Client Care Specialist Salary at Fastaff Llc BETA

New Home Co. is a new generation homebuilder focused on the design, construction and sale of innovative and consumer-driven homes across major metropolitan areas in Arizona, California, Colorado, Oregon, Texas, and Washington. Our commitment to excellence has earned us industry-wide recognition, including 2019 Builder of the Year by Professional Builder and the fastest-growing private builder in the country by Home Builder Executive in 2024 As a proud recipient of the 2025 USA Today's Top Workplace award, we believe that PEOPLE matter. The strength of our homes is built upon a foundation of focused, energized, and dedicated team members. Our goal is to provide a workplace where you are successful in doing the best work of your life. Join our team, and let's Move Forward together. Check out NWHM's 2023 Corporate Sustainability Report Position Job Title: Customer Care & Office Coordinator FLSA Status: Hourly Non-Exempt Job Location: Office Position Summary This position effectively manag

Summary The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship management and administrative account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Advisors. Essential Duties and Responsibilities Supports the advisors of a large book of business including managing client needs regarding service, administrative tasks and insurance underwriting Manage data and plans in financial planning software Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply Deepen client relationships and establish credibility and rapport both in person and via phone

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly, professional client service while working in a collaborative team. The role also involves learning about investment products and improving internal processes under supervision. Primary Responsibilities: Frequent custodian interaction & paperwork processing. Process account openings, funding, money movements, account maintenance tasks at the custodians. Basic preparation and follow-up for client meetings. Prepare client forms and financial reports in advance of client meetings and ensure follow-through on all action items.

About Us: Prometric is a leading provider of technology-enabled testing and assessment solutions to many of the world's most recognized licensing and certification organizations, academic institutions, and government agencies. We support more than 7 million test takers annually at our testing locations in 180 countries around the world. With over three decades of experience working with clients of all sizes across a multitude of industry sectors, our mission is to design and deliver the highest quality and most innovative testing solutions anytime, anywhere. JOB TITLE: Customer ServiceTest Center Administrator REPORTS TO: Customer Service Test Center Manager DEPARTMENT: Test Center LOCATION: Greenwood Village, CO TEST CENTER ADDRESS: 7400 East Orchard Rd Suite 1450 N What To Expect On First Day (VIDEO) JOB OVERVIEW: The Test Center Administrator (TCA) serves as the face of Prometric in test centers around the world. These emerging professionals are part of a growing specialization with

Introduction: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that youre close but not an exact match, we encourage you to apply. How you'll make an impact: The Branch Client Service Associate II is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support. This role reports directly into either the Branch Client Service Management Manager or the Branch Client Service Supervisor. The Branch Client Ser

Customer Sales Associate Who are we? At Cobblestone, we're more than just a car care destination-we're a cornerstone of our communities in Arizona and Colorado. For over 25 years, we've built our reputation on delivering premium car washing, detailing, oil changes, and more. With over 50 locations in Arizona and 40+ in Colorado, we're proud to combine exceptional service and a commitment to our customers at competitive prices-all delivered with speed and care. What will you get to do? Educating customers on our car wash options and their benefits. Sharing current promotions and encouraging customers to join our membership program. Assisting with payments and answering customer questions. Working with your team to ensure smooth operations and maintain Cobblestone's high standards. Staying safe and aware around heavy equipment-safety is our top priority. Having fun while earning great pay! What will you bring? Customer service or sales experience (preferred but not required-we'll train y

TSS is partnering with a financial management and planning company to hire a full-time, onsite Client Services Associate for a permanent position in Denver, CO. As a Client Services Associate, you will act as a financial concierge for wealthy individuals and/or families, helping manage their financial, tax, estate, and investment affairs while ensuring everything runs smoothly. Overview: · Keep track of money & assets – Reviewing cash flow, investments, and bills to make sure everything is in order. · Help with taxes & estate planning – Gathering tax documents, making payments, and working with accountants and lawyers. · Handle financial transactions – Processing payments, transfers, and setting up bank or investment accounts. · Coordinate with experts – Acting as a go-between for clients and their financial advisors, bankers, lawyers, and insurance agents. · Manage special financial projects – Assisting with setting up trusts, LLCs, private investments, and loans. · Organize & track e

Job Description Position Summary: Responsible for providing prompt and accurate financial transactions in accordance with the Bank's policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm. ESSENTIAL DUTIES & RESPONSIBILITIES Profiles new and existing customers to better serve their financial needs; informs and advises customers of appropriate bank products/services that will make their life easier, save them time, or save them money. Provides exceptional customer service by standing to welcome the customer, using the customer's name, taking responsibility for the customer, thanking the customer by name and exceeding the customer's expectations. Prepares and compiles new customer information in accordance with the banks CIP and know your Customer policies. Opens new accounts; ensures completeness and accuracy of docum