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Brokerage Client Assistant jobs

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FINANCIAL ADVISOR ASSISTANT / CLIENT RELATIONS

Follow the Benzer Process to connect and onboard prospective clients. Prepare proposals and guide prospective clients through the Benzer Process. Manage Client Onboarding, maintenance, and updates process. Follow the Benzer Model...

CompanyBenzer Capital
AddressRemote
CategorySales/marketing
Salary$22 - $26 an hour
Job typeContract
Date Posted 8 hours ago See detail

Financial Advisor Assistant / Client Relations New

Benzer Capital

Remote

$22 - $26 an hour

Follow the Benzer Process to connect and onboard prospective clients. Prepare proposals and guide prospective clients through the Benzer Process. Manage Client Onboarding, maintenance, and updates process. Follow the Benzer Model...

8 hours ago seen

Assistant General Counsel - Client Engagement

An American International Law Firm

New York, NY

Act as formally designated inhouse counsel to firm; conduct privileged discussions with and advise the Office of the General Counsel, partners, associates and business professionals on OCG review and compliance issues, approaches...

6 days ago seen See more...

Assistant General Counsel - Client Engagement

An American International Law Firm

San Francisco, CA

Act as formally designated inhouse counsel to firm; conduct privileged discussions with and advise the Office of the General Counsel, partners, associates and business professionals on OCG review and compliance issues, approaches...

a week ago seen See more...

Client Reinsurance Ops - Accounting & Claims - Assistant Vice President

Bms Re

Dallas, TX

Serve as Account Manager on large or complex accounts and manage relationship between ceding companies and reinsurers. Facilitate work stream with team members to ensure daily tasks for client are completed timely.Work steam to...

a week ago seen See more...

Alpha Middle Office Client Service, Assistant Vice President

State Street

Sylvania, PA

Not disclosed

North America lead of Alpha MO Client Service team covering multiple complex clients across all facets of the MO relationship. Lead by example in creating a culture of openness, high-performance, and change. Accountable to the Alp...

a week ago seen See more...

Assistant Director of Systems Administration and Client Support

University Of California-Riverside

Riverside, CA

Reporting to the Associate Vice Chancellor of Facilities Services, the Assistant Director of Systems Administrationand Client Support supervises the day-to-day operation of Client Services and oversees the management of the organ...

a week ago seen See more...

Client Service - Assistant Manager

Vca Animal Hospitals

Los Angeles, CA

Assist with planning and executing customer service organization change. Recruiting, hiring, and on-boarding new team members. Assist with scheduling. Work with manager to support the team and resolving employee concerns. Plan and...

3 weeks ago seen See more...

Insurance Brokerage Assistant

Amwins Group, Inc.

Chicago, IL

$48.1K - $60.9K a year

New and renewal account information gathering. Data entry into multiple internet-based systemsPreparation of quotes, cover notes, binders, certificates, policies and tax filings.Sorts and prioritizes workflow.Process and distribut...

a month ago seen See more...

Correctional Client Assistant-Kenosha

Attic Correctional Services Inc

Kenosha, WI

Documenting and reporting client violations to direct supervisor and DHS in MS Word Providing informal guidance to clients on daily living activities and independent living skills Qualifications Education & Work Experience...

2 months ago seen See more...

Brokerage Assistant

Green Leaf Services

Mount Hope, WV

$15 - $16 an hour

401(k). Dental insurance. Health insurance. Paid time off. Vision insurance. Bonus opportunities. 8 hour shift. Day shift. Mount Hope, WV 25880: Relocate before starting work (Required)....

2 months ago seen See more...

Assistant Client Manager- Retirement Plan Services - Now Hiring

Alera Group

Scottsdale, AZ

$24 to $28.84 per hour

This job description in no way states or implies that these are the only duties to be performed by this employee. He or she will be required to follow any other instructions and to perform any other duties requested by his or her...

4 weeks ago seen See more...

Veterinary Client Service Coordinator/Assistant-Surgery Department

Medvet

Utah, United States

From $20.50 an hour

Directly supports specific doctor(s)for a given shift; may support different doctors within a department at different times. Ensures follow through of departmental workflow for the supported doctor(s). Collaborates on scheduling o...

4 weeks ago seen See more...

Client Service And Administrative Assistant

Dentistry For Children

Washington, United States

...

a month ago seen See more...

Administrative Assistant | Client Care Assistant

Barrington Area Council On Aging

Barrington, IL

Administrative Assistant | Client Care AssistantScope of Position: Manage Bacoas office administration including financial and donor records;oversee Bacoas Meals with Wheels and Medical Lending Closet programs; supervise volunte...

a month ago seen See more...

