Current jobs related to Client Services Coordinator - Rochester - Manning & Napier

  • Client Services Coordinator

    4 weeks ago

    Rochester, New York, United States Coordinated Care Services, Inc. Full time

    Organization: Coordinated Care Services, Inc.Location: Not specifiedJob Title: Front Desk ReceptionistA Brief Job Description:Duties and Responsibilities:Authenticate client insurance details; secure electronic signatures from clients upon their arrival, ensuring no modifications in insurance, address, or contact information since their previous visit;...

  • Client Services Coordinator

    4 weeks ago

    Rochester, New York, United States Coordinated Care Services, Inc. Full time

    Organization: Coordinated Care Services, Inc.Location: Not specifiedJob Title: Front Desk ReceptionistA Brief Job Description:Duties and Responsibilities:Authenticate client insurance details; secure electronic signatures from clients upon their arrival, confirm no alterations in insurance, address, phone number, etc., since their previous visit; document...

  • Client Services Coordinator

    3 weeks ago

    Rochester, New York, United States Coordinated Care Services, Inc. Full time

    Organization: Coordinated Care Services, Inc.Location: Not specifiedJob Title: Front Desk ReceptionistA Brief Job Description:Duties and Responsibilities:Confirm client insurance details; secure electronic signatures from clients upon their arrival, ensuring there are no changes in insurance, address, or contact information since their last visit; accurately...

  • Client Coordinator

    2 days ago

    Rochester, Minnesota, United States Maxim Healthcare Services Full time

    Maxim Healthcare Services: Client Coordinator OpportunityWe are seeking a highly motivated and organized Client Coordinator to join our team at Maxim Healthcare Services. As a Client Coordinator, you will play a critical role in building relationships with our clients and active caregivers to understand their scheduling needs and preferences.Key...

  • Client Coordinator

    2 weeks ago

    Rochester, Minnesota, United States Maxim Healthcare Services Full time

    Maxim Healthcare Services: A Leader in Healthcare SolutionsAt Maxim Healthcare Services, we are committed to providing exceptional care and support to our clients, patients, and caregivers. We are seeking a highly motivated and organized Client Coordinator to join our team.Key Responsibilities:Build strong relationships with clients and caregivers to...

  • Client Services Coordinator

    3 weeks ago

    Rochester, New York, United States East House Full time

    About the RoleEast House is seeking a highly skilled and compassionate Service Coordinator to join our team. As a Service Coordinator, you will play a vital role in supporting individuals recovering from mental illness, chemical dependency, and/or co-occurring conditions.Key ResponsibilitiesClient Services: Develop and implement individualized service plans...

  • Client Services Coordinator

    4 months ago

    Rochester, United States Manning & Napier Full time

    SummaryWe are currently recruiting recent college graduates to join our Growth and Development Team as a Service Coordinator. An individual in this position will gain hands on experience within our Client Services Department, working in-tandem with service teams across sales channels to process and expedite client requests as well as assist with client...

  • Client Services Coordinator

    4 months ago

    Rochester, United States Manning & Napier Full time

    SummaryWe are currently recruiting recent college graduates to join our Growth and Development Team as a Service Coordinator. An individual in this position will gain hands on experience within our Client Services Department, working in-tandem with service teams across sales channels to process and expedite client requests as well as assist with client...

  • Client Services Coordinator

    4 weeks ago

    Rochester, New York, United States Paychex Full time

    Position Summary With minimal supervision, the Client Services Coordinator delivers exceptional support to Paychex Health & Benefit clients. This role is pivotal in maintaining positive client relationships and ensuring that inquiries and issues are addressed promptly and in alignment with Paychex's standards. The Coordinator actively engages with clients,...

  • Client Services Coordinator

    4 weeks ago

    Rochester, New Hampshire, United States Community Partners, Inc. Full time

    About Us: Community Partners, Inc. is committed to delivering exceptional developmental and mental health services tailored to the needs of individuals and families in our community. We provide a range of services, from comprehensive mental health support to personalized assistance for individuals with developmental disabilities, as well as family education...

  • Client Engagement Coordinator

    3 weeks ago

    Rochester, Minnesota, United States American Waterworks Full time

    American Waterworks, a prominent player in the foundation repair and construction sector, is seeking a Client Engagement Coordinator to become part of our expanding team. Our mission is to transform the construction landscape by delivering an exceptional experience to our clients. We are committed to fostering enduring relationships with each customer. At...

  • Client Experience Coordinator

    3 weeks ago

    Rochester, Minnesota, United States Sephora Full time

    Job Overview:As a Sales and Service Coordinator at Sephora, you will play a vital role in delivering an outstanding shopping experience for our clients.Your Responsibilities:Enhancing Client Engagement: Facilitate all facets of sales and service strategies to ensure a memorable shopping journey.Organizing Events and Services: Manage the coordination of paid...

  • Client Intake Coordinator

    4 weeks ago

    Rochester, New York, United States Livingston Associates Full time

    CLIENT INTAKE COORDINATORPOSITION SUMMARY:The Client Intake Coordinator is a full-time position funded through a grant, aimed at providing essential services and support to individuals transitioning from various institutional settings. This role is crucial in fostering a welcoming atmosphere for clients and visitors alike, ensuring that all interactions are...

