Client Service Specialist

1 day ago


Auburn Hills, United States Barnett Financial & Tax Inc Full time
Description

Barnett Financial & Tax is a leading financial services firm committed to providing innovative solutions to our clients. This role is vital, ensuring smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects.

This role will require you to manage application submission and account transfer follow-up, incoming client calls, outbound follow-ups, database management, and client appointment preparation.

Responsibilities

•Complete and process new business applications
•Receive incoming client service calls in a friendly, warm manner
•Process follow up on client service work
•Update review database/CRM to reflect account status regarding new business and service
•Maintain an organized, compliant, and efficient filing system
•Follow up on pending business and contact individual clients with updates
•Assist Advisors with pre-appointment requirements
•Prepare, manage, and track the new business pipeline
•Assist Advisors with client support and mailings, educational workshops, and client events as needed
•Act as phone backup to other members of the team
•Maintain current Advisor's licenses and appointments with agencies and companies

Qualifications

•Experience in financial services preferred
•High attention to detail

  • Auburn Hills, Michigan, United States Cayuga County New York Full time

    Cayuga County New York Job OpportunityCayuga County New York is seeking a highly skilled and compassionate Social Services Specialist to join our team. As a Social Services Specialist, you will provide critical support to individuals and families in need, helping them navigate complex social services systems and access essential resources.Key...


  • Vernon Hills, United States Blitt and Gaines P.C Full time

    The client support specialist will work directly with the client manager(s) and support the team on stop light items, reporting, projects and some emails. The CS will monitor and handle daily assigned tasks. This team is to collaborate with the clien Support Specialist, Client Support, Specialist, Support, Manager, Legal, Business Services, Client


  • Beverly Hills, United States CalPrivate Bank Full time

    CalPrivate Bank is an equal opportunity employer, committed to diversity, equity & inclusion. Job Title: Client Services Specialist Department: Operations Reports To: Client Services Manager FLSA Status: Non-Exempt Job Summary: Interviews and determines customers banking needs. Aides in selecting accounts and services best suited for the customers...


  • Auburn Hills, United States TEKsystems Full time

    Job DescriptionJob DescriptionDuration12Duration UnitMonth(s) Req Description Description looking for a desktop technician to facilitate 2 sites in Auburn hills which are their corporate location as well as PDC in Auburn Hills. This person will provide day to day support both in person (2-3 days) and remotely for users. Enterprise Req...


  • Auburn Hills, United States TEKsystems Full time

    Job DescriptionJob DescriptionDuration12Month(s) Req Description Descriptionis looking for a desktop technician to facilitate 2 sites in Auburn hills which are their corporate location as well as PDC in Auburn Hills. This person will provide day to day support both in person (2-3 days) and remotely for users.Bachelors degree requiredEnterprise Req...


  • Beverly Hills, United States CalPrivate Bank Full time

    CalPrivate Bank is an equal opportunity employer, committed to diversity, equity & inclusion.Job Title: Client Services Specialist Department: OperationsReports To: Client Services ManagerFLSA Status: Non-ExemptJob Summary:Interviews and determines customer’s banking needs. Aides in selecting accounts and services best suited for the customer’s...


  • Beverly Hills, United States CalPrivate Bank Full time

    CalPrivate Bank is an equal opportunity employer, committed to diversity, equity & inclusion.Job Title: Client Services Specialist Department: OperationsReports To: Client Services ManagerFLSA Status: Non-ExemptJob Summary:Interviews and determines customer’s banking needs. Aides in selecting accounts and services best suited for the customer’s...


  • Beverly Hills, California, United States CalPrivate Bank Full time

    Job Title: Client Services SpecialistAt CalPrivate Bank, we are seeking a highly skilled and customer-focused Client Services Specialist to join our team.Job Summary:The Client Services Specialist will be responsible for interviewing and determining customers' banking needs, selecting accounts and services that meet their requirements, and accurately opening...

  • Service Specialist

    3 days ago


    Auburn Hills, United States Bass Pro Shops Full time

    Bass Pro Shops - 4500 Baldwin Rd [Maintenance Mechanic] As a Service Specialist at Bass Pro Shops, you'll: Troubleshoot, diagnose and repair all mechanical and electrical problems on respective boat, motors, trailers and ATVs; Install all types of accessory items; Assist customers by answering specific technical questions to help the customer understand the...

  • Client Service Leader

    2 weeks ago


    Beverly Hills, California, United States Mercer Advisors Full time

    Company OverviewMercer Advisors is a leading national fiduciary committed to working in the best interests of its clients. With over 31,200 families served across the U.S., we offer a distinct work environment that attracts top talent and fosters diversity.Job DescriptionThe Client Service Leader plays a crucial role in managing teams and driving growth...

  • Service Specialist

    4 months ago


    Auburn, United States PNC Bank Corp. Full time

    Provides technical support and coordination for the Services management function for a specific client or group of clients. Identifies and investigates service-related problems. Implements or escalates corrections as appropriate. Assists in defining Specialist, Service, Technical Support, Benefits, Retail, Banking, Management, IT


  • Auburn Hills, Michigan, United States w3r Consulting Full time

    Business Systems Integration SpecialistAt w3r Consulting, we are seeking a skilled Business Systems Integration Specialist to facilitate the evaluation of business requirements for business application integration, service activation, and delivering new or modified software systems enhancements. This role involves driving end-to-end production support...


  • Mission Hills, United States Providence Health & Service Full time

    One Revenue Cycle (ORC) is the name adopted to reflect the Providence employees who work throughout Providence Health & Services (PH&S) in revenue cycle systems and structures in support of our ministries and operations in all regions from Alaska to Patient Services, Specialist, Patient, Healthcare, Operations, Technical Support

  • Payroll Specialist

    2 months ago


    Auburn Hills, United States UHY LLP, Certified Public Accountants Full time

    A great UHY client is seeking a Payroll Specialist/HR Generalist to join their team. The ideal candidate will have strong HR experience and compliance experience.The Payroll Specialist/HR Generalist role is an onsite position. This is a client direct hire position.Payroll Specialist/HR Generalist ResponsibilitiesDevelops, recommends, and implements various...


  • Auburn Hills, Michigan, United States Summit Medical Staffing Nursing Full time

    Summit Medical Staffing Nursing is a leading provider of medical staffing services, seeking a skilled Travel Nurse PCU Specialist to join their team.Job Details:Specialty: PCU - Progressive Care UnitDiscipline: RNShift: 12 hours, daysEmployment Type: TravelAbout Summit Medical Staffing Nursing:Summit Medical Staffing was founded in 2014 and is based in the...


  • Farmington Hills, Michigan, United States Fidelity Investments Full time

    At Fidelity Investments, we're dedicated to helping our clients achieve their financial goals. As a Financial Services Specialist, you'll play a vital role in delivering exceptional service and expertise to our mass affluent clients.Company Overview:Fidelity Investments is a leading financial services firm with a relentless commitment to our clients. We're a...


  • Vernon Hills, United States Banfield Full time

    Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets...


  • Vernon Hills, United States Banfield Full time

    SUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...


  • Fairless Hills, United States Banfield Full time

    The Client Service Representative ("CSR") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner,...


  • Auburn Hills, Michigan, United States Carr Riggs and Ingram Full time

    Carr Riggs and Ingram is a dynamic accounting firm that empowers professionals to pursue their passions and integrate their careers with their personal lives. We invite you to explore our opportunities and reinvent your career path with us.Company Overview:As a leading accounting firm, CRI unites your professional passions with your individual personal...