Talent.com
Senior Associate, Client Services

Senior Associate, Client Services

VirtualVocationsPompano Beach, Florida, United States
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

A company is looking for a Senior Associate, CSA-3.

Key Responsibilities

Provide clients with account statements, balance inquiries, and various banking documents

Facilitate account maintenance, onboarding, and money movement tasks

Coordinate with relationship managers to meet client needs and ensure efficient service delivery

Required Qualifications, Training, and Education

At least 4 years of experience in the financial industry

High School diploma or GED required; advanced degrees preferred

Knowledge of financial industry legislation and bank products / services

Experience with Microsoft Office; SalesForce experience preferred

Exceptional organizational and time management skills

serp_jobs.job_alerts.create_a_job

Client Service Associate • Pompano Beach, Florida, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Client Success Manager

Client Success Manager

VirtualVocationsDavie, Florida, United States
serp_jobs.job_card.full_time
A company is looking for a Client Success Manager to own and grow client relationships.Key Responsibilities Manage client relationships, conduct QBRs, and deliver performance insights Establish ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Enterprise Client Success Manager

Enterprise Client Success Manager

VirtualVocationsPompano Beach, Florida, United States
serp_jobs.job_card.full_time
A company is looking for an Enterprise Client Success Manager - Insurance.Key Responsibilities Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless exper...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Client Services Manager

Client Services Manager

VirtualVocationsDavie, Florida, United States
serp_jobs.job_card.full_time
A company is looking for a Manager, Client Services.Key Responsibilities Project manage and oversee the day-to-day operations of campaign delivery, including budgets and timelines Manage and men...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Account Manager

Client Account Manager

VirtualVocationsFort Lauderdale, Florida, United States
serp_jobs.job_card.full_time
A company is looking for a Client Account Manager to join their Client Services Team and support growth.Key Responsibilities Research potential clients and market opportunities Use sales tools t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Relationship Manager

Relationship Manager

VirtualVocationsPompano Beach, Florida, United States
serp_jobs.job_card.full_time
A company is looking for a Relationship Manager to oversee enterprise-level support and service activities for a designated group of clients. Key Responsibilities Manage client relationships and e...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Relations Manager - Fully Remote Position

Client Relations Manager - Fully Remote Position

Globe Life : American Income DivisionPompano Beach, FL, United States
serp_jobs.filters.remote
serp_jobs.job_card.full_time
The Manager-in-Training (MIT) position is crafted for ambitious individuals who are motivated to take on leadership roles within the organization. This role is a key part of our leadership developme...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Customer Success Manager

Senior Customer Success Manager

VirtualVocationsHialeah, Florida, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Manager, Customer Success Mid Market.Key Responsibilities Lead and develop a team of Customer Success Managers to achieve adoption, retention, and expansion goal...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
California Licensed Account Manager

California Licensed Account Manager

VirtualVocationsDavie, Florida, United States
serp_jobs.job_card.full_time
Account Manager, Marketplace Agency Account Management.Key Responsibilities Execute business development and account management strategy across the US Meet and exceed quarterly and annual revenu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Customer Success Specialist

Customer Success Specialist

VirtualVocationsPompano Beach, Florida, United States
serp_jobs.job_card.full_time
A company is looking for a Customer Success Professional - Remote.Key Responsibilities Serve as the primary contact for key account sales teams, facilitating communication across internal functio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Regional Client Success Lead

Regional Client Success Lead

VirtualVocationsFort Lauderdale, Florida, United States
serp_jobs.job_card.full_time
A company is looking for a Regional Client Success Lead to support client relationship management for regional accounts.Key Responsibilities Develop and maintain strong client relationships to su...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Operations Specialist

Client Operations Specialist

VirtualVocationsHialeah, Florida, United States
serp_jobs.job_card.full_time
A company is looking for a Client Operations Specialist to provide operational support for advertising campaigns.Key Responsibilities Proactively manage operational activities and support Commerc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Relationship Manager, Private Equity

Relationship Manager, Private Equity

VirtualVocationsDavie, Florida, United States
serp_jobs.job_card.full_time
A company is looking for a Relationship Manager for their Global Private Equity Practice.Key Responsibilities Build and support relationships with key Private Equity Partners Develop and impleme...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Success Lead

Client Success Lead

VirtualVocationsBoca Raton, Florida, United States
serp_jobs.job_card.full_time
A company is looking for a Regional Client Success Lead to manage client relationships and drive client satisfaction.Key Responsibilities Develop and maintain strong client relationships to suppo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Customer Success Manager

Customer Success Manager

VirtualVocationsHollywood, Florida, United States
serp_jobs.job_card.full_time
A company is looking for a Customer Success Manager with Lab Management Experience.Key Responsibilities Conduct regular customer check-ins and SaaS business reviews to assess progress and gather ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
California Licensed Customer Success Manager

California Licensed Customer Success Manager

VirtualVocationsTamarac, Florida, United States
serp_jobs.job_card.full_time
A company is looking for a Customer Success Manager.Key Responsibilities Develop and execute strategic account plans to drive product adoption and customer retention Lead the full customer lifec...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Senior Customer Success Specialist

Senior Customer Success Specialist

VirtualVocationsDavie, Florida, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Customer Success Specialist responsible for managing client incentive and recognition programs. Key Responsibilities Ensure smooth operation of client programs an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Customer Success Executive

Customer Success Executive

VirtualVocationsHollywood, Florida, United States
serp_jobs.job_card.full_time
A company is looking for a Customer Success Executive responsible for driving post-sales activities and customer transformations. Key Responsibilities Lead the customer's post-sales transformation...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Client Management Manager

Senior Client Management Manager

VirtualVocationsTamarac, Florida, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Manager-Client Management.Key Responsibilities Drive profitable charge volume and revenue growth through business development and relationship management Devise...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Enterprise Customer Success Manager

Enterprise Customer Success Manager

VirtualVocationsPompano Beach, Florida, United States
serp_jobs.job_card.full_time
A company is looking for an Enterprise Customer Success Manager.Key Responsibilities Own the customer's renewal, usage, and adoption of product features Identify and execute account expansions, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Senior Manager - Private Client Services

Tax Senior Manager - Private Client Services

EisnerAmperWest Palm Beach, FL, United States
serp_jobs.job_card.full_time
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30