client services assistant

Indelicato & Coffey

We are seeking a highly organized, proactive Executive Assistant with a strong client service mindset to support a fast-paced financial planning office. This position will assist the financial advisors in the areas of administration, client service and financial planning. The ideal candidate is detail-oriented, professional, and thrives in a fast-paced environment, with a genuine passion for delivering exceptional client service.Primary ResponsibilitiesExecutive Support:<ul><li>Manage complex calendars, schedule client meetings, and coordinate daily priorities</li><li>Handle email management and correspondence on behalf of the advisor</li><li>Assist with project tracking, deadlines, and follow-ups</li><li>Coordinate travel arrangements and expense reporting as needed</li><li>Assist with special projects and firm initiatives</li></ul>Client Service<ul><li>Serve as a primary point of contact for clients, providing prompt and professional responses</li><li>Help deliver a high-touch, personalized service experience for every client</li><li>Coordinate client meetings, including confirmations, document preparation, and follow-ups</li><li>Support new client onboarding, ensuring a smooth and welcoming experience</li><li>Maintain accurate and up-to-date client records within CRM systems</li><li>Receive, review, and process documents returned to the office by clients, ensuring completeness and accuracy</li><li>Handle incoming client checks in accordance with firm procedures and compliance</li></ul>Key Traits of a Successful Executive Assistant / Client Service Associate<ul><li>Strong organizational skills with exceptional attention to detail</li><li>Excellent written and verbal communication skills</li><li>Ability to multi-task and able to prioritize</li><li>Positive attitude and sincere willingness to learn and grow</li><li>Team player and displays commitment to the team</li></ul>Qualifications<ul><li>Associate's degree or higher</li><li>Prior experience within the financial services industry or a similar role required</li><li>3+ years of related experience</li><li>Strong computer skills and knowledge of MS office</li><li>Ability to manage sensitive information with discretion</li></ul>About Our CompanyIndelicato &amp; Coffey is a private wealth advisory practice of Ameriprise Financial Services, LLC. At Indelicato &amp; Coffey our purpose is to help you feel confident, connected and in control of your financial life. We offer individually focused, competent guidance on a full range of investment, risk management and estate planning strategies. We are committed to our client&rsquo;s financial well-being.Indelicato &amp; Coffey is an equal opportunity employer.Position eligible for part-time, with minimum of 24 hours per weekJob Type: Full-timePay: $60,000.00 - $70,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Executive Assistant / Client Service Associate

Claire Myers Consulting

<div>
 
 
 LOCATION:
 
 Hybrid (Park City, UT)
 
 
 
 
 
 
 COMPENSATION:
 
 $60,000 &ndash; $70,000 base salary + discretionary bonus + benefits
 
 
 
 
 
 
 
 
 
 Overview:
 
 
 
 
 
 
 Our client is an Independent financial advisor based in Park City, UT is seeking a highly organized, proactive Administrative Assistant to serve as a true right-hand partner. This individual will play a critical role in supporting day-to-day operations, client service, and business organization as the firm enters its next phase of growth.
 
 
 The advisor has built a successful, relationship-driven practice and is looking for someone who complements his strengths, bringing structure, follow-through, and operational excellence. This is an opportunity to step into a highly impactful role where you will help streamline processes, and create capacity for future growth. This role is hybrid and ideal for someone who thrives in a role with clear ownership of operations and processes.
 
