Client Services Administrator
2 weeks ago
Summary This position provides administrative support to Josiah Parker. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks as assigned. The Client Services Administrator reports to and is employed by Josiah Parker. The Client Services Administrator position is a part-time, 20 hour a week role. Hours will be during standard business hours but are open to exact negotiation on schedule. This position is a 1099 role. Compensation is at $20/hr. Job Description Position Roles/Responsibilities/Accountabilities Handles incoming telephone calls to and responds to requests for information Performs routine administrative duties such as maintaining office supplies and processing mail Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature Supports projects, administration of various programs, and processing functions as needed Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors Update the contact management system with client/member contact and preference information Assist Financial Advisors in the preparation and follow up for the client/member meetings Attend client meetings and take notes Tracks practice expenses and oversees the practice bill paying Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed Participates in the business planning process Completes other miscellaneous tasks as assigned Position Qualifications Previous administrative/secretarial experience desired Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information Basic understanding of our products and services, and Thrivent Financial Competencies Planning/Organizing Customer Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of the team Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations #J-18808-Ljbffr
-
Client Services Coordinator
6 months ago
Minneapolis, United States Community Medical Services Full timeOverview: Community Medical Services (CMS) is hiring a Client Services Coordinator. Under the supervision of the Clinic Manager, the Client Services Coordinator will be the face of the clinic and is responsible for greeting clients and visitors as they come into the clinic in a professional, pleasant, and trauma-informed manner. The Client Services...
-
GCM Client Administrator II
6 months ago
Minneapolis, United States M&T Bank Full timeOverview: Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients.Supports less experienced account relationship managers with limited supervision. May serve as administrator for medium to large (as defined by business) and/or highly complex clients. Serves...
-
Client Services Coordinator
4 weeks ago
Minneapolis, Minnesota, United States Community Medical Services Full timeClient Services CoordinatorCommunity Medical Services is seeking a highly skilled and compassionate Client Services Coordinator to join our team. As the face of our clinic, you will be responsible for providing exceptional customer service to our clients and visitors, ensuring a welcoming and professional environment.Key Responsibilities:Greets and attends...
-
Client Services Coordinator
3 weeks ago
Minneapolis, Minnesota, United States Community Medical Services Full timeClient Services Coordinator Job DescriptionAbout the Role:Community Medical Services is seeking a skilled Client Services Coordinator to join our team. As the face of our clinic, you will be responsible for providing exceptional customer service to clients and visitors, ensuring a welcoming and professional environment.Key Responsibilities:Greet and attend...
-
Administrative Assistant
4 weeks ago
Minneapolis, Minnesota, United States Baker Tilly Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Assistant to provide support services to our Principals and Engagement Teams. The successful candidate will be responsible for a variety of administrative tasks, including research, survey administration, billing, shipping, and management of office supplies.Key...
-
Client Service Associate
3 weeks ago
Minneapolis, Minnesota, United States NFP Full timeAbout the Role:NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement.We are an organization of consultative advisors and problem solvers. We help companies and individuals...
-
Client Services Technician
4 weeks ago
Minneapolis, United States Pace® Analytical Services Full timeAbout UsPace® Analytical ServicesPace® makes the world a safer, healthier place. Committed to advancing the science of businesses, industries, consulting firms, government agencies, and others, Pace® offers local-level service backed by a national laboratory network. Through in-lab and emergency onsite services, Pace® ensures our air, water, soil, and...
-
Human Resources Administrative Assistant
2 days ago
Minneapolis, United States Pinnacle Services Full timeJob Type Part-time Description Human Resources Administrative Assistant Pinnacle Services is seeking a part-time entry level Receptionist/Human Resources Administrative Assistant for our administrative office location in Minneapolis, MN. This position is ideal for someone who is starting out their career journey and is willing to take initiative. The...
-
Senior Client Service Specialist
4 weeks ago
Minneapolis, Minnesota, United States Old National Bank Full timeJob Title: Senior Client Service SpecialistOld National Bank is seeking a highly skilled and experienced Senior Client Service Specialist to join our team. As a key member of our Wealth Advisory group, you will be responsible for providing exceptional client service and support to our High Net Worth (HNW) clients.Key Responsibilities:Provide administrative...
