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Client Relations Specialist
5 days ago
Red Bank, New Jersey, United States US Main Full timePosition 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...
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Client Relations Specialist
5 days ago
Red Bank, New Jersey, United States US Main Full timePosition 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...
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Client Relations Specialist
5 days ago
Red Bank, New Jersey, United States US Main Full timePosition 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...
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Comprehensive Client Relations Associate
9 hours ago
Red Bank, New Jersey, United States Immcare Full timePosition: 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...
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Client Relations Specialist
5 days ago
Red Bank, New Jersey, United States US Main Full timePosition 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...
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Client Relations Specialist
6 days ago
Red Bank, New Jersey, United States US Main Full timePosition 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...
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Wealth Management Client Associate
3 months ago
Red Bank, United States Bank of America Full timeJob Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
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Nurse Practitioner
9 hours ago
Red Bank, New Jersey, United States HealthEcareers - Client Full timeAbout the RoleAt HealthEcareers - Client, we're committed to delivering exceptional patient care and advancing the field of healthcare. As a Registered Nurse, you'll play a vital role in our team's success.Key ResponsibilitiesDeliver High-Quality Patient CareUtilize evidence-based research, nursing policies, and standards of care to provide individualized...
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Women's Imaging Registered Nurse
5 hours ago
Red Bank, New Jersey, United States HealthEcareers - Client Full timeAbout Us: At HealthEcareers - Client, we prioritize the well-being of our patients and our team members. Our culture is built on collaboration and connection, ensuring that everyone is supported in their roles.Position Overview: The Registered Nurse in Women's Imaging plays a crucial role in collaborating with the breast health team. This position is...
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Women's Imaging Registered Nurse
3 hours ago
Red Bank, New Jersey, United States HealthEcareers - Client Full timeAbout Us: At HealthEcareers - Client, we prioritize the well-being of our patients and our team members. Our culture is built on collaboration and connection, fostering an environment where everyone can thrive.Position Overview: The Registered Nurse in Women's Imaging plays a crucial role in the breast health team, coordinating various aspects of screening...
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Nurse Practitioner
2 days ago
Red Bank, New Jersey, United States HealthEcareers - Client Full timeAbout the RoleWe are seeking a highly skilled and compassionate Registered Nurse to join our team at Hackensack Meridian Health. As a key member of our healthcare team, you will play a vital role in delivering exceptional patient care and contributing to our mission of transforming healthcare and serving as a leader of positive change.Key...
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Women's Imaging Registered Nurse
5 days ago
Red Bank, New Jersey, United States HealthEcareers - Client Full timeAbout Us: At HealthEcareers, we are dedicated to improving the lives of our patients and fostering a supportive environment for our employees. Our commitment to excellence is reflected in our collaborative culture and competitive benefits.Position Overview: The Registered Nurse in Women's Imaging plays a crucial role in the breast health team, facilitating...
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Investment Operations Associate
20 hours ago
Red Bank, United States Northwestern Mutual Full time*Must be within 45 minutes of Red Bank, New Jersey* Company DescriptionNorthwestern Mutual is a financial services company dedicated to helping families and businesses achieve financial security for over 160 years. With a focus on insurance and investments, we provide a personalized digital experience and leading-edge technology to guide our clients towards...
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Investment Operations Associate
2 days ago
Red Bank, United States Northwestern Mutual Full time*Must be within 45 minutes of Red Bank, New Jersey* Company DescriptionNorthwestern Mutual is a financial services company dedicated to helping families and businesses achieve financial security for over 160 years. With a focus on insurance and investments, we provide a personalized digital experience and leading-edge technology to guide our clients towards...
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Client Advisor- Red Bank
1 month ago
Red Bank, United States Tiffany & Co. Full timeOverview: Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals. Tiffany & Co.'s rich heritage of celebrated artists, historic milestones and magnificent jewelry creates the foundation from which our employees...
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Registered Nurse
3 weeks ago
Red Bank, United States HealthEcareers - Client Full timeOur team members are the heart of what makes us better. At Hackensack MeridianHealth we help our patients live better, healthier lives — and we help one another tosucceed. With a culture rooted in connection and collaboration, our employees areteam members. Here, competitive benefits are just the beginning. It’s also about howwe support one another and...
