Margin Clerk jobs in the United States

Margin Clerk compiles data and determines customer margin in stock purchased. Determines brokerage fees and notifies supervisor when customer margin is less than government regulations or brokerage firm requirements. Being a Margin Clerk researches customer margin account problems using customer account information and transaction records. May require an associate degree. Additionally, Margin Clerk typically reports to a supervisor or manager. The Margin Clerk works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Margin Clerk typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Client Success Manager
  • Blue Margin
  • Fort Collins, CO FULL_TIME
  • Description: 

    We are seeking a dynamic and results-driven Client Success Manager to join our team. The ideal candidate will have a strategic mindset, excellent communication skills, and a passion for delivering exceptional customer experiences. As a Client Success Manager, you will be responsible for ensuring the success and satisfaction of our clients, identifying opportunities for Blue Margin to support our clients’ strategic objectives, and cultivating long-term customer relationships. 

    We are seeking a candidate to work as a full-time employee in our local office in Fort Collins.   

    Please note that we are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas. 

    Client Success at Blue Margin: 

    The mission of the CSM team is to keep our clients happy and loyal, which is vital for retaining and growing our recurring revenue model.  As a member of the team you would: 

    • Help our clients achieve their data goals 
    • Build strong and trusting relationships with clients 
    • Provide proactive support and education on how to get the most value from our offering 
    • Collect and share client feedback to improve our product(s) 
    • Collaborate with other internal teams to promote Client Success across BMI 
    • Continuously strive to become an expert on Client Success best practices  

    Responsibilities: 

    • Lead discussions with clients to understand their business objectives and align our services to support their goals 
    • Build and maintain strong relationships with clients, becoming a trusted advisor and advocate for their needs 
    • Act as the primary advocate for the client within Blue Margin, conveying their needs, feedback, and suggestions 
    • Promote value through exceptional customer interactions 
    • Review and address customer complaints and concerns 
    • Develop and maintain a data initiative backlog for each client to ensure continual alignment on priorities and demonstrate achieved business outcomes 
    • Proactively identify and pursue contract renewal and expansion opportunities 
    • Manage the administration of client contracts for renewals and expansion 
    • Use CRM tool to track expansion opportunities and support accurate visibility into existing client deal pipeline 
    • Support internal capacity management by reporting on demand from assigned client portfolio 
    • Lead cross-functional internal meetings to ensure collaboration, alignment, and progress 
    • Contribute to the continuous improvement & advancement of Client Success as a discipline within Blue Margin 

    Skills & Qualifications: 

    • Bachelor's degree or equivalent professional experience in Business, Marketing, or a related field 
    • Proven experience in customer success, account management, or related roles 
    • Excellent communication, negotiation, and interpersonal skills 
    • Customer-centric attitude and a passion for delivering exceptional experiences 
    • Strong understanding of business strategy and project management principles
    • Interest in analytics, business intelligence, data engineering, and / or AI 
    • Proficiency in using CRM and work management tools 
    • Ability to work effectively in a cross-functional and dynamic environment 
    • Strong organizational and time management skills 

    Salary and Benefits:   

    • This is a full-time position with a starting salary range of $65,000 - $85,000, commensurate with experience and qualifications 
    • Benefits include health, dental and vision insurance, short- and long-term disability, matching 401(k), health club stipend, paid vacation, sick leave, and a bonus structure 

    Our Culture:   

    • Company Core Values: Commit to Quality, Embrace Transparency, Choose to Be Positive, Be Efficient/Systematize, Pursue Learning, Be Generous
    • We believe that in-person interaction is vital to solid work relationships, and we cater lunch every Friday Weekly personal and professional development programs for all 
    • Hybrid work option available: most employees have the option of working remotely on Wednesdays and Thursdays
    • Teamwork—we maintain company-wide interaction and communication.   
    • Entrepreneurism – we want everyone on our team to be eager to adapt and evolve with our advancing business. We are looking for someone who is comfortable wearing more than one hat.   

