3609 client service specialist jobs found

Job Description COGENCY GLOBAL, INC. THE RIGHT RESPONSE AT THE RIGHT TIME, EVERY TIME Direct Access - Client Service Specialist Springfield, IL Benefits Offered 401K, Dental, Life, Medical, Vision Full -Time Hours: M-F 9:00 am - 5:00 pm Are you looking for a company committed to integrity, fairness, and fun? Are you in search of a corporate culture that fosters career development and values work-life balance? Would you like to be a part of a fantastic, growing Springfield team? If you answered yes to these questions, then we have a position you should apply for! The Direct Access - Client Service Specialist is responsible for: We are currently looking for a candidate with prior customer service experience who will enjoy the support, camaraderie and satisfaction that comes from working with a family-oriented, professional company. Applicants should have well-developed computer skills, show a strong proficiency in verbal and written communication, be organized and very detail...

Job Description Fee-only, independent registered investment advisory firm seeks a highly motivated Client Service Specialist. This position will be broadly responsible for supporting and delivering the consulting services of Fiduciary Advisors, Inc. and will report primarily to the senior advisors. Required skills * Basic understanding of investments * Strong computer skills (Excel, Word, PowerPoint, etc) * Strong written and oral communication skills * Ability to be self-motivated and work in a team environment Summary of essential job functions * Interaction with custodians- complete new account applications and any other required applications, coordinate account transfers of new accounts (Schwab and Fidelity) * Daily review of client portfolios for adherence to investment policy (target allocation) and cash flows and develop recommendation of trades for accounts to senior advisors (Tamarac) * Maintain accurate records in our Client Relationship Management (CRM) software...

Job Description Boutique Financial Planning firm looking to add a Client Service Specialist. This position requires strong relationship management skills, acute attention to detail, strong analytical skills, and a client centric mindset to provide outstanding service to both Resolves standard client issues effectively and efficiently including, address changes, sending and receiving client deposits and withdrawals, opening accounts, processes new business, liquidates accounts, set up and teach client on-line access, write letters as required, and obtain tax documents Clearly articulate any service requests Researches client issues, historical transactions, etc. Assists with researching and preparing consolidated account statements for clients verify account balances Attend client meetings; responsible for meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation Series 7, 63, 65, 66 or 6 license...

Job Description At Kesslers Diamonds, our people love what they do, and they love what they can do for our clients. If you are interested in joining our team, we want to hear from you. We are 100% Employee Owned! Kesslers Diamonds prides itself on having a terrific work environment that revolves around mutual respect, teamwork, and a passion for customer service. This philosophy, coupled with a fun and family-like atmosphere, and a culture that promotes a healthy, fulfilling work/life balance all makes Kesslers Diamonds a great place to work. We foster a culture of fun and expect open and honest communication as well as continued personal development. If you love collaborating with people and going the 'extra mile' to help the customer, we want to talk with you! Kesslers is seeking full-time Client Service Specialists to provide outstanding service to our valued customers. Responsibilities include greeting and providing excellent service to our customers, using point-of-sale to...

Job Description IBA Service Specialist. You will be part of our growing Customer and Client Service Department, serving as the voice of International Benefits Administrators through both written and verbal communications. The mission of this model is designed to meet each member at every aspect of their health care journey. Our embedded customer-dedicated service allows maximization of inbound and outbound touchpoints to solve members' needs by taking ownership to resolve issues that arise by advocating on behalf of our members. You will also service our Providers by helping them coordinate care; answer benefit, claim & eligibility questions on behalf of our Members. IBA Service Specialist Responsibilities: * Taking inbound calls for both Members and Providers * Assisting to answer questions related to members' health plan. * Making outbound calls on behalf of our members to help resolve any billing issues or questions regarding their benefits. * Engages, consults and educates...

Job Description POSITION SUMMARY: We have an immediate opening for a Client Services Specialist. Custom Products is an established family owned corporation providing packaging services to clients for over 40 years! This is an operations position, not a Call Center. As a Client Services Specialist you will be involved in a variety of tasks including direct contact with clients, sales team, and management, as well as internal production, warehouse and accounting departments. An ideal candidate will have great relationship building skills, detail orientated with data entry (excel and SAP), problem solving, and organizational skills! ESSENTIAL JOB DUTIES: · Receive and confirm incoming orders from clients and maintain client files. · Enter production orders into system according to specifications based on client requirements. · Work with other departments on status of orders and provide updates to clients when needed. · Manage material discrepancies with client. · Resolve client...

Job Description The Client Services Specialist Sr. is responsible for meeting the servicing needs and expectations of the large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services. Must be able to work in a fast paced environment, multi-task, and work under minimal general supervision. Principal Duties & Responsibilities: * Responsible for client retention and satisfaction by responding to all Deposit and Loan requests and inquiries in a timely and efficient manner * Proactively initiates contact with clients as needed to provide superior service * Responsible for handling loan servicing requests such as advances, pay-downs, copies of statements and bills, research on billing issues, insurance, escrows, flood insurance, etc. * Actively participates in the On-Boarding of new clients by opening and processing all types of accounts, products and/or services * Serves as the...

