Client Services Representative Job at deVere Group

Client Services Representative

The traditional financial industry was not built to put the interests of clients...

Location

United States , Palo Alto

Salary:

60000.00 - 80000.00 USD / Year

Wealthfront

Expiration Date

Until further notice

Requirements

Bachelor’s degree
1+ years of experience in retail banking, wealth management, asset management, and/or fintech
Experience in a client facing role is preferred
Strong communication skills
able to explain complicated concepts to clients as well as team members
Able to partner with multiple stakeholders, including other teams and senior executives
Comfortable with being independent and learning new concepts quickly
Excited about our mission statement
Passion for delighting clients
Series 7 and 66 preferred (or must be obtained within 3 months of joining)

Job Responsibility

Provide exceptional customer service through email and phone communication
Help our clients use our product better through online tools and resources
Work with our operations teams to resolve client issues
Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
Assess client information and approve fund transfers
Assist clients in understanding asset allocation and explain investment risk profiles
Assist clients in understanding and analyzing the performance of their investments, and the potential impacts of client risk decisions

What we offer

medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, equity, discretionary bonus

Fulltime

Client Services Representative

The selected candidate will be based in Collierville, Tennessee, 38017, United S...

Location

United States , Collierville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in a similar role as a Client Services Representative
Proficiency in using Accounting Software Systems
Familiarity with ADP - Financial Services is necessary
Ability to navigate and effectively use Computer Programs
Experience with CRM systems is required
Comfortable in using EHR SYSTEM
Knowledge of About Time software would be advantageous
Capable of Answering Inbound Calls in a detail oriented manner
Understands Benefit Functions and can carry them out efficiently
Ability to perform Billing Functions

Job Responsibility

Efficiently enter all customer orders and maintain high service standards for both internal and external customers
Actively monitor various communication channels to respond to customer inquiries promptly
Update important timelines such as ETA, ATA, schedules and confirmations of arrivals and empty return as directed by the supervisor
Regularly update company-related software to ensure accurate information is available for executing delivery and pickup
Uphold the company's core values and conduct all business operations in a highly ethical manner
Maintain accurate customer credit records and process customer credit applications with precision
Use various software systems, including SixWheel, ADP, and other related software, for basic updates to meet required service levels
Build and maintain solid relationships with vendors and customers, ensuring their needs are met in a timely manner
Communicate intercompany charges and inform supervisor of any vendor or customer disputes
Follow established efficiencies to increase capacity and deliver the highest quality of customer service as per our Service Level Agreements

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Client Services Representative

The main focus of this role will be handling customer orders and inquiries, ensu...

Location

United States , Collierville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in a similar role as a Client Services Representative
Proficiency in using Accounting Software Systems
Familiarity with ADP - Financial Services is necessary
Ability to navigate and effectively use Computer Programs
Experience with CRM systems is required
Comfortable in using EHR SYSTEM
Knowledge of About Time software would be advantageous
Capable of Answering Inbound Calls in a detail oriented manner
Understands Benefit Functions and can carry them out efficiently
Ability to perform Billing Functions

Job Responsibility

Efficiently enter all customer orders and maintain high service standards for both internal and external customers
Actively monitor various communication channels to respond to customer inquiries promptly
Update important timelines such as ETA, ATA, schedules and confirmations of arrivals and empty return as directed by the supervisor
Regularly update company-related software to ensure accurate information is available for executing delivery and pickup
Uphold the company's core values and conduct all business operations in a highly ethical manner
Maintain accurate customer credit records and process customer credit applications with precision
Use various software systems, including SixWheel, ADP, and other related software, for basic updates to meet required service levels
Build and maintain solid relationships with vendors and customers, ensuring their needs are met in a timely manner
Communicate intercompany charges and inform supervisor of any vendor or customer disputes
Follow established efficiencies to increase capacity and deliver the highest quality of customer service as per our Service Level Agreements

What we offer

medical
vision
dental
life and disability insurance
eligibility to enroll in company 401(k) plan

Fulltime

Bilingual Client Service Representative

This is an ideal opportunity for a bilingual customer service or inside sales pr...

Location

Canada , Winnipeg

Salary:

60000.00 - 65000.00 CAD / Year

Aplin

Expiration Date

Until further notice

Requirements

Must be fluently bilingual (English/French)
Excellent written and verbal communication skills
Previous experience in a customer service or sales-related role
Proficiency with MS Office
Strong organizational skills with an ability to meet deadlines

Job Responsibility

Act as the primary point of contact for customers
Provide expert product guidance and develop long-term customer relationships
Manage orders from initial stages to delivery
Identify opportunities with new and existing customers
Follow up on leads and quotations, update the CRM, and generate sales reports
Support regional sales managers with coordinating meetings, market research, and other administrative tasks

What we offer

Bonus opportunities
3 weeks of paid vacation
Comprehensive benefits and RRSP matching
Opportunities for professional growth and advancement

Fulltime

Client Service Representative

Location

United States

Salary:

Not provided

Staylisted

Expiration Date

Until further notice

Requirements

Previous experience in customer service or a related field preferred
Excellent communication skills, both verbal and written
Strong problem-solving abilities and attention to detail
Ability to multitask and prioritize in a fast-paced environment
Proficiency in computer systems and familiarity with customer service software
Must have own work from home equipment and high speed ethernet connection

Job Responsibility

Initiate outbound phone calls to existing clients and provide assistance with inquiries, product information, and status
Resolve customer complaints and issues in a professional and timely manner, escalating complex issues to the appropriate department when necessary
Maintain up-to-date knowledge of company products, policies, and procedures
Document all customer interactions and transactions accurately in the company's database
Collaborate with other team members and departments to ensure a seamless customer experience

Client Service Representative

We are recruiting to fill an existing vacancy for a Client Service Representativ...

