Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to :
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
Financial Client Services Associate
Qualifications – Financial Client Services Associate. Key Functions – Financial Client Services Associate. Much of your day will involve interacting with clients to address questions, process their requests, gather/submit forms to execute client investment transactions, and process insurance paperwo...
Client Services Associate
What You Will Accomplish Every Day As A Client Services Associate: Provide a superior client experience by maintaining brand standards, delivering exceptional customer service, and upholding our core values Apply knowledge of products and services to successfully process tasks and requests to meet c...
Administrative Assistant/Client Services Associate
This opportunity blends Administrative Assistant and Client Services Associate functions with one of our flagship teams (Maryland Farms Office) in the #1 Mid-Sized Business Culture in Nashville 2021 & 2022, Forbes' Best-In-State Wealth Advisors recipient, The Tennessean's Top Workplace 2020, 2021, 2...
Registered Wealth Management Client Associate
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. For established clients, the Client Associate will often serve as the most frequent point of contact with...
Client Associate
We’re looking for a Client Associate to:. ...
Bilingual Client Experience Associate - Tennessee (Work from Home)
Work is what you do, not where you do it.We’re on a mission to help the world work Anywhere.We believe people should be able to work and learn together, whether they’re communicating across a table or across the world.We offer a diverse set of products and services to a variety of businesses, from l...
Client Service Associate- Memphis, TN
We expect our associates at all levels to:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes• Make prompt, pragmatic choices and act with the client in mind• Take ownership and hold themselves and others accountable for delivering result...
Client Experience Associate - Tennessee
Work is what you do, not where you do it.We’re on a mission to help the world work Anywhere.We believe people should be able to work and learn together, whether they’re communicating across a table or across the world.We offer a diverse set of products and services to a variety of businesses, from l...
Entry Level Direct Sales Representative
This is an outside sales position working in your own assigned sales territory. Meet with sales team manager as needed to discuss and set your upcoming monthly and quarterly target sales goals and quotas. Follow up on provided sales leads and cold-call on businesses in person, balancing "cold&q...
Membership Sales Representative
Main responsibilities of a sales rep. Main qualifications of a sales rep. Willingness to give a sales pitch to several customers per day. ...