 
 
 
 
 
 
 
 
 Key Responsibilities:
 
 
 
 
 
 
 &bull; Serve as the primary administrative and operational support to the advisor
 
 
 &bull; Manage calendar, scheduling, and meeting coordination with clients and prospects
 
 
 &bull; Prepare for client meetings (agendas, materials, follow-ups, task tracking)
 
 
 &bull; Handle client service needs including account maintenance, paperwork, and general inquiries
 
 
 &bull; Coordinate and track workflows to ensure tasks are completed accurately and on time
 
 
 &bull; Assist with seminar and marketing logistics (mailers, event coordination, follow-up tracking)
 
 
 &bull; Organize and maintain CRM and client data; ensure clean, consistent records
 
 
 &bull; Identify inefficiencies and implement improved systems and processes
 
 
 &bull; Support general business operations and act as a &ldquo;catch-all&rdquo; for day-to-day needs
 
 
 &bull; Provide light sales support by helping manage outreach follow-ups and client touchpoint
 
 
 
 
 
 
 
 
 
 Qualifications:
 
 
 
 
 
 
 &bull; 3&ndash;8+ years of administrative, operations, or client service experience (financial services a plus, not required)
 
 
 &bull; Highly organized with strong attention to detail and follow-through
 
 
 &bull; Ability to take initiative and work independently in a remote environment
 
 
 &bull; Strong communication skills; professional and client-friendly demeanor
 
 
 &bull; Tech-savvy and comfortable learning new systems (CRM, scheduling tools, basic financial platforms)
 
 
 &bull; Process-oriented mindset with a desire to build and improve workflows
 
 
 &bull; Able to balance multiple priorities and comfortable holding the advisor accountable to commitments, timelines and follow-through
 
 
 &bull; Finds genuine satisfaction in closing loops, maintaining clean systems, and bringing order to ambiguity
 
 
 
</div>

Administrative Assistant (Client Service & Operations Support)

No Bull Financial Consulting, LLC

No Bull Financial ConsultingNo Bull Financial Consulting (NBFC) helps small business owners save time and make better decisions through accurate, timely bookkeeping and essential accounting support. Our three promises guide everything we do: Honest Advice. Flat Fees. No Bullshit.We are a fast-growing, fully remote firm seeking a reliable and detail-oriented Client Accounting Assistant to support our Client Accounting Specialists by handling foundational bookkeeping tasks that keep client files accurate, organized, and moving efficiently.This role is ideal for someone seeking meaningful, flexible part-time work &mdash; including parents, semi-retirees, and accounting students &mdash; while also offering a clear pathway to increase hours and grow into a Client Accounting Specialist over time.Job DetailsJob Title: Client Accounting Assistant Job Type: Part-time (10&ndash;20 hours per week to start) Work Location: Fully Remote Schedule: Flexible (Monday&ndash;Friday) Compensation: $15&ndash;$22 per hour (experience-based) Flexibility: Work when you want and take time away when you need to, as long as deadlines are met Required Meetings:<ul><li>Weekly Monday All-Hands Meeting (1pm CST)</li><li>Occasional participation in 1:1 calls with Client Accounting Specialists (typically brief, scheduling is flexible)</li><li>Depending on the number of CASs you support, this may result in a few required meetings per week</li><li>Advancement:</li><li>Clear opportunity to increase hours and grow into a Client Accounting Specialist role</li></ul>This role intentionally starts with a manageable hour load. High-performing team members often gain additional hours and responsibilities as they master the workflow.Responsibilities<ul><li>Enter financial data into QuickBooks Online and/or Xero</li><li>Categorize routine transactions and match bank transfers</li><li>Upload and organize client documentation within the accounting software</li><li>Request missing information from clients using templates</li><li>Maintain organized notes and ensure client files remain up-to-date</li><li>Assist with preparing client files for monthly reporting cycles</li><li>Support cleanup or catch-up work under the direction of a Client Accounting Specialist</li><li>Follow established workflows and checklists</li><li>Flag unusual or unclear transactions for review</li><li>Attend the weekly Monday meeting and participate in CAS 1:1 calls as requested</li><li>Participate in onboarding and ongoing training</li></ul>Your work directly increases the efficiency of our Client Accounting Specialists, enabling them to focus their time on higher-value responsibilities.Required Qualifications<ul><li>Strong attention to detail</li><li>Excellent organization and time management skills</li><li>Ability to follow structured workflows</li><li>Clear and professional written communication</li><li>Dependable and self-motivated in a remote environment</li><li>Tech-comfortable and eager to learn new systems</li><li>Must be a U.S. resident and legally eligible to work in the U.S.</li><li>Must pass a background check</li><li>Alignment with our values: integrity, professionalism, practicality</li></ul>Preferred (Not Required) QualificationsWe will train the right candidate.<ul><li>Experience with QuickBooks Online or Xero</li><li>Administrative, customer service, or operations experience</li><li>Basic understanding of bookkeeping concepts</li><li>Experience working with transactions, documentation, or data entry</li></ul>Our Culture: No Bullshit, High StandardsIntegrity &ndash; Honest Advice We produce accurate work, communicate clearly, and take responsibility for our decisions.Professionalism &ndash; Flat Fees We work efficiently, stay organized, and continually improve our skills.Practicality &ndash; No Bullshit We deliver useful information on time and avoid unnecessary complications or excuses.If you appreciate structure, reliability, flexibility, and continuous learning, this role will fit you well.Benefits<ul><li>Fully remote work</li><li>Flexible schedule (work when you want; take time away as needed)</li><li>Hands-on experience with modern cloud accounting systems</li><li>Direct mentorship from Client Accounting Specialists</li><li>Clear career path, with opportunities to advance into:</li><li>Client Accounting Specialist</li><li>Payroll, A/P, or A/R roles</li><li>Cleanup &amp; Corrections roles</li><li>Future leadership tracks</li></ul>How to ApplyPlease submit:<ul><li>Your r&eacute;sum&eacute;</li><li>A brief message explaining why you&rsquo;re a good fit for our No Bullshit culture</li><li>Any relevant skills or experience</li></ul>Your Indeed screening questionnaire will also be reviewed as part of the evaluation process.Job Type: Part-timePay: $15.00 - $25.00 per hourBenefits:<ul><li>Flexible schedule</li></ul>Application Question(s):<ul><li>Are you QuickBooks Online Certified?</li><li>Are you Xero Certified?</li><li>Are you ADP Certified?</li></ul>Work Location: Remote

