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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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Perks & BenefitsWe offer a competitive benefits and compensation package including paid time off, paid holidays, medical, dental, vision, long-term disability, voluntary life insurance, legal benefits, identity theft protection, health savings account, education reimbursement, learning and development reimbursement, company-paid basic life insurance, company-paid short-term disability, and a 401(k) plan with a company match.
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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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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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Client Development: Provides general business development support to facilitate client development with Client Service Managers (CSM), including assembling information packages, connecting CSMs to other clients, experts, and opportunities within the organization, organizing client workshops and special events, and maintaining marketing files.
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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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Full-time benefits include pet insurance, health, dental, vision, disability and life insurances, flex-spending accounts, 401(k), Employee Assistance Program, paid time off, uniforms, and a generous CE allowance.
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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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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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We offer competitive compensation and full benefits, including health, dental, vision, life insurance, PTO, and 401k + match. Benefits: 401(k) 401(k) matching Dental insurance Employee assistance program Health insurance Health savings account Life insurance Paid time off Vision insurance Schedule: 8-hour shift Monday to Friday Education: High school or equivalent (Preferred) Work Location: In person - Memphis, TN.
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HUB International is proud to offerprehensive benefit and totalpensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity andmissions for some positions.
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Benefits Options: Medical / Health Insurance (Multiple Plan Options) HSA and FSA Options (CRG will match $500 of your HSA contributions!) Life and AD&D Insurance Long-Term & Short-Term Disability Insurance Accident, Hospital, & Critical Illness Insurance Category Code: JN003, JN002#zr.
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BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one relationship with sensitive, complex and/or top tiered clients.
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Work Perks : This client is proud to offer competitive pay, vacation time, Health/Dental/Vision, benefits, FSA/HSA, 401K, Life Insurance, Short Long-Term Disability and an employee centric culture.
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Behavioral Health Platform Medical, Dental, Vision Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401K Sick Pay (for applicable states/municipalities) Commuter Benefits (Dallas, NYC, SF) Remote opportunities available.
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life and health insurance client service jobs Title: specialist in Dothan, Alabama
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