14 Empregos para Boutiques - Brasil
Banco de Talentos | Oportunidades na Área de Vendas em Boutiques da Nespresso.
Publicado há 11 dias atrás
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Descrição Do Trabalho
Participe do nosso Banco de Talentos para vagas na área de vendas em boutiques da Nespresso, uma marca do Grupo Nestlé, pioneira em cafés em porções individuais de alta qualidade e sustentabilidade.
A Nespresso possui 34 boutiques no Brasil, cerca de 700 colaboradores e oferece uma linha doméstica com mais de 30 variedades de cafés, além de máquinas e acessórios. A linha Profissional atende estabelecimentos comerciais com 15 cafés e máquinas específicas.
Comprometida com a sustentabilidade, a Nespresso investe em reciclagem de cápsulas, gestão sustentável de recursos e práticas ambientais, alinhada ao seu compromisso The Positive Cup. Saiba mais em .
Nosso propósito é cultivar café para despertar o melhor em cada um de nós, promovendo crescimento sustentável, impacto positivo e diversidade. Valorizamos a inclusão, respeitando diferentes culturas e opiniões.
Convidamos você a fazer parte do nosso time, contribuindo para uma jornada de sucesso. Inscreva-se no banco de talentos e participe dos processos seletivos para vagas na área de vendas em boutiques.
Quer conhecer o dia a dia na área? Assista aos vídeos:
Para outras oportunidades na Nespresso, acesse: .
Nosso time de recrutamento está pronto para analisar seu currículo e ajudá-lo a encontrar a vaga ideal. Ficaremos felizes em conhecer sua carreira!
#Nespresso
#J-18808-LjbffrBanco de Talentos | Oportunidades na rea de Vendas em Boutiques da Nespresso.

Publicado há 26 dias atrás
Trabalho visualizado
Descrição Do Trabalho
A **Nespresso** é uma empresa do Grupo Nestlé, é pioneira em café em porções individuais da mais alta qualidade sustentável. No Brasil desde 2006, conta com 34 Boutiques e cerca de 700 colaboradores nas principais cidades do país. Nossa linha doméstica mais de 30 variedades de cafés, além de máquinas e acessórios para uma experiência completa. Já a linha **Nespresso** Profissional apresenta 15 cafés e máquinas adequadas para estabelecimentos de alta rotatividade, como hotéis, restaurantes e empresas.
Por meio do compromisso The Positive Cup, a **Nespresso** atua na gestão sustentável do café, do alumínio e em práticas relacionadas ao clima. No Brasil, investimos no sistema de reciclagem de cápsulas e possui mais de 200 pontos de coleta. Todas as informações sobre a Nespresso e o compromisso com sustentabilidade podem ser encontradas no site no site .
**Cultura Nespresso:**
Juntos, os comportamentos da Cultura **Nespresso** formam a frase I CAN, que significa eu posso. Nossa missão é o crescimento sustentável entregando impacto positivo para as pessoas e o meio ambiente, cultivamos café com o propósito de despertar o melhor em cada um de nós.
Estamos expandindo nossos esforços para alavancar nossa diversidade e inclusão, nos tornando um espelho do Brasil diverso e criativo.
Respeito pela diversidade significa respeito por outras formas de pensar e por outras culturas. Isso requer um olhar para inclusão em todas as nossas interações dentro e fora da empresa.
Venha fazer parte da nossa equipe para que juntos possamos construir uma jornada de sucesso.
Se inscreva em nosso banco e participe dos nossos processos seletivos para as vagas de Trabalho na **Área de Vendas em Boutiques na Nespresso.**
Quer saber como é o dia dia de trabalho na Área de Vendas em Boutiques da Nespresso? Assista aos vídeos abaixo:
**Trabalhe na Nespresso | Especialista em Café (Part-Time):** na Nespresso | Especialista em Café (Full-Time):** você procura oportunidades em outras áreas de trabalho na Nespresso, não deixe de conferir todas as nossas vagas em: um time de Recrutamento preparado para analisar os currículos recebidos e direcioná-los caso atendam às necessidades de nossas vagas em aberto.
Ficaremos muito felizes em receber sua inscrição e conhecer um pouco mais da sua carreira.
