Client Services Specialist: Financial Accounts & Reports
$55k - $60kUBS Financial Services Inc.
A global wealth management firm is seeking a detail-oriented Client Associate in St Cloud, MI, to educate clients on services, maintain records, and assist with report preparation. This role ideally requires a bachelor’s degree, five years of client service experience in finance, and proficiency in Microsoft Office. The salary range for this full-time role is between $55,000 and $60,000, along with potential for discretionary bonuses and flexible working options. #J-18808-Ljbffr UBS
$55k - $60k
...exceeded? Responsibilities educate clients on account services and capabilities keep management systems... ...help with the preparation of reports and other materials for client meetings... ...individuals and families meet their financial goals through financial advisors who...FinancialAccountsFull timeWork at officeFlexible hours- ...handling high hazard/more complex accounts, supplementing the supervisor... ...on changes to products, services, processes and procedures, communicating... ...counseling when necessary. Reports non-compliant or unethical... ..., travel, insurance, and financial service offerings to...FinancialAccountsFull timeTemporary workWork experience placementWork at officeRemote workWork from homeHome officeFlexible hours
- ...Part Time Floating Client Service Associate Are you looking to progress... ...everything from conducting financial transactions, to educating... ...framework of Independent Bank accounts. Become skilled with... ...offerings. Client Service Specialist As a Client Service...FinancialAccountsHourly payPart timeFlexible hours
- ...and moral hazards, inspection reports, underwriting precedent and... ...to control the overall mix of accounts, profitability and take prompt... ...staff on company products, services, processes and underwriting philosophy... ..., travel, insurance, and financial service offerings to...FinancialAccountsFull timeTemporary workWork at officeRemote workWork from homeHome officeFlexible hours
$19.21 - $22 per hour
...policies within established limits. Prepare correspondence and reports. Maintain records and files. Review commercial insurance... ...Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers...FinancialHourly payFull timeTemporary workWork at officeRemote workWork from homeHome officeFlexible hours3 days per week$69k
...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications...Remote jobWork from homeFlexible hours- ...Customer Service Representative We are looking for someone with great customer service skills to be the first point of contact for all patients and visitors who come into our health center. This position is responsible for helping to organize and facilitate effective...Full timeWork experience placementWork at office
$14.93 per hour
...text. Responsibilities include providing basic information about products and services, assisting with simple orders and transactions, and following standard procedures to document and report issues. The position also involves entering and updating customer information...Hourly payWeekly payTemporary workLocal areaImmediate startMonday to FridayShift workAfternoon shift- ...Part-time Description BROAD FUNCTIONS: To obtain payments for goods while maintaining a high level of customer service. SPECIFIC RESPONSIBILITIES: Provides fast and friendly customer service Itemizes and totals purchases Verifies customer...Full timePart timeWeekend work
- ...Management Experience, excellent customer service, the ability to communicate effectively... ...team, basic math skills, ability to set financial goals, make sound business decisions,... ...White Cloud or Newaygo location. You would report to Vice President of Retail Operations....FinancialFull timeTemporary work
- ...daily living. The OTA also conducts in-services and training for patient caregivers and... ...programs as well as areas of clinical care. Reports to Director of Operations and is... ...~ Flexible Schedule ~ Health Savings Account ~401k w/company match ~ Medical, Dental...AccountsFull timeReliefFlexible hours
- ...The PTA may also assist in conducting in-services and training for facility staff on an... ...programs. The Physical Therapist Assistant reports to Licensed Physical Therapist and/or... ...~ Flexible Schedule ~ Health Savings Account ~401k w/company match ~ Medical, Dental...AccountsFull timeFlexible hoursWeekend work
- ...The PTA may also assist in conducting in-services and training for facility staff on an... ...programs. The Physical Therapist Assistant reports to Licensed Physical Therapist and/or... ...~ Flexible Schedule ~ Health Savings Account ~401k w/company match ~ Medical, Dental...AccountsFull timeReliefFlexible hoursWeekend work
- ...dynamic and licensed Insurance Customer Service & Sales Specialist to join our team. This role is... ...insurance product offerings, and fostering client relationships. The ideal candidate... ...making a meaningful impact on clients’ financial well-being. Benefits: ~401(k)...FinancialFlexible hours
