Member Service Agent Salary at Jet - Black BETA

Join our team as a Client Service Associate at Oxford Financial Group, Ltd. We are hiring a Client Service Associate for any of our office locations. The role involves providing exceptional client service as part of a dedicated team. The ideal candidate will demonstrate a strong commitment to client satisfaction through timely, confidential responses, a positive attitude, and a solid work ethic. Responsibilities include: Preparing paperwork for account opening, money movements, and other account-related administrative tasks. Identifying and preparing necessary documentation based on client needs. Coordinating margin obtainment and renewal documents. Managing client contacts and relationships, including preparing presentation materials and troubleshooting issues. Coordinating with outside advisors and support teams to gather information and complete projects. Preparing and updating financial statements and related analyses with accuracy and attention to detail. Handling administrative t

Recognized by Forbes magazine as a Top Best-in-State Financial Security Professional, our financial practices mission is to build long-term client relationships that inspire confidence, optimism, and happiness by guiding individuals and businesses to achieve total clarity around their financial lives. We do this by living out our core values every day. Get the job done Do it right Execute with Speed Work with Conviction, Energy and Enthusiasm High level of service. Our team is growing and looking to add aLead Client Service Associatein our downtown Minneapolis office located at 225 South 6th Street, Suite # 4500 Minneapolis, MN - 55402. This established practice seeks a dedicated, dependable person with an active interest in the financial services industry with a strong background of insurance and customer service. This fast-paced office handles life & disability insurance, investments, annuities, and financial planning services for both businesses and individuals. Responsibilities inc

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 gro

Provides accurate information and assistance to customers, which includes responding to inquiries, problem-resolution and selling of company services. Performs administrative support functions necessary for efficient station operations. Minimum Educa Customer Service, Agent, Service, Retail

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

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

Join to apply for the CLIENT SERVICE ASSOCIATE role at Gilbert Structural LLC 1 month ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Description CLIENT SERVICE ASSOCIATE (Entry level) POSITION SUMMARY: This role's primary responsibility is to exceed clients expectations through delivering a seamless new client onboarding experience and working cross-functionally to provide excellent service for new and existing customers ongoing account maintenance. This Role Is Accountable For Ongoing maintenance for cash management and account services Onboarding of new clients and services Providing top-tier service with an emphasis on continued process improvement Accountability/Responsibilities Ongoing maintenance for cash management and account services - 50% Provide ongoing administration of cash management agreements and changes in services, authorized users, and permissions. Provide and/or coordinate ongoing customer support for cash managem

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