Client Relationship Specialist

Job SummaryThe Financial Relationship Specialist will develop and cultivate long-term client relationships by providing insight, advice, and personalized financial solutions. The ideal candidate will have a minimum of one year relationship-based client consultation and/or consultative sales experience.Key Responsibilities:Develop and grow client and...

Job OverviewAmy Wakem - State Farm Agent is seeking an experienced Client Relationship Manager to join our team. As an Account Manager, you will be responsible for developing and maintaining strong relationships with existing clients, conducting policy reviews, and resolving complex customer issues.Key SkillsExcellent communication and interpersonal...

Job SummaryWe are seeking an experienced Customer Success Lead Manager to join our team. The ideal candidate will have a proven track record of delivering exceptional customer service and building strong relationships with clients.Estimated Salary: $80,000 - $105,000 per year.ResponsibilitiesThe Customer Success Lead Manager will be responsible for leading...

Premier Property Maintenance, Inc. is a dynamic company looking for a skilled Client Relationship Manager to join our team.Compensation and BenefitsThe position comes with a competitive salary plus commission, as well as a range of benefits including a retirement account, health insurance, a laptop, phone, and company vehicle for work use...

Job SummaryAs a Customer Relationship Specialist with Kevin Kaufer - State Farm Agent, you will play a vital role in driving business growth and customer satisfaction. Your primary responsibility will be to manage client accounts, ensuring accurate information is maintained in our database. You will also assist clients with policy changes and inquiries,...

About the RoleWe are seeking a results-driven professional to join our team as a Customer Relationship Specialist.In this role, you will be responsible for promoting State Farm products and building strong relationships with customers.Key ResponsibilitiesSome of the key responsibilities of this role include:Using a customer-focused approach to educate...

Job Description: We are seeking a Customer Relationship Specialist to join our team at Pete Peterson - State Farm Agent. As an Agent Team Member, you will receive 401KHourly pay plus commission/bonusHealth benefitsPaid time off (vacation and personal/sick days)Paid Holidays, Monday - Friday 9am - 5pm office hours, no weekends. Plus, growth potential and...

About the Role:We are looking for a highly motivated Client Support Specialist to join our team at Catholic Charities of the Archdiocese of St Paul and Minneapolis. In this role, you will be responsible for ensuring that rules and policies are enforced consistently, while also providing high-quality customer service to all persons.Key responsibilities...

We are looking for a skilled and empathetic individual to join our team as a Client Support Specialist at our Higher Ground - St Paul location. As a Client Advocate II, you will be responsible for providing exceptional customer service to clients, de-escalating crisis situations, and maintaining accurate records.To be successful in this role, you must have...

Client Relationship Manager Job DescriptionAmeriprise Financial is seeking a highly skilled Client Relationship Manager to join their team. In this role, you will be responsible for managing client relationships, gathering and analyzing client data, preparing financial plans, and responding to ad hoc requests. You will work closely with experienced financial...

About the RoleThe Receptionist and Client Support Specialist will be responsible for ensuring a seamless client experience from initial contact through to completion of their tax preparation.This involves greeting clients warmly, answering their questions, and matching them with the best-suited tax professional for their needs.

Caregiver Coordinator Job SummaryWe are seeking a skilled Client Services Specialist to join our team at FirstLight Home Care of Saint Paul. As a critical member of our staff, you will be responsible for coordinating care services for our clients.Key Responsibilities:Conduct client intake calls to assess needs and schedule in-home assessments.Showcase...

Job Summary:We are seeking a highly motivated and detail-oriented Insurance Client Support Specialist to join our team. In this role, you will be responsible for providing exceptional customer service and support to our clients, ensuring that their needs are met and exceeded.Responsibilities:Support sales programs and long-term objectives to enhance business...

Job DescriptionDevelop Leads: Identify potential customers and develop strategies to turn them into long-lasting relationships.Schedule Appointments: Work with clients to schedule appointments and meetings to discuss their insurance needs.Maintain Customer Relationships: Build strong relationships with clients through effective communication and exceptional...

Role ResponsibilitiesEstablish strong customer relationships and provide prompt, accurate, and friendly customer service.Promote successful and long-lasting customer relations by understanding their needs and providing relevant solutions.Work collaboratively with agency departments to ensure seamless service delivery.

Job Title: Account AssociateCompany Overview:

Main ResponsibilitiesProvide support for BDOs/RMs in delivering products and services.Perform general administrative tasks, such as data entry, scheduling, and correspondence preparation.Collaborate with internal staff and third-party providers to process new product requests.Maintain accurate records and perform disbursement/transaction processing.We are...

About UsOlsen Thielen & Co., LTD is a dynamic and progressive firm with over 100 years of history in the Twin Cities. We stand on the pillars of integrity, independence, continuous improvement, and professional excellence.Job DescriptionWe are seeking an Accountant to bolster our Client Advisory Services (CAS) team. This role offers an unparalleled...

Job DescriptionWe are seeking an exceptional Account Representative to join our team at Kevin Kaufer - State Farm Agent. As a key member of our staff, you will have the opportunity to make a significant impact on the lives of our customers. By providing expert guidance and support, you will help them navigate the complexities of insurance and achieve their...

About the RoleAs a Client Growth Specialist, you will play a vital role in growing our agency through meaningful client relations and acting as a liaison between customer needs and agency departments.Job DescriptionYou will improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your...