Top 834408 Rep, Client Service I Jobs

Client Service Associate I
Northwest Federal Credit Union —Herndon, VA
- $26.89 - $45.74 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Remote Appointment Setter
360 Brand —Remote
- $250 - $650 a week
- Part-time
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- No experience needed
- English
- Communication skills
- Work from home
- Flexible schedule
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Client Service Representative
Firstsource Healthcare —Remote
- $15 an hour
- 8 hour shift
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- Computer literacy
- Writing skills
- Typing
- Dental insurance
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Appointment Setter
OC 55+ Health and Lifestyle Magazine —Remote
- $20.00 - $27.79 an hour
- Part-time
- Remote
- Background check
- Microsoft Outlook
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12d
Remote Appointment Setter
Pettito —Remote
- From $16 an hour
- Weekends as needed
- Remote
- Spanish
- Customer service
- High school diploma or GED
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Patient Services Representatives - Remote
American Health Connection Inc —Remote
- From $17 an hour
- Weekends as needed
- Remote
- Bilingual
- Background check
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Appointment Setter
Wealthy Leadership Inc. —Atlanta, GA
- $900 - $1,800 a week
- Part-time
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- Communication skills
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Remote Client Success Agent - Inbound
Nodeflix Technologies —Remote
- $55,000 - $75,000 a year
- Full-time
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- No experience needed
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- Under 1 year
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Customer Service Representative - Remote
OneTouch Direct —San Antonio, TX
- $26,000 - $286,000 a year
- Full-time
- Remote
- High school diploma or GED
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- Entry level
- AD&D insurance
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Appointment Setter
Roses Reelz —Remote
- $21 an hour
- Full-time
- Remote
- Mid-level
- Communication skills
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PATIENT SERVICE REP-CALL CENTER I
Family Health Centers of San Diego —San Diego, CA
- $25.00 - $29.12 an hour
- Full-time
- Spanish
- Computer literacy
- English
- Vision insurance
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Appointment Setter
Telos Ventures LLC —New Jersey
- $15.92 - $40.00 an hour
- Choose your own hours
- Remote
- English
- Communication skills
- Entry level
- Paid training
- Flexible schedule
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14d
Service Dispatch Coordinator
CyberSheath —Remote
- $45,000 - $65,000 a year
- Monday to Friday
- Remote
- Mid-level
- Typing
- 1 year
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Customer Support Representative
ibynd —Remote
- $25 an hour
- Part-time
- Remote
- Google Workspace
- Mid-level
- 2 years
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Client Support Representative I
CVS Health —Arizona
- $17.00 - $28.46 an hour
- Full-time
- Remote
- Fair chance
- Business Administration
- 1 year
- Health insurance
- Dental insurance
Call Center Customer Service Representative (1st Shift)
Travel Incorporated —Remote
- Full-time
- Remote
- Office
- High school diploma or GED
- Travel
- Paid training
Quick Apply
Appointment Scheduler -Remote
AQUA AIR SOLUTIONS LLP —Bristol, CT
- $20 an hour
- Choose your own hours
- No experience needed
- Communication skills
- Entry level
- Paid training
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7d
CUSTOMER SERVICE REPRESENTATIVE
JR Services —Remote
- Full-time
- Remote
- Communication skills
- Entry level
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Medical Call Center Representative - REMOTE
American Health Connection Inc —Remote
- From $17 an hour
- Urgently hiring
- Remote
- Bilingual
- Background check
- Computer literacy
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Quick Apply
Outbound Call Center Rep
CVS Health —Georgia
- $15.00 - $26.93 an hour
- Full-time
- Remote
- Background check
- HIPAA
- High school diploma or GED
- Paid training
- Employee stock purchase plan

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Client Service Associate I

Northwest Federal Credit Union -
Herndon, VA

Apply Now

Job Details

Full-time
$26.89 - $45.74 an hour

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Parental leave
Vision insurance
Life insurance

Qualifications

Customer relationship building
Employee relationship building
Managing clients in a customer support role
Data interpretation
Experience practicing in the securities industry

Full Job Description

Overview:

The Client Service Associate I provides direct support to the Wealth/Financial Advisor(s). The CSA’s job is to help enhance the client experience by servicing the client’s needs and providing administrative support to the Advisor in their daily business practices. Knowledge of firm policies, procedures and technology allows the CSA I to interface with clients and prospects, anticipate their needs, resolve their problems, and follow through to provide exceptional service. The CSA I should support the firm’s initiatives and maintain risk awareness and regulatory knowledge.

Responsibilities:

Prepare new account applications and all other pertinent documents
Prepare reports and other materials for client or prospect meetings
Answer client phone calls and provide necessary assistance
Deliver outstanding client service
Greet clients in the office
Accept (with appropriate licensing and registration) and execute trade requests
Research and resolve notifications
Participate in team meetings and support staff meetings
Generate and review various reports on a routine basis with the advisor to include advisory reviews due, high/low cash, upcoming periodic distributions, listing of paperwork not returned from clients, etc.
Schedule annual advisory client review meetings and assist advisor with recording reviews into CRM
Management of the Advisor’s calendar
Attend and support Advisor’s client events and seminars/webinars
Preparation and tracking of life insurance applications
Coordination of various tasks with Operations team as necessary
Ensure account document and database accuracy
Financial planning and/or customer relationship management systems
Other duties as assigned
Adhere to Bank Secrecy Act (BSA) regulations and all related Credit Union policies and procedures

#NWFCU1

Qualifications:

Required

Bachelor’s degree in Business related field or equivalent experience
Minimum 2 years of experience in investment/wealth industry
Prior experience providing excellent customer service and the ability to show a high level of attention to detail
Must be able to work independently with minimal supervision
Ability to review and analyze or interpret data and documentation and to make decisions regarding subsequent actions
Accuracy, detail-orientation & time management
Ability to use financial planning and/or customer relationship management systems
Strong interpersonal and written communication skills
Ability to prioritize activities to meet deadlines
Strong collaboration and relationship building skills
Ability to interact effectively with all levels of the organization and/or the public
Must be able to work onsite in Herndon, VA Headquarters
Must be able to work the hours of M-F 8:00am-4:30pm

Preferred

FINRA Series 6 and 63 security licenses
Experience in corporate financial services setting
Experience supporting financial services teams
An understanding of investment or wealth management process

Additional Compensation:

Northwest Federal offers a comprehensive and inclusive benefits program, which includes medical, dental and vision plans for you and your family, 4 weeks paid vacation, 12 paid holidays, 24 hours of paid volunteer time, parental leave, company paid disability and life insurance, and a generous 401(k) plan with up to 7% employer match.

Base compensation for this role ranges from $26.89 – $45.74 hourly, depending on experience and qualifications.

EEO Notice:

Northwest Federal Credit Union is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law.

NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or [email protected].

Apply Now

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