Client Service Salary at Banfield BETA

A large securities firms and investment banking client is looking to hire a Registered Client Associate to join their team in Lake Oswego, Oregon. This person will support Financial Advisors and senior level management and needs to be licensed! Responsibilities include, but are not limited to: Provide sales and administrative support to customers and Financial Advisors Maintain client account information and assist Financial Advisors with special projects as needed Coordinate and prepare for client review meetings and set up new accounts Organize and maintain calendar and meeting schedule Process invoices, check requests, and expense reports Research and arrange detailed travel plans: prepare travel itineraries and compile all documents and information needed for travel and appointments Interact with customers both in person and on the phone Prepare correspondence, presentations, and reports Follow up on deadline-driven tasks and issues Answer phones and take detailed, accurate message

Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue benchmark expectations. This role reports directly into either the Branch Client Service Director or the Bra

Job Description Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. Our Lake Oswego office has an immediate need for a Registered Client Service Associate to support Financial Advisors and senior level management. Responsibilities include, but are not limited to: Provide sales and administrative support to customers and Financial Advisors Maintain client account information and assist Financial Advisors with special projects as needed Coordinate and prepare for client review meetings and set up new accounts Organize and maintain calendar and meeting schedule Process invoices, check requests, and e

Receptionist The Receptionist is responsible for answering and screening in-coming telephone calls and always ensuring proper front office coverage. This role is responsible for greeting visitors, the preparation of facilities for in-house meetings, sorting mail, arranging conference and video calls, and reviewing and monitoring the company calendar. The Receptionist also responsible for providing administrative support to the investment staff, including word-processing, report production, and coordinating and maintaining company files. The Receptionist shall maintain contacts and calendars within the company's customer relationship management system (CRM). The Receptionist in Portland reports to the Administrative Manager. Required Skills: Strong interpersonal and organizational skills Professional telephone and email etiquette and the ability to interact with visitors Accuracy and excellent attention to detail in message taking Ability to prioritize tasks and manage multiple concurre

JOB TITLE : Client Service Coordinator FUNCTION, FAMILY : Service Operations (Pet), Hospital Operations (Pet) REPORTS TO : Practice Manager 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. 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 a productive a nd efficiently run ho

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. 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 and exceptional servic

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, e

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. 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 and exceptional service at all times. Thi