Client Service Representative Part-time at Avenue Veterinary Clinic
Waverly, Iowa, United States
$15-$19/hrOnsitePart Time
Heartland Veterinary Partners: Provides operational and administrative support to veterinary clinics.
Provide front-desk client service for a veterinary clinic, manage appointments, medical records, payments, and communications; prior veterinary experience preferred; high school diploma required; OSHA/PPE practices.
J.P. Morgan Wealth Management – Private Client Advisor - Waterloo, IA
Waterloo, Iowa, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66/63/65 required or obtainable within 