A company is looking for a Remote Administrative Assistant for the Client Services Team.Key Responsibilities : Own key reports and data analysis for actionable insightsCoordinate client review calls and internal meetingsManage task systems, audit processes, and updates to policies and proceduresRequired Qualifications : Minimum 2 years experience in an administrative roleProficiency in Microsoft Office tools and advanced Excel functionsAbility to work independently in a virtual environmentHigh school diploma required;
CPA firm experience preferred
Remote Admin Assistant Client Services Team
A company is looking for a Remote Administrative Assistant for the Client Services Team. Key Responsibilities:Own key reports and data analysis for actionable insightsCoordinate client review calls and internal meetingsManage task systems, audit processes, and updates to policies and proceduresRequi...
Financial Services Assistant State Farm Agent Team Member
Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency. Are you a motivated and customer-centric individual with a passion for sales and a desire to make a positive impact on people's lives? Do you dream of a rewarding caree...
Client Services Specialist - Accounts Team
A company is looking for a Client Services Specialist - Accounts Team. ...
Financial Services Assistant – State Farm Agent Team Member
As a member of our team, you will have the opportunity to grow professionally while making a meaningful difference in the lives of our valued customers. Collaborating with the agency team to develop and implement effective sales strategies. At Andy Herrero State Farm Agency, we value our team member...
Fully Remote - Client Services Representative
We're looking for enthusiastic, self-driven individuals to assist existing and prospective clients within our organization. In this position, you will work with multiple clients throughout the day, providing outstanding service and product knowledge. ...
Team Services Strategy, Analyst - (REMOTE)
Lead the Discovery Call with the Team Leader to discuss eXp team structures, the joining process, and team requirements, and gather essential information for determining the need for a CEA or other exceptions. Collect and process external documents such as proof of production and team rosters, and e...
Financial Services Assistant – State Farm Agent Team Member
Collaborating with our dedicated team of insurance professionals to provide outstanding customer service and achieve team goals. Excellent verbal and written communication skills to effectively interact with clients and the team. We take pride in our commitment to providing excellent service and com...
Client Services Assistant
The Client Services Assistant provides administrative support to the assigned sales region. Helping the sales team to improve their productivity by organizing high-quality, up-to-date support material such are reports, presentations, etc. Organize events and provide administrative support to assigne...
Financial Services Assistant – State Farm Agent Team Member
Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency. Are you a motivated and customer-centric individual with a passion for sales and a desire to make a positive impact on people's lives? Do you dream of a rewarding career wh...
client service representative/doctor assistant
Indian Prairie Animal Hospital is looking for a client service representative/doctor assistant. As a Client Services Representative, you will be the first welcoming point of contact into our practice, requiring a friendly, outgoing personality with strong attention to detail. Receptionist responsibi...