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The Client Service Specialist will be responsible for the dissemination and tracking of offering and marketing material to financial advisors and their clients, assisting financial advisors and their clients in the completion of the investor application and consulting on the investment process.
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Role Summary We are looking for a tech-savvy Client Support Specialist with a service-based attitude and exceptional problem-solving skills to join our team. The Client Support Specialist works directly with clients to provide support and resolve issues.
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Additional Compensation: Tips Commission Employee Discounts Hours per week: 20 - 29 30 - 39 About us: Best of Essex - Suburban Chambers of Commerce Best of Essex - Health and Life Magazine Best new business - NJBB We are a team of superior wax specialists and skin care, professionals We pride ourselves on excellent guest service We maintain a clean and friendly center If you would like to be a part of an amazing team, this opportunity is for you.
$16 - $18 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Full time employees may be eligible for a bonus, health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, telemedicine and virtual short term solution based counseling services, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, subsidized backup care and caregiving resources, 401(k), vacation, sick time, and an employee assistance program.
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Detailed Description:The Marketing/Proposal Specialist supports sales / marketing and business development efforts, including: strategic client development, proposal tracking; creation of persuasive proposals, presentations, and marketing materials; article writing; team development and training; and maintenance of systems and tools to promote overall efficiency and effectiveness.
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Benefits and Other Compensation: We provide a comprehensive benefits package that promotes employee health, performance, and success which includes medical, dental, vision, short and long-term disability, life insurance, an employee assistance program, paid time off and parental leave, paid holidays, 401(k) retirement savings plan with employer match, performance-based bonus eligibility, employee referral bonuses, tuition reimbursement, pet insurance and long-term care insurance.
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If so, we invite you to apply for the position of Client Service Specialist at our client oriented and driven team. Trading Support: Facilitate and execute investment trades on behalf of clients, ensuring compliance with regulations and guidelines while striving for optimal outcomes Requirements:Bachelor’s degree requiredWilling to obtain the Series 7 License, Series 66 License, Life & Health Insurance License Practice will support you obtaining your licensure Prior clerical experience in financial planning, wealth management, or related role is preferred.
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About the Role:The Client Care Specialist will demonstrate exceptional customer service skills at all times to represent the organization and perform day-to-day operations of the front desk.
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Qualifications Bachelor's Degree and 1 year of experience in Sales and Banking including Securities Trading OR High School Diploma or GED and 5 years of experience in Sales and Banking including Securities Trading License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses Required Skill(s): Understanding of back office roles for a broker dealerClient Service - Receives, researches, and resolves client inquiries and concerns.
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As a Client Account Specialist at CARE, you will play a crucial role in ensuring the smooth and efficient financial operations of our outpatient clinic. This role requires a strong understanding of medical billing and coding, excellent attention to detail, and the ability to provide exceptional customer service to patients and insurance providers.
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The Client Intake Specialist is the first point of contact for all clients and represents the Reaves Law Firm to all clients and contacts. With empathy, describe the firm's process and send out professional service agreements to get the client into treatment.
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Troubleshoot and resolve both system and client issues during implementation Provides a smooth and informative transition of new clients to thepany and then to the assigned Payroll Specialist Scans and attaches all client setup paperwork and employee enrollment packages in the system Provides a high level of customer service to ensure client satisfaction.
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Our client, a non-profit health and research-based organization, is seeking a temporary Senior Procurement Specialist to support their office in Washington, DC for 6 months.
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Call Center Representative | REMOTEOur global Fortune 500 client, with U.S. headquarters in Charlotte, NC, is a world class food service provider with a strong presence across the nation.
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Summary/Primary Purpose: Provide direct service to adult individuals who experience mental health/substance use issues and homelessness. Mental Health Respite Mission: Through professionalism, nurturance, and empowerment MHR will provide supportive services with the purpose of leading participants in personal growth and improving life skills for transitioning to the least restrictive level of care within the community environment.
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life and health client service specialist jobs Title: specialist in Dothan, Alabama
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