Jobs
>
Lincoln

    Client Service Representative - Lincoln, United States - Aesplacement

    Aesplacement
    Aesplacement Lincoln, United States

    1 week ago

    Default job background
    Description

    **Position:** Client Service Representative - Financial Office - Lincoln, NE **Location:** Lincoln, NE

    **Job Id:** 2003 **# of Openings:** 1 **Client Service Representative** The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. **Job Description**

    The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, prepping the main advisor for his/her review meetings and preparing issued accounts for delivery.

    **Minimum Requirements:**

    Associates Degree preferred Financial Industry experience required

    2 + years working alongside a Financial Advisor in a fast-paced office environment preferred Experience with MS Office Suite and the ability to learn new software quickly

    This position requires that you possess the following skills:

    Strong organizational skills

    Excellent communication both written and verbal

    Attention to detail and accuracy

    Proactive Management Style and consistent follow-through

    **Responsibilities/Tasks:**

    This Client Service Representative will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for Client appointments. Other daily, weekly, and/or monthly tasks may include:

    Receive incoming client service calls in a friendly manner

    Complete each service request and resolve client issues

    Input notes into CRM and keep updated

    Coordinate and follow up on each client transfer

    Review application prior to submission

    Prepare client review summary for upcoming appointments

    Maintain professional communication with clients and staff

    Assist with Client update reports and mailings

    Assist in setting client appointments for Advisor

    Assist with New Business processing **Salary - $34,560 - $42,350 per year - Based on Experience** **Benefits** 401K - 3% Match Health Care Stipend PTO - 1 Week Hours - Monday - Friday 9:00 AM - 5:30 PM **Presented by Advisor Employee Services**

    Thank you for your interest in the Client Service Representative role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today

    Apply for this Position

  • PSS

    Customer Service Representative

    15 hours ago

    PSS Lincoln, United States

    Requires in-depth knowledge of company products and programs and coordination with field sales and internal sales and marketing resources. · Order entry and processing customer records. · Pay: $ $22.00 per hour · Expected hours: 40 per week · Experience level: · - 2 years · Shift ...

  • Puritan Springs

    Customer Service Representative

    1 week ago

    Puritan Springs Lincoln, United States

    Customer Service · - Phone, E-mail, Social Media · Basic Computer Skills along with 10 Key Calculator · Must have OUTGOING Personality · Must be Team Oriented · Must be able to function in a FAST paced environment · Pay: $ $18.00 per hour · Expected hours: 40 per week · **Benefit ...

  • Dotty's

    Csr - Customer Service Representative

    1 week ago

    Dotty's Lincoln, United States

    Dotty's · Seeking friendly, outgoing individuals who are self-sufficient and highly reliable. · **Starting Position Duties**: · Ø Greeting Guests · Ø Attending to guest needs · Ø Cash handling · Ø Daily Cleaning Maintenance · **Qualifications**: · Ø MUST BE 21 or OVER · **Compens ...

  • Penske Truck Leasing

    Customer Service Representative Fueler/Washer

    1 week ago

    Penske Truck Leasing Lincoln, United States Full time

    Address: 3930 Cavalry Ct, Lincoln, NE · What's the Job? · Ready to accelerate your career while helping our customers move forward? As a Customer Service Representative Fueler/Washer at Penske, you'll do exactly that. You will make sure vehicles are fueled, clean and safe before ...

  • HomeX Services Group

    Command Center Customer Service Representative

    2 days ago

    HomeX Services Group Lincoln, United States

    Founded in 2017, HomeX Services Group operates regionally throughout the Northeast and Mid-Atlantic as a provider of a wide range of home services including HVAC, plumbing, and electrical services. A focus on people, technology, and operations has helped HomeX be recognized as on ...

  • HomeX Services Group

    Call Center Customer Service Representative

    1 week ago

    HomeX Services Group Lincoln, United States

    **We are hiring for Speed Team members to join our call center** · **Training Class begins June 10th** · Founded in 2017, HomeX Services Group operates regionally throughout the Northeast and Mid-Atlantic as a provider of a wide range of home services including HVAC, plumbing, an ...

  • HomeX Services Group

    Call Center Customer Service Representative

    1 week ago

    HomeX Services Group Lincoln, United States

    **Part-Time, Full-Time, Weekends, and Seasonal Opportunities available** · **Training Class Begins June 10th** · Founded in 2017, HomeX Services Group operates regionally throughout the Northeast and Mid-Atlantic as a provider of a wide range of home services including HVAC, plum ...

