client services assistant

Peace at Homecare LLC

Client Services AssistantFayetteville, NY | HybridAbout UsPeace at Homecare is a boutique, concierge-style home care agency dedicated to delivering highly personalized, compassionate care. We pride ourselves on strong relationships, exceptional service, and a supportive team environment.Our Core Values (CARES)<ul><li>Communication &ndash; honest and timely</li><li>Accountability &ndash; reliable and consistent</li><li>Respect &ndash; for clients, families, and each other</li><li>Excellence &amp; Compassion &ndash; in every interaction</li><li>Supportive Teamwork &ndash; working together to uplift others</li></ul>About the RoleWe are looking for a Client Services Assistant to serve as the first point of contact for clients and caregivers while supporting the daily operations of our office.This is a key support role that helps keep our organization running smoothly by assisting with communication, scheduling support, administrative tasks, and coordination across teams.What You&rsquo;ll Do<ul><li>Answer and manage incoming calls and texts</li><li>Provide excellent customer service to clients and caregivers</li><li>Assist with payroll check distribution and office administration</li><li>Support Long-Term Care Insurance processing</li><li>Provide backup support to scheduling</li><li>Assist with recruiting, onboarding, and marketing coordination</li><li>Participate in after-hours on call when needed</li><li>Work closely with the Director of Client Services and administrative team</li></ul>What We&rsquo;re Looking For<ul><li>1&ndash;3 years of administrative or customer service experience</li><li>Strong communication and organizational skills</li><li>Ability to multitask and stay organized in a fast-paced environment</li><li>Professional, dependable, and detail-oriented</li><li>Comfortable working with clients, caregivers, and internal teams</li></ul>Why Join Us<ul><li>Supportive, team-oriented environment</li><li>Opportunity to grow within a respected home care agency</li><li>Meaningful work that impacts clients and families</li></ul>Apply today to join a team committed to compassion, professionalism, and excellence.Pay: $22.00 - $24.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Paid time off</li><li>Professional development assistance</li></ul>Work Location: Hybrid remote in Fayetteville, NY 13066

Client Services Assistant

Pegasus Residential

<div>Client Services Manager - Assistant Property Manager

How do you define success? Our fast-paced company culture mixes challenge and excitement to create an environment of professionalism and engagement seldom seen or experienced!

Do you want to prove yourself, show what you can do? We invest in our associates, challenge them, give them the tools to succeed, and allow them to control their own future. We strive to promote from within, so if you want to move up quickly, you can!

Your Role as a Client Services Manager:

Your practical and compassionate nature is critical to effectively balance between leasing apartments, managing resident retention, marketing the community, and handling administrative and financial responsibilities for your community.

As a client services manager, you are required to assume greater responsibilities upon absorbing and applying knowledge of all aspects of property management. Maturity and good judgment is a necessity&hellip;you serve as the individual responsible for the community in the absence of the Property Manager.

If you&rsquo;re a role model to peers, someone who advocates on behalf of your team to enhance individual performance while providing excellent service to internal and external customers, we want to speak with you! Proactive, organized professionals with a team-player mindset and a passion to exceed expectations thrive in this role.

Qualifications:
<ul>
<li>Hold or be working to attain the professional designation of Certified Apartment Manager or Accredited Property Manager.</li>
<li>High school degree or equivalent; college education preferred.</li>
<li>At least one year practical experience as either a Leasing Consultant, or Assistant Community Manager.</li></ul></div>

Client Services Manager - Assistant Property Manager

Special Education Research, Advocacy & Consulting

About Special Education Research, Advocacy &amp; Consulting LLC (SERAC):SERAC provides high-quality, evidence-based information, advocacy, and consulting services to families of individuals with special needs. We collaborate with financial management service (FMS) companies, regional centers and community businesses that serve individuals with developmental disabilities across California.As a Bilingual Administrative Assistant at SERAC, you will work closely with Dr. Lee, a special education consultant and former autism researcher. Dr. Lee has extensive experience mentoring professionals and students in the field, providing a unique opportunity for growth and learning.Position Overview We are currently seeking a highly organized and professional Bilingual Administrative Assistant (Korean-English) to support day-to-day operations and client coordination.This role requires professional-level fluency in both written and spoken Korean and English. The position involves regular communication with external agencies, accurate documentation, and consistent follow-up on behalf of our clients.Key Responsibilities:<ul><li>Interpretation and Translation: Provide professional Korean-English and English-Korean interpretation during meetings, translate emails, documents and media materials</li><li>Client Communication: Regularly communicate with FMS companies, regional centers and community businesses to ensure our clients' needs are met</li><li>Documentation: Document client requests and needs, report to the supervisor, and follow up with clients as necessary</li><li>Record Keeping: Maintain organized records of contacts, project statuses and payments</li><li>General Administrative Support: Assist with various tasks as needed to ensure smooth operations</li></ul>Qualifications:<ul><li>Written and spoken fluency (professional level) in both English and Korean</li><li>Strong communication and phone skills</li><li>Excellent analytical skills with keen attention to detail</li><li>Proficiency in Microsoft Office Suite (e.g., Word, Excel, PowerPoint)</li><li>Persistence and proactiveness in following up with contacts</li><li>Ability to protect and manage client data with care</li><li>Professionalism and maturity in all interactions</li><li>High school diploma or equivalent</li></ul>Benefits:<ul><li>Paid sick time</li><li>Paid training</li><li>Remote position with occasional in-person opportunities if mutually agreed upon</li></ul>Preferred Qualifications:<ul><li>Passion to support culturally diverse families of individuals with special needs</li></ul>How to Apply:To be considered for the Administrative Assistant position at SERAC, please submit the following materials:<ul><li>Resume/CV: Provide a summary of your professional experience, education, skills, and qualifications relevant to this role.</li><li>Cover Letter: In your cover letter, please explain your interest in the position, how your experience aligns with the job requirements, and why you believe you would be a good fit for our team.</li><li>Unofficial Transcript (if applicable): If you are currently a college student, please include an unofficial transcript with your application.</li></ul>Submission Instructions:<ul><li>Please send all application materials in PDF format.</li><li>Email your application to agreene@serac.consulting with the subject line &quot;Bilingual Administrative Assistant Application - [Your Full Name].&quot;</li><li>Applications will be reviewed on a rolling basis, so we encourage you to apply early.</li></ul>We look forward to reviewing your application!Job Type: Part-timePay: $19.00 - $21.00 per hourBenefits:<ul><li>Flexible schedule</li></ul>Work Location: Remote

