Insurance Client Support Associate

Summary This position provides insurance licensed administrative support to Legacy West Financial Consultants. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their customer accounts and insurance needs and supports the daily operations of the practice, including, but...

Job SummaryThis role provides administrative support to Legacy West Financial Consultants, handling inquiries, and communicating with clients regarding their insurance needs. The Insurance Support Associate serves as a resource to Financial Advisors and clients, supporting the daily operations of the practice, including answering phones, meeting clients,...

Summary This position provides administrative support to Legacy West Financial Consultants. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and...

Job SummaryThis role provides critical administrative support to our Financial Consultants at Thrivent Financial. The ideal candidate will possess a friendly and upbeat demeanor, with excellent communication and interpersonal skills. The incumbent will be responsible for handling daily operations, including answering phones, meeting/greeting clients, and...

Summary This position provides administrative support to Legacy West Financial Consultants. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and...

Job SummaryThis role provides critical administrative support to Thrivent Financial Consultants, ensuring a seamless member experience. The ideal candidate will possess a friendly demeanor, strong technical skills, and the ability to handle multiple tasks with precision.Key ResponsibilitiesPosition Roles/Responsibilities/AccountabilitiesRespond to incoming...

Pathstone Associate Program: A Client Advisory CareerPath! Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm. As part of this program, Associates will develop the skills and experience to work with some of the most complicated and sophisticated families in the wealth management industry. The program combines...

About this role:Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .In this role you will:Assist Profit Formula Financial Advisor(s) colleagues with service and operational related activities such as providing service to...

Job Title: Mailroom Associate Reports To: The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail,...

Unlock Your Earning PotentialAt Comparion Insurance Agency, a Liberty Mutual company, we're looking for a highly driven and performing salesperson to join our team in our NW Washington office. As a Sales Agent, you'll have the flexibility to develop a lucrative career by providing customers with the best insurance solutions to meet their needs from top...

Unlock Your Earning PotentialAt Comparion Insurance Agency, a Liberty Mutual company, we're looking for a highly driven and performing salesperson to join our team in our NW Washington office. As a Sales Agent, you'll have the flexibility to develop a lucrative career by providing customers with the best insurance solutions to meet their needs from top...

Job DescriptionColdstream Capital Management is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a crucial role in ensuring that our clients receive outstanding service and support.Key Responsibilities:Exceptional Service: Anticipate client needs, address concerns, and...

Job Title: Mailroom AssociateReports To: The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail,...

Pathstone Associate Program: A Client Advisory Career PathPathstone has created an Associate Program to be an entry point to a career in Advisory at our firm. As part of this program, Associates will develop the skills and experience to work with some of the most complicated and sophisticated families in the wealth management industry.Job Description:Assist...

Job SummaryWe are seeking a highly skilled Client Service Associate to join our team at GPAC. As a key member of our client-facing team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Manage client relationships and communications, providing timely and professional...

Job Description Are you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services! As a Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our clients receive...

Position Description Title: Client Service Associate Reports to: COO Benefits: Yes Status: Full-time (Exempt) Date: Fall 2024 Job Summary Tschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients,...

Position Description Title: Client Service AssociateReports to: COOBenefits: YesStatus: Full-time (Exempt)Date: Fall 2024Job SummaryTschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients, this...

Position Description Title: Client Service AssociateReports to: COOBenefits: YesStatus: Full-time (Exempt)Date: Fall 2024Job SummaryTschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients, this...

Job Title: Client Service AssociateJob Summary:We are seeking a skilled Client Service Associate to manage client accounts and relationships, ensuring seamless communication and service delivery. As a key member of our team, you will play a critical role in building and maintaining strong client relationships, providing exceptional service, and driving...