Current jobs related to Client Relations Specialist - Red Bank - PerforMAX, Inc. on behalf of Smallwood Wealth Management

  • Client Relations Specialist

    4 weeks ago

    Red Bank, New Jersey, United States US Main Full time

    Position Overview:We are seeking a dedicated Client Service Associate (CSA) to enhance our operations and provide exceptional support to our clients. The CSA will collaborate closely with Financial Advisors to optimize workflows, generate reports, and address client inquiries.Key Responsibilities:Assist with daily service requirements, including bill payment...

  • Healthcare Client Relations Specialist

    4 weeks ago

    Red Bank, New Jersey, United States Conte Dental Full time

    Position Overview:Conte Dentistry is in search of a personable and detail-oriented Healthcare Client Relations Specialist to enhance our team and support our goal of ensuring every patient visit is a delightful experience. In this role, you will serve as the initial point of contact for our patients, playing a vital role in the seamless functioning of our...

  • Client Relations Specialist

    4 weeks ago

    Red Bank, New Jersey, United States US Main Full time

    Position Overview:We are seeking a dedicated Client Service Associate (CSA) to enhance our client support operations. This role is pivotal in collaborating with Financial Advisors to optimize workflows, generate reports, and address client requirements.Key Responsibilities:Assist with daily service operations, including bill payment and trust...

  • Client Relations Specialist

    4 weeks ago

    Red Bank, New Jersey, United States US Main Full time

    Position Overview:We are seeking a dedicated Client Service Associate (CSA) to enhance our operations and client support. The CSA will collaborate closely with Financial Advisors to optimize workflows, generate reports, and address client inquiries.Key Responsibilities:1. Assist the team with daily service requirements, including bill payments and trust...

  • Client Relations Specialist

    4 weeks ago

    Red Bank, New Jersey, United States US Main Full time

    Position Overview:We are seeking a dedicated Client Service Associate (CSA) to enhance our client support operations. The CSA will collaborate closely with Financial Advisors to optimize processes, generate reports, and address client requirements.Key Responsibilities:Assist the team with daily service tasks including bill payments and trust...

  • Client Relations Specialist

    4 weeks ago

    Red Bank, New Jersey, United States US Main Full time

    Position Overview:We are seeking a dedicated Client Service Associate (CSA) to enhance our client support operations. This role is essential in providing exceptional service to our clients while collaborating closely with Financial Advisors.Key Responsibilities:Assist with daily service operations, including bill payments and trust management.Organize and...

  • Comprehensive Client Relations Associate

    3 weeks ago

    Red Bank, New Jersey, United States Immcare Full time

    Position: Front Desk Associate Reports to: Office Manager Overview: The Front Desk Associate is responsible for welcoming patients, updating insurance details in the database, verifying and analyzing health insurance benefits, explaining payment policies, managing phone communications, and performing various administrative tasks. Benefits: SIGN ON BONUS AND...

  • Technical Support Specialist

    3 weeks ago

    Red Bank, New Jersey, United States Enterprise Engineering Full time

    Job DescriptionJob Title: Technical Support SpecialistReports To: Director of Enterprise EngineeringJob Summary:We are seeking a highly skilled Technical Support Specialist to join our team at Enterprise Engineering. As a Technical Support Specialist, you will be responsible for providing technical support and assistance to our clients, ensuring that their...

  • Client Success Associate

    3 weeks ago

    Red Bank, New Jersey, United States ISS Corporate Solutions Full time

    About the RoleWe are seeking a highly skilled Client Success Associate to join our team at ISS Corporate Solutions. As a Client Success Associate, you will play a critical role in ensuring that our clients have a positive experience with our products and services.Key ResponsibilitiesClient Support: Provide exceptional support to clients through various...

  • Medical Billing Specialist

    2 weeks ago

    Red Bank, New Jersey, United States WatsonBarron Group Full time

    Medical Billing & Reimbursement SpecialistLocation: Tinton Falls NJ (near GSP Exit 109)Job Summary: We are seeking a highly skilled Medical Billing & Reimbursement Specialist to join our team at WatsonBarron Group. As a key member of our healthcare consulting firm, you will be responsible for ensuring accurate and timely reimbursement for our...

  • Client Success Associate

    4 days ago

    Red Bank, New Jersey, United States ISS Corporate Solutions Full time

    About the RoleWe are seeking a highly skilled Client Success Associate to join our team at ISS Corporate Solutions. As a Client Success Associate, you will play a critical role in ensuring our clients have a positive experience with our products and services.Key ResponsibilitiesProvide exceptional support to clients via phone, email, or in-person meetings,...

  • Medical Billing Specialist

    6 days ago

    Red Bank, New Jersey, United States WatsonBarron Group Full time

    Medical Billing & Reimbursement SpecialistLocation: Tinton Falls NJ (near GSP Exit 109)Job Type: Full-timeSalary: CompetitiveBenefits: Medical, dental, and vision insurance, Paid Time Off, and moreOur client is a well-respected healthcare consulting firm seeking a professional to work at the corporate office in Monmouth County, NJ. The ideal candidate will...

  • Client Success Associate

    2 weeks ago

    Red Bank, New Jersey, United States ISS Corporate Solutions Full time

    {"title": "Client Success Associate", "description": "Client Success AssociateAt ISS Corporate Solutions, we are seeking a highly motivated and results-driven Client Success Associate to join our team. As a Client Success Associate, you will play a critical role in ensuring our clients have a positive experience with our products and services.Key...

