Client Services Representative Job at Wealthfront (New York City)

Client Services Representative

We are hiring a Customer Relations Specialist to support clients with travel pla...

Location

United States , Wichita

Salary:

Not provided

Traveling with Tasha

Expiration Date

Until further notice

Requirements

detail-oriented
self-motivated
comfortable using online systems and digital tools
strong communication, organization, and time management skills
ability to work independently while managing multiple clients

Job Responsibility

responding to client inquiries
researching travel options
coordinating and confirming reservations
maintaining consistent follow-up communication
ensuring accuracy in booking details
providing support throughout the planning process

Client Services Representative

We are hiring a Customer Relations Specialist to support clients with travel pla...

Location

United States , Tulsa

Salary:

Not provided

Traveling with Tasha

Expiration Date

Until further notice

Requirements

detail-oriented
self-motivated
comfortable using online systems and digital tools
strong communication skills
strong organization skills
strong time management skills
ability to work independently while managing multiple clients

Job Responsibility

responding to client inquiries
researching travel options
coordinating and confirming reservations
maintaining consistent follow-up communication
helping ensure accuracy in booking details
providing support throughout the planning process

Client Services Representative

We are hiring a Customer Relations Specialist to support clients with travel pla...

Location

United States , Des Moines

Salary:

Not provided

Traveling with Tasha

Expiration Date

Until further notice

Requirements

Detail-oriented
self-motivated
comfortable using online systems and digital tools
strong communication skills
strong organization skills
strong time management skills
ability to work independently while managing multiple clients

Job Responsibility

Responding to client inquiries
researching travel options
coordinating and confirming reservations
maintaining consistent follow-up communication
ensuring accuracy in booking details
providing support throughout the planning process

Client Services Representative

A growing financial services organization is seeking a Client Service Representa...

Location

United States , Escondido

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of client service, administrative, banking, or financial services experience
Strong organizational and multitasking skills
Experience with CRM platforms and Microsoft Office Suite
Excellent communication and customer service abilities
Professional demeanor with a high level of confidentiality

Job Responsibility

Welcome clients and provide exceptional customer service by phone, email, and in person
Coordinate appointments and maintain advisor calendars
Assist clients with account documentation and service requests
Follow up on outstanding items and ensure timely resolution
Build strong, long-term client relationships through consistent communication
Maintain confidential client records and documentation
Prepare reports, correspondence, and presentation materials
Update CRM and client databases
Assist with office operations and special projects

What we offer

medical
vision
dental
life and disability insurance
401(k) plan
free online training
access to top jobs
competitive compensation

Client Services Representative

We are looking for a Customer Relations Specialist to support clients with trave...

Location

United States , Visalia

Salary:

Not provided

Traveling with Tasha

Expiration Date

Until further notice

Requirements

detail-oriented
self-motivated
comfortable using online systems and digital tools
strong communication skills
strong organization skills
strong time management skills
ability to work independently
ability to manage multiple clients

Job Responsibility

responding to client inquiries
researching travel options
coordinating and confirming reservations
maintaining consistent follow-up communication
helping ensure accuracy in booking details
providing support throughout the planning process

What we offer

flexible remote work environment
access to training
support resources
industry tools

Fulltime

Client Services Representative

We are looking for a Customer Relations Specialist to support clients with trave...

Location

United States , Waco

Salary:

Not provided

Traveling with Tasha

Expiration Date

Until further notice

Requirements

Detail-oriented
self-motivated
comfortable using online systems and digital tools
strong communication, organization, and time management skills
ability to work independently while managing multiple clients

Job Responsibility

Responding to client inquiries
researching travel options
coordinating and confirming reservations
maintaining consistent follow-up communication
ensuring accuracy in booking details
providing support throughout the planning process

Client Services Representative

We are looking for a Customer Relations Specialist to support clients with trave...

Location

United States , Fort Wayne

Salary:

Not provided

Traveling with Tasha

Expiration Date

Until further notice

Requirements

Detail-oriented
self-motivated
comfortable using online systems and digital tools
strong communication, organization, and time management skills
ability to work independently while managing multiple clients

Job Responsibility

Responding to client inquiries
researching travel options
coordinating and confirming reservations
maintaining consistent follow-up communication
ensuring accuracy in booking details
providing support throughout the planning process

What we offer

Flexible remote work

Client Services Representative

We are looking for a Customer Relations Specialist to support clients with trave...

Location

United States , Peoria

Salary:

Not provided

Traveling with Tasha

Expiration Date

Until further notice

Requirements

Detail-oriented
self-motivated
comfortable using online systems and digital tools
strong communication, organization, and time management skills
ability to work independently while managing multiple clients

Job Responsibility

Responding to client inquiries
researching travel options
coordinating and confirming reservations
maintaining consistent follow-up communication
helping ensure accuracy in booking details
providing support throughout the planning process

What we offer

Flexible work

Select Country

Client Services Representative

Requirements

Looking for more opportunities?

Client Services Representative

Client Services Representative

Client Services Representative

Client Services Representative

Client Services Representative

Client Services Representative

Client Services Representative

Client Services Representative

Client Services Representative

Our AI answers in your language