client service assistant

Bessemer Trust

<div>
 The Administrative Assistant role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer&rsquo;s ultra-high net worth clients from our Los Angeles office. The Administrative Assistant will provide seamless administrative support to the Client Advisory and Office Management Team.
 
 
 
 Responsibilities
 
 
 
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 Screen incoming communications and route for action and follow-up.
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 Communicate with both internal and external contacts including significant prospect and client relationships.
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 Draft and proof standard correspondence.
 </li>
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 Establish effective working relationships with colleagues and external contacts. This role may be required to provide flexible support to other Managers as required.
 </li>
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 Assist with bookkeeping and accounting for various client transactions.
 </li>
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 Comprehensive organization of meetings and luncheons as needed.
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 Detailed calendar management and coordination of travel arrangements.
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 Prepare and submit expense reports in a timely manner.
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 Welcome and assist guests visiting the office.
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 Provide general support to the Office Manager as needed.
 
 
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 Client Service
 
 
 
 <ul>
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 Handle routine communication with clients and their advisors via telephone, email, and fax.
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 Document written and verbal client interactions in Salesforce.
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 Prepare charts, spreadsheets, and materials for client meeting presentations using Excel, Word, PowerPoint and internal applications as needed.
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 File correspondence and other documents in internal databases.
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 Provide general support to the Client Advisory Team as needed.
 
 
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 </ul>
 
 Account Administration
 
 
 
 <ul>
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 Collaborate with the Client Administration Team to open accounts and coordinate with outside agents the transfer of assets to Bessemer.
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 Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies.
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 Process client remittances and bill payments
 
 
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 </ul>
 
 Qualifications
 
 
 
 <ul>
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 Bachelor&rsquo;s Degree Preferred
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 Excellent oral and written communication skills
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 Adaptable and versatile skill set
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 Strong attention to detail
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 Experience with Salesforce is a plus
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 Experience with Microsoft Office Suite (Word, Excel, PowerPoint, outlook) is preferred.
 </li>
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 Thoughtful interpersonal skills and comfort working within a team
 
 
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 </ul>
 The base salary range for this position is $70,000.00 - $90,000.00 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit&rsquo;s incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.
 
 
 
 About Bessemer Trust
 
 
 
 <ul>
 <li>
 Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management &mdash; disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
 </li>
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 Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
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 Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer&rsquo;s adherence to putting clients&rsquo; interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.
 
 
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 Key Facts
 
 
 
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 For more than 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
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 Headquartered in New York&rsquo;s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm&rsquo;s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
 </li>
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 To watch a video about Bessemer Trust&rsquo;s history, click here.
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 To learn more about Bessemer Trust, click here.
 
 
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 </ul>
 
 About Our Employee Rewards And Benefits
 
 
 
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 We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
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 Competitive base salary plus discretionary annual bonus for select positions
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 A 401(k) plan with a generous annual profit-sharing contribution
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 Personalized development and career opportunities, including tuition reimbursement support
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 Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
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 Employee assistance (EAP) and wellness programs
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 Hybrid work environment: 60% in office, 40% remote for most positions
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 Paid time off and paid parental leave
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 Employer-paid life insurance and short- and long-term disability coverage
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 Legal services and financial wellness plans at no cost to employees
 
 
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 Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.
 
</div>

Administrative Assistant

5 Star Insurance Group, LLC

Description: Administrative AssistantJoin a growing insurance agency in a career-track support role. Professional environment, advanced training, and clear advancement opportunitiesWhat You&rsquo;ll Do<ul><li>Support advisors with enrollments, and client documentation</li><li>Assist advisors with process of licensing &amp; contracting</li><li>New business intake coordination</li><li>Lead Referral Incentive Programs and Customer Appreciation Events</li></ul>What We&rsquo;re Looking For<ul><li>Strong communication and professionalism</li><li>Excellent organization and attention to detail</li><li>Ability to manage multiple priorities</li><li>Reliable and team-oriented work style</li><li>Office, client service, or sales support experience preferred</li></ul>Plus Factors (Not Required)<ul><li>Insurance or financial services experience</li><li>CRM or agency system experience</li><li>Insurance license or willingness to obtain (support available)</li><li>Confident navigating software and internal systems</li></ul>What We Offer<ul><li>Competitive pay + incentives</li><li>Paid training and structured onboarding</li><li>Licensing support</li><li>Clear advancement opportunities</li><li>Stable weekday schedule</li><li>Supportive, professional team environment</li></ul>Apply with your resume and a brief note on why this role is a strong fit for you.Job Type: Full-time or higher Part-timeSalary: $20.00 to $30.00 /hourJob Type: Full-timePay: $20.00 - $30.00 per hourBenefits:<ul><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Flexible schedule</li><li>Life insurance</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Referral program</li><li>Retirement plan</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul>Ability to Relocate:<ul><li>Appleton, WI 54913: Relocate before starting work (Required)</li></ul>Work Location: In person

