Client Services Salary at Harding Poorman BETA

Lead Advisor is a wealth management consulting and search firm. This role is to work for a client in Indianapolis. To view other roles, visit jobs.lead-advisor.com Client Service Associate The Client Service Associate is dedicated to upholding a high level of client engagement, confidentiality, and responsibility through providing operational support to a wealth management firm. The Client Service Associate will contribute to a pleasant work environment while ensuring organizational effectiveness is achieved. As part of the team, the Client Service Associate supports the philosophy, principles, and practices of the company. Responsibilities: · Provide exceptional customer service to clients through clear and timely communication. · Reach out to clients to gather necessary documentation for processing of application paperwork. · Collaborate with team members and home office staff to handle client service needs and ensure timely processing of applications. · Prepare for client meetings b

Job Description Job Description Client reception and follow-up. Oversee front office operations. Assist Senior and Junior tax professionals as needed.

client services specialist. + indianapolis , indiana + posted november 26, 2024 **job details** summary + $19 - $23 per hour + temporary + no requirements + category business and financial operations occupations + referenceAB_4667307 job details Are you passionate in helping others? Do you strive to make a difference in your field? Randstad is supporting a leading wealth management firm who is looking to grow their Retirement Services team. The hiring manager is looking for customer service professionals who can provide their clients with +1 service. This opportunity is 100% on-site. If you or anyone in your network could benefit from this opportunity, please consider ing today! salary: $19 - $23 per hour shift: First work hours: 8 AM - 4 PM education: No Degree Required Responsibilities + Client Assistance: Provide specialized support and answer complex questions related to retirement accounts and plans, including handling inquiries about IRS rules and regulations. + Transaction Proce

Description The Client Services Representative serves as a liaison between our clients and the call center staff. They provide supportive positive services both internally and externally to resolve issues. Provide administrative support and processing for call center staff. Key Accountabilities: - Correspond with clients in a professional manner via phone, email, and fax. - Manage client accounts which requires analyzing accounts to resolve balance discrepancies. - data entry - posting payments and adjustments - Request itemized bills from clients. - Verify insurance eligibility. - Research and retrieve information from client sites. - Inspect bankruptcy notifications. - Generate client reports. Skills Patient service, Customer service, Data entry, excel data entry, Customer support, Call center Top Skills Details Patient service,Customer service,Data entry,excel data entry Additional Skills & Qualifications BVA: - Experience within healthcare industry Experience Level Intermediate Lev

Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Activities may include but are not limited to servicing clients by assembling and analyzing client data, helping prepare financial plans, working with clients to process transactions, trades and other practice management tasks as needed. In addition to supporting advisor(s), you'll be a part of our operations team providing the branch with general administrative and reception support as needed, including but not limited to understanding firm policies, procedures and digital tools. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you prosper i

Are you passionate in helping others? Do you strive to make a difference in your field? Randstad is supporting a leading wealth management firm who is looking to grow their Retirement Services team. The hiring manager is looking for customer service Client Service, Specialist, Retail, Staffing, Client, Retirement

Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe. Client Service Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Communicate through Zoom, email and phone to build strong relationships and provide

Randstad - [Customer Service Representative] As a Client Service Representative at Randstad, you'll: Communicate with clients to set up orders; Handle incoming phone calls from clients regarding orders & customer service issues; Make entries as appropriate in the internal database system, and place and submit orders in database...Hiring Immediately >>