Client Services Salary at American Name Services Inc BETA

Job Description Job Description Job Summary We have an exciting opportunity in our growing company. We seek a motivated and detail-oriented Client Services/Transfer Specialist to join our dynamic team. The ideal candidate will excel in a fast-paced environment, demonstrating strong customer service skills while managing various tasks and responsibilities. This role is essential in supporting the financial advisors and our clients. Allen Financial, based in Murray, Utah, provides specialized financial services with a focus on retirement planning and wealth preservation. Responsibilities Update and keep track of all pending accounts. Review applications submitted and upload them to the client's CRM and cloud file. Review the transfer forms and ensure that the correct account number is listed. Also, confirm that we have a signature on all submitted transfer forms Schedule conference calls with clients to liquidate and prepare their funds. Follow up with the transfer company for updates on

Duration: 12 + Months contract Job Description: Estate & Inheritor Services is a specialized team within Client designed to assist with the processing of client accounts during the Inheritance process. The Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Wealth Management Clients, Financial Advisors, Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. Additionally, the Associate will work closely with branches and other internal departments, provide support through various internal applications, and process paperwork in a virtual branch environment. Responsibilities: · Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills · Proactively communicating with clients by phone and / or email in order to provide a high level of service, transparency, and em

What you'll bring to the team... Education: * High school diploma or equivalent Work Experience: * 1 year Minimum related work experience

Are you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to work with, learn from and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions team is seeking a Client Service Associate to help provide exceptional client service and guidance, as well as serve as operational and sales support to both new and existing clients and Financial Advisor teams. Position Overview: The Client Service Associate is responsible for understanding firm policies, procedures, and digital tools to best support new and existing clients. You will work alongside Financial Advisors to provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide guidance to clients as they navigate their finances. The ideal candidate enjoys connecting with people and will be able to provi

Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Description - External ESSENTIAL RESPONSIBILITIES AND TASKS Live and exemplify the Five Principles of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. Maximize the number of pets seen by the hospital team through through a productive and efficiently run hospital to support the needs of our wellness plan clients. Provide professional, efficient

Job Opportunity: Customer Support Representative/Account Representative-Sr Location: South Jordan UT Pay Rate: $20-21.99/hour Work Schedule Overview: Remote Start: Kick off your journey with us from home! All classes and training sessions will be held remotely for 4-5 weeks starting after the New Year. In-Office Experience: Once training is complete, your role will transition to 5 days per week in-office, fostering collaboration, hands-on experience, and strong team bonds. Hybrid Work Flexibility: After 6 months of service, enjoy a hybrid schedule that balances in-office and remote work—3 days in-office and 2 days from home—for greater flexibility and convenience. Job Responsibilities for Client Support Service Professional: Provide exceptional support for Morgan Stanley clients through incoming calls, addressing service inquiries with accuracy and efficiency. Assist with Cash Management products, online account access, mobile app usage, and general financial questions. Deliver world-c

Job Description Job Description Job Duties Client Service Representative Our expectation is for a client Service representative is to be the joyful face of the Bark City Veterinary Specialists Enthusiasm is the key to this position Deep desire to coordinate and achieve Client satisfaction Desire to maintain smooth communication between client and clinician for seamless transactions Caring instinct with client and patient as central priority-innate emotional intelligence Desire to master skills related to communication and logical problem solving Answer incoming client communications (phone, email, text) Greeting clients and guiding clients to exam rooms Schedule appointments Coordinate and document doctors’ schedules on EZ VET Facilitate communications between client and clinicians Facilitate conversations regarding estimates and invoices Processing payments and deposits for procedures Facilitate intake of patients on surgical day with help of nurses Coordinate and procure signatures f

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S.-all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in six Canadian provinces and Europe. PCG offers clients a multidisciplinary approach to meet challenges, pursue opportunities, and serve constituents across the public sector. To learn more, visit www.publicconsultinggroup.com . **Duties and Responsibilities** + Supports customer service and operations for clients: + Responsible for initiative planning and ongoing client relationship management + collaborates with external vendors, external consultants, consulting team members, and/or other staff as required in support of initiatives. + Respons