Client Care Manager Assistant

Dignity Home Care Llc

Colorado, United States

From $43,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Life insurance. Paid time off. Vision insurance. Monday to Friday. Inpatient. Office. Remote. Case management: 1 year (Required). Colorado (Required). 25% (Required)....

a month ago seen See more...

Client Onboarding Assistant (Local Hybrid)

Clark Nuber

Bellevue, WA

From $32.34 an hour

Collect, verify, and input new client information into the CRM database. Ensure the accuracy and integrity of all data entered in all applications; Identify and resolve discrepancies in client data. Coordinate with Client Service...

a month ago seen See more...

Client Excellence Assistant (Level 1)--Hybrid/Palm Beach...

Ws Audiology Americas

Palm Beach Gardens, FL

$18 - $19 an hour

Quickly answers Inbound calls from clients/prospects with appointment inquiries and/or requests regarding products and/or services; has sales ability to convert calls to qualified appointments.. Maintains positive and friendly dem...

a month ago seen See more...

Client Relations Assistant

Meals & Tolar Impairment Specialists

Paducah, KY

From $15 an hour

Establish strong working relationships and communicate effectively with individuals internal and external to the company. Provide service to our customers via phone and email, answer customer questions, and resolve concerns relati...

a month ago seen See more...

Product Manager, Client Architecture Solutions - Assistant Vice President / Vice President

Icapital

New York, NY

Understand customer needs by carefully listening to and analyzing client feedback. Work directly with clients to deploy integrated technology solutions to the desktops of financial advisors. Develop a solid understanding of the US...

a month ago seen See more...

Client Service Associate / Executive Assistant (RH01)

Ameriprise Financial

San Diego, CA

$60,000 - $65,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Paid time off. Professional development assistance. 8 hour shift. Monday to Friday. San Diego, CA 92130: Relocate before starting work (Required)....

a month ago seen See more...

Client Engagement Assistant

Kirkland & Ellis

New York, NY

Assist with all aspects in the creation and planning of in-person and virtual client events, ensuring all events are aligned with Kirklands brand. Provide on-site support and ensure the smooth execution of all events, supporting...

a month ago seen See more...

Assistant Manager, Client Development, Dallas

Chanel

Dallas, TX

$63,400 a year

Through spending time on the selling floor, coach and always inspire team to deliver an elevated client experience for all clients Foster a positive working environment and create a culture of feedback, encouraging diversity, mutu...

a month ago seen See more...

Wealth Client Services Assistant

Seacoast Bank

Williston, FL

Assist with CRM (SalesForce) reporting for the Private Advisor. Assist with the preparation of client investment performance reports, presentation materials, and division level reporting and analysis. Responsible for performing ge...

a month ago seen See more...

Office Manager - Client Services - Sales Assistant to an RIA

Pacific Financial Planners, Llc

Laguna Niguel, CA

Safe work environment. Flexible working hours. On-the-job training. Relaxed atmosphere. Casual work attire. Assist and support the Office Manager and financial advisor. Answer client calls and respond to client requests, routing c...

a month ago seen See more...

Client Services Assistant- Part Time

Target Hunger

Houston, TX

Up to $16 an hour

Reliable, consistent, on-site attendance is a requirement. This position requires punctuality and dependable attendance to meet the needs of the business, including attending and participating in meetings and presentations. Learn...

a month ago seen See more...

Administrative Assistant, Client Services

Jams, Inc.

Irvine, CA

$45.8K - $58K a year

Provides professional concierge-level Client Services (client and neutral check-in, room assignments, front desk logistics and responsibilities). Moderates virtual and hybrid hearings, answers phones, and routes inquiries. Coordin...

2 months ago seen See more...

Administrative Assistant - Client Services

Christopher Homes

Henderson, NV

From $23 an hour

Provide administrative support to the Director of Client Services. Completes a broad variety of administrative tasks for the Client Services Department including: managing a calendar of appointments; completing expense reports; co...

2 months ago seen See more...

Global Client Strategy, Assistant

Creative Artists Agency

Los Angeles, CA

Administrative duties include coordinating meetings and schedules, planning travel, preparing expense reports, phones, and producing correspondence. Tracking complex client projects, reporting on status as needed. Create and maint...

2 months ago seen See more...

Sales Assistant - Medical Equipment Brokerage Coordinator

Oem Medical Solutions, Llc

Baltimore, MD

Support Sales team with Equipment Brokerage through all phases of the brokerage process. Implement and maintain effective inventory control systems to track and manage Medical Equipment. Ensure proper organization of medical equip...

2 months ago seen See more...

Client Excellence Assistant (Level 3)

Ws Audiology Americas

Palm Beach Gardens, FL

$22 - $23 an hour

Performs outbound calls to digital leads, clients due for a new hearing evaluation, cancelled and no-show appointmentsand other lists as assigned. Performs follow up calls after marketing pieces and unconverted opportunities..Quic...

2 months ago seen See more...

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