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Quality Service Associate Jobs in Wyoming (NOW HIRING)

Vodia Ventures

Client Service Associate

Jackson, WY · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Personal Qualities * Team-oriented, respectful, high integrity, humility * Self-starter, with ...

FedEx

Retail Customer Service Associate

Jackson Hole, WY

$15.50 - $17/hr

This customer service focused team member is knowledgeable in all areas of the Store's business ... Quality Driven Management strives to deliver market-leading customer experience, business ...

FedEx

Retail Customer Service Associate

Jackson Hole, WY

$15.50 - $17/hr

This customer service focused team member is knowledgeable in all areas of the Store's business ... Quality Driven Management strives to deliver market-leading customer experience, business ...

Global Partners LP

$16 - $19/hr

Our Guest Service Associate will be responsible for driving top notch guest experience while ... Adhere to the execution of established safety, security, quality and store operations policies ...

FedEx

Retail Customer Service Associate

Jackson Hole, WY

$15.50 - $17/hr

This customer service focused team member is knowledgeable in all areas of the Store's business ... Quality Driven Management strives to deliver market-leading customer experience, business ...

Walgreens

Pharmacy Customer Service Associate

Cody, WY · On-site

Models and shares customer service best practices with all team members to deliver a distinctive ... the Quality Improvement Program. Reviews and complies with the Walgreen Co. Pharmacy Code of ...

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Quality Service Associate information

What does a quality service associate do?

A quality service associate monitors and evaluates customer service interactions to ensure they meet company standards. They analyze data, provide feedback, and may assist in training staff to improve service quality, often using tools like quality assurance software. Strong communication skills and attention to detail are essential for this role.

What cities in Wyoming are hiring for Quality Service Associate jobs?

Cities in Wyoming with the most Quality Service Associate job openings:

Quality Service Associate jobs near you

Client Service Associate

Vodia Ventures

Jackson, WY • On-site

$70K - $90K/yr

Other

Re-posted 26 days ago

Job description

Client Service Associate

Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients.

Job Description

The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range for this position is $70,000-$90,000.

Responsibilities
  • Work closely with financial advisors to support their clients
  • Manage cash balances and daily asset transfers in accounts
  • Plan and manage new account onboarding process including SMA and alternative investments
  • Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
  • Develop a strong relationship with custodians to provide extraordinary client service
  • Serve as a key liaison to other operational areas supporting the Business, especially marketing.
  • Ensuring that all KYC standards are met and materials are organized in a consistent manner.
  • Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines
  • Leverage your operational background and experience to contribute to a growing business
  • Serve as primary liaison with Salesforce and associated CRM activities, including mail list management.
  • Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation.
Personal Qualities
  • Team-oriented, respectful, high integrity, humility
  • Self-starter, with ability to follow direction and offer perspective on new initiatives
  • Detail focused with excellent organization skills and the ability to multi-task
  • Excellent written, oral and listening communication skills
  • Comfortable working in a fast-paced and deadline focused environment
Skills/Qualifications
  • BA/BS degree required
  • 2-3 years of relevant experience
  • Strong interest in client service management
  • Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
  • Ability to navigate online custodian platforms, such as Schwab and Fidelity
  • Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
  • Familiar with industry standards and regulations to suggest new processes and controls, where needed
  • Series certifications not required, but a plus
  • Addepar experience, a plus
  • Highly proficient with Microsoft Office

Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience

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