client support associate

Niftel Communications

* We&rsquo;re Hiring: Customer Support Associate (Work from Home) *- Full-Time Opportunity | Remote (Work From Home)Position: Customer Support Associate Process: Blended Support (Voice + Chat) Working Hours: 9 Hours per day Shift: Rotational (including rotational week off) Salary: &#8377;14,000 &ndash; &#8377;15,500 (In-Hand) Working Days: 6 Days per weekApply : 8189011192- About the RoleWe are looking for enthusiastic and customer-focused individuals to join our support team. As a Customer Support Associate, you will play a key role in delivering exceptional service to our customers via both voice and chat channels.You&rsquo;ll be responsible for resolving queries efficiently, maintaining a professional tone, and ensuring customer satisfaction in every interaction.- Key Responsibilities<ul><li>Handle customer inquiries via calls and chat in a professional and courteous manner</li><li>Provide accurate information and effective solutions to customer issues</li><li>Maintain a positive, empathetic, and professional attitude at all times</li><li>Document customer interactions and feedback accurately</li><li>Collaborate with internal teams to ensure timely resolution of escalations</li></ul>- Requirements<ul><li>Minimum Qualification: 12th Pass (Graduate preferred)</li><li>Excellent verbal and written English communication skills (mandatory)</li><li>Strong interpersonal, problem-solving, and decision-making abilities</li><li>Ability to handle high-volume interactions with professionalism and patience</li><li>Comfortable working in rotational shifts and weekends (with rotational week off)</li></ul>- Interview Process<ul><li>HR Screening</li><li>Operations Round</li><li>Assessment Evaluation</li><li>Client Interview</li></ul>- Why Join Us?<ul><li>Opportunity to work remotely and build a strong career foundation</li><li>Friendly and growth-oriented work environment</li><li>Gain hands-on experience in customer service with a leading brand</li></ul>- Interested Candidates Can Apply By: Sending your resume to 8189011192Job Type: Full-timePay: &#8377;14,000.00 - &#8377;15,000.00 per hourExpected hours: 9 per weekBenefits:<ul><li>Work from home</li></ul>Application Question(s):<ul><li>Why do you want WFH?</li></ul>Work Location: Remote

Customer Support Associate

Bristal Lane Group

Do you thrive on keeping things organized while also bringing creative ideas to life? We&rsquo;re looking for a Client Service &amp; Marketing Associate who can balance the precision of client account servicing with the creativity of marketing our business.This role is ideal for someone who enjoys detail-oriented work but also wants to play a key part in shaping our firm&rsquo;s brand and visibility.Responsibilities:Client Service<ul><li>Prepare, process, and track account paperwork (new accounts, transfers, rollovers, beneficiary updates, etc.).</li><li>Handle client account servicing requests such as address changes, contributions/distributions, and RMDs.</li><li>Maintain accurate and up-to-date client records in the CRM system.</li><li>Monitor workflows and ensure tasks are completed on schedule.</li><li>Communicate with custodians to resolve service-related issues.</li><li>Provide administrative support to the advisor team as needed.</li></ul>Marketing Support<ul><li>Keep office social media accounts active and up to date.</li><li>Assist with drafting and posting client communications, newsletters, and announcements.</li><li>Identify opportunities for the firm to market in the community (events, sponsorships, partnerships, networking opportunities).</li><li>Help coordinate client appreciation events and other outreach activities.</li></ul>Qualifications<ul><li>Strong attention to detail and organizational skills.</li><li>Ability to follow established processes and handle sensitive information with discretion.</li><li>Proficiency with Microsoft Office; experience with CRM systems preferred.</li><li>Comfort with social media platforms (LinkedIn, Facebook, Instagram) and basic content creation.</li><li>Prior experience in financial services operations or marketing support is a plus but not required.</li></ul>Compensation &amp; Benefits<ul><li>Competitive salary ($40,000&ndash;$60,000 based on experience).</li><li>PTO, retirement plan participation, and professional development opportunities.</li><li>A collaborative team environment where your contributions make a difference.</li></ul>If you&rsquo;re motivated by accuracy, efficiency, and professionalism, and want to grow your career in a client-focused financial advisory firm, we&rsquo;d love to hear from you!Job Type: Full-timePay: $40,000.00 - $60,000.00 per yearBenefits:<ul><li>Paid time off</li><li>Professional development assistance</li><li>Retirement plan</li></ul>Work Location: In person

