Client Service Expert
3 weeks ago
We are seeking a highly organized and detail-oriented Client Service Expert to join our team at REAP Financial Group. The successful candidate will be responsible for ensuring smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects.
The position requires the ability to perform industry-specific tasks, such as application submission and account transfers, follow-up, client service work including incoming client service calls, database management, and client appointment preparation including updating client account summaries and gathering the correct product brochures and applications.
Main Responsibilities:
- Complete and process new business applications
- Order and stock new business applications and marketing brochures
- Receive incoming client service calls in a friendly, warm manner
- Process and follow-up on client service work
- Update and review database/CRM to reflect account status regarding new business and/or service
- Maintain an organized, compliant, and efficient filing system
- Follow-up on pending business and contact individual client with updates
- Assist Advisor(s) with pre-appointment preparation
- Gather account values and complete client review summary for upcoming appointments
- Manage the new business submitted and new business issued in reporting tool
- Assist Advisor(s) with client reports and mailings
- Assist Advisor(s) with educational workshops & client events as needed
- Act as phone back-up to other office personnel for phone coverage
- Maintain current Advisors licenses and appointments with agencies and companies
Requirements:
- Prior experience working in the financial industry
- 3+ years working alongside a Financial Advisor in a fast-paced office environment
- Texas Life Insurance & Securities License(s) preferred
- Proficiency in MacOS
-
Client Service Expert
7 days ago
Austin, Texas, United States Corporation Service Company Full timeJob Title: Client Service ExpertLocation: Austin, TX (Onsite)Work Schedule: Monday - Friday, 9:00am-6:00pmWe are seeking a highly motivated and service-oriented individual to join our team as a Client Service Expert. As a key member of our client-facing team, you will work directly with clients and internal teams to provide exceptional service, support, and...
-
Client Service Expert
7 days ago
Austin, Texas, United States Charles Schwab Full timeCompany Overview: Charles Schwab is a leading financial services company that provides a range of investment and retirement products to clients across the United States. Our Participant Services team is responsible for delivering exceptional customer service to our clients, helping them achieve their financial goals through a comprehensive suite of...
-
Client Solutions Expert
7 days ago
Austin, Texas, United States GLG Full timeWe're seeking recent graduates with a strong passion for client service to join GLG's healthcare-focused teams as an Associate in our Austin office. This role is fast-paced and communication-intensive, driving GLG's business forward through close coordination with team members to fulfill clients' needs.ResponsibilitiesSupporting team members on client...
-
Plumbing Service Expert
1 week ago
Austin, Texas, United States Service Wizard Full timeJob OverviewService Wizard, a reputable AC and Heating service provider in Austin, TX, is seeking an experienced Plumbing Service Expert to join their team. This role involves providing top-notch plumbing services to residential customers.Responsibilities:Diagnose and repair complex plumbing issues, including leaks, clogged drains, and malfunctioning...
-
Client Relations Expert
1 week ago
Austin, Texas, United States Luke Ramsay - State Farm Agent Full timeKey ResponsibilitiesAs a Client Relations Expert with Luke Ramsay - State Farm Agent, your key responsibilities will include:Managing customer inquiries and resolving issues in a professional and timely manner.Maintaining accurate and up-to-date client records, ensuring seamless communication and collaboration with other team members.Developing and...
-
Client Services Professional
3 weeks ago
Austin, Texas, United States GLG Full timeJob Description:This Senior Associate role involves delivering end-to-end project results, building client relationships, and engaging with our experts. Key responsibilities include expanding projects and rescope recruiting populations (as needed) to drive successful client outcomes, scheduling and confirming critical calls and meetings between GLG's clients...
-
Residential Climate Expert Trainee
1 week ago
Austin, Texas, United States Service Wizard Full timeTrades Career AdvancementWe are hiring a skilled and ambitious Residential Climate Expert Trainee to join our team at Service Wizard in Austin, TX. As a Residential Climate Expert Trainee, you will have the chance to develop your skills and advance your career in the trades industry.Average starting salary: $40,000 - $80,000 per year. Our benefits package...
-
Client Relations Expert
7 days ago
Austin, Texas, United States Get Bright Watch Full timeWe are looking for an experienced professional to fill the role of Client Services Consultant at Get Bright Watch. This position requires a strong focus on delivering exceptional customer experiences and maintaining accurate and up-to-date client information.About the RoleIn this critical role, you will serve as the primary point of contact for new...
