Client Relation Associate Job at PhasorSoft Group (Starkville)

New

Client Associate

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as...

Location

United States , Spokane; Coeur d'Alene

Salary:

23.08 - 36.54 USD / Hour

Wells Fargo

Expiration Date

Until further notice

Requirements

1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
Facilitate Financial Advisor and client requests for account related information and/or quotes
Schedule and prepare for appointments with new or prospective clients
Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s)
Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements
Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships
Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

New

Associate, Client Service, Media

The Associate is responsible for servicing media clients through the development...

Location

United States , New York

Salary:

64300.00 - 85000.00 USD / Year

Kantar

Expiration Date

Until further notice

Requirements

Bachelor’s degree in market research/marketing or related social science and analytic disciplines
1+ years of professional market research experience preferred with exposure to quantitative methodologies
1+ years of experience in client facing roles and track record of success in client interactions
Basic understanding of digital advertising principles and practices
Strong process and time management skills
capable of prioritizing and delivering against multiple/competing deadlines
prior project management experience preferred
Proficient computer skills in Microsoft office and Google Suite tools, and ability to master other needed business tools (e.g., data management / cross tab and other proprietary tools)
Strong detail-orientation with ability to manage multiple work streams and collaborate cross-functionally
Excellent communication skills (verbal and written) with ability to use logical reasoning and problem-solving

Job Responsibility

Execute advertising campaign effectiveness research studies for some of Kantar’s top brand, agency and media platform clients
Utilize various tools and partners to complete studies from start to finish
Day to day tasks may include leading kick-off calls, study setup, survey design, data analysis, report writing and presentation of results
Manage project timelines and quality, collaborating with client teams and across departments
Lead meetings to scope and kick off new projects as well as to present data results to clients and their ad agencies
Develop actionable media and creative recommendations for future ad campaigns based on measurement results
Perform quality checks to ensure project accuracy and address issues proactively
Continuously seek to improve skills through training and team support
Build understanding of media capabilities and analytic methods
Exhibit critical thinking, seek process improvements, and foster a positive, inclusive environment

What we offer

Medical plans with comprehensive, affordable coverage for a range of health services
Health Savings Account/FSA
Dental, Vision and benefits to cover unique healthcare needs
Wellness Program
401k with match
Tuition Reimbursement
Commuter benefits
Unlimited PTO

Fulltime

New

Client Associate

About this role: Wells Fargo is seeking a Client Associate in Wealth and Investm...

Location

United States , Linwood

Salary:

25.48 - 36.54 USD / Hour

Wells Fargo

Expiration Date

June 26, 2026

Requirements

1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
Facilitate Financial Advisor and client requests for account related information and/or quotes
Schedule and prepare for appointments with new or prospective clients
Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s)
Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements
Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships
Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Senior Associate Client Manager

As a Senior Associate Client Manager at NTT DATA, you will be the go-to expert f...

Location

Singapore , Singapore

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Strong sales business acumen, focusing on planning and leveraging tools and DATA to meet business requirements
In-depth knowledge of NTT DATA's offerings, client applications, use cases, and market trends
Proficiency in sales pursuit, including identifying and advancing opportunities with prospects and clients
Experience with business-to-business and business-to-consumer sales techniques
Experience working with the Salesforce.com contact platform
Moderate-level experience in a sales team, customer service role, or business development and/or sales in the IT or professional services industry
Excellent client engagement and management skills, with a detailed understanding of client needs and effective sales planning
Ability to negotiate with clients and vendors/partners effectively
Bachelor's degree or equivalent in business or a sales-related field

Job Responsibility

Manage and nurture relationships within assigned client accounts
Drive expansion and renewals across all solutions within accounts
Minimize churn and maximize retention by uncovering growth opportunities
Take ownership of commercial agreements for each client
Drive client satisfaction and address concerns by recommending feasible solutions
Generate demand by identifying client needs and engaging them through digital marketing channels
Build strong, enduring relationships with clients
Develop open and effective communication channels with clients
Achieve performance targets, encourage revenue growth, and ensure adherence to governance and compliance policies

Fulltime

Client Associate

Robert Half is seeking a Client Associate to support our busy financial services...

Location

United States , Moorestown

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Business, or related field
1+ year experience in a supporting role within financial services
Licensing experience
Experience with financial planning software, such as eMONEY
Excellent organizational, communication, and follow-through skills

Job Responsibility

Provide daily administrative and service support to several lead advisors, helping them manage client needs efficiently
Guide clients through account setup, asset transfers, fund movements, and profile changes with accuracy and care
Complete and submit required forms and documentation in a timely manner while maintaining a high standard of precision
Organize and update client files so records remain complete, current, and easy to access
Work closely with internal teams to follow up on requests and keep client-related processes moving on schedule
Deliver attentive service at each stage of the client relationship to promote a smooth and detail-oriented experience

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan
free online training

Fulltime

Senior Associate, Client Solutions (Corporate)

Gerson Lehrman Group is seeking a Senior Associate to support clients of the Cor...

