Respond to internet inquiries with courtesy, accuracy and professionalism.Promptly and accurately enter all customer inquiry data into the CRM.Conduct phone surveys to assess customer preferences and quality of experience.Effectively utilize lead management tools.Compile all necessary reports, forms...
Automated Scheduling: Clients booked on your calendar via SMS. ...
This individual will be a member of the Client Accounting Advisory Services (CAAS) team, working closely with the PYA Tax Department to serve PYA clients. Utilize financial reporting knowledge to prepare and analyze client balance sheets and income statements and identify/resolve client issues while...
Respond to internet inquiries with courtesy, accuracy and professionalism.Promptly and accurately enter all customer inquiry data into the CRM.Conduct phone surveys to assess customer preferences and quality of experience.Effectively utilize lead management tools.Compile all necessary reports, forms...
The Medicaid/Marketplace Client Strategy Senior Advisor plays a critical role in the interpretation of applicable state legislation and regulation, client retention, and overall client satisfaction within the line of business. The Medicaid/Marketplace Client Strategy Senior Advisor serves as the pri...
Job Title: Experienced Fee-Only Financial Advisor. We are seeking a seasoned Fee-Only Financial Advisor to join our team, expand their existing book of business, and potentially merge with our firm. Minimum of 3 years of experience in financial planning or investment advisory. Deliver exceptional fi...
From ensuring product availability on the sales floor to creating eye-catching visual displays to addressing customer inquiries to running an efficient check out process, our associates create memorable customer experiences while simultaneously assisting the Store Leadership team support Columbia Sp...
Responsible for selling, identifying and documenting service, maintenance, and repair service for customers. Work includes inspection of customer vehicles and frequent movement around the Service Department to convey information between customers and service technicians. Frequently interacts with cu...
About the RoleAs a Remote Customer Service Representative, you'll provide exceptional customer service from the comfort of your own home. Qualifications•High school diploma or equivalent•Excellent customer service skills•Strong communication and interpersonal skills•Ability to work independently and...
Provides customer service by explaining IRS policy and procedures, providing instructions and analyzing complex or unusual issues presented by taxpayers, practitioners and Service employees. This service is based upon interpretation and application of IRM procedures, regulations, court decisions, st...
Assist in merchandising, display maintenance and organization of sales floor and stock room. ...
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to a...
Ability to maintain the minimum sales requirements. ...
Sales Associate-COOL SPRINGS GALLERIA BBW Careers 02P25 2021-09-02T15:47:36+00:00 02P25 **Sales Associate-COOL SPRINGS GALLERIA**. Job Area: Store: Sales and Support Associate. Were hiring for you to join our team as a sales associate in our stores. Our associates are dedicated to d...
Sales Associates drive sales growth by flexing into multiple roles including selling, cashiering, replenishing, setting floorsets and/or cleaning. The primary responsibility of a Sales Associate is to provide an exceptional shopping experience to every customer utilizing Kirkland’s Home customer ser...
The Senior Representative, Customer Service Operations is responsible for providing outstanding customer service and managing accounts while providing sales support to field sales representatives. Customer Service is responsible for establishing, maintaining and enhancing customer business through c...
Minimum of 10 years of experience in financial advisory or wealth management roles, with a focus on high-net-worth clients. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the financial services industry!. Develop and maintain long-term relationsh...
Over the years Franklin Chrysler, Dodge, Jeep and RAM has established a reputation for providing the greater Franklin, Tennessee area with outstanding service. Oversee service orders and flow of Drive Lane. Ensure that customers receive prompt, courteous, and effective service. Ensure the daily inve...
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Client Service Associate...
Our Consultants have a deep understanding of Workday Financials applications. Ability to certify in other Workday Financials functional areas and to deploy the solution. ...
As a Customer Service Representative, you'll support TurboTax customers with product and software inquiries, including downloading, logging in, basic navigation, importing documents, printing, filing, and fundamental tax questions. As a CSR, you'll play a crucial role in ensuring our customers have ...
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to their e...
Your skillset rocks no matter what zone you're in and you can easily flex between the Salesfloor, Cash & Wrap, Fitting Room and Stockroom as needed. ...
The Customer Service Representative 1 responds to agents’ written and telephone inquiries regarding state insurance licenses and assists with questions regarding pre-licensing certificates, insurance license and contract status. Previous insurance or financial services experience is a plus. Ability ...
Equitable Advisors, LLC, (NY, NY ) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. We have a passion to make a posi...