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Our entry level Client Support Representatives are experts in our clients’ products and services, and they are excited to share their knowledge directly with consumers. Work directly with customers to promote our clients’ brand, products and services.
Full-timeExpandApply NowActive JobUpdated 25 days ago - UpvoteDownvoteShare Job
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NMLS registration can be completed after job entry dateAbility to train and mentor others, including products and platform proceduresExperience in financial services industry, preferredExperience with using and demonstrating digital products and self-service technologies, preferred.
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A client service representative is the first impression for a current or potential client. You must be efficient, effective and be the liaison between the client and medical staff.
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Deliver wealth management services to clients with guidance from the Banker teams. The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family.
$109,280 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(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 mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s.
$72,100 a yearFull-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Experience in financial services industry, preferred. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.
$25.5 an hourFull-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
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Company Culture: At Globe Life people are ambitious but respectful, high-energy, and treat every member like family. Many of our representatives have seen exponential career growth within Globe Life.
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In response to the continued growth of our business, we are looking for an Entry Level Client Services Coordinator to serve the Long Island area. The Entry Level Client Services Coordinator will be assigned an external existing customer and new customer base that our clientele provides for us.
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You'll be the face of Globe Life embodying our values and commitment. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. What's the growth trajectory for a Benefits Representative.
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Grow with Us: Dive into continuous learning and development opportunities. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day. Maintain a pulse on the industry, ensuring you offer the best and most updated advice.
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Company Overview: Once your application is in, you'll receive an invite to an electronic meeting overview, detailing everything you need to know about the position. Present tailored solutions to safeguard their assets effectively.
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Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Our focus is on continuous learning and development. Engage with clients to understand their financial goals and concerns.
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No, our platform is accessible through any standard web browser. Is there any specific software I need for the company overview? Submit Your Application: No stringent qualifications needed. Foster relationships and ensure our clients always have someone they can turn to.
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Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(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 mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s.
$65,000 a yearFull-timeExpandApply NowActive JobUpdated 21 days ago
services job Title: client in Valley Stream, NY
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