Client Relations Specialist

Overview: **Duties**: - Communicate with clients to understand their needs and provide solutions - Explain products or services to existing clients - Conduct data entry to update client information accurately - Analyze client data and prepare financial statements - Resolve client inquiries and issues promptly and professionally - Collaborate with internal...

Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial A Client Specialist, Financial Advisor, Specialist, Client Service, Client Relations, Business Services,...

Our company has teamed up with national telecommunications organizations that focus heavily on technology development and delivering superior customer service support. Specializing in engagement, we leverage our deep expertise in customer outreach to develop and execute customized and strategic marketing plans to fit the specific needs of every client we...

Our company has teamed up with national telecommunications organizations that focus heavily on technology development and delivering superior customer service support. Specializing in engagement, we leverage our deep expertise in customer outreach to develop and execute customized and strategic marketing plans to fit the specific needs of every client we...

Do you have a knack for recognizing untapped potential in people? Are you seeking a chance to leverage your sales expertise and networking abilities for a meaningful cause? PathPoint is welcoming part-time Employment Specialists (Job Developers) in Ventura County to join our employment team. This is a unique and rewarding sales-like position with a lucrative...

Job DescriptionJob DescriptionDo you have a knack for recognizing untapped potential in people? Are you seeking a chance to leverage your sales expertise and networking abilities for a meaningful cause?PathPoint is welcoming part-time Employment Specialists (Job Developers) in Ventura County to join our employment team. This is a unique and rewarding...

Make an impact at Goodwin, where we partner with our clients to practice law with integrity, ingenuity, agility and ambition. We are in the business of building authentic, long-term relationships with our clients, who are some of the world’s most successful and innovative investors, entrepreneurs and disruptors in the life sciences, private equity, real...

BELFOR RESTORING MORE THAN PROPERTY Flooding. Fires. Windstorms. Hundreds of thousands of clients rely on BELFOR Property Restoration each year to rebuild their lives, homes, and businesses. We're Restoring More Than Property. With BELFOR specialists in every major metropolitan area in the USA ready to respond 24/7/365, we provide the fastest,...

As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing...

As a Client Specialist, you will:Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing...

** Premier Client Support Specialist** **** New Zions Bank recognizes that its strength comes from the dedication, experience, and talents of its diverse employee base. As we usher in the next generation of banking, were committed to being the premier employer of choice. Were proud to have ranked among American Banker magazines Best Banks to Work For every...

Job DescriptionJob DescriptionWe are a community focused outreach firm based in Southern California with an exciting new client opportunity. We’re committed to helping our community gain access to reliable communication services through hands-on outreach campaigns. To expand outreach, we are hiring an Entry Level Client Support Specialist in the Orange...

Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it...

Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it...

Essential Functions: - Utilizes the functions of Connex and Returns systems in order to perform daily tasks. Also need to be versed with Excel, Word, and Outlook. - Creates Return Authorization and documents all information related to the return into the Returns system - Verifies that merchandise returned by customers matches the vendor credit and return...

summary Manufacturing company in Carlsbad is in need of a Document Control Specialist. Someone that manage administrative tasks associated with compliance-related recordkeeping, purchasing, customer management, and quality assurance. This is a dual role supporting the Quality Assurance and Executive teams. Monday-Friday 8am-5pm Onsite/Full time position...

About Employee Navigator Employee Navigator is a rapidly growing and highly profitable $100M ARR SaaS insurance & HR technology company that works with the nation's leading insurance carriers, payroll companies & insurance brokers. Our products are designed to make it easier for our customers to manage the complexity of employee benefits & HR including...

Worker Type Regular **Job Description**: Summary We are seeking a dynamic, hands-on Employee Communications Specialist to join our People & Culture team. In this role, you will play a critical part in supporting key projects that require major communication and change management activities. The role will be facilitating organizational initiatives,...

Lifespark is a complete senior health company headquartered in St. Louis Park, Minnesota. Since 2004, we've been helping seniors stay healthy, navigate their health care options with confidence, and live fuller, more independent lives as they age. That's where our people come in - from accounting and health technology to front-line nurses, advanced practice...

**Essential Duties & Responsibilities**: - Primarily responsible for entry of payroll data into our accounting software. - Entry of expenses, consumables, invoices and all job costing data - Account reconciliation - Communicate with internal and external stakeholders with regard to all matters relating to payroll and accounting - Managing accounting and...