65 Service Providers jobs in Rogers

ob descriptionPosition Title: Client Services ManagerLocation: Minneapolis, MNStart Date: April 2025About Us:Discipline Advisors is a forward-thinking Financial Advisory firm dedicated to empowering clients with a comprehensive range of financial products and personalized wealth management solutions. Our supportive team environment encourages motivated individuals to excel in their roles. We offer a robust platform that includes alternative investments, advisory solutions, and traditional investment products, all while prioritizing exceptional client service.Position Overview:The Administrative Assistant will be an essential support resource for our financial advisors, ensuring streamlined operations within the firm. This position includes managing administrative tasks, preparing investment documentation, facilitating seamless client interactions, and enhancing communication between clients and staff. The ideal candidate is detail-oriented, organized, and adept at managing multiple tasks efficiently while upholding professionalism and confidentiality.Key Responsibilities:•Client Support & Relationship Management:o Serve as the first point of contact for clients, managing communications, scheduling meetings, and performing administrative tasks.o Greet clients upon arrival, ensuring a welcoming atmosphere and assisting them as needed for meetings with advisors.o Build and nurture relationships with clients, providing exceptional service and support during their interactions with the firm.•Administrative Task Management:o Maintain accurate and confidential client information within CRM systems.o Prepare and track documentation for various financial transactions, including real estate deals and investment accounts.o Collaborate with external partners like title companies and investment sponsors to facilitate timely transaction processing.•Client Onboarding & Continual Assistance:o Assist with client onboarding processes, ensuring a smooth transition and clear communication between clients and the advisory team.o Monitor ongoing client transactions and investment timelines, keeping clients informed throughout the process.o Provide ongoing support for inquiries related to investments and documentation, maintaining a proactive approach.•Team Collaboration & Internal Support:o Assist the advisory team with meeting coordination, internal communications, and administrative needs related to client services.o Foster effective cross-departmental communication to achieve cohesive workflow and collaboration.o Uphold a high level of confidentiality regarding client and firm information.Qualifications:•Associate's degree or higher preferred or 5+ years of experience in financial services support or a client-facing role.•Exceptional verbal and written communication skills with the ability to engage professionally with clients and team members.•Strong organizational skills, attention to detail, and the ability to manage multiple priorities in a dynamic work environment.•Proficiency in Microsoft Office 365; familiarity with CRM systems and financial software is a plus.•Commitment to maintaining confidentiality and adhering to regulatory compliance and privacy policies.•Willingness to pursue securities licensing with employer support.•A positive, proactive attitude and an eagerness to undertake diverse responsibilities.Featured Benefits:•401(k) matching•Comprehensive health, dental, and vision insurance•Paid time off and life insurance•Disability insurance and health savings account optionsJob Type: Full-timePay: $60,000.00 - $90,000.00 per yearSchedule:8 hour shiftMonday to FridayAbility to Commute:Minneapolis, MN 55406 (Preferred)Ability to Relocate:Minneapolis, MN 55406: Relocate before starting work (Preferred)Work Location: Hybrid remote in Minneapolis, MN 55406

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Direct message the job poster from SKS Consulting Group

Job Description

SKS Consulting Group is looking for a bright, customer-focused, and highly-organized individual that is eager to be part of a growing team. The Client Services Coordinator will coordinate client engagements and support the administration of SKS suite of services and consulting solutions. A successful Client Services Coordinator emphasizes quality work, detail orientation, and is committed to a high level of customer satisfaction.

This role is highly visible and requires attention to detail, the ability to problem-solve and prioritize, a high degree of organizational skills, and a level of resilience when priorities shift. Integrity and discretion in handling confidential information is key as well as professionalism in dealing with senior professionals inside and outside the company. The successful candidate will enjoy being the front line to our clients with exceptional written and verbal communication skills, utmost professionalism with interpersonal interactions, and the ability to skillfully handle all the activities surrounding those interactions.

