Client Onboarding Licensed Approver

Contract to Permanent role! Required Skills and Experience *Obtains Series 9 and 10-Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications- Technical and detail oriented- Margin experience- Legal structure experience and experience with documentation review- Experience with state code, planning, and risk...

Contract to Permanent role! Required Skills and Experience *Obtains Series 9 and 10-Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications- Technical and detail oriented- Margin experience- Legal structure experience and experience with documentation review- Experience with state code, planning, and risk...

Contract to Permanent role! Required Skills and Experience *Obtains Series 9 and 10-Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications- Technical and detail oriented- Margin experience- Legal structure experience and experience with documentation review- Experience with state code, planning, and risk...

Required Skills & Experience-Obtains Series 9 and 10 -Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications- Technical and detail oriented- Margin experience- Legal structure experience and experience with documentation review- Experience with state code, planning, and risk assessments-Experience managing client...

Required Skills & Experience-Obtains Series 9 and 10 -Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications- Technical and detail oriented- Margin experience- Legal structure experience and experience with documentation review- Experience with state code, planning, and risk assessments-Experience managing client...

MORE ABOUT THIS SKILLSET Teams work together to provide an exceptional client experience in order to help our clients achieve their financial goals. Our client/customer service and onboarding support professionals across the firm demonstrate an unwav Client Service, Associate, Support, Onboarding, Operations, Payment Processing, Banking, Business Services

About the RoleThis Senior Client Intake Specialist position is responsible for screening telephone calls, persistently monitoring potential new client inquiries, and updating logs and reporting systems to reflect status of all potential new clients.Additional responsibilities include conducting potential new client interviews with genuine empathy and...

About the RoleThis Benefits Onboarding Specialist role is ideal for an individual who is detail-oriented, organized, and able to work independently in a fast-paced environment.The successful candidate will have a strong understanding of benefits compliance and the ability to communicate complex information to clients and employees.We offer a fully remote...

Job Description: Intake and Onboarding SpecialistThe Katie L. Lewis, P.C. Family Law team is seeking an organized and detail-oriented Intake and Onboarding Specialist to join our team. As an Intake and Onboarding Specialist, you will be responsible for managing the intake process, organizing paperwork, and performing data entry in our case management...

Key Responsibilities:The successful candidate will ensure all new client credit submissions and approvals are set up in the system. They will also be responsible for completing agreements based on credit approval, sending customer requests for renewal applications, and tracking for return and completeness. Onboarding and customer training are also key...

Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sq. ft. office in Louisville, KY, has evolved into the Strategic Wealth Designers we...

Ambulatory LVN - Occupational Health - Onboarding JOB SUMMARY This position will support onboarding all employees that require immunization, vaccinations and drug testing appointments to begin working at UT Southwestern Medical Center. The LVN facilitates reviewing records, working off protocols when determining needs for vaccinations or if titers should be...

Job Description:We are seeking a proactive and detail-oriented Client Success Partner to support daily operations. This role will support client engagement, operational tasks, and administrative functions to ensure smooth workflows and client satisfaction. This role will report to Director of Sales & Client Partner and will work closely with him/her to...

About the Role:QualiZeal is seeking a proactive and detail-oriented Client Success Partner to support daily operations. This role will be responsible for client engagement, operational tasks, and administrative functions to ensure smooth workflows and client satisfaction.Main Responsibilities:Trend Analysis & Data Management: Conduct thorough research on...

Summary The Primary Purpose of this Position: Advanced knowledge of social work practice, advanced clinical social work, case management, and care coordination skills to meet the needs of Veterans with complex care and psychosocial needs, advanced clinical and case management application of social work principles. The Organizational Location of the Position...

Key ResponsibilitiesDevelop a deep understanding of RiskRelease's solutions and their value proposition for multifamily owners, operators, and property management companies.Assist the Client Success team with onboarding new clients and ensure a smooth transition to our platform.Proactively identify clients' needs, goals, and potential roadblocks, and develop...

Job Description:We are seeking a proactive and detail-oriented Client Success Partner to support daily operations. This role will support client engagement, operational tasks, and administrative functions to ensure smooth workflows and client satisfaction. This role will report to Director of Sales & Client Partner and will work closely with him/her to...

Job DescriptionJob DescriptionClient Relations SpecialistOur team is passionate about ensuring our clients have the best possible experience, and we are seeking a dedicated Client Relations Specialist to join our growing team.Job Description: We are looking for a remote Client Relations Specialist who will be responsible for ensuring an exceptional...

About the Role:The Client Services Associate plays a critical role in maintaining and growing relationships with our clients. This individual will be responsible for providing exceptional client service, supporting new account onboarding, and proactively contacting clients to enhance the relationship.Responsibilities:Deliver timely and accurate responses to...

This Front Office Receptionist position is an excellent opportunity for individuals seeking a challenging and rewarding career in mental health services. As a private counseling practice, Heritage Counseling & Consulting prioritizes the holistic well-being of our clients and patients, offering tailored care and effective solutions for a diverse range of...