Client Data Specialist
1 month ago
Financial Planning firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as a Data Specialist. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior computer skills required.
Essential Duties and Responsibilities (Additional duties may be assigned):
-Maintain data consolidation and reporting website
-Prepare reports for advisors and clients for analysis and review meetings
-Manage Required Minimum Distributions for clients
-Manage personalized client websites and download client files
-Research and resolve account reporting problems as needed
-Ensure office procedures are followed
-Perform general administration and support functions for the office as required
-Perform other duties and projects as assigned
• Possess strong skills in customer service, ensuring excellent client relations and satisfaction.• Proficient in data entry, ensuring accurate and efficient input of client information.
• Experience in email correspondence, maintaining professional communication with clients and team members.
• Proficient in Microsoft Excel and Microsoft Word, demonstrating strong IT skills for data management and documentation.
• Ability to organize files systematically, ensuring easy access and retrieval of client data.
• Experience in scanning documents, ensuring digital copies of important documents are available when needed.
• Typing speed sufficient to ensure quick and accurate data entry and correspondence.
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Client relations specialist
2 weeks ago
Chapel Hill, United States Randstad Full timejob summary: Join a dynamic, fast-growing tech start-up with a team of 50 passionate people! We're looking for a proactive Client Relations Specialist who's ready to thrive in a fast-paced, flexible environment. In this role, you'll manage our master tracker, ensuring data accuracy for tracking progress and client services. You'll also act as a backup for...
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Data Integration Specialist
4 weeks ago
Lake Forest, California, United States Spruce Infotech Full timeWe are seeking a highly skilled Data Integration Specialist to join our team at Spruce Infotech. As a key member of our data team, you will be responsible for designing and implementing complex data structures, creating and maintaining mapping documents, and providing technical expertise to junior team members.The ideal candidate will have strong SQL skills,...
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Client Relations Specialist
7 days ago
Chapel Hill, United States Randstad North America, Inc. Full timeJoin a dynamic, fast-growing tech start-up with a team of 50 passionate people! We're looking for a proactive Client Relations Specialist who's ready to thrive in a fast-paced, flexible environment. In this role, you'll manage our master tracker, ens Client Relations, Relations, Specialist, Business Services, Staffing, Client
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IT Data Support Specialist
4 weeks ago
Spring Hill, Florida, United States City of Spring Hill Tennessee Full timeJob Summary:The City of Spring Hill Tennessee is seeking a highly skilled IT Support Specialist to join our team. As a key member of our IT department, you will provide technical support and maintenance for our data systems, ensuring the smooth operation of our city's software applications.Key Responsibilities:Provide Tier 1 help desk support for city staff,...
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Client Operations Analyst
4 months ago
Lake Forest, United States Impact Networking Full timeDescription Impact is hiring a Client IT Operations Analyst for our Nationally ranked Best and Brightest Workplace! A Client Operations Analyst or COA works directly with the Managed IT Service Delivery team on tasks related to providing World Class Service across many industries. The Impact COA is responsible for analyzing, optimizing, and monitoring...
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Human Resources Data Insights Specialist
4 weeks ago
Lake Forest, California, United States Tandym Group Full timeJob Summary: We are seeking a highly skilled Human Resources Data Insights Specialist to join our team at Tandym Group. As a key member of our HR department, you will be responsible for providing world-class HR services across key focus areas and meeting the strategic objective of data-driven HR.Key Responsibilities:Gather requirements for analytics and...
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Client Specialist
1 month ago
Chestnut Hill, United States Talbots Full timeJob Number: 23326 Position Title: Client Specialist External Description:What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may...
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Data Analyst
4 weeks ago
Forest Lake, Minnesota, United States SynergisticIT Full timeAt SynergisticIT, we're looking for a talented Data Analyst to join our team. As a Data Analyst, you will play a crucial role in helping our clients make informed business decisions by analyzing and interpreting complex data sets.Key Responsibilities:Analyze and interpret large data sets to identify trends and patternsDevelop and maintain databases and data...
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Client Care Representative
2 months ago
Lake Forest, United States OSG Inc Full timeNOTE: THIS POSITION WILL BE ON-SITE Client Care RepresentativeJob Type: Full-Time (8:30 AM - 5:30 PM) Location: Lake Forest, CA Company Overview OSG is a global provider of leading customer engagement and payment solutions. We help clients integrate critical customer interactions to optimize working capital and drive profitable business growth. Our...
