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

Clarke Financial Managemet(CFM)

Executive Administrative Assistant:WHAT WE ARE LOOKING FOR:CFM is hiring an Executive Administrative Assistant to join our wealth management firm in Virginia Beach, VA. As the Executive Administrative Assistant, you will collaborate with other members in our Concierge Department to provide white glove service. The Executive Administrative Assistant will join a team of dynamic, collaborative, and client-focused professionals who take pride in delivering massive value to the families our wealth management firm serves. Essential duties for the Executive Administrative Assistant will include, but are not limited, to:<ul><li>Answer all incoming call professionally.</li><li>Maintain group calendar and ensure all client meetings are on appropriate team member/department calendars.</li><li>Greet clients by name as they walk into our office.</li><li>Prepare and review investment account applications.</li><li>Schedule and confirm meetings via phone and email, email appointment confirmations.</li><li>Input client meeting notes in the CRM.</li><li>Accurately communicate CFM's value proposition.</li><li>Conduct service meetings, i.e., DocuSign walkthrough, signing forms, etc.</li><li>Identify opportunities during client interactions.</li><li>Schedule review meetings.</li><li>Review/Update job aids and templates on an ongoing basis.</li><li>Consistently and accurately communicate with clients via email, phone calls, and global relay texts.</li><li>Prepare meeting agendas-coordinate with all departments.</li><li>Responsible for updating/confirming client segmentation.</li><li>Update and maintain information for vendors, strategic partners, and clients in our CRM.</li><li>Provide online access for client investment accounts.</li><li>Triage all calls to the correct department/manage all service requests for clients.</li><li>Performing other duties as assigned and required.</li></ul>Qualifications/Experience:<ul><li>Must have 7 years of experience in the wealth management industry.( If not, please do not apply).</li><li>Must have a 4-year undergraduate degree in Finance, Accounting or a related major.</li><li>Master degree is preferred.</li><li>FINRA Series 7 and 66 licenses required or related licenses (i.e. series 6,63,65).</li><li>Life, Health and Annuities license preferred.</li><li>Exceptional communication and interpersonal skills to foster strong client and team relationships.</li><li>Strong computer skills, especially in Excel and/or programming skills a plus.</li><li>Possess a high degree of accuracy and attention to detail.</li><li>Ability to manage and process account applications efficiently and accurately.</li><li>Warm, friendly personality with the ability to connect with people.</li><li>Strong Client Services and Customer Service skills to ensure excellent support and relationship management.</li></ul>WHAT WE OFFER:<ul><li>CFM offers a highly competitive salary and a suite of holistic benefits designed to help our team members balance their personal and professional life commitments.</li><li>We pay 75% of our team members health insurance, 100% of our team members dental insurance, 100% of our team members vision insurance, 100% of the group short term &amp; long tern disability coverage, 100% of the group life insurance up to ones times your base salary, Retirement Plan (401K), PTO, etc.</li><li>Compensation: Base Salary is commensurate with experience ranging from $50,000-$80,000 with incentive compensation.</li><li>Professional Development: 3 Year CFM Training Program, Designation Reimbursement, etc.</li></ul>HOW DO YOU APPLY TO BE THE EXECUTIVE ADMINISTRATIVE ASSISTANT:<ul><li>For immediate consideration, please submit your resume in MSWord or PDF format to cfmcontact@cfmva.com.</li></ul>Pay: $50,000.00 - $80,000.00 per yearBenefits:<ul><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>Do you have any of the following securities license ( i. e. 7,6,63,65,66)?</li><li>How many years have you been in the investment management industry.</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Work Location: In person

