Client Services Coordinator

JOB INFORMATIONJob Title:Client Services CoordinatorDepartment: Claims ASO Account Management Job Code: XXX Revision Date: 01/01/2022 FLSA Status: Exempt JOB SUMMARYJob Brief: The Client Services Coordinator will be vital member of the ASO Claim department leadership team and report to the Client Services Manager. They will assist the ASO Claims Department...

Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential...

The Client Services Associate, Registered, 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 limited to, word Client Service, Registered, Associate, Financial Advisor, Service, Branch Manager, Retail

Summary The Client Services Associate, Registered, 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 limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s)...

SUMMARY:  The primary responsibilities of this position will be to lead a team of Treasury Management Sales and Operational Support staff, grow deposit services for the Company and generate new business deposits and treasury management services opportunities as a producing manager. Additional responsibilities include developing and implementing strategic...

Description SUMMARY: The primary responsibilities of this position will be to lead a team of Treasury Management Sales and Operational Support staff, grow deposit services for the Company and generate new business deposits and treasury management services opportunities as a producing manager. Additional responsibilities include developing and implementing...

Job DescriptionJob DescriptionWe’re looking for a driven and dedicated real estate administrative assistant to join our growing team. Your job will be to complete and file the appropriate paperwork for transactions, oversee important deadlines and notify clients when necessary, adhere to legal and tax withholding requirements, and coordinate schedules for...

Job DescriptionJob DescriptionWe are hiring skilled individuals to join a veteran crew of traveling field service millwrights. You will be required to travel about 50% of the time and all travel expenses will be covered. There is a $60/day per diem + overtime and yearly bonus.  Job descriptionMain responsibilities: Troubleshooting, installing,...

Description SUMMARY: This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position will advise clients of risks and opportunities associated with investing. This role will typically handle 100-150 clients with a Book of Business...

Job DescriptionJob DescriptionBookkeeping & payroll preparation for several clients.Bookkeeping computer skills using Quickbooks, Creative Solutions Accounting, Peachtree, others.Prepare payroll checks for multiple clients, multiple stores,states & cities.Prepare all payroll tax returns for Federal, states, cities, unemployment & all taxing...

Job DescriptionJob DescriptionDescription:Sharetec is looking for a Customer Success Support Analyst to join our team!At Sharetec, we believe in the talent of our workforce. We have the opportunity to make millions of peoples' lives easier by developing innovative solutions for credit unions and their members to utilize on a daily basis. Not only do our...

Here we grow again! Wipro is seeking individuals who combine excellent problem-solving skills with the ability to function effectively both as part of a team or on an individual basis to bring their talent to our team. Wipro is a leading global IT solutions and services company with over 240,000 dedicated employees serving clients across multiple continents...

Position Type: Student Support Services Date Posted: 5/15/2024 Location: ESC of Eastern Ohio Closing Date: Until Filled District: Mahoning Valley Regional Council of Governments - website Position Title: Career Counselor Location: ESC of Eastern Ohio2024-2025 School Year 209 Days Compensation: Competitive for skill set requirements Qualifications: The...

SUMMARY:This position will work with indirect consumer loan packages to determine credit worthiness and suitability for approval. This position will routinely handle confidential documents and conduct a thorough financial analysis of appropriate client information. ESSENTIAL DUTIES AND RESPONSIBILITIES:Review and underwrite indirect consumer loan...

Description SUMMARY: This position will work with indirect consumer loan packages to determine credit worthiness and suitability for approval. This position will routinely handle confidential documents and conduct a thorough financial analysis of appropriate client information. ESSENTIAL DUTIES AND RESPONSIBILITIES: Review and underwrite indirect consumer...