Especialista Client Service
Publicado há 2 dias atrás
Trabalho visualizado
Descrição Do Trabalho
Descrição da vaga
Se você se identifica com uma empresa jovem, dinâmica e ágil, onde a inquietude e a sede por inovação são princípios, e que tem como objetivo a entrega com foco na qualidade e na superação das expectativas do cliente, seu lugar é na Vertem! Aqui, valorizamos a colaboração e a criatividade, sempre buscando soluções inovadoras para os desafios do mercado. Nossa equipe é composta por profissionais apaixonados e comprometidos, que trabalham em um ambiente estimulante e inspirador. Na Vertem, acreditamos no poder da tecnologia para transformar negócios e estamos em constante evolução para oferecer as melhores soluções aos nossos clientes. Venha fazer parte dessa equipe incrível e faça a diferença conosco!
ResponsabilidadesResponsabilidades e atribuições
Requisitos e qualificaçõesRequisitos e qualificações
- Graduação em Administração, Marketing, Publicidade e Propaganda, Comunicação Social, e Cursos Correlatos
- Vivência com atendimento Farmer em carteira de cliente diversificada
- Desejável vivência em Loyalty
- Domínio em Excel e Power Point
O que temos para te oferecer?
Para Equilibrar Trabalho e Vida Pessoal- Flex Office – 2 dias de home office e 3 dias presenciais
- Day Off no aniversário – Seu dia especial, do jeito que preferir + Pontos no nosso Marketplace
- Seguro de vida Sul América
- Atendimento psicológico – Acesso a uma plataforma com psicólogos
- Massagem no escritório – Um momento de relaxamento no seu dia
- Sala de descompressão – Para recarregar as energias
- Frutas no escritório – Para um lanche saudável durante o expediente
- Vale Refeição ou Alimentação
- Vale Transporte
- QultureRocks – Plataforma de gestão de performance e desenvolvimento
- Cultura inspiradora e disruptiva – Um ambiente dinâmico, colaborativo e inovador
- Eventos internos e ações de engajamento – Confraternizações e momentos de descontração com o time
- Benefícios exclusivos em datas comemorativas – Porque cada momento especial merece ser celebrado
Somos líderes de mercado em engajamento. Acreditamos no poder transformador do “engajar” para criar conexões verdadeiras e positivas entre marcas e pessoas. Para isso, dominamos completamente o assunto. Reunimos tudo o que envolve fidelidade, incentivo e benefícios para oferecer soluções completas para nossos clientes, criando aplicações, tecnologias e estratégias que definem novos paradigmas no mercado.
Quanto mais diversidade, mais possibilidadesA força da diversidade é essencial para a nossa empresa. Traz pluralidade de visões e ajuda a multiplicar os caminhos que podemos seguir em nossos negócios. Incentivamos e valorizamos, para todas as nossas posições, diferenças de raça, cor, religião, gênero e identidade de gênero, nacionalidade, deficiência, orientação sexual, ascendência ou idade.
ASSISTENTE DE RELACIONAMENTO COM O CLIENTE - SAC
Banco de Talentos - Operador Atendimento Receptivo - (Sinistro Auto e Residência)
ASSISTENTE DE RELACIONAMENTO COM O CLIENTE
Agente de Atendimento - PA (62) São Paulo - Avenida Brasil - SP
Agente de Atendimento - Santo André (SP)
Responsável atendimento ao cliente - Recepcionista
Assistente de Atendimento ao Cliente - Pessoas com Deficiência - Customer Experience
São Caetano do Sul, São Paulo, Brazil 3 weeks ago
Assistente Atendimento Especializado II - área saúde
Auxiliar de Atendimento (Horário das 14:00 às 22:00)
São Paulo, São Paulo, Brazil R$1,552.71-R$,552.71 1 month ago
Assistente Atendimento Especializado II - área saúde.
Assistente Atendimento Especializado II - área saúde.
