Retirement Services Coordinator
2 weeks ago
This role plays a crucial part in delivering exceptional client experiences by providing timely and accurate processing of new accounts, transfers, and file maintenance requests. The successful candidate will be responsible for developing and enhancing the client experience through superior customer service and support.
Key Responsibilities- New Account Processing: Accurately and efficiently process new client accounts, ensuring all necessary information is complete and up-to-date.
- Status Updates: Provide timely status updates to clients regarding new accounts, incoming and outgoing transfers, and file maintenance requests.
- Client Support: Resolve client concerns, perform research, and respond accordingly both internally and externally.
- Correspondence: Correspond with clients to clarify corrections and request additional information as needed.
- Account Updates: Update client account information to ensure accuracy and completeness.
- Document Processing: Process returned mail received and prepare and mail out client documents.
- Cash and Asset Transfers: Coordinate the transfer of cash and assets through successor custodians, ensuring accuracy and timeliness.
- Education: High School Diploma or GED required.
- Experience: Minimum 1 year of experience in the retirement and/or financial industries preferred.
- Customer Service: Minimum 1 year of experience in a customer-driven environment required.
- Technical Skills: Experience with IRS guidelines preferred, basic proficiency in Microsoft Office required, and ability to type a minimum of 45 WPM preferred.
- Behavioral Competencies: Attention to detail, active listening skills, organizational skills, time management, written and verbal communication.
The estimated salary range for this position is $55,000 - $65,000 per year, depending on experience and qualifications.
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Automotive Service Coordinator
1 week ago
Westlake, Ohio, United States Serpentini Chevrolet of Westlake Full time**Job Title:** Automotive Service CoordinatorSalary:$60,000 - $80,000 per yearWe are seeking a skilled and customer-focused Automotive Service Coordinator to join our team at Serpentini Chevrolet of Westlake. As an Automotive Service Coordinator, you will be responsible for providing exceptional customer service, addressing clients' automotive maintenance...
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Facial Services Coordinator
7 days ago
Westlake, Ohio, United States Face to Face Spa-Promenade at Crocker Full timeFacial Services Coordinator Job SummaryWe are looking for a highly organized and customer-focused Facial Services Coordinator to join our team at Face to Face Spa-Promenade at Crocker. In this role, you will coordinate facial services, provide exceptional customer service, and work collaboratively with other spa staff to ensure smooth operations.Estimated...
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Service Department Coordinator
1 week ago
Westlake, Ohio, United States Serpentini Chevrolet of Westlake Full timeService Department Coordinator Position Serpentini Chevrolet of Westlake is seeking a highly motivated and organized individual to fill the position of Service Department Coordinator. The ideal candidate will have previous experience in a customer-facing role, excellent communication and interpersonal skills, and a strong attention to detail.Key...
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Research Project Coordinator
3 weeks ago
Westlake, Ohio, United States Medix™ Full timeAbout Medix™:Medix™ is a leading research organization dedicated to advancing medical knowledge and improving human health. Our team of experts works tirelessly to design, implement, and monitor clinical trials that address some of the world's most pressing medical needs.Job Requirements:Bachelor's degree in a life science or related field.At least 2...
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Spa Services Coordinator
1 month ago
Westlake, Ohio, United States Face to Face Spa-Promenade at Crocker Full timeAbout Face to Face Spa-Promenade at CrockerLocated in a convenient location, Face to Face Spa-Promenade at Crocker offers a range of treatments and services. We're committed to providing exceptional customer service and helping our clients achieve their wellness goals.
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Support Services Coordinator
2 weeks ago
Westlake, Ohio, United States The LaSalle Group Full timeAbout LaSalle NetworkLaSalle Network is a leading provider of direct hire and temporary staffing services, helping organizations hire faster and connect top talent with opportunities. With units specializing in Accounting and Finance, Administrative, Marketing, Technology, Supply Chain, Healthcare Revenue Cycle, Call Center, Human Resources, and Executive...
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Business Development and Operations Coordinator
4 weeks ago
Westlake, Ohio, United States Schabel Polymer Technology, LLC Full timeJob OverviewWe are seeking a highly motivated Business Development and Operations Coordinator to join our team at Schabel Polymer Technology, LLC. This is an exciting opportunity for a skilled professional to drive business growth while ensuring seamless day-to-day operations.Estimated Salary: $60,000 - $80,000 per yearKey ResponsibilitiesCustomer...
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Client Care Coordinator
5 days ago
Westlake, Ohio, United States The LaSalle Group Full timeJob OpportunityThe LaSalle Group is seeking a highly motivated Client Care Coordinator to join our team. As a Client Care Coordinator, you will be responsible for providing exceptional customer service to clients, answering phone calls, responding to email inquiries, and processing client invoices.About the RoleThis is a full-time position in Westlake, OH,...
