Help Desk Analyst Salary at Sim2k Inc BETA

An entry level Client Service Associate assists the Financial Professional in office management and general administrative functions. This position is primarily clerical support with some limited marketing support duties. No licenses, appointments or registrations are required. This person generally manages the FP's office, calendar, maintain files, mail, phones, and will prepare correspondence on behalf of the FP. Typical qualifications for this type of CSA position: - Organization and time management skills. - Attention to detail - Interpersonal communication skills. - Demonstrated ability to work with confidential information. - Excellent customer service skills, with the ability to communicate effectively and build rapport with clients. - Familiarity with Microsoft applications including Outlook, Word, PowerPoint, and Excel. - Telemarketing skills a plus - Strong written and verbal communication skills to effectively communicate with clients and internal teams. Join my team as a Cl

Job Description Job Description We are a dynamic team of professionals dedicated to helping individuals create a lasting impact. We offer comprehensive financial planning and wealth management advisory services. Our mission is to provide exceptional client service, and we’re expanding our team to meet growing demands. Responsibilities: Attend client meetings alongside financial advisors to actively listen, take comprehensive notes, and ensure accurate communication. Handle inquiries and updates related to account documentation, track to completion, and resolve issues. Assist in managing client accounts and maintaining accurate records. Collaborate with team members to ensure timely client support. Contribute to team success by sharing insights and best practices. Qualifications: 3-5 years’ experience in client services, preferably within financial services or related industry. Bachelor’s Degree. FINRA Licensing (Preferred or In Progress). Ideal Candidate Traits: Strong communication sk

Overview: Versiti is a fusion of donors, scientific curiosity, and precision medicine that recognize the gifts of blood and life are precious. We are home to the world-renowned Blood Research Institute, we enable life saving gifts from our donors, and provide the science behind the medicine through our diagnostic laboratories. Versiti brings together outstanding minds with unparalleled experience in transfusion medicine, transplantation, stem cells and cellular therapies, oncology and genomics, diagnostic lab services, and medical and scientific expertise. This combination of skill and knowledge results in improved patient outcomes, higher quality services and reduced cost of care for hospitals, blood centers, hospital systems, research and educational institutions, and other health care providers. At Versiti, we are passionate about improving the lives of patients and helping our healthcare partners thrive. Position Summary: Under direct supervision by department leadership, completes

Job Description Job Description POSITION PURPOSE: Provide support to customers and sales staff through order entry, processing quote requests, and relays pertinent information to customers; resolves customer complaints, processes credits and returns; review pricing, inventory, sales, and opportunities using several applications and computer programs; develop and maintain valuable relationships with all departments, vendors, and customers to provide excellent service to clients. Must have a sense of urgency and accuracy with daily tasks. ESSENTIAL FUNCTIONS: This position requires that you have a high sense of integrity, are able to manage multiple tasks and prioritize based on urgency and customer need and are able to provide superior customer service to stakeholders both internal and external to LINC Systems. DAILY RESPONSIBILITIES: Answer phones, use fax, and send emails. Order entry and processing Follow-up on outstanding tasks, orders, requests, etc. Billing direct shipments Work c

Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview We are seeking a Client Service Manager to join our growing team to deliver exceptional customer service! Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex? We are looking for people who are passionate about building relationships with clients, will collaborate with the sales team to achieve goals, constantly seek i

Store - INDY-WESTFIELD, IN Deliver a customer centric shopping experience by managing and delivering effective front-end operations and expectations. Lead the omnichannel processes. Maintain store recovery standards to deliver our Brand Promises. Deliver friendly customer service. Assist Store Manager in leading and managing adherence to Standard Operating Procedures (SOPs) and Company programs to ensure compliance with applicable laws and requirements; ensure execution of Company policies and standards; hold them accountable for store conditions and results Ensure all front end policies and procedures are followed; achieve your KPIs and manage your team to achieve their role KPIs Plan and lead the execution of class and in-store events in accordance with Company programs Lead the omnichannel processes Manage and execute shrink and safety programs Assist with cash reconciliation and bank deposits Assist with inventory processes to include Return to Vendor (RTV) and Advance Shipping Not

Job Description Job Description Are you a detail-oriented problem solver with a passion for delivering exceptional client experiences? If you enjoy collaboration, value innovation, and love helping others, we’d love to meet you! Vestia Personal Wealth Advisors is a rapidly growing financial planning firm with primary locations in Nashville, TN, Fort Wayne, IN, and several team members in other locations across the country. Our Client Service Administrators love managing details and play a pivotal role in ensuring our physician clients receive top-notch support. Job Summary: The Client Service Administrator (CSA) supports a team of financial advisors in multiple facets of client engagement and serves as a primary point of contact for clients on a day-to-day basis. Usual hours are 40 hours per week during normal business hours (we do allow for flex time and some remote work with supervisor approval). From time to time, this position may require time outside of standard hours to accommoda

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