Client Accounting Assistant (Remote)

Stifel

<div>Why Stifel:
<div>
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.</div><div></div><div> 
Let&rsquo;s talk about how you can find your place here at Stifel, where success meets success.</div>
What You'll Be Doing:
<div>
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) 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 FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).</div>
What We're Looking For:
<ul><li>Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.</li><li>
Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.</li><li>
Provide quotes and other account-related information to assist clients.</li><li>
Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.</li><li>
Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).</li><li>
Provide reports and other information to FA(s), as requested.</li><li>
Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.</li><li>
Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.</li><li>
Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.</li><li>
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.</li></ul>
What You'll Bring:
<ul><li>Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.</li><li>
Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.</li><li>
Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.</li><li>
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.</li><li>
Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.</li><li>
Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.</li></ul>
Education &amp; Experience:
<ul><li>Minimum Required: High School Diploma or equivalent</li><li>
Minimum Required: 2 years investment industry experience</li></ul>
Licenses &amp; Credentials:
<ul><li>Minimum Required: Series 7 and 63 or 66</li></ul>
Systems &amp; Technology:
<ul><li>Proficient in Microsoft Excel, Word, PowerPoint, Outlook.</li></ul>
About Stifel:
<div>
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients&rsquo; money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.</div><div></div><div> 
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let&rsquo;s talk about how you can find your place here at Stifel, where success meets success.</div><div></div><div> 
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.</div><div></div><div> 
Stifel is an Equal Opportunity Employer.</div></div>

Registered Client Service Associate

State of Missouri

<div>
 
 Job Location:
 
 613 E. Kearney St., Springfield, MO 65803
 
 
 
 Why You&rsquo;ll Love This Position
 
 
 
 Working for Vocational Rehabilitation, you will enjoy a culture of honesty, trust, respect, engagement, and collaboration. The work we do can be life-changing for Missouri citizens with disabilities as we work side-by-side with them in the journey toward employment. Our clients discover that sense of purpose and independence we all desire in life. The opportunities to grow in this position are endless where every day is a learning opportunity. If you find fulfillment in helping others meet life goals, we&rsquo;d love to have you on our team!
 
