Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our established financial service firm, Drake & Associates, in. Client Services Representative. Client Services Representative. The ideal candidate will ha...
Develops and maintains product knowledge, procedures, and the effective administration of all functional/technical aspects of the position while providing high degree of accuracy and service to assigned book of business. Projects a positive, team-oriented attitude towards customers, vendors, brokers...
Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mai...
Client Services Developer to be a part of a rapidly evolving technology group supplying top quality solutions to our growing top tier Wall Street client base. We are looking for Client Services Developers to handle client interactions, issue investigation and resolution, and support-related developm...
Materially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients including: Benefit plan analysis, design, cost savings and funding strategies Vendor procurement, negotiation and...
The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. Develop and preserve client relationships by responding to all c...
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our established financial service firm, Drake & Associates, in. Client Services Representative. Client Services Representative. The ideal candidate will ha...
Client Service Team to serve as the liaison between the client and the Financial Advisor (FA) as an on-site. Support Senior Vice President and their clients by leading and implementing the client service model. Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth managem...
Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch ...
Prepare and summarize client meetings by scheduling and confirming meetings Client Service, Associate, Service, Asset Manager, Financial Planning, Client, Retail. Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and tran...
If you’re exploring sales careers, you already know sales is the way to get ahead. Have you ever noticed that the most successful sales people receive superior support from the companies they work with? A robust company like Platinum handles objectives like marketing, recruiting, customer service, a...
If you’re exploring sales careers, you already know sales is the way to get ahead. Have you ever noticed that the most successful sales people receive superior support from the companies they work with? A robust company like Platinum handles objectives like marketing, recruiting, customer service, a...
If you’re exploring sales careers, you already know sales is the way to get ahead. Have you ever noticed that the most successful sales people receive superior support from the companies they work with? A robust company like Platinum handles objectives like marketing, recruiting, customer service, a...
Plans and organizes the administrative aspects such as agenda preparation, site selection, food/beverage selections, audio-visual arrangements, and document development. Performs necessary research and basic analysis of materials to support administrative needs. Typically requires 2 years of experie...
Work to understand the Point of Sales system and can complete sales effectively and. Maintain a clean work environment at the cash register as well as the rest of the store. Work to meet the production goals for the store each day as needed. ...
Our family-owned and operated shoe stores have been stepping up the shoe fashion and comfort game in Milwaukee since 1950! Our Vionic Store, an amazing international brand born in Australia, brings together style and science and is reimagining the look and feel of supportive and fun footwear in a bo...
We have customer service positions available!. Previous experience in customer service, sales, or other related fields. Handle customer inquiries and complaints. Provide information about the products and services. ...
As a Client Services Representative, you will play a crucial role in ensuring our clients receive exceptional service and support throughout their journey with our company. Join our dynamic team as a Client Services Representative and be part of a company that values its clients and strives for exce...
Train new customer service / inside sales representatives. The CSR sells the organization’s products and services for prospective and established customers. Provide excellent customer service via face to face, phone calls and e-mails. Educate customers about product terminology, features and b...
As a customer service associate you will be responsible for handling shipping and packaging needs. Customer service background is not required but preferred. ...
Client Services Specialists are a primary point of contact for clients, internal staff and insurance brokers and play a key role in the onboarding of new clients, resolving service issues, maintaining high levels of client satisfaction and providing ongoing sales and client support. Serve as primary...
Client Experience Administrative Assistant. Waukesha, WI is looking for a strong Client Experience Administrator for our newly opened. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail and enjoy working directly with clients daily. Assisting the F...
Achieve required sales goals and gross profit objectives for the sales territory, the sales division, and the company. Manage complete and complex sales cycles often presenting to C-level executives, partner account teams and business leaders the value of Guide Star’s Sales, Service & Success teams....
At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. Cash handling; computer skills; customer service skills. We value each customer and understand that people want to do business wit...
Administrative assistants, customer service reps, entry level workers, retail workers, amazon workers, healthcare & hospital personnel, part time workers and more. ...