Client Service Associate
1 day ago
Savvy Talent is seeking a highly organized and proactive Client Service Associate/Administrative Assistant to support one financial advisor remotely. This is a part-time, contract position requiring a strong knowledge of the Redtail CRM system and familiarity with the LPL Financial network.
Key Responsibilities- Redtail CRM Administration: Create and maintain workflows, activity templates, email templates, and automations. Ensure calendar tasks and activities are up to date, with nothing falling behind. Regular workflow and data maintenance, including reviewing and optimizing existing processes. Manage contact accuracy and send out blast emails.
- Client Services: Handle client scheduling during surge months. Provide follow-up communications with clients and team members. Answer client calls and assist with their inquiries. Process payments through AdvicePay and manage MyRepChat interaction. Oversee account administration, including account openings.
- Compliance: Submit, follow up, and gain approval for marketing and other materials. Ensure compliance by maintaining monthly correspondence and managing CRS forms. Keep ADV documents up to date for inclusion in new client packets.
- Administrative Support: Manage calendar and appointment scheduling effectively. Organize and participate in team calls, one-on-one meetings, and client calls. Assist with email campaigns. Track and report on marketing campaign performance. Manage LinkedIn activities, including posts and invitations.
- Must be part of the LPL Financial network & have used the ClientWorks platform.
- 2+ years of experience in a similar role.
- Proficiency in Redtail CRM is required.
- Strong organizational skills and ability to manage multiple tasks simultaneously.
- Experience in client service, compliance, and administrative support.
- Familiarity with financial services industry terminology and practices.
- Ability to work independently and communicate effectively with team members and clients.
-
Client Service Associate
4 days ago
Bloomfield Hills, Michigan, United States Savvy Talent Full timeJob Title: Client Service Associate/Administrative AssistantWe are seeking a highly organized and proactive Client Service Associate/Administrative Assistant to support one financial advisor remotely. This is a part-time, contract position requiring a strong knowledge of the Redtail CRM system and familiarity with the LPL Financial network.Key...
-
Client Service Associate
2 days ago
Bloomfield Hills, Michigan, United States Savvy Talent Full timeJob OpportunitySavvy Talent is seeking a highly organized and proactive Client Service Associate/Administrative Assistant to support one financial advisor remotely. This is a part-time, contract position requiring a strong knowledge of the Redtail CRM system and familiarity with the LPL Financial network.Key Responsibilities:Redtail CRM Administration:Create...
-
Senior Client Service Manager
2 weeks ago
Bloomfield Hills, Michigan, United States GBS - Global Full timeAbout the RoleWe are seeking a highly skilled Senior Client Service Manager to join our team at GBS - Global. As a key member of our client service team, you will be responsible for delivering exceptional service to our clients by actively managing client accounts, participating in branch initiatives, and leveraging your leadership skills to guide our Client...
-
Client Services Representative
4 weeks ago
Auburn Hills, Michigan, United States Customer Service Full timeJob OverviewAs a Client Services Representative, you will play a vital role in ensuring customer satisfaction and operational efficiency within our organization.Key Responsibilities:Inputting and managing data accuratelyOrganizing and categorizing loan documentationRequesting income verificationsConfirming Social Security NumbersIndexing loan conditions...
-
Wealth Management Client Support Associate
4 weeks ago
Bloomfield Hills, Michigan, United States Bank of America Full timeJob Overview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We embrace Responsible Growth, which shapes our operations and commitment to our clients, employees, communities, and shareholders.We prioritize creating an inclusive and diverse workplace, investing in our employees and their families with...
-
Client Relationship Manager
2 weeks ago
Bloomfield Hills, Michigan, United States Oswald Companies Full timeAbout the Role:Oswald Companies is seeking a highly skilled and experienced Client Manager to join our team. As a Client Manager, you will be responsible for providing exceptional client service and management of client relationships.Key Responsibilities:Manage client service cycle, monitor time frames and meet renewal deadlines.Participate in annual meeting...
-
Client Relations Specialist
4 weeks ago
Bloomfield Hills, Michigan, United States WalkerHealthcare Full timeJob OverviewWalker Healthforce stands as a leader in the healthcare consulting sector, renowned for our commitment to performance, precision, and integrity. As a certified WMBE, we deliver comprehensive healthcare IT and clinical solutions to hospitals, health systems, and payer organizations, including Fortune 100 companies across the nation.We are...
-
Client Relations Specialist
4 weeks ago
Bloomfield Hills, Michigan, United States WalkerHealthcare Full timeJob OverviewWalker Healthforce stands as a leader in the healthcare consulting sector, recognized for our commitment to performance, precision, and integrity. As a certified WMBE, we deliver comprehensive healthcare IT and clinical solutions to hospitals, health systems, and payer organizations, including prominent Fortune 100 companies across the nation.We...
