4,914 Assistance Client jobs in the United States
Client Assistance Coordinator
Posted 21 days ago
Job Viewed
Job Description
We are excited to welcome dedicated professionals who have a strong background in customer service and a genuine desire to provide exceptional support to both prospective and existing clients.
As a Client Assistance Coordinator , you will play a key role in helping potential clients understand the advantages of our programs and guiding them in selecting the best plan upgrades. Your responsibilities will also include delivering exceptional service to our current clients by addressing their billing questions, updating benefit packages, and offering valuable recommendations. The ideal candidate will have experience in customer service or sales, along with strong communication skills. You will be responsible for managing client relationships to ensure their satisfaction, fostering open communication, and contributing to our ongoing progress.
What We Offer:
- Flexible Remote Work : Enjoy the convenience of working from home, with occasional in-person meetings.
- Thorough Training : Receive comprehensive training designed to equip you for success in your role.
- Career Advancement : Take advantage of opportunities for rapid growth within the organization.
- Collaborative Environment : Work in a supportive and positive team setting.
- Performance-Based Bonuses : Earn additional income based on your achievements.
Responsibilities
•Conduct outbound calls to assess customer needs and provide tailored solutions.
•Deliver outstanding customer service while building strong, trusting relationships with clients.
•Manage customer accounts with precision and attention to detail.
•Handle incoming inquiries regarding products, services, and general concerns.
•Follow up on customer interactions to ensure satisfaction and resolve issues effectively.
•Update customer accounts with the latest information as needed.
Qualifications
•Previous experience in customer service.
•Valid identification.
•Access to a laptop and/or iPad.
•High-speed internet connection.
•A quiet workspace conducive to productive work.
•Strong active listening, interpersonal, and communication skills.
•High school diploma, GED, or equivalent.
Client Relation Specialist
Posted today
Job Viewed
Job Description
We are looking for a friendly, detail-focused, and polished Client Relations Specialist to represent our boutique. You will deliver outstanding virtual support to both new and existing clients, handling scheduling and consultation arrangements. The perfect candidate is confident, well-organized, and enthusiastic about health, wellness, and customer service.
Responsibilities
* Serve as the primary virtual liaison for client inquiries via phone, text, email, and social media DMs
* Manage appointment scheduling, confirmations, rescheduling, and follow-ups using spa management software
* Educate potential and existing clients about our services, treatments, pricing, and skincare products
* Guide clients through pre-visit and post-treatment protocols to ensure satisfaction and compliance
* Maintain accurate client records and documentation in compliance with HIPAA and boutique policies
* Respond to client feedback and resolve concerns with empathy and professionalism
* Support promotional campaigns and special offers by communicating with clients and booking related appointments
* Collaborate with the in-house team to ensure continuity of care and a seamless client experience
* Assist in nurturing long-term client relationships and retention through consistent communication
Qualifications
* 2+ years of experience in client services, preferably in a medical spa, or healthcare setting
* Excellent interpersonal and communication skills—both verbal and written
* High level of professionalism, discretion, and emotional intelligence
* Proficient with scheduling software, CRM platforms, and office tools (e.g., EMR systems, POS software)
* Passion for wellness, aesthetics, and client care
* Ability to multitask in a fast-paced, client-focused environment
* Flexible availability, including evenings and occasional weekends
PI277375386
Field Service Client Administrator
Posted 21 days ago
Job Viewed
Job Description
Aventiv Technologies - Where your future awaits - YouTube
**Associate Referral Reward Eligible**
Job Purpose:
The role of the Field Service Client Administrator (FSCA) is to develop a trusted advisor relationship with facility staff members. To establish him or herself as the point of contact for managing the day-to-day services and support needs of their assigned area and seek to improve customer loyalty and satisfaction. Provide quality and timely customer service to various audiences associated with correctional facilities, Securus personnel and partners. Perform minor maintenance and repair on kiosks, telecommunication equipment, associated computers, networking, and electronic equipment. Ensure data integrity and proper system functionality of all Securus onsite products.
