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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 18 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...

18 hours ago seen

Remote Client Care Counselor

Lifeworks

Remote

$57.5K - $72.8K a year

Provide telephonic clinical assessments, short term problem solving & referrals to EAP users across the country Conduct Problem Gambling assessments & referrals on several state-specific Problem Gambling Help Lines Participate in...

2 days ago seen

Remote-Bilingual Client Support Associate- Chinese(Night Shift 11pm-8am) New

Firstrade Securities Inc.

Remote

$23 - $25 an hour

Daily interaction with customers by responding to inbound email and phone calls regarding investment information and services as needed. Provides exceptional customer service by meeting all customer demands as they relate to relat...

20 hours ago seen

Part-time Client Services Associate (Remote, California-based) New

Modern Wealth Collective

California, United States

From $25 an hour

Series 6 & 63/65 or 7 & 66 preferred. Redtail CRM Experience preferred. You are willing to fully adopt and champion the Modern Wealth Collective brand internally and externally. You understand the value of building long-term rela...

20 hours ago seen See more...

Client Relations Work from home / Remote Appointment Setter - Finance

Fingroup United

Dallas, TX

Scheduled appointments via appropriate systems and strategies. Obtain customer information and set sales appointments. Check for available appointment times and book appointments in a computerized system. Setting appointments for...

4 weeks ago seen See more...

Senior Client Relations Administrator (Remote)

Broadridge

New York, NY

$35 - $47 an hour

Build and maintain relationships with client contacts Work with DocuBuilder client base to efficiently onboard, update & understand all documents for client Provide timely and accurate updates to clients regarding ticket status, d...

a month ago seen See more...

Client Relations Manager - 100% Remote

Radian

Sylvania, PA

$76,320 - $125,300 a year

Proactively manages loan acquisition pipeline from loan submission through purchase to ensure SLAs are met and issues are resolved in a timely manner. Communicates regularly with Sellers regarding statuses of loan files in process...

2 months ago seen See more...

Business Applications Excellence Manager - Client Relations Center

Cartier

Dallas, TX

Key Application Oversight Serve as the first point of contact and coordinator for all members of the CRC when they encounter technical issues or have inquiries about digital tools best practices. Master a strong knowledge of C...

3 days ago seen See more...

Client Relations Specialist

Firstservice Residential

New York, NY

$105,000 - $115,000 a year

Responding to clients' questions and providing helpful feedback and suggestions within Financial Management area. Participate in and lead Client meetings. Review and reporting of Capital Expenditure schedules to ensure that Boards...

3 days ago seen See more...

Fully Remote - Client Services Representative

Global Elite Texas

Wichita, KS

Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're looking for enthusiastic, self-d...

6 days ago seen See more...

LSAA Client Relations Director

Life Skills Autism Academy

Mesa, AZ

Build a broad referral base to champion Life Skills Autism Academy's growth. Call and visit potential referring providers including, but not limited to: Pediatricians. Neurologists. Licensed Psychologists. Case Managers. Speech Th...

7 days ago seen See more...

Client Relations Specialist - CA EOR

Maxim Healthcare Services

Fresno, CA

Maintains the confidentiality of program participants. Completes the consumer admissions/intakes as directed by the management team. Completes quarterly customer service calls. Attends consumer service planning meetings as instruc...

7 days ago seen See more...

Senior Advisor, Employee Relations (REMOTE)

Becton Dickinson

Remote

Works collaboratively with and provides day-to-day coaching and Employee Relations advice to Senior Business Unit, Functional and Regional leaders, managers, HRBPs, and associates.. Reviews and assists managers in reviewing corre...

5 days ago seen See more...

VP, Trade Relations (Remote)

Mha

Parsippany, NJ

Adheres to all company policies and procedures, including, but not limited to, those identified within the Standards of Business Conduct and the Employee Handbook, as may be amended occasionally. Adheres to all applicable laws and...

a week ago seen See more...

Client Relations Specialist (NYC)

York State Department Of Labor

New York, NY

Market Exposure Chance to speak to high-end clients and shareholders regarding upcoming campaigns that include mutual funds, equity firms, investment firms and more. Opportunity Foot in the door with reputable firm in the inve...

2 weeks ago seen See more...

Client Relations Specialist (NYC) - Now Hiring

Teksystems

New York, NY

$18-$19 per hour

Market Exposure Chance to speak to high-end clients and shareholders regarding upcoming campaigns that include mutual funds, equity firms, investment firms and more. Opportunity Foot in the door with reputable firm in the inve...

2 weeks ago seen See more...

