Client Services Representative
3 weeks ago
This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo). What You Will Do: Act as a liaison between the registered representatives and their clients. Answer phones, schedule appointments, and prepare materials for client meetings. Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients. Prepare and complete client paperwork and follow up tasks to support registered representative. Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met. Organize client events and follow up tasks. Maintain client records and retention management within corporate requirements. Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client’s Quarterly/Annual Reviews). Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients’ expectations for timely service delivery are met. Educate clients on account services, capabilities, and new technology. Complete required corporate training on new technologies and follow implementation guidelines. Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner. Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes. What You Need to Have: High School Diploma or GED Experience in an administrative or customer service role Strong time management skills Excellent written and verbal communication skills Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs What is Nice to Have: Previous experience in assisting Registered Representatives/Financial Advisors Financial services and/or banking background Bachelor’s degree in Finance, Business, Marketing, or Communications Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors Self-starter, productive, works well with a team and independently Professional and positive attitude, friendly demeanor both in-person and by telephone Trustworthy; uses discretion with confidential information Listens well to instruction and consistently retains details #J-18808-Ljbffr
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Client Services Representative
2 months ago
Edina, Minnesota, United States Radius Global Solutions Full timePosition Title: Client Services Representative FLSA Classification: Non-Exempt Bonus Eligible: Not Applicable Reports To: Client Services Manager Approval or Revision Date: March 2018 Summary The Client Services Representative will provide day-to-day support to assigned clients, account managers and internal business units. The position will be responsible...
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Client Services Representative
3 months ago
Edina, United States Radius Global Solutions Full timePosition Title: Client Services Representative FLSA Classification: Non-Exempt Bonus Eligible: Not Applicable Reports To: Client Services Manager Approval or Revision Date: March 2018 Summary The Client Services Representative will provide day-to-day support to assigned clients, account managers and internal business units. The position will be...
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Customer Service Specialist
4 weeks ago
Edina, United States Incentive Services Full time $30,000 - $40,000Job DescriptionJob DescriptionIncentive Services is a growing, dynamic company in Edina, MN that is focused on corporate incentive and recognition solutions. Our mission is to create win-win partnerships with companies across the U.S. and to help them achieve their goals throughout the world. Please visit www.incentiveservices.com to review our approach in...
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Client Support Associate
7 days ago
Edina, Minnesota, United States Incentive Services Full timeJob OverviewIncentive Services is a progressive and innovative organization dedicated to corporate incentive and recognition solutions. Our objective is to foster mutually beneficial partnerships with businesses nationwide, assisting them in achieving their strategic goals. We are currently looking for a Client Support Associate who will play a crucial role...
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Patient Registration Representative
3 weeks ago
Edina, United States Kelly Services, Inc. Full timeStop here for your next great opportunity! Finding a job that fits your lifestyle isn’t always easy. That’s where Kelly® Professional & Industrial comes in. We’re here to help you find something great that works for you—so you won’t miss a moment of what really matters in your life.Kelly is assisting our client in Minneapolis, a large healthcare...
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Patient Service Representative
3 months ago
Edina, United States Retina Consultants of Minnesota Full timeJob DescriptionJob DescriptionWe are seeking an outgoing and patient focused individual to work as a Patient Service Representatives (PSR) at our Edina, MN location.The schedule for this position is Monday - Friday daytime hours (typically between 6:45am and 7:15am start time and between 3:30pm and 4:30pm end time).If you have a passion for providing...
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Customer Service Representative
1 week ago
Edina, Minnesota, United States Jerry's Enterprises Inc. Full timeJob Summary:Jerry's Enterprises Inc. is seeking a highly motivated and customer-focused individual to join our Front End team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and safe store environment.Key...
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Customer Service Representative
2 days ago
Edina, Minnesota, United States Jerry's Enterprises Inc. Full timeJob Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Jerry's Foods Edina. As a key member of our front-end team, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and safe store environment.Key...
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Veterinary Client Service Specialist
2 weeks ago
Edina, Minnesota, United States Lakefield Veterinary Group Full timePosition Overview:Lakefield Veterinary Group is seeking a skilled receptionist to support our veterinary practice. In this role, you will leverage exceptional client service abilities to ensure top-notch care for both patients and their owners. The ideal candidate will be adept with technology, proficient in handling multi-line phone systems, and possess a...