Florida Swim Company

Overview:Florida Swim Company is a Mobile Aquatics Company who contracts out swim instructors and lifeguards to clients all over the state of Florida. Our office headquarters is located in Tampa, Florida. We are seeking an Assistant Manager with exceptional client service skills and a high degree of professionalism.This is a part-time, seasonal position running from April-September with some work from home days.Job Responsibilities<ul><li>Assisting with onboarding of swim instructors and lifeguards</li><li>Processing swim instructors' invoices</li><li>Light bookkeeping</li><li>Answer and respond to client inquiries and concerns via multi-line phone, email and chat</li><li>Misc admin tasks</li><li>Keeping reception area clean, taking out trash, vacuum/mop floors</li><li>Online marketing, updating website, social media management</li></ul>Qualifications<ul><li>A positive attitude and extraordinary client service skills are a must</li><li>Must possess professional phone and email etiquette</li><li>Ability to work independently, multitask and prioritize</li><li>Organized and manages time efficiently</li><li>Ability to effectively communicate and be a team player</li><li>A background in Aquatics or Childcare (preferred)</li><li>1+ Years Quickbooks experience (preferred)</li></ul>If you are looking for an opportunity to contribute to a dynamic team in a fast-paced environment, please apply with your resume.Pay: $20.00 per hourBenefits:<ul><li>Flexible schedule</li></ul>Work Location: Hybrid remote in Tampa, FL 33626

Assistant Office Manager

Divergent Group

Role Summary The SET Assistant plays a crucial role in supporting the preparation and submission of new business within both the risk management and wealth management sectors. This position requires a high level of attention to detail, organizational skills, and proactive communication to ensure the smooth processing of applications from submission to completion.This role offers an opportunity to contribute to a high-performing team, ensuring seamless business execution while supporting advisors and clients through the financial services process.Role Responsibilities<ul><li>Create and maintain new client households in the CRM database.</li><li>Submit applications for accounts and policies across multiple product lines.</li><li>Track and follow through on underwriting requirements and case progression.</li><li>Monitor and confirm asset transfers to ensure timely completion.</li><li>Conduct daily reviews of cases, addressing NIGO (Not In Good Order) updates as needed.</li><li>Proactively engage with producers to provide business tracking updates and resolve outstanding items.</li><li>Collaborate with internal teams to streamline processes and enhance efficiency in case management.</li><li>Maintain accurate records and documentation to support compliance and audit requirements.</li><li>Maintains professional attitude</li><li>Back up team members as needed, if applicable.</li><li>Complete other duties as assigned by Producer/Supervisor.</li><li>Proficiency in CRM systems and Microsoft Office Suite.</li><li>Excellent communication skills, both written and verbal.</li></ul>Required Qualifications<ul><li>High school diploma or equivalent required</li><li>Associate or bachelor&rsquo;s degree preferred</li><li>Two (2) or more years of experience in an administrative, client service, operations, or</li><li>office support role</li><li>Strong proficiency with technology, including Microsoft Office Suite</li><li>Demonstrated ability to adapt to new technology, system updates, and process</li><li>changes with a positive, solution-oriented mindset</li><li>Ability to handle sensitive and confidential information with discretion and</li><li>professionalism</li></ul>Preferred Qualifications<ul><li>Experience working in a professional services environment (financial services, legal,</li><li>insurance, or similar)</li><li>Familiarity with CRM systems, document management tools, and task management</li><li>platforms</li><li>Experience supporting client-facing professionals or teams</li><li>Interest in technology-enabled processes and continuous improvement</li></ul>Benefits<ul><li>Medical, dental, and vision insurance for full-time employees</li><li>401(k) retirement plan with company match</li><li>Paid time off (PTO) and paid holidays</li><li>Ongoing training and professional development opportunities</li></ul>Job Type: Full-timePay: $21.00 - $23.00 per hourExpected hours: 40 per weekBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>Are you proficient in Microsoft Office Suite?</li></ul>Education:<ul><li>Associate (Preferred)</li></ul>Experience:<ul><li>Administrative or Office Support Role: 2 years (Preferred)</li></ul>Work Location: Hybrid remote in Mechanicsburg, PA 17050