Responsibilities

• Coordinate multiple calendars and tasks in a fast-paced environment with often shifting priorities
• Manage a complex scheduling process in an efficient, organized manner
• Respond to a high volume of email and phone call inquiries
• Accurately manage candidate records within an online database
• Adhere to administrative processes and best practices
• Proofread and edit high-level content and finalize documents from a variety of sources
• Assist with facilitating client and internal projects
• Conduct day to day office activities, various administrative duties, and provide support to the Business Operations Leader and SKS Consultant Team

Qualifications

• Commitment to and enthusiasm for exceptional customer service
• Calendar management experience in a fast-paced environment
• Enjoy collaborating and working in a team-oriented environment of highly engaged and intellectual individuals, yet have the ability to think critically and problem-solve independently
• Have a terrific work ethic accompanied by a positive, get-it-done attitude
• Highly detailed and process oriented; quick to learn new best practices and technology platforms
• Capable of navigating ambiguity and the ability to think on your feet
• A high degree of honesty, trust, sophistication, and integrity
• Proven track record of consistently delivering accurate, high-quality work
• Have an interest in people, psychology, training and development in a professional services environment

Requirements

• Relevant work experience - at least 5 years of calendar management and/or client services experience
• Solid written and editorial skills with experience proofing professional documents
• Proficient in Microsoft Office suite; experience working with Microsoft Dynamics 365 a plus

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Customer Service and Administrative
• Industries Business Consulting and Services

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Minneapolis, MN $45,000.00-$5,000.00 3 weeks ago

Minneapolis, MN 52,500.00- 70,400.00 1 week ago

Greater Minneapolis-St. Paul Area 55,000.00- 65,000.00 4 days ago

Minnetonka, MN 52,800.00- 63,000.00 6 months ago

Eden Prairie, MN 55,000.00- 65,000.00 1 month ago

Minneapolis, MN 65,000.00- 85,000.00 14 hours ago

MinneapolisSaint Paul, WI 10,000.00- 50,000.00 1 day ago

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• Act as a liaison between the registered representatives and their clients.
• Answer phones, schedule appointments, and prepare materials for client meetings.
• Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients.
• Prepare and complete client paperwork and follow up tasks to support registered representative.
• Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met.
• Organize client events and follow up tasks.
• Maintain client records and retention management within corporate requirements.
• Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client's Quarterly/Annual Reviews).
• Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients' expectations for timely service delivery are met.
• Educate clients on account services, capabilities, and new technology.
• Complete required corporate training on new technologies and follow implementation guidelines.
• Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner.
• Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes.

• High School Diploma or GED
• Experience in an administrative or customer service role
• Strong time management skills
• Excellent written and verbal communication skills
• Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs

• Previous experience in assisting Registered Representatives/Financial Advisors
• Financial services and/or banking background
• Bachelor's degree in Finance, Business, Marketing, or Communications
• Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment
• Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