Assistente de Atendimento Especializado - Temporário
São Paulo, São Paulo, Brazil R$1,679. 0-R 1,679.00 2 weeks ago
Embu das Artes, São Paulo, Brazil R$ ,200.00-R 2,200.00 2 weeks ago
Representante de Atendimento ao Cliente - Customer Experience - Pessoas com Deficiência
Analista de Customer Service Júnior (São Paulo/SP)
Analista de Customer Service - São Paulo
Assistente Comercial - SAF (Taboão da Serra)
Taboão da Serra, São Paulo, Brazil 3 weeks ago
São Paulo, São Paulo, Brazil 2 months ago
Assistente de Atendimento ao Cliente (SAC)
São Paulo, SP – Brazil
#J-18808-LjbffrSurety Client Service Lead
Ontem
Trabalho visualizado
Descrição Do Trabalho
The Client Service Lead is responsible for managing Client Service Specialists and delivering exceptional client service. This role requires a proactive, detail-oriented professional who can lead by example, drive operational excellence, and foster a culture of accountability and innovation.
The Role
- Lead and supervise team members, promoting performance, teamwork, and knowledge sharing.
- Conduct monthly team meetings focused on development and feedback.
- Communicate corporate directives and ensure adoption of processes and procedures
- Ensure professional handling of client programs including placement, capacity, rates, indemnity, and marketing.
- Recruit, interview, hire, train, and mentor new colleagues
- Oversee seamless account onboarding
- Engage internal resources & assist in resolution of client issues while focusing on areas of opportunity
- Maintain a client retention rate of 95% or higher.
- Meet all client deadlines and respond to inquiries within SLA (e.g., acknowledgment within 24 hours).
- Seamlessly transition new and reassigned accounts using standardized templates and trackers.
- Demonstrate urgency and initiative in resolving client issues and supporting Client Service Specialists
- Demonstrate ability to effectively communicate with internal and external clients/peers/sureties
- Support other Surety staff as needed
- Drive adoption of centralized processes and technology tools.
- Ensure compliance with WTW procedures to eliminate errors and omissions
- Maintain data integrity in client and WTW records
- Attend client meetings as required
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
QualificationsThe Requirements
- P&C licensed
- Minimum – 5-7 years of relevant working experience in a Surety environment
- Strong leadership and team management skills
- Excellent communication and organization abilities
- Commitment to continuous improvement and innovation
- Experience in Epic & Tinubu preferred
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
- Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
- Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
- Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets
#J-18808-LjbffrClient Service Account Manager
Publicado há 4 dias atrás
Trabalho visualizado
Descrição Do Trabalho
Overview
Join to apply for the Client Service Account Manager role at JPMorganChase .
Job DescriptionJoin our team as a Client Services Account Manager to build strong relationships and drive revenue growth! As a Client Services Account Manager within the North America Financial Institutions Group Client Service team, you will support the broader Client Service organization. The Global Service organization, comprising approximately 600 personnel, is dedicated to supporting the Firm’s Global Banking business clients by managing relationships and providing middle office support. Your objective will be to establish strong business relationships to maintain and grow business from these clients, ultimately promoting increased revenue.
Responsibilities- Serve as a liaison between various teams to provide impactful reporting and insightful analyses, facilitating enhanced business decisions.
- Produce presentations, analyses, and supporting materials for key internal clients, including senior management, and support ad-hoc projects and requests.
- Build and maintain databases to monitor proprietary deal-related information, facilitating enhanced business analyses.
- Facilitate and manage data-based initiatives, including client coverage organization, headcount projections, and talking points for senior management meetings.
- Prepare and summarize Key Performance Indicators for year-end evaluation and compensation decisions, and develop qualitative and quantitative financial analysis.
- Efficiently report analytics and strategy, including location strategy, span of control, and reporting and analytics.
- Create financial business cases supporting business initiatives and report on key metrics, driving data quality initiatives.
- Perform variance analysis to understand key drivers of results and present commentary to senior managers, designing new reports and dashboards.
- Enhance controls and streamline processes, introducing automation where possible, and own current-state processes to identify opportunities for improvement.
- Build effective relationships and work closely with colleagues across Global Commercial Bank, taking end-to-end ownership of projects to drive and implement solutions.
- Background – Experience of working in Financial Services. Bachelor’s degree in Business, Finance, Economics, or other related area.
- Problem solving – Pro-active and intuitive thinker focused on asking the right questions to improve the status quo and implement solutions.
- Experience working with analytical tools such as Alteryx, Tableau, business intelligence, and dashboard tools.
- Ability to navigate multiple data sets and synthesize them into cohesive presentations and recommendations.
- Detail-oriented and able to handle multiple projects and initiatives simultaneously.
- Communication – Excellent written and oral communication skills.
