Client Service Specialist jobs in Williamson, TN

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CLIENT SERVICE ASSOCIATE

Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.). Collect appropriate documentation to set up new accounts and services. Leverage var...

CompanyNewedge Capital Group Llc
AddressFranklin, TN
CategoryRetail
Salary$42.9K - $54.3K a year
Job typeFull-time
Date Posted a month ago See detail

Client Service Associate

Newedge Capital Group Llc

Franklin, TN

$42.9K - $54.3K a year

Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.). Collect appropriate documentation to set up new accounts and services. Leverage var...

Registered Client Service Associate

Morgan Stanley

Franklin, TN

$58.5K - $74K a year

Registered Client Service AssociateJob Number: 3247350POSTING DATE: Mar 11, 2024PRIMARY LOCATION: Americas-United States of America-Tennessee-FranklinJOB: Wealth ManagementEMPLOYMENT TYPE: Full TimeJOB LEVEL: Non-ExemptDESCRIPTION...

Marketing Coordinator, Client Services

Epsilon

Franklin, TN

Creative. Data processing. Analytics. Production. Digital development. Lead development of new creative and ensure that creative is on target with plan. Coordinating approvals of advertising both internally and at all client level...

Client Success Specialist | 401k Match | Benefits | PTO+

Wesley Group

Franklin, TN

$50,000 a year

Continuous coaching from industry professionals, which means you're set up for career advancement and personal growth, keeping you competitive in your chosen field. Ability to be flexible and adaptable Strong organizational skill...

Customer Service/Intake Specialist- REMOTE

Connect America

Brentwood, TN

$16 - $18 an hour

Handle inbound and outbound Client callsProviding excellent customer service Providing excellent customer service Processing Intake on all referrals received - State Funded/Medicaid and Private pay Following up on Pending items Da...

Customer Service/Intake Specialist

Connect America

Brentwood, TN

$16 - $18 an hour

Handle inbound and outbound Client callsProviding excellent customer service Providing excellent customer service Processing Intake on all referrals received - State Funded/Medicaid Following up on Pending items Data Entry- client...

Food & Beverage Client Service Manager

Brown And Caldwell

Nashville, TN

Lead and create sustainable business development and delivery capabilities for the sector. Establish industry leadership for Brown and Caldwell services among the Food & Beverage sector. Develop personal relationships with target...

Loan Servicing Specialist

Capstar Bank

Nashville, TN

$34.2K - $43.3K a year

General Ledger experience required. Minimum one year experience with a financial institution. Excellent communication skills both verbal and written. Intermediate computer skills with demonstrative knowledge of Microsoft, Excel, W...

Customer Service Specialist

Legal Intake Professionals

Nashville, TN

$18 - $20 an hour

Good verbal and written communication skills, specifically: spelling, grammar, and diction A professional phone voice that shows customer care and concern Active-listening skills to ensure client information is gathered correctly...

Client Services Associate

The Pacific Financial Group

Antioch, TN

$39.5K - $50K a year

Setup new accounts in CRM and portfolio accounting system. Setup new rep records in CRM and portfolio accounting system. Assist clients with transactions and requests. Submit necessary documents to custodians via email, fax and ma...

Service Support Specialist - Full Time

Bass Pro Shops

Nashville, TN

POSITION SUMMARY:. The Service Specialist assists in all aspects of Service Department operations including unit inventory procedures, pre-delivery inspection (PDI) and delivery orientation. Position may also assist customers requ...