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
...Manager and Business Development of potential projects with current and potential new Clients. Actively participate in industry related organizations to network and promote the interest of Choate Construction. Has demonstrated the ability to interact with Architect...
...requests, or modification of existing loans. Post-closing disbursement for purchase money transactions. Daily routine includes Supporting documentation for all incoming loans, letters of credit, and subordination order and review; review of attorney-prepared...
...experience in Facets application Claims Billing Membership Provider Excellent analytical and communication skills Strong team leading experience from onsite including onsite offshore coordination Good stakeholder management skills including reporting skills...
About Us Horizon Infusions is Ohios leading ambulatory infusion network, delivering expert, patient-focused infusion therapy through advanced facilities and an experienced clinical team. Position Summary We are seeking a motivated Sales Associate to support...
...Charge Nurse (RN) Clinical Operations & Accountability Lead Company: Madison Medical Location: Madison, NJ Salary: $102,00... ...certification Minimum 5+ years of clinical nursing experience (outpatient or multidisciplinary setting preferred) Demonstrated...