client support associate

Firstrade Securities Inc.

<p><b>Job Summary</b></p><p>Firstrade Securities Inc. is a leading online brokerage firm located in Queens, NY. We are seeking a self-motivated Client Support Associate to join our Customer Service Department.</p><p>The Client Support Associate is responsible for assisting customers for Firstrade investment service. The role requires identifying customers&rsquo; needs, resolving questions and complaints which may require research and investigation to reach resolution through the email, phone system and live chat channels. And also is expected to provide exceptional customer service in a prompt, respectful and courteous manner to ensure customer concerns are resolved in written format.</p><p><b>Responsibilities and Duties</b></p><ul><li>Daily interaction with customers by responding to inbound email and phone calls regarding investment information and services as needed.</li><li>Provides exceptional customer service by meeting all customer demands as they relate to relatively straightforward inquiries, with the support of more experienced personnel</li><li>Assesses customer information and provides appropriate product and service solutions</li><li>Maintains strong product knowledge</li><li>Able to take ownership of customer issues and resolves problems independently, escalate difficult issues to supervisors when appropriate</li><li>Performs a broad range of tasks of varying complexity and scope to meet the demands of business needs</li></ul><p><b>Qualifications and Skills</b></p><ul><li>Proficient in Chinese (Writing, Reading and Typing)</li><li>Be able to read and type in English</li><li>Ability to read attentively and to use information provided by customers to tailor responses and actions to meet the customers' specific needs</li><li>Ability to manage and de-escalate difficult and complicated problems</li><li>Ability to work in a fast-paced environment and follow-up multiple tasks/details with accuracy and timeliness</li><li>Associate degree preferred</li><li>Ideal candidate has previous chat and/or email customer service experience preferred</li></ul><p>Job Type: Full-time</p><p>Pay: $24.00 - $26.00 per hour</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul><p>Application Question(s):</p><ul><li>Are you authorized to work in USA?</li><li>Do you need a sponsorship in future?</li><li>&quot;Are you able and willing to work during weekends as part of your regular schedule?&quot;</li><li>This job requires you to attend a Three-month in-person training. Are you okay with traveling to Queens, NY, 11354?</li></ul><p>Education:</p><ul><li>Associate (Preferred)</li></ul><p>Language:</p><ul><li>Chinese (Required)</li></ul><p>Work Location: Hybrid remote in Flushing, NY 11354</p>

Remote-Bilingual Client Support Associate- Chinese(Night Shift 5pm-2am) (Mon, Thur - Sun)

Asesora International

<p>A Bid Support Associate (or Coordinator) plays a crucial role in managing tender submissions, tracking opportunities, and ensuring compliance with client requirements. They assist with proposal writing, documentation, and coordinating with teams to meet deadlines. <b>Associate Director Bid Support</b> and <b>Assistant Bid Manager Sales Support</b> roles are currently active.</p><p><b>Key Roles &amp; Responsibilities</b></p><ul><li><b>Tender Management:</b> Oversee the end-to-end bid process, including Pre-Qualification Questionnaires (PQQs) and Invitations to Tender (ITT).</li><li><b>Documentation &amp; Compliance:</b> Review, edit, and format proposals, ensuring all client requirements are met.</li><li><b>Coordination:</b> Act as a central point of contact between technical teams (engineers, architects) and senior management.</li><li><b>Tracking:</b> Maintain a bid register and monitor tender portals for new opportunities.</li></ul><p><b>Required Skills and Qualifications</b></p><ul><li><b>Organization:</b> Strong project coordination skills with the ability to manage strict deadlines.</li><li><b>Communication:</b> Excellent writing and editing skills for preparing high-quality proposals.</li><li><b>Experience:</b> Previous experience in a bid/sales support role or project coordination is highly valued, particularly in sectors like construction or engineering.</li></ul><p>Work Location: Remote</p>