We're looking for new team members to join FanDuel Sports Network, the nation's largest provider of live local sports.As a local sports media platform, we're proud to be the local media partner for 29 MLB, NHL, and NBA teams, producing and delivering over 3,000 live games and events every year. Whether it's the heat of a playoff push or the excitement of Opening Day, we're all about delivering the moments that matter to hometown fans.We're part of Main Street Sports Group, serving fans in regions across our 15 owned and operated networks. We combine powerful partnerships, cutting-edge streaming technology, and smart distribution to make sure fans can watch their teams how they want, whether that's through a direct-to-consumer streaming platform or major cable providers.The Position:FanDuel Sports Network is looking for an experienced Client Services Coordinator to add to our roster. Reporting to the Director of Sales this role provides administrative support to the Account Executives and Sales Managers, including order entry/tracking, communicating with agency buyers and assistants, and creating sales presentations. This exciting role provides an opportunity to get immersed in the business of professional sports media.This is a hybrid position based in Minneapolis, MN. The Game Plan:(What you will do)Provides sales support by using Wide Orbit software to enter new orders, post orders, resolve discrepancies, and reconcile orders. Run reports from Wide Orbit and provides management with accurate numbers for revenue reports and forecasting. Prepare reports on revenue, delivery, inventory management, and forecasted budget goals on a weekly basis.Communicate regularly with buyers, agency assistants, sales managers, and traffic to support sales activities. Partner with the traffic team to ensure orders are entered correctly, spots run correctly, with correct copy within the contractual boundaries set by the client.Participate with sales account executive in creating and presenting sales presentations and negotiations, which includes conducting research and drafting Power Point presentations. Participate in lead generation, cold calls, and planning and organization of business socials at team venues and other locations. The Stats:(What to bring)High school diploma and 2+ years of related experience.Knowledge of Microsoft Office applications and willingness to learn other proprietary software.Strong interpersonal skills, including the ability to develop and maintain working relationships.Strong verbal and written communication skills.High attention to detail.Ability to multitask and work effectively in a high-pressure environment.Good organizational skills and the ability to work as a member of a team and individually.Related sales experience, a plus.Wide Orbit traffic software experience, a plus.Proficiency in PowerPoint, a plus.Bachelor's degree preferred.Player Benefits:Healthcare Benefits - Start 1st day of employmentWellness Program Incentive401K - Match up to 4%Paid Time Off (Vacation, Personal)Company HolidaysShort-Term & Long-Term Disability BenefitsEmployee DiscountsThe Company is committed to fair and equitable compensation practices. Final compensation for this role will be determined by various factors such as a candidates' relevant work experience, skills, certifications, and geographic location.FanDuel Sports Network, Independently Owned & Operated by Main Street Sports Group is proud to be an Equal Opportunity Employer.If you like growth and working with dedicated, enthusiastic over-achievers, you'll enjoy your career with us!It is the policy of FanDuel Sports Network to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, FanDuel Sports Network will provide reasonable accommodations for qualified individuals with disabilities.

Job Type

Full-time

Description

Clinical applications: The largest focus for healthcare professionals is patient care. In this role, you will have the opportunity to assist these individuals with issues relating to the enterprise health record - so they can be there for those who need them most.

Financial applications: Here, you can use your skills to work with customers in an effort to resolve issues within the scheduling, registration, or billing applications of our software.

As a member of our Client Services team, your job would involve:

• Troubleshooting, researching, and solving customer software and system problems
• Acting as the primary contact for clients
• Answering customer questions
• Processing requests for software enhancements and system modifications
• Corresponding with customers over the phone and through letters, fax and email
• Providing customer education, both internally at MEDITECH and at customer sites
• Working on a variety of group projects, communicating with development staff
• Mentoring co-workers
• Traveling 10-15% of the time

• Experience in Nursing, Pharmacy, Radiology, Physician Practice or Hospital, Emergency Department, Operating Room, Laboratory, Ambulatory or Behavioral Health is a plus, but not required. No specific experience is necessary, we will train you!
• Bachelor's or Associate's degree preferred and/or applicable training, education, or customer service experience, and/or related military experience
• Exceptional written and verbal communication skills
• Exceptional project management and organizational skills
• Ability to work well independently and as part of a team
• Ability to multi-task in a fast-paced environment
• Strong interpersonal and presentation skills
• You may be required to show proof of vaccination when traveling to a customer site unless you have an approved medical or religious exemption.

Join to apply for the Client Services Coordinator role at FanDuel Sports Network

Join to apply for the Client Services Coordinator role at FanDuel Sports Network

Were looking for new team members to join FanDuel Sports Network, the nations largest provider of live local sports.

As a local sports media platform, were proud to be the local media partner for 29 MLB, NHL, and NBA teams, producing and delivering over 3,000 live games and events every year. Whether its the heat of a playoff push or the excitement of Opening Day, were all about delivering the moments that matter to hometown fans.

Were part of Main Street Sports Group, serving fans in regions across our 15 owned and operated networks. We combine powerful partnerships, cutting-edge streaming technology, and smart distribution to make sure fans can watch their teams how they want, whether thats through a direct-to-consumer streaming platform or major cable providers.

The Position

FanDuel Sports Network is looking for an experienced Client Services Coordinator to add to our roster. Reporting to the Director of Sales this role provides administrative support to the Account Executives and Sales Managers, including order entry/tracking, communicating with agency buyers and assistants, and creating sales presentations. This exciting role provides an opportunity to get immersed in the business of professional sports media.

This is a hybrid position based in Minneapolis, MN.

