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US

  • Respond to investment executive and client needs, concerns, and questions.
  • Assist in account opening process and maintain electronic client files.
  • Provide highest level of service and ensure accuracy in transactions.

Communication Customer Service Attention To Detail Organizational Skills Problem Solving

20 jobs similar to Client Services Representative

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Canada

  • Provide excellent customer service via phone, chat, and email to maintain high customer satisfaction.
  • Set up and confirm distribution orders, vet content, and counsel clients on additional products.
  • Educate clients on PR Newswire products, services, and procedures.

Cision is a global leader in consumer and media intelligence, engagement, and communication solutions, providing PR and marketing professionals with tools to excel. With over 75,000 clients including 84% of the Fortune 500, Cision has offices in over 20 countries and fosters an inclusive environment with diversity and equity initiatives.

US

  • Handle inbound and outbound calls in a call center environment, providing excellent customer service.
  • Assist with account access issues, password resets, and ID reactivation for clients and inspectors.
  • Escalate complex issues to higher-level support and identify trends to improve service delivery.

Kreative Technologies provides call center support to clients and government personnel, handling inbound and outbound calls with professionalism. The company is an equal opportunity employer committed to a diverse and inclusive workplace, though its size is not specified.

US

  • Handle provider inquiries through multiple channels with accuracy and precision.
  • Establish and maintain positive relationships with providers on behalf of the company.
  • Complete ongoing training to stay abreast of products, services, and policy changes.

Capital Blue Cross is an independent licensee of the Blue Cross Blue Shield Association offering health insurance. It is consistently voted one of the "Best Places to Work in PA" and values employee growth and community involvement.

United States

  • Drive growth by assisting sales with demos and strategic trials of financial data solutions, including running trial training calls.
  • Maintain customer health by working with account management to provide advanced training, customizations, and build custom templates.
  • Act as a subject matter expert and product liaison, creating enablement materials and relaying customer feedback across teams.

AlphaSense provides AI-driven market intelligence and search, helping professionals make informed decisions with content including equity research, company filings, and expert calls. Founded in 2011, the company is headquartered in New York City with over 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland.

US

  • Develop, revise, and present financial plans through planning software, specializing in retirement, risk management, tax, estate, and investment planning.
  • Partner with Wealth Advisors to maintain and enhance client relationships by actively participating in the financial planning process.
  • Mastery of technology stack including CRM and custodian websites, and serve as day-to-day contact for client needs.

Focus Partners Wealth offers wealth, asset, and business management services, supporting clients at every stage of life. With over $180 billion in regulatory assets under management, the firm uses research-backed investment strategies to create custom portfolios and delivers personalized wealth planning solutions to clients in all 50 states.

US

  • Review and approve marketing materials for FINRA and SEC compliance using the Hadrius tool.
  • Support new account opening, cash transfer review, and SAR filings.
  • Assist in maintaining Written Supervisory Procedures and monitoring regulatory developments.

Frec builds tax-aware investment tools to help investors hold onto more of what they earn. They have grown 50% QoQ with over $1B in customer assets, backed by Greylock Partners and other investors.

US

  • Communicate with prospective and current clients by phone to explain service options and assist with inquiries.
  • Document client interactions and maintain accurate records while following company procedures.
  • Utilize strong communication and organizational skills to work independently in a remote setting.

S&A Group provides professional client support and benefits solutions through phone-based communication and account assistance. They are a growing team focused on accountability, consistency, and professional development, offering a supportive environment for long-term success.

US

  • Answer customer inquiries with professional courtesy and exceptional service based on client instructions.
  • Document each inquiry into a database and verify customer information, making corrections as needed.
  • Actively listen to recognize opportunities to offer additional information and ensure the best customer service experience.

Senture delivers high-quality inbound and outbound customer care support for a wide range of federal, state, and commercial clients. We take pride in providing exceptional service and supporting our employees.

US Unlimited PTO

  • Provide top-notch customer service via phone, email, and chat to Lively account holders.
  • Solve complex tasks related to all Lively products with accuracy and empathy.
  • Generate bug reports and handle data reconciliation through Jira.

Lively offers modern HSA and benefit solutions using user-centric design and technology. It is a remote-first company headquartered in San Francisco with employees across the US.

US

  • Provides support to customers by answering calls, resolving issues, and documenting interactions according to department standards.
  • Manages follow-up contacts and evaluates concerns to determine reasonable resolutions using department guidelines.
  • Refers unresolved grievances to Verizon Wireless and assists team members with shadowing and questions.