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Litigation Associate
20 hours ago
Red Bank, United States Trustpoint.One Full timeTrustpoint.One is currently seeking a Complex Commercial Litigation Attorney. Candidates must have 2-6 years of litigation experience and be in Red Bank, NJ as the position is on-site.Our client, a boutique firm, is seeking litigation associates to join its growing team. The associate will collaborate closely with the firm’s attorneys in all stages of...
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Litigation Associate
2 weeks ago
Red Bank, United States Trustpoint.One Full timeTrustpoint.One is currently seeking a Complex Commercial Litigation Attorney. Candidates must have 2-6 years of litigation experience and be in Red Bank, NJ as the position is on-site.Our client, a boutique firm, is seeking litigation associates to join its growing team. The associate will collaborate closely with the firm’s attorneys in all stages of...
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Clinical Territory Associate
3 weeks ago
Red Bank, United States Intuitive Surgical Full timeJob Description*Please note: Candidates must live within or be willing to relocate to the Cherry Hill, NJ Area to perform the duties of this role.Primary Function of Position:The Clinical Territory Associate (CTA) is a 24+ month developmental role that will partner with the NJ team to gain knowledge in all aspects of our business to include technical,...
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Litigation Associate Attorney
5 days ago
Red Bank, New Jersey, United States Jobot Full timeAbout Us:We are a dynamic and expanding mid-sized business law firm with a commitment to excellence and diversity in our practice.Position Overview:We are currently seeking a Litigation Associate Attorney with a minimum of 2 years of experience in litigation to join our esteemed legal team. This position is ideal for a licensed attorney in New Jersey who...
Client Reporting Associate
2 months ago
Now is a great time to join our growing company The Millennium Group (TMG) is an award winning business process outsourcing firm focused on print, mail, document scanning, reception, and related office support services for Fortune 500 companies, professional service firms, and institutions of higher education. TMG is looking for highly motivated, enthusiastic team players interested in a career rather than just a job. With a team of over 1,500 nationwide associates, TMG is seeking an individual who can uniquely contribute to our 30+ years of success in the industry.
The Client Reporting Associate is responsible for a full range of activities that ensure the operational effectiveness and excellence of assigned TMG operations.
We are seeking a tech savvy, creative personality, who is able to create well detailed, vibrant reports for our clients and operations teams. This is a unique opportunity to collaborate with our operations teams.
Our Client Reporting Associate responsibilities include, but are not limited to:
Use of Excel to design data management and reporting tools and assist with initiatives that automate reporting;
Provide support to Operations to create and revise account monthly/quarterly reports and Assist Operations with quarterly/annual business reviews utilizing MS Power Point and Excel.
Create PowerPoint presentations for special projects within the operation; and attention-grabbing graphics.
Maintain quality control, ensuring on-time delivery and report accuracy by the management team
Collaborate with the Management team on new and existing client reporting requirements and requests; Develop a comprehensive knowledge of client data, portfolios and client reporting
Design and document work flows under the direction of Operations Management
Independently produce client and portfolio reporting using MS Excel and PowerPoint; Every client is different
Assist the management team on troubleshooting any data reporting errors.
Source and manipulate data from different sources to provide analysis needed for portfolio and client reporting.
Assist in assigning monthly training for all TMG Associates through corporate VLC and tracking monthly completions
Create/distribute client surveys; monitor and compile results
Other projects, as assigned
Requirements:
Experience in gathering, organizing and reporting various types of information and data;
Client service experience preferred with acute attention to detail;
Problem-solving skills and demonstrated ability to take initiative;
Minimum of 1 to 3 years' experience working within gathering data
Expertise in MS Excel and PowerPoint is required, with advanced Excel skills (VLOOKUP, pivot tables, charts, graphs, conditional formatting, and slicers).
You will be tested on your excel skill.
Bachelor's Degree preferred, or High School diploma
Adept at operating in high-volume, deadline-driven environments and thrive in a corporate/professional and rapidly evolving atmosphere.
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