Client Service Coordinator
4 weeks ago
We are seeking a highly skilled and organized Client Service Administrator to join our team at REAP Financial Group, LLC in Austin, TX. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and supporting the growth of our business.
Key Responsibilities:- Manage client service requests, including beneficiary changes, withdrawals, and database management
- Provide exceptional client service, including responding to client inquiries and resolving issues in a timely manner
- Prepare client review summaries and update client account information
- Assist with client appointments, including preparing the advisor for review meetings and delivering issued accounts
- Manage new business applications, including processing and following up on pending business
- 3+ years of experience in a financial or insurance industry, preferably in a fast-paced office environment
- Strong organizational skills, attention to detail, and excellent communication skills
- Experience with MacOS and CRM software, with the ability to learn new software quickly
- Texas Life Insurance License or Series 65 preferred
- Competitive salary range of $45,000 - $60,000/year based on experience
- 100% paid health, dental, and vision insurance
- PTO, unlimited flex time, and maternity/paternity leave
- 401(k) with generous matching and profit sharing after 1 year
- Hybrid-remote work from home and summer Fridays
- Participation in sales incentive bonuses and qualification for company trips
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Client Service Coordinator
3 weeks ago
Austin, Texas, United States Advisor Employee Services Full timeJob Title: Client Service AdministratorJob Summary:We are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Advisor Employee Services. The ideal candidate will have a strong background in client service and be able to work effectively in a fast-paced environment.Key Responsibilities:• Receive and respond to...
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Client Service Coordinator
3 weeks ago
Austin, Texas, United States REAP Financial Full time**Job Summary**We are seeking a highly skilled Client Service Administrator to join our team at REAP Financial Group, LLC in Austin, TX. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and supporting our financial advisors.Key Responsibilities:Service existing client base with all...
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Client Service Representative
3 weeks ago
Austin, Texas, United States Corporation Service Company Full timeAbout the RoleWe are seeking a highly skilled Client Service Representative to join our team. As a Client Service Representative, you will be responsible for delivering exceptional service to our clients, providing solutions to their business needs, and building strong relationships with our internal teams.Key ResponsibilitiesBuild relationships with clients...
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Client Services Support Coordinator
3 weeks ago
Austin, Texas, United States RPM Living Full timeJob Summary:RPM Living is seeking a highly skilled Client Services Support Coordinator to join our team. As a key member of our corporate operations and marketing team, you will play a critical role in developing and executing strategies to drive new business opportunities.Key Responsibilities:Provide general support to the Client Services Sales team to...
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Client Service Representative
4 weeks ago
Austin, Texas, United States Corporation Service Company Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Service Representative to join our team. As a key member of our Annual Reports Preparation & File team, you will be responsible for providing exceptional service to our clients and internal teams.Key ResponsibilitiesBuild strong relationships with clients to understand their unique...
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Client Services Manager
3 weeks ago
Austin, Texas, United States Talentcare Full timeJob OverviewTalentcare is seeking a highly organized and detail-oriented Client Services Manager to join our team. As the primary point of contact for enterprise inquiries and requests, you will be responsible for ensuring prompt responses and efficient resolution. Your passion for client success and ability to foster a positive client experience will make...
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Client Service Liaison
3 weeks ago
Austin, Texas, United States Banfield Full timeKey Responsibilities:• Drive the flow of clients and pets through the hospital, maximizing the productivity of the veterinary medical team.Key Skills:• Excellent communication and interpersonal skills.• Ability to work in a fast-paced environment and prioritize tasks effectively.About Banfield:At Banfield, we're passionate about delivering exceptional...
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Client Service Associate
4 weeks ago
Austin, Texas, United States HUB International Full timeJob Title: Client Service AssociateThe Client Service Associate plays a vital role in delivering exceptional client service and support to our clients at HUB International. This position is responsible for building and maintaining strong relationships with clients, ensuring their needs are met, and providing proactive solutions to exceed their...
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Service Coordinator
4 weeks ago
Austin, Texas, United States LeafHouse Full timeJob OverviewLeafHouse is seeking a highly organized and detail-oriented Service Coordinator to join our team. As a key member of our operations team, you will play a critical role in ensuring the smooth delivery of our investment management services to our clients.Key Responsibilities:Coordinate with clients and their retirement plan providers to facilitate...
