Client Service Representative
6 days ago
We are seeking a highly skilled Client Service Associate to join our team at Kestra Financial Independent Advisor. The ideal candidate will have a strong background in customer service, financial operations, and administrative support.
Key Responsibilities- Provide exceptional client service and support to financial advisors and clients, including scheduling appointments, responding to inquiries, and resolving issues.
- Manage and maintain accurate client information, including contact details, account data, and correspondence.
- Process and submit account paperwork, requests, and transactions in a timely and efficient manner.
- Assist with client meeting preparation, including assembling necessary documents, generating reports, and scheduling appointments.
- Develop and maintain strong relationships with clients, financial advisors, and internal partners to ensure seamless communication and collaboration.
- 2+ years of experience in the financial services industry, with a strong understanding of broker/dealer operations and financial services products.
- Advanced computer skills, including proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and CRM software.
- Excellent communication, organizational, and time management skills, with the ability to work independently and manage multiple tasks simultaneously.
- Bachelor's degree in a business-related field, or equivalent experience.
- Series 7 and 65/66 licenses, or ability to obtain.
-
Client Service Representative
3 months ago
Columbus, United States Medvetforpets Full time** Client Service Representative** Client Services Worthington, Ohio **Description** MedVet is a fast-growing Emergency and Specialty provider with practices nationwide. We help our patients receive advanced medical treatments and innovations. Things like chemotherapy and radiation, cardiac ablations, treatments for glaucoma, physical rehabilitation,...
-
Client Service Representative
2 weeks ago
Columbus, Ohio, United States Veterans Sourcing Group LLC Full timePosition Title: Client Service RepresentativeCompensation: $19.17 Per HourWork Environment: Onsite Role in Columbus, OHRole Overview: The Client Service Representative is responsible for managing incoming calls related to various service inquiries on Brokerage accounts. This role requires responding with a high level of precision and efficiency while...
-
Senior Analyst, Client Service
3 weeks ago
Columbus, United States Nationwide Private Client Full timeAre you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for...
-
Client Services Representative II
2 weeks ago
Columbus, Ohio, United States IMPACT Community Action Full timeCustomer Service Representative IIOverview: This role is designed for an individual who is passionate about providing exceptional customer service and support. As a Customer Service Representative II, you will play a crucial role in assisting clients and ensuring their needs are met effectively.Key Responsibilities:Act as a team leader for fellow...
-
Client Service Representative
3 weeks ago
Columbus, United States VCA Animal Hospitals Full timeWe are seeking a part time, experienced, Client Service Representative to join our busy 7 doctor team. We are in the process of renovating our facility that will feature 10 exam rooms, 2 surgical suites, and new CT imaging services, and a state of the art physical therapy department. We offer superior employee benefits, HUGE personal pet discount of up to 4...
-
Client Services Representative
4 days ago
Columbus, United States Event Horizon Dynamics Full timeWe are seeking enthusiastic and dedicated individuals for an entry-level Client Services Representative position. Join our dynamic team and start making an impact today!What We Offer:Immediate Hiring: Begin your career right away!Entry-Level Role: No prior experience necessary-comprehensive training provided.Career Growth: Opportunities for advancement based...
-
Client Engagement Representative
2 weeks ago
Columbus, Ohio, United States KEMBA Financial Credit Union Full timeJob OverviewPosition: Client Engagement RepresentativeReports to: Client Service ManagerStatus: Full-TimeRole SummaryThe Client Engagement Representative is essential in delivering outstanding service to clients across multiple platforms while ensuring adherence to organizational policies. This role involves suggesting customized financial solutions to cater...
-
Client Service Representative
6 days ago
Columbus, Ohio, United States Trillium Staffing Full time**About the Role**We are seeking a highly motivated and customer-focused Client Service Representative to join our team as an Appointment Setter. In this role, you will be responsible for making outbound calls to potential clients to set up appointments for our services.Key Responsibilities:Make outbound calls to companies from a provided list of contacts to...
-
Client Service Representative
1 day ago
Columbus, Ohio, United States Hylant Full timeAbout the RoleThe Client Service Specialist is a key member of our team, responsible for developing and maintaining strong relationships with our clients. This role requires a high level of customer service, attention to detail, and effective communication skills.Key ResponsibilitiesClient Service: Provide exceptional customer service to clients, responding...