Location

Singapore , Singapore

Salary:

Not provided

GLG

Expiration Date

Until further notice

Requirements

Bachelor's degree, or above
Excellent communication skills and fluency in English, and in Mandarin is a plus as this role will liaise with counterparts from Greater China
2 to 4 years of work experience in client-facing, partnerships, account management roles in relevant industries such as business/information services, market research, consultancies, and recruitment services, etc., plus significant ongoing curiosity about trends and personalities in the project-related sector
Familiar with pain points and research solutions for life science or healthcare sectors would be a positive
Prior experience with direct client communication and some level of ownership of client relationships
Committed to delivering results and a growth mindset
Demonstrated performance and business judgment, in some or all of the following areas: Sales, negotiation, or networking with high-end professionals
and/or Business development, corporate development, product development, Product and project management
Ability to identify best match/solution of requests/questions and to handle increasing responsibility over time
Successful track record working in a team environment

Job Responsibility

Facilitating educational interactions between GLG Council Members and our clients, enable our clients to make more informed and confident decisions. The Manager is tasked with building client relationships, understanding their business model and identifying the best fit GLG solutions for the client. GLG solutions consist of telephone consultations but also may consist of surveys, in person meetings, written reports, in-depth engagements. Clients would be primarily leading professionals from corporates of different sizes across APAC
Interaction with GLG's experts to understand their capabilities and knowledge on specific client requests
Working towards growing GLG client relationships. The Senior Associate will be working towards gaining responsibility of developing relationships with GLG clients, who are primarily leading professionals from corporates of different sizes across APAC through calls, in-person meetings and quality of project execution.
This relationship development will come with accountability to ownership to grow a book of business comprised of several client accounts, with a focus on establishing and building rapport with users and increasing utilisation of GLG's offerings
Team-wide collaboration. The Senior Associate is expected to work closely with our Sales and Business Development team and other research professionals to grow revenue and ensure retention of existing accounts.
Further Collaborating with GLG's Events, Strategic Projects and Survey teams to pitch and execute a wide range of products.

Fulltime

Private Client Associate

Our client, a well-established and growing wealth management firm in the Albany ...

Location

United States , Loudonville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Series 7, 63, 65 or 66 highly preferred (or willingness to obtain)
2+ years of experience in wealth management, financial services, or a related field
Strong understanding of investment products and account types
Exceptional organizational skills and attention to detail
Strong communication and client service skills
Ability to manage multiple priorities in a fast-paced environment
Proficiency in Microsoft Office
experience with CRM systems a plus

Job Responsibility

Provide administrative and operational support to a Financial Advisor
Serve as a primary liaison for client inquiries and requests
Open and maintain client accounts, ensuring accuracy and compliance
Process transactions, including transfers, distributions, and trades
Prepare client meeting materials and follow-up documentation
Maintain accurate client records and documentation
Coordinate with custodians and internal teams to resolve issues
Assist with client onboarding and relationship management

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Associate, Client Service, Brand

An active contributor to Kantar's trusted relationship with its clients and is d...

Location

United States , New York City

Salary:

59900.00 - 99800.00 USD / Year

Kantar

Expiration Date

Until further notice

Requirements

1+ years of professional experience or strong internships / MMR programs
market research experience preferred with exposure to quantitative methodologies
Strong process and time management skills
capable of prioritizing and delivering against multiple/competing deadlines
prior project management experience preferred
Proficient computer skills in Microsoft office tools and ability to master other needed business tools (e.g., SPSS, Survey Reporter, data management / cross tab tools and other proprietary tools)
Strong detail-orientation with ability to manage multiple work streams and among multiple teams
Excellent communication skills (verbal and written) with ability to use logical reasoning and problem-solving
Natural curiosity, a can-do attitude, driven and willing to take initiative
Bachelor’s degree in market research/marketing or related social science, mathematics and/or other analytic disciplines

Job Responsibility

Individual contribution to project financials and time spent on job for assigned projects
Contributes to Brand Performance new business opportunities to maintain and grow book of business
Learning how to price and scope jobs and build a statement of work
Starting to manage day to day and tactical communication for accounts
Working to independently address client questions and requests, manage expectations and deadlines while providing status updates, coaching on complex or new challenges
Working to design research and contributes to the process (survey design, sample, specs, to deliverables)
Responsible for delivering on client servicing values and driving client satisfaction
Learning project tools, processes and is able to execute independently
Contributes to critical and analytical thinking on accounts
Loops in senior support when needed

What we offer

Medical plans with comprehensive, affordable coverage for a range of health services
Health Savings Account/FSA
Dental, Vision and benefits to cover unique healthcare needs
Wellness Program
401k with match
Tuition Reimbursement, Commuter benefits
Unlimited PTO

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Client Relation Associate

Job Description

Requirements

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