Client manager [h1.location_city]
[job_alerts.create_a_job]
Client manager • south bend in
[last_updated.last_updated_variable_hours]
To demonstrate a servant’s heart to KFG’s clients and the firm by providing timely, considerate, and professional service.
To build trust with clients and team members and add referable ...[show_more][last_updated.last_updated_30]
Remote Agent — Talent Find Professional.Many people want work that feels meaningful and gives them the freedom to build a better future.
At Talent Find Professional, we help motivated individu...[show_more][last_updated.last_updated_variable_days]
Work from home with TurboTax Product Expert Get paid $18.Get a $405 Certification bonus³ Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sund...[show_more][last_updated.last_updated_variable_days]
Remote Customer Service Representative.Remote, W-9 (Independent Contractor) .Become a Customer Service Representative, work from home, and set your own schedule while helping others!.If helpin...[show_more][last_updated.last_updated_30]
Help at Home is hiring an IDD Client Service Supervisor! .Office hours are Monday-Friday 8 : 30am-5 : 00pm.Work hours for this role will vary a little to support client needs.Help at Home, LLC&nbs...[show_more][last_updated.last_updated_variable_days]
Why Choose The Tyler Brewer Agency?.First year agents average $50,000-$75,000 / year, with top performers reaching $100,000 in their first year.
This is fully commission / 1099 position.Work remotely fr...[show_more][last_updated.last_updated_variable_days]
A company is looking for a Client Account Manager to serve as the primary project manager and liaison between the client and internal teams.
Key Responsibilities Provide best-in-class client suppo...[show_more][last_updated.last_updated_30]
National Client is offering Endocrinology positions Nationwide!!.Realize greater clinical satisfaction and Work / Life Balance.
They are seeking Endocrinologists that are looking for an opportunity th...[show_more][last_updated.last_updated_30]
Branch Banking Client Consultant II Licensed.The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that ...[show_more][last_updated.last_updated_variable_days]
Help at Home is hiring an IDD Client Service Supervisor! .Office hours are Monday-Friday 8 : 30am-5 : 00pm.Work hours for this role will vary a little to support client needs.Help at Home, LLC is the n...[show_more][last_updated.last_updated_variable_days]
Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities Look no further! Were on the lookout for dedicated professionals like you to join our es...[show_more][last_updated.last_updated_variable_days]
If You’re Great at Helping People, We’ve Got the Career for You.Are you a natural communicator who enjoys solving problems and creating great customer experiences? At Orkin, we’ll...[show_more][last_updated.last_updated_30]
Award-winning, inclusive, top workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.
More than 11,000 of the industry's brightest talent drive our efforts to ...[show_more][last_updated.last_updated_variable_hours]
Saint Joseph Medical Group (SJMG).Board Certified or Board Eligible.Obstetrics and Gynecology Laborist.Saint Joseph Mishawaka Medical Center.
This is a mission-oriented organization where you will b...[show_more][last_updated.last_updated_30]
Xylem is a Fortune 500 global water solutions company dedicated to advancing sustainable impact and empowering the people who make water work every day.
As a leading water technology company with 23...[show_more][last_updated.last_updated_30]
Benchmark is a national leader in providing programs to individuals with disabilities and behavior health needs.Our South Bend IN location is seeking a qualified Client Financial Specialist success...[show_more][last_updated.last_updated_30]
As a Client Specialist, you will : .Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approa...[show_more][last_updated.last_updated_30]
The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our cli...[show_more][last_updated.last_updated_variable_days]
This position can be based in any of our CDM Smith offices • • •.CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater background to help further acce...[show_more][last_updated.last_updated_variable_days]
- [promoted]
Client Service Coordinator - Wealth Management
Korhorn Financial Group IncGranger, IN, US[job_card.full_time]
- [promoted]
Client Support Specialist
Talent Find ProfessionalSouth Bend, IN, US[job_card.full_time] +1
- [promoted]
TurboTax Remote Client Support Specialist
TurboTaxSouth Bend, IN, US[filters.remote]
[job_card.full_time]
WFH Client Service Rep - $250 bonus after training
NexRepMishawaka, Indiana[filters.remote]
[job_card.full_time]
- [promoted]
IDD Client Service Supervisor
Help At HomeSouth Bend, IN, US[job_card.full_time]
- [promoted]
Client Benefit Specialist-Full Training-100% Commission
Brewer AgencySouth Bend, IN, US[job_card.permanent]
Client Account Manager
VirtualVocationsSouth Bend, Indiana, United States[job_card.full_time]
National Client is offering Endocrinology positions Nationwide!!
