Customer Service Representative & Assistant Salary at Scott Litman Insurance Agency Inc BETA

Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a boutique investment firm located in Encino and we serve clients across the country. The role is responsible for daily operations, and identifying and anticipating client, Financial Advisor needs. This is a dynamic role and every day will be different. The assistant must have the ability to problem solve independently using our backoffice and extensive resources and communicate proactively when needing additional guidance. We are looking for someone who wants to grow with a smaller but established firm. Your financial and professional advancement within financial services is as limitless as you allow it to be. Your primary responsibilities will be to work as part of a team in supporting a top financial advisor and planner. If you have experience or/and license

Job Description Job Description We are a professional staffing firm, working with organizations across the country to place exceptional candidates. We currently have an opportunity for a Client Services Officer at a bank that is committed to hiring only the industry's best bankers. These professionals work tirelessly to uphold the bank's cultural integrity and principles, ensuring sustained growth for years to come. The Client Services Officer is responsible for the specific duties listed below. Your specific duties will include: Managing and maintaining client relationships: You will be responsible for developing and maintaining relationships with the bank's clients. This involves ensuring that clients receive prompt and professional service, answering questions about products and services, and addressing any concerns or issues that arise. Processing client transactions: You will handle client transactions, such as deposits, withdrawals, and loan payments, ensuring all transactions ar

is a progressive financial planning firm devoted to helping people expand whats possible with money. We treat each other with the same level of care and respect we treat our clients its why we offer unlimited vacation, flexible work hours (and location), sixteen weeks of paid parental leave, and . Please note that this role has a hybrid work location, with a requirement that the first 90 days of employment are onsite in our Santa Monica, California office. The purpose of this requirement is to maximize your access to support and acclimate you quickly. Starting wage for this position is $65k - $70k. Abacus Client Service Associates (CSAs) are the backbone of our organization. A career in this role means youll partner with our financial advisors to ensure our client experience is consistent, engaging, and pleasant. To excel in this role, you will need outstanding customer service, and should feel comfortable solving problems independently and treating our clients with the utmost care. Wh

The Client Service Associate position is an entry-level position in our firm with the unlimited opportunity for advancement only offered in an entrepreneurial startup environment. This position serves as the main liaison between our clients and consumers and is essentially the eyes, ears, and voice of the brand. The Client Service Associates main responsibility is to interact with consumers directly and assist them in choosing the appropriate products and services needed for their daily lives while maintaining a consistently positive brand image. The few coveted spots in the customer-facing team will be trained in all product knowledge and customer service/sales techniques and how these translate across all departments of our firm. Client Service Associate Responsibilities Include: Follow up on assigned customer leads and business prospects daily through direct contact on multiple channels Deliver exceptional customer care and always resolve any issues or complaints with professionalis

We are seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer service team, there is a new opening for the expansion of the marketing campaign. Servicing our clients with a smile and a handshake is why the customer service division has enjoyed unprecedented growth this year. Campaigns focus on developing and executing unique, personable advertising strategies designed to generate new customers for clients. The Goals Are Simple: every consumer must benefit from the promotions, every client must benefit from the services provided and every representative must benefit from the training and team spirit of the company! Responsibilities of our Client Service Associate: Creating and maintaining client accounts through our direct approa

The Client Service Associate position is an entry-level position in our firm with the unlimited opportunity for advancement only offered in an entrepreneurial startup environment. This position serves as the main liaison between our clients and consumers and is essentially the eyes, ears, and voice of the brand. The Client Service Associates main responsibility is to interact with consumers directly and assist them in choosing the appropriate products and services needed for their daily lives while maintaining a consistently positive brand image. The few coveted spots in the customer-facing team will be trained in all product knowledge and customer service/sales techniques and how these translate across all departments of our firm. Client Service Associate Responsibilities Include: Follow up on assigned customer leads and business prospects daily through direct contact on multiple channels Deliver exceptional customer care and always resolve any issues or complaints with professionalis

Job Description Job Description Job Description We are seeking a motivated and detail-oriented Client Account Representative to join our growing team. In this role, you will be the primary point of contact for our clients, ensuring their needs are met and maintaining strong, lasting partnerships. Your ability to build trust, provide tailored solutions, and communicate effectively will be key to your success. Responsibilities Serve as the main liaison between the company and assigned clients. Develop and maintain strong, professional relationships with clients. Address client inquiries promptly, providing accurate and effective solutions. Collaborate with internal teams to ensure timely delivery of services and client satisfaction. Track and report on client account performance and feedback. Identify opportunities to upsell or cross-sell additional services based on client needs. Assist in resolving issues to enhance the client experience. Skills and Qualifications Strong Communication

Job description DOGPOUND Client Services Associate THE FACE AND FRONTLINE OF DOGPOUND: the ultimate DOGPOUND Brand Ambassador, you are the first client experience and point of contact for DOGPOUND. Energetic, charismatic, authentic, thrives on a community, and works well in a team / family environment. Experienced, with an eagerness to grow and learn more. Requirements and Responsibilities: Must possess a high level of technological proficiency: all Apple OS and Google Drive platforms; MINDBODY experience is highly desired. Exceptionalverbal/written communication; can construct professional, informative, well-written correspondence to be viewed by clients, staff, and management. Team Player:You will be coordinating efforts between different levels of the internal DOGPOUND structure, and it is important, that you are able to work well alongside others. Smashes time management skills, with an organized, efficient, and reliable approach; CSA will be in charge of everything schedule-relate