  • Client Liaison

    3 weeks ago

    Rochester, Minnesota, United States Maxim Healthcare Services Full time

    **Job Summary:**Maxim Healthcare Services is seeking a highly skilled and detail-oriented Client Coordinator to join our team. As a Client Coordinator, you will play a vital role in building relationships with clients and caregivers to understand their scheduling needs and preferences.**Key Responsibilities:**Build and maintain strong relationships with...

  • Client Support Coordinator

    4 weeks ago

    Rochester, New York, United States Concern Housing Full time

    About Concern HousingConcern Housing is a non-profit organization dedicated to empowering individuals and families to thrive within their communities, offering essential housing and support services. As one of the largest housing agencies in New York State, we currently assist approximately 1,300 individuals and families across over 240 locations. Concern...

  • Access Coordination Services Manager

    4 weeks ago

    Rochester, New York, United States Coordinated Care Services, Inc. (CCSI) Full time

    Position OverviewAccess Coordination Services ManagerCoordinated Care Services, Inc. (CCSI)Full-Time PositionCoordinated Care Services, Inc. (CCSI) is in search of a dedicated Access Coordination Services Manager to enhance our essential business functions for our partner organizations and clients. This role entails overseeing and monitoring various programs...

  • Client Support Coordinator

    4 weeks ago

    Rochester, New York, United States Concern Housing Full time

    About Concern HousingConcern Housing is a dedicated non-profit organization focused on empowering individuals and families to thrive within their communities by providing essential housing and support services. As one of the leading housing agencies in New York State, we currently assist approximately 1,300 individuals and families across over 240 locations....

  • Client Services Associate

    1 day ago

    Rochester, New York, United States Rochester Promotions Firm Full time

    Job Title: Client Services TraineeWe are seeking a highly motivated and team-oriented Client Services Trainee to join our Client Services and Customer Service Team at Rochester Promotions Firm. As a Client Services Trainee, you will play a vital role in establishing and maintaining long-lasting business relationships with our clients, identifying and...

  • Service Operations Coordinator

    3 weeks ago

    Rochester, New York, United States EMCOR Government Services Full time

    Position OverviewThe Service Coordinator plays a crucial role in ensuring efficient communication with clients, effective planning, and seamless dispatching of service technicians. This position requires adept use of company software systems and a commitment to completing tasks safely and promptly.Key Responsibilities include, but are not limited to:Daily...

  • Service Operations Coordinator

    3 weeks ago

    Rochester, New York, United States EMCOR Government Services Full time

    Position OverviewThe Service Coordinator plays a crucial role in ensuring effective communication with clients, meticulous planning, and efficient dispatching of service technicians. This position requires proficiency in company software systems and a commitment to completing tasks in a safe and timely manner.Key Responsibilities include, but are not limited...

Client Services Coordinator

4 months ago

Rochester, United States Manning & Napier Full time

Summary

We are currently recruiting recent college graduates to join our Growth and Development Team as a Service Coordinator. An individual in this position will gain hands on experience within our Client Services Department, working in-tandem with service teams across sales channels to process and expedite client requests as well as assist with client reporting, meeting preparation and client interactions. This role will provide exposure to many areas of the firm through collaboration with internal partners on Client Service responsibilities, along with opportunities to work on cross-departmental projects and career development mentorship. This is an entry-level position that we expect you to be in for 12-24 months as a foundation to a career in the Financial Services Industry at Manning & Napier.

This position is based in Fairport, NY and will report to a Client Services Supervisor.

Responsibilities

Client Services Service Coordinator

  • Facilitate system set up of new accounts and ensure proper account coding
  • Process client cash flow requests, investment objective changes, cancellations, and other client directives, ensuring accuracy and timeliness
  • Prepare and coordinate client reviews for meetings and mailings
  • Prepare client and third-party data and fulfillment requests
  • Assist with client portal support phone queue
  • Serve as a backup for Service Team members as needed, working directly with clients, prospects and sales teams
  • Facilitate information exchange between internal and external partners in regard to changes/updates on account information
  • Research and work to resolve client problems/issues as appropriate or assigned by the Service Team or Supervisor
  • Escalate problem issues to Service Team or Supervisor as appropriate
  • Assist with training new team members on practices and procedures
  • Participate as a backup in Service Coordinator team coverage
  • Serve as a resource with regards to firm initiatives and projects as assigned

Growth and Development

  • Meet regularly with mentor to develop individualized growth plan
  • Shadow all areas of the firm to gain comprehensive knowledge of the business
  • Partner with various Departments to complete projects and provide support as needed
  • Develop working knowledge of all products and services offered to clients
  • Complete internal product and investment training program
  • Initiate financial securities licenses and/or credentials

Qualifications

  • Bachelors or Masters degree with an emphasis in Finance, Business, Economics, or similar program
  • Track record of strong academic achievement

Compensation: Expected hourly rate $24.00-$26.00/hr

by Jobble