Client Service & Marketing Associate

Oppenheimer Holdings

<div>Who We Are:
Oppenheimer &amp; Co. Inc. (&ldquo;Oppenheimer&rdquo;) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity &amp; fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
Oppenheimer &amp; Co. Inc.&rsquo;s Private Client Division is currently seeking a Client Service Associate for their Greensboro branch office.
The primary responsibilities are to support the Financial Advisor in sales, marketing and day-to-day operations of a growing wealth management practice. This involves servicing clients, scheduling meetings, managing databases and calendars, preparing presentations and general organizational support. 
The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings.
Responsibilities:
<ul><li>Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations</li>
<li>Become proficient in account documentation, data entry to open/close/ modify accounts, and handle the movement of securities and funds</li>
<li>Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments</li>
<li>Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts</li>
<li>Database and calendar management for the Financial Advisor and the Team&rsquo;s calendar,</li>
<li>Comfortable with Client interaction and service</li>
<li>Perform special projects as assigned</li>
</ul>
Skills/Requirements:
<ul><li>Bachelor&rsquo;s degree required</li>
<li>Strong organizational and people skills</li>
<li>2+ years working in financial services, accounting firm, law firm or related industry</li>
<li>Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint and able to quickly learn internal computer programs.</li>
<li>Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner</li>
<li>Willing to obtain FINRA Registrations: SIE, Series 7/63 or 66 (Will be sponsored)</li></ul></div>

Client Service Associate (Greensboro, NC)

Bluevine

<div>
 
 About Bluevine
 
 
 
 Bluevine is transforming small business banking with innovative solutions like checking, lending, and credit&mdash;all tailored to help entrepreneurs thrive. With best-in-class technology, advanced security, and a deep understanding of the small business community, we&rsquo;re empowering entrepreneurs to grow with confidence.
 
 
 Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, we&rsquo;ve been supporting SMBs since 2013, serving over 750,000 customers nationwide and growing a dynamic global team of 500 people. Our mission? To fuel small businesses with the financial tools they need to succeed.
 
 
 At Bluevine, you&rsquo;ll be part of a collaborative, fast-paced team that&rsquo;s reshaping the future of banking. Ready to make an impact?
 
 
 
 
 This is a hybrid role
 
 
 .
 
 
 At Bluevine, we pride ourselves on our collaborative culture, which we believe is best maintained through in-person interactions and a vibrant office environment. All of our offices have reopened in accordance with local guidelines, and are following a hybrid model. In-office days will be determined by location and discipline.
 
 
 
 ABOUT THE ROLE:
 
 
 
 As an Onboarding Operations Associate at BlueVine, you will be scaling our operations and ensuring that our company is prepared to successfully navigate the unexpected. This person will oversee the gathering and analyzing of data to verify the identity of Know your Customer (KYC) and Know your business (KYB) for the Risk Onboarding Team.
 
 
 
 WHAT YOU'LL DO:
 
 
 
 <ul>
 <li>
 Provide support for daily onboarding operations, ensuring 100% accuracy
 </li>
 <li>
 Research and resolve client inquiries related to existing accounts and current onboarding applications on behalf of the CS Management team in a timely manner
 </li>
 <li>
 Support with Onboarding/ Existing Client queues
 </li>
 <li>
 Assist with Onboarding automation efforts
 </li>
 <li>
 Conduct KYB and KYC on all applicants within the required SLAs
 </li>
 <li>
 Support with application processing and improve procedures
 </li>
 <li>
 Assist with back-office systems to process and update procedures
 </li>
 <li>
 Limit exposure by ensuring zero defects in our client agreements and supporting documentation
 </li>
 <li>
 Seek out opportunities to automate or simplify complex processes
 </li>
 <li>
 Leverage inter-departmental relationships to deliver elegant solutions that create operational synergies
 </li>
 <li>
 Conduct regular reviews of onboarding procedures to ensure they remain up to date and effective
 
 
 </li>
 </ul>
 
 WHAT WE LOOK FOR:
 
 
 
 <ul>
 <li>
 1+ years of operational or analytical experience
 </li>
 <li>
 Bachelor&rsquo;s degree in Business Administration, Finance, Economics, Accounting
 </li>
 <li>
 Detail-oriented and puts a high value on accuracy
 </li>
 <li>
 Proficiently uses Excel to create spreadsheets, models, and reports
 </li>
 <li>
 Strong problem-solving skills
 </li>
 <li>
 Excellent communication skills (oral &amp; written).
 