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Client Services Representative
4 months ago
Crest Hill, United States National Veterinary Associates Full timeThe Client Services Specialist is an invaluable member of the hospital team who works directly with a Hospital Manager and supporting medical staff to provide exceptional customer service while maintaining a smooth and efficient flow of clients and p Client Service, Representative, Hospital, Retail, Client, Patient
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Data Scientist
4 weeks ago
Forest Park, United States The E Group Full timeJob DescriptionJob DescriptionJob Title: Data Scientist 2 (IT)Date Posted: 10/31/2024Location: Forest Park, GA· 62 Lake Mirror Road, Forest Park, GA 30297Job Type: Contract Full-Time Immediate W2 contract position available in Forest Park, GA.Estimated Duration: 13 month Desired Qualifications:· 3-5 Years...
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Nurse Specialist
4 weeks ago
Forest Hill, Maryland, United States BAYADA Home Health Care Full timeBAYADA Home Health Care is seeking a skilled Nurse Specialist to provide high-quality care to patients in their homes. As a Home Health Admission Nurse, you will be responsible for making home visits to clients in designated geographic territories, performing assigned duties, and monitoring clients' conditions.Job Description & RequirementsSpecialty:...
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Accounting Specialist
4 weeks ago
Forest Park, Illinois, United States Weinstein Wholesale Meats, LLC Full timeJob DescriptionWeinstein Wholesale Meats, LLC is seeking a detail-oriented Accounting Specialist to manage our billing operations. The ideal candidate will be responsible for preparing and issuing accurate invoices, reviewing billing data, and resolving discrepancies. This role requires strong organizational skills and the ability to collaborate with various...
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Client Care Specialist
1 month ago
Lake Forest, California, United States OSG Inc Full timeClient Care Representative - HOAAt OSG Inc, we're seeking a talented individual to join our team as a Client Care Representative - HOA. This role is a critical part of our customer engagement and payment solutions, and we're looking for someone who can deliver exceptional service and support to our clients.Key Responsibilities:Support clients with daily...
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Client Operations Analyst
4 months ago
Lake Forest, United States Impact Networking Full timeA Client Operations Analyst will hold various responsibilities including, but not limited to, service delivery analysis, process improvement, performance monitoring, data analysis, and reporting and documentation.- Review and maintain IT Glue documen Operations Analyst, Operations, Technical Support, Business Analyst, Delivery Analyst, Client
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Unconventional Data Analyst
5 hours ago
Richmond Hill, New York, United States Great Clips Full timeAbout UsAt {company}, we are always seeking talented individuals to join our team of experts. As a Senior Business Intelligence Specialist, you will play a crucial role in driving our business forward by providing insightful data analysis and strategic recommendations.Key ResponsibilitiesDevelop and implement data-driven solutions to drive business...
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Medical Records Specialist
4 weeks ago
Richmond Hill, Georgia, United States State of Georgia Full timeJob SummaryWe are seeking a skilled Medical Records Specialist to join our team at the State of Georgia. As a Medical Records Specialist, you will be responsible for compiling, processing, and maintaining medical records of hospital and clinic clients in a manner consistent with medical, administrative, ethical, legal, and regulatory requirements of the...
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Data Engineer
3 weeks ago
Lake Forest, United States Beacon Hill Full timeour client is actively seeking a Data Engineer to support their growing GenAI Team.This position will be hybrid - 2-3 days onsite per week in Mettawa, IL SUMMARYThe Engineer will be responsible for the technical development of data, analytics, and GenAI solutions. They will assist in the architecture, design, build, and testing of these applications,...
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Client Services Associate
3 weeks ago
Lake Forest, United States Mowery & Schoenfeld Full timeAre you a proven detail oriented administrative professional with strong organizational skills? Do you enjoy the fast-paced environment of wealth management and financial services? M&S Wealth Management is seeking a driven and flexible administrative professional who is looking to use their excellent service and support skills in a fast-growing team. This...
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Digital Sales Development Specialist
1 month ago
Lake Forest, California, United States Talently Recruiting Full timeJob Title: Digital Sales Development SpecialistAt Talently Recruiting, we're seeking a driven and goal-oriented salesperson to spearhead new business development as a Digital Sales Development Specialist. This role plays a critical part in driving growth for our company by establishing strong relationships and securing opportunities with franchise and...