Job Description Future Growth Personally and Professionally. If you are looking to invest in your future and put the effort into your future we are a great fit. We are a financial company looking for a Client Services Specialist and ParaPlanner position. Under limited supervision This person acts as the first point of contact for existing and potential clients . A warm and friendly reception combined with a working knowledge of where to source solutions is an important characteristic for this professional. We are looking for a client service oriented team player who is a detail oriented professional with proven organizational skills, able to manage time efficiently and can multi-task. Who's proven written and verbal skills instill confidence from the team and our clients. This vital support role will enhance the client experience by servicing clients and providing operational and administrative support to our team in their daily business practices. This person will help with the...

Job Description Client Services Coordinator Trussville Area Established area employee staffing provider is actively seeking an experienced professional to complement its team. Qualified candidates will present the following attributes, proven to lend to personal growth and professional success in the staffing industry. · Task oriented, results driven, high energy, self-starter with a strong level of common sense, professional intelligence, ethical business practice application and impeccable verbal and written communication skills. · An Optimistic and out-going, team player that presents the ability to motivate one's self and others while navigating the challenges of a fast-paced, dynamic and demanding atmosphere, presenting strong problem-solving and relationship skills. · Proven success with diverse Customer Service, Business-to-Business sales environment requiring strong conversational skills and relationship development abilities. · Strong computer knowledge with emphasis on...

Job Description Administrative Support: · Answer telephone, takes messages and refers calls · Maintain office calendar/zoom systems · Compliance task management: maintain monthly, quarterly and annual reports · Update/maintain: company website, social media accounts and company notifications · Client touches: thank you cards, birthday cards, holiday cards, etc. Client/Advisor Support: · Protect the Advisors time. · Handle all non-advisory tasks for the professional advisory team · Assist client and advisory team with all non-advisory questions and paperwork such as, processing all forms and applications including, opening accounts, account address change, and other online applications necessary to process clients' business transactions · Phone schedule, prepare and follow-up on client RPMs as required · Run reports and prepare documents necessary for clients RPMs and other meetings · Maintain CRM software and its WORKFLOWS to keep current for sorting, reporting, scheduling, fee...

Job Description We strive to help people find affordable health insurance. Our packages are extremely affordable, and the coverage is incredible! Our customers love what we offer, and we have the testimonials to prove it! We help anyone and everyone obtain better health insurance including: * Individuals * Families * Business Owners * Self-Employed And more... As a Client Specialist, you'll consult our customers and guide them through the entire process of purchasing quality health insurance. Offering a truly amazing product along with a top-notch customer experience makes it much easier to sell! If you join the team, you'll also have the opportunity to make a real difference in hundreds of lives all around the country! Who Are We Looking For? We are seeking someone who: * Is willing to learn * Has energy * Enjoys helping others * Wants to be a part of a supportive team * Wants to take control of their own income * Enjoys challenges & growth opportunities * Willing to obtain a...

Job Description Description The Sr. Customer Service Representative performs work of average and above difficulty in assisting and directing calls with a high level of accuracy to ensure optimum performance and services. Examples of Duties The position duties and responsibilities listed below describe the general nature and scope of work. Other responsibilities, duties, and skills may be required and assigned, as needed. These essential functions require presence in the workplace on a regular basis and regular attendance must be maintained. * Provides accurate information regarding all program information to participants, co-workers, supervisors and the general public. * Promotes the best interest of the Company using the tools of reasonableness, fairness and compassion with a client and employee focus. * Identifies and assesses client's concern and provides assistance through detailed and clear explanation. * Resolves customer issues by demonstrating the ability to assist...

Job Description The Los Angeles office of a Global Law firm has an opening for a Client Service Specialist (Legal Secretary) with Litigation experience to support attorneys in their Employment Department. The Client Service Specialist provides administrative client services to both internal and external clients. In this capacity, the Client Service Specialist will: * Maintain a consistent physical presence required to facilitate an interactive and collaborative environment ensuring that assignments, cross-training, and peer level support are optimized to provide seamless support; * Execute administrative functions and facilitate completion of tasks including finance/billing-related tasks, time and expense entry, opening of new matters, client presentations, meetings and other administrative projects as assigned; * Maintain calendar and scheduling, coordinate pending matters and tracking deadlines; excellent follow up skills required; * Coordinate and delegate to Firm resources as...

Job Description The Client Service Specialist we need to partner with as our next Wealth Associate leaves no loose ends. Born of steely grit and an unmatched determination to succeed, you pull no punches. Ice runs through your veins. Direct and candid but loaded with integrity, you're straighter than the straightest arrow. You know when to turn on the charm, but you don't favor laggards, and you do right by the whole. The people in your circle know you're a certified work machine. You figure things out at lightning speed, and you put your problem-solving skills into action fast. Your knack for following up and following through is your gift. The more pressure you have, the better. The world goes quiet. You're in the zone. You are a professional grade Client Service master. As our next Wealth Associate you'll be the tip of the spear and the conduit for financial knowledge transfer between our clients and our Wealth Advisors. That means you'll help assist in the preparation of...

