowledge of products or services by collecting and the contractual provisions that govern administration to provide customer information service and analyzing education, to interpret contractual language to the customer needs for the purpose of providing benefit utilization and limitations, to determine the need for managed care initiatives, and to administer all types of services to customers within the business segment through telephonic inquiries, written and/or electronic inquiries and claims adjustments, if applicable. Appropriately documents all client interactions according to established departmental procedures.</li><li>
Prioritize workflow &amp; multitask efficiently in a fast pace environment while using multiple skill sets with demonstrated proficiency.
</li><li>Delivers accurate information to customers in accordance with performance goals and objectives.</li><li>
Maintains customer advocate records by identifying underlying customer needs and guiding them to appropriate resources or programs updating account information by effectively utilizing the business areas enrollment/inquiry tracking system &amp; processes.</li><li>
Participates in system testing as needed and ongoing education related to new services, industry topics, and skills.</li></ul> 
QUALIFICATIONS: 
 
Education Level: High School Diploma or GED. 
 
Experience: 3 years customer service experience. 
Preferred Qualifications: 
3 years experience in a call center customer service role or experience with medical or insurance terminology. 
 
Knowledge, Skills and Abilities (KSAs)<ul><li>
Demonstrated skills as an empathetic and compassionate communicator.</li><li>
Ability to quickly gain customer trust and confidence.</li><li>
Demonstrated PC navigation and data entry skills.</li><li>
Strong interpersonal communication skills.</li><li>
Good oral and written communication skills.</li></ul> 
Salary Range: $39,240 - $71,940 
Salary Range Disclaimer
The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the work is being performed. This compensation range is specific and considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, internal peer equity, and market and business consideration. It is not typical for an individual to be hired at the top of the range, as compensation decisions depend on each case's facts and circumstances, including but not limited to experience, internal equity, and location. In addition to your compensation, CareFirst offers a comprehensive benefits package, various incentive programs/plans, and 401k contribution programs/plans (all benefits/incentives are subject to eligibility requirements).
Equal Employment Opportunity
CareFirst BlueCross BlueShield is an Equal Opportunity (EEO) employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
Federal Disc/Physical Demand
Note: The incumbent is required to immediately disclose any debarment, exclusion, or other event that makes him/her ineligible to perform work directly or indirectly on Federal health care programs.
PHYSICAL DEMANDS:
The associate is primarily seated while performing the duties of the position. Occasional walking or standing is required. The hands are regularly used to write, type, key and handle or feel small controls and objects. The associate must frequently talk and hear. Weights up to 25 pounds are occasionally lifted.
Sponsorship in US
Must be eligible to work in the U.S. without Sponsorship.
#LI-AB1</div>

Customer Service Advocate II (In-Office)

Golden hawk technologies pvt ltd

Job Summary:The Client Support Executive will be responsible for managing daily operational requests received from the client, coordinating job progression, and ensuring a high level of client satisfaction. The role also includes inbound sales handling, job conversion, and identifying opportunities to grow the client account through proactive engagement and relationship management. This is a fast-paced, performance-driven role suited to individuals who are motivated, disciplined, andcommitted to delivering and exceeding targets while maintaining professional client communication.Roles and Responsibilities:● Manage and respond to daily operational job requests received from the client● Coordinate job progression with internal teams and contractors to ensure timely delivery● Handle inbound sales requests, prepare job scopes, and close jobs efficiently● Actively engage in business development within the existing client account● Maintain strong client relationships and ensure high client satisfaction levels● Monitor job statuses, follow up on pending actions, and resolve issues proactively● Ensure all client communication is professional, accurate, and timely● Meet and exceed assigned sales, conversion, and performance targets● Maintain accurate records in CRM / internal systems● Support continuous improvement in processes and client experienceCompetencies:● Strong communication and negotiation skills● Sales and closing capability● Client handling and relationship management● Time management and multitasking● Problem-solving and decision-making● Ability to work under pressure in a fast-paced environment● Strong organisational and follow-up skillsJob Type: Full time on-siteLocation: DHA Phase 2, IslamabadTimings: 12:00pm - 09:00pm / 1:00pm - 10:00pm / 2:00pm -11:00pmWork Location: In personPay: Rs85,000.00 - Rs95,000.00 per monthWork Location: In person

Client Support Executive

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