Client Assistant Salary at Distinguished Llc BETA

Trust Client Assistant, Senior (Special Needs Solution Team) Seeking a dynamic self-starter to join Comerica's Special Needs Solutions team as a Trust Client Assistant. This team's important mission is to improve the quality of life for special needs trust beneficiaries and their families. While each day is a challenge for individuals with special needs, as a part of this team you can help enrich the lives of our clients. The Trust Client Assistant Sr. on the Special Needs Solutions team plays a vital role supporting our Special Needs Advisors and their books of business. As a Trust Client Assistant Sr., you will work directly with your assigned Trust Advisor, other internal business partners and our clients to complete routine and non-routine administrative tasks. Position Competencies Successful incumbents will focus on effective written communication, problem-solving and organizational skills, successful incumbents must possess appropriate functional and technical skills, accuracy,

Job Description Job Description Client Relations Representative (Entry Level) North, Inc. values results and is committed to becoming the best! We are comprised of motivated, self-directed, competitive, independent, hard-working leaders who love to work together to accomplish team objectives but who pride themselves on individual achievement. We believe that the things in life that are worth having are worth working for. We are passionate about success and about giving back to our community. Right now, we are hiring for an Entry Level Client Relations Representative. We find that candidates with backgrounds in retail, customer service, sales, restaurant, advertising, public relations, and hospitality make easy transitions into this position. This job involves face-to-face sales interactions with customers. We are looking for individuals who are interested in growing and developing within a company and have the leadership skills for rapid advancement. This role involves one on one sales

As a Client Assistant, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. May schedule client appointments and/or conference room for appointments. Understand and ensure business adherence with firm and financial industry regulatory policies. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the clien

Description We are excited to welcome dedicated professionals who have a strong background in customer service and a genuine desire to provide exceptional support to both prospective and existing clients. As a Client Assistance Coordinator, you will play a key role in helping potential clients understand the advantages of our programs and guide them in selecting the best plan upgrades. Your responsibilities will also include delivering exceptional service to our current clients by addressing their billing questions, updating benefit packages, and offering valuable recommendations. The ideal candidate will have experience in customer service or sales, along with strong communication skills. You will be responsible for managing client relationships to ensure their satisfaction, fostering open communication, and contributing to our ongoing progress. What We Offer: Flexible Remote Work: Enjoy the convenience of working from home, with occasional in-person meetings. Thorough Training: Recei

Description We are excited to welcome dedicated professionals who have a strong background in customer service and a genuine desire to provide exceptional support to both prospective and existing clients. As a Client Assistance Coordinator, you will play a key role in helping potential clients understand the advantages of our programs and guide them in selecting the best plan upgrades. Your responsibilities will also include delivering exceptional service to our current clients by addressing their billing questions, updating benefit packages, and offering valuable recommendations. The ideal candidate will have experience in customer service or sales, along with strong communication skills. You will be responsible for managing client relationships to ensure their satisfaction, fostering open communication, and contributing to our ongoing progress. What We Offer: Flexible Remote Work: Enjoy the convenience of working from home, with occasional in-person meetings. Thorough Training: Recei

Job Description Job Description We are seeking an enthusiastic and dynamic individual to join our team as a Retail Marketing and Promotions Client Relations Representative. In this role, you will play a vital role in building and maintaining strong relationships with our clients in the retail industry, ensuring their marketing and promotional needs are met with excellence. Key Responsibilities: Cultivate and maintain positive, long-lasting relationships with our retail clients by engaging with them face-to-face. Oversee the execution of retail marketing and promotional campaigns to drive sales revenue, ensuring success and building relationships with key personnel at retail locations. Act as the primary point of contact for client inquiries and concerns, ensuring timely and effective communication. Gain an in-depth understanding of each client's unique needs and goals. Execute retail marketing and promotions in big box retailers for assigned clientele Stay up-to-date with the latest tr

Job Description Job Description We are seeking an enthusiastic and dynamic individual to join our team as a Retail Marketing and Promotions Client Relations Representative. In this role, you will play a vital role in building and maintaining strong relationships with our clients in the face to face retail industry, ensuring their marketing and promotional needs are met with excellence. Key Responsibilities: 1. Client Relationship Management: Cultivate and maintain positive, long-lasting relationships with our retail clients. Act as the primary point of contact for client inquiries and concerns, ensuring timely and effective communication. Gain an in-depth understanding of each client's unique needs and goals. 2. Retail Marketing and Promotions Expertise: Execute retail marketing and promotions in big box retailers for assigned clientele Stay up-to-date with the latest trends and strategies in retail marketing and promotions. Provide expert guidance to clients on developing effective ma

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking a Commercial Lines Client Assistant to join our growing team in Rochester, NY The Commercial Lines Account Service Representative is responsible for providing comprehensive administrative and customer service support for commercial insurance clients. This role involves working closely with account managers, underwriters, and clients to ensure the smooth handling of policy renewals, endorsements, billing inquiries, and claims. How You Will Contribute Issue renewal certificates along with daily certificates requested. Issue within 24 hours of request, unless carrier approval required. Order Loss Runs for upcoming renewals per the Account Managers requests. Prepare exposure summaries when requested. Issue Change Requests and Auto ID Cards using carrier website when applicable Bill and process endorsements within 5 days of rece