 
 </li>
 </ul>
 Banking or Fintech experience is a plus.
 
 
 
 Benefits &amp; Perks
 
 
 
 <ul>
 <li>
 Excellent group health coverage and life insurance
 </li>
 <li>
 Stock options
 </li>
 <li>
 Hybrid work model
 </li>
 <li>
 Meal allowance
 </li>
 <li>
 Transportation assistance (terms and conditions apply)
 </li>
 <li>
 Generous paid time off plan, Holidays
 </li>
 <li>
 Company-sponsored mental health benefits
 </li>
 <li>
 Financial advisory services for both short- and long-term goals
 </li>
 <li>
 Learning and development opportunities to support career growth
 </li>
 <li>
 Community-based volunteering opportunities
 </li>
 </ul>
</div>

Onboarding Operations Associate

Srijan Technologies Pvt Ltd

<div>Job Title:

Market Research Community Support Associate 


Responsibilities:

As a Market Research Community Support Associate, you will play a critical role in supporting our Qualitative market research team. Your primary responsibilities will include: 


Recollective Expertise:
<ul>
<li>Setting up and configuring communities on the Recollective platform.</li>
<li>Programming/configuring various research activities and surveys.</li>
<li>Quality assurance (QA) of activities, serving as the first pass.</li>
<li>Uploading respondents and managing invitations and reminders.</li>
<li>Fielding questions from project teams and clients.</li>
<li>Serving as a point of contact for site support, addressing respondent needs for platform access and general inquiries.</li>
<li>Compiling and presenting progress reports for short-term projects.</li>
<li>Conducting Recollective platform checks, particularly segment mapping.</li></ul> 


ICMIB (I Can Make It Better) Expertise:
<ul>
<li>Programming activities within the ICMIB platform.</li>
<li>Quality assurance (QA) of activities, serving as the first pass.</li>
<li>Formatting data exports when part of client deliverables.</li>
<li>Creating filters and crosstabs for in-depth analysis.</li>
<li>Undertaking community administrative tasks, including incentive payment management and coordinating monthly prize draws.</li>
<li>Managing the community Gmail inbox and responding to inquiries.</li>
<li>Posting Monday Musings to engage the community.</li>
<li>Conducting Long-Term Community Recruitment Refreshes as needed.</li>
<li>Program checking via a Decipher link.</li>
<li>Moderating and monitoring the Welcome Room, identifying and flagging cheaters and uncooperative respondents.</li></ul> 


Qualifications:
<ul>
<li>Familiarity with market research community platforms, particularly Recollective and ICMIB are a plus, but not required and will be trained.</li>
<li>Previous market research experience is also a plus, but not required.</li>
<li>Exceptional organizational and multitasking skills.</li>
<li>Attention to detail, especially for programming activities, QA and data formatting.</li>
<li>Strong communication and interpersonal skills for team interaction.</li>
<li>Ability to work collaboratively in a fast-paced, dynamic, global environment.</li>
<li>Enthusiasm for delivering meaningful insights through market research.</li></ul> 


Additional Information:

This role offers a unique opportunity to work on accounts for exciting clients, with passionate team members across a diverse set of research projects. The Market Research Community Support Specialist is a key driver of the technical and operational aspects of both our long-term market research communities as well as our short-term communities, sometimes referred to as diaries or blogging studies, ensuring that day-to-day management as well as the research activities run smoothly and effectively.</div>

Associate - Market Research (Community Support)

