Customer Care Advisor Salary at Paya Inc BETA

We are a retirement and financial planning firm based in Atlanta. As a registered investment adviser, we work with high net-worth individuals, families, and institutions. We are looking for an experienced and versatile Client Service Associate to support our advisors, our clients, and our continued growth. In addition to having a strong working knowledge of industry software, systems and processes, you are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. Whether it's completing paperwork and tasks, onboarding new clients, handling service requests, scheduling or preparing for meetings, you tackle it with a service heart and an accuracy and efficiency that can't be beaten. You will be instrumental in ensuring our clients receive the highest level of service and support. With your astute industry knowledge, you not only know the differences between accounts such

**BluePearl Pet Hospital in Westside, GA** **is currently** **seeking a new** **Veterinary** **Client Service** **Superviso** **r.** + Are you a passionate leader who is ready to make a difference? + Do you have excellent time management, follow through and organizational skills? + Do you love building successful teams who provide premier customer service and patient care? As a Veterinary Client Service Supervisor, you will: + Plan, monitor and ensure completion of the initial training program for new Client Service associates to ensure that we offer the highest possible level of personal care to meet each clients unique set of circumstances. + Guide?the?Client?Service?Team?Leader?to schedule?client?service?associates?cost-effectively?to?ensure?the?provision?of sufficient staffing to meet and/or exceed client needs at every?shift.? + Be an integral member of the management team and the link between the client, the patient and the caregivers, offers feedback to co-managers to identify s

About the Organization At Sterling Seacrest Pritchard, we are here to serve as your risk advisors first and insurance broker second. We have a highly skilled team ready to collaborate with your business to position you to reach your goals with uniquely tailored insurance and consulting solutions. EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Category Insurance Description Client Service Executive The Client Service Executive (CSE) plays a pivotal role within the organization, overseeing the full spectrum of client account management and ensuring the highest standards of service. Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of t

Job Type Full-time Description The Client Service Associate provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and accounting to support Financial Advisors and Financial Planners in serving and assisting clients in meeting their goals and providing the highest quality client service. Principal Accountabilities: 1. Initiates and monitors administrative details to serve team and clients with excellence, which include but are not limited to: Manages all procedures and follow-up necessary to service investment accounts (e.g., processing applications, deposits, withdrawals, transfers; collating and mailing Quarterly Investment Reviews; and generating various investment reports as needed). Prepares requested client, branch, or investment reports and spreadsheets in a timely manner. Transcribes or composes routine correspondence and emails with sp

Job Type Full-time Description About Blue Trust Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With $59 billion assets under advisement and a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states.* * As of 6/30/2024 and subject to change. Role Overview We are seeking a dedicated Client Service Associate with a passion for delivering exceptional client service. This role will report directly to the Client Service Manager and requires a self-starter who is excited to support team members in serving the unique needs of institutional clients and ultra-high-net-worth families. This individual will serve as a first responder for client requests and be able to thrive in a fast-paced, team-oriented environment and have a high attention to detail and str

**_What Customer Service Operations contributes to Cardinal Health_** Customer Service is responsible for establishing, maintaining and enhancing customer business through contract administration, customer orders, and problem resolution. **Shift: Hours: Monday-Friday 10:00 am - 6:30 pm EST** **REMOTE DETAILS:** You will work from home, full-time. _As a work from home employee, the expectation is that you have your camera on when participating in your onboarding/training activities. Please note that work from home is not a substitute for childcare or eldercare, arrangements must be made ahead of your start date. You will be required to have a dedicated, quiet, private, distraction free environment with access to high-speed internet._ **_Responsibilities_** + Offer professional and timely service as a representative of Cardinal Health at-Home + Support an inbound call queue, providing assistance in placing orders, searching products, processing returns, responding to order inquiries, pro

Job Description Job Description Job type Full-time Part-time Number of openings for this position I have an ongoing need to fill this role Schedule 8 hour shift Weekend availability Monday to Friday Day shift Other Benefits Paid time off 401(k) Flexible schedule Employee discount Job description Mayweather Boxing + Fitness, the hot new fitness concept founded by Floyd Mayweather and based on his actual training regimen, is looking to grow its Winning Team. A Mayweather Boxing + Fitness advisor is prepared, passionate about helping others achieve a fit healthy lifestyle, team-oriented, and dedicated to offering a premium member experience. DAILY RESPONSILBIITLES ✓ Membership sales ✓ Personal training sales ✓ Merchandise sales ✓ Local marketing/lead generation ✓ Member follow up and retention ✓ Cleanliness and maintenance of the studio ✓ Professional customer service Operational Duties ✓ Complete checklists and logs promptly. ✓ Attend monthly meetings or other scheduled meetings. ✓ Follo

Rockstar is recruiting for a boutique wealth management group based in Alpharetta. The firm has been helping clients for almost two decades using their proprietary planning process. The founders of the firm have been covered extensively in both local & national media & they are now looking to grow their Alpharetta-based team. The firm is seeking a Client Service Associate to join our team located in Alpharetta, GA. This role is integral to their team, and the successful candidate will be responsible for providing high quality service to clients and ensure client priorities are executed accurately. Responsibilities: •Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.). •Research client and security information through the back-office system. •Complete and process paperwork for new and existing clients, such as (but not limited to) Investment Management Agreements, Annuity Application