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Account Services Expert Jobs

Account Services Coordinator Jobs
By IDR, Inc. At Cerritos, CA, United States
3+ years of professional experience in a Account Management or Sales role
Oversee and execute administrative and processing requirements
Ensure customer requests for benefit summaries and administrative changes are processed timely
Prior experience working with clients and providing administrative support
Experience in medical or dental claims highly preferred
Full Benefits; Medical, Vision, Dental, and more!
Vp, Account Services Jobs
By EPM Scientific At Evansville, IN, United States
Preferably with experience in Healthcare Client management
Demonstrates a comprehensive understanding of agency capabilities and offerings
Leads informative calls and capabilities presentations with Subject Matter Experts (SMEs) for new business prospects
Manages the profitability of client accounts throughout the agency
Directly manages the Account Services and Business Development teams
Over 10 years of experience in Account Services within the Marketing/Advertising Agency field
Account Services Representative Jobs
By Lumio At United States
1-3 years of experience in solar
Excellent collaboration and communication skills
Identify projects out of SLA and take timely action to get them back on track
Resolve project issues that prevent deal progression
Maximize install calendar density and efficiency
Conduct customer and sales outreach to collect/resolve pertinent items
Expert Medical Services Coordinator
By Teladoc Health At United States
Quiet/distraction free work at home environment with sufficient internet level
Manage the relationship for inbound member calls
Identify opportunities for improved member experience and provide feedback with member service improvement recommendations.
Exceptional computer skills required, including ability to multitask and navigate multiple systems seamlessly while on the phone with members
Ability to exceed customer expectations with a focus on issue resolution and member experience
Excellent communication skills with the ability to convey information in a clear, empathetic and articulate manner during monitored telephone conversations
Associate Account Services Coordinator
By IDR, Inc. At United States
3+ years of experience in Sales, Account Management, or Client Support
Work hand in hand with the Account Managers to oversee and execute administrative requirements
Process customer requests for benefit summaries and contact updates
Excellent customer service and communication skills
Full Benefits; Medical, Vision, Dental, and more!
***This position is fully remote. You must be able to work EST***
Expert Product Manager, Experian Consumer Services
By Experian At San Francisco, CA, United States
Experience with building ML models to improve user experience is a plus
Experience in managing conversion funnels, onboarding, advisory, and transactional flows
This role can be 100% remote or you can choose to work out of an Experian office.
Competitive pay and comprehensive benefits package, with a bonus target of 15%
You’ll drive ruthless prioritization to ensure we’re shipping products that are delivering value to our users along with performance metrics.
You are a strong advocate for data-driven decision-making and user research.
Account Services Coordinator Jobs
By Once Upon A Time At California, United States
Exceptional time management skills and ability to work independently, under pressure, with tight deadlines
Digital asset management and distribution
Assist Account Manager and VP as needed with project management.
Experience and knowledge of Audio/Video formats preferred
Experience working with Microsoft Office Suite and Google Suite
Excellent organisational, verbal, and written communication skills
Account Services Trader Jobs
By Beacon Pointe Advisors At , Scottsdale, Az $60 an hour
1 – 2+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
Support day to day operations of our Unified Managed Account (UMA) platform through Envestnet
Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred)
Experience with Charles Schwab, Fidelity and/or TD Ameritrade institutional platforms and paperwork preferred
Excellent interpersonal and verbal/written skills
Strong commitment to detail with excellent organization and prioritization skills
Manager- Account Services Jobs
By Verizon At , Ashburn, Va
Bachelor's degree or four or more years of experience.
Six or more years of relevant work experience.
Strong written and verbal communicator capable of articulating needed actions to an audience with diverse professional backgrounds in-person and remotely.
Ability to work in a team environment as well as independently to fulfill customer requirements.
Experience using MS Office including Project, Google Office, an enterprise accounting system, teleconference system, and SharePoint.
Interacting with our Subcontracts Administrators to track partner contract modifications.
Account Services Specialist Jobs
By Picket Homes At Nashville, TN, United States
Strong time and people management skills
Experience with accounting software and advanced knowledge of MS Excel
Outstanding leadership and managerial skills
Opportunity to join a company re-inventing the property management industry.
3–5 years’ experience as a collector or similar role
Good verbal and written communication skills
Senior Director, Account Services
By Synchrony Group, LLC At West Chester, PA, United States
A well-defined sense of diplomacy, including solid negotiation, conflict resolution, and people management skills
Facilitate communication between team members and clients necessary to maintain strong relationships and effective account management
Keep senior management apprised of critical client concerns and opportunities
Keep senior management apprised of critical internal issues, concerns, and opportunities
History of successful management of ~3 million dollars of fee/year
Monitor and manage assigned activities to ensure timely delivery of products and services

Are you looking for a job that allows you to use your customer service skills to help people manage their finances? We are looking for an Account Services Expert to join our team and provide exceptional service to our customers. You will be responsible for helping customers open and manage their accounts, answering questions, and resolving any issues that may arise. If you are passionate about helping people and have a knack for problem solving, this could be the perfect job for you!

Overview Account Services Expert is a professional who provides customer service and support to clients in the financial services industry. They are responsible for helping clients with their financial needs, such as setting up accounts, managing investments, and providing advice on financial matters. They must be knowledgeable about the financial services industry and be able to provide accurate and timely information to clients. Detailed Job Description Account Services Experts are responsible for providing customer service and support to clients in the financial services industry. They must be knowledgeable about the financial services industry and be able to provide accurate and timely information to clients. They must be able to understand and explain complex financial concepts and products to clients. They must be able to identify and resolve customer issues in a timely manner. They must be able to work independently and as part of a team. Job Skills Required
• Knowledge of financial services industry
• Excellent customer service skills
• Ability to explain complex financial concepts and products
• Ability to identify and resolve customer issues
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to work under pressure
• Computer literacy
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Previous experience in the financial services industry
• Professional certification in the financial services industry (e.g. CFA, CFP, etc.)
Job Knowledge
• Knowledge of financial services industry
• Knowledge of financial products and services
• Knowledge of financial regulations and laws
• Knowledge of customer service principles
Job Experience
• Previous experience in the financial services industry
• Experience in customer service
• Experience in problem-solving
Job Responsibilities
• Provide customer service and support to clients in the financial services industry
• Explain complex financial concepts and products to clients
• Identify and resolve customer issues in a timely manner
• Monitor client accounts and investments
• Provide advice on financial matters
• Ensure compliance with financial regulations and laws
• Maintain accurate records of client accounts and investments