Client Services Salary at Yourway Co BETA

Title: Client Sales Representative (CSR) Location: Service and Contracting Team Reports to: Area Service Manager FLSA Status: Exempt Works with: Service Team, Technical Service Team, Finance Personnel, HVAC Parts and Supplies Department, Customers, Vendors. Job Summary: Delivers client service loyalty and account growth that meet client retention, financial and business growth goals. Provides client support and ensures customer satisfaction goals are achieved. Create and manage account activities that ensure client retention and sales goals are met. Identifies and creates opportunities for growth with your assigned client portfolio and new opportunities. Works with all teams to develop innovative solutions that provide a profitable, measurable and repeatable value. Works with sales team as required for teaming and learning opportunities. Essential Duties and Responsibilities: * Building strong and value driven relationships with clients * Responsible for client account growth, retentio

Overview: Discover Your Passion and Develop Your Expertise. This is a solution-based service environment with an emphasis on partnership and accountability. Service Professionals at Paychex are passionate about customers needs and wants. We offer more than jobs, we offer careers. We provide the training, development, benefits, and culture that you deserve so you can focus on reaching your fullest potential. Responsibilities: In this role, you will Support inbound call queue handling client calls to process payroll, enter payroll and tax information and answer questions for clients in multiple states. Learn and maintain knowledge of the payroll processing system, wage and tax laws to develop a trusted relationship with our clients. Provide online support, troubleshooting and handle escalations. Take initiative to elevate the client experience, quickly resolve situations and focus on one call resolution. Just some of the reasons why our employees are #Paychexproud. We value your well-bei

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a car

Apply Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: * Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. * Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. * Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built

Job Description Apply Now Position Summary: Position summary: The Client Service Associate is responsible for supporting the Meridian Wealth Advisors who provide comprehensive financial planning services to high-net-worth individuals and families. Under the direction of the Director of Client Service, the CSA will respond to client inquiries, fulfill requests and support the Advisors meeting preparation and scheduling. Qualifications Required: * Bachelor's degree in Business or related field; or an equivalent combination of education and work experience * NASAA Series 65 licensed * 3+ years of previous customer service experience in a financial services firm * Ability to work in a team environment * Strong computer skills (MS Office, etc.) * High degree of attention to detail and ability to multitask * Understanding of registered investment advisor compliance rules and responsibilities. Essential functions and responsibilities: * Is the direct liaison for all client related inquires; f

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 and exceptional service at

Job Description Job Description Position Overview The Client Service Supervisor is responsible for scheduling caregivers to meet patient needs while minimizing the number of unstaffed shifts. This role takes the lead in reactivating engagement among caregivers who have not been actively working. Responsible for collaborating with the clinical team, operations, area, and location leadership in performance management of the field staff. Essential Job Functions Scheduling and Shift Management: •Develop and maintain caregiver schedules to ensure proper coverage for all shifts. •Careful planning and monitoring of schedules to avoid unnecessary overtime. •Manage changes to the schedule, including shift swaps and time-off requests. •Develop and implement strategies to retain highly valued caregivers. •Collaborate with clinical team to ensure that caregivers are appropriately matched with patients based on the specific needs and care requirements. •Review and validate employee work schedules a

Job Description Job Description Independent Branch Client Service Specialist --Horsham, PA Independent Branches, led by a Schwab franchisee and staffed by employees of the franchisee, help individuals and families with their financial needs, including retirement planning, investing, protection planning, charitable giving, estate planning, and active trading solutions. To learn more about Schwab’s client offerings visit: http://www.aboutschwab.com/about The Schwab Independent Branch in Horsham, PA is looking for an Independent Branch Client Service Specialist with a passion for serving clients. Independent Branch Client Service Specialists are not employees of Charles Schwab & Co., Inc.; they are employees of the Independent Branch Leader (Schwab franchisee) and are Associated Persons of Charles Schwab & Co., Inc. ROLE DESCRIPTION Building strong, personal relationships with clients is a key component the Independent Branches’ success. Client Service Specialists greet clients and prospe