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Veterinary Client Service Specialist
7 days ago
Edina, Minnesota, United States Lakefield Veterinary Group Full timePosition Overview:Lakefield Veterinary Group is seeking a skilled receptionist to enhance our 3-doctor veterinary practice. In this role, you will leverage exceptional client service abilities to ensure the highest standard of care for both patients and their owners. Candidates should possess comfort with technology, proficiency in handling multi-line phone...
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Customer Service Representative
3 weeks ago
Edina, United States Lakefield Veterinary Group Full timeEdina Pet Hospital is looking for an experienced receptionist to join our 3-doctor practice. In this position, you will utilize superior client service skills to their fullest - delivering the highest quality patient and client care. Candidates should be comfortable with computers, competent with multi-line phone systems, and enjoy working with the public....
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Patient Services Representative
3 months ago
Edina, Minnesota, United States i-Health Full timeThe Patient Services Representative is responsible for patient registration and check in as well as patient phone calls.This is a full-time position working M-F from 8:00 am - 4:30 pm out of our Edina location.Haugen OB/GYN is an operating division of Infinite Health Collaborative (i-Health), a group of local medical practices, owned and led by its...
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Customer Service Representative
4 weeks ago
Edina, United States Lakefield Veterinary Group Full timeEdina Pet Hospital is looking for an experienced receptionist to join our 3-doctor practice. In this position you will utilize superior client service skills to their fullest - delivering the highest quality patient and client care. Candidate should be comfortable with computers, competent with multi-line phone systems, and enjoy working with the public....
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Customer Service Representative
3 weeks ago
Edina, United States Edina Pet Hospital Full timeJob DescriptionJob DescriptionEdina Pet Hospital is looking for an experienced receptionist to join our 3-doctor practice. In this position you will utilize superior client service skills to their fullest - delivering the highest quality patient and client care. Candidate should be comfortable with computers, competent with multi-line phone systems, and...
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Customer Care Representative
2 weeks ago
Edina, Minnesota, United States SS&C Technologies Full timeCompany Overview:SS&C Technologies is a leading global provider of investment and financial services and software tailored for the financial services and healthcare sectors. With a presence in over 35 countries and a workforce exceeding 20,000 employees, we are recognized on the Fortune 1000 list for our revenue achievements.Team Introduction:Become a part...
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Healthcare Customer Service Representative
1 week ago
Edina, Minnesota, United States Children's Minnesota Full timeAbout Our OrganizationChildren's Minnesota is a leading pediatric healthcare system in the United States, providing exceptional care to children from birth to young adulthood. As a trusted healthcare provider, we take pride in our commitment to delivering high-quality care and services to our patients and their families.Role OverviewThis role involves...
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Client Relations Supervisor
2 weeks ago
Edina, Minnesota, United States R.F. Moeller Jeweler Full timeClient Service LeadHours: Tuesday through Saturday, 9am-6pmLocation: Edina, RF Moeller JewelerAre you enthusiastic about fine jewelry and dedicated to commemorating significant life events? Become a part of the RF Moeller Jeweler family, where we have been committed to delivering outstanding service to our esteemed clientele in the Twin Cities since 1951. We...
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Client Relations Supervisor
2 weeks ago
Edina, Minnesota, United States R.F. Moeller Jeweler Full timeClient Service LeadHours: Tuesday through Saturday, 9am-6pmLocation: Edina, RF Moeller JewelerAre you enthusiastic about fine jewelry and dedicated to commemorating significant life events? Become a part of the RF Moeller Jeweler family, where we have been committed to delivering outstanding service to our esteemed clientele in the Twin Cities since 1951. We...
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Patient Services Representative
2 days ago
Edina, United States i-Health Inc Full timeDescription The Patient Services Representative is responsible for patient registration and check-in, as well as patient phone calls. This is a full-time position working Monday through Thursday from 8:30 am - 5:00 pm and Friday from 7:30 am - 4:00 pm out of our Burnsville and Edina locations. OBGYN Specialists is an operating division of Infinite Health...
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Patient Services Representative
3 months ago
Edina, United States i-Health Full timeDescription The Patient Services Representative is responsible for patient registration and check in as well as patient phone calls. This is a full-time position working M-F from 8:00 am - 4:30 pm out of our Edina location. Haugen OB/GYN is an operating division of Infinite Health Collaborative (i-Health), a group of local medical practices, owned and led by...