Under immediate supervision, the Registered Client Services Associate assists one or more Financial Advisors with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for Financial Advisor comm

Own is the leading data platform trusted by thousands of organizations to protect and activate SaaS data to transform their businesses. Own empowers customers to ensure the availability, security and compliance of mission critical data, while unlocking new ways to gain deeper insights faster. By partnering with some of the world's largest SaaS ecosystems such as Salesforc

Job Locations US CA Irwindale Job ID 2023 5298 Overview Charlie's Produce Who We Are Charlie's Produce is a privately owned wholesale produce company. We are the largest privately owned produce wholesaler on the West Coast, and we are growing. The secret to our success in this industry is PEOPLE! We strive to hire the best and we reward them with a working environment tha

Receives and responds to telephone calls from members, and health plans/employer groups. Demonstrates knowledge and understanding of all ASH products and programs through consistent proficiency in quality, quantity, and responsiveness. Responsive to customer contacts in a professional, accurate, timely and courteous manner. Ascertains the nature of the contact and records

Community Associate Address 3558 Round Barn Blvd Suite 200 95403 Santa Rosa California The world of work is changing...short commutes, flexibility, and convenience are the minimum standards employees want when it comes to how they want to work! At IWG, we are leading the way. We've built the world's largest workspace network so that our customers can work from wherever, a

Client Manager, Small Group Employee Benefits Job Locations US CA Pasadena | US CA Anaheim Job ID 2024 4220 Posted Date 4/9/2024 Department Employee Benefits What You'll Do Responsible for assigned book of business amounting to $800k in revenue Process renewals and incidental new business, cancellations and policy changes Responsible for accuracy of your work product and

Responsible for growing existing service business and developing new service business while ensuring attainment of service sales goals and profitability Forecast department requirements, expenditures, and develop annual budgets; including revenue generation and cost containment. Analyze actual versus budget and make appropriate adjustments when necessary Develop and imple

Under direct supervision of the Supv, MCC Support and/or the MCC Team Manager, this position is responsible for performing duties related to service and sales production, acts as a financial advisor; and performs related work as assigned. This position will complete transactions accurately and provide information on all products and services in a timely, courteous, and ef

Deliver exceptional customer centric service and order management to internal & external customers Own order management process from pre order through delivery Support the Showroom Sales Consultants in the sales efforts; quote/order entry; sample requests; processing and collecting payments Submit requests for returns, Credit Memo, Transfer of Funds, or Refund of Funds on

AND SCOPE To facilitate timely payment of Arbon service invoices through telephone and written collection techniques, while maintaining positive customer and representative relations. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. This position is responsible for the collection of outstanding Arbon service invoices. The incumbent

Our Contact Center is looking for engaged and independent member service professionals to help our members achieve their financial goals. As a Sales and Service Representative, you will be part of a supportive and dynamic member focused sales team. This Representative works in a fast paced environment focused on serving our members over the phone with a variety of banking

Looking for stability? An innovative company? Fun atmosphere? Come work for a family owned business focused on growth and people, NOT stock price! In addition to a standard benefits package of medical/dental/vision, ISCO offers a 3% MATCH ON RETIREMENT. Come feel part of ONE TEAM all while working with leading edge technology for a market leader! ISCO Industries is an end

Identifies and resolves customer concerns with Terex AWP products. Assists customers with their service training needs and information. Assists engineering as requested with the improvement and development of AWP products. Assists all customers with the safe and proper operation. Assist Terex Product Safety upon request. Requires up to 70% travel (fleet vehicle provided)

Job Location Mather, CA   Salary Range $20.00 $22.00 Hourly Description Customer Service Representative The Company Modern Aviation (the "Company") is a private equity backed; platform company launched in 2018 that is focused on the fixed based operator ("FBO") sector. The Company has been rapidly growing through the acquisition of FBO locations and has significant ad

Develops and maintains profitable and successful relationships with PGW client publishers, using tools and efficiencies provided by Ingram. Operates as the main point of contact for all things pertaining to assigned clients. Oversees publishers' new title projections, backlist sales, inventory analysis and promotional recommendations. Prepares and leads client pre sales m