SET Assistant

Risk Placement Services, Inc

<div>Introduction 
<div>
At RPS, we don&rsquo;t just embrace bold ideas, we make them happen. We&rsquo;re a team of entrepreneurs, big-picture thinkers, and passionate experts who thrive on possibility. Every day, we collaborate across teams, challenge convention, and push boundaries to design innovative solutions for our clients. With access to top-rated carriers and a dynamic marketplace, we bring strategy and creativity together to deliver what others might call impossible. Here, every voice counts, every perspective matters, and every challenge is an opportunity to grow. You&rsquo;ll be supported by a culture that celebrates ownership, curiosity, and high performance, where you&rsquo;re trusted to do your best work and encouraged to keep learning along the way.
</div> 
Overview<div> 
At AgentLink, now a part of Gallagher, our mission is is to support insurance agents through superior service, trusted carriers, and innovative processes. Simply put &ndash; we help you sell more insurance, earn more commissions, and do more for your clients. We do that through a commitment to our core values and YOUR success.</div><div></div><div> 
As part of Gallagher, a global leader in insurance, risk management, and consulting, you&rsquo;ll be joining a team that&rsquo;s passionate about helping individuals and organizations thrive.</div><div></div><div> 
We have an exciting career opportunity for a Sales Assistant in our Louisville, KY office. This position requires strong organizational and communication skills. Role is to assist lead agent with tasks and management of client assistance as well as to make sales. The position also requires a team mentality as the assistant agent will be working closely with a lead agent and other assisting agents.</div> 
 
How you'll make an impact 
<ul><li>
Answering questions about benefits
</li><li>Assisting a client with isolating and enrolling in coverage options
</li><li>Entering information into a sales sheet</li><li>
Assisting clients with obtaining insurance cards, filing claims, obtaining tax documentation
</li><li>Scheduling appointments</li><li>
Other duties as assigned.</li></ul>
 
About You 
<ul><li>
High School diploma or equivalent.
</li><li>Excellent oral and written communication skills.</li><li>
Life &amp; Health License required (or ability to obtain within 30 days of employment).</li><li>
Experience with Excel and other tools used to load data is preferred.</li><li>
Minimum 1 year of related experience preferred. Insurance Industry awareness preferred.</li><li>
Ability to manage time effectively and prioritize work schedule, based on impact on business.</li><li>
Ability to estimate amount of time required to complete a task.</li></ul>
 
Compensation and benefits 
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you&rsquo;ll get, depending on your job level these benefits may improve:
<ul><li>Medical/dental/vision plans, which start from day one!</li><li>
Life and accident insurance</li><li>
401(K) and Roth options</li><li>
Tax-advantaged accounts (HSA, FSA)</li><li>
Educational expense reimbursement</li><li>
Paid parental leave</li></ul><div>
Other benefits include:</div><ul><li>
Digital mental health services (Talkspace)</li><li>
Flexible work hours (availability varies by office and job function)</li><li>
Training programs</li><li>
Gallagher Thrive program &ndash; elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing</li><li>
Charitable matching gift program</li><li>
And more...</li></ul><div>
**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.</div><div></div><div> 
We value inclusion and diversity</div>
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&amp;D) is a core part of our business, and it&rsquo;s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees&rsquo; diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as &ldquo;protected characteristics&rdquo;) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.</div>