    Work Environment and Physical Requirements: 

    • This position may require minimal physical effort including lifting materials and equipment of less than 10 pounds. This position requires viewing a computer screen more than 80 percent of the time. The job will take place in a normal office environment with controlled temperature and lighting conditions. This position may require some travel and occasional participation in off-site functions.

     

  • 1 Month Ago

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Reporting/Pricing Analyst
  • Margin Recovery International
  • Orleans, LA FULL_TIME
  • This individual will meet the data and analytical needs of Margin Recovery by conducting routine maintenance on Margin Recovery’s proprietary business intelligence, namely queries, tables, pricers, et...
  • 4 Days Ago

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Settlements Clerk
  • Settlements Clerk
  • Little Rock, AR FULL_TIME
  • At Arkansas Equipment Leasing, we respect what you have to offer. Our industry-leading wages and benefits ensure you always feel appreciated for what you individually bring to our team. Your talent ha...
  • Just Posted

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Margin Manager
  • Performance Foodservice
  • Coal, PA FULL_TIME
  • Company Description Performance Foodservice, PFG's broadline distributor, maintains a unique relationship with a variety of local customers, including independent restaurants and hotels, healthcare fa...
  • 24 Days Ago

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Mgr, Margin
  • Performance Foodservice
  • Temple, TX FULL_TIME
  • Company Description Performance Foodservice, PFG's broadline distributor, maintains a unique relationship with a variety of local customers, including independent restaurants and hotels, healthcare fa...
  • 1 Day Ago

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Coord, Margin
  • Performance Foodservice
  • Tampa, FL FULL_TIME
  • Company Description Performance Foodservice, PFG's broadline distributor, maintains a unique relationship with a variety of local customers, including independent restaurants and hotels, healthcare fa...
  • 4 Days Ago

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Senior Administrative Assistant (Administrative Support Assistant III) - Cyber
  • Capital One
  • Mc Lean, VA
  • Center 3 (19075), United States of America, McLean, Virginia Senior Administrative Assistant (Administrative Support Ass...
  • 3/28/2024 12:00:00 AM

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Administrative Support Specialist
  • CACI International
  • Washington, DC
  • Administrative Support Specialist Job Category: Administration Time Type: Full time Minimum Clearance Required to Start:...
  • 3/28/2024 12:00:00 AM

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Administrative Support Specialist
  • CACI International
  • Fort Belvoir, VA
  • Administrative Support Specialist Job Category: Administration Time Type: Full time Minimum Clearance Required to Start:...
  • 3/28/2024 12:00:00 AM

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Office Clerk
  • Sales Bizlab
  • Washington, DC
  • Sales Bizlab is looking for an Office Clerk to join our team in our Orlando office. This person will work to support the...
  • 3/28/2024 12:00:00 AM

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Administrative Support Services
  • Knowesis
  • Washington, DC
  • Position: Administrative Support Services Location:Arlington, VA Work Environment:Onsite Status:Contingent Upon Contract...
  • 3/28/2024 12:00:00 AM

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Administrative Support Specialist
  • U.S. Special Operations Command (Army)
  • Alexandria, VA
  • Summary About the Position: This position is in the Defense Civilian Intelligence Personnel System (DCIPS). Employees oc...
  • 3/27/2024 12:00:00 AM

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Administrative Support Specialist
  • Drug Enforcement Administration
  • Arlington, VA
  • Summary This position is located in the Drug Enforcement Administration (DEA}, Operations Division, Office of Operations...
  • 3/27/2024 12:00:00 AM

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Administrative Support Specialist
  • Leidos
  • Washington, DC
  • Description UNLEASH YOUR POTENTIAL At Leidos, we deliver innovative solutions through the efforts of our diverse and tal...
  • 3/8/2024 12:00:00 AM

Income Estimation for Margin Clerk jobs
$38,812 to $49,608