Bid Support Associate

Cartier

<div>
 <strong>
  HOW WILL YOU MAKE AN IMPACT?
  <br/>
  <br/>
 </strong>
 Join Cartier as a Client Service Associate and play a key role in delivering a seamless after-sales experience. As an ambassador of the Maison, you will support clients throughout their service journey, ensuring every interaction reflects Cartier&rsquo;s standards of excellence.
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 <br/>
 As a UAE National, this role offers the opportunity to gain hands-on experience within a global luxury environment, working closely with experienced teams and engaging with a diverse clientele.
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 <strong>
  WHAT WILL BE YOUR MISSION?
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 </strong>
 <ul>
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   Provide exceptional after-sales service and support to clients
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   Act as the main point of contact for service-related inquiries
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   Guide clients through repair and service processes with clarity and care
  </li>
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   Monitor service files and ensure timely follow-up and communication
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  <li>
   Support the boutique and watchmaker in delivering a smooth service experience
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   Contribute to client satisfaction and after-sales performance
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  </li>
 </ul>
 <strong>
  HOW WILL YOU EXPERIENCE SUCCESS WITH US?
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 </strong>
 <ul>
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   Minimum 3 years&rsquo; experience in client service (luxury is a plus)
  </li>
  <li>
   Strong communication and interpersonal skills
  </li>
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   Ability to manage multiple priorities with attention to detail
  </li>
  <li>
   Interest in jewellery, watches, and after-sales service
  </li>
  <li>
   Comfortable using systems and tools (MS Office, CRM)
  </li>
  <li>
   Fluency in English (Arabic or French is a plus)
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   <br/>
  </li>
 </ul>
 <strong>
  PART-TIME CONTRACT
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  <br/>
 </strong>
 Part-time permanent role with a structured compensation package, including commission and bonus.
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 <br/>
 <strong>
  YOUR JOURNEY WITH US
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  <br/>
 </strong>
 If selected, you will be contacted for an introductory conversation, followed by meetings with the Hiring Manager and HR.
</div>


Client Service Associate (Part-Time) – UAE Nationals

Red Star Technologies Pvt. Ltd.

<p>Red Star Technologies is hiring a proactive Associate Upwork Bidder to assist in client acquisition, support proposal development, and contribute to maintaining a consistent project pipeline. This role is well-suited for individuals with basic experience on freelancing platforms who are eager to develop their skills in a growth-oriented environment.</p><p><b>Key Responsibilities:</b></p><ul><li>Search and identify relevant projects on Upwork.</li><li>Prepare and submit tailored proposals under guidance.</li><li>Assist in communicating with prospective clients to gather project requirements.</li><li>Collaborate with internal teams to obtain inputs for proposals, timelines, and cost estimates.</li><li>Maintain accurate records of bids, client communication, and pipeline updates.</li><li>Follow established bidding processes and suggest improvements where applicable.</li><li>Monitor basic performance metrics and share updates with senior team members.</li></ul><p><b>Requirements:</b></p><ul><li>1 year of experience on freelancing platforms (e.g., Upwork) preferred.</li><li>Bachelor&rsquo;s degree (completed) in Business Administration, Marketing, IT, or a related field.</li><li>Good command of written and spoken English.</li><li>Basic knowledge of proposal writing and client interaction.</li><li>Strong attention to detail and organizational skills.</li><li>Willingness to learn and work in a fast-paced environment.</li></ul><p><b>Perks &amp; Benefits:</b></p><ul><li>Competitive salary with performance-based incentives.</li><li>Paid leave.</li><li>Opportunities for learning and career growth.</li><li>Supportive and collaborative workplace culture.</li></ul><p>Job Type: Full-time</p><p>Pay: Rs60,000.00 - Rs70,000.00 per month</p><p>Work Location: In person</p>

