Client Associate jobs in Idaho

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Part-Time Retail Merchandiser - Rexburg, ID
  • Anderson Merchandisers
  • Rexburg, ID
  • Build rapport through daily communication with store associates and management. * Educate customers and store personnel on the features and benefits of our client's brands and product lines
  • 7 days ago

Idaho (/ˈaɪdəhoʊ/ (listen)) is a state in the northwestern region of the United States. It borders the state of Montana to the east and northeast, Wyoming to the east, Nevada and Utah to the south, and Washington and Oregon to the west. To the north, it shares a small portion of the Canadian border with the province of British Columbia. With a population of approximately 1.7 million and an area of 83,569 square miles (216,440 km2), Idaho is the 14th largest, the 12th least populous and the 7th least densely populated of the 50 U.S. states. The state's capital and largest city is Boise. Idaho p...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$40,481 to $51,639

Client Associate
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
February 06, 2020
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
February 03, 2020
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
January 04, 2020
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
December 29, 2019
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
December 03, 2019
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
November 12, 2019
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
October 23, 2019
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
October 14, 2019
Build solid working relationships with team members, acting as a resource for others whenever possible.
October 09, 2019
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
October 09, 2019