Location

Canada , St. Catharines

Salary:

24.00 - 26.00 CAD / Hour

ProResp, Inc.

Expiration Date

Until further notice

Requirements

3 + years’ experience with front line administrative support role
Strong skills in general office procedures such as electronic and paper patient records/file management, accounts receivable, invoicing, and inventory management
English communication skills, situational sensitivity with patients, families, and referral sources
Demonstrated self-management and self-motivation skills, with the ability to work independently as well as part of a team
Medical terminology experience/education preferred
High School required
Post-secondary education preferred

Job Responsibility

Intake of new patients and maintenance of electronic patient records
Provide high quality customer service both in-person and on the phone in a fast-paced environment with multiple priorities and competing demands
First point of contact for service requests
liaise between patients and staff providing services in community: appointments and scheduling, products, and general information
Process referrals, orders, and triage priorities as appropriate
Resolve customer concerns with empathy and compassion while adhering to established procedures
Process client purchases and complete necessary invoicing, control accounts receivable
Maintain inventory of in-stock respiratory products and equipment, office supplies, perform daily receiving and participate in regular inventory counts

What we offer

Full time, reliable employment with consistent office hours
Providing a voice in employee surveys and open-door dialogue
Challenging careers that impact patient care and the opportunity to learn constantly
A positive, ethical and socially inclusive work environment that is supportive of professional development
Completion bonus included upon fulfillment of the contract

Fulltime

Client Service Representative

CSRs at ProResp play an essential administrative role ensuring the success of co...

Location

Canada , Huntsville

Salary:

24.00 - 26.00 CAD / Hour

ProResp, Inc.

Expiration Date

Until further notice

Requirements

3+ years’ experience in a front-line administrative support role
Strong skills in general office procedures such as electronic and paper patient records/file management, accounts receivable, invoicing, and inventory management
English communication skills, situational sensitivity with patients, families, and referral sources
Demonstrated self-management and self-motivation skills, with the ability to work independently as well as part of a team
High School required
Post-secondary education preferred

Job Responsibility

Intake of new patients and maintenance of electronic patient records
Provide high quality customer service both in-person and on the phone in a fast-paced environment with multiple priorities and competing demands
First point of contact for service requests
liaise between patients and staff providing services in community: appointments and scheduling, products, and general information
Process referrals, orders, and triage priorities as appropriate
Resolve customer concerns with empathy and compassion while adhering to established procedures
Process client purchases and complete necessary invoicing, control accounts receivable
Maintain inventory of in-stock respiratory products and equipment, office supplies, perform daily receiving and participate in regular inventory counts

What we offer

Full time, reliable employment with consistent office hours
3 weeks paid vacation to start
Comprehensive benefits including health and dental, pension, EAP (Employee Assistance Program), health spending account and more
Paid sick days and annual wellness/floater day
Annual incentive payment program
Company growth incentive program
Providing a voice in employee surveys and open-door dialogue
Annual performance and salary reviews
Challenging careers that impact patient care and the opportunity to learn constantly
A positive, ethical and socially inclusive work environment that is supportive of professional development

Fulltime

Client Service Representative

CSRs at ProResp play an essential administrative role ensuring the success of co...

Location

Canada , Owen Sound

Salary:

24.00 - 26.00 CAD / Hour

ProResp, Inc.

Expiration Date

Until further notice

Requirements

3+ years’ experience in a front-line administrative support role
Strong skills in general office procedures such as electronic and paper patient records/file management, accounts receivable, invoicing, and inventory management
English communication skills, situational sensitivity with patients, families, and referral sources
Demonstrated self-management and self-motivation skills, with the ability to work independently as well as part of a team
High School required
Post-secondary education preferred

Job Responsibility

Intake of new patients and maintenance of electronic patient records
Provide high quality customer service both in-person and on the phone in a fast-paced environment with multiple priorities and competing demands
First point of contact for service requests
liaise between patients and staff providing services in community: appointments and scheduling, products, and general information
Process referrals, orders, and triage priorities as appropriate
Resolve customer concerns with empathy and compassion while adhering to established procedures
Process client purchases and complete necessary invoicing, control accounts receivable
Maintain inventory of in-stock respiratory products and equipment, office supplies, perform daily receiving and participate in regular inventory counts

What we offer

Full time, reliable employment with consistent office hours
3 weeks paid vacation to start
Comprehensive benefits including health and dental, pension, EAP (Employee Assistance Program), health spending account and more
Paid sick days and annual wellness/floater day
Annual incentive payment program
Company growth incentive program
Providing a voice in employee surveys and open-door dialogue
Annual performance and salary reviews
Challenging careers that impact patient care and the opportunity to learn constantly
A positive, ethical and socially inclusive work environment that is supportive of professional development

Fulltime

Client Services Representative

deVere Group

Location:

Category:
Customer Service

Contract Type:
Not provided

Salary:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 20, 2026

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Job Posted:January 20, 2026

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Job Posted:
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