Client Service jobs in Marion, IA
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CLIENT SERVICE ASSOCIATE
Complete and process client account paperwork quickly and with as little disruption to the client and advisors as possible. Communicate with the team clearly using proper written and spoken language. Track all open requests closel...
| Company | Basepoint Wealth |
|---|---|
| Address | Cedar Rapids, IA |
| Category | Retail |
| Salary | $35,000 - $45,000 a year |
| Job type | Full-time |
| Date Posted | 2 months ago See detail |
Client Service Associate
Basepoint Wealth
Cedar Rapids, IA
$35,000 - $45,000 a year
Complete and process client account paperwork quickly and with as little disruption to the client and advisors as possible. Communicate with the team clearly using proper written and spoken language. Track all open requests closel...
2 months ago seen See more...
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Client Service Consultant, PC
Hma Group Holdings, Llc.
Cedar Rapids, IA
$55.9K - $70.8K a year
Working accounts start to finish; may have some Client Service Specialist support and/or supporting Client Manager. Prepares certificates, binders, auto ID cards and accident kits. Attend Insurance Carrier Meetings. Order policy c...
2 months ago seen See more...
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