Essential Duties:
•Primary representative between on-site facility personnel, Account Management & other Securus personnel
•Research issues reported by Agency staff members with the purpose of achieving resolution or escalation to the appropriate department
•Assist, monitor and or issue escalations as needed with other internal departments.
•Communicate internally all client requests and issues to facilitate resolution
•Open, address, resolve and track heat tickets and advise customer and Securus Personnel of service affecting issues
•Required to maintain partnership and regular communication with Account Management
•Maintain a high level of client satisfaction through outstanding customer service and support.
•Required to attend onsite meetings as designated by facility leadership
•Perform basic Technical Support functions (password resets and handouts, user set up, etc.) and basic product training as needed or requested by the customer.
•Travel to neighboring facilities within an assigned region sometimes with minimal lead time as a backup.
•Assist Tech Support in the maintenance of computer hardware, software and other equipment by providing troubleshooting results
•Perform Kiosk maintenance (keyboard, USB replacement, camera adjustment, etc.)
•Oversee rollout of services for newly acquired clients to align both parties' interests
•Manages and maintains assigned company inventories and assets (tablets, accessories, tools, parts inventory, laptop etc.)
•Distribute tablets and accessories to approved incarcerated individuals
•Collect and track customer statistics and trends that may assist in determining future account behavior and opportunities.
•Understanding systems, training and support needs for assigned client base & referring them to our Account Manager and internal Customer Training as needed.
•Performs other duties as assigned.
Knowledge, Skills and Abilities:
•Excellent oral and written communication & presentation skills
•Ability to communicate with co-workers and business contacts in a courteous and professional manner.
•Ability to develop ongoing rapport with clients and consumers and obtain relevant information
•Ability to work under pressure, to meet deadlines, to deal positively with rejection and conflicts as well as negative feelings of products.
•Strong relationship management skills
•Proven ability to manage multiple projects at a time while paying strict attention to detail
•High degree of problem solving, conflict resolutions and negotiation skills for both external and internal customers
•Demonstrated ability to communicate, present and influence effectively at all levels of the organization, including executive and C-level
•Must be able to work in a fast-paced environment where problem resolution times are measured in hours.
•Strong data/information analysis and integration skills.
•Ability to effectively manage time and information with minimal supervision.
•Excellent organizational and time management abilities
•Ability to identify, prioritize and respond to multiple and conflicting tasks.
•Ability to quickly adapt to change
•Flexible and enthusiastic to learn new skills and problem solve solutions
•Uses small hand tools to make kiosk and/or video visitation repairs
•Ability to travel up to 1 week with 2 weeks' notice.
•Proven ability to successfully draft and execute strategic account plans.
•Must exhibit all the company's cultural attributes
Minimum Qualifications:
•High School education or GED
•Reliable Transportation Ability to travel from facility to facility
•Proficiency in Microsoft Office (Word, Excel, PowerPoint), & capable of learning new technology
•Ability to work well in an energized, fast paced, entrepreneurial, and collaborative environment
Preferred Qualifications:
- Relevant work experience in a technology or telecommunications industry.
- While performing the duties of this job, the employee is regularly required to: stand, sit, talk, hear, and use hands and fingers to operate a computer, telephone, and a variety of office equipment.
- Occasionally may need to reach, stoop, or kneel.
At Aventiv Technologies, our salary and benefits are designed to fit you as a whole person. We offer a salary range based on experience and qualifications to ensure your unique contributions are met with our most competitive offer.