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Client Service Associate
3 weeks ago
Austin, Texas, United States Cerity Partners Full timeJob DetailsLevelExperiencedJob LocationAustin Office - Austin, TXPosition TypeFull TimeEducation Level4 Year DegreeSalary Range$70,000.00 - $90,000.00 SalaryJob CategoryCustomer ServiceCerity Partners OCIO seeks a talented candidate for a Client Service Associate role. This individual will work closely with the OCIO team to support endowment and foundation...
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Sales and Service Coordinator
4 weeks ago
Austin, Texas, United States Sephora Full timeJob Summary:As a Sales and Service Coordinator at Sephora, you will play a vital role in delivering an exceptional shopping experience for every client. You will support all aspects of sales and service initiatives, including paid services, events, classes, loyalty programs, cash handling, and training in your store.Key Responsibilities:Supporting Sales and...
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Service Desk Coordinator
4 weeks ago
Austin, Texas, United States INSPYR Solutions Full timeJob Title: Service Desk Coordinator Are you a customer-focused professional with a passion for delivering exceptional service? Do you have experience in a technical industry, with a strong understanding of customer service, dispatching, and incident/break-fix support? If so, we have an exciting opportunity for you to join our team as a Service Desk...
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Service Desk Coordinator
4 weeks ago
Austin, Texas, United States INSPYR Solutions Full timeJob Title: Service Desk CoordinatorJoin INSPYR Solutions, a national expert in delivering flexible technology and talent solutions, as a Service Desk Coordinator. In this role, you will be responsible for dispatching and closing all assigned cases, communicating with customers, and tracking and reconciling cases within designated guidelines and deadlines.Key...
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Service Desk Coordinator
4 weeks ago
Austin, Texas, United States INSPYR Solutions Full timeJob Title: Service Desk Coordinator **Job Summary:** We are seeking a highly skilled Service Desk Coordinator to join our team at INSPYR Solutions. As a key member of our support team, you will be responsible for providing exceptional technical support to our clients. **Key Responsibilities:** * Provide timely and effective technical support to clients...
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Retail Sales and Service Coordinator
3 weeks ago
Austin, Texas, United States Sephora Full timeSales and Service Coordinator Job DescriptionAt Sephora, we're committed to providing an exceptional shopping experience for every client. As a Sales and Service Coordinator, you'll play a key role in supporting all aspects of sales and service initiatives.Key Responsibilities:Supporting Sales and Service Initiatives: Ensure an exceptional shopping...
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Client Services Director
4 weeks ago
Austin, Texas, United States Unreal Gigs Full timeJob DescriptionAt Unreal Gigs, we're seeking a seasoned Client Services Director to lead our client service efforts and drive business growth. As a strategic leader, you'll oversee client relationships, manage service delivery, and lead a team to ensure exceptional client experiences.Key Responsibilities:Client Relationship Management:Develop and maintain...
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Client Services Coordinator
4 weeks ago
Austin, Texas, United States Ambient AI Full timeAmbient AI Implementation SpecialistWe are seeking a highly skilled Ambient AI Implementation Specialist to join our team. As an Implementation Specialist, you will be responsible for ensuring a seamless onboarding experience for our customers, from setup to launch. Your expertise in project management and customer success will be instrumental in driving...
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Client Services Director
3 weeks ago
Austin, Texas, United States Unreal Gigs Full timeJob Title: Client Services DirectorUnreal Gigs is seeking a seasoned Client Services Director to lead our client service efforts, grow relationships, and deliver outstanding results that drive customer satisfaction and business growth.Key Responsibilities:Client Relationship Management: Lead and maintain strong relationships with key clients, acting as their...
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Client Services Representative
4 weeks ago
Austin, Texas, United States Greenberg Grant and Richards Inc Full timeUnlock Your Earning Potential with Greenberg, Grant & Richards, Inc.Are you a highly motivated and results-driven individual looking to take your career to the next level? Do you have a passion for sales and client relations? We are seeking a talented Client Services Representative to join our team at Greenberg, Grant & Richards, Inc.About the RoleAs a...
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Client Service Liaison
4 weeks ago
Austin, Texas, United States Randstad Full timeClient Service RepresentativeRandstad is seeking a skilled Client Service Representative to join their team. As a key member of the team, you will be responsible for communicating with clients to set up orders, handling incoming phone calls regarding orders and customer service issues, and making entries in the internal database system. You will also be...