Brokerage Operations & Client Services Specialist
Colliers International
Colliers International in Minneapolis is seeking an Operations Associate to support daily activities within the Operations Department. The role involves providing service and operational support to clients and representatives, managing brokerage accounts, and ensuring compliance with regulatory requirements. Candidates should have prior experience in the broker-dealer or securities industry, along with strong communication, analytical, and organizational skills. This is a full-time in-office position. #J-18808-Ljbffr
- ...The Client ExperienceSpecialist is a service-mindful professional who manages all non-licensed aspects of the... ...clients, third parties and internal operations. As a trusted professional, you... ...the largest residential real estate brokerage franchisors, with approximately 2,...OperationsContract workTemporary workRemote workWorldwideRelocation
$45k - $48k
...Osaic Careers Customer Service Opportunity in Financial Services Client Support Representative Location(s)... ...read & interpret company policies, operations manuals, Pershing manuals, &... ...Minimum 1 years' experience of brokerage experience Completion of the...OperationsFull timeWork at office$49.7k - $81.65k
...Pay Range: $49,700.00 - $81,650.00. Position Overview The Client Services Specialist is responsible for achieving best‑in‑class customer experience... ...and field‑based Sales Specialists as a key commercial operations input enabling critical product and services delivery to exceed...OperationsTemporary workInternshipWork at officeWorldwideFlexible hours$18.25 - $29.75 per hour
Client Service Specialist Job Locations US-IL-Chicago | US-MI-Ann Arbor | US-IN-Evansville | US-MN-Minneapolis Category/Function... ...The Client Service Specialist provides administrative and operational support to Wealth Advisors and Trust Officers. This role ensures...OperationsFull time$22 per hour
...Client Specialist - Glen Lake We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team in Glen Lake. In this role, you will serve as the face of... ...in conjunction with the Deposit Operations department Sort, distribute,...OperationsHourly payTemporary workLocal areaMonday to Friday$49.7k - $81.65k
...Client Services Specialist By joining Bio-Techne, you'll join a company with a powerful and positive purpose of enabling cutting-edge research... ...and field-based Sales Specialists as a key commercial operations input enabling critical product and services delivery to exceed...OperationsTemporary workInternshipWork at officeWorldwideFlexible hours$52k - $68k
...Client Billing Specialist Minneapolis, MN; Kansas City, MO Description Lathrop GPM, one of... ...responsible for supporting the billing operations of the law firm by preparing,... ...processes. Lathrop GPM is a full-service, Am Law 200 law firm with offices in...OperationsTemporary workWork at officeImmediate startFlexible hours$50k - $70k
...Client Service Specialist The Client Service Specialist (CSS) is a valued member of our team, dedicated to ensuring that clients feel welcome... ...service. Additionally, the CSS handles various operational and administrative tasks to support the firm's smooth functioning...OperationsFull timeWork at officeImmediate startFlexible hoursShift work$28 - $35 per hour
Summary The Licensed Client Service Administrator works with a team of operations professionals to support the seven wealth advisors in the Crossroads Financial... ...and timely trading of accounts Complete brokerage account applications and utilize workflows to see...OperationsFull timeWork at officeMonday to Friday$22 per hour
...Client Specialist - Glen Lake We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team in Glen Lake. In this role, you will serve as the face of... ...in conjunction with the Deposit Operations department Sort, distribute,...OperationsHourly payTemporary workLocal areaMonday to Friday- ...Jeremy Moe. We're looking for a service-driven professional to... ...to our financial advisors and clients. This role involves managing... ...inquiries, supporting daily operations, and ensuring smooth communication... ...Ethics which requires all outside brokerage accounts to be maintained at...OperationsFull timeWork at officeImmediate startMonday to Friday
- ...Client Support Specialist The Client Support Specialist (CSS) plays a crucial role in ensuring the smooth operation of Dakota Woodlands' daily activities. As the welcoming face of the organization... .... With a strong focus on customer service, this role supports the mission of...OperationsFull timeCasual workWork at officeShift workNight shiftAfternoon shift
$12 - $15 per hour
...Salon Customer Experience Specialist The Customer Sales and Experience... ...ensures smooth front desk operations, accurate appointment scheduling, and prompt, courteous service. In addition to supporting the salon team and resolving client concerns, the Customer Sales and...OperationsHourly paySeasonal workWorldwide- ...Ahlhealthcaregroup in Maple Grove is seeking a motivated Program Coordinator for the Brooklyn Park program. This role involves overseeing operations, compliance with licensing requirements, and supporting staff and resident needs. Candidates should have relevant degrees and...OperationsMonday to Friday
