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WEALTH MANAGEMENT CLIENT ASSOCIATE

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

CompanyMy Arklamiss
AddressMonroe, LA
CategoryRetail
Date Posted a month ago See detail

Wealth Management Client Associate

My Arklamiss

Monroe, LA

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

Account Associate - State Farm Agent Team Member

Katie Chase - State Farm Agent

Sonoma, CA

Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverage...

Accounting Associate – Part-Time

Species360

Remote

$25 - $27 an hour

Review vendor invoices, enter vendor invoices into QuickBooks, and post them to general ledger. Prepare wire, ACH, bill pay payment transactions in online systems for approval on a weekly basis. Maintain on-line storage of vendor...

Client Account Representative - Healthcare

Fair Health Inc

Remote

$55,000 - $65,000 a year

401(k). 401(k) matching. Dental insurance. Disability insurance. Flexible spending account. Health insurance. Life insurance. Paid time off. Vision insurance. 3 years. 8 hour shift. Day shift. Monday to Friday. No travel. Remote....

Senior Accounting Associate

Aprio

Remote

$75,000 - $110,000 a year

Own accounting and finance process from start to close for dedicated client book (typically start-ups to pre-IPO clients using ERP software) Perform and review month-end close processes including financial statement review & conso...

Registered Client Associate

Highlands Wealth Management Group

Colorado, United States

$70,000 - $90,000 a year

Establish and maintain strong relationships with clients, ensuring their needs are met promptly and effectively. Provide timely and accurate account maintenance, transactions, and other requests as needed. Successfully navigate th...

Registered Client Associate

Continuum Advantage Llc

Colorado, United States

$70,000 - $90,000 a year

Establish and maintain strong relationships with clients, ensuring their needs are met promptly and effectively. Provide timely and accurate account maintenance, transactions, and other requests as needed. Successfully navigate th...

Accounting Associate

Florida State University

Tallahassee, FL

Accurately and timely receipts payments into EMR. Processes necessary reports to ensure funds will be linked to the appropriate account. Reviews and ensures third-party insurance billing service posts payments accurately into EMR....

Client Account Specialist

Uline

Pleasant Prairie, WI

Analyze sales tax exemption certificates for accuracy.. Contact customers if documentation is missing or incomplete.. Apply approved sales tax exemption certificates in our state-of-the-art customized software.. Calculate and proc...

General Accounting Associate - AP

Buildsubmarines.com

United, PA

PRIMARY FUNCTIONS:Under general supervision, this position is responsible for overall processing of incoming accounting information, including but not limited to information supporting Accounts Payable, Accounts Receivable and var...

Client Account Manager & Project Lead

Trupro Elites Llc

Remote

From $42,000 a year

Positive Client Relationships: Successfully fostering long-term relationships, as shown by low churn rates. Effective Team Coordination: Coordinating with the internal team, ensuring all Client Accounts consistently meet their KPI...

Account Associate

Benjamin Moore & Co

Concord, CA

Sell in Benjamin Moore & Co Products, Programs, Promotions & Services. Support local field sales team by calling on small accounts to meet regional sales goals. Assist local field sales team with strategic account tasks. Guide ret...

Director of Client Accounting

Balance Financial Management

Santa Barbara, CA

$120,000 - $150,000 a year

Experience in managing team leads (Controllers & CPAs) and driving progress. This is a great position for someone to whom GAAP is second nature and who is now looking to expand through client advisory services and team engagement....

Account Associate - State Farm Agent Team Member

Taylor Green - State Farm Agent

Austin, TX

$40,000 - $60,000 a month

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Maintain a strong work ethic with a total commitment to succes...

Private Client Account Executive

Brown & Brown, Inc.

Maitland, FL

Rate and prepare quotations as required. Mail Binders and ID cards to insureds. Mail or fax application to company and suspend for receipt of policy. Handle client telephone and mail requests for information, endorsements, cancell...

Accounting Associate - AP

Aventure Staffing

Iowa, United States

Salary depends on experience

Review and process supplier invoices, ensure proper approvals are received and matched to reports. Ensure all invoices are processed on time to obtain maximum discounts. Timely run and review reports and invoices to meet outlined...

Accounting Associate

Duryea & Edwards Cpas Llc

Lake Mary, FL

Obtain primary financial data for accounting records. Compute and record numerical data. Check the accuracy of business transactions. Perform data entry and administrative duties. Determine the required journal entries required an...

Customer Account Associate

Plansource

Orlando, FL

Demonstrate in-depth knowledge of benefits and plan provisions offered by clients within the healthcare insurance space. Respond to customer phone calls and emails regarding system and benefit related questions. Facilitate client...

Account Associate - State Farm Agent Team Member

Armando Guzman - State Farm Agent

Chicago, IL

$40,000 - $60,000 a year

Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

Account Associate - State Farm Agent Team Member

Frank Cooper - State Farm Agent

Chicago, IL

$17 an hour

Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverage...

Account Associate - State Farm Agent Team Member

Sean Kelly - State Farm Agent

Evergreen Park, IL

$55,000 - $75,000 a year

Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

Account Associate - State Farm Agent Team Member

Drew Mormann - State Farm Agent

Willowbrook, IL

$62,000 - $84,000 a year

Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

Account Associate - State Farm Agent Team Member

Freddie Crenshaw - State Farm Agent

Chicago, IL

$60,000 - $80,000 a year

Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

Accounting Associate

Kelly

Moline, IL

You owe it to yourself to consider this great new opportunity.Salary/Pay Rate/Compensation: $17.25/hourWhy you should apply to be an Accounting Associate III: Competitive pay rate of $17.25/hour Opportunity to work with a premie...

Client Associate

Brown Brothers Harriman & Co.

Philadelphia, PA

Coordinate with RM's to ensure that the day-to-day administrative activities of the client base's needs are met to the Family Office's standards. Ensure no call or communication goes unaddressed. Build trust & credibility with cli...

Account Associate - State Farm Agent Team Member

Aubrey Nielsen - State Farm Agent

Remote

$55,000 - $75,000 a year

Establish customer relationships and follow up with customers, as needed. Use your knowledge of State Farm insurance products to recommend, explain and sell policies to both cold and warm leads. Use a customer-focused, needs-based...

Senior Client Accounting Specialist

Key Figures

Remote

$32 - $35 an hour

Meet with potential clients to assess their needs, develop proposals, follow-up as needed. Onboard clients new to the firm, including designing systems, establishing effective communications and workflows, documenting procedures,...

Registered Wealth Management Client Associate

York State Department Of Labor

New York, NY

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

Client Account Representative

Muc Holdings Llc

Mount Pleasant, SC

$36.4K - $46.1K a year

Basic internet and computer knowledge with assorted Microsoft programs.. Strong attention to detail. Proficient typing skills and high level of accuracy. Works with a sense of urgency and ability to meet tight deadlines. Highly or...

Private Client Account Executive & Personnel Lines Manager (Hybrid)

Hub International

Mosinee, WI

Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Our entrepreneurial cul...