Client Services Specialist Salary at Jim Rohn Process BETA

About the Company: Waldron Private Wealth (Waldron) is seeking a motivated, organized and task oriented individual. This individual will be responsible for assisting the Client Service (CS) department in their effort to provide concierge level administrative service for the firm’s high net-worth clients. About the Role: Build and maintain strong client relationships to ensure retention and client satisfaction. Gather, research and resolve standard client related issues and concerns. To resolve more complex client related issues and concerns, work with the guidance of a Team Lead. Implement financial planning strategies including, but not limited to, IRA contributions/conversions, 401k rollovers, life Insurance, gifting, charitable contributions, etc. Manage the onboarding process of new clients by facilitating or overseeing account openings, transfer requests and account reconciliations for individual’s Trusts, LLCs, LPs, etc. Set up and maintain various client transactions (e.g. cash

Client Service Representative Wilmington, DE (Hybrid-three days in-office per week and two days work from home) Monday - Friday, 10:00am-7:00pm Are you passionate about delivering exceptional service? Us too. We’re hiring a Client Service Representative for our Corporate Transactions call center team. You’ll work directly with our clients (other companies) and teams at CSC to provide solutions that help their business run smoother and smarter. Our client service professionals are empowered to solve customer inquiries and problems quickly and professionally. We provide the training, mentorship, and opportunities for growth. You bring the drive, energy, and commitment to provide world-class service. CSC is a place where you’re encouraged and expected to be your best. We’re a company of helpful people teaming up to make a difference in global business and our local communities. Passionate about service quality, giving back to the community, and devoted to continuous improvement, CSC is th

Job Description Job Description Independent Branch Client Service Specialist --Horsham, PA Independent Branches, led by a Schwab franchisee and staffed by employees of the franchisee, help individuals and families with their financial needs, including retirement planning, investing, protection planning, charitable giving, estate planning, and active trading solutions. To learn more about Schwab’s client offerings visit: http://www.aboutschwab.com/about The Schwab Independent Branch in Horsham, PA is looking for an Independent Branch Client Service Specialist with a passion for serving clients. Independent Branch Client Service Specialists are not employees of Charles Schwab & Co., Inc.; they are employees of the Independent Branch Leader (Schwab franchisee) and are Associated Persons of Charles Schwab & Co., Inc. ROLE DESCRIPTION Building strong, personal relationships with clients is a key component the Independent Branches’ success. Client Service Specialists greet clients and prospe

Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, technical and business professionals across all disciplines. Today at Penn Medicine, someone will make a breakthrough. Someone will heal a heart, deliver hopeful news, and give comfort and reassurance. Our employees shape our future each day. Are you living your life's work? Labor & Delivery/PETU/APU- 3 Preston/3Cathcart The Labor & Delivery, PETU and APU Units at Pennsylvania Hospital provide holistic, family centered services to the childbearing population of the Tri-state area including Central and Southern New Jersey, Northern Delaware and the Greater Philadelphia area and its suburbs. Labor & Delivery (L&D) is a Level III, tertiary care facility, located on the third floor of the Preston Building, which pr

Thriveworks Counseling is seeking individuals pursuing Pennsylvania State Licensure as a LPC in Philadelphia, PA. Thriveworks is a clinician-founded national private practice group with locations in 48 states. Our mission is to help people live happy, successful lives, and we believe that client accessibility, integrity, and quality care are what is most important. We put a lot of emphasis on the thought that—for our clinical team to be accessible to clients—we must fully support our clinicians by allowing them to do what they are trained to do. We operate under the idea that we are most successful by focusing on one job and being great at that job. Qualifications: A graduate of an approved 60-credit hour program Approved by the board as a Licensed Professional Counselor Associate Must meet all PA State Requirements for Pre Associate Licensure Post-graduate work experience in a counseling setting treating depression and anxiety required. Post-graduate work experience independently cond

Client Services Specialist Are you passionate about creating exceptional client experiences, ensuring smooth operations, and supporting financial planning processes? Join our team as a Client Service Specialist, where you’ll play a vital role in enhancing client relationships, supporting financial advisors, and ensuring operational excellence. What You’ll Do 1. Client Account & Relationship Management Be the go-to expert for opening and transferring accounts seamlessly. Manage account updates, including personal information, beneficiaries, and addresses. Lead client portal onboarding and become proficient in Addepar’s robust features. Coordinate advisor-approved money movement requests and manage Required Minimum Distributions (RMDs). Schedule and confirm client meetings, ensuring agendas are tailored for success. Deliver thoughtful, personal touches—like coordinating birthday cards or sending flowers—to elevate the client experience. Keep client data organized in Redtail CRM and prior

Job Description Job Description The Client Services Specialist plays a crucial role in supporting clients and their clinical subjects on a daily basis. As a key member of the Operations team, this individual will serve as a subject matter expert on company systems and products, assisting both internal and external stakeholders with inquiries and transactional operations. Responsibilities Act as the primary point of contact for site clients, addressing inquiries via phone and email. Support Project Managers with operational tasks, including system access, card distribution, and reporting. Develop and maintain strong relationships with clients and internal teams. Conduct ad hoc training sessions for clients as needed. Keep customer contact records up to date. Identify and recommend process improvements. Complete additional assignments, projects, or tasks as needed. Qualifications Bachelor's degree required. Strong communication skills, both verbal and written. Customer-focused mindset wi

Thriveworks is currently seeking Licensed Clinicians to provide a mix of telehealth and face-to-face sessions in Philadelphia, PA. Thriveworks is a clinician-founded national private practice group with locations in 48 states. Our mission is to help people live happy, successful lives, and we believe that client accessibility, integrity, and quality care are what is most important. We put a lot of emphasis on the thought that—in order for our clinical team to be accessible to clients—we must fully support our clinicians by allowing them to do what they are trained to do. We operate under the idea that we are most successful by focusing on one job and being great at that job. Qualifications: All eligible candidates must have one of the following independent licenses in Pennsylvania: LCSW or LMFT or LPC Licensed Clinical Psychologists (PhD or PsyD) Clinicians need to be licensed and living in the state in which they will be practicing Compensation: Up to $57,200 depending on licensure, s