  • Client Relations Coordinator

    3 weeks ago

    Red Wing, Minnesota, United States Red Wing Brands of America Full time

    Job OverviewCompany Overview:Red Wing Brands of America is a renowned organization situated in Minnesota, dedicated to providing exceptional products and services. With a workforce of 2300 globally, we foster a collaborative and family-oriented culture that emphasizes innovation and employee engagement.Position Summary:As a Customer Experience Specialist,...

  • Credentialing Specialist

    2 months ago

    Red Bank, United States Physicians Practice Enhancement LLC Full time

    Job DescriptionJob DescriptionThe Credentialing Specialist is an integral of the PPE, LLC professional team. Processing candidates and working with the Medical Staff Offices of our sites with a strong knowledge of physician credentialing, Joint Commission regulations and Medical Staff Office procedures and practices is the job of this position. Works with...

  • Property Claims Specialist

    4 days ago

    Red Bank, United States AXIS Capital Holdings Full time

    This is your opportunity to join AXIS Capital a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders Claims Specialist, Claims, Property, Quality Assurance, Specialist, Management, Business Services

  • Financial Planning Specialist

    2 weeks ago

    Red Bank, New Jersey, United States Weibermacht Consulting and Staffing Firm Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at Weibermacht Consulting and Staffing Firm. As a Financial Planning Specialist, you will play a critical role in helping our clients achieve their financial goals by developing and implementing comprehensive financial plans.Key ResponsibilitiesWork...

  • Tax Review Specialist

    3 weeks ago

    Red Bank, New Jersey, United States Withum Full time

    About WithumWithum is a forward-thinking, technology-driven advisory and accounting firm that empowers clients with innovative tools and solutions to address their accounting, tax, and overall business management needs.Our Tax Services GroupOur team of tax specialists works to ensure tax reporting obligations are met in an accurate and timely manner and...

  • Nail Care Specialist

    2 weeks ago

    Red Bank, New Jersey, United States ALUR Full time

    {"title": "Nail Care Specialist", "content": "Mobile Nail Technician OpportunityALUR, a pioneering provider of mobile beauty services, is seeking skilled and passionate Nail Care Specialists to join our dynamic team in the Red Bank, NJ area. As an ALUR Nail Tech, you will have the unique opportunity to bring high-quality nail care services directly to...

  • Property Claims Specialist

    2 days ago

    Red Bank, New Jersey, United States AXIS Capital Holdings Full time

    AXIS Capital Holdings: A Trusted Global Provider of Specialty Lines Insurance and ReinsuranceThis is your opportunity to join a leading company in the insurance industry, where we stand apart for our outstanding client service, intelligent risk taking, and superior risk-adjusted returns for our shareholders.About the RoleWe are seeking a highly skilled...

Client Relations Specialist

3 months ago

Red Bank, United States PerforMAX, Inc. on behalf of Smallwood Wealth Management Full time

Smallwood Wealth Management has an exciting opportunity for a talented professional to make a significant impact on our organization's success. We cater to top-tier business owners, professionals, and high-level corporate executives to provide confidence and clarity to grow and protect their wealth.

The **mission** for this role is to deliver unparalleled service to existing annuity and insurance clients while providing an extraordinary client experience. We seek individuals to be committed to our Core Values demonstrating a “Get it Done” mentality, eagerness to learn, a positive attitude, and commitment to our vision of growth.

**The outcomes expected of this individual**:

- Manage annuity and insurance service requests efficiently and accurately, balancing varying degrees of volume.
- Expedite Service requests completing them within 24 hours of assignment and timely delivery to client for signatures. These requests may include, but are not limited to: address changes, beneficiary changes, loan requests, withdrawal requests, requesting illustrations, etc.
- There must be an exceptional standard of accuracy, striving for an error rate of < 1% for each product line, thereby upholding the integrity and reliability of our services.
- Every client interaction and activity is meticulously recorded in our CRM for comprehensive record keeping.
- All documents are stored via electronic storage following the SWM naming convention for easy access and reference by all.
- Maintain and update the CRM consistently adding new information, rectifying errors, and preservation of a “perfect client record.”

**Competencies the individual hired for this position MUST have**:

- **Attention to detail. **Do not let important details slip through the cracks or derail a project.
- **Efficiency. **Able to produce significant output with mínimal wasted effort.
- **Teamwork. **Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
- **Proactivity.** Must be a self-starter and an independent thinker. Bring new ideas to the company.
- **Organizational planning.** Plans, organizes, schedules, and budgets efficiently and productively. Focuses on key priorities.
- **Work ethic.** Possesses a strong willingness to work hard and sometimes work long hours to get the job done. Has a track record of working hard.

**Preferred Skills and Experience**:

- Should have current life and health insurance license.
- A proven ability to exercise considerable discretion and independent judgment when making decisions and interacting with Team Members, clients, vendors, and centers of influence.
- Expert-level knowledge of Microsoft products and industry-level software

Pay: $65,000.00 - $70,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Health insurance
- On-the-job training
- Parental leave
- Professional development assistance

Experience level:

- 3 years

Shift:

- 8 hour shift
- Day shift

Weekly day range:

- Monday to Friday

Work setting:

- In-person
- Office

Application Question(s):
Ability to Relocate:

- Red Bank, NJ 07701: Relocate before starting work (required)

Work Location: In person