- Content development – Interested in strengthening ability to deliver high-quality presentations and reporting.
- Fluent in English.
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About The TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Seniority level- Not Applicable
- Full-time
- Other
Senior Client Service Liaison
Publicado há 4 dias atrás
Trabalho visualizado
Descrição Do Trabalho
Overview
Senior Client Service Liaison role at New York Life Insurance Company. Location: Hybrid - 3 days per week. This role conducts targeted service activities to enhance the client experience and operational effectiveness for complex Absence and Disability clients. It is aligned within the Client Service organization, collaborating across Service, Implementation, and Operational teams. Key responsibilities include oversight of client escalations, broker audit coordination, and client-facing process documentation and delivery.
What You'll Do- Maintains and oversees a centralized list of escalated clients, ensuring consistent tracking, timely updates, and accountability across stakeholders.
- Coordinates with matrix partners (Operations, Implementation, Account Management) to monitor resolution status and drive timely closure of open escalations.
- Delivers regular updates and trending reports to internal stakeholders on escalated account performance and client experience themes.
- Coordinates and delivers broker audits, ensuring high-quality documentation and alignment with expectations of national and regional firms.
- Supports client meetings where needed to articulate service processes and reinforce our operational value proposition.
- Owns process documentation and mapping efforts for complex clients, coordinating with internal and external teams to ensure accuracy and clarity.
- Drives collaboration across Implementation, Claims, Operations, and Account Management to reduce friction points.
- Partners with internal teams to support timely resolution of service issues and drive improvements to standard operating procedures.
- Supports internal service strategy by contributing operational insights and helping translate client needs into actionable process enhancements.
- Bachelor's degree or equivalent work experience.
- 4+ years of client service experience, preferably in the Absence/Disability or Group Insurance space.
- In-depth understanding of Group Insurance products, including FML, PFML, ADA, STD, and LTD.
- Proven ability to manage complex client escalations and deliver results in a matrixed environment.
- Strong written and verbal communication skills.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint); experience with workflow and tracking systems is a plus.
- Ability to independently manage shifting priorities while maintaining a strong client-centric mindset.
- Some travel may be required.
Salary range: $80,000-$110,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on experience, skills, qualifications, and job location. Employees may also participate in an incentive program.
Our Benefits & DiversityWe provide a comprehensive benefits package including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from employees, the company continues to refine and add benefits. Visit the NYL Benefits Site for more information. Our Diversity Promise: we believe in a diverse workforce and DEI are guiding principles embedded in our brand and culture. Fortune-recognized for leadership. To learn more about career opportunities at New York Life, please visit
#J-18808-LjbffrClient Service Executive - Civil
Publicado há 22 dias atrás
Trabalho visualizado
Descrição Do Trabalho
Acu-Tech is seeking a highly motivated Client Service Executive - Civil to join our team in Maddington, WA.
Join a company that’s trusted across Australia for delivering high-quality pipeline solutions — and grow with us as we expand our reach and impact.
WHAT WE OFFER:A supportive and collaborative team culture
Job security and development opportunities
The chance to make your mark
Recognition and reward for individual and team achievements
The primary purpose of this position is to provide high-level of customer service to our clients by maintaining and nurturing our relationship with them and support our Sales Team.
Key tasks and responsibilities:
Support customers with confidence by providing timely and accurate product and technical information, ensuring quick and effective issue resolution.
Communicate clearly on pricing, credit options and terms aligned with company policies and customer profiles.
Ensure smooth transactions of sales orders and quotes accurately and efficiently.
Educate and Empower Customers: Help customers understand product features, benefits, and terminology to improve satisfaction and support informed decisions.
Maintain a professional presence as you represent the company with a positive, professional attitude in all interactions with customers and vendors.
Coordinate with vendors to share accurate shipping and delivery updates with customers.
Address and resolve product or service concerns by identifying the cause and delivering prompt, thoughtful solutions.
Proactively conduct telemarketing and follow-up activities to strengthen relationships and identify new opportunities.
Continuously update your knowledge of products and services to confidently handle customer questions.
Reach out to customers post-purchase to gather feedback and ensure satisfaction.
Identify gaps in customer needs and suggest solutions or improvements to the team.
Maintain detailed and up-to-date customer profiles in the company database.
Prepare reports using collected data to support product and service enhancements.
