Director, Client Services Salary at Copperhill Consulting Llc BETA

Job Description Job Description The most important part of our business is making sure our clients needs are met. We are a family owned and operated, vibrant financial planning, and investment firm with integrated tax services. We need an intelligent, intuitive, pleasant, capable administrator to support our client interactions. Responsibilities are preparation of new account paperwork, account service paperwork, and account status reports. You will interact directly with clients via the phone and in person. This is a fulfilling position that you know that you are making a positive difference in peoples lives. Qualifications/Requirements 1 High School Diploma or Equivalent 2 Positive Demeaner in Person and on the Telephone 3 Previous Customer Service or Client Interaction Responsibilities 4 Ability to Pass a Criminal Background Check 5 Strong Computer Skills 6 Availability between the hours of 8-5 M-F Responsibilities 1 Answer Phones taking detailed information about client or potentia

Benefits: Medical, Dental and Vision coverage, eligible 1st of the month following hire Vacation, sick and personal time off 401k Plan with generous company match Disability and Life insurance Tuition Reimbursement Career advancement opportunities Salary starting at $45,000 depending on experience Be part of our team as a Customer Service Administrator at Luxfer MEL Technologies- Flemington, NJ As an innovative technology driven business, Luxfer MEL Technologies a global leader in the development, manufacture and supply of Magnesium and Zirconium based products. With our Luxfer core values of Customer First, Integrity, Accountability, Innovation, Personal Development and Teamwork, we create a drive and passion to achieve the highest of standards. What's great about working in this role: As a Customer Service Administrator, you'll play a critical role in coordinating across departments to ensure the efficient management of our customer orders. Your attention to detail, strong organizati

Philadelphia FIGHT John Bell Health Center PrEP Retention Coordinator Job Description Philadelphia FIGHT Community Health Center's HIV Pre-Exposure Prophylaxis Program is a nationally recognized program in PrEP delivery and implementation, as well as patient care. We are looking to establish a full-time PrEP Retention Coordinator Positon at the John Bell Health Center to support the clinical team in PrEP care and work collaboratively with the PrEP team at FIGHT in PrEP expansion across the health centers. This position will be the primary on-site staff person supporting the development of John Bell Health Center's PrEP & primary care initiative. The Pre-Exposure Prophylaxis (PrEP) Retention Coordinator will play a key role in the development and expansion of the PrEP resources including but not limited to: education, recruitment, engagement and retention, patient navigation and adherence counseling program at the John Bell Health Center. Qualifications: High school diploma required. Ba

Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day. Fair Hearing Appeals Agent $18.50/ Hourly Onsite- Hamilton, NJ Full-time and Full Benefits **Location and Schedule** This position is on-site located in Hamilton, New Jersey, United States. Shift Work: 8:00am 4:30pm EST, Monday through Friday. Overtime is available and may be required. Are you seeking an opportunity to make a real impact in a company that appreciates ideas and new ways of thinking??? **Join the Conduent Customer Service Team** ? Come join us and grow with a team of people who will challenge and inspire you to be the best!??? ? **Working for you** ? Enjoy a positive, employee-friendly cult

Job Title: Client Advisor Reports to: Store Director Division: Retail, Multi-brand OVERVIEW The Client Advisor is responsible for providing an outstanding client experience and meeting or exceeding sales objectives. Creating an outstanding client experience is a critical aspect of this job. It is accomplished by creating a positive, inviting and elevated environment for the discerning client. This includes enthusiastic, presentable and knowledgeable Client Advisors that understand the customer base, attractive and inviting displays, as well as clean and well-lit stores with the best selection of watches and jewelry for the local market. An outstanding client experience also includes fully satisfying the client as it relates to servicing a new or existing watch. It is crucial that Client Advisor focuses on developing a long-term relationship with the client that is based upon trust so the client is more likely to think of purchasing from the store in the future. This includes strategica

Job Description Job Description Job Description: Client Relations Specialist CamaPlan is a self-directed IRA/401k administrator focused on educating clients and partners about investing in alternative assets through self-directed qualified retirement plans. The Client Relations Specialists reports directly to the Director of Operations and is responsible for developing and maintaining relationships with investment product providers. CamaPlan will assist and train the new employee on our industry. Requirements: · Ideal candidate must be energetic, organized, outgoing, with excellent communication skills (written and verbal) and relationship building skills. · Experience in financial services, banking, accounting, finance, and real estate a plus. · Bachelor's and prior work experience a plus. · Solid knowledge of Microsoft software, excel, word, outlook. · Specific experience with retirement plans, retirement investing and IRS retirement compliance a plus. Responsibilities: · Developing

At eBay, we're more than a global ecommerce leader - we're changing the way the world shops and sells. Our platform empowers millions of buyers and sellers in more than 190 markets around the world. We're committed to pushing boundaries and leaving our mark as we reinvent the future of ecommerce for enthusiasts. Our customers are our compass, authenticity thrives, bold ideas are welcome, and everyone can bring their unique selves to work - every day. We're in this together, sustaining the future of our customers, our company, and our planet. Join a team of passionate thinkers, innovators, and dreamers - and help us connect people and build communities to create economic opportunity for all. About the team and the role: Goldin, an eBay company, is the top tier collectibles marketplace platform, with millions of customers globally. Our mission is to be the most trusted destination for collectors of trading cards, memorabilia, comics, video games and more. To accomplish this, we always pu

Director, Family Office Services Philadelphia, PA ISC's team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm acts as a Family Office to UHNW clients including individuals, families, trusts, foundations, and endowments. Due to growth, the firm is looking for a Director, Family Offices Services to join the Philly area office. The Family Office Services team provides a unique and high touch service offering to select Ultra-High Net Worth individuals and families looking for personalized Family Office support. This role will be highly visible within the Firm with opportunities to collaborate with other departments and interface with premier clients. Responsibilities: Provide strategic oversight for extended services for select portfolio of clients. Serve as a key contributor in partnership with Client accounting firms in the creation of annual budget and reporting. Review all new trusts and perform annual trust audits to ensure