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Order Fulfillment Coordinator
6 days ago
Westlake, Ohio, United States Concept Machine Full time**Order Fulfillment Coordinator Job Summary:**We are seeking an Order Fulfillment Coordinator to join our team at Concept Machine in Westlake, OH.About the Role:Coordinate the receipt and processing of orders from customers.Ensure accurate and timely completion of orders.Maintain accurate records and update the filing system as needed.Communicate effectively...
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RAI Coordinator RN
2 weeks ago
Westlake, Ohio, United States Brookdale Westlake Village Full timeOverview of the Role:The RAI Coordinator RN is responsible for conducting and coordinating the development and completion of resident assessments, in accordance with state, federal, and company guidelines. This role oversees the generation of Minimum Data Set (MDS) for each Medicare patient and ensures timely electronic transmission of required...
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Paraplanner & Support Coordinator
5 days ago
Westlake, Ohio, United States Golden Reserve LLC Full timeAt Golden Reserve LLC, we are seeking a highly motivated and organized Paraplanner & Support Coordinator to join our team in Sheffield Village. This role offers a unique blend of administrative and technical responsibilities, providing an excellent opportunity for personal and professional growth.As a Paraplanner & Support Coordinator, you will be...
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Domiciliary Services Coordinator
2 weeks ago
Westlake, Ohio, United States Brookdale Westlake Village Full time**Job Description:** As a Housekeeper at Brookdale Westlake Village, you will be responsible for cleaning floors, dusting, removing trash, wet mopping, waxing and disinfecting resident apartments, restrooms and public use spaces. This includes vacuuming, shampooing and deodorizing carpets, as well as cleaning surfaces throughout the community.
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Residential Cleaning Coordinator
2 weeks ago
Westlake, Ohio, United States Brookdale Westlake Village Full timeAbout Us:Brookdale Westlake Village is a leading provider of senior living communities, offering a range of services and amenities to support the health and well-being of our residents.Why Join Our Team?Opportunity to make a meaningful difference in the lives of our residentsCollaborative and supportive work environmentOngoing training and development...
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Medical Experience Coordinator
5 days ago
Westlake, Ohio, United States Cleveland Clinic Full timeOverviewCleveland Clinic's Westlake Medical Campus is a premier healthcare provider, renowned for delivering exceptional patient experiences. Our team of professionals strives to create a welcoming environment where patients feel valued and respected.SalaryThe estimated salary for this role is $40,000 - $55,000 per annum, based on market averages in the...
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Client Experience Coordinator
1 week ago
Westlake, Ohio, United States Face to Face Spa-Promenade at Crocker Full timeJob SummaryWe are looking for a highly motivated Client Experience Coordinator to lead our team in delivering exceptional client experiences. As a key member of our team, you will play a crucial role in ensuring that every client leaves our spa feeling valued and satisfied.ResponsibilitiesDevelop and implement strategies to enhance client satisfaction and...
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Business Development Coordinator
6 days ago
Westlake, Ohio, United States Schabel Polymer Technology, LLC Full timeJob DescriptionWe are seeking a highly skilled Business Development Coordinator to join our team at Schabel Polymer Technology, LLC. In this role, you will be responsible for communicating with customers to identify their needs, processing quotes and orders, managing order fulfillment, escalating issues, generating and posting project profiles across social...
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Office Coordinator Lead
6 days ago
Westlake, Ohio, United States Cornerstone Wealth Management Full timeAbout the RoleThe ideal candidate will be a highly organized and detail-oriented Office Coordinator Lead who can manage multiple priorities and deadlines.Main Responsibilities:Plan and schedule appointments, meetings, and eventsProvide exceptional customer service to onsite guests and clientsHandle incoming calls and respond to emails in a professional...
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Sales and Service Representative
7 days ago
Westlake, Ohio, United States Concept Machine Full timeJob DescriptionThe Sales and Service Representative will interact with customers via phone, email, and in-person to receive and process orders accurately. This role involves maintaining a high level of detail orientation, organizational skills, and the ability to multi-task efficiently.The ideal candidate will have 3-5 years' experience in Customer Service...
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Chevrolet Service Specialist
7 days ago
Westlake, Ohio, United States Serpentini Chevrolet of Westlake Full timeJob Overview: Chevrolet Service Specialist Serpentini Chevrolet of Westlake is currently seeking a qualified Chevrolet Service Specialist to join our service department. The ideal candidate will have strong customer service skills, the ability to work collaboratively within a team environment, and a passion for delivering an outstanding customer...
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Client Services Specialist
5 days ago
Westlake, Ohio, United States Golden Reserve LLC Full timeAt Golden Reserve LLC, we are seeking an experienced Client Services Specialist to join our team in Gahanna. This role is a unique blend of a Paraplanner and Client Services Coordinator, responsible for managing the entire back-end client sales process, delivering world-class first-line ongoing client support, and facilitating start-to-finish insurance...