Current jobs related to Client Service Representative - Minneapolis, Minnesota - NFP
-
Client Service Representative
3 weeks ago
Minneapolis, Minnesota, United States Bridgewater Bank Full timeClient Specialist Job DescriptionWe are seeking a highly skilled and customer-focused Client Specialist to join our Deposit Services team in a dynamic and fast-paced environment. In this role, you will serve as the face of the bank, providing exceptional customer service while processing client requests in person, by phone, or email.Key...
-
Client Services Representative
3 weeks ago
Minneapolis, Minnesota, United States OneOme Holdings LLC Full timeJob Title: Client Services RepresentativeAt OneOme Holdings LLC, we are seeking a highly skilled Client Services Representative to join our team. As a key member of our Client Services team, you will be responsible for delivering exceptional customer experiences through operational excellence in account management, inbound and outbound service, and sales.Key...
-
Client Service Representative
1 month ago
Minneapolis, Minnesota, United States Voya Financial Full timeAbout the RoleVoya Financial is seeking a highly skilled Client Service Representative to join our team. As a key member of our Client Management team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesProvide administrative support for system,...
-
Client Service Representative
4 weeks ago
Minneapolis, Minnesota, United States Bridgewater Bank Full timeClient Specialist Job DescriptionWe are seeking a highly skilled and customer-focused Client Specialist to join our Deposit Services team in a dynamic and fast-paced environment. As the initial welcoming contact for clients, you will provide exceptional customer service while processing client requests in person, by phone, or email.Key...
-
Client Services Representative
3 weeks ago
Minneapolis, Minnesota, United States Paladin Technologies Full timeJob SummaryPaladin Technologies is seeking a highly skilled Client Services Representative to join our team. As a key member of our National Client Services Department, you will be responsible for managing the life of a client ticket for service or repair. This role encompasses a range of duties, including project coordination, customer support, and...
-
Client Services Representative
2 weeks ago
Minneapolis, Minnesota, United States Paladin Technologies Full timeJob DescriptionThe Client Services Representative plays a vital role in managing client tickets for service or repair. This position involves a range of duties, including project coordination to support the National Client Services Department, customers, and colleagues. The successful candidate will be responsible for dispatching technicians, ordering parts,...
-
Client Services Manager
1 week ago
Minneapolis, Minnesota, United States Paladin Technologies , Inc. Full timeJob SummaryWe are seeking a highly skilled Client Services Representative to join our team at Paladin Technologies, Inc. The ideal candidate will have excellent communication skills, a strong attention to detail, and the ability to work effectively in a fast-paced environment.Key ResponsibilitiesManage client tickets for service or repair, ensuring timely...
-
Customer Service Representative
2 weeks ago
Minneapolis, Minnesota, United States Edison Electric, Inc. Full timeAbout the Customer Service Representative PositionAt Edison Electric, Inc., we're seeking a skilled Customer Service Representative to be the first point of contact for our clients. This role involves greeting customers over the phone, qualifying their needs, and scheduling service appointments for our talented electricians.The ideal candidate will be...
-
Client Support Representative I
3 weeks ago
Minneapolis, Minnesota, United States Loffler Companies, Inc. Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Client Support Representative to join our team at Loffler Companies, Inc. As a Client Support Representative, you will be responsible for providing exceptional support to our clients by covering client sites during times of need, whether due to vacations, sick days, or heavy workloads.Key...
-
Client Services Coordinator
2 weeks ago
Minneapolis, Minnesota, United States Paladin Technologies , Inc. Full timeJob SummaryThe Client Services Representative is responsible for managing the life cycle of client tickets for service or repair. This role encompasses a range of duties including project coordination to support the National Client Services Department, customers, and colleagues.Key ResponsibilitiesCall intake including dispatching, follow-up, status updates,...
-
Customer Service Representative
3 weeks ago
Minneapolis, Minnesota, United States Avenica Full timeJob Title: Customer Service RepresentativeAs a Customer Service Representative at Avenica, you will be responsible for providing exceptional client experiences through prompt and professional communication.Key Responsibilities:Answer inbound calls and schedule service appointments with the goal of providing a positive client experience.Perform outbound...
-
Client Services Coordinator
4 weeks ago
Minneapolis, Minnesota, United States Paladin Technologies Full timeJob SummaryWe are seeking a highly skilled Client Services Representative to join our team at Paladin Technologies. As a key member of our National Client Services Department, you will be responsible for managing the life of a client ticket for service or repair, ensuring seamless communication and exceptional customer experience.Key...
-
Customer Service Representative
3 weeks ago
Minneapolis, Minnesota, United States FastSigns Full timeCustomer Service RepresentativeAt FastSigns, we're looking for a highly skilled and motivated Customer Service Representative to join our team. As a key member of our sales team, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving sales growth.Key Responsibilities:Provide outstanding...