The Game Plan

(What you will do)

• Provides sales support by using Wide Orbit software to enter new orders, post orders, resolve discrepancies, and reconcile orders.
• Run reports from Wide Orbit and provides management with accurate numbers for revenue reports and forecasting.
• Prepare reports on revenue, delivery, inventory management, and forecasted budget goals on a weekly basis.
• Communicate regularly with buyers, agency assistants, sales managers, and traffic to support sales activities.
• Partner with the traffic team to ensure orders are entered correctly, spots run correctly, with correct copy within the contractual boundaries set by the client.
• Participate with sales account executive in creating and presenting sales presentations and negotiations, which includes conducting research and drafting Power Point presentations.
• Participate in lead generation, cold calls, and planning and organization of business socials at team venues and other locations.
  
  

• High school diploma and 2+ years of related experience.
• Knowledge of Microsoft Office applications and willingness to learn other proprietary software.
• Strong interpersonal skills, including the ability to develop and maintain working relationships.
• Strong verbal and written communication skills.
• High attention to detail.
• Ability to multitask and work effectively in a high-pressure environment.
• Good organizational skills and the ability to work as a member of a team and individually.
• Related sales experience, a plus.
• Wide Orbit traffic software experience, a plus.
• Proficiency in PowerPoint, a plus.
• Bachelor's degree preferred.
  
  

• Healthcare Benefits Start 1st day of employment
• Wellness Program Incentive
• 401K Match up to 4%
• Paid Time Off (Vacation, Personal)
• Company Holidays
• Short-Term & Long-Term Disability Benefits
• Employee Discounts
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Business Development and Sales
• Industries Broadcast Media Production and Distribution

Referrals increase your chances of interviewing at FanDuel Sports Network by 2x

Greater Minneapolis-St. Paul Area 1 week ago

Edina, MN $50,000.00-$0,000.00 3 weeks ago

Edina, MN 50,000.00- 70,000.00 3 weeks ago

Minneapolis, MN 48,000.00- 55,000.00 2 days ago

Minneapolis, MN 52,500.00- 70,400.00 2 days ago

Minnetonka, MN 52,800.00- 63,000.00 6 months ago

Minneapolis, MN 52,500.00- 70,400.00 2 weeks ago

Minneapolis, MN 49,500.00- 82,500.00 2 weeks ago

Minneapolis, MN 42,500.00- 50,000.00 3 weeks ago

Eden Prairie, MN 65,000.00- 75,000.00 2 weeks ago

Minneapolis, MN 65,000.00- 75,000.00 3 days ago

Minneapolis, MN 40,000.00- 45,000.00 2 days ago

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Direct message the job poster from Navigate Forward

Navigate Forward provides highly customized support to senior executives who are currently in career transition, planning change in the future or seeking board service, helping them find their passion, their path and their place in the business community. Since our inception in 2008, weve worked with more than 2,250 clients and 450 companies across the country and around the world. We are proud to be a certified women-owned business.

Are you looking to be a part of a growing service organization? Do you like being the one depended on to get things done and touch all aspects of an organization? Do you have a strong attention to detail and a desire to be relentlessly helpful. If you enjoy work that includes a variety of tasks and relationships and you have a positive attitude and are a self-starter, this position might be for you!

We are hiring for an Office & Client Services Coordinator (OCSC). This Coordinator position manages everyday operations including a variety of tasks and accountabilities to ensure productive and efficient office operations. The Office & Client Services Coordinator is critical to keeping our business running smoothly. This is an opportunity to join a small but mighty team and make a difference.

This position plays a key role in ensuring smooth daily operations, supporting internal staff, and delivering a high level of customer service. The ideal candidate is highly organized, tech-savvy, and capable of managing multiple responsibilities with professionalism and discretion.

Reporting to the COO, the Office & Client Services Coordinator will be accountable for providing administrative support and office services. The OCSC will work indirectly with our other staff and executive consultants. This is a full-time position. The days/hours of the week are Monday through Friday, traditional business hours.