-
Client Services Representative
3 weeks ago
Minneapolis, Minnesota, United States Paladin Technologies Full timeJob DescriptionThe Client Services Representative plays a vital role in managing client tickets for service or repair. This position involves a range of duties, including project coordination to support the National Client Services Department, customers, and colleagues. The successful candidate will be responsible for dispatching technicians, ordering parts,...
-
Administrative Coordinator
4 weeks ago
Minneapolis, Minnesota, United States Ultimate Staffing Services Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Ultimate Staffing Services. The successful candidate will provide administrative support to our staff, ensuring the smooth operation of our office.Key Responsibilities:Perform general office tasks, including filing, scanning, typing, and sorting...
-
Administrative Services Manager
3 weeks ago
Minneapolis, Minnesota, United States Beacon Hill Staffing Group Full timeJob Summary:We are seeking an experienced Administrative Services Manager to join our team at Beacon Hill Staffing Group. This role focuses on providing exceptional support to our attorneys and managing various office functions.Key Responsibilities:Administer billing, collections, and client paymentsMaintain general ledger, accounts receivable/payable, cash...
-
Client Service Liaison
1 month ago
Minneapolis, United States Randstad Digital Full timejob summary:We're seeking a dedicated Client Service Liaison to join our client's dynamic team at their Plymouth, MN based office! In this role, you will manage a wide range of service activities, including small projects, warranty administration, and planned/on-demand maintenance. You'll work closely with customers, vendors, and labor partners, while...
-
Chief Financial and Administrative Officer
3 weeks ago
Minneapolis, Minnesota, United States Agate Housing and Services Full timeJob Title: Chief Financial and Administrative OfficerAgate Housing and Services is seeking a highly skilled and experienced Chief Financial and Administrative Officer to join our team. As a key member of our executive team, you will be responsible for leading our financial management and administrative functions, ensuring the organization's financial...
-
Client Service Manager
4 weeks ago
Minneapolis, Minnesota, United States Gallagher Full timeAbout the Role:We are seeking a highly skilled Client Service Manager to join our team at Gallagher. As a Client Service Manager, you will be responsible for delivering exceptional service to our clients by actively managing client accounts. You will work closely with our sales team to ensure client satisfaction and provide leadership to our Client Service...
-
Client Service Representative
4 weeks ago
Minneapolis, Minnesota, United States Bridgewater Bank Full timeClient Specialist Job DescriptionWe are seeking a highly skilled and customer-focused Client Specialist to join our Deposit Services team in a dynamic and fast-paced environment. In this role, you will serve as the face of the bank, providing exceptional customer service while processing client requests in person, by phone, or email.Key...
-
Client Services Manager
2 weeks ago
Minneapolis, United States Canteen One Full timeClient Services Manager Job Summary The Client Services Manager has direct customer service contact with our clients in support of our vending programs by analyzing business performance and developing and executing new programs. This position assists in operational set-up, expediting day-to-day service problems, preparing Executive Summaries, proformas and...
-
Client Services Manager
4 weeks ago
Minneapolis, Minnesota, United States Canteen One Company Inc Full timeClient Services Manager Job SummaryThe Client Services Manager plays a critical role in supporting our vending programs by providing exceptional customer service and analyzing business performance to drive growth and profitability.This position is responsible for assisting in operational setup, expediting day-to-day service issues, preparing executive...
-
Client Services Manager
2 weeks ago
Minneapolis, United States Canteen One Full timeClient Services ManagerJob SummaryThe Client Services Manager has direct customer service contact with our clients in support of our vending programs by analyzing business performance and developing and executing new programs. This position assists in operational set-up, expediting day-to-day service problems, preparing Executive Summaries, proformas and...
-
Client Service Liaison
3 weeks ago
Minneapolis, Minnesota, United States Floyd's 99 Barbershop Full timeOverview:Floyd's 99 Barbershop is seeking a highly skilled Client Service Coordinator to provide exceptional customer experiences in our shops. This role requires a customer-focused individual who can multitask effectively and provide top-notch support to clients and team members.Responsibilities:Answer shop phones, make reservations, and respond to client...