Join IV Nutrition as a Client Service Associate – Where Wellness Meets Exceptional Service. Are you. personable, approachable, and tech-savvy. Do you love creating. meaningful connections. while delivering. outstanding customer experiences. At. IV Nutrition. we’re on a mission to help people feel their best—and we need a. Client Service Associate. who’s passionate about. hospitality, health, and making every client feel valued. . In this role, yo...
Who We Are. Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is an eight-time Best Places to Work award winner in Business Insurance who has also...
Organization/Business Overview. Lakeview Financial Group is an independent financial services practice of Thrivent Financial. At Lakeview Financial Group, we take a broad-based approach to helping our members achieve multiple financial goals through strategic financial planning and development of financial strategies unique to each client. Thrivent Financial is the nation’s largest fraternal benefit organization which is a faith-based, not-for-pr...
Join IV Nutrition as a Client Service Associate – Where Wellness Meets Exceptional Service. Are you. personable, approachable, and tech-savvy. Do you love creating. meaningful connections. while delivering. outstanding customer experiences. At. IV Nutrition. we’re on a mission to help people feel their best—and we need a. Client Service Associate. who’s passionate about. hospitality, health, and making every client feel valued. . In this role, yo...
Job Title: Client Service Associate. Reports to: Matthew P. Thiel, MBA. FLSA Status: Non-Exempt. About Signature Wealth Strategies. We are a world class team of dedicated professionals using our God-given gifts to benefit others. By working together, we will succeed in following our three guiding principles: A commitment to our FAITH, treating clients like FAMILY, and being fully invested in our local COMMUNITY: As team member, you will be part o...
The Opportunity. The Client Service Assistant is responsible for supporting the commercial service team by providing excellent service and deliverables to external and internal clients in accordance with Hylant standards. This is a Hybrid position based in Toledo, OH. . In This Role You Will Execute On. Grow and develop knowledge in insurance as well as Hylant’s servicing tools and processes to obtain Property & Casualty licensure. Provide genera...
Who We Are. Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is an eight-time Best Places to Work award winner in Business Insurance who has also...
We are seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer service team, there is a new opening for the expansion of the marketing campaign. Servicing our clients with a smile and a han...
Do you have experience in the financial services industry and want to advance your career with an industry-leading firm. Our office is growing, and we are looking for a Client Service Associate to join our operations team. The Client Service Associate (CSA) is an integral part of advisor and branch support. responsible for using the client relationship model and turnkey tools. Activities may include but are not limited to servicing clients by ass...
We are looking for someone who thrives in a welcoming, customer service-oriented environment with. excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today. Join our team as a. Client Service Associate. and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with...
Position Summary. Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday n...