- $23.26/hr. - $26.52/hr. (depending upon experience)
- Health Insurance
- 401(k)
- Disability
- Life Insurance
- Paid Time Off
- Voluntary Benefits
Aventiv Privacy Policy:
Equal Employment Policy:
Aventiv is proud to be an equal opportunity employer. All decisions regarding recruiting, hiring, promotion, assignment, training, termination and other terms and conditions of employment will be made without regard to race, color, national origin, biological sex, sexual orientation, gender identity, gender expression, gender presentation, religion, age, pregnancy, disability, work-related injury, veteran status, genetic information, marital status, or any other factor that the law protects from employment discrimination. We do not discriminate based on genetic information in accordance with the Genetic Information Nondiscrimination Act.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Guest Service Client Coordinator
Posted today
Job Viewed
Job Description
Job Description
Salary: $15-18
You can never be overdressed or overeducated." - Oscar Wilde
Do you love the energy of uptown Charlotte, but know that the cubical/corporate life is not for you? Are you looking for a position where your talent for customer service and a strong work ethic would allow you to play a key role in managing the daily operations of well-known, well established brand? If so, Emerson Joseph, a mens grooming lounge, is the place for you. We are located in the heart of Uptown Charlotte and nationally recognized for our commitment to technical quality, customer service and a relentless pursuit of a lifestyle of excellence.
The Guest Service Client Coordinator position is one of the most important roles at Emerson Joseph, due to its vast reach of responsibilities. It requires a strong background in customer service, a high degree of business acumen and an ability to manage a team of about 15 people.
Candidates can expect to start between $15-18 per hour + sales commission with a 90-day review. Senior candidates may make more.
We offer: Paid vacation, BCBS Health Insurance plan (50% contribution) and huge personal growth.
Email your resume to Alison at with the subject line Guest Services.
Field Service Client Admin-NY
Posted 3 days ago
Job Viewed
Job Description
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Welcome to Aventiv! Please watch this brief video to find out if this is the place you want to be!
Aventiv Technologies Where your future awaits - YouTube
- Associate Referral Reward Eligible**
The role of the Field Service Client Administrator (FSCA) is to develop a trusted advisor relationship with facility staff members. To establish him or herself as the point of contact for managing the day-to-day services and support needs of their assigned area and seek to improve customer loyalty and satisfaction. Provide quality and timely customer service to various audiences associated with correctional facilities, Securus personnel and partners. Perform minor maintenance and repair on kiosks, telecommunication equipment, associated computers, networking, and electronic equipment. Ensure data integrity and proper system functionality of all Securus onsite products.
Essential Duties
- Primary representative between on-site facility personnel, Account Management & other Securus personnel
- Research issues reported by Agency staff members with the purpose of achieving resolution or escalation to the appropriate department
- Assist, monitor and or issue escalations as needed with other internal departments.
- Communicate internally all client requests and issues to facilitate resolution
- Open, address, resolve and track heat tickets and advise customers and Securus Personnel of service affecting issues
- Required to maintain partnership and regular communication with Account Management
- Maintain a high level of client satisfaction through outstanding customer service and support.
- Required to attend onsite meetings as designated by facility leadership
- Perform basic Technical Support functions (password resets and handouts, user set up, etc) and basic product training as needed or requested by the customer.
- Travel to neighboring facilities within an assigned region sometimes with minimal lead time as a backup.
- Assist Tech Support in the maintenance of computer hardware, software and other equipment by providing troubleshooting results
- Perform Kiosk maintenance (keyboard, USB replacement, camera adjustment, etc.)
- Oversee rollout of services for newly acquired clients to align both parties interests
- Manages and maintains assigned company inventories and assets (tablets, accessories, tools, parts inventory, laptop etc.)
- Distribute tablets and accessories to approved incarcerated individuals
- Collect and track customer statistics and trends that may assist in determining future account behavior and opportunities.
- Understanding systems, training and support needs for assigned client base & referring them to our Account Manager and internal Customer Training as needed.
- Performs other duties as assigned.
- Excellent oral and written communication & presentation skills
- Ability to communicate with co-workers and business contacts in a courteous and professional manner.
- Ability to develop ongoing rapport with clients and consumers and obtain relevant information
- Ability to work under pressure, to meet deadlines, to deal positively with rejection and conflicts as well as negative feelings of products.
- Strong relationship management skills
- Proven ability to manage multiple projects at a time while paying strict attention to detail
- High degree of problem solving, conflict resolutions and negotiation skills for both external and internal customers
- Demonstrated ability to communicate, present and influence effectively at all levels of the organization, including executive and C-level
- Must be able to work in a fast-paced environment where problem resolution times are measured in hours.
