Client Service Coordinator

We are a comprehensive, fee-only financial planning and investment firm located in downtown St. Paul. Our team is committed to providing clients an integrated wealth planning experience with high-touch service, as one trusted advisory firm. We've grown considerably, primarily through word of mouth, and currently manage nearly $1B in assets, with just over 20...

Job DescriptionJob DescriptionWhy is This a Great Opportunity?The Client Service Coordinator role provides a dynamic opportunity to be the cornerstone of client relationships and operational success. Acting as the primary point of contact for clients, you will play a key role in ensuring seamless communication and project management. This position is ideal...

Company Description MONETA is a national independent Registered Investment Advisor (RIA) focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For...

Larson Financial Group is seeking a Client Service Associate - Financial Services in the St. Louis, MO area to manage the client service operations of an Advisor's practice. This position will have direct contact in working with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed...

Company DescriptionMONETA is a national Registered Investment Advisory Firm focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason,...

Position Details Our Sr Client Service Associates assist our Financial Advisors with administrative duties up to and including scheduling of customer appointments, providing customer service, and act as a liaison for the Brokerage Administration department. What You Will Be Doing Providing clerical assistance including filing of customer...

Beauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports our sto Client Service, Specialist, Customer Service, Beauty, Retail

Job Description: JOB SNAPSHOTJob Title: Client Service ManagerLocation: St. LouisEnvironment: In Office & Field ManagementPay Rate: $55,000 Included Benefits/Perks: medical, dental, vision insurance, 401k (company match), generous PTOWho is GardaWorld?GardaWorld is the world’s largest privately-owned security services company. We protect our clients’...

Lutheran Social Service MN is a dynamic social service organization serving children, youth and families, people with disabilities, older adults and military veterans.Trustworthiness is a value and strength shared by our employees and recognized by the communities we serve.We offer an ALIVE Workplace (Supportive, Positive and Fun) and careers that challenge,...

We are seeking a skilled Remote Client Specialist to join our team at Happy Vibes Travel. As a key point of contact, you will be responsible for delivering exceptional client experiences and coordinating various travel services.Job OverviewThis remote position offers the flexibility to work from anywhere while collaborating with a wide range of vendors,...

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not Client Service, Associate, Service, Processing, Branch Manager, Retail, Client

Job OverviewPrecision Wealth Strategies is a rapidly growing boutique wealth management firm seeking a Client Associate to join our team.

About Affinia HealthcareAffinia Healthcare is a healthcare organization dedicated to providing quality medical services to the community.Job SummaryWe are seeking a highly skilled Medical Services Coordinator to join our team. This role will be responsible for coordinating and monitoring the provision of medical services in a professional manner for each...

About the RoleAs a Commercial Servicing Associate at Stifel, you will play a critical role in providing top-notch support for our commercial loan services. Your primary responsibility will be to ensure seamless onboarding and servicing of commercial loans across various lending verticals.This is an excellent opportunity to work with a global wealth...

FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy...

Responsibilities: The Senior Managing Counsel for Client Services (Senior Managing Counsel) position will provide strategic legal advice and lead a team of attorneys providing counsel to Sales and Account staff on a variety of legal matters, including go-to-market strategy for new solutions, modifications or enhancements to existing solutions, client...

St. Patrick Center provides opportunities for self-sufficiency and dignity to people who are homeless or at risk of becoming homeless. Individuals and families build permanent, positive change in their lives through safe and affordable housing, sound mental and physical health, and employment and financial stability. Working collaboratively with...

St. Patrick Center provides opportunities for self-sufficiency and dignity to people who are homeless or at risk of becoming homeless. Individuals and families build permanent, positive change in their lives through safe and affordable housing, sound mental and physical health, and employment and financial stability. Working collaboratively with...

Covenant Technology Partners is a United States-based Microsoft Partner, offering management and technology consulting as well as Managed Services. We specialize in assisting clients through the innovative application of Microsoft technologies. Our team members thrive in an energetic, collaborative, and entrepreneurial environment, engaging in challenging...

Covenant Technology Partners is a United States-based Microsoft Partner, offering management and technology consulting as well as Managed Services. We specialize in assisting clients through the innovative application of Microsoft technologies. Our team members thrive in an energetic, collaborative, and entrepreneurial environment, engaging in challenging...