  • Nothing Bundt Cakes

    Guest Service Representative

    1 week ago

    Nothing Bundt Cakes Lincoln, United States

    The Nothing Bundt Cakes (NbC) Guest Service Representative creates a warm, welcoming environment for our guests, offers creative solutions for unique celebratory occasions and sells our delicious cakes. The Guest Service Representative is the first point of brand contact in our b ...

  • Nothing Bundt Cakes

    Guest Service Representative

    1 week ago

    Nothing Bundt Cakes Lincoln, United States

    The Nothing Bundt Cakes (NbC) Guest Service Representative creates a warm, welcoming environment for our guests, offers creative solutions for unique celebratory occasions and sells our delicious cakes. The Guest Service Representative is the first point of brand contact in our b ...

  • Nothing Bundt Cakes

    Guest Service Representative

    1 week ago

    Nothing Bundt Cakes Lincoln, United States

    The Nothing Bundt Cakes (NbC) Guest Service Representative creates a warm, welcoming environment for our guests, offers creative solutions for unique celebratory occasions and sells our delicious cakes. The Guest Service Representative is the first p Guest Service, Representative ...

  • The Reserves Network, Inc.

    Customer Service Representative

    1 day ago

    The Reserves Network, Inc. Lincoln, United States

    Job Description · Job DescriptionWhen you step into the customer service representative role, you unlock endless possibilities for yourself, our client company, and the community they serve. Your expertise will strengthen a productive environment where quality is a way of life. · ...

  • Family Dollar

    customer service representative

    2 weeks ago

    Family Dollar Lincoln, United States

    Family Dollar N 11TH ST STE 10 [Retail Associate / Cashier / Team Member] As a Customer Service Representative at Family Dollar, you will: Be responsible for providing exceptional service to customers; Greet customers and assist them with selection of merchandise; Complete cash r ...

  • Ameritas

    Client Service Representative

    4 days ago

    Ameritas Lincoln, United States

    Client Service Representative - Life Insurance · Ameritas Life-Lincoln HYB-NEHY2 · Customer Service · Full-time · This is a hybrid role working partially in-office and partially from home. · The Client Service Representative - Life Insurance is responsible for supporting ser ...

  • Courtyard by Marriott

    Guest Services Representative

    1 week ago

    Courtyard by Marriott Lincoln, United States

    Courtyard by Marriott - JobID: [Front Desk Agent / Concierge] As a Guest Services Representative at Courtyard by Marriott, you'll: Welcome and greet guests upon arrival; Check guests in and out of the hotel; Provide exceptional customer service and address guest inquiries and con ...

  • Ameritas

    Client Service Representative

    5 days ago

    Ameritas State House, United States

    This is a hybrid role working partially in-office and partially from home. · The Client Service Representative - Life Insurance is responsible for supporting service delivery by using subject matter knowledge about company products and processes as well as by conducting basic ana ...

  • Rex Viola-Farmers Insurance Agency

    Customer Service Representative

    5 days ago

    Rex Viola-Farmers Insurance Agency Lincoln, United States

    Job Description · Job DescriptionOur office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking for part-time or full-time employees. Our Customer Service Representative will be responsible for provi ...

  • ZOLL LifeVest

    Patient Service Representative

    3 days ago

    ZOLL LifeVest Lincoln, United States

    Job Description · Job DescriptionPosition Title: Patient Service Representative (PSR) · Remote independent contract worker position · Competitive fee for service · Flexibility – work around your schedule · Lifesaving medical technology · The Cardiac Management Solutions division ...

  • Planet Fitness

    Member Services Representative

    1 week ago

    Planet Fitness Lincoln, United States Full time

    Job Summary · Monday - Friday · 2pm - 10pm · The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. · Essential Duties and Re ...

  • Ameritas

    Client Service Representative

    2 weeks ago

    Ameritas Lincoln, United States

    This is a hybrid role working partially in-office and partially from home. · TheClient Service Representative - Life Insuranceis responsible for supporting service delivery by using subject matter knowledge about company products and processes as well as by conducting basic analy ...

  • Crunch Fitness

    Member Services Representative

    1 week ago

    Crunch Fitness Lincoln, United States

    · The Member Services Representative (MSR) is the first and last interaction our members have at our facilities so they are the face of our operation The MSR handles all preliminary guest questions and concerns and works to maintain a fun and supportive atmosphere for our member ...