Finance Client Services Specialist
Berger Financial Group, Inc
Berger Financial Group, headquartered in Plymouth, MN, is seeking a detail-oriented Client Services Associate to join our Central Services Team. This role presents a unique opportunity for career growth in the dynamic financial services sector. You will prepare account applications, manage documentation, and maintain client relationships while contributing to special projects. The position offers competitive pay and generous paid time off, ensuring work-life balance. #J-18808-Ljbffr Berger Financial Group, Inc
- Berger Financial Group in Plymouth, MN is seeking a detail-oriented Client Services Associate to join our Central Services Team. You will support client onboarding, account setups, asset transfers, and ongoing communications with clients and advisors to ensure accuracy...Suggested
$24.87 - $41.45 per hour
A financial services provider is seeking a dedicated professional in Minneapolis, MN to manage client relationships and support account representatives. The role requires a minimum of 4 years of experience and a Bachelor's degree in a relevant field. Strong customer service...SuggestedHourly pay$107k - $133.5k
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...career paths - whether shaped by military service, community college education, or a wide... ...partnering Desired Skills:• B.S. or B.A. in finance, accounting, management, or another...SuggestedFull timeWork at officeFlexible hoursDay shift$41.2k - $76.8k
...Senior Client Service Representative Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight... ..., receipt of various premium notices from carriers and finance companies. Effectuate premium finance agreements and notices...SuggestedMinimum wageLocal areaNight shift$20 per hour
...OpportunityAre you a friendly and organized receptionist looking for a part-time opportunity? Do you enjoy providing excellent client service, creating a welcoming environment, and keeping an office running smoothly?THE RIGHT STAFF is seeking a Part-Time Reception Admin...SuggestedContract workPart timeSeasonal workWork at office- ...Description Job Overview: The Client Accounting Portfolio Specialist is responsible for the accurate... ...Bachelor’s degree in Accounting , Finance, or a related field preferred Minimum... ...medical plans, dental, vision, EAP services, Life Insurance, and Long-Term...Full timeLocal area
$75k - $84k
A leading global accounting firm is seeking a Tax Senior in Private Client Services. This role involves delivering tax compliance and consulting services to high-net-worth clients, preparing complex tax returns, and mentoring junior staff. Ideal candidates will have a strong...- ...Contingent Worker Role providing services for TIAA’s family of companies... ...company business needs.Senior Client Reporting SpecialistThe Senior Client Reporting Specialist partners with associates in Distribution... ...disciplines such as marketing, finance or economics is...Full timeWork at office
$60k - $78k
...Job Description Job Description Description: At Great Waters Financial, the Client Experience Advisor (CEA) plays a vital role in delivering exceptional service and personalized support to our clients. Rooted in a culture of collaboration and attention to detail,...- CAPTRUST is seeking a Wealth Client Management Consultant to work closely with financial advisors to provide exceptional service to wealth clients. This role is primarily focused on building and servicing client relationships, ensuring satisfaction, and complying with industry...Work at office
- ...culture, this is the one. Role overview As a key member of the Aroris Service team, the Account Services Associate is responsible for maintaining strong relationships with assigned clients and enabling smart negotiations with payers. As the connective force...InternshipPrivate practiceFlexible hours
$53.7k - $93k
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more...Work at office- CLA (CliftonLarsonAllen) Minneapolis, MN is seeking an Associate to join our CAAS (Nonprofit Industry) team. You will support client service, processing routine accounting tasks, and help prepare financial statements for nonprofit clients. Ideal candidates have accounting...Work at officeLocal area
$70k - $85k
...Sales Development Representative At Paystand, we're not just another fintech companywe're trailblazers in decentralized finance (DeFi), transforming how businesses manage their finances. With thriving hubs in Santa Cruz, San Francisco, Austin, Minneapolis, Mexico City...Hourly payWork at officeRemote workWorldwide$50k