Upwork Bidder Associate

Crystal Wambeke, LLC

<p><b>About Us:</b><br/>We are a bookkeeping firm in Southern Pines, NC and we are looking for a Client Success Associate who can keep our operations running smoothly behind the scenes and help us maintain and strengthen client relationships. This position is a Part-Time, hybrid remote position, with 10-20 hours per week expected.</p><p><i>Please read the full job description and apply as requested at the bottom by sending your resume directly.</i></p><p><b>Position Summary:</b><br/>This role supports both the internal team and our clients. The Client Success Associate role will own lead outreach and qualification, marketing support, sales, lead follow‑up, partnership outreach and nurture, client onboarding, day‑to‑day client care, invoicing, and email inbox management. This is an ideal position for someone who enjoys keeping the systems running, enjoys talking with people, has strong sales and marketing skills, and communicates well.</p><p><b>Key Responsibilities day-to-day:</b></p><p><b>Client Success &amp; Client Support</b></p><ul><li>Manage general company inboxes and route messages to the right team members.</li><li>Assist with onboarding new clients&mdash;collecting documentation, setting up files, and coordinating with the bookkeeping team.</li><li>Maintain digital filing systems, client records, and internal trackers.</li><li>Monitor internal deadlines, follow up with staff or clients as needed, and help projects stay on schedule.</li><li>Be a source of support for the team and our clients .</li></ul><p><b>Sales &amp; Marketing Support</b></p><ul><li>Help manage the firm&rsquo;s sales pipeline: schedule discovery calls, send follow-ups, and track leads.</li><li>Draft and send outreach emails or marketing updates to clients and prospects.</li><li>Assist with social media, newsletters, or content coordination.</li><li>Support preparation of proposals, service quotes, and engagement letters.</li></ul><p><b>Partner &amp; Client Relationship Management</b></p><ul><li>Serve as a first point of contact for client questions and updates.</li><li>Track client satisfaction and proactively check in to ensure ongoing needs are met.</li><li>Coordinate quarterly client updates or service reviews.</li><li>Follow up with clients for missing information, signatures, or feedback.</li><li>Help identify opportunities for expanded services or improved client experience.</li></ul><p><b>Qualifications:</b></p><ul><li>Prior experience in office administration, client service, or marketing coordination (experience in a bookkeeping or financial services environment preferred).</li><li>Strong organizational skills, with the ability to manage multiple priorities and deadlines.</li><li>Excellent communication and follow-up skills.</li><li>Experience using technology tools (Google Workspace, CRM systems, QuickBooks, ClickUp/Asana, or similar).</li><li>Professional, reliable, and proactive&mdash;able to anticipate needs and take ownership of tasks.</li><li>Ability to handle sensitive information with discretion and professionalism.</li><li>Self-motivated, resourceful, and able to prioritize tasks.</li><li>Must be able to lift 25 pounds.</li><li>Must be able to sit, stand, and walk for extended periods of time as well as navigate stairs.</li><li>Will occasionally need outside errands performed, therefore a dependable and insured vehicle, a clean driving history, and a valid driver's license are required.</li><li>This position will be mostly in-office, with occasional work shifts remote. Must have adequate space and privacy available during work hours for meetings and productivity requirements.</li></ul><p><b>What We Offer:</b></p><ul><li>Flexible schedule (some remote flexibility if applicable).</li><li>Opportunities for professional growth and training in bookkeeping and business operations.</li><li>Supportive, collaborative team environment.</li><li>Pay based on experience.</li><li>Paid sick time</li></ul><p>Email resume directly to Crystal. Her email is crystal{at}wambekeassociates.com. To ensure you are not a robot and that you've read the job description, please include your favorite type of candy in your email. Bonus points if you use the email to include why you are the perfect fit for this job. No phone calls please.</p><p>Job Type: Part-time</p><p>Pay: $20.00 - $23.00 per hour</p><p>Work Location: Hybrid remote in Southern Pines, NC 28387</p>

