Customer Service Advocate II Salary at Blue Cross Blue Shield BETA

A independent investment consulting and retirement advisory firm serving clients nation-wide is seeking a Client Service Associate. As a Client Service Associate, you will be responsible for assisting financial advisors in all elements of client service, practice management, and business development. Responsibilities Include: Online database management, maintenance of client relationship management (CRM) and portfolio tracking software. Scheduling advisor appointments and maintaining advisors’ calendars. Proposal generation, client onboarding, preparation of new account and related paperwork for new and existing clients. Preparation of client review material, organization and entry of financial data. Tracking and responding to all client service requests and follow up tasks. Assisting with marketing and business development efforts. Qualifications Include: Bachelor’s Degree in a related field or commensurate experience Experience with the Microsoft Office suite Excellent verbal, writte

THE MATHER GROUP The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive wealth management services with our clients’ best interests in mind. What we are doing differently is educating our clients on what fiduciary responsibility really means, at a time when it is more important than ever. OUR CORE VALUES Curiosity Continuously seek knowledge to provide innovative, tailored advice. Humility Value client perspectives to build strong, trust-based relationships. Accountability Deliver on promises with transparent communication and responsible actions. Respect Foster an inclusive environment where all clients feel heard, valued, and appreciated. Resilience Adapt and thrive amidst challenges, providing stability, and peace of mind. Elevate Continuously seek ways to add value and exceed client expectations. CLIENT SERVICES ASSOCIATE We are seeking a highly motivated and detail-oriented Client

Introduction: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that youre close but not an exact match, we encourage you to apply. Overview: As the Client Service Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallaghers clients. You will work alongside experienced team members as you learn the business. Through hands on learning, you will gain the knowledge, skills and abilities to make client-related decisions independently. How you'll make an impact: You learn an

The Registered 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 considerati

Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word proc Client Service, Registered, Associate, Service, Processing, Branch Manager, Retail

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

POSITION OVERVIEW Our Client Service Associates (CSAs) are an integral part of the Wealth Management Team, providing a broad range of technical and client management support to firm senior advisors, advisors, and Kovitz clients. This role serves as a liaison between our clients, advisors, custodians, and Operations Team. Our CSA Team plays a vital role in managing client relationships, is passionate about client service, and has the highest ethical and professional standards of excellence. A successful CSA at Kovitz is a proactive problem solver with excellent communication, organizational and time management skills. This role is ideal for a meticulous, client-focused professional who takes pride in accuracy, efficiency and delivering a white glove client experience. The right candidate thrives in a fast-paced high-performance environment and is driven to uphold the exceptional standards of our top wealth advisors and clients. SPECIFIC JOB RESPONSIBILITIES Manage all aspects of account

Customer Advocates with at least 2 years of customer-facing experience to build an exciting career at Carvana - the fastest-growing used automotive retailer in U.S. history and one of the four fastest companies to make the Fortune 500! Whether it's d Customer Service, Advocate, Delivery, Customer Experience, Vehicle, Service, Retail, Automotive