Job Description The Dailylook Client Service department is a key factor in DailyLook's success! The Client Service team is responsible for the overall member experience and strives to ensure our agents are providing our clients with the highest level of service in the industry. We are looking for a Client Service Specialist who truly enjoys interacting with customers, rises to any challenge, and is a self-starter! This job is remote! The Client Services duties include the following, but are not limited to: * Respond to client inquiries regarding order history, store credit, promotions, shipments, and cancellations. * Retention - Retaining clients who may be thinking of canceling. * Communicate with CS supervisor to correct and proactively address customer complaints/issues. * Assist clients with all concerns via live chat, email, and inbound calling with professional and personalized service. * Partners with our styling and warehouse team via email to resolve customer concerns. *...

Job Description An established Palo Alto law firm is currently seeking a full-time trusts and estates litigation attorney to independently oversee the day-to-day file handling. The candidate for the trusts and estates litigation attorney position must have experience in all phases of litigation, including drafting petitions, taking party and expert depositions, handling motions, and trial preparation. The attorney will support the principal attorney in file handling, appearances, depositions, discovery, calendaring and scheduling. The associate attorney will also delegate tasks to the paralegals, and client service specialist. This position is a full-time position. The trusts and estates litigation attorney will participate in the firm's overall mission. Our philosophy is that wealth preservation, dispute resolution, and estate and business succession planning should not just be just about a set of documents. We believe that our holistic perspective- one where the focus is on the...

Job Description Our team is looking for collaborative administrative support to an advisor that works primarily in the agricultural marketplace. Tim Veazey, our Sr. Financial Advisor, works with farm families and individuals to facilitate business and personal financial planning. PERFORMANCE DRIVERS and OPPORTUNITIES Once onboarded there is an opportunity to drive additional compensation through a performance evaluation program. Excellence in the following areas of the business will be rewarded: · Client relationships · Practice management · Administrative support ROLE AND RESPONSIBILITIES Client Service · Develop new and manage existing relationships by systematic outreach (i.e. scheduling client reviews) and follow up · Update client database (Client Resource Manager) to ensure all client information is current · Prepares advisor for meetings by having all forms, required data, presentations, plans, and programs assembled and organized. · Prepare for advisor's appointments with...

Job Description COGENCY GLOBAL, INC. THE RIGHT RESPONSE AT THE RIGHT TIME, EVERY TIME Administrative Assistant Springfield, IL Benefits Offered 401K, Dental, Life, Medical, Vision Employment Type: Full-Time Hours: 9-5 Are you looking for a company committed to integrity, fairness, and fun? Are you in search of a corporate culture that fosters career development and values work-life balance? Would you like to be a part of a fantastic, growing Springfield team? If you answered yes to these questions, then we have a position you should apply for! The Administrative Assistant is responsible for: Supports our clients with updating their company's corporate information at the Secretary of State database in Springfield, IL. The successful candidate will also be highly organized and possess excellent communication skills as they will be tasked with ensuring all administrative responsibilities within our Springfield office are executed efficiently and on time. This position will also...

Job Description We are looking for a qualified candidate to work as a full-time Digitization and Scanning Specialist for a Government client. The Digitization and Scanning Specialist, in collaboration with the team, will complete tasks such as inventory, barcoding, prepping documents, indexing, digitization, and shredding. The Digitization and Scanning Specialist Must be able and willing to travel for a 12-month period to locations listed below for the duration of the project. NOTE: MUST be a US Citizen or Green Card Holder Site Locations: Alexandria VA, Springfield VA, and Falls Church VA ROLE AND RESPONSIBILITIES * Review and prepare files and documents based on conversion requirements, including but not limited to arranging records in date order, removing duplicate copies, and removing staples and clipping multipage documents. * Determine which scanning device will properly perform the operations depending on the type of quality of documents to be imaged * Perform and monitor...

Job Description CRM Email Specialist (Email Marketing Associate) What's In It For You: * $28/hr * Fully remote to start with the possibility of moving into a hybrid schedule * Work closely with a growing team * Fun and well-known international company * Great company to have on your resume About the Opportunity: * Our client is an American online travel company based in Boston, MA that operates a website and mobile app which offers online hotel reservations and bookings for transportation, lodging, travel experiences, and restaurants. * They were named by Forbes America's Best Midsize Employer in 2019. * Your role specializes in customer interactions and handles the software that makes those interactions possible. CRM Email Specialist Responsibilities: * Managing and executing email requests that will be delivered a large audience of customers * Gathering requirements for email campaigns from the CRM and Engineering teams * Assisting the CRM team with translations requests and...