Cellular Sales provides customer support and sales services for Verizon Wireless. The company is a large organization with a focus on culture and employee assistance programs.

LATAM

  • Promoting and selling the benefits of the COMPASS suite of products to subcontractors.
  • Developing, growing, and nurturing client relationships and addressing inquiries.
  • Leveraging client relations to gain new business and providing feedback to internal teams.

1840 & Company is a global leader in Business Process Outsourcing (BPO) and remote talent solutions. They specialize in connecting companies with freelance professionals and outsourcing services across over 150 countries, with headquarters in Overland Park, KS and delivery facilities worldwide.

US 4w PTO

  • Provide outstanding customer service to families over the phone, educating them about evaluation, treatment, and insurance processes.
  • Accurately enter patient registration information and schedule appointments, identifying potential conflicts.
  • Coordinate information between referring physicians, insurance companies, and treatment clinics, handling 40-70 calls daily.

Cranial Technologies is the only company globally dedicated to researching and treating plagiocephaly (flat head syndrome) and providing non-invasive ear shape correction. With over 300,000 babies successfully treated, they are a leader in pediatric cranial shaping and foster a compassionate, family-oriented culture.

US

  • Manage order-to-cash activities and process customer orders with precision into the order management system.
  • Act as primary contact for customer inquiries, resolving issues and providing tailored solutions.
  • Train channel partners on business processes, validate order accuracy, and ensure compliance with policies.

Syngenta Seeds is a global leader in developing and producing high-quality seeds for farmers, improving crop yields and mitigating risks like disease and drought. Headquartered in the US, the company fosters a collaborative culture with professional development opportunities and work-life balance.

  • Conduct virtual consultations with clients to assess their financial needs.
  • Build lasting client relationships through periodic check-ins and follow-ups.
  • Utilize provided leads and training to advance based on performance.

Global Elite Empire Consultants is a third-party recruitment firm that connects candidates with insurance and financial services positions. They provide training, mentorship, and a flexible remote work environment.

US 3w PTO

  • Handle inbound calls and warm leads, consulting customers on insurance needs and converting sales leads into policyholders.
  • Receive paid training, licensing in all 50 states, and a dynamic role directed at warm leads only.
  • Enjoy generous earning potential with base salary plus commission, comprehensive benefits, and flexible work arrangements.

Liberty Mutual Insurance is a Fortune 100 company providing protection for the unexpected with care. They are a large organization fostering an inclusive environment with Employee Resource Groups and comprehensive benefits.

USA

  • Provide administrative and operational support to Lead and Associate Planners, including scheduling and client reminders.
  • Maintain and update the firm's CRM, complete workflows, audits, and manage the client service calendar.
  • Support billing operations and coordinate client engagement activities such as milestone cards and gift acknowledgements.

White Coat Planning provides comprehensive financial planning and investment management services for high-income professionals, guided by the principles of the White Coat Investor. The firm is a new, growing company focused on integrity and client care.

US

  • Support PBA account teams with day-to-day client requirements and benefit management.
  • Analyze client requests and coordinate with internal and external teams to execute plan documentation.
  • Lead quality assurance testing, claim reviews, and resolve sponsor and member issues.

Judi Health is an enterprise health technology company providing a comprehensive suite of PBM and health benefit management solutions for employers and health plans. They value diversity and are committed to rebuilding trust in healthcare in the U.S.

US

  • Handle inbound and outbound calls, texts, and emails to resolve customer inquiries.
  • Document all interactions accurately and manage cases within company systems.
  • Escalate complex issues and collaborate with teams to ensure timely resolution.

Five Star Solutions provides customer service and support solutions. The company values diversity and is committed to a professional, diverse workforce, hiring the best available people.

US Canada

  • Handle a high volume of inbound calls while maintaining strong service levels.
  • Answer questions about coverage, contracts, and claims from customers, dealers, and repair facilities.
  • Resolve customer issues or route inquiries to the appropriate department when needed.

APCO Holdings partners with dealerships across North America to deliver innovative vehicle protection products and services. The company is a medium-sized organization with a collaborative and supportive team environment, driven by values of Commitment, Accountability, Results-Driven, and Excellence.

US

  • Process telephone orders and provide product quotes, delivery specifications, and payment terms.
  • Prospect for new accounts and manage customer relationships within a specified territory.
  • Utilize company digital tools to sell, market, and demonstrate products while resolving customer issues.

Rexel USA is a leading distributor of electrical products, data communication, wireless communication and related supplies in the United States. With over 460 warehouse storefront locations and eight regions, they offer a large distribution network and promote from within to foster career growth.