$23.47 - $38.62 per hour
...Comprehensive plans available Retirement Savings : Long-term financial planning options Career Advancement : Opportunities to grow... ...: Deliver and collect mail on assigned routes Customer Service : Assist customers with postal needs and inquiries Administrative...FinancialHourly pay$25 per hour
...operations, helping us manage financial processes while supporting... ...include: Managing day-to-day accounting operations: Oversee AR/AP,... ...flow forecasts, job costing reports, and payroll cost analysis to... ...Communication & customer service: Ability to professionally interact...FinancialHourly payWeekly payTemporary workWork at officeShift workDay shift- ...significant career growth and unlimited earning potential. Key responsibilities include building relationships with customers, managing accounts, and providing agronomic support. Candidates should have three or more years of ag experience and excellent communication and...AccountsFlexible hours
- ...compassionate team. As the first face our clients see and the first voice they hear, you... ...and is passionate about providing top-tier service to both our two-legged and four-legged guests... ...cash drawer, running daily transaction reports, securing patient files, and prepping the...Full timeWork at officeDay shift
$40 per hour
...talented and motivated individuals to join our team of execution specialists. This is NOT like other job posts you’ve responded to! Our... ...and fast-growing industry. Responsibilities Oversee and manage accounts across an array of online platforms Learn and implement strategies...AccountsHourly payWork from homeFlexible hours- ...White Cloud, MI. The role involves thriving in a fast-paced kitchen environment while ensuring food safety and providing top-notch service. Ideal candidates should be able to lift up to 50lbs, work various shifts including nights and weekends, and possess a high school...Shift workNight shift
- ...Home‑Based Clinician to provide intensive, relationship‑focused services to infants, young children, and their families. This role is... ...community resources (housing, medical care, transportation, financial supports). Coordinate care with schools, DHS, courts, and community...FinancialTemporary workWork from homeFlexible hours
$59.47k - $77.18k
...seeking a Home‑Based Clinician within our Youth and Family Services team for a family-centered treatment program. This position... ...essential community resources (housing, medical care, transportation, financial supports). Coordinate care with schools, DHS, courts, and...FinancialTemporary workWork from homeFlexible hours- ...Were seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage sales transactio Customer Service, Associate...
- ...& Mission "Provide superior service, quality advice and show our utmost... ...customers to a banker. Reports To: Assistant Branch Manager and... ...of banking products, financial services, and technology * Develop relationships with clients and ensure customers' awareness...FinancialFull timeWork at officeFlexible hoursNight shift
- ...with operating companies dedicated to providing superior customer service through practical, cost effective and technologically advanced... ...death & dismemberment insurance ~ Flexible spending accounts for health and dependent care ~ Generous paid time off and sick...AccountsWorldwideFlexible hours
$30 per hour
...Match new policies to existing client records, ensuring accurate... ..., and adjust claim-related financial transactions, including expenses... ..., Reinsurance, or Finance/Accounting/Audit ~ Experience... ...America's Leading Workforce Specialist: When our Talent is looking...FinancialContract workMonday to Friday- ...Contact Center Customer Service Coordinator Our client, a leading organization in the consumer support industry, is seeking a dedicated and enthusiastic... ...Plans ~ Dental Plan ~ Vision Plan ~ Health Savings Account ~ Health Flexible Spending Account ~ Dependent Care...AccountsWeekly payTemporary workFlexible hours
$20 - $23 per hour
...Associate Chemist Our client, a leading organization in the food and beverage industry... ...results. Interpret data trends, prepare reports, and communicate findings to support CAPA... ...Plan ~ Vision Plan ~ Health Savings Account ~ Health Flexible Spending Account ~...AccountsWeekly payFull timeTemporary workFlexible hoursShift work$35k - $75k
...expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you... ...Provide excellent customer service. Accredited with the Financial Industry Regulatory Authority (FINRA) Life/Health...FinancialFor contractorsWork at officeRelocation package- ...Monitor patient status before, during, and after procedures and report changes promptly. Work 40 hours per week with 10-hour shifts... ...on travel assignments Weekly Pay: Get paid weekly for financial flexibility Other Benefits: ~ Health, dental, and vision coverage...FinancialHourly payWeekly payContract workImmediate startShift work
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