Client Services Salary at The Familie BETA

S UMMARY OF J OB P URPOSE AND F UNCTION 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. 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 and exceptional service at all times. This in

POSITION SUMMARY The Client Services Administrator provides administrative and operational support to ensure a seamless experience for our Chairs, members, and internal teams. This role serves as the primary point of contact for administrative inquiries, documentation, and process coordination related to client services. The Client Services Adminsitrator plays a critical role in maintaining accurate records, responding to client requests efficiently, and supporting retention and engagement initiatives through administrative execution. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to manage multiple tasks while ensuring timely and professional communication with stakeholders. THE COMPANY Vistage is the world’s largest CEO coaching and peer advisory organization for small and midsize business (SMB) leaders. We offer the most effective approach for SMB enterprises to achieve better results and grow faster, as well as for SMB leaders to

POSITION SUMMARY Responsible for both the customer service experience and member retention efforts for the organization, the Client Services Advisor (CSA) seeks to ensure a World class service experience for all the constituents of the Vistage-inspired community, and therefore functions as the designated single point of contact for our 800+ Chairs and our 19,000+ U.S. membership base. In addition to the essential duty of supporting Chairs, the CSA will also be measured on his/ her ability to re-engage those active members who are seeking membership alternatives and directing them accordingly, so a similar past work experience of applying empathetic, active listening skills with conflict resolution to address member ‘pain points’ while providing alternative solutions in order to keep the member satisfied, is critical. This position requires regular phone/email conversations with C-level clientele, including internal staff, so it requires considerable tact, discretion and persuasion in o

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

Job Description Job Description We are a leading company specializing in customer acquisition and field sales strategies. As we experience significant growth and expand our client base in the Temecula area, we are seeking a highly motivated and results-driven Client Service Manager. In today’s market, consumers expect convenience, accessibility, and seamless interactions with businesses. Our mission is to provide this level of efficiency on behalf of our clients, and we are looking for a dedicated professional to help us drive that vision forward. The Client Service Manager will play a crucial role in attracting new customers to our brand and will be a key contributor to our continued success. This Client Service Manager position requires an individual with resilience, creativity, and a competitive spirit, capable of challenging the status quo and driving innovation. Client Service Manager Responsibilities: Engage with customers and clients to understand their needs and provide tailore

Job Description Job Description Looking for detailed oriented person to process paperwork, answer phones, assist clients, provide comprehensive clerical support, and perform other administrative duties. You will often act as the first point of contact for the office. Key Responsibilities: Client Communication, Document Preparation, Data Entry, Administration Tasks, Filing. Required Skills: Stong Administrative Skills, Excellent Communication, Attention to Detail, Proficiency in Microsoft Office Suite, DocuSign, Willing and Ability to Learn

Responsibilities Manage end-to-end process of onboarding new clients, from straightforward to the most complex; prepare custodial paperwork to facilitate initial account investment, establish accounts with custodian, and reconcile holdings and cost basis on new and transferred accounts Provide superior internal and external client service by anticipating client needs, managing expectations and delivering quality product in a timely manner Provides technical support for the Lead Advisor / Executive Assistants. Responsibilities include data gathering modeling, case design, scenario building, plan development, presentation development, etc. Trains, mentors and assists with other team members’ questions Develop skill sets to support additional areas of expertise, including Digital Concierge, technology tools, cost basis expert, financial planning Maintain client accounts, records, and systems in accordance with firm standards Perform daily reconciliation of internal accounting system with

Cetera takes pride in its exceptional resource center team, dedicated to delivering outstanding customer service. Our team members are highly motivated, empathetic, and sincerely passionate about assisting others. They are dedicated to exceeding expectations to ensure our customers stay satisfied and connected. We're looking for individuals who thrive on challenges, show initiative, and are committed to making a positive impact. If you possess these qualities and are eager to join a team dedicated to excellence, we believe you'll thrive in our organization. We’re currently seeking a Service Professional to join our team in one of our office locations, as this is a hybrid role. What you will do: Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships. Establishing oneself as the primary point of contact for advisors’ clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successf