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Administrative Assistant – Client Services Team Jobs

Client Services Assistant (Monday - Friday, 12Pm - 9Pm Est)
By BHG Financial At United States
BS/BA degree of relevant experience
2-3 years of customer service experience - preferably over the phone
Critical thinking and exceptional communication skills
Company-sponsored training and certification opportunities
All Remote employees at BHG Financial are required to work within the United States of America.
Schedule: Ability to work Monday - Friday 12-9pm EST
Administrative/Client Services Associate--Hybrid
By Monument Staffing At Greater Boston, United States
Manage client and team requests effectively and accurately, employing outstanding communication (verbal and written)
Prior experience in a financial services setting supporting investors or advisors
Outstanding professional communication skills and strong attention to detail
Great company culture and excellent benefits!
Maintain confidentiality with sensitive financial client information
Provides additional support as needed during tax season
Client Services Assistant Jobs
By BHG Financial At United States
Associates degree preferred or related work experience
1-2 years experience in a professional setting
Experience working in a fast-paced environment
Must have great organization and multi-tasking abilities
Critical thinking and exceptional communication skills
Company-sponsored training and certification opportunities
Client Services Team Manager
By Morgan & Westfield At United States
Create, interpret, and analyze management reports, financial reports, offering memorandums, document templates, presentations, and other documents.
Manage end-to-end interactions with clients - including client management and communications, document creation and analysis, and proactive transaction management.
3 to 5 years experience in M&A, corporate finance, business, consulting, professional services, finance, legal, or other related fields
Competitive Benefits & Compensation Package. For full-time roles, we offer the following:
Lead and manage a team of M&A client analysts.
Manage one-time (ad-hoc) projects with other teams.
Fit Team Administrative Assistant
By Charlotte Behavioral Health Care At Punta Gorda, FL, United States

Position: FIT Team Administrative Assistant Status: Pay: Starting at $16.15 per hour, based on experience Bonus: Position Summary Organize, coordinate and monitor administrative operations for the ...

Client Services Team Manager
By MediaRadar, Inc. At New York, United States
You have 2+ years of management experience.
Proactive mentality and excellent time management skills
Exceptional relationship building and relationship management skills
Manage and track team schedules, performance reviews, daily activities, and use the data to streamline team productivity.
Manage and facilitate cross-team collaborations with Sales, Marketing and Product.
You possess a BA/BS degree or commensurate experience.
Team Administrative Assistant/Scheduler
By Duke Health At , Durham, 27710, Nc
Schedule and assign ordered patient visits to clinicians based on case load, patient location and clinician skill level with manager oversight.
Patient schedule management for clinicians in Orientation.
Assure all ordered visits are scheduled to a clinician and notify manager of inability to cover open ordered visits.
Make weekly schedule adjustments for the upcoming week based on clinician handoff, caseload and manager oversight
Maintain list of each clinician’s caseloads and notify managers when caseloads are need to be adjusted.
Run and distribute reports weekly for managers and team meetings.
Team Assistant - Luxury Services Firm
By Tiger Recruitment Ltd At New York, NY, United States
Supporting the management on different projects
Fixed contribution towards health benefits
Ability to work remotely anywhere in the world for 2 weeks (employee to cover associated costs)
Travel and concierge request research, detailed
Interacting with suppliers in order to book travel, hotel and restaurant bookings
Helping to create client presentations
Client Services Manager - Team Lead
By MediaRadar, Inc. At New York, United States
You have 4+ years of management experience.
Proactive mentality and excellent time management skills
Exceptional relationship building and relationship management skills
Manage and track team activities, using data to streamline team productivity.
Manage and facilitate cross-team collaborations with Sales, Marketing and Product.
You possess a BA/BS degree or commensurate experience.
Client Services Assistant Jobs
By North Star Resource Group At Minneapolis, MN, United States
$18.50- $21.00 per hour depending on qualifications and experience
Strong computer skills, Microsoft Office Suite experience preferred
Excellent verbal and written communication skills
Good organizational and demonstrated problem solving skills a plus.
Knowledge of insurance/ financial services industry
Medical, Dental, Vision, Life Insurance, Short Term & Long Term Disability

Are you an organized and detail-oriented individual looking to join a dynamic Client Services team? We are looking for an Administrative Assistant to provide administrative support to our Client Services team. You will be responsible for managing client inquiries, scheduling meetings, and providing general administrative support. If you are a team player with excellent communication skills, we want to hear from you!

Overview:

The Administrative Assistant – Client Services Team is responsible for providing administrative support to the Client Services Team. This includes providing assistance with customer service inquiries, scheduling appointments, managing client files, and other administrative tasks.

Detailed Job Description:

The Administrative Assistant – Client Services Team will be responsible for providing administrative support to the Client Services Team. This includes providing assistance with customer service inquiries, scheduling appointments, managing client files, and other administrative tasks. The Administrative Assistant will also be responsible for maintaining accurate records and ensuring that all customer service inquiries are handled in a timely and professional manner.

What is Administrative Assistant – Client Services Team Job Skills Required?

• Excellent customer service skills
• Strong organizational and time management skills
• Ability to multitask and prioritize tasks
• Proficiency in Microsoft Office Suite
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team

What is Administrative Assistant – Client Services Team Job Qualifications?

• High school diploma or equivalent
• Previous administrative experience
• Knowledge of customer service principles and practices

What is Administrative Assistant – Client Services Team Job Knowledge?

• Knowledge of customer service principles and practices
• Knowledge of office procedures and protocols
• Knowledge of Microsoft Office Suite

What is Administrative Assistant – Client Services Team Job Experience?

• Previous administrative experience
• Experience in customer service

What is Administrative Assistant – Client Services Team Job Responsibilities?

• Provide administrative support to the Client Services Team
• Respond to customer service inquiries in a timely and professional manner
• Schedule appointments and manage client files
• Maintain accurate records and ensure that all customer service inquiries are handled in a timely and professional manner
• Assist with other administrative tasks as needed