-
IT Service Delivery Expert
2 weeks ago
Austin, Texas, United States System Soft Technologies Full timeSystem Soft Technologies is seeking a highly motivated Help Desk Engineer to join our team. In this role, you will be responsible for providing top-notch technical support to our clients.Job Summary:As a Help Desk Engineer, you will be the primary point of contact for clients experiencing IT-related issues. You will be responsible for analyzing and resolving...
-
Automotive Service Expert
2 weeks ago
Austin, Texas, United States Asa Auto Plaza of Austin Full timeAbout the RoleWe're seeking an experienced Automotive Service Expert to join our team at Asa Auto Plaza of Austin. In this role, you'll have the opportunity to work alongside a talented group of professionals and make a real difference in the lives of our customers.The estimated salary for this position is $60,000 - $80,000 per year, based on experience and...
-
Sales and Customer Service Expert
1 week ago
Austin, Texas, United States Greenberg, Grant & Richards, Inc. Full timeJob DescriptionWe are seeking a highly skilled Sales and Customer Service Expert to join our team at Greenberg, Grant & Richards, Inc. The ideal candidate will have a proven track record of success in sales and customer service, with excellent communication and negotiation skills.This role requires a heavy amount of prospecting and lead-development with...
-
Multilingual Client Advisor
3 weeks ago
Austin, Texas, United States ViaPlus by VINCI Highways Full timeJoin Our Team at ViaPlus by VINCI HighwaysWe're a dynamic and innovative company that's changing the way people move. We're seeking a talented Multilingual Client Advisor to join our team and help us deliver exceptional customer service to our clients.Job DescriptionIn this role, you will be responsible for providing expert advice and guidance to our...
-
Austin, Texas, United States ServiceNow Full timeJob Title: Technical ServiceNow Expert: Field Service Transformation\About Us:\At ServiceNow, we're on a mission to make the world work better for everyone. Founded in 2004 by visionary engineer Fred Luddy, our intelligent cloud-based platform connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to...
-
Spanish Language Customer Service Expert
2 weeks ago
Austin, Texas, United States Collabera Full timePosition OverviewWe are seeking a Spanish Language Customer Service Expert to join our team in Austin, TX. As a key member of our customer support team, you will be responsible for providing exceptional service to clients with questions regarding eligibility, medical claims status, and other program inquiries in English and Spanish.Key...
-
Journeyman Service Plumbing Expert
2 weeks ago
Austin, Texas, United States Corridor Services LLC Full timePlumbing Services PositionWe're seeking a skilled Service Plumber Specialist to join our team at Corridor Services LLC.The ideal candidate will have a strong background in plumbing services, with a focus on commercial HVAC and repair/replacement.Responsibilities:Providing expert plumbing services for commercial clientsMaintaining a high level of customer...
-
Plumbing Service Specialist
3 weeks ago
Austin, Texas, United States Service Wizard Full timeAt Service Wizard, we're seeking an exceptional Plumbing Service Specialist to join our team. This role offers a competitive salary range of $120,000-$160,000 USD, providing opportunities for professional growth and advancement.Job OverviewWe are a rapidly growing company serving the Austin, TX area with expert AC and Heating service. Our commitment to...
-
Client Solutions Professional
7 days ago
Austin, Texas, United States GLG Full timeWe are seeking talented individuals to join GLG's healthcare-focused teams as Client Solutions Professionals in our Austin office. As a key member of our team, you will play a vital role in driving business growth and delivering exceptional client experiences.**Job Description:**As a Client Solutions Professional, you will be responsible for:Supporting team...
-
Client Services Representative
1 week ago
Austin, Texas, United States Brent Allen - State Farm Agent Full timeAccount Management OpportunityWe are seeking an experienced Client Services Representative to join our team at Brent Allen - State Farm Agent.About the PositionThis role involves serving as a liaison between customer needs and agency departments, improving the lives of our customers by proactively marketing relevant products and services.Key...
-
Client Service Coordinator
7 days ago
Austin, Texas, United States Mohr Talent Full timeMohr Talent is seeking a Client Service Coordinator to provide exceptional client support and operational expertise within a dynamic wealth management environment.The estimated salary for this role is $60,000 - $75,000 per year, depending on location and experience.About the Role:Client Servicing: Serve as a primary point of contact for clients, addressing...
-
Client Service Representative
3 weeks ago
Austin, Texas, United States Banfield Pet Hospital Full timeAbout the JobThe Client Service Representative position at Banfield Pet Hospital is designed for individuals who excel in building strong relationships with clients and supporting veterinary teams. As a key member of our front-line staff, you will handle client inquiries, manage appointment scheduling, and facilitate smooth transactions. Your attention to...