Client Service Specialist Salary at Absher Wealth Management Llc BETA

About Us: Therapy Smarts, Inc is a therapist owned private pediatric outpatient clinic providing SLP, PT, OT , Psychological evaluations, and ABA services to children of all ages and diagnoses in the Raleigh-Durham area. At Therapy Smarts we pride ourselves on our collaborative approach to therapy, drawing upon evidence based and functional training of skills in order to improve the quality of life of those we serve.Why choose US: Imagine practicing therapy the way YOU wantsurrounded by passionate colleagues, strong office support and a culture that lets you put the client first. Joining Therapy Smarts means your experience and expertise will be valued. Opportunity to not only "love what you do" but to "do what you love" by creating a path for you to specialize in the areas that interest you the most. At Therapy Smarts we take your passion and make it happen. Be a part of the team which values teamwork as well as individual team member goals and have an Opportunity for growth within th

Job Description Job Description What are we looking for? We are looking for a Client Service Specialist; an energetic individual with an engaging personality who believes in our philosophy of learning and innovating in a fun environment. You will join our growing team of coaches at Cary to provide superior customer service to our students, parents and prospective customers. Are you passionate about bringing STEM to young minds in our area? This could be the role for you. Requirements · Excellent oral communication and organizational skills. · Able to prioritize tasks and respond to requests in a timely fashion. · Upbeat, positive, energetic and works Independently. · Good listener and strong influencer. · Understanding of marketing principals. · Proficient in promoting business · Proficient in MS Office, Word, Excel, web-based applications. · Very good listener, attentive to prospective client’s questions. · Very effective presentation skills. · Educational experience and First Aid tra

We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy-out, Venture Capital, Real Estate and Fund-of- Funds. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services. For established General Partners, we provide administration services and technology to whole fund families or select funds, to help scale their fund operations rapidly and efficiently. Position Overview: Exciting opportunity for a client services professional to join a rapidly growing fund administration firm! The Client Onboarding Associate role plays a key role in helping to onboard new clients to Standish's fund accounting group. The Client Onboarding Associate will be responsible for compiling and maintaining investor and engagement team information, file organization, and assisting with other client deliverables. This role will report dir

Job Description Job Description The Client Services Coordinator guides the continuity of the Community Based Services (CBS) program. The Client Services Coordinator must sustain the Program through positive relations with clients, families, Case Managers, Physicians, Therapists, Probation Officers, and other community mental health agents. Responsibilities/Duties include, but not limited to: Maintain Weekly Documents Facilitate the Intake and Assessment process Completes all assessments when necessary Ensures that service notes follow service goals and objectives, are not duplicated, and are billable. Initiates and maintain Client Records Actively participates in the Documentation Review Process Attends Treatment Team Meetings Assists with facilitating monthly supervisions and training Participates in On-boarding, orientations, and in-servicing all new employees Always communicates effectively and respectfully to all Represents Standards-Based Solutions and its Programs and Services po

[Call Center / Fully Remote] - Anywhere in U.S. / Competitive Pay / Medical, Dental, Vision / PTO / 401K - As a Customer Service Agent you'll: Receive inbound calls and make outbound service calls, assess the customer's transportation needs, and assist appropriately; Interact with clients, transportation providers, and other customers via phone and software applications (Data entry required); Trouble-shoot and problem solve situations that may be outside standard procedures; Become a knowledge expert...Hiring Fast >>

Client Services Specialist Job ID 188658 Posted 10-Oct-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) Raleigh - North Carolina - United States of America About The Role: As a CBRE Sales Support Associate, you will provide administrative support to an office or group of sales professionals. This job is part of the Sales Operations function. They are responsible for sales planning, strategy, and forecasting to achieve business objectives. What You'll Do: + Gather documentation to complete voucher forms and process Brokers' commission payments. + Assist with creating property marketing campaigns that include property information materials, comparable market evaluations, and targeted mailing lists. This includes flyers, property brochures, and proposals. + Assist with the plan of action of marketing particular properties. Support Sales team members with the implementation of business strategies. + Perform client property tours, resolve cl

Atlantic Private Wealth is seeking an experienced Client Services Associate to support this top-performing financial advisory firm located in Chapel Hill, NC. This is a fast-paced, innovative environment full of extremely smart, skilled, and focused people who are some of the best in the industry. Atlantic Private Wealth is home to a team who believe in hard work and understand the importance of life outside the office. The primary purpose of this role is to support our Wealth Managers in all areas of the client relationship to ensure timely completion of tasks and follow-up. The key responsibilities are: The CSA is responsible for supporting the wealth managers with rigorous, detail-oriented pre-case preparation and for driving delegation and task completion related to post-case follow-through to ensure that whatever has been communicated to the client is delivered in full and on time. The CSA is responsible for managing the firm’s CRM software skillfully with a focus on organization.

[Call Center / Fully Remote] - Anywhere in U.S. / Both PT & FT Available / Medical, Dental, Vision / PTO / 401K - As a Customer Service Agent you'll: Receive inbound calls and make outbound service calls, assess the customer's transportation needs, and assist appropriately; Interact with clients, transportation providers, and other customers via phone and software applications (Data entry required); Trouble-shoot and problem solve situations that may be outside standard procedures; Become a knowledge expert...Hiring Fast >>