Client Services Assistant

This position supports Asset Strategies' Financial Advisors and their Associates. This person will work directly with both Advisors and other support staff associates taking care of client service tasks.This person helps ensure our clients receive top-notch customer service in a timely manner by assisting in a wide range of activities. This position provides...

This position supports Asset Strategies' Financial Advisors and their Associates. This person will work directly with both Advisors and other support staff associates taking care of client service tasks. This person helps ensure our clients receive top-notch customer service in a timely manner by assisting in a wide range of activities. This position...

biBERK, a Berkshire Hathaway company, has been experiencing substantial growth since it's start just a few short years ago...and is anticipating even more growth to come! We are an internet-driven company that offers business insurance, such as workers' comp, liability, commercial auto and umbrella policies. We are looking for enthusiastic service...

biBERK, a Berkshire Hathaway company, has been experiencing substantial growth since it's start just a few short years ago...and is anticipating even more growth to come! We are an internet-driven company that offers business insurance, such as workers' comp, liability, commercial auto and umbrella policies. We are looking for enthusiastic service...

Who We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. Its the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your...

Who We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. Its the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your...

Who We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your...

Who We AreIn an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your...

Who We AreIn an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your...

Who We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your...

Job DescriptionJob DescriptionWho We AreIn an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or...

Job DescriptionJob DescriptionWho We AreIn an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or...

SUMMARY OF ESSENTIAL FUNCTIONS:The Client Service Representative (CSR) is the first impression a customer may have with Midwest Laboratories. The CSR will have a broad scope of knowledge regarding testing practices, analyses selection, and capabilities the company offers, all the while ensuring an exceptional client experience.SPECIFIC DUTIES AND...

THREE is a growing insurance company that sells a unique and straightforward insurance policy to small businesses - from restaurants, to electricians, to consultants - covering them against property risks (e.g. fire, theft, flood), lawsuits, and more. It was born out of and remains part of Berkshire Hathaway, one of the most respected companies in the world....

THREE is a growing insurance company that sells a unique and straightforward insurance policy to small businesses - from restaurants, to electricians, to consultants - covering them against property risks (e.g. fire, theft, flood), lawsuits, and more. It was born out of and remains part of Berkshire Hathaway, one of the most respected companies in the world....

Axos Clearing LLC Target Range: $40,000.00/Yr. - $47,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 5% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5% These...

Axos Clearing LLC Target Range: $40,000.00/Yr. - $47,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 5% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5% These...

Axos Clearing LLC Target Range: $40,000.00/Yr. - $47,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 5% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5% These...

Job SummaryJob DescriptionBuild and maintain professional relationships with clients by assisting them and answering account questions.Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate...

The salary range of this role in the Omaha is 45-47 K. The role of the Client Service Advocate (CSA) is a critical client-facing position and is the primary contact for selected clients. The CSA answers client inquiries, processes account transaction Client Service, Advocate, Service, Retail, Client