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CLIENT SERVICE ASSOCIATE - LIFE AND RELATED INSURANCE (IN OFFICE - NYC)

Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets. Performs...

CompanyNfp
AddressNew York, NY
CategorySales/marketing
Job typeFull-Time
Date Posted 3 weeks ago See detail

Client Service Associate - Life and related insurance (In office - NYC)

Nfp

New York, NY

Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets. Performs...

3 weeks ago seen See more...

Client Services Account Manager

Passtime

Littleton, CO

Manage and support of assigned accounts. Contact assigned accounts at least once every 30 days (Phone/Email). Conduct 10-20 outbound phone calls daily. Support assigned accounts in support of the sales agent; manage reports on inv...

3 weeks ago seen See more...

Client Service Trainee

Eci Management

Huntington, IN

$700 - $1,100 a week

Redefine relationships with our new and existing customers, provide insight, and answer questions, creating ultimate brand loyalty and customer retention. Educate oneself and become the expert in clients products and services to...

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Client Services Specialist

Competitive Edge Physical Therapy, Inc

San Jose, CA

Act as the primary contact for new and existing clients at the front desk and via phone, delivering exceptional service that reflects our clinics core values. Manage incoming calls from new leads with the goal of securing evaluat...

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Client Services Specialist

Linden Thomas & Company

Charlotte, NC

$45,000 - $50,000 a year

Modern office setting. Food provided. Modern office setting. Growth opportunities. 401(k). 401(k) matching. Dental insurance. Health insurance. Paid time off. Vision insurance. Bonus opportunities. 8 hour shift. Charlotte, NC 2820...

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Client Service Associate

Morling Financial Advisors

Fremont, CA

$65,000 - $80,000 a year

Assist with all non-advisory questions and paperwork, including processing forms and applications for investment accounts and related forms for business transactions. Quality check and submit signed paperwork to custodian for proc...

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Client Service Associate

Lp Solutions Llc

Garden Grove, CA

$750 - $1,300 a week

We are a diverse and inclusive team that pushes ourselves and those around us to develop personally and professionally. We promote exclusively from within and do not outsource new management. We show employee appreciation by hosti...

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Client Service Manager Trainee - Achieve July 2024

Gallagher

Rockford, IL

$43.1K - $54.6K a year

Work cross-functionally to provide exceptional service to various internal and external clients Support workflow processes by creating documents, certificates, and reports using innovative systems and resources Contribute to our g...

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Manager, Client Services

Rxbenefits, Inc.

Remote - Oregon, United States

Supervises, plan, forecast and manages functions related to Client Service work area. Oversees and directs the day-to-day activities of Client Service Associates. Manages, analyzes, improves, and maintains service procedures, poli...

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Receptionist/Client Services

Enders

Millersville, PA

$16 - $20 an hour

Answer and direct phone calls with professionalism and urgency, setting a warm, positive tone for our clients' interactions with us. Greet and assist visitors arriving in the office, referring them to the appropriate person or dep...

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Treasury Client Service Specialist- Mesa, AZ (Hybrid Schedule)

Zions Bancorporation

Mesa, AZ

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Handlequestions or problems relate...

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Client Service Representative

Printing Industries Association Inc.

Brea, CA

$22 - $25 an hour

Communicating frequently with clients/sales team/vendors on order updates, concerns, and suggestions. Downloading and processing purchase orders via multiple channels (email, order form, web store, phone). Setting up and maintaini...

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Client Service Associate - Hybrid Remote

Clearstead Advisors Llc

Cleveland, OH

$57.9K - $73.4K a year

Oversee client interaction act as a conduit between client and Private Client Group operations; create business plans with Managing Director geared toward client growth and development; build relationships with clients by proact...

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Client Service Trainee

Elite Vision Solutions

Cleveland, OH

$38,525.11 - $46,395.83 a year

Learn and Understand Products/Services: Gain a deep understanding of our products/services to effectively assist clients and provide accurate information. Client Communication: Develop strong communication skills to interact with...

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Client Services Rep (Entry Level CSR)

North Shore Executives

Hackensack, NJ

$55,000 - $75,000 a year

Employee discount. Health insurance. Parental leave. Bonus opportunities. 8 hour shift. Monday to Friday. Customer Service: 1 year (Preferred). Driver's License (Preferred). Hackensack, NJ: Relocate before starting work (Required)...

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Client Service Team Lead - Employment Tax

Adp

San Dimas, CA

Monitors and inspects associates work for accuracy and timeliness. Oversees the day-to-day activities of associates and achievement of service level metrics.. Ensures adequate coverage and controls workflow in order to successfull...

3 weeks ago seen See more...

Client Service Associate

Henssler Financial

Kennesaw, GA

$49.5K - $62.7K a year

Manage all custodial paperwork. Account setup and completion of new client checklists. Assist in handling leads and contracts. Perform online filing to SharePoint sites and handle faxing of documents. Prepare meeting booklets and...