Executive Administrative Assistant

All Wrapped Up LLC

Willow Transitions and Willow Auction House are seeking a highly organized, proactive, and detail-oriented Executive Assistant / Client Services Coordinator to support the owners in the daily operations of a busy downsizing company and auction house.This is a unique opportunity for someone who enjoys variety, loves staying organized, works well with people, and has a genuine interest in reselling, vintage, and antiques. This role supports both the client service side of the business and the behind-the-scenes flow of inventory, projects, and resale operations.We are looking for someone who can help keep the business running smoothly by supporting communication, scheduling, organization, project follow-up, and the many moving parts involved in downsizing, estates, auctions, and resale.Responsibilities:<ul><li>Provide administrative and personal assistant support to the owners</li><li>Manage calendars, appointments, reminders, and follow-up</li><li>Communicate with clients in a professional, warm, and timely manner</li><li>Assist with client onboarding, paperwork, file management, and internal organization</li><li>Help coordinate projects related to downsizing, moving, estate services, auctions, and resale</li><li>Organize digital files, photos, inventory details, and client information</li><li>Help support inventory flow and resale operations across the business</li><li>Assist with vintage and antique item organization, tracking, research, and related projects</li><li>Help manage workflows using Gmail, Google Drive, Google Sheets, Google Docs, and Asana</li><li>Keep tasks moving and help ensure important details do not fall through the cracks</li></ul>Qualifications:<ul><li>Strong organizational skills and close attention to detail</li><li>Excellent written and verbal communication skills</li><li>Dependable, proactive, and able to anticipate needs</li><li>Able to multitask and shift between priorities in a fast-paced environment</li><li>Professional, polished, and client-friendly</li><li>Comfortable with technology and able to learn new systems quickly</li><li>Experience in administrative support, executive assistance, office coordination, client service, or resale operations preferred</li><li>Interest in reselling, vintage, antiques, estate items, or auctions strongly preferred</li><li>Able to handle confidential information with professionalism and discretion</li></ul>Why this role is different:This is more than a traditional assistant role. It is a hands-on position in a dynamic small business where no two days are exactly the same. It is ideal for someone who enjoys being helpful, staying organized, working closely with ownership, and being involved in a business that works with clients, estates, vintage items, and antiques.Location:Lincoln Park, NJTo apply:Please send your resume and a short note telling us why you would be a great fit for this role.Job Type: Full-timePay: $20.00 - $23.00 per hourBenefits:<ul><li>401(k)</li><li>Health insurance</li><li>Paid time off</li></ul>Work Location: In person

Executive Assistant / Client Services Coordinator Reselling

Prudential

Overview: We are hiring a part‑time Marketing Assistant (20 hours/week) to support two financial advisors at Prudential. This role is ideal for someone who is organized, detail‑oriented, comfortable on the phone, and eager to learn. Experience is helpful but not required &mdash; we will train the right person.The Marketing Assistant will handle administrative, communication, scheduling, and prospecting tasks that keep the practice running smoothly. This allows the advisors to focus on client meetings.This is a long‑term, stable position with consistent hours and a supportive team environment.Duties:<ul><li>Assist in managing daily client communication by checking voicemails, logging all messages in the CRM, and calling clients back to provide service updates or schedule appointments with advisors.</li><li>Utilize CRM tools to maintain accurate client records, update tasks, upload documents, and track outstanding items to ensure smooth workflow and follow‑through.</li><li>Manage preparation of client meeting materials by organizing OneNote pages, adding past meeting notes, incorporating Jump AI summaries, uploading statements, and inserting advisor‑provided illustrations, quotes, and agendas.</li><li>Support the scheduling process by coordinating appointments through Microsoft Bookings, sending reminders, confirming meetings, and rescheduling when required.</li><li>Conduct outreach to clients and contacts by making warm courtesy calls, follow‑up calls, no‑show check‑ins, and referral outreach, as well as sending email and letter communications to help maintain engagement and support the scheduling of upcoming appointments.</li><li>Assist in executing ongoing client follow‑up processes by sending post‑meeting emails, attaching proposals, illustrations, and summaries, and ensuring Jump AI notes are properly uploaded to the CRM.</li><li>Coordinate service‑related tasks by contacting carriers to request forms such as servicing documents, documenting call details, and ensuring timely delivery to clients.</li><li>Maintain organized digital client files by uploading statements, forms, and meeting materials, ensuring all documentation is complete and accessible for advisors.</li><li>Contribute to weekly operational efficiency by assisting with reporting, preparing upcoming meeting lists, identifying missing items, and supporting overall workflow optimization.</li></ul>Helpful Experience &amp; Skills (Not Required):<ul><li>Experience in customer service, reception, or front‑desk roles where clear communication and professionalism were essential.</li><li>Background in administrative support, office coordination, or clerical work involving scheduling, documentation, and task management.</li><li>Familiarity with CRM systems, data entry, or maintaining organized digital records in a structured environment.</li><li>Comfort making and receiving phone calls, including handling client inquiries, follow‑ups, and appointment scheduling.</li><li>Experience preparing documents, organizing files, or supporting meeting preparation in tools like Microsoft OneNote, Outlook, or similar platforms.</li><li>Basic proficiency with Microsoft Excel, including sorting data, updating spreadsheets, and maintaining simple tracking logs.</li><li>Strong organizational skills and the ability to keep tasks, documents, and workflows structured and easy to follow.</li><li>High attention to detail, ensuring accuracy in communication, documentation, scheduling, and client information.</li><li>Experience in environments that require multitasking, prioritizing tasks, and managing time efficiently.</li><li>Familiarity with Microsoft Office (Outlook, OneNote, Word, Excel) or willingness to learn quickly.</li><li>Experience in financial services, insurance, or professional services is a plus but not required &mdash; we will train the right person.</li><li>Comfort working in a team‑oriented environment and supporting others to ensure smooth daily operations.</li><li>Must have a working phone and computer.</li></ul>Pay: From $20.00 per hourWork Location: Hybrid remote in Fort Washington, PA 19034

Marketing Assistant

Wilson Elser

<div>
 
 
 Wilson Elser
 
 is a leading defense litigation law firm with more than 1400 attorneys in 46 offices throughout the United States. Founded in 1978, we rank among the top 100 law firms identified by The American Lawyer and 36 in the National Law Journal&rsquo;s survey of the nation&rsquo;s largest law firms.&nbsp;
 
 
 Our firm is committed to attracting and retaining professionals who value each other and the service we provide by embracing Teamwork, Collaboration, Client Service, and Innovation.&nbsp; If you are a motivated professional looking for a long-term fit where you can grow in a role, and will be valued and empowered, then we invite you to apply to our
 
 Administrative Assistant
 
 position.
 
