Client Service Representative providing exceptional support for international clients in B2B technology services. Requires fluent French and English in a hybrid work model.
About the role
- Client Service Specialist supporting financial professionals through operational excellence and advisor experience. Managing account functions and troubleshooting client issues in the financial services industry.
Responsibilities
- Serve as the primary point of contact for daily advisor engagement
- Perform core account management functions, including account setup, maintenance, updates, reporting, queries, and data audits
- Manage service requests through internal systems, processing client paperwork
- Troubleshoot client issues and navigate systems such as DocuSign, RedTail, ZOHO, Wealthscape, and Schwab Advisor Services
- Support the Trading team
- Maintain accurate records and contribute to refining internal documentation and procedures
- Coordinate with internal teams and advisors to support meeting preparation
- Participate in ongoing review of internal procedures
- Submit service tickets and log time entries
- Engage in department-side initiatives and special projects
Requirements
- Bachelor’s degree in finance, business management, or related area, or equivalent experience
- 5+ years of financial services industry experience
- Preference for experience with Orion Series 7 and 66 (or 63 and 65), 24 preferred
- Strong working knowledge of investment products and operational processes
- Familiarity with contracts and service agreements (amendments, pricing terms, scope)
- Excellent written and verbal communication
- Strong analytical and organizational skills
- Highly proficient in MS Office, particularly Excel
Benefits
- Competitive salary
- Performance-based bonus
- Comprehensive benefits package
- Health insurance
- Matching 401(k)
- Generous PTO
- Wellness initiatives
- Opportunities for continuous learning and professional development
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Head of Support managing post - sale technical client services for Broadridge's Sentry business. Responsibilities include installation, troubleshooting, and team management within a cloud - based software environment.
Home Builder Finance Banking Assistant providing support to Relationship Managers and handling customer requests. Duties include preparing documents, maintaining records, and assisting with service transactions.
Senior Client Service Manager I supervising a team for client reporting at TIAA Global Capabilities. Ensuring accuracy in reports and managing team performance in Pune, India.
Client Services Manager II at TIAA enhancing client satisfaction and operational efficiency in retirement benefits. Collaborating with partners to implement business plans and managing administrative tasks.
Client Services Manager enhancing client satisfaction and operational excellence for retirement benefits. Managing client relationships and administrative activities with institutional clients.
Regional Director overseeing HRP and ERP service delivery across UK, Africa, and Middle East for TydeCo. Leading teams to ensure client satisfaction and operational excellence in a strategic role.
Client Service Administrator providing critical support to retirement and private wealth clients. Performing clerical and administrative tasks to assist with client account retention and service excellence.
Client Services Consultant at WorkNest providing onboarding and training support for HR software clients. Working in a hybrid, collaborative environment based in Glasgow.
Manager Client Services at Pulse Advertising overseeing social media strategies and client relationships. Collaborating with internal teams to deliver impactful campaigns and report performance metrics.