KEY RESPONSIBILTIES

• Oversee day-to-day office management , ensuring a well-organized and efficient workplace.
• Perform a wide range of traditional administrative duties , including managing correspondence and documentation.
• Maintain organized and secure online file systems and databases.
• Plan and coordinate meetings, events, calendars, and schedules with internal teams and clients.
• Create, update, and manage client and alumni files , handling confidential and sensitive information with integrity and discretion.
• Onboard and offboard clients and fulfill ongoing service support needs with professionalism and accuracy.
• Respond to phone calls, emails, and general inquiries , addressing client needs in a timely and courteous manner.
• Provide technology support for staff and consultants, including system setup, password resets, and troubleshooting access or usage issues.
• Collaborate closely with the Sales and Marketing Coordinator; serve as backup during absences and share key administrative functions.

The successful candidate will have:

• Bachelors degree and a minimum of 4 years of administrative support/organizational experience; including office management experience and success working with executives within an industry requiring high levels of client service, confidentiality, urgency and professionalism
• Experience with company technology platform administration (Microsoft 365, Zoom, Dropbox, CRMs) with the ability to troubleshoot technical issues
• Advanced technical skills in MS Office, including Excel, Work, OneDrive and PowerPoint
• Excellent oral and written communications skills
• Ability to multi-task and attention to detail are critical
• Be a self-starter, critical thinking, and a creative problem solver while being process oriented
• Ability to act independently, and take initiative, as well as ability to work effectively as a team member
• Outstanding interpersonal skills including listening skills and the ability to engage with high level leaders
• Be willing to take on new projects big and small
• Excellent client-focused skills and the ability to work with a broad range of people

Full-time, non-exempt position in Minneapolis. Salary commensurate with experience. Benefits include medical, 401k, PTO.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Administrative
• Industries Business Consulting and Services

Referrals increase your chances of interviewing at Navigate Forward by 2x

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Maple Grove, MN $50,000.00-$0,000.00 4 weeks ago

Minnetonka, MN 60,000.00- 70,000.00 1 month ago

Greater Minneapolis-St. Paul Area 58,700.00- 70,400.00 1 week ago

Greater Minneapolis-St. Paul Area 70,000.00- 80,000.00 2 days ago

Greater Minneapolis-St. Paul Area 26.00- 30.00 3 weeks ago

St Paul, MN 40,000.00- 53,480.00 3 days ago

Minneapolis, MN 20.00- 25.00 3 months ago

Minneapolis, MN 50,000.00- 54,000.00 2 weeks ago

Minneapolis, MN 30.00- 34.00 22 hours ago

Greater Minneapolis-St. Paul Area 4 days ago

Greater Minneapolis-St. Paul Area 60,000.00- 75,000.00 5 days ago

Oakdale, MN 64,882.00- 79,301.00 2 days ago

MinneapolisSaint Paul, WI 22.96- 26.59 2 weeks ago

Edina, MN 45,000.00- 50,000.00 4 days ago

Greater Minneapolis-St. Paul Area 26.00- 30.00 1 day ago

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At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.

EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while demonstrating proficiency in reviewing complex returns, managing staff and conducting research. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below.

• You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

• You will have the flexibility to manage your days in support of our commitment to work/life balance

• You will join a culture that has received multiple top "Places to Work" awards

  • We believe that great work is accomplished when cultures, ideas and experiences come together to create innovative solutions

  • We understand that embracing our differences is what unites us as a team and strengthens our foundation

  • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

• Responsible for training, supervising and ongoing development of associates and seniors.

• Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.

• Build impactful relationships with clients and maintain relationships with firm leadership.

• Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs.

• Take responsibility for accurate time and billing for self and team.

• Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.

• Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.

• Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.

• Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.

• Hold self and direct reports responsible for achieving developmental goals

• Mentor and coach junior team members.

• Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.

• Bachelor's Degree in Accounting or equivalent field is required

• 4+ years of tax compliance and/or tax consulting experience in public accounting or public/Coporate mix

• CPA or IRS Enrolled Agent Certification required

• Master's Degree in Taxation or relevant field

• Experience using GoSystems or CCH Axcess tax software

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

For Minnesota candidates, the expected salary range for this position is between $80,000 and $140,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

Should you need any accommodations to complete this application please email:

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