To be considered you must meet the following criteria:
At least 2-3 years of experience in a civil-related, industrial, or technical product sales
CRM experience; Sales/Customer Service short courses (advantageous).
Exonet experience is favourable but not essential.
High attention, accuracy and excellent organization and time management skills
Excellent communication and interpersonal skills
Initiative-taking and a positive 'can do' attitude
If this sounds like a good fit and is in your area of expertise, then we would like to hear from you.
Unlock job insightsSalary match Number of applicants Skills match
Your application will include the following questions:
- Which of the following statements best describes your right to work in Australia? How many years' experience do you have as a Client Services Executive? Do you have experience in a sales role? Do you have customer service experience? What's your expected annual base salary? Do you have experience in a role which requires relationship management experience?
To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory.
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Researching careers? Find all the information and tips you need on career advice.
#J-18808-LjbffrSeja o primeiro a saber
Sobre o mais recente Boutiques Empregos em Brasil !
Client Service Executive - Mining
Publicado há 22 dias atrás
Trabalho visualizado
Descrição Do Trabalho
Acu-Tech is seeking a highly motivated Client Service Executive - Mining to join our team in Maddington, WA.
Join a company that’s trusted across Australia for delivering high-quality pipeline solutions — and grow with us as we expand our reach and impact.
WHAT WE OFFER:A supportive and collaborative team culture
Job security and development opportunities
The chance to make your mark
Recognition and reward for individual and team achievements
The primary purpose of this position is to provide high-level of customer service to our clients by maintaining and nurturing our relationship with them and support our Sales Team.
Key tasks and responsibilities:
Support customers with confidence by providing timely and accurate product and technical information, ensuring quick and effective issue resolution.
Communicate clearly on pricing, credit options and terms aligned with company policies and customer profiles.
Ensure smooth transactions of sales orders and quotes accurately and efficiently.
Educate and Empower Customers: Help customers understand product features, benefits, and terminology to improve satisfaction and support informed decisions.
Maintain a professional presence as you represent the company with a positive, professional attitude in all interactions with customers and vendors.
Coordinate with vendors to share accurate shipping and delivery updates with customers.
Address and resolve product or service concerns by identifying the cause and delivering prompt, thoughtful solutions.
Proactively conduct telemarketing and follow-up activities to strengthen relationships and identify new opportunities.
Continuously update your knowledge of products and services to confidently handle customer questions.
Reach out to customers post-purchase to gather feedback and ensure satisfaction.
Identify gaps in customer needs and suggest solutions or improvements to the team.
Maintain detailed and up-to-date customer profiles in the company database.
Prepare reports using collected data to support product and service enhancements.
To be considered you must meet the following criteria:
At least 2-3 years of experience in a mining-related, industrial, or technical product sales
CRM experience; Sales/Customer Service short courses (advantageous).
Exonet experience is favourable but not essential.
High attention, accuracy and excellent organization and time management skills
Excellent communication and interpersonal skills
Initiative-taking and a positive 'can do' attitude
If this sounds like a good fit and is in your area of expertise, then we would like to hear from you.
Unlock job insightsSalary match Number of applicants Skills match
Your application will include the following questions:
- Which of the following statements best describes your right to work in Australia? How many years' experience do you have as a Client Services Executive? Do you have experience in a sales role? Do you have customer service experience? What's your expected annual base salary? Do you have experience in a role which requires relationship management experience?
Researching careers? Find all the information and tips you need on career advice.
#J-18808-LjbffrSurety Client Service Lead
Publicado há 26 dias atrás
Trabalho visualizado
Descrição Do Trabalho
The Client Service Lead is responsible for managing Client Service Specialists and delivering exceptional client service. This role requires a proactive, detail-oriented professional who can lead by example, drive operational excellence, and foster a culture of accountability and innovation.
The Role
- Lead and supervise team members, promoting performance, teamwork, and knowledge sharing.
- Conduct monthly team meetings focused on development and feedback.
- Communicate corporate directives and ensure adoption of processes and procedures
- Ensure professional handling of client programs including placement, capacity, rates, indemnity, and marketing.
- Recruit, interview, hire, train, and mentor new colleagues
- Oversee seamless account onboarding
- Engage internal resources & assist in resolution of client issues while focusing on areas of opportunity
- Maintain a client retention rate of 95% or higher.
