Client Services Specialist for Legacy Planning
Qualified Staffing
Qualified Staffing is seeking a Client Services Coordinator for our Brighton, MI client. The role focuses on delivering a professional first impression, calendar management, and meticulous document handling for a financial/legal planning team. You will answer phones and emails, coordinate schedules, prepare meeting materials, and maintain CRM records. Requirements include an associate degree or higher, strong communication, discretion with confidential information, and ability to live within 30 #J-18808-Ljbffr Qualified Staffing
$40k - $60k
...successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will... ...Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire their...SuggestedFull timeFor contractorsWork at officeLocal areaRelocation packageFlexible hours$55k - $65k
...Reserve is seeking an experienced Regional Client Administrator (RCA) to help oversee its... ...system, and (4) providing world class custom service. Our RCA Team is recognized as both... ...services is redefining financial planning we hold monthly seminars that you would help...SuggestedFull timeWork at officeAfternoon shift$50k - $75k
...of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive... ...insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning...SuggestedFull timeWork at officeLocal areaRelocation package- ...Customer Service Professional We are hiring customer service professionals to join our commercial insurance support team. In this role, you will answer questions, help small business owners update their insurance policies, and work closely with local agents. This is...SuggestedTemporary workLocal area
- Cass Information Systems, Inc. is seeking a Client Success Manager to cultivate positive client relationships, understand client operations, and advocate Cass services to drive satisfaction and expand revenue. You will coordinate with sales and marketing, maintain governance...Suggested
- EP Wealth Advisors, LLC is seeking a Client Relationship Associate to support client satisfaction and retention. You’ll partner with... ...inquiries, account maintenance and reporting, ensuring timely service delivery. The ideal candidate has 1-3 years in investment advisory...
$15 - $20 per hour
...by using your passion for cutting-edge technology and customer service to expand the Verizon network. Learn and uncover customers'... ...individual-based commissions if you hit all your sales goals. Planning to go above and beyond? With our commission program, the opportunities...Hourly payFull timeTemporary workWork experience placementSummer workImmediate startRelocation packageShift workWeekend workAfternoon shift$16 - $21 per hour
...passion for cutting-edge technology, and exceptional customer service to expand the Verizon network. Learn and uncover customers'... ...individual-based commissions if you hit all your sales goals. Planning to go above and beyond? With our commission program, the opportunities...Hourly payFull timeTemporary workWork experience placementSummer workImmediate startShift workWeekend workAfternoon shift$40k - $58k
...State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and... ...: Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire their own...For contractorsFlexible hours- ...Chase, we are passionate about helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...ability and commitment to goals‑based planning and advice. A valid and active Series 7...
$16.5 - $18 per hour
...team in Farmington Hills, MI, as a Customer Service Representative! At Concentrix, we’re... ...-term success for both our teams and our clients. And we’ll invest in YOU to aid in your career... ...program (EAP), 401(k) retirement plan, paid time off and holidays, and paid training...Minimum wageWork at officeImmediate startShift work- ...Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin... ...to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product...Contract workFor contractorsWork experience placementLocal areaAfternoon shift
$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$19.2 per hour
...Food safety certification. Proficient merchandising skills to plan and execute produce/floral displays designed to drive profit, create... ...recognized by our guests as an industry leader when it comes to service, product selection, store design and overall atmosphere. You can...Daily paidFull time- ...produces customer quotations, revisions and follow-ups, answers technical and specification questions, and provides general customer service. The position is customer-facing and requires a high degree of professionalism, organization, and problem-solving ambition. This...Work at officeRemote workMonday to FridayShift workWeekend work
- ...the auto industry worldwide. We are looking for a Customer Service Sales Specialist to be based out of our Hamburg, MI facility. SUMMARY... ...Automotive manufacturing experience. Good written, oral, planning and organizational skills. Strong computer skills required...Contract workWorldwideFlexible hours
$35k - $45k
...a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual... ...insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning...Work at office- ...staff. Greets, instructs and assists customers in obtaining needed services within the office and IHA. Obtains and communicates necessary... ..., including medical information, advice and patient plans from providers and clinical staff. Ensures that family members,...Daily paidFull timeWork at officeLocal areaShift workDay shift
- ...phone, as well as a liaison between external customers and medical staff. Greets, instructs and assists customers in obtaining needed services within the office and IHA. Obtains and communicates necessary patient and office visit information to billing staff and...Work at officeLocal area
- ...Flexible scheduling Culture driven company Employee recognition programs Primary Responsibilities: Provide WOW! Customer Service to our members Assist with class scheduling and billing Work in a sales capacity to sell new memberships Job...Flexible hours
- Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin... ...to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product...For contractorsWork experience placementAfternoon shift
$16 per hour
...brand, at the front lines in our mission to provide world class service to our customers. You'll be responsible for greeting and assisting... ...also be eligible for paid time off, paid holidays and a 401(k) plan. We are a rapidly growing brand, and provide a variety...Hourly payPart timeFlexible hoursNight shift$15 - $15.5 per hour
...Go for WOW! is the standard of customer service at Duluth Trading Company. It is treating... ...~ Eligible to participate in the 401(k) Plan ~ Flexible Scheduling Position Compensation... ...excited to further the Duluth Trading legacy with a digital-first mindset, always...Daily paidFlexible hours- ...Description AutoZone’s store teams are the frontline of WOW! Customer Service, ensuring that customers find the right parts and solutions for... ...~ Unrivaled company culture ~ Medical, dental and vision plans ~ Exclusive discounts and perks, including an AutoZone in-...Hourly payFull timeTemporary workPart timeLocal areaFlexible hoursNight shiftDay shift
$21 - $21.5 per hour
...America's Top Employers—to hire multiple Service Representatives for their Commercial Lines... ...and online databases. Skills Client Service Customer Relations Customer... ...offerings, short-term disability, and a 401K plan (all benefits are based on eligibility)....Hourly payPermanent employmentTemporary workWork experience placementShift work- ...retirement program and passive monthly income ~ Health insurance reimbursement program Your responsibilities: Meet with clients over Zoom or by phone Present benefit and protection options Help secure families' financial futures Close sales and earn...Remote work
- ...Job Description Front of the House specialist wanted!!! Ore Creek Vet is looking for an... ...have someone that is in charge of positive client interactions whether it be on the phone,... ...giving our clients exceptional customer service. Company Description Ore Creek Veterinary...Night shift
- ...global staffing and IT consulting company. Job title: Inside Sales Coordinator. Location: Howell, MI. Duration: 06+ months. Job description: Entering customer orders and performing various customer service responsibilities. Strengthen customer relations by us... LanceSoft
$40k - $50k
...school diploma. Proficiency with Navision or similar ERP software. Financial knowledge and attention to detail. Strong customer service and communication skills. Desirable Spanish language skills. Working Environment Ability to sit for extended periods. Our Culture...- ...administration. Job Duties Responsible for assisting in the planning, directing, and evaluating all aspects and facets of a... ...athletic events. Facilitating athletic department community service and fundraising events. Providing support to all coaches when...Flexible hoursNight shiftWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Specialist for Legacy Planning. Be the first to apply!
- customer relations specialist Brighton, MI
- customer service associate Brighton, MI
- e-commerce customer service representative Brighton, MI
- client service representative Brighton, MI
- customer service expert Brighton, MI
- client relations specialist Brighton, MI
- customer service administrator Brighton, MI
- service representative Brighton, MI
- customer support agent Brighton, MI
- customer service representative (remote from home) Brighton, MI



