Client Services Salary at Blanchard Insurance BETA

The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. ESSENTIAL RESPONSIBILITIES AND TASKS ? Live and exemplify the Five Principles of Mars, Inc. within self and team. ? Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. ? Maximize the number of pets seen by the hospital team through through a productive and efficiently run hospital to support the needs of our wellness plan clients. ? Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visi

Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. ESSENTIAL RESPONSIBILITIES AND TASKS Live and exemplify the Five Principles of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. Maximize the number of pets seen by the hospital team through through a productive and efficiently run hospital to support the needs of our wellness plan clients. Provide professional, efficient and exceptional servic

Client Service Administrator Do you have a passion for the back office of the financial industry? Can you process important client paperwork and maintain a relationship with our clients? We are a long-standing financial firm in Winter Park, FL and are looking for a strong, detail-oriented Client Service Administrator to ensure a smooth client acquisition process from opening accounts, transfer of assets, communicating with the client throughout the process and maintaining the client relationship after the acquisition. We are seeking a hard-working, positive individual to join our established but growing team. If you are seeking a company that cares about team members and clients, we want to talk to you! Our office prides itself on providing the ultimate client experience. You can make a direct impact on our client’s financial freedom! Minimum Requirements: Previous experience in processing new business paperwork in a financial office preferred Intermediate to advanced computer skills E

Job Description Job Description Company Description BCR CPAs and Advisors, located in Winter Park, FL, is a professional CPA firm offering accounting services for businesses of all sizes. Specializing in taxes for real estate investors and small business owners we also offer financial planning, bookkeeping, and corporate taxes. Our firm is knowledgeable about current accounting practices and tax laws to help clients optimize their financial management. Our company has earned an outstanding reputation for providing innovative professional tax services and financial expertise to individuals and commercial businesses, offering more than just accurate financial statements and tax compliance. Role Description This is a part-time onsite role for a Tax Administrator at BCR CPAs and Advisors, located in Winter Park, FL. The ideal candidate would have experience of working as a Tax admin or office manager in a Tax or CPA Firm. This role is responsible for support of all activities related to cl

We are delighted to be partnered with a leading trust advisory firm that is looking for Associate Attorney to join their team. Key Responsibilities: Work closely with the processing department and collaborate with other team member attorneys for guidance on complex legal matters. Ensure each estate plan is legally sound, precise, and tailored to meet the client’s unique needs and objectives. Review and analyze legal documents, providing strategic recommendations while maintaining compliance with all relevant state and federal laws. Conduct educational seminars and workshops on estate planning topics, requiring strong public speaking skills. Engage with diverse audiences, explaining complex legal concepts in an accessible and understandable manner. Build trust with clients and community members through effective communication and education. Demonstrate excellent attention to detail, strong analytical and problem-solving abilities, and the ability to manage multiple cases simultaneously.

Job Description Job Description PRIMARY RESPONSIBILITIES: Prior experience in wood cabinet installation industry is a must!!! Primary responsibilities are to manage: warehouse, installation staffing and development, install quality control, daily install issues, install calendar, install tools and vehicles, assist Sales with design issues, install paperwork. Staffing Assist Management in hiring new Installers. Provide initial training and lead development for all Installers. Install Management Oversee final review and see that all jobs are deployed properly each day. Troubleshoot with Installers as necessary each day. Identify all outstanding issues for jobs each day. Update Front Office and Production with outstanding issues. Manage Install Schedule with Client Services to complete jobs. Fill in as an Installer when necessary. Assist Sales with design issues or re-measures when necessary. Equipment and Vehicles Manage inventory and quality of all equipment. Track all vehicles for time

SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. ESSENTIAL RESPONSIBILITIES AND TASKS ? Live and exemplify the Five Principles of Mars, Inc. within self and team. ? Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. ? Maximize the number of pets seen by the hospital team through through a productive and efficiently run hospital to support the needs of our wellness plan clients. ? Provide professional, efficient and exceptional service at all times. Thi

Job Description Job Description At our firrm we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Services and Customer Support Team. Their determined efforts in providing our clients with excellent customer service have overall improved the quality of our client relations and company sales margins. With our client’s upcoming expansion, we are looking to extend our Client Services and Customer Support Team. If you are team-spirited, share a passion in cultivating relationships, and have a desire to assist others, then the Client Services Representative role was made for you! Responsibilities of a Client Services Representative: Maintain direct open communication between our clients, their consumers, and our Client Services Representative Team Establish and maintain long-lasting business and client relationships Document client’s contact information, ensure their sales