- Charles Schwab (Mesa, AZ)
- …is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll learn to educate clients about investment ... weekend availability. Preferred qualifications Previous customer service experience Previous client relationship experience Bachelor's degree or higher in Finance,… more
- First Horizon Bank (New Orleans, LA)
- …and loan options, opening deposit accounts, and taking loan applications Client -Centric Financial Advice: Through a consultative approach, provide personalized ... to keep the customer wait time to a minimum (performs processing of financial transactions as needed). Deliver excellent client experiences consistently and… more
- Animal Hospital of Old Saybrook (Old Saybrook, CT)
- …a multi-line system Warmly greets clients Prepares patient files Receives and relays client correspondence and updates client financial records Answers ... Saybrook is looking to add a compassionate and skilled Client Service Representative to our team. At...allowance for skills development and uniform allowance Free quarterly financial wellness classes to provide guidance in areas such… more
- Charles Schwab (Scottsdale, AZ)
- …Relationship Management (CRM) platforms Strong candidates will also have previous experience in Financial Representative role What's in it for you At Schwab, ... of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients...1+ years of customer service experience 1+ years of client relationship experience Bachelor's degree or higher in Finance,… more
- Dickinson Financial Corporation (Kearney, MO)
- **Summary** **:** The Universal Banking Representative I will engage with clients in a blended contact center environment consisting of interactive video, web chat, ... secure mail and online banking interactions. Client interactions will be handled through direct video, phone, email, live chat and other electronic forms of… more
- Leesburg Veterinary Hospital (Leesburg, VA)
- Description Position at Leesburg Veterinary Hospital Veterinary Client Service Representative Full-Time Leesburg, VA Leesburg Veterinary Hospital is looking for ... a client service representative to join our team...benefits to support team members' emotional, physical, professional, and financial wellbeing. In addition to our health and life… more
- Skanska (Conshohocken, PA)
- …and adaptable team-player, as well as have strong communication and client service skills. **Project Engineer Required Qualifications:** + 1+ Years experience ... drawings. Ability to outline specifications required for submission to the client along with ensuring construction materials, equipment, and field installations… more
- Indian Rivers Behavioral Health (Tuscaloosa, AL)
- …usually incidentally to an approved use and /or disclosure as pertains to client 's financial , demographic, and/or clinical data. Working Conditions: Works in ... Procedures and Crisis Center protocols. With documented direct involvement of client , create a person-centered treatment plan containing observable and measurable… more
- Banc of California (Los Angeles, CA)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Client Services Representative will be responsible for ensuring that all ... and relationships simultaneously + Proven success in managing large client accounts **HOW WE'LL SUPPORT YOU** + ** Financial... client accounts **HOW WE'LL SUPPORT YOU** + ** Financial Security:** You will be eligible to participate in… more
- Towne Park (Peoria, IL)
- …guest confidentiality in accordance with HIPPA requirements. Maintains the security of client financial and identifying information. May not provide "lift" ... make an impact. When we see a customer, a client or one of our own team members smile,..._The working conditions and physical demands described here are representative of those that must be met by an… more
- PharmaCord (Jeffersonville, IN)
- …office staff and/or patients to ensure understanding of coverage benefit and financial responsibility Educate provider offices on local and regional payer coverage ... co-pay, coinsurance, out of pocket costs, deductibles and other financial assistance or coverage related questions Serve as a...for a minimum of 6 months, especially within a client -facing role, prior to being considered eligible for lateral… more
- College Way Animal Hospital (Mount Vernon, WA)
- …Way Animal Hospital, a Thrive Pet Healthcare partner, is hiring a part-time Veterinary Client Service Representative to join their team! Apply today! At College ... latest advances in medical and surgical veterinary care.As a Client Service Representative , you'll play an important...rooms in a neat and clean manner. * Ensure financial responsibilities are met. Reviewing charges for services upon… more
- PUPS Pet Club (New York, NY)
- …will be in touch at that time! Join Our Team The Member Service Representative focuses on creating welcoming, clean, and safe experiences for pups and their parents ... insurance plans. Well-Being Perks to help with whole health support, discounts, financial guidance, and monetary rewards for healthy living. Paid time off and… more
- Progressive Management Systems (West Covina, CA)
- Full-time Accounting Operations Representative Job Description Process daily incoming payments generated by collection floor and received by mail Reconcile and ... posted payments throughout the day Remote deposit consumer and client payments to the proper trust and operating accounts...Assist with A/P & A/R functions, various states and financial audits Qualifications Able to handle a wide range… more
- Debbie Murphy - State Farm Agent (Ellicott City, MD)
- …Wellness resources Bonus based on performance ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Debbie Murphy - State Farm ... Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful...their dreams. We help customers with their insurance and financial services needs, including Life Insurance and Retirement Planning.… more
- Arvato Bertelsmann (Shepherdsville, KY)
- The Client Services Representative will manage customer accounts, ensuring service level agreements (SLAs) are met. This role involves preparing and maintaining ... the Account Manager with technical advice and problem-solving. Additionally, the representative will handle order management, inventory updates, and customer support… more
- Josue Rivera - State Farm Agent (Tampa, FL)
- …time off Training & development 401(k) matching ROLE DESCRIPTION: As a Insurance Account Representative - State Farm Agent Team Member with Josue Rivera - State Farm ... Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful...Are You Driven & Ambitious? This busy insurance and financial services office has a passion to make a… more
- Vaco (San Antonio, TX)
- …professional designation highly desired. + Minimum 2 to 3 years' selling accounting/ financial project solutions or comparable client relations experience in ... read on! **A Day in the Life** Your CFO client just called. Her accounting department could really use...develop strong relationships with clients and senior accounting & financial leaders. + Work with an elite recruitment team… more
- Arvato Bertelsmann (Louisville, KY)
- The Client Services Representative will manage customer accounts, ensuring service level agreements (SLAs) are met. This role involves preparing and maintaining ... the Account Manager with technical advice and problem-solving. Additionally, the representative will handle order management, inventory updates, and customer support… more
- Arvato Bertelsmann (Pleasant Prairie, WI)
- The Client Services Representative will manage customer accounts, ensuring service level agreements (SLAs) are met. This role involves preparing and maintaining ... the Account Manager with technical advice and problem-solving. Additionally, the representative will handle order management, inventory updates, and customer support… more
