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Examples of relevant experience include client service roles at a financial services company, trust department or company, private bank, law firms, real estate companies, title insurance or escrow companies or other institutions involved in complex real estate, financial or investment products or services.
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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. 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.
$102,000 - $117,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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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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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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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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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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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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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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Benefits: Innova Solutions offers benefits( based on eligibility) that include the following: Medical & pharmacy coverage, Dental/vision insurance, 401(k), Health saving account (HSA) and Flexible spending account (FSA), Life Insurance, Pet Insurance, Short term and Long term Disability, Accident & Critical illness coverage, Pre-paid legal & ID theft protection, Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP.
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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 health insurance client service specialist jobs Title: specialist in Dothan, Alabama
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