Customer Service Executive Salary at Ewings BETA

Job Description Job Description Job Title: Client Service Associate Purpose: Client Service Associates (CSA) support the Wealth Advisor by building relationships with each client to deliver a Raving Fan experience. CSA’s will manage and maintain accurate client accounts at the custodian, process fund transactions, and support clients with online systems. They will handle client inquiries, prepare and review documentation, and provide support to the advisory team with tasks such as document preparation, administration and scheduling Goal Review and Risk Audit meetings, client fund transactions, and fielding incoming calls. The Client Service Associate will also assist in issue and discrepancy resolution, ensuring compliance with regulatory requirements, and staying informed of industry best practices to promote operational efficiency and deliver a client experience above and beyond expectations. Job Responsibilities: Onboard, maintain, and offboard clients, accounts, and client relation

About FlourishFlourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We offer comprehensive wealth management services that seamlessly integrate life planning with financial planning, with a focus on impact and sustainable investing. As fiduciaries, our team is dedicated to prioritizing our clients' best interests, guiding our decision-making process, and fostering a culture of long-term, caring, and trusted relationships.At Flourish, we are committed to continuous learning, personal development, and team building. We engage an external professional to help us understand our individual strengths, enhance our communication skills, and leverage those individual strength to enhance our team-oriented culture.Job DescriptionDo you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment, and committed to exceeding client expectations? Would you be excited to joi

Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal goals. In 2020, we transitioned to 100% virtual. Through providing personalized benefits solutions, you'll be the architect of your client's security tomorrow. In this role, you can expect to: •Converse virtually with clients, weaving financial strategies that empower. •Cultivate client bonds that stand the test of time. •Ride the crest of industry trends, fortifying your knowledge. •Work alongside a dynamic remote team, where collaboration is the heartbeat of success. Company Highlights: •Voted #24 Happiest Company to Work For •Rated A+ Superior by A.M. Best for financial strength •Parent company Globe Life has more policyholders than any insurance company in the world What We Offer: •Work virtually, from anywhere •Comprehensive training provided •A fun, energetic, and positive team environment •Rapid career gr

At Allianz Life, we are guided by our mission we secure your future and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity. What you do: You will be a primary point of contact and provide proactive communication and education for FMO sales teams and producers. Provide subject matter expertise and independently manage service requests, exception/accommodations requests, complex situations and elevated service concerns on a broad range of cross functional operational issues. Influence business results through strong relationships, communicating operatio

About Flourish Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We offer comprehensive wealth management services that seamlessly integrate life planning with financial planning, with a focus on impact and sustainable investing. As fiduciaries, our team is dedicated to prioritizing our clients' best interests, guiding our decision-making process, and fostering a culture of long-term, caring, and trusted relationships. At Flourish, we are committed to continuous learning, personal development, and team building. We engage an external professional to help us understand our individual strengths, enhance our communication skills, and leverage those individual strength to enhance our team-oriented culture. Job Description Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment, and committed to exceeding client expectations? Would you be excited to

We’re currently seeking a General Manager to join our team! This role will work closely with our Operations leadership team and leverage experience in people and business management. This position is an integral part of driving culture, values, and operating standards while building a strong team and driving results. What you will do: Complete Mister Car Wash’s Operations Leadership Program, including on-the-job training and online course work, with oversight and mentorship from the Certified Trainer Work closely with store management and team members to ensure the location consistently delivers an exceptional customer experience and a clean, dry, and shiny car Provide training, onboarding, and performance evaluations for store management and team members in partnership with the Certified Trainer Monitor daily operations and maintain Mister Car Wash’s brand standards of quality, speed, throughput, facility cleanliness, and customer service Execute administrative duties, including finan

COMPANY INFORMATION Delta Dental of Minnesota is proud to be the largest regional provider of dental benefits, serving over 7,000 Minnesota and North Dakota- based purchasing groups and 4.5 million members nationwide. We aim to provide a work environment that engages each individual while encouraging growth and professional development. We are proud to be named a Top Workplace employer for several years and take pride in our team members for building a reputation. GENERAL SUMMARY This position is on-site (Bemidji, MN or Minneapolis, MN), remote (must reside in Minnesota), or hybrid (combination). A Customer Service Agent (CSA) is responsible for providing customer service while successfully managing a large volume of inbound telephone calls; including following communication scripts while navigating a computer, handling various topics, and serving as a liaison between our company and its customers. The CSA will combine excellent customer service and problem-solving skills, and work bot

About Flourish Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We offer comprehensive wealth management services that seamlessly integrate life planning with financial planning, with a focus on impact and sustainable investing. As fiduciaries, our team is dedicated to prioritizing our clients’ best interests, guiding our decision-making process, and fostering a culture of long-term, caring, and trusted relationships. At Flourish, we are committed to continuous learning, personal development, and team building. We engage an external professional to help us understand our individual strengths, enhance our communication skills, and leverage those individual strength to enhance our team-oriented culture. Job Description Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment, and committed to exceeding client expectations? Would you be excited to