- Strong data/information analysis and integration skills.
- Ability to effectively manage time and information with minimal supervision.
- Excellent organizational and time management abilities
- Ability to identify, prioritize and respond to multiple and conflicting tasks.
- Ability to quickly adapt to change
- Flexible and enthusiastic to learn new skills and problem solve solutions
- Uses small hand tools to make kiosk and/or video visitation repairs
- Ability to travel up to 1 week with 2 weeks notice.
- Proven ability to successfully draft and execute strategic account plans.
- Must exhibit all the companys cultural attributes
- High School education or GED
- Reliable Transportation Ability to travel from facility to facility
- Have no family incarcerated in any local Correctional Facility
- Proficiency in Microsoft Office (Word, Excel, PowerPoint), & capable of learning new technology
- Ability to work well in an energized, fast paced, entrepreneurial, and collaborative environment
- Relevant work experience in a technology or telecommunications industry
- While performing the duties of this job, the employee is regularly required to: stand, sit, talk, hear, and use hands and fingers to operate a computer, telephone, and a variety of office equipment.
- Occasionally may need to reach, stoop, or kneel.
At Aventiv, our salary and benefits are designed to fit you as a whole person. We offer a salary range based on experience and qualifications to ensure your unique contributions are met with our most competitive offer.
- $23.26 - $6.52/hr
- Health Insurance
- 401(k)
- Disability
- Life Insurance
- Paid Time Off
- Voluntary Benefits
Equal Employment Policy
Aventiv is proud to be an equal opportunity employer. All decisions regarding recruiting, hiring, promotion, assignment, training, termination and other terms and conditions of employment will be made without regard to race, color, national origin, biological sex, sexual orientation, gender identity, gender expression, gender presentation, religion, age, pregnancy, disability, work-related injury, veteran status, genetic information, marital status, or any other factor that the law protects from employment discrimination. We do not discriminate based on genetic information in accordance with the Genetic Information Nondiscrimination Act. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Information Technology
- Industries Technology, Information and Internet
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#J-18808-LjbffrField Service Client Admin-NY
Posted 6 days ago
Job Viewed
Job Description
Welcome to Aventiv! Please watch this brief video to find out if this is the place you want to be!Aventiv Technologies - Where your future awaits - YouTube**Associate Referral Reward Eligible** Job Purpose:The role of the Field Service Client Administrator (FSCA) is to develop a trusted advisor relationship with facility staff members. To establish him or herself as the point of contact for managing the day-to-day services and support needs of their assigned area and seek to improve customer loyalty and satisfaction. Provide quality and timely customer service to various audiences associated with correctional facilities, Securus personnel and partners. Perform minor maintenance and repair on kiosks, telecommunication equipment, associated computers, networking, and electronic equipment. Ensure data integrity and proper system functionality of all Securus onsite products.Essential Duties Primary representative between on-site facility personnel, Account Management & other Securus personnelResearch issues reported by Agency staff members with the purpose of achieving resolution or escalation to the appropriate departmentAssist, monitor and or issue escalations as needed with other internal departments.Communicate internally all client requests and issues to facilitate resolutionOpen, address, resolve and track heat tickets and advise customers and Securus Personnel of service affecting issuesRequired to maintain partnership and regular communication with Account ManagementMaintain a high level of client satisfaction through outstanding customer service and support.Required to attend onsite meetings as designated by facility leadershipPerform basic Technical Support functions (password resets and handouts, user set up, etc.) and basic product training as needed or requested by the customer.Travel to neighboring facilities within an assigned region sometimes with minimal lead time as a backup.Assist Tech Support in the maintenance of computer hardware, software and other equipment by providing troubleshooting resultsPerform Kiosk maintenance (keyboard, USB replacement, camera adjustment, etc.)Oversee rollout of services for newly acquired clients to align both parties' interestsManages and maintains assigned company inventories and assets (tablets, accessories, tools, parts inventory, laptop etc.)Distribute tablets and accessories to approved incarcerated individualsCollect and track customer statistics and trends that may assist in determining future account behavior and opportunities.Understanding systems, training and support needs for assigned client base & referring them to our Account Manager and internal Customer Training as needed.Performs other duties as assigned.Knowledge, Skills, and Abilities Excellent oral and written communication & presentation skillsAbility to communicate with co-workers and business contacts in a courteous and professional manner.Ability to develop ongoing rapport with clients and consumers and obtain relevant informationAbility to work under pressure, to meet deadlines, to deal positively with rejection and conflicts as well as negative feelings of products.Strong relationship management skillsProven ability to manage multiple projects at a time while paying strict attention to detailHigh degree of problem solving, conflict resolutions and negotiation skills for both external and internal customersDemonstrated ability to communicate, present and influence effectively at all levels of the organization, including executive and C-levelMust be able to work in a fast-paced environment where problem resolution times are measured in hours.Strong data/information analysis and integration skills.Ability to effectively manage time and information with minimal supervision.Excellent organizational and time management abilitiesAbility to identify, prioritize and respond to multiple and conflicting tasks.Ability to quickly adapt to changeFlexible and enthusiastic to learn new skills and problem solve solutionsUses small hand tools to make kiosk and/or video visitation repairsAbility to travel up to 1 week with 2 weeks' notice.Proven ability to successfully draft and execute strategic account plans.Must exhibit all the company's cultural attributesMinimum QualificationsHigh School education or GEDReliable Transportation Ability to travel from facility to facilityHave no family incarcerated in any local Correctional FacilityProficiency in Microsoft Office (Word, Excel, PowerPoint), & capable of learning new technologyAbility to work well in an energized, fast paced, entrepreneurial, and collaborative environmentPreferred QualificationsRelevant work experience in a technology or telecommunications industryPhysical RequirementsWhile performing the duties of this job, the employee is regularly required to: stand, sit, talk, hear, and use hands and fingers to operate a computer, telephone, and a variety of office equipment.Occasionally may need to reach, stoop, or kneel.Salary and Benefits:At Aventiv, our salary and benefits are designed to fit you as a whole person. We offer a salary range based on experience and qualifications to ensure your unique contributions are met with our most competitive offer$23.26 - $26.52/hrHealth Insurance401(k)DisabilityLife InsurancePaid Time OffVoluntary BenefitsAventiv Privacy Policy: Employment Policy: Aventiv is proud to be an equal opportunity employer. All decisions regarding recruiting, hiring, promotion, assignment, training, termination and other terms and conditions of employment will be made without regard to race, color, national origin, biological sex, sexual orientation, gender identity, gender expression, gender presentation, religion, age, pregnancy, disability, work-related injury, veteran status, genetic information, marital status, or any other factor that the law protects from employment discrimination. We do not discriminate based on genetic information in accordance with the Genetic Information Nondiscrimination Act. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Registered Client Service Associate / Client Service Associate
Posted today
Job Viewed
Job Description
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
Duties and ResponsibilitiesClient Support
- Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
- Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
- Confirm authorization and authenticate client when processing requests
- Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
- Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
- Prepare financial plans, client reports, and other materials for client meetings
- Review and take appropriate action on client account alerts
Other
- Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
- Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
- Actively engage in available training and education programs including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
- Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
- Proactively participate in firm initiatives directed by local management
- Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
Education and/or Experience
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Two or more years of industry experience preferred
- High School Diploma/Equivalency
- College degree preferred
Knowledge/Skills
- Strong industry, product, and branch procedures knowledge
- Exceptional writing, interpersonal and client service skills
- Detail oriented with superior organizational skills and ability to prioritize tasks
- Strong computer skills and knowledge of Microsoft Office products
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Goal oriented, self-motivated and results driven
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Reports To:
- Business Service Officer
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $33,280 and $85,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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Client Service Support
Posted today
Job Viewed
Job Description
Job Functions, Duties, Responsibilities and Position Qualifications:
We're not just a workplace - we're a Great Place to Work certified employer!