-
Customer Service Representative
2 weeks ago
Minneapolis, Minnesota, United States Pronto Heating & Air Conditioning Full timeJob DescriptionPronto Heating & Air Conditioning is seeking a motivated Customer Service Representative to join our team. This role involves providing exceptional customer service, handling administrative tasks, and dispatching HVAC calls to field technicians.This full-time position offers a competitive wage of $21/hr, a $500 stay-on bonus after 6-months,...
-
Customer Service Representative
1 month ago
Minneapolis, Minnesota, United States Russell Tobin & Associates Full timeAbout the Role:Russell Tobin & Associates is seeking a highly skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, scheduling medical appointments, and adhering to our workflow tools and procedures.Responsibilities:Provide telephone...
-
Technical Service Representative
3 weeks ago
Minneapolis, Minnesota, United States Moffat Workforce Full timeJob Summary:Moffat Workforce is seeking a skilled Technical Service Representative to join our team. As a Technical Service Representative, you will be responsible for providing exceptional customer service and technical support to our clients.Key Responsibilities:Maintain accurate and up-to-date records of warranty and repair activities.Analyze complex...
-
Customer Service Representative
3 weeks ago
Minneapolis, Minnesota, United States Securitas Security Services USA Full timeWe are seeking a skilled Customer Service Representative to join our team at Securitas Security Services USA. This role involves providing exceptional customer service and support to our clients, ensuring their needs are met and exceeded. Key responsibilities include:Key Responsibilities:Providing timely and effective customer service to clientsResponding to...
-
Customer Service Representative
3 weeks ago
Minneapolis, Minnesota, United States Russell Tobin Full timeCustomer Service Representative OpportunityRussell Tobin, a leading healthcare and well-being company, is seeking a skilled Customer Service Representative to join our remote team.Key Responsibilities:Provide exceptional telephone customer service to clientsSchedule medical appointments with accuracy and efficiencyUtilize EPIC software and workflow tools to...
-
Customer Service Representative
3 weeks ago
Minneapolis, Minnesota, United States TEKsystems Full timeJob Summary:TEKsystems is seeking a skilled Customer Service Representative to join our team. As a key member of our customer-facing team, you will be responsible for handling inbound phone calls from clients and technicians, providing exceptional service and support.Key Responsibilities:Handle inbound phone calls from clients and techniciansProvide updates...
-
Customer Service Representative
2 weeks ago
Minneapolis, Minnesota, United States Americold Logistics Full timeJob Title: Customer Service RepresentativeAt Americold Logistics, we are seeking a highly skilled and dedicated Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, responding to inquiries, processing orders, and handling complaints in a...
Client Service Representative
2 months ago
NFP, a leading provider of insurance and financial services, is seeking a highly skilled Client Service Associate to join our Wealth Management team.
Key Responsibilities- Provide exceptional administrative support to the Wealth Management team, ensuring seamless client service and experience.
- Process new client accounts, distributions, and other financial transactions with accuracy and efficiency.
- Respond to daily client inquiries, addressing their needs and concerns in a timely and professional manner.
- Collaborate with other Client Service team members to deliver outstanding customer service to current and potential clients.
- Maintain, update, and file client information, ensuring data accuracy and confidentiality.
- Complete administrative tasks, track, and document client data using our Customer Relationship Management system.
- Provide status reports to the Wealth Management Team on account opening and asset transfer progress.
- Run account maintenance reports on a monthly/quarterly basis, ensuring compliance and regulatory requirements.
- Schedule and assist in preparation of annual client meetings, ensuring a positive and productive experience.
- Provide back-up and support to other Wealth Management team members, demonstrating a team-oriented approach.
- Establish and maintain committed and trusted client, advisor, and vendor relationships, fostering long-term partnerships.
- Complete meeting follow-up duties, such as scheduling asset transfers, gathering paperwork, and requested documents.
- Collaborate with Wealth Managers regarding account questions, service requests, and all other matters, ensuring seamless communication.
- Ensure proper execution of Required Minimum Distributions for clients, adhering to regulatory requirements.
- Participate in industry meetings and/or other educational opportunities for the purpose of continuing education, professional development, and/or obtaining industry designations.
- Participate in special projects or assignments as needed, working with partners to solve complex issues that may arise.
- Excellent oral, written, and interpersonal communication skills.
- Proficiency in Microsoft Office software, including Word, Excel, Outlook, and PowerPoint.
- Self-disciplined with a commitment to quality, attention to detail, and accuracy.
- Ability to multi-task and change priorities in a fast-paced environment.
- Excellent problem-solving skills.
NFP is proud to offer a competitive salary, PTO, and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more.
Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