Doctor’s Choice Placement ServicesMidwest / Plains, Indiana, US[job_card.permanent]
- [promoted]
Branch Banking Client Consultant II Licensed
Flagstar BankGranger, IN, US[job_card.full_time]
IDD Client Service Supervisor
Help at HomeSouth Bend, IN[job_card.full_time]
- [promoted]
Work From Home Client Benefits Specialist
Global Elite TexasSouth Bend, Indiana, USA[filters.remote]
[job_card.full_time]
- [promoted]
Client Services Administrator
Orkin LLCSouth Bend, IN, US[job_card.full_time]
- [new]
Personal Insurance Client Service Representative
Marsh & McLennanSouth Bend, IN, United States[job_card.full_time]
- [promoted]
OB / GYN Laborist Opportunity - Mishawaka, IN
HealthEcareers - ClientMishawaka, IN, USA[job_card.full_time] +1
- [promoted]
Client Solutions Manager
XylemSouth Bend, IN, US[job_card.full_time]
- [promoted]
Client Financial Specialist
Benchmark Human Services-INSouth Bend, Indiana, USA[job_card.full_time]
Client Specialist
BairdMishawaka, IN[job_card.full_time]
Branch Banking – Client Consultant II – Licensed
New York Community BankGranger, Indiana, United States of America[job_card.full_time]
Industrial Client Service Leader - Industrial Water and Wastewater
CDM SmithSouth Bend, IN, United States[job_card.full_time]
Client Service Coordinator - Wealth Management
Korhorn Financial Group IncGranger, IN, US[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Strong written and verbal communication skills. Significant computer and software training or experience (i.e. Microsoft Office, CRM Software, etc.). Above average typing skills. Must be well organized with time, resources, physical office space, and client documents / information, detail oriented, and be able to manage a large workload. Must be intrinsically motivated and able to work individually with little direction. Must be a team player and able to collaborate with team members and financial professionals from other firms. Comfortable interacting with clients via telephone, email, video conferencing, or face-to-face. Must be coachable, goal oriented, grasp concepts quickly, able to work in a fast-paced environment, embrace change, and have a strong desire to learn and grow in the financial services industry. Bachelor’s degree from an accredited college or university preferred. Two to three years of financial industry experience preferred. Prolonged periods of sitting at a desk and working on a computer.
Job Description
Job Description
Position Mission Statement
To demonstrate a servant’s heart to KFG’s clients and the firm by providing timely, considerate, and professional service. To build trust with clients and team members and add referable value to KFG’s relationship with its clients.
Responsibilities and Tasks
- Monitor Financial Advisor(s) email inbox, voicemail, and incoming client phone calls to identify and respond to client service-related correspondence from clients.
- Manage Financial Advisor(s) calendars, schedule client appointments, conference calls, and web meetings.
- Conduct qualifying conversations with prospective clients.
- Schedule initial consultations with prospective clients and appropriate Financial Advisor based on prospect source and complexity.
- Coordinate joint client meetings with other professionals (i.e., estate planning attorney, elder law attorney, etc.).
- Respond to client service requests.
- Preparation of Financial Planning Agreements and Invoices.
- Provide back-up coverage for reception staff, as needed.
- Processing of client payments.
- Scanning of client appointment documents, paperwork, etc.
- Manage and update Client Service processes, as needed.
- Performs other duties as required.
Required Skills and Abilities
Education and Experience
Physical Requirements