Our Client Care Specialists help clients all day, every day, and they have fun along the way. Money is one of those big worries in life; you help take the worry and complexity away in this position. Because of this, we believe that you will find our Client Care Specialist position to be both meaningful and rewarding.
As a Client Care Specialist, you will get to know our extended family…our clients….and their families. You help implement plans for our clients to educate their children, buy homes and vehicles, and retire! Most of the time, we are helping in the most fun stages of life. But sometimes we touch people by caring and helping through illness or death in their families. We make sure money is the last thing on our families’ minds when going through joy or sorrow. Our Client Care Team is warm and social. They are comfortable dealing with people. They are self-confident and responsible. They are curious, creative, and truthful. But most of all, they are resourceful.
While we can teach the details about investments, financial planning, and money, we can’t teach compassion, kindness, and caring. A person will excel in this position if they love to help . Honor and confidentiality are essential. Learning is a must because strategies and tools change often. Persistence and tenacity on behalf of our clients are welcome. Teamwork is critical. Communicating to simplify is critical. Listening is vital. Problem-solving is required. Computer skills are assumed. Documentation is a must.
Client Care can be a lifelong career or a bridge to other positions.
Responsibilities:
Skills & Proficiencies:
Job Type: Full-time
Pay: From $37,500.00 per year
Benefits:
Compensation Package:
Schedule:
Education:
Experience:
Language:
Work Location: In person
...Represent the company with Owner(s), Architects, Consultants, Government Authorities, Vendors and Subcontractors. Administer all financial... .... Provide documentation as necessary. Maintain close relations with subcontractors, including early notification of submittal...
...INTEGRITY. SERVICE. STEWARDSHIP . We have a passion for purpose driven work! Do you? JOIN OUR FAMILY! Provide palliative nursing care and support to pediatric patients and families WHAT YOU WILL DO: Assess physical, psychosocial and spiritual needs of the...
...This is a part-time (2-3 days/week) worked onsite in Reisterstown Key Responsibilities Greet and welcome visitors, clients, and vendors in a professional and courteous manner Answer, screen, and direct incoming phone calls Serve as the main point of contact...
...policies and procedures Responsible for compliance with Fair Housing, Non-Discrimination and housing legislation Ensure lease agreements... ...: ~10+ years of managing a portfolio of 10,000+ units in affordable housing or a mix of Affordable and Class A / B market-rate...
...Job Description: The special education teacher is responsible for a caseload of students on IEPs and 504s; providing students with services outlined in their plans and ensuring the proper implementation of IEPs and 504s Responsibilities : Provide direct and indirect...