Client Service Associate Salary at E ^ 2 Retirement Consulting Llc BETA

POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on cli

POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on cli

Company Description Job Description CSR ABOUT THE JOB You got game? You got spring in your step? You want the best job in the world! Imagine yourself with a job with flexible hours, competitive pay, a fun environment, did we mention flexible hours? That's right, we live to beat the rush and make it possible to make, bake or take pizzas during the hungry hours of the day and night, part or full time. You'll have plenty of time left over for school, hanging with your friends, or whatever. Sound good? Even if you just need a second job for some extra cash, Domino's Pizza is the perfect place for you. We are searching for qualified customer service reps - the people who answer the phone and make pizzas with personality and people skills. We're growing so fast it's hard to keep up, and that means Domino's has lots of ways for you to grow (if that's what you want), perhaps to management, perhaps beyond. Whether it's your hobby, main-gig, or supplemental job, drop us a line. We're bound to ha

Company Description Expert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase their profitability. Established in 2010, Expert Institute has supported over 5,000 firms nationwide across all areas of practice. We connect litigators with top industry experts, innovative litigation research, physician consultations, and comprehensive due diligence — all delivered through our SaaS platform, Expert iQ. Leveraging proprietary data and analytics, we give plaintiff firms a winning edge. About the Role As a Client Services Associate, you'll be a crucial link between Expert Institute and our attorney-clients, directly impacting case outcomes through expert witness selection and strategic consulting. This role combines legal analysis, client service, and project management in a fast-paced, technology-driven environment. Key Responsibilities Strategic Client Partnership Lead comprehensive case intake conversations with att

Job Description Job Description CUSTOMER SERVICE AND SALES REPRESENTATIVE The Representative performs many different duties at Cedar Gill including customer service, upselling products and services, troubleshooting customer issues, and providing sales support. RESPONSIBILITIES Greet customers as they enter. Answer customer questions regarding products and services. Manage the company events, tradeshows, and retail partners effectively. Maintain customer information and confidential documents. Assist sales team with new product launches and promotions. QUALIFICATIONS Bachelor's degree preferred, high school diploma required One to three years of customer service experience Quick learner ready to assist on new projects NECESSARY SKILLS Customer service skills Effective communication Organization PREFERRED SKILLS Closing skills Cross-selling and identifying customer needs Basic marketing knowledge ABOUT CEDAR GILL Cedar Gill is a fast-paced client services office full of enthusiastic and

About Rotech Rotech Healthcare Inc. is a national leader in providing ventilators, oxygen, sleep apnea treatment, wound care solutions, diabetic solutions and home medical equipment. We help patients lead a more comfortable and productive life by keeping them engaged in their care and empowering them to manage their health and treatment at home. Rotech provides high quality medical products, services and outstanding customer care through hundreds of locations across 45 states. For additional information, visit our company homepage Rotech.com Overview and Responsibilities Job Summary We are seeking a dedicated Process Customer Service Representative to join our team. In this position, you will provide support to the customers of the Support Center (patients, referral sources and employees) by performing tasks related to patient care and third party reimbursement. Primarily responsible for new order intake to encompass accuracy with clinical, billing and care related information and proc

OVERVIEW: Rotech Healthcare Inc. is a national leader in providing ventilators, oxygen, sleep apnea treatment, wound care solutions, diabetic solutions and home medical equipment. We help patients lead a more comfortable and productive life by keeping them engaged in their care and empowering them to manage their health and treatment at home. Rotech provides high quality medical products, services and outstanding customer care through hundreds of locations across 45 states. For additional information, visit our company homepage Rotech.com JOB INFORMATION: Job Summary We are seeking a dedicated Process Customer Service Representative to join our team. In this position, you will provide support to the customers of the Support Center (patients, referral sources and employees) by performing tasks related to patient care and third party reimbursement. Primarily responsible for new order intake to encompass accuracy with clinical, billing and care related information and processing. First li

A Client Service Associate job in Milwaukee, WI is available through Accelerate Professional Talent Solutions. This is a fully onsite role in downtown Milwaukee in a small team-oriented office environment that is newly created due to company growth. This role requires candidates to have 4+ years of strong client service experience and excellent communication skills. In this position, you will have direct contact with clients for client service needs, assist in onboarding new clients, prepare investment agreements and documentation, and maintain client accounts. This position will also support Advisors with material prep and money movement, ensure efficiencies of current processes, and assist with all other administrative duties as needed. This is a full-time, direct hire position with that offers a very competitive salary, plus bonus, and benefits package. Client Service Associate job responsibilities include: • Serve as client contact for client service needs. • Assist in onboarding n