Bilingual Administrative Assistant (English/Korean) (Remote)

Rowin Insurance

<div>We are seeking a highly organized and dependable Client Financial Executive Assistant to support our financial services team with client coordination and administrative operations. This role is ideal for individuals looking to gain experience in financial services while working in a flexible, remote environment. 
You will play a key role in ensuring smooth day-to-day support for client-related financial processes.<h3 class="jobSectionHeader">
Key Responsibilities</h3> 
<ul><li>
Assist with client financial documentation and basic reporting</li><li>
Maintain and organize client records with accuracy and confidentiality</li><li>
Support financial executives with administrative and coordination tasks</li><li>
Handle data entry, document processing, and online submissions</li><li>
Communicate professionally with internal teams and, when needed, clients</li><li>
Ensure timely completion of assigned projects and tasks</li></ul><div><h3 class="jobSectionHeader">
Qualifications</h3><ul><li>
Strong attention to detail and organizational skills</li><li>
Professional communication (written and verbal)</li><li>
Basic proficiency with computers, online tools, and data entry</li><li>
Ability to manage time effectively in a remote setting</li><li>
Prior administrative, finance, or customer support experience is a plus (not required)</li></ul><div><h3 class="jobSectionHeader">
Compensation &amp; Benefits</h3><ul><li>
Competitive project-based compensation</li><li>
Performance-based bonuses and growth incentives</li><li>
Flexible remote work environment</li><li>
Opportunity to gain experience in financial services and client management</li><li>
Potential for long-term collaboration and advancement</li></ul><div><h3 class="jobSectionHeader">
Work Environment</h3>
This is a fully remote opportunity open to candidates across the United States. You will have the flexibility to manage your own schedule while meeting project deadlines.</div></div></div></div>

Client Financial Executive Assistant (Remote)

Financial Advocates

Job Title: Administrative Assistant, Financial ServicesLocated: Bend, ORJob Description:Ocean&rsquo;s Edge is looking for a full-time Administrative Assistant to support their growing wealth management team. If you are a detail-oriented professional, have a passion for delivering an exceptional client experience and are interested in the financial services industry, this position is for you.Essential Duties and Responsibilities: Duties include but are not limited to:o Prepare and process new account paperwork for advisors and clientso Prepare any additional follow-up forms for clients per advisor&rsquo;s requesto Create and maintain client accountso Manage and handle advisor notificationso Setup meetings and maintain calendarso Follow through with all paperwork to ensure it is in good ordero Manage in and outbound call with professionalismo Mail agreements, brochures, and other client account paperwork to clientso Research and resolve account issues or miscellaneous questions for clients and advisorso Maintain files and prepare correspondence and documents for advisors and clientso Maintain a professional office environmentCompetencies: To perform the job successfully, an individual should demonstrate the following competencies:o Strong technology/computer aptitudeo Identify and resolve problems in a timely mannero Intuitive and resourceful to gather, analyze and resolve complicated issueso Respond promptly and accurately to client questions and needso Meet commitments and maintain confidentialityo Exhibit sound and accurate judgmento Demonstrate accuracy and thoroughnesso Monitor own work to ensure qualityo Strong attention to detailo Strong time management skillso Thrive in a fast-paced environmentEducation and/or Experience:Associate degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training. Series 7, 63, 65 and/or 66 is preferred but not required. Knowledge of investments, financial operations, insurance, and trusts are a plus.About Ocean&rsquo;s Edge:Ocean&rsquo;s Edge has a dedicated commitment to continued education to ensure that an advisor remains up to date with the latest strategies, tools, and insights to navigate complexities effectively. Additionally, the advisor engages with a community of professionals such as tax experts, estate planners, and legal advisors can provide a comprehensive approach to financial planning. This collaborative network allows for a thorough consideration of all aspects of a client's financial situation, from tax-efficient investment strategies to comprehensive estate planning. By working with an advisor who values ongoing learning and partnerships, clients can be confident that their financial well-being is guided by the most current expertise and a diverse range of specialists, tailored to client&rsquo;s unique goals and circumstances.How to apply:If this sounds like a position in which you would excel and would like to join a dynamic team, please send us your resume and cover letter attached as a word document to the attention of Danny and send to: careers @ financial advocates.com. Please use your last name somewhere in your resume's file name.If you are a qualified candidate, we will respond by phone or email. Please note, emails from us may go into your spam/junk file.We look forward to hearing from you!Pay: $18.00 - $25.00 per hourBenefits:<ul><li>401(k)</li><li>Health insurance</li><li>Paid time off</li></ul>Work Location: In person