- Meet all client deadlines and respond to inquiries within SLA (e.g., acknowledgment within 24 hours).
- Seamlessly transition new and reassigned accounts using standardized templates and trackers.
- Demonstrate urgency and initiative in resolving client issues and supporting Client Service Specialists
- Demonstrate ability to effectively communicate with internal and external clients/peers/sureties
- Support other Surety staff as needed
- Drive adoption of centralized processes and technology tools.
- Ensure compliance with WTW procedures to eliminate errors and omissions
- Maintain data integrity in client and WTW records
- Attend client meetings as required
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
QualificationsThe Requirements
- P&C licensed
- Minimum – 5-7 years of relevant working experience in a Surety environment
- Strong leadership and team management skills
- Excellent communication and organization abilities
- Commitment to continuous improvement and innovation
- Experience in Epic & Tinubu preferred
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
- Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
- Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
- Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets
#J-18808-LjbffrBrokerage Registered Client Service Associate
Publicado há 26 dias atrás
Trabalho visualizado
Descrição Do Trabalho
Join to apply for the Brokerage Registered Client Service Associate role at Fulton Bank
Brokerage Registered Client Service Associate1 day ago Be among the first 25 applicants
Join to apply for the Brokerage Registered Client Service Associate role at Fulton Bank
Get AI-powered advice on this job and more exclusive features.
This range is provided by Fulton Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range$21.59/hr - $5.96/hr
Value Proposition
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a full-time, hybrid career opportunity based out of our City Line Plaza location in Bethlehem, PA .
Our hybrid schedule is 4 days in the office and 1 day work from home following a successful 90 day introductory period.
Core working hours will be 8 am - 4:30 pm, Monday through Friday.
Provides high quality operational support to Financial Advisors and their clients, as well as other team members.
Responsibilities
- Responsible for the daily administrative operations for assigned Financial Advisor(s).
- Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings with prospective and existing clients on the phone, in-person, virtually and through mailings.
- Onboards new clients while ensuring all required documentation is complete and accurate and monitors the incoming transfer of new assets.
- Responsible for assisting clients with paperwork related to account transfers, beneficiary designations, and other maintenance requests. Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance with regulatory requirements.
- Solicits and receives orders for the Financial Advisor(s). May also enter unsolicited trades at the direction of the Financial Advisor.
- Communicates daily with clients providing trade settlement information, coordinating the payment and delivery of funds, providing portfolio information and other requests.
- Collaborates with Financial Advisor(s) to prepare client meetings and presentations, including gathering relevant data and creating reports.
- Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Ensures required client paperwork is current with firm and industry requirements, rules, and regulations.
- Assists Financial Advisor(s) with marketing efforts including seminars and other client facing events.
- Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
- Functions as a part of a larger team dedicated to helping achieve Fulton Financial Advisors' overall sales goals.
- Acts as a mentor, shares knowledge, and offers guidance to others.
- May participate in client meetings with a Financial Advisor(s) upon request.
Qualifications
Education
Bachelor's Degree or the equivalent experience. Specialty: business, finance or related. (Required)
Experience
5 or more years experience in financial services or sales environment. (Preferred)
3 or more years administration in financial services or sales environment. (Required)
2 or more years experience with investment operations, procedures, and transfers. (Required)
Certifications
SIE (Security Industry Essentials), Series 7, Series 63 (or Series 66). (Required)
Must be able to be affiliated with our Broker Dealer. (Required)
Knowledge, Skills, and Abilities
- Knowledge of investment industry terminology. (Required)
- Knowledge of mathematics sufficient to process account and transaction information. (Required)
- Ability to use appropriate interpersonal styles and communicate effectively both orally and in writing with all organizational levels. (Required)
- Ability to take initiative and proactively follow up on submitted items to ensure completion, resolve errors questions or concerns. (Required)
- Ability to identify time sensitive items and assess competing priorities. (Required)
- Experience with Microsoft Office Suite. (Preferred)
- Experience with client relationship management (CRM) software, or similar contact management software. (Preferred)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The hourly rate for this position is $2 .59 - 35.96.
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank .
EEO Statement
Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
Seniority level- Seniority level Associate
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking
Referrals increase your chances of interviewing at Fulton Bank by 2x
Inferred from the description for this jobMedical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Tuition assistance
Disability insurance
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