Client Services Salary at Hodosh Lyon & Hammer Ltd BETA

Job Description Job Description Description: This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support and case management for financial advisors. The work is primarily back-office assistance and could include client-facing support. This is a full-time position with a flexible work schedule. Remote work is possible for the right candidate following in-person training in our Cranston RI office. This position could also be part-time with the right candidate. Responsibilities: Client Care · Review, prepare documents and update client information as needed for client review meetings · Manage and resolve client service problems · Perform other allowable duties as assigned by the financial advisor(s) · Set up and maintain client management system · Call clients or prospects to set up meetings or appointments · Assist with coordination of client appreciation events and seminars · Assist with client

About the job At BGSF, our primary goal is to make a difference in people’s lives by connecting the right individuals with the right opportunities. Throughout our history we have worked tirelessly to cultivate a supportive, energetic environment where employees can expand their skill sets, grow in their careers, and have fun doing it! So, is BGSF the right place for you? Tell me more Work/life balance is a top priority at BGSF, both in policy and in practice. Our leadership team not only instated the following policies to support our employees’ lifestyles, they also consistently encourage staff maintain this balance. These benefits include: Ability to work hybrid (3 days a week in office) Paid maternity and parental leave Matching 401K contribution Company paid Short Term Disability PTO policy with additional days to volunteer, a floating holiday, and your birthday off! What you’ll do The Client Service Representative (our Technical Sales role) will be responsible for generating relati

The Equine Client Service Representative is an essential member of the Massachusetts Equine team. The Massachusetts Equine Clinic is in Uxbridge, Massachusetts and offers services including ambulatory care, hospitalization, sports medicine, reproduct Client Service, Representative, Payment Processing, Customer Service, Communications, Retail, Client

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

Introduction: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. 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. How you'll make an impact: We are seeking a Client Service Manager to join our growing team in our small business division who can deliver exceptional customer service! Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex? We are looking for people who are passionate about building relationships with clients, will collaborate w

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 gr

Job Description JOB SUMMARY: The overall goal and mission of TVCCA Housing Programs is to prevent people from becoming homeless. When applicants are presenting as "literally homeless," providing assistance and guidance to return them to safe, decent housing in the community as soon as possible (no more than 45 days, preferably in less than 30 days). The Client Services Navigator will work with those seeking services to identify the appropriate intervention that will resolve their current housing crisis. Through formal and informal assessment strategies, the Client Services Navigator will evaluate each household's individuals housing barriers, needs and goals and develop an appropriate plan of action. This may include a housing search to identify a new rental unit, negotiation with family members to remain with them or even travel arrangements to an area where they have more natural supports (family and friends). Each housing solution must be crafted to suit the family or individual app

Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview We are seeking an experienced Client Service Executive to join our growing team who can deliver outstanding customer service! Are you interested in developing the talent on your team? We are looking for people who are passionate about building relationships with clients, will collaborate with their team to achieve goals, constantly seek improvement and will demonstrate the value Gall