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Client Service Associate Jobs in Montana

4 jobs

Client Service Associate Job Number: 3070138 Posting Date : May 31, 2016 Primary Location : Americas-United States of America-Montana-Bozeman Job : Wealth Management Employment Type: Part Time Job Level: Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn ...
POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms. Knowledge, Skills, and Abilities Excellent written and verbal communication skills. Str...
Description Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Manager and/or Chief of Staff (COS) to ensure effective communicat...
Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Manager and/or Chief of Staff (COS) to ensure effective communication with all ...