-
Client Relationship Manager
2 weeks ago
Bloomfield Hills, Michigan, United States Austin Benefits Group Full timeJob OverviewAustin Benefits Group is a leading employee benefits firm that provides benefit solutions to both private and publicly traded companies.We provide our clients with a highly responsive team to deliver unmatched service, education, and smart benefit solutions.The Client Relationship Manager is responsible for building and maintaining strong...
-
Senior Client Manager
7 days ago
Bloomfield Hills, Michigan, United States Oswald Companies Full timeJob SummaryOswald Companies is seeking a highly skilled and experienced Senior Client Manager to join our team. As a key member of our client service team, you will be responsible for providing exceptional support to our clients, identifying and implementing cost-effective solutions to meet their risk management needs.Key ResponsibilitiesDevelop and maintain...
-
Client Experience Coordinator
3 weeks ago
Bloomfield Hills, Michigan, United States VO Spa One LLC Full timeElevate Client Satisfaction V/O Spa One LLC is seeking a dynamic individual to enhance our client interactions. If you possess a passion for aesthetics and a vibrant personality, the role of Client Experience Coordinator at V/O is ideal for you. The Client Experience Coordinator plays a crucial role in guaranteeing that each client enjoys a remarkable...
-
Client Experience Coordinator
3 weeks ago
Bloomfield Hills, Michigan, United States VO Spa One LLC Full timeEnhance Client Satisfaction and Well-Being V/O Spa One LLC is seeking a dedicated individual to elevate our client interactions. If you possess a passion for aesthetics and a vibrant personality, the role of Client Experience Coordinator at V/O is ideal for you. The Client Experience Coordinator plays a crucial role in guaranteeing that each client enjoys a...
-
Senior Client Manager
1 week ago
Bloomfield Hills, Michigan, United States Oswald Companies Full timeJob SummaryOswald Companies is seeking a highly skilled and experienced Senior Client Manager to join our team. As a key member of our client service team, you will be responsible for providing exceptional support to our clients, identifying and implementing cost-effective solutions to meet their risk management needs.Key ResponsibilitiesDevelop and maintain...
-
Client Relationship Manager
4 weeks ago
Bloomfield Hills, Michigan, United States Oswald Companies Full timeAre you ready to take the lead in a vibrant, rapidly expanding organization that truly embodies its values? Oswald Companies is on the lookout for driven professionals eager to elevate their careers.Position OverviewThe Client Relationship Manager will play a pivotal role in managing and nurturing client relationships by proactively addressing client needs...
-
Client Experience Coordinator
3 weeks ago
Bloomfield Hills, Michigan, United States VO Spa One LLC Full timeEnhance Client Satisfaction and Well-Being V/O Spa One LLC is seeking a dedicated individual to join our team as a Client Experience Coordinator. If you possess a passion for aesthetics and a vibrant personality, this role is designed for you. The Client Experience Coordinator plays a crucial role in ensuring that every client enjoys a remarkable experience...
-
Environmental Services Associate II
2 weeks ago
Bloomfield Hills, Michigan, United States Henry Ford Health System Full timeJob Summary:We are seeking a highly motivated and detail-oriented Environmental Services Associate II to join our team at Henry Ford Health System. As a key member of our facilities maintenance team, you will be responsible for ensuring the cleanliness and maintenance of our facilities, as well as providing exceptional support to our patients and staff.Key...
-
Environmental Services Associate II
2 weeks ago
Bloomfield Hills, Michigan, United States Henry Ford Health System Full timeJob Summary:We are seeking a highly motivated and detail-oriented Environmental Services Associate II to join our team at Henry Ford Health System. As a key member of our facilities maintenance team, you will be responsible for ensuring the cleanliness and maintenance of our facilities, as well as providing exceptional support to our patients and staff.Key...
-
Client Relations Specialist
3 weeks ago
Bloomfield Hills, Michigan, United States WalkerHealthcare Full timeJob OverviewWalker Healthforce stands as a leading entity in the healthcare consulting sector, renowned for our commitment to performance, precision, and integrity. As a certified WMBE, we specialize in delivering comprehensive healthcare IT and clinical solutions to hospitals, health systems, and payer organizations, including prominent Fortune 100...
-
Client Relations Specialist
4 weeks ago
Bloomfield Hills, Michigan, United States MoldTecs Full timeKey ResponsibilitiesAccurate entry of client orders (individual requests, delivery adjustments, and comprehensive call-offs) into the MRP system.Verification of client orders for accuracy, modifications, delays, reductions, and overall feasibility.Development of delivery schedules in collaboration with production planning, clients, and relevant internal...
-
Client Relations Coordinator
4 weeks ago
Bloomfield Hills, Michigan, United States VO Spa One LLC Full timeElevate Guest Satisfaction V/O Spa One LLC is seeking a dedicated professional to enhance our guest interactions. If you are passionate about beauty and possess a vibrant personality, the role of a Client Relations Coordinator at V/O is an ideal fit for you. The Client Relations Coordinator plays a crucial role in guaranteeing that every guest enjoys a...