...support the accounting and financial reporting needs of multiple clients. You will be responsible for maintaining accurate accounting... ...Collaborate with firm personnel to provide outstanding client service. Minimum Education Required Associates Degree Minimum...Flexible hoursShift work$13 - $16 per hour
Ace Hardware Cashiers and Customer Service Associates assist customers with purchases, operate the register, help customers locate tools and hardware items, answer basic home improvement questions, restock shelves, organize merchandise, and help maintain store cleanliness...Hourly payFull timeFlexible hours$14 - $18 per hour
Tractor Supply Cashiers and Customer Service Associates operate the register, assist customers with purchases and product questions, restock shelves, help maintain store cleanliness, assist with returns and exchanges, and support general store operations. This position...Hourly payFull time$35 - $45 per hour
...reasoned and comprehensive legal services. With an emphasis on building... ...relationships with our clients, our professionals take the time... ...office: Banking and Finance, Litigation, Corporate and Estate... ...reports. Back up Billing Specialist as needed. Qualifications...Hourly payWork at office- Job Title Location 5301 Industrial Blvd NE, Fridley, MN, 55421, United States Base Pay $22.00 - $27.00 / Year Employee Type Non-Exempt Contact Information Name Ashley Bradbury Email ****@*****.*** Description Requirements Brin Glass Company...
$22 per hour
...Client Specialist We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team in Minneapolis. In this role, you will serve as the face of the bank as the initial welcoming contact for clients and provides superior customer...Hourly payTemporary workLocal areaMonday to Friday$12 - $15 per hour
...and performance-based raises depending on location and experience. Family Dollar Cashiers are responsible for providing customer service, operating registers, handling cash transactions, assisting customers, stocking shelves when needed, organizing merchandise, cleaning...Hourly payFull timePart time$53.7k - $93k
CliftonLarsonAllen (CLA) is seeking an Associate for the CAAS (Construction Industry) team in our Minneapolis, MN office. The role focuses on client service, day-to-day accounting transactions, month-end close, and quarterly/annual processing. A Bachelor's degree and accounting/...Work at office- ...seeking an Associate to join our CAAS (Manufacturing Industry) team based out of our Minneapolis, MN office. The role focuses on client service, day-to-day transactions, month-end close, and quarterly/annual processing for multiple clients. Responsibilities include...Work at office
- CLA (CliftonLarsonAllen) in Minneapolis, MN, seeks an Associate to join our CAAS (Construction Industry) team. The role supports client service through sound accounting and financial processing. The position emphasizes day-to-day transactions, month-end close, and tax-...
- ...Advisors, LLC is seeking an Associate for our CAAS (Manufacturing Industry) team based in Minneapolis, MN. The role emphasizes client service, day-to-day transactional processing, month-end closing, and quarterly/annual tax-related tasks, with compensation range provided...
$53.7k - $93k
...Advisors, LLC (CLA) is seeking an Associate for the CAAS Construction Industry team based in Minneapolis, MN. The role involves client service, day-to-day transactions, and month-end close tasks with opportunities for growth and professional development. The...$55k - $95k
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more...Work at office- Overview Customer Experience & Service Transformation Management Consultant - Financial Services at Accenture (Minneapolis, MN). Responsibilities Evaluate clients’ current customer service offerings, identify gaps, shape vision, and provide recommendations and propose strategic...Contract workLive inWork at officeLocal area
- CLA in Minneapolis, MN is seeking an Associate to join the CAAS (Manufacturing Industry) team. The role focuses on client service, processing of day-to-day transactions, month-end closes, and quarterly/annual tax and reporting tasks. The position requires a Bachelor's...
$22.19 - $23.49 per hour
Customer Support Specialist, Tax Rippling Minneapolis, Minnesota, United States About this position About Rippling Rippling gives businesses one place to run HR, IT, and Finance. It brings together all of the workforce systems that are normally scattered across a company...Hourly payWork at officeShift work3 days per week
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