Client Services Representative Salary at Humane Veterinary Hospitals Of America BETA

Job Description Client Service Representative Wilmington, DE (Onsite) Monday - Friday, 9:00am-6:00pm Are you passionate about delivering exceptional service? Us too. We're hiring a Client Service Representative for our Business License team. You'll work directly with our clients (other companies) and teams at CSC to provide solutions that help their business run smoother and smarter. Our client service professionals are empowered to solve customer inquiries and problems quickly and professionally. We provide the training, mentorship, and opportunities for growth. You bring the drive, energy, and commitment to provide world-class service. CSC is a place where you're encouraged and expected to be your best. We're a company of helpful people teaming up to make a difference in global business and our local communities. Passionate about service quality, giving back to the community, and devoted to continuous improvement, CSC is the business behind business®. Some of the things you'll be doi

Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Description - External ESSENTIAL RESPONSIBILITIES AND TASKS Live and exemplify the Five Principles of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. Maximize the number of pets seen by the hospital team through through a productive and efficiently run hospital to support the needs of our wellness plan clients. Provide professional, efficient

Smoker Wealth Management LLC is seeking a dedicated and detail-oriented Client Service Associate to join our team. The Client Service Associate is responsible for providing support to our Financial Advisors and staff. Duties are varied but focus on providing our clients with a seamless and professional experience. Responsibilities: Build and maintain professional relationships with clients by assisting them and answering questions in person and by phone Take initiative to handle account inquiries and escalate to financial advisors when appropriate Process new account openings and check deposits Maintain client records using Redtail CRM and Imaging systems Input and maintain compliance logs Generate appropriate forms and documents for account openings, transfers, and asset movement, as required by compliance Assist in client appointment preparation by generating reports and appropriate documentation Maintain strict confidentiality of client information in accordance with policies and gu

Job Description Apply Now Position Summary: Position summary: The Client Service Associate is responsible for supporting the Meridian Wealth Advisors who provide comprehensive financial planning services to high-net-worth individuals and families. Under the direction of the Director of Client Service, the CSA will respond to client inquiries, fulfill requests and support the Advisors meeting preparation and scheduling. Qualifications Required: * Bachelor's degree in Business or related field; or an equivalent combination of education and work experience * NASAA Series 65 licensed * 3+ years of previous customer service experience in a financial services firm * Ability to work in a team environment * Strong computer skills (MS Office, etc.) * High degree of attention to detail and ability to multitask * Understanding of registered investment advisor compliance rules and responsibilities. Essential functions and responsibilities: * Is the direct liaison for all client related inquires; f

Smithbridge Asset Management, an established, fast-growing, financial planning and investment management firm located in Chadds Ford, PA currently has an excellent career opportunity for a full-time Client Service Associate to join our amazing team. We are a firm focused providing superior results and service to our clients, many of whom have been with the firm for many years. To find out more about the firm, please visit Salary and Benefits Salary and total compensation for this position will be based on experience, with a range of $50,000 $70,000, based on experience. Medical insurance 100% paid by company Employer Funded Retirement 10% of base salary in 401(k) and profit share plan Flexible atmosphere and work schedule Quarterly bonus program Job Responsibilities: Provide direct support to clients of multiple advisors in the firm Respond to client service requests via phone and email Maintain updated information in our CRM Salesforce Manage email for multiple email inboxes Scanning

POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on cli

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. Through regular interactions with clients, individuals in this role b Client Service, Associate, Registered, Client Support, Service, Skills, Business Services

VCA Kirkwood Animal Hospital is hiring an experienced Veterinary Client Service Representative to join our team! Location: 1501 Capitol Tr, Newark, DE 19711 About Us. We are an AAHA accredited hospital that has been serving the community since 1958. Customer Service Representative, Customer Service, Client Service, Representative, Hospital, Animal Care, Retail, Animal