Nestlé

<div><div>Nespresso Customer Support Associate 
 
 
</div>Position Summary
Join a world leader in the food and beverage industry, where our passion for enhancing quality of life drives everything we do. In our collaborative environment, we are committed to fostering a healthier future for our consumers and communities.
As a Contact Center Associate, you will engage with consumers through various channels, including inbound and outbound calls, emails, WhatsApp, live chat, and social media. Your role is pivotal in delivering exceptional customer experiences.
A Day in the Life&hellip;
Customer Experience:<ul><li>
Provide outstanding service through effective communication across voice and digital platforms, promptly addressing customer needs.</li><li>
Achieve high customer satisfaction by personalizing interactions and applying our brand&rsquo;s tone at every touchpoint.</li><li>
Resolve inquiries and complaints with empathy and professionalism, ensuring a positive impact on the customer journey.</li><li>
Utilize active listening skills to identify trends and behaviors, offering relevant solutions and fostering meaningful conversations.</li></ul>
Coffee Experience &amp; Expertise:<ul><li>
Act as a brand ambassador with in-depth knowledge of our products and sustainability commitments.</li><li>
Continuously enhance your expertise in coffee, products, and services to tailor experiences for customers.</li><li>
Inspire and guide customers in exploring personalized coffee options.</li></ul>
Sales Techniques:<ul><li>
Leverage sales skills to create opportunities for customer retention and upselling through genuine engagement.</li><li>
Skillfully navigate challenging conversations, offering valuable solutions and options.</li><li>
Identify customer needs and promote new products, enhancing the overall brand experience.</li></ul>
Operational Excellence:<ul><li>
Ensure compliance with quality and business standards in all interactions.</li><li>
Contribute to continuous improvement initiatives, enhancing customer journey and lifecycle.</li><li>
Maintain data integrity and provide back-office support as needed, aligning with compliance policies.</li></ul>
Are You a Fit?<ul><li>
Bachelor&rsquo;s degree in marketing, business studies, communications, or related fields.</li><li>
Proven customer service and sales expertise in B2C and/or B2B environments.</li><li>
Strong interpersonal and communication skills, both verbal and written, in English.</li><li>
Ability to multitask, prioritize effectively, and adapt to new digital trends.</li><li>
Attention to details and a passion for learning new skills and tools.</li></ul></div><div></div>

Nespresso Customer Support Associate

Raymond James

<div>Job Description Summary
Job Description
<h2 class="jobSectionHeader">Job Summary
</h2>Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
<h2 class="jobSectionHeader">Essential Duties and Responsibilities
</h2><ul><li>Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
</li></ul><ul><li>Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
</li></ul><ul><li>With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
</li></ul><ul><li>Opens new client accounts and researches client and security information using internal databases and other technologies.
</li></ul><ul><li>For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
</li></ul><ul><li>Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
</li></ul><ul><li>Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
</li></ul><ul><li>Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
</li></ul><ul><li>Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
</li></ul><ul><li>May enter orders at the direction of the Financial Advisor.
</li></ul><ul><li>Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
</li></ul><ul><li>Performs other duties and responsibilities as assigned.
</li></ul>Knowledge of
<ul><li>Company&rsquo;s working structure, policies, mission, and strategies.
</li></ul><ul><li>General office practices, procedures, and methods.
</li></ul><ul><li>Investment concepts, practices and procedures used in the securities industry.
</li></ul><ul><li>Financial markets, products and industry regulations.
</li></ul>Skill in
<ul><li>Client Relationship Management (CRM) software, or similar contact management software.
</li></ul><ul><li>Excel, including developing spreadsheets as needed and for ongoing reporting.
</li></ul><ul><li>Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
</li></ul>Ability to
<ul><li>Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
</li></ul><ul><li>Analyze and research account information.
</li></ul><ul><li>Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
</li></ul><ul><li>Identify time sensitive items and assess competing priorities.
</li></ul><ul><li>Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
</li></ul><ul><li>Handle stressful situations and provide a high level of customer service in a calm and professional manner.
</li></ul><ul><li>Analyze problems and establish solutions in a fast paced environment.
</li></ul><ul><li>Use mathematics sufficient to process account and transaction information.
</li></ul><ul><li>Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
</li></ul><ul><li>Work both independently and as part of a cohesive team.
</li></ul><ul><li>Provide a high level of customer service.
</li></ul>Education/Previous Experience
<ul><li>High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
</li></ul>Education
High School (HS) (Required)
Work Experience
General Experience - 0 to 3 months
Certifications
Travel
Less than 25%
Workstyle
Resident
<div>At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
 
 
We expect our associates at all levels to:
 
<ul><li>Grow professionally and inspire others to do the same
</li><li>Work with and through others to achieve desired outcomes
</li><li>Make prompt, pragmatic choices and act with the client in mind
</li><li>Take ownership and hold themselves and others accountable for delivering results that matter
</li><li>Contribute to the continuous evolution of the firm
</li></ul></div>At Raymond James &ndash; as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AC1</div>

Client Service Associate

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