 
 
 
 This position offers a flexible, hybrid or remote working arrangement and can be located in any state we have an office in.&nbsp;&nbsp;
 
 
 
 
 
 
 The Position
 
 
 
 
 Wilson Elser is currently seeking an Administrative Assistant to support a national client services team, serving as a liaison between a key leadership group with close client contact and the broader national client services team leadership.&nbsp;
 
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Manages a high-volume of client interfacing communications of a highly confidential nature, and manages highly confidential documents and information
 </li>
 <li>
 Collaborates on projects focused on client interfacing, document management, data entry, and data management
 </li>
 <li>
 Assists with project management functions and process implementation on the client services team, including support with data collection, entry, and management
 </li>
 <li>
 Provides clerical or administrative legal services support as requested
 </li>
 </ul>
 
 
 
 Qualifications
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s Degree or equivalent professional experience
 </li>
 <li>
 Minimum of 1-2 years of experience in a law firm setting
 </li>
 <li>
 Familiarity with Document Management Systems
 </li>
 <li>
 Proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, SharePoint)
 </li>
 <li>
 Experience with data entry or data management
 </li>
 <li>
 Experience with administrative support of eDiscovery, information, data, or document collection, or data and document preservation a plus
 </li>
 <li>
 Familiarity with web-based collaborative tools and work management software a plus
 </li>
 <li>
 Experience with team messaging and instant messaging platforms a plus
 </li>
 <li>
 Experience with email and calendar management, meeting coordination, and direct client interaction
 </li>
 <li>
 Strong administrative and organizational skills with the ability to manage a high volume of work and meet tight deadlines
 </li>
 <li>
 Meticulous attention to detail and the ability to prioritize and handle multiple requests simultaneously
 </li>
 <li>
 Excellent written, verbal and interpersonal communication skills
 </li>
 <li>
 Comfortable working in a collaborative, national team environment supporting attorneys and paralegals
 </li>
 <li>
 Demonstrated professionalism in all client and internal communication
 </li>
 </ul>
 
 A variety of factors are considered in making compensation decisions, including but not limited to experience, education, licensure and/or certifications, geographic location, market demands, other business and organizational needs, and other factors permitted by law. Final salary wages offered may be outside of this range based on other reasons and individual circumstances.&nbsp; This position is considered full-time and therefore qualifies for benefits including 401(k) retirement savings plan, medical, dental, vision, disability, and life insurance. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.&nbsp;
 
 
 Salary Range: : $60,000 USD - $70,000 USD
 
 
 
 Why Should You Apply?&nbsp;
 
 
 <ul>
 <li>
 
 
 Benefits:
 
 &nbsp;Outstanding benefits package, including 401k match and generous PTO plan
 
 </li>
 <li>
 
 
 Career Growth:
 
 &nbsp;Ample opportunities for professional development and advancement
 
 </li>
 <li>
 
 
 Employee Perks:
 
 &nbsp;Access to corporate discount plans and other benefits
 
 </li>
 </ul>
 
 Wilson Elser welcomes submissions of candidates for our open positions exclusively from recruitment agencies with an active, signed fee agreement who have been granted access to a position through our dedicated Recruitment Agency Portal. We are unable to consider submissions from recruitment agencies without a current (dated as of 7/1/2024) agreement in place. We appreciate your understanding. For collaboration inquiries or to establish an agreement, please contact us at talentacquisition@wilsonelser.com.
 
 
 Wilson Elser is committed to a collegial work environment in which all individuals are treated with respect and dignity.&nbsp; It is the Firm's policy that employment will be based on merit, qualifications, and competence. Further, employment decisions will be made without regard to an applicants race, color, age, sex, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation or preference, gender identity, physical or mental disability, status as a victim of domestic violence, sex offenses, or stalking, past or present service in the uniformed services or application or obligation to serve in the uniformed services, or any other characteristic protected by law.&nbsp;
 
 
 Wilson Elser endeavors to make the Wilson Elser website accessible to any and all users.&nbsp; You may review our Accessibility Policy here.
 
 
 California Residents may review our CCPA notice for applicants and employees here.
 
 #ZR
</div>

Administrative Assistant

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)

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