Senior Corporate and Foundation Relations Officer *Remote*

Providence Health & Services

Anchorage, AK

United States, Alaska, Anchorage

Bachelor's Degree or equivalent educ/experience. 5 years demonstrated experience and success in program development and grant writing. 3 years experience in communicating with diverse health care constituencies, including physicia...

2 weeks ago seen See more...

Senior Corporate and Foundation Relations Officer *Remote*

Providence Health & Services

Portland, OR

United States, Oregon, Portland

Bachelor's Degree or equivalent educ/experience. 5 years demonstrated experience and success in program development and grant writing. 3 years experience in communicating with diverse health care constituencies, including physicia...

2 weeks ago seen See more...

Senior Corporate and Foundation Relations Officer *Remote*

Providence Health & Services

Albuquerque, NM

United States, New Mexico, Albuquerque

Bachelor's Degree or equivalent educ/experience. 5 years demonstrated experience and success in program development and grant writing. 3 years experience in communicating with diverse health care constituencies, including physicia...

2 weeks ago seen See more...

Senior Corporate and Foundation Relations Officer *Remote*

Providence Health & Services

Houston, TX

United States, Texas, Houston

Bachelor's Degree or equivalent educ/experience. 5 years demonstrated experience and success in program development and grant writing. 3 years experience in communicating with diverse health care constituencies, including physicia...

2 weeks ago seen See more...

Senior Corporate and Foundation Relations Officer *Remote*

Providence Health & Services

Renton, WA

United States, Washington, Renton

Bachelor's Degree or equivalent educ/experience. 5 years demonstrated experience and success in program development and grant writing. 3 years experience in communicating with diverse health care constituencies, including physicia...

2 weeks ago seen See more...

Senior Corporate and Foundation Relations Officer *Remote*

Providence Health & Services

Billings, MT

United States, Montana, Billings

Bachelor's Degree or equivalent educ/experience. 5 years demonstrated experience and success in program development and grant writing. 3 years experience in communicating with diverse health care constituencies, including physicia...

2 weeks ago seen See more...

Data Center Technician II - Direct Client - Tacoma, WA - Remote

Ab Ovo Inc.

Santa Clara, CA

Company Description We are a direct supplier to several F500 companies and are looking to fill multiple positions with our customers at this time. Client - Direct client based in Tacoma, WA - Remote Minimum Qualifications: -Requir...

2 weeks ago seen See more...

Public Relations Associate (Remote or Hybrid)

Method Communications

San Francisco, CA

Provide daily support for JAE, AEs and SAEs across all client accounts. Execute and demonstrate Methods Concierge Service Delivery Approach to your clients and teams. Understand key client information including business strategy,...

3 weeks ago seen See more...

Client Services Manager - Remote in Louisiana

Maximus Services, Llc

Virginia, United States

Tuition Reimbursement Program. 401K plan with company matching. Paid Time Off. Employee Assistance Program (EAP) for your well-being. Employee wellness programs and enticing discount programs. Serves as the day to day point of con...

3 weeks ago seen See more...

Client Account Manager - Wellness - Remote

Wellworks

Malvern, PA

Competitive salary. Internal incentive program. Growth opportunities. Comprehensive benefits package - Medical, Dental, Rx, Vision, Life, Disability, Hospital reimbursement plan. 401k with employer match. Employee Assistance Progr...

3 weeks ago seen See more...

Hiring for Provider Relations Consultant in Boston, MA 02109 - Remote

Jconnect Infotech Inc

Boston, MA

Develops and enhances our physician, clinician, community health center and hospital relationships through effective business interactions and outreach. Works collaboratively with Provider Relations Consultants and Supervisor to d...

3 weeks ago seen See more...

Intake Specialist (Client Service Sales) - Remote

Heard And Smith, Llp

San Antonio, TX

$14.50-$16.50 per hour

Fast-paced, professional environment;. Fulfilling, challenging, and rewarding;. Great team environment;. Paid Holidays, Accrued Paid Time Off (FT only);. Great Medical Benefits Package (FT only);. Wellness Program (FT only);. Comp...

3 weeks ago seen See more...

Fully Remote - Client Services Representative

Global Elite Texas

Bakersfield, CA

Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're looking for enthusiastic, self-d...

4 weeks ago seen See more...

Fully Remote - Client Services Representative

American Income Life Ao - Justin Hermann

Ewa Beach, HI

Excellent communication, including active listening and problem solving. Ability to learn, adapt, and adjust on-the-go. Work well with others and independently. Possess a strong work ethic and drive to succeed. Flexible schedule....

4 weeks ago seen See more...

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