Proudly certified as a Great Place to Work, we are dedicated to creating a supportive and inclusive environment. At Sonic Healthcare USA, we emphasize teamwork and innovation. Check out our job openings and advance your career with a company that values its team members!
Quality is in our DNA -- is it in yours?
Multi-tasking is your middle name. Youve got great typing skills, a passion for solving problems, and a way of explaining things that helps people feel valued. Youre also looking for great benefits, the support of an all-star team, and an opportunity to grow your career.
Join our team of #HealthcareHeroes! Our mission is to advance the health and wellbeing of our communities as a leader in clinical laboratory solutions.
Location: Miami Lakes, FL
Days: Monday - Friday
Hours: 8:00 AM - 5:00 PM
Full-time: Benefit Eligible
In this role, you will:
- Provide patients, clients, and the laboratory team with exceptional service right over the phone!
- Work in a call center environment.
- Champion safety, compliance, and quality control.
All you need is:
- High School Diploma or equivalent
- 1 year of experience working in a call center or in the laboratory
- Exceptional communication skills
- Top notch typing proficiency (at least 35wpm), including 10-key
- Ability to thrive in a fast-paced environment
Well give you:
- Appreciation for your work
- A feeling of satisfaction that youve helped people
- Opportunity to grow in your profession
- Free lab services for you and your dependents
- Work-life balance, including Paid Time Off and Paid Holidays
- Competitive benefits including medical, dental, and vision insurance
- Help saving for retirement, with a 401(k) plus a company match
- A sense of belonging were a community!
We also want you to know:
This role will have routine access to Protected Health Information (PHI). Employees will be trained on reasonable safeguards and are expected to maintain strict confidentiality, as well as abide by all applicable privacy and security standards. Employees are expected only to access PHI when it is required to fulfill job duties.
Scheduled Weekly Hours:
40Work Shift:
2nd Shift (United States of America)Job Category:
Laboratory OperationsCompany:
Mark & Kambour LLCSonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, age, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Client Service Associate/Senior Client Service Associate
Posted 13 days ago
Job Viewed
Job Description
Job DescriptionThe client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service. Responsibilities Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc. Perform other duties as assignedQualifications High school diploma required; bachelor's degree preferred Financial services experience or applicable internship experience Wealth management experience a plusSkills and Knowledge Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) Experience with eMoney a plus Positive attitude toward client relations to provide exceptional, proactive client service Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail Strong verbal and written communication skills are essential to effective client relationships Highly organized with strong analytical skills Able to work in a team environment We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $55,000.00/year to $95,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1EOE M/F/D/V
Private Client Service Sr. Client Manager
Posted 10 days ago
Job Viewed
Job Description
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Private Client Services Sr. Client Manager at Marsh McLennan Agency (MMA).
MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As a Private Client Services Sr. Client Manager you will:
- Handles account management responsibilities including billing, policy changes, and coverage questions
- Provides coverage analysis and recommendations, completes applications, prepares submissions, negotiates coverage and pricing, and prepares proposals
- Manages the renewal process and handles cancellation requests
- Assists with policy-checking and keeps up to date on rates, forms, and coverage changes
- Electronic file maintenance
- Resolves applicable Accounting Discrepancies
- Manages the marketing process
- Maintains proper level of communication and builds effective relationships with clients and companies
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
- 7+ years of experience
- High School Diploma required and Bachelor's degree preferred
- Demonstrated knowledge of Property & Casualty Insurance
- Extensive knowledge of how insurance products are utilized and administered. Extensive knowledge of markets and marketing techniques
- Excellent organizational skills
- Proven customer service and relations
- Able to research and analyze problems independently
- Must have excellent written and verbal communication skills
- Multi-tasked and detail oriented
- Proficient with Microsoft Office Suite
- Able to self-check for accuracy
- Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Medical, dental and vision insurance
- 401K and company match program
- Company-paid life and disability
- Generous paid time off programs
- Employee assistance program (EAP)
- Volunteer paid time off (VTO)
- Career mobility
- Employee networking groups
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.