3 weeks ago seen See more...

AVP, Senior Associate, Marketing & Client Service

Ziegler Capital Management, Llc

Chicago, IL

$100,000 - $115,000 a year

Prepare and produce client/prospect deliverables and investment reports, as well as ensure timely, accurate and complete client records, including but not limited to:. Monthly client investment performance reporting. Quarterly cli...

3 weeks ago seen See more...

Pet Host (Client Service Coordinator)

Petsuites

Houston, TX

A passion for animals and animal care, especially dogs + cats. Willing to learn animal behavior to ensure their safety. Focuses on safe and gentle handling. Forceful, aversive, aggressive handling, vocalizing or treatment will not...

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Client Services Associate II

Elevance Health

LAKEWOOD, WA

Responds to client issues via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility, claims, etc. Follows appropriate policies and procedures. Researches and analyzes data to address c...

3 weeks ago seen See more...

Veterinary Client Service Representative

Anicura Group

Palmer, AK

The team at VCA Far Country is fun, hardworking and we strive to take the best possible care of our patients and clients.We are looking for someone who: Is detail oriented and has the ability to own their oversights and mistakes...

3 weeks ago seen See more...

Client Service Representative

Animal Medical Center

Collegeville, PA

Answers telephone calls quickly, efficiently and in a professional and friendly manner. Warmly greets clients and provide exceptional service. Entering new client information into the computer system. Scheduling appointments for e...

3 weeks ago seen See more...

Veterinary Client Service Representative/Receptionist

Vetxpress

Colonial Heights, VA

$29.5K - $37.4K a year

The majority of Medical for individuals and dependents (exact percentages vary by tier of coverage chosen). 75% of premiums for Dental and Vision for individuals and dependents. 100% of premiums for Short-Term Disability and Life/...

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Global Payment Services Client Management Manager

Hsbc

United States

Visibility of and ultimate oversight for all service case activity. Direct accountability and responsibility to field and resolve complex service inquiries Provide regular analysis of client activity and establish a regular cadenc...

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Client Service Associate**

Morgan Stanley

Shrewsbury, NJ

$58.5K - $74.1K a year

Client Service Associate**Job Number: 3249016POSTING DATE: Mar 22, 2024PRIMARY LOCATION: Americas-United States of America-New Jersey-ShrewsburyJOB: Wealth ManagementEMPLOYMENT TYPE: Full TimeJOB LEVEL: Non-ExemptDESCRIPTIONPOSITI...

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IT Client Service Representative

Alberty Group, Llc

Carville, LA

Up to $50 an hour

Responsibilities: . Provide 1 st , 2 nd, and 3rd level technical support to end users by certifying, installing and maintaining desktops, laptops, related peripherals, mobile devices, TOIP phones, video conference systems, corpo...

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Client Services Associate

Allianz Commercial

Missouri, United States

$40,000 - $62,019 a year

Perform the collection activities for open receivables balances, which include both written and verbal communications and working with internal and external customers in order to resolve the open balances. Accurate and timely anal...

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Client Service Representative

Veterinary Surgical Centers

Gaithersburg, MD

$35.2K - $44.6K a year

Answers telephone calls quickly, efficiently and in a professional and friendly manner using a multi-line system Warmly greets clients Prepares patient files Receives and relays client correspondence and updates client financial r...

3 weeks ago seen See more...

Client Service Associate, Wealth Advisory

Glenmede Trust Co

Delaware, United States

$49.7K - $63K a year

Bachelors degree or equivalent experience required. 1+ years of internship, co-op, and/or working experience in Financial Services or related role. Work experience in a fiduciary environment is preferred. Proficiency with Microso...

3 weeks ago seen See more...

Accountant/Client Service (Remote)

Kickstart Accounting, Inc.

Remote

$41.5K - $52.6K a year

A team that focuses on continuous learning & growing. Career progression path that allows you to grow in responsibility and income An opportunity to have your ideas heard & supported by leadership and other team members We hire gr...

3 weeks ago seen See more...

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What are the top cities open Client Service jobs?

There are open Client Service jobs in several cities including Chicago, San Bernardino, Clearwater, New York, Chantilly, Pasadena, San Diego, El Paso, Omaha, Saint Louis, Phoenix, Boston, Milwaukee, Miami, San Antonio,

What companies are hiring for Client Service jobs?

The top companies hiring now for Client Service jobs are Akkodis, Auburn University at Montgomery, BNY Mellon, Burletto, Inc, Burletto, Inc, CSC, FASHIONPHILE, Floyd's 99 Barbershop, Galileo, Global Elite, Texas First Bank . Insurance, Wood Dale Barbeque, Worcester Business Services,

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