$63k - $122k
...Senior Client Delivery Specialist Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At Husch Blackwell we believe that diverse, equitable...OperationsWork at office3 days per week- ...the largest and most experienced food and retail service company in the United States. We help our clients take the best breaks possible by providing unique... ...rollouts Communicate the client’s expectations to operations and customer service Determine internal resource requirements...OperationsWork at officeLocal areaRemote workFlexible hours
- ...enriching spaces and creating lasting value. JOB SUMMARY The Client Service Specialist serves as a key point of contact for clients, ensuring... ...proper documentation and data accuracy Collaborate with operations, warehouse, and billing teams to ensure client needs are met...OperationsWork at office
$12.7 - $15.9 per hour
...timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire... ...unless such accommodations would impose an undue hardship on the operations of the Company’s business. The Company will not revoke or...OperationsHourly payFull timePart timeFlexible hoursAfternoon shift$82.7k - $137.8k
...Client Account Support Advisor The PBM Operations Commercial New Client Implementation team is a group of client... ...through consistent customer-centric service delivery, operational excellence... ...implementation and operations specialists and leaders whose focus is to collaborate...OperationsLocal areaWork from homeFlexible hours$18 - $21 per hour
POSITION SUMMARY The Client Support Specialist provides receptionist support to a main office, including... ...visitors. Uses high level customer service skills, has bilingual ability in... ...standards. * Promotes the mission, operating values, and agency services of CLUES...OperationsFull timeTemporary workWork at officeMonday to FridayShift workAfternoon shift$24.47 per hour
...Key Account Support Specialist Job Locations US-MN-Minneapolis Primary... ...Full Time Category Client Services/Account Management Minimum... ...1-3+ Years of experience with grocery operations, including promotional planning activities...OperationsFull timeWork at officeFlexible hoursShift work$45k - $55k
Northwestern Mutual is seeking an Operations Specialist in Minnetonka to be the primary link between departmental teams and clients. This position underscores the importance of organizational skills to enhance client experiences and operational efficiency. The ideal candidate...Operations$85k - $100k
AdvisorSync Specialist (Client Service Administrator for AdvisorSync) Base pay range $85,000.00/yr - $100,000.00/yr Primary Purpose: In your... ...contact updates, and asset transactions. Coordinate with operations and compliance teams to ensure client requests are handled...Operations16 hoursFull timeTemporary workWork at officeImmediate startWork from home- ...Loan Support Specialist (Client Support Specialist) Job Category: Employee Requisition Number... ...our commercial banking products and services. An ability to work in a fast-paced environment... ...attorneys, clients, and internal loan operations team. Ensure proper execution of...OperationsFull timeWork at office
- ...to get things done make you the right person for our Customer Service Associate II position. Join our team today and lets create an... ...customers. Your Role at Dolla Customer Service, Associate, Service, Operations, Customer, Retailaa415a4b-8b21-40fc-a65c-70d2b25ca29a...Operations
$12.5 - $19.5 per hour
...through their eagerness to help, in-depth product knowledge, high brand and execution standards, and efficient execution of Front-End operations. Greet everyone and proactively approach customers to understand their needs and support their shopping experience....OperationsHourly payMinimum wage- ...about their work, their clients, and one another.... ...Director of US Trade Services, you'll serve as a subject... ...reports to support trade operations. Contribute to... ...ACE functionality and brokerage software Microsoft... ...Certified Customs Specialist (CCS) designation U...OperationsTemporary workWork at officeRemote workMonday to Friday
- ...While this position will not initially be responsible for owning client relationships, it includes exposure to customer interactions... ...Experience coordinating across multiple stakeholders (sales, design, operations, vendors, etc.) • Familiarity with reading basic drawings,...OperationsFull timeWork at officeShift work
$25.24 - $36 per hour
...Customer Service Representative Be part of a growing, successful company in an exciting and challenging field. Border States is... ...in: Maple Grove, MN. Job Summary: Supports the day-to-day operations of the Customer Service Team in promoting sales, obtaining orders...OperationsWork experience placementWork at office$19 per hour
...Part Time Customer Service Associate The Part Time Customer Service Associate provides customer service that is above and beyond... ...demonstrated experience in customer service, with experience in operations and sales. Rental car experience a plus. Excellent customer...OperationsPart timeImmediate startShift work
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