Client Success Associate

Equity Trust Company

<div><div>This position is based out of our Fort Myers, FL office and is eligible for a hybrid schedule after successful completion of our 90-day probationary period.<br>
</div><div><b>
JOB OVERVIEW:</b></div><div>
The Associate, Equity Specialty Services is a key contributor to delivering exceptional service to our Solo 401(k) customers while also facilitating the creation of Limited Liability Corporations (LLCs), Business Tax IDs and other specialized solutions. The role supports the goals and objectives of Equity Trust Company leadership and ensures an outstanding client experience at every touchpoint.<br>
</div><div><b>
RESPONSIBILITIES &amp; DUTIES:</b></div><ul><li>
Gathers, reviews, and verifies required documents for completion fulfillment of services offered through Equity Specialty Services.</li><li>
Responsible for providing client support to our Solo 401(k) customer base.</li><li>
Responsible for the formation of business entities for our customers</li><li>
Responsible for the creation of unique business tax IDs.</li><li>
Works with stakeholders across teams located in Ft. Myers, FL and Westlake, OH.</li><li>
Monitors and maintains operational pipeline.</li><li>
Monitors and updates corporate actions.</li><li>
Institutes continuous improvement approaches where appropriate; assess processes and make recommendations for workflow improvements.</li><li>
Works collaboratively in a team environment to achieve team, department, and overall business goals.</li><li>
Ability to multitask in a fast-paced, deadline-driven environment.</li><li>
Resolves client issues and concerns.</li><li>
Provides project support.</li><li>
Follows assigned work schedule with regular and predictable attendance.</li><li>
Performs other duties as assigned.</li></ul><div></div><div><b><br>
QUALIFICATIONS</b>:</div><ul><li>
High School Diploma or GED required.</li><li>
Associate or Bachelor&rsquo;s degree in Finance, Business or related field preferred.</li><li>
LLC product knowledge or financial services experience preferred.</li><li>
In person interaction that includes actively collaborating with colleagues and participating in team or company meetings.</li></ul><div></div><div><b><br>
PROFESSIONAL CERTIFICATIONS:</b></div><ul><li>
None required.</li></ul><div></div><div><b><br>
TECHNICAL SKILLS:</b></div><ul><li>
Intermediate level of proficiency in Microsoft Office Suite.</li><li>
Salesforce (CRM) experience preferred.</li></ul><div></div><div><b><br>
CORE VALUES</b></div><div>
Our core values are our foundation and the guiding principles we embody to support Equity&rsquo;s mission. Together, our values spell <b>EPIC</b> &mdash; because that&rsquo;s what we strive to be for our clients and stakeholders every day.</div><ul><li><b>
Excellence</b> &ndash; Our standard.</li><li><b>
Passion</b> &ndash; In everything we do.</li><li><b>
Integrity</b> &ndash; Without compromise.</li><li><b>
Collaboration</b> &ndash; Stronger together.</li></ul><div><br>
We are looking for team members who embody these values in their daily work and interactions.</div><div><br>
<b>
PHYSICAL WORK ENVIRONMENT</b></div><div>
This job operates in a professional office environment, which may include a corporate office setting or a remote/home office environment, and routinely uses standard office equipment and technology such as computers, phones, printers, and video conferencing tools. While performing the duties of this job, the associate is regularly required to communicate effectively, including speaking, hearing, and participating in virtual meetings on camera. The associate is frequently required to sit for extended periods of time, as well as occasionally stand, walk, use hands and fingers, and reach with hands and arms. This job may require the ability to lift files or office materials, open filing cabinets, and bend or stand on a stool as necessary. Remote associates are expected to maintain a safe, secure, and productive work environment with reliable internet access.</div><br>
<b>
About Equity Trust:</b><p><br>
Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds &ndash; all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.</p></div>

Associate, Equity Specialty Services / Doc Preparation

BankUnited

<div><div><b>SUMMARY: </b>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><b>ESSENTIAL DUTIES AND RESPONSIBILITIES</b> 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><b>EDUCATION</b></div>
<div><br>
Bachelor's Degree in business related field preferred</div><br>
<div><b>EXPERIENCE</b></div>
<div>(Based on level)</div>
<ul><li><b>Commercial Private Banking Support Associate I:
</b><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><b>Commercial Private Banking Support Associate II:</b><br>
<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><b>Commercial Private Banking Support Associate III:</b>
<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><b>CERTIFICATES, LICENSES, REGISTRATIONS</b></div>
<div><ul><li>Literate in Microsoft Outlook, Word, Excel and PowerPoint required</li>
</ul></div><div><b>ADDITIONAL INFORMATION</b></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>
<br>
Compensation: $66,300 - $75,000 / year
<br>
Additional Details : Multiple Locations: NYC or Melville, New York</div>

Commercial - Private Banking Support Associate

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