Administrative Assistant

Aisle & Abroad

<div>
 
 Position Overview
 
 
 We are seeking a professional and service-oriented
 
 Client Relations Assistant
 
 to support client communication and coordination efforts. This role focuses on maintaining positive client interactions, assisting with inquiries, and helping ensure a smooth and consistent experience throughout the process.
 
 
 This is a fully remote position ideal for individuals who are organized, responsive, and enjoy building strong client relationships in a virtual environment.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Assist with managing client communications, inquiries, and follow-ups
 </li>
 <li>
 Provide timely and professional responses to client questions and requests
 </li>
 <li>
 Support coordination tasks including scheduling and updates
 </li>
 <li>
 Maintain accurate records of client interactions and communications
 </li>
 <li>
 Help ensure a consistent and positive client experience
 </li>
 <li>
 Collaborate with team members to support client needs
 
 
 
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Strong communication and interpersonal skills
 </li>
 <li>
 Excellent organizational and time management abilities
 </li>
 <li>
 Ability to work independently in a remote setting
 </li>
 <li>
 Detail-oriented with strong follow-through
 </li>
 <li>
 Comfortable using email, messaging platforms, and online systems
 
 
 
 
 
 </li>
 </ul>
 
 Preferred (Not Required)
 
 
 
 <ul>
 <li>
 Experience in customer service, client relations, or administrative support
 </li>
 <li>
 Interest in travel, hospitality, or event-related services
 
 
 
 
 
 </li>
 </ul>
 
 What We Offer
 
 
 
 <ul>
 <li>
 Flexible remote work environment
 </li>
 <li>
 Structured onboarding and ongoing support
 </li>
 <li>
 Opportunities for growth and advancement based on performance
 </li>
 <li>
 Supportive and collaborative team environment
 
 
 
 
 
 </li>
 </ul>
 
 Work Environment
 
 
 This is a remote role requiring a reliable internet connection and the ability to stay organized and responsive in a virtual workspace.
 
 
 
 Apply Today
 
 
 If you enjoy working with clients, supporting communication, and contributing to a positive overall experience, we encourage you to apply.
 
 
 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
</div>

Client Relations Assistant | Travel Reservations | (Remote)

American Trade Services

Job Summary We are seeking a dynamic and organized Administrative Assistant / Customer Service Representative (CSR) to join our team! This vital role combines administrative excellence with exceptional customer support, ensuring smooth office operations and positive client interactions. The ideal candidate will be energetic, detail-oriented, and ready to handle a variety of tasks that keep our office running efficiently.Duties<ul><li>Provide outstanding customer service by addressing client questions, scheduling appointments, and resolving issues with a friendly attitude.</li><li>Perform data entry and maintain accurate records using Microsoft Office, Google Workspace, and bookkeeping applications and office management purposes.</li><li>Organize files, process invoices, and assist with clerical tasks such as proofreading documents and managing correspondence.</li><li>Support calendar management and scheduling for team members, ensuring timely meetings and appointments.</li><li>Assist with office management duties including supply inventory, filing systems, and general administrative support to ensure a well-organized workspace.</li><li>Assist with site visits.</li></ul>Requirements<ul><li>Proven office experience with strong clerical skills, including data entry, filing, and document proofreading.</li><li>Proficiency in Microsoft Office Suite (Word, Excel, Outlook), Google Workspace applications, and basic computer literacy.</li><li>Experience using bookkeeping software is highly desirable.</li><li>Excellent organizational skills with the ability to prioritize tasks effectively and manage time efficiently.</li><li>Strong communication skills in English; bilingual abilities are a plus for serving diverse clients.</li><li>Professional communication etiquette for phone, email and in person.</li><li>Previous personal assistant or office management experience is advantageous.</li><li>Ability to handle confidential information discreetly while maintaining professionalism at all times.</li><li>Local travel</li></ul>Pay: $19.00 - $24.00 per hourBenefits:<ul><li>Paid time off</li></ul>Work Location: In person

Administrative Assistant / CSR

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