 
 
 Please note:
 
 The salary listed in this job description is a base salary. Applicants eligible for years-of-service adjustments or shift differentials may exceed salary range listed above.
 
 
 <ul>
 <li>
 Provide assistance to VR counselors in the provision of direct client services by assisting with the purchase of items needed for client&rsquo;s employment using an agency purchasing card.
 </li>
 <li>
 Receive visitors and answer telephone calls, determine purpose of visits and calls, furnish necessary information, take and relay messages and arrange appointments.
 </li>
 <li>
 Update, maintain, and provide information to clients and staff on the availability and utilization of community resources for financial aid, housing, transportation and job search assistance.
 </li>
 <li>
 Maintain case files and transfer case records through management information system.
 </li>
 <li>
 Request and document receipt of relevant medical, educational, and vocational information used in determining eligibility for vocational rehabilitation services.
 </li>
 <li>
 Write approved client authorization for services as directed by counselor or supervisor.
 </li>
 <li>
 Prepare documentation of client contact and follow up with counselor for case file.
 </li>
 <li>
 Assist counselor to arrange for provision of follow up services in accordance with approved individualized employment plans.
 </li>
 <li>
 Handle various remittances from vendors as they relate to client files and case service expenditures.
 </li>
 <li>
 Receive invoices for payment; review invoices for mathematical accuracy and dates of service; approve and process invoices for payment.
 </li>
 <li>
 Communicate with vendors and staff regarding discrepancy on invoices and take appropriate action to rectify the discrepancy.
 </li>
 <li>
 Other duties as assigned.
 </li>
 <li>
 Minimum of high school diploma or GED.
 </li>
 <li>
 One year of work experience or training in customer service and business office practices preferred.
 
 
 </li>
 </ul>
 
 Lack of post-secondary education will not be used as the sole basis denying consideration to any applicant.
 
 
 
 (Other qualifications and experience, which in the opinion of the Commissioner of Education meet the requirements of the position, may be accepted in lieu of the above.)
 
 
 The State of Missouri offers an excellent benefits package that includes a defined pension plan, generous amounts of leave and holiday time, and eligibility for health insurance coverage. Your total compensation is more than the dollars you receive in your paycheck. To help demonstrate the value of working for the State of Missouri, we have created an interactive Total Compensation Calculator. This tool provides a comprehensive view of benefits and more that are offered to prospective employees. The Total Compensation Calculator and other applicant resources can be found here.
 
 
 <ul>
 <li>
 Health insurance 1st of the month following start date
 </li>
 <li>
 Generous amounts of annual and sick leave each month
 </li>
 <li>
 13 paid holidays
 </li>
 <li>
 Retirement and deferred savings programs
 </li>
 <li>
 Ongoing opportunities for training and professional development
 
 
 </li>
 </ul>
 If you have questions about this position, please contact: Human Resources at 573-751-3251 or by email: vacancy@vr.dese.mo.gov
 
 
 To our applicants with disabilities: For assistance with any phase of the application process, please contact Human Resources at 573-751-3251. Reasonable attempts will be made to accommodate requested needs. TTY/TDD users: Relay Missouri Service: 573-751-0881.
 
 
 Notice to Applicants: Missouri Department of Elementary and Secondary Education is unable to sponsor applicants for work visas through INS.
 