-
Veterinary Client Service Representative
2 weeks ago
Columbus, United States MedVet Full timeDescriptionMedVet is a fast-growing Emergency and Specialty provider with practices nationwide. We help our patients receive advanced medical treatments and innovations. Things like chemotherapy and radiation, cardiac ablations, treatments for glaucoma, physical rehabilitation, dermatology and so much more! We are looking for collaborative and driven people...
-
Client Services Representative
2 weeks ago
Columbus, Ohio, United States Janna Bidlack - State Farm Agent Full timePosition OverviewAre you a personable individual with a passion for assisting clients? If you thrive in a customer-centric environment, consider a role with Janna Bidlack - State Farm Agent. Our agency specializes in marketing exclusive State Farm insurance and financial service offerings.Key ResponsibilitiesBuild and maintain strong customer relationships,...
-
Veterinary Client Service Representative
2 weeks ago
Columbus, United States MedVet Full timeDescription MedVet is a fast-growing Emergency and Specialty provider with practices nationwide. We help our patients receive advanced medical treatments and innovations. Things like chemotherapy and radiation, cardiac ablations, treatments for glaucoma, physical rehabilitation, dermatology and so much more! We are looking for collaborative and driven people...
-
Veterinary Client Service Representative
1 week ago
Columbus, United States MedVet Full timeDescription MedVet is a fast-growing Emergency and Specialty provider with practices nationwide. We help our patients receive advanced medical treatments and innovations. Things like chemotherapy and radiation, cardiac ablations, treatments for glaucoma, physical rehabilitation, dermatology and so much more! We are looking for collaborative and driven people...
-
Customer Service Representative
1 day ago
Troy, Ohio, United States Hobart Service Full timeJob SummaryHobart Service is seeking a highly skilled and detail-oriented Customer Service Representative to join our team. As a key member of our customer support team, you will be responsible for ensuring timely and accurate execution of programs, repairs, and pricing for key account customers.Key Responsibilities:Serve as a single source contact for key...
-
Client Relations Representative
3 months ago
Columbus, United States Hamilton Capital Full timeJob DescriptionJob Description___________________________________________________________________________________Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen_________________________________________________________________________________________________________________________At Hamilton Capital, culture is the cornerstone of...
-
Client Service Representative
3 days ago
Cuyahoga Falls, Ohio, United States Rose Pest Solutions Full timeAbout the RoleRose Pest Solutions is seeking a highly skilled and detail-oriented Client Service Representative to join our team. As a key member of our Service Center, you will play a vital role in providing exceptional customer service to internal and external clients.Key ResponsibilitiesSchedule service requests and log current and new client callsEnsure...
-
Client Service Representative
3 weeks ago
Columbus, United States Heartland Veterinary Partners LLC Full timeAbout Grove City Veterinary Hospital THE Grove City Veterinary Hospital has been serving the pets of Grove City, Ohio, and surrounding areas since 1975! In 2005, Dr. Andrea Mayberry purchased the hospital and since then, our team has grown to include two full-time veterinarians and a well-trained staff of veterinary nurses, assistants, and...
-
Client Service Representative
3 weeks ago
Columbus, United States Heartland Veterinary Partners LLC Full timeAbout ?????Grove City Veterinary Hospital THE Grove City Veterinary Hospital has been serving the pets of Grove City, Ohio, and surrounding areas since 1975! In 2005, Dr. Andrea Mayberry purchased the hospital and since then, our team has grown to include two full-time veterinarians and a well-trained staff of veterinary nurses, assistants, and customer...
-
Customer Service Representative
1 day ago
Columbus, Ohio, United States Pilot Freight Service Full time**Job Summary**Pilot Freight Service is seeking a highly skilled and detail-oriented Customer Service Representative to join our team at our Groveport, OH location.**Key Responsibilities:**• Provide exceptional customer service to internal and external customers, ensuring timely and accurate communication.• Offer rate quotes on shipments and track...
-
Customer Service Representative
4 days ago
Columbus, Ohio, United States Pilot Freight Service Full time**Job Summary**Pilot Freight Service is seeking a highly skilled and detail-oriented Customer Service Representative to join our team in Groveport, OH.**Key Responsibilities:**• Provide exceptional customer service to internal and external stakeholders, ensuring timely and accurate communication.• Offer rate quotes on shipments and track progress to...