Client Support Associate

At Simplex, we are seeking a highly skilled Client Service Associate to support our client base. This hybrid position involves working 3 days in the office and 2 days from home, with an initial 90-day training period where you will work 5 days a week on-site.Our clients trust us to manage their financial planning, retirement, tax planning, estate planning,...

Job Description Job Title: Client Support Specialist Department: Client Services Location: Bloomington, IN (Hybrid but must be local to come onsite) Position Type: Full-time, 40 hours/week, exempt General Description including Skills and Physical Activity Requirements: Client Support Specialist: •Utilize Singota systems (e.g. Client Relationship...

Job Description Job Title: Client Support Specialist Department: Client Services Location: Bloomington, IN (Hybrid but must be local to come onsite) Position Type: Full-time, 40 hours/week, exempt General Description including Skills and Physical Activity Requirements: Client Support Specialist: •Utilize Singota systems (e.g. Client Relationship...

Job Description Job Title: Client Support Specialist Department: Client Services Location: Bloomington, IN (Onsite) Position Type: Full-time, 40 hours/week, exempt General Description including Skills and Physical Activity Requirements: Client Support Specialist: •Utilize Singota systems (e.g. Client Relationship Management, Enterprise Resource Management,...

Join Our TeamCedar Cove Wealth Partners is committed to shaping a world where everyone has access to financial peace of mind. We're seeking a dedicated Client Experience Associate to join our team and help us deliver exceptional client experiences.The estimated annual salary for this role is $40,000 - $46,000, based on industry standards and location. As a...

About the CompanyJTB International Inc. provides financial planning and wealth management services to clients globally.We value our team members' diverse talents and are seeking a Client Service Associate who shares our commitment to integrity, objectivity, and perspective.As a member of our team, you will have opportunities for professional development and...

Job DescriptionJTB INTERNATIONAL INC is a leading provider of financial planning and wealth management services. We are seeking a highly motivated Client Experience Associate to join our team and contribute to our mission of delivering exceptional results.The ideal candidate will possess a strong understanding of investment management and financial planning...

Key Skills and QualificationsTo succeed as a Financial Client Associate, you will require proficiency in Microsoft Office, experience in client servicing and operations at a financial firm, and prior experience working with portfolio management software.We offer competitive compensation based on experience, including a salary of $55,000 - $65,000 per annum,...

Job Title: Client Support SpecialistWe are seeking a highly organized and detail-oriented Client Support Specialist to join our team at Cedar Cove Wealth Partners. This is a part-time position that requires work on Mondays, Tuesdays, and one additional weekday.The successful candidate will provide administrative support to our clients and team members,...

Job TitleClient Services Associate ProfessionalWe are seeking a highly skilled Client Services Associate Professional to join our team at MV Financial Group, MV Capital Management Inc. The ideal candidate will have excellent communication and problem-solving skills, with the ability to work effectively in a fast-paced environment.

About the PositionThis is a part-time, in-person Client Coordinator role providing administrative support to clients and team members at Cedar Cove Wealth Partners. The ideal candidate will have excellent communication skills and be able to multitask effectively.Key ResponsibilitiesOffice Reception: Greet clients, answer phone calls, manage mail, and...

About the RoleAt Developmental Services, Inc. - Bloomington, we are seeking a dedicated Client Support Specialist to join our team.

Job SummaryMV Financial Group and MV Capital Management Inc. are seeking a dedicated Portfolio Support Associate to support our daily operations.This is a salaried position with an estimated annual salary of $60,000-$80,000 based on experience.Key ResponsibilitiesPrimary point of contact for clients regarding service requests and inquiriesCoordinating and...

Job SummaryWe are seeking a highly skilled and compassionate Funeral Support Associate to join our team. In this role, you will provide exceptional customer service to client families, ensuring that their needs are met with empathy and professionalism.

Career OverviewWe are seeking a highly skilled and compassionate Funeral Service Representative to join our team at Service Corporation International. As a member of our team, you will have the opportunity to make a meaningful difference in the lives of client families, while developing your skills and expertise in a fast-paced and rewarding environment.Key...

About the RoleWe are seeking a highly organized and detail-oriented Client Service Associate to support our Financial Advisors in delivering exceptional client service.Responsibilities include managing calendars, scheduling meetings, and preparing client documents.This is an excellent opportunity to develop your skills and expertise in the financial services...

Job ResponsibilitiesThe ideal candidate will possess strong analytical and communication skills, with a proven ability to work effectively in a fast-paced environment. Key responsibilities include:* Interfacing directly with clients to complete service requests* Assisting with operational procedures, including reporting and cash management within client...

About the RoleSimplify your career search with this exciting opportunity as a Senior Wealth Management Team Leader at Simplex!We're looking for a seasoned professional with extensive experience in the wealth management industry. As a key member of our team, you'll be responsible for leading and managing client services teams, developing operational...

Catering Assistants play a vital role in Wildfire - Tysons' success, supporting the Catering Sales Manager in acquiring, maintaining, and servicing catering customers.About the JobThe Event Support Associate is responsible for assisting with special events and catering orders, ensuring the overall guest experience exceeds expectations. This includes greeting...

Job OverviewAt Prime Healthcare, we are committed to delivering exceptional patient care. As a Medical Support Associate in our team, you will play a vital role in supporting our nurses and ensuring the best possible outcomes for our patients.We are a 32-bed community hospital located in Bloomington, Indiana. Our dedication to quality, compassion, and...