Customer Care Advocate Salary at Amazon Pharmacy Inc BETA

Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal goals. In 2020, we transitioned to 100% virtual. Through providing personalized benefits solutions, you'll be the architect of your client's security tomorrow. In this role, you can expect to: •Converse virtually with clients, weaving financial strategies that empower. •Cultivate client bonds that stand the test of time. •Ride the crest of industry trends, fortifying your knowledge. •Work alongside a dynamic remote team, where collaboration is the heartbeat of success. Company Highlights: •Voted #24 Happiest Company to Work For •Rated A+ Superior by A.M. Best for financial strength •Parent company Globe Life has more policyholders than any insurance company in the world What We Offer:•Work virtually, from anywhere •Comprehensive training provided •A fun, energetic, and positive team environment •Rapid career gro

Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. Summary: Responsible for enhancing the Relationship Manager's effectiveness by performing a wide variety of complex, diverse, sensitive and confidential administrative functions while providing overall gatekeeping and information management support. Acts as business partner in all areas of Relationship Manager's practice. Supports the Relationship Manager's by coordinating activities and initiatives that facilitate the new policy and client service processes. Must provide superior client service by identifying the client's wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties i

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Our Warren, NJ office is looking for a Sr Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation. This is

Job Description Responsibilities: •Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. •Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. •With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. •Opens new client accounts and researches client and security information using internal databases and other technologies. •For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion. •Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. •Prepares various business

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker teams. + Appropriately assess risk when business decisions are made, demonstrating particular consi

Job Description Job Description Client Service Associate / Office Assistant Location: Short Hills & Bernardsville, New Jersey, United States Summit Prep is hiring! Join a premier academic tutoring and college consulting company in solving some of the greatest education challenges of our generation. This is an amazing opportunity to be part of a fast-paced environment and a dedicated, intellectually curious, and supportive team. We strive for excellence. We believe in continual improvement and recognize that the best of us are lifelong learners. We value thoroughness and an investigative nature. We embody the innovative spirit of start-up culture but with all the fine-tunings of an established and well-oiled machine. We are currently seeking a full-time Office Assistant to handle a wide array of administrative tasks with a key client-facing role. This role is approximately 40 - 45 hours per week and is based in our office in Short Hills, NJ with one or two days in our Bernardsville loca

Overview: Brio Benefit Consulting is looking for a Retirement Solutions Client Service Associate to join their Employee Benefits Team. In 2023, Brio Benefits joined Alera Group, an independent national insurance and wealth services firm, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide. This was a strategic move for Brio to facilitate our continued growth. This position will be a Hybrid role out of our New York office or possibly remote for the right candidate. Responsibilities: Administrative support for all retirement plan clients Interact with clients to provide information in response to inquiries about products and services and to handle and resolve complaints. Lead the response to complex client and customer inquiries, non-routine problems and ensures client satisfaction with providers, third party-administrators and services. Coordinates with Retirement Solutions Group team to

Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate to join our Private Client Division in New York. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will a