Client Services Salary at Elm3 Financial Group Llc BETA

Rockstar is recruiting for a boutique wealth management group based in Alpharetta. The firm has been helping clients for almost two decades using their proprietary planning process. The founders of the firm have been covered extensively in both local & national media & they are now looking to grow their Alpharetta-based team. The firm is seeking a Client Service Associate to join our team located in Alpharetta, GA. This role is integral to their team, and the successful candidate will be responsible for providing high quality service to clients and ensure client priorities are executed accurately. Responsibilities: •Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.). •Research client and security information through the back-office system. •Complete and process paperwork for new and existing clients, such as (but not limited to) Investment Management Agreements, Annuity Application

Marquee Insurance Group is a commercial insurance company specializing in transportation. We are committed to constantly improving our processes to make our client’s experience better every day. We believe that providing a fun culture and the opportunity for growth creates an energetic and happy employee base, which in turn creates a positive experience for our clients. Our culture is unique and innovative, where we promote from within and believe in performance-based advancements. MIG has been recognized on the Pacesetters list as one of the fastest-growing private companies by the Atlanta Business Chronicle MIG has been recognized as a “Top Workplace” by the Atlanta Journal-Constitution As an Operations Specialist, you will be responsible for maintaining client relationships in the Operations department. This position will be responsible for communicating with clients, teammates, and insurance companies to provide superior customer service. You will answer client inquiries, research

POSITION SUMMARY: Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. We are seeking both Registered and Non-Registered Client Services Associates for our branches. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Onl

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The primary job function of this position is to support the clerical, administrative process, and management of the Broker's book of business for both renewals and new business. How You Will Contribute Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property. Work with Broker, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws. Provides full assistance and support within the Department. Provides day-to-day account management on acco

Location: Alpharetta, GA Department: Client Services Reports To: Director of Client Services Salary: $60,000 plus commission opportunity based on performance Job Overview: Are you looking for an opportunity to be part of something bigger than yourself, something challenging, exciting, and a place where you can truly make a difference? Putting people to work is one of the most important roles one can perform. Here at Synergis, that's what we do. We make a major impact in people's lives by helping them find work with well-respected companies. We are seeking a driven and enthusiastic Client Services Representative (CSR) to join our growing Client Services team. The CSR will be responsible for identifying and creating new qualified sales opportunities through outbound activities, prospecting, and engaging with potential clients. This role is ideal for a self-motivated individual who thrives in a dynamic and goal-oriented environment and wants to develop a career in sales. To succeed in thi

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The primary job function of this position is to support the clerical, administrative process, and management of the Broker's book of business for both renewals and new business. How You Will Contribute * Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property. * Work with Broker, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws. * Provides full assistance and support within the Department. * Provides day-to-day account management

Client Service Associate We are looking for a Client Service Associate to join our team located in Alpharetta, GA. This role is integral to our team, and the successful candidate will be responsible for providing high quality service to clients and ensuring client priorities are executed accurately. Skills & Experience Needed: 2-5 years in Financial Services, required Bachelor’s degree in finance or related field, required Experience using Customer Relationship Management software, required Desire to be part of a team that is living with purpose, love to support others Care about serving people and the client experience is where you shine High character and integrity, trustworthy Alignment with organizations or groups whose mission is to serve others Clear and effective communication in person or over the phone Desire to know details and leave no stone unturned when gathering information Systematic in your approach; you weigh the pros and cons and prioritize as a strategy Task-driven a

Position Summary The EbixExchange Client Services Tech is responsible for maintaining product configurations for Insurance carriers on the platform. The team also works with user groups to resolve questions, assess needs and recommend changes, prepare specifications for system changes, execute product and content changes, and perform unit/release testing and quality assurance functions. Daily duties for the Client Services Tech include but are not limited to server maintenance, design, programming, project coordination, integration, release tracking, and bug tracking. Position Responsibilities * Identifies client requirements, defines scope of project and timeframes for completion, develops specifications and prepares necessary documentation * Translate user requirements into Software Design Documents * Unit test product changes * Perform data research and analysis to ensure client data accuracy * Schedule client implementations * Carry out product maintenance for new and existing prod