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INVESTMENT OPERATIONS CLIENT SUPPORT SPECIALIST

Process all new account paperwork for CWA recommended investment programs. Process all service requests for existing accounts on CWA recommended investment programs. Manage closing accounts. Serve as onsite point of contact betwee...

CompanyCain Watters And Associates
AddressFrisco, TX
CategoryInformation Technology
Salary$55,000 - $70,000 a year
Job typeFull-time
Date Posted just now See detail

Investment Operations Client Support Specialist New

Cain Watters And Associates

Frisco, TX

$55,000 - $70,000 a year

Process all new account paperwork for CWA recommended investment programs. Process all service requests for existing accounts on CWA recommended investment programs. Manage closing accounts. Serve as onsite point of contact betwee...

just now seen See more...

Outreach Specialist

Family Health Centers Inc

Orangeburg, SC

$37.8K - $47.8K a year

Develop and implement outreach strategies to create awareness of our organization?s mission and activities in the community. Build and maintain relationships with community members, key stakeholders, and partner organizations. Cre...

2 days ago seen See more...

Client Services Specialist - Crisis Center

Sma Healthcare

Daytona Beach, FL

$30K - $34K a year

Career growth and advancement potential Great benefits such as: Health, Dental, Vision, Life, & Disability Insurance Tuition Reimbursement Paid Personal Leave (up to 25 days after 3 years of service) 403b Retirement Plan (matches...

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Outreach Specialist

City Of Mount Vernon, Wa

Mount Vernon, WA

Works primarily with individuals who are generally self-sufficient however reticent to engage in services or are extremely reticent due to untreated behavioral health issues. Provides first response to 9-1-1 police or fire/medical...

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STEM Outreach Specialist, Part-time

York State Department Of Labor

New York, NY

Design and implement hands-on STEM enrichment activities for middle and high school youth to support FIRST Lego League and FIRST Tech Challenge teams, student research projects for various science fairs, and STEM experiences for c...

5 days ago seen See more...

Outreach Specialist, Full-time

York State Department Of Labor

New York, NY

Communicate effectively with youth, their parents, teachers, and administrators.. Recruitment, selection, and onboarding of program participants.. Provide mentorship and guidance for positive youth development.. Illuminate and sup...

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STEM Outreach Specialist, Full-time

York State Department Of Labor

New York, NY

Design and implement hands-on STEM enrichment activities for middle and high school youth to support FIRST Lego League and FIRST Tech Challenge teams, student research projects for various science fairs, and STEM experiences for c...

5 days ago seen See more...

Outreach Specialist. Part-time

York State Department Of Labor

New York, NY

Communicate effectively with youth, their parents, teachers, and administrators.. Recruitment, selection, and onboarding of program participants.. Provide mentorship and guidance for positive youth development.. Illuminate and sup...

5 days ago seen See more...

Student Outreach Specialist

York State Department Of Labor

New York, NY

Responsible for providing outreach and support including phone calls, written correspondence, and home visits to a rotating caseload of absent students (chronically and severely chronically especially) students. Will review attend...

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Outreach Specialist

Innovative Emergency Mgmt

Guaynabo, PR

$56.3K - $71.2K a year

Candidate must live a commutable distance to San Juan, PR. Position will be a fully in office role, we cannot accommodate remote work from home. This position may require travel to complete work assignments or attend meetings. Ser...

5 days ago seen See more...

Bilingual Outreach Specialist

Comcentric

Coachella, CA

Coordinate and initiate outreach and engagement activities in the communities where seniors live to ensure consistent achievement of monthly referral, home visit, and enrollment goals. Identify opportunities to collaborate with co...

6 days ago seen See more...

Community Outreach Specialist - Now Hiring

Upward Health

Bronx, NY

$21.00 to $24.00 per hour

Conduct direct outreach to patients via phone, in-person meetings, mailings, and other strategies. Speak with patients about the role that Upward Health can play in helping them improve their health. Enroll patients into Upward He...

7 days ago seen See more...

Next Gen - Client Support Specialist

Adp

Tempe, AZ

Are you readyto join acompany offeringcareer advancementopportunities throughout your career journey? . Do you want to join a company withaward-winningtrainingandworld-class service guidelinesto help you achieve success,...

3 days ago seen See more...

Next Gen - Client Support Specialist

Adp

Norfolk, VA

Are you readyto join acompany offeringcareer advancementopportunities throughout your career journey? . Do you want to join a company withaward-winningtrainingandworld-class service guidelinesto help you achieve success,...

3 days ago seen See more...

Client Accounting Specialist - Silicon Valley, United States - Fenwick & West LLP

Fenwick & West Llp

United States

Review Client and Matter set up (including rates, discounts, invoice formats and deferrals, etc.) to ensure adherence to engagement letters, billing guidelines, manage to attorney preferences and address any differences timely to...

