Client Services Representative managing relationships with international clients at a SaaS company. Responsible for customer satisfaction, onboarding, and promoting product adoption.
About the role
- Client Service Specialist providing fast and reliable support to financial advisors at Triad Wealth. Managing onboarding, reporting, and client inquiries while enhancing client experience.
Responsibilities
- Support the onboarding process by researching questions and assisting with document sending
- Build and maintain standard and customized reporting for Triad Wealth’s clients
- Process client-directed activity on new and existing accounts
- Respond to inquiries from Triad Wealth’s clients with thoroughness and thoughtfulness
- Collaborate with internal teams and external vendors to deliver reliable answers to client requests
- Assist with training the support staff of Triad Wealth’s new clients
- Identify and present opportunities to streamline processes and increase efficiency
Requirements
- Bachelor’s degree plus 3-5+ years of experience in the financial services industry
- Preferred experience working with a Turnkey Asset Management Program or Registered Investment Advisor
- Experience working with or as a client service associate or advisor support staff in the financial services industry
- Strong service mindset and desire to help others
- Strong oral and written communication skills
- Strong organizational, analytical, problem-solving, and time management skills
- Salesforce and Orion experience a plus
Benefits
- Fast and reliable support to financial advisors
- Opportunity to move up quickly into a Relationship Management role
- Delivering an 11-star experience for clients
- Collaborate on projects that directly contribute to the success of clients and the company
- Cultivate an environment to pause, recharge, and pursue joy outside of work
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Senior client service role at BNY fostering world - class client service across multiple products. Collaborating with clients and internal teams to enhance satisfaction and address complex issues.
Client Services Associate responsible for accurate onboarding documentation and client interactions at financial services firm. Includes handling pension and investment analysis on behalf of the company.
Manager in Finance Transformation focusing on Japanese companies in Southeast Asia. Advising on purpose - led growth, operational foundations, and management strategies.
Client Service Officer supporting relationship managers in wealth management at an international bank. Responsibilities include client relationship coordination and collaboration with internal stakeholders.
Customer Service Representative providing support to Employee Benefit Consultants, clients, and insurers. Handling queries over phone and email in a hybrid work environment.
Client Service Excellence Center associate providing exceptional service via inbound calls to assist clients with financial inquiries at Vanguard. Requires strong client service experience and licensing.
Cyber Client Service Technician ensuring device cybersecurity at GE HealthCare's medical technology. Servicing customer IT and security for enhanced satisfaction with biomedical equipment security.
Client Services Specialist supporting clients on a leading trading platform with advanced communication skills. Handling KYC procedures and providing comprehensive client support and training.
Client Service Specialist supporting clients through live chat, emails, and calls for a leading trading platform. Assisting with KYC procedures and enhancing client satisfaction.