Client Service Support Salary at Footprint Partners BETA

Overall Function The Associate Financial Representative (AFR) specializes in client service and supporting the financial representative as he/she focuses on building his/her practice and client relationships. An AFR also ensures the continuation of an efficient, effective and organized office. This individual is a liaison between the network office and home office as well as the financial representative and clients. Specific responsibilities may include but are not be limited to: Support • Handle case notes, process correspondence and maintain client case files. • File new statements, account forms and other insurance/investment-related materials • Maintain financial representative’s calendar and schedule follow-up appointments. • Answer and direct telephone calls as appropriate • Process client/prospect reservations for marketing events such as seminars and assist in the preparation of seminar materials and event mailings • Maintain supplies of current insurance/ investment-related ma

About the Company: Falcon Wealth Planning is a company that values the fiduciary duty to always put clients’ interests first, fostering trust and long-term relationships. They offer professional growth opportunities and have a collaborative team culture. About the Role: The Relationship Manager will play a critical role in supporting Falcon Wealth Planning's client relationships and assisting clients with assets ranging from $250,000 to $500,000. This position requires a proactive, client-focused individual who can manage and enhance client experiences, provide exceptional customer service, and support financial planning efforts. The ideal candidate will have a deep understanding of wealth management and a passion for helping clients navigate their financial journeys with integrity and care. Responsibilities: Client Relationship Management: Build and maintain strong relationships with clients, acting as the primary point of contact for inquiries, updates, and service requests. Regularl

Job Description We are seeking a detail-oriented and dedicated Remote Reservation Specialist to join our team. As a Remote Reservation Specialist, you will be responsible for coordinating reservations for various travel services, collaborating with diverse vendors, and ensuring seamless travel experiences for our clients. This remote position offers the flexibility to work from anywhere, while providing enticing travel perks and unlimited training opportunities. Responsibilities: Coordinate reservations for travel services, including accommodations, transportation, event tickets, and more, based on client requests. Collaborate with a wide range of vendors, including hotels, airlines, cruise lines, and event organizers, to secure the best options for clients. Utilize your strong organizational skills to manage reservations, bookings, and arrangements with meticulous attention to detail. Maintain open communication with clients, providing them with accurate and timely information about t

Job Description RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world. We are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker. At RH we believe deeply that the "right" people are our greatest asset. We value people with high energy, who possess the ability to energize others. People who are smart, creative and have a point of view. People who see the answer in every problem, versus those who see the problem in every answer. People who are driven, determined and won't take "no" for

Oak View Group: Oak View Group is the global leader in venue development, management, and premium hospitality services for the live event industry. Offering an unmatched, 360-degree solution set for a collection of world-class owned venues and a client roster that includes the most influential, highest attended arenas, convention centers, music festivals, performing arts centers, and cultural institutions on the planet. Position Summary: The Senior Event Manager provides professional client services support in the planning, organization, and management of events within McCormick Place. They lead and support the Event Managers while developing, coordinating, and supervising all event related activities through complex wide events. Senior Event Managers also assist the Director and Assistant Director of Event Management in recruitment, training, and development of full-time event managers. This role will pay a salary of $90,000 to $110,000. For FT roles: Benefits: Health, Dental and Visi

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day. In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well. We are looking to add a Client Service Associate to our team in our Deerfield, IL or Merrillville, IN office. The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving as the liaison between clients and advisors/financial planners, as part of our overall client experience. A successful candidate will have th

Job Title: Client Advisor Reports to: Store Director, Boutique Manager Division: Retail, Brand Boutique Overview: The Client Advisor is responsible for providing an outstanding client experience and meeting or exceeding sales objectives within our brand boutique. Creating an outstanding client experience is a critical aspect of this job. This is accomplished through excellent interpersonal communication, demonstrating enthusiasm and passion for the brand at all times, attractive and inviting displays, as well as clean and well-lit stores. It is crucial that Client Advisor focuses on developing a long-term relationship with the client that is based upon trust so the client is more likely to think of purchasing from the store in the future. This includes strategically following-up, embracing and utilizing the CRM system and tools and handling escalated issues with outstanding diplomatic skills. Essential Job Responsibilities: Ensure an outstanding client experience Work to create a posit

Description Home Search Jobs Job Description Account representative Contract: Chicago, Illinois, US Salary Range: 25.00 - 38.00 | Per Hour Job Code: 358534 End Date: 2025-03-07 Days Left: 7 days, 2 hours left Apply Title: Call Center Treasury Representative Location: Remote Duration: 2 months Pay Range: $25/hr - $37/hr Job Summary The account rep has direct account responsibility and will service and support assigned business portfolio. This may include, but not limited to, answering questions, resolving problems and providing general assistance within the business group. Performs a variety of tasks. Works under general supervision; typically reports to a supervisor or manager. A certain degree of creativity and latitude is required. May require a bachelor's degree and 1-4 years of experience in the field or in a related area. Reporting to the Transaction Banking Client Service Manager, the associate will act as a point of contact for Transaction Banking's Global Investment and Japanes