 
</div>

Administrative Support Assistant

St. Marys Medical Center

<div>St. Mary's Medical Center is seeking a Full Time Clinical Support Assistant under the direction of the Manager, Patient Transport/Customer Service or authorized designee, the Transporter will safely and efficiently transport patients throughout the Medical Center.
Requirements:
EDUCATION: High school graduate or equivalent preferred. Successful completion of a nurse aide program preferred.
EXPERIENCE: Nurse aide experience preferred but not required. Previous experience working with the public and or patients and their families helpful.

SKILLS: Verbal ability required to communicate with patients and understand instructions received from nursing staff. Ability to lift patients and operate transport equipment. Good body mechanics. Have nimble hands and a pleasing voice. Should have the ability to remain calm even when working under pressure. Maintains BLS certification.</div>

Clinical Support Assistant - Transport (Full Time) - 6013

<div>Responsibilities:

Job Summary: As a Customer Service Assistant, you'll package groceries and help customers transport their purchases from the Store to their vehicles. 
 
Key Responsibilities &amp; Essential Functions:
Customer Service:<ul><li>
Assists in unloading merchandise from baskets</li><li>
Packages groceries; assists customers in transporting / unloading groceries to their vehicles</li><li>
Assists customers in locating merchandise</li></ul>
Stocking / Sanitation:<ul><li>
Gathers baskets and picks up trash inside and outside Store</li><li>
Maintains and stocks bag areas</li><li>
Returns products to proper locations</li><li>
Stocks and stages bags; stocks check stand supplies</li><li>
Distributes Buddy bucks to registers, replaces anti-fatigue mats</li><li>
Does Carts &amp; Parts basket relocation and power-washing basket relocation for department setup</li><li>
Performs red basket fill up / retrieval</li><li>
Cleans, mops, dusts, sweeps, vacuums check stand area, Return Center, and CCO area to maintain Store cleanliness and safety</li></ul> 
The responsibilities and essential functions outlined above describe the general nature and level of work assigned to this position. This is not an exhaustive list of all duties, responsibilities, and skills required. Duties and responsibilities may be modified at any time based on business needs. Employees may be required to perform other job-related tasks as requested by their supervisor, subject to reasonable accommodations. 
 
Qualifications &amp; Key Requirements: 
 
Work Experience: 
Knowledge/Skills/Abilities:<ul><li>
Ability to work in a fast-paced environment - Required</li><li>
Ability to work with customers and stay attentive to their needs - Required</li><li>
Ability to maintain a high level of productivity and efficiency standards - Required</li></ul> 
Education:
Licenses/Certifications:<ul><li>
Completion of Company Orientation and Basics of Safety training (upon hire)</li></ul> 
Physical Demands &amp; Working Conditions:<ul><li>
Function in a fast-paced, retail environment, in detailed and precise tasks</li><li>
Work with Customers, staying attentive to their needs</li><li>
Constantly reach at waist, grasp</li><li>
Frequently stand, walk</li><li>
Occasionally reach overhead, reach at shoulder, reach at knee, reach at floor, bend, stoop, squat, crouch, kneel, stair climb, pivot, twist, push / pull with arms, pinch, perform fine motor movements</li><li>
Occasionally be exposed to cold, hot, loud noises, ambient temperatures, and wet conditions</li><li>
Demonstrate the ability to lift 55 lbs, and manage more than 55 lbs (up to 100 lbs)</li>
While there may be exceptions, the measurements noted are generally defined as<li>-Constantly: 5.5+ hours per 8-hour day; Frequently: 2.5 - 5.5 hours per 8-hour day; Occasionally: 0 - 2.5 hours per 8-hour day</li><li>
It is Partners' responsibility to never lift beyond their own safe lifting limit. If an item is too heavy to lift, push or pull, and / or carry, the Partner must break the box down into lighter, smaller, more manageable components, or ask for assistance from another Partner or a manager.</li></ul> 
The work environment characteristics described here are representative of those a Partner encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 
 
Last revised: 1/1/2019</div>

Waco 04 (19th St) Service - Customer Service Assistant - Part time

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