3 days ago seen

Client Support Specialist (Hybrid)

Bydesign Technologies

Tampa, FL

$17 - $20 an hour

Demonstrating your technical knowledge to enhance customer experience with software technology? Using your communication skills to build client relationships? Working in a fast paced, proactive team environment? A starting hourly...

4 days ago seen See more...

Client Engagement Specialist

Simple Syllabus

Tampa, FL

$50,000 - $65,000 a year

401(k). 401(k) matching. Health insurance. Paid time off. Parental leave. Monday to Friday. Bachelor's (Required)....

4 days ago seen See more...

Client Relationship Specialist

Strategic Wealth Management

Roscoe, IL

From $19 an hour

Document and update customer records based on interactions. Schedule meetings and manage calander. Handle customer inquiries. Provide information about services. Previous experience in Financial services industry. Experience with...

4 days ago seen See more...

client & operations specialist.

Spherion

College Station, TX

$18.00 - $20.00 per hour

Shipping and receiving merchandise daily to provide the biggest inventory options to our client's customers. Bring creative ideas to our team as we often talk about jewelry designs and things we see trending and revisiting the cla...

4 days ago seen See more...

I-Corp Innovator Outreach Specialist

North Dakota State University

Fargo, ND

Join our team!

Bachelor's Degree. Proficient computer skills with Microsoft Office. Good interpersonal, oral & written communication skills. Strong Networking skills. Experience in Customer-Focused Functions. Strong organizational skills. Passio...

a week ago seen See more...

Client Solutions Specialist II, Manheim Express, Greenville, NC & Eastern NC

Manheim

Carolina, PR

$40,400 - $60,600 a year

Locate, start, move, and inspect vehicles on dealers' lots safely. Conduct thorough assessment of vehicle condition following the Manheim Express Inspection process. Verify vehicle identification and enter accurate vehicle informa...

5 days ago seen See more...

Technical Client Support Specialist

North Capital

Midvale, UT

$50,000 - $65,000 a year

Tech Support Ticket Resolution:. Efficiently handle and resolve tech support tickets, providing timely and effective solutions to meet client needs. Document and communicate issue resolutions to ensure a consistent support experie...

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Client Service Solutions, Hedge Fund Services, Northern Trust – Associate Specialist

Northern Trust

Chicago, IL

Unspecified

Client Relationship Management: Foster strong partnerships with clients by understanding their unique needs and advocating for them within HFS.. Regularly engage with clients to discuss operational improvements and enhancements t...

6 days ago seen See more...

Float Spa Team Member (Customer Service / Client Experience Specialist)

East Coast Float Spa

West Chester, PA

$13 - $20 an hour

Ensure clients receive consistently outstanding service that will leave them talking about us in a positive way. Interact with clients in the Front Lobby and in the Post Float Lounge. Up-sell and cross-sell different services and...

7 days ago seen See more...

Community Outreach Specialist

Urgent Care Of Mountain View

Hickory, NC

$20 - $30 an hour

Health insurance. Dental insurance. Vision insurance. Retirement plan. Paid time off. Dependable -- more reliable than spontaneous. People-oriented -- enjoys interacting with people and working on group projects. Achievement-orien...

2 weeks ago seen See more...

Provider and Client Outreach Lead

Grow Therapy

United States

Lead a team of provider & Client Outreach specialists who respond quickly and accurately to questions via chat and email. Act as a key contributor towards large-scale outreach projects which are critical towards stakeholder satisf...

2 weeks ago seen

Outreach Specialist, Violence Interruption

Harris County

Houston, TX

$41.9K - $53K a year

High school diploma or GED, or the ability to obtain within 12 months of hire date. At least six (6) months to one (1) year of experience working with high-risk individuals of diverse backgrounds. Must be considered a credible mes...

2 weeks ago seen See more...

Asst Client Transition Specialist

Principal Financial Group

Des Moines, IA

$20.84 - $39.81 an hour

Administering the member data installation process, setting up records and processing retirements to ensure first payments are made on time. Handling large sets of member data. Serving as the liaison between the Transition Special...

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Housing Outreach Specialist

American Indian Family Center

Minnesota, United States

$42,000 - $47,000 Per Year

Position Description: The Housing Outreach Specialist engages and provides directHousing Outreach services to American Indian individuals and families of the greaterEast Metro Area.Major Areas of Responsibility: This position will...

2 weeks ago seen See more...

Outreach Specialist, Senior

Pge

San Carlos, CA

Become a subject matter expert on assigned gas/electric/vegetation management programs. Understand and review planned work and execute comprehensive customer outreach in coordination with partnering organizations to ensure ample c...

2 weeks ago seen See more...

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