Sales Assistant

Patriot Growth Insurance Services

<div>About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property &amp; casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot&rsquo;s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.
Position Overview: We are seeking a detail-oriented Sales Assistant to support our sales and client service teams within the individual health and Medicare space. This role plays a critical part in ensuring accurate application processing, client communication, and policy administration. The ideal candidate is organized, responsive, and thrives in a fast-paced environment supporting both internal teams and external partners.
Work Arrangement: This is a full-time remote position reporting to our office located in Palos, Verdes, CA.
Professional Responsibilities:
<ul><li>Process and manage individual health, Medicare, and life insurance applications, ensuring accuracy, compliance, and timely submission.</li>
<li>Serve as a point of contact for clients, external agents, and carriers, providing updates, resolving issues, and verifying coverage details.</li>
<li>Track application status, confirm policy approvals, and ensure correct effective dates and plan enrollments.</li>
<li>Support billing and policy administration, including premium notifications, renewals, terminations, and database updates.</li>
<li>Assist with claims processing and follow up on billing or coverage-related inquiries.</li>
<li>Collaborate with internal teams and external partners to address product, enrollment, and service-related questions.</li>
<li>Maintain accurate documentation and ensure all daily tasks and service requests are completed within established timelines.</li>
<li>Gather and organize sales materials and resources for Medicare and individual health products.</li>
</ul>
Qualifications and Requirements:
<ul><li>1+ years of experience in a customer service or administrative support role.</li>
<li>High School Diploma or GED required; Bachelor&rsquo;s degree in Business Administration or related field preferred.</li>
<li>Knowledge of health insurance products, including Medicare and Individual &amp; Family Plans (IFP), preferred.</li>
<li>Familiarity with insurance claims processing and life insurance administration preferred.</li>
<li>Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).</li>
<li>Strong attention to detail with the ability to manage data accurately and maintain organized records.</li>
<li>Excellent communication and interpersonal skills, with a customer-focused mindset.</li>
<li>Ability to prioritize tasks, adapt to changing demands, and work effectively in a team environment.</li>
</ul>
Why us: Patriot offers the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, with a focus on enhanced career opportunities and professional growth.
In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members, and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. Our benefits include:
<ul><li>Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs</li>
<li>Company paid Short-Term Disability, Long-Term Disability and Group Term Life</li>
<li>Company paid Employee Assistance Program</li>
<li>Paid Parental Leave</li>
<li>Paid holidays</li>
<li>Personalized PTO</li>
<li>401(k) with employer match</li>
</ul>
Pay Range: $28.84 - $36.05 per hour depending on experience.
<ul><li>A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.</li></ul>
Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&amp;I Policy located on our website at www.patriotgis.com.</div>

Sales Assistant (Remote)

TRENDY SALON

Job Opening: Hair stylist/assistantWe are looking for<ul><li>We are a busy, friendly salon looking for a passionate Hair Stylist and Hair Assistant to join our team. We pride ourselves on providing high-quality services and a welcoming experience for every client.</li></ul>✨ ResponsibilitiesHair Stylist:<ul><li>Provide hair services</li><li>Consult with clients to understand their needs and recommend styles</li><li>Maintain a clean and organized workstation</li><li>Build and maintain strong client relationships</li><li>Stay updated on current trends and techniques</li></ul>Hair Assistant:<ul><li>Assist stylists with clients (shampooing, blow-drying, prep work)</li><li>Keep salon clean and organized</li><li>Sanitize tools and maintain hygiene standards</li><li>Help with client check-in and overall customer experience</li><li>Support daily salon operations</li></ul>✅ RequirementsHair Stylist:<ul><li>Valid cosmetology license</li><li>Experience preferred</li><li>Strong communication and customer service skills</li><li>Ability to work in a team environment</li></ul>Hair Assistant:<ul><li>valid cosmetology licence</li><li>Willingness to learn and grow in the beauty industry</li><li>Positive attitude and strong work ethic</li><li>Good communication skills</li></ul>Requirements:<ul><li>Good communication and customer service skills</li><li>Friendly, professional, and well-presented</li><li>Reliable and punctual</li></ul>If you enjoy working with people and providing great service, we&rsquo;d love to hear from you.Job Types: Full-time, Part-timePay: From $17.00 per hourBenefits:<ul><li>Paid training</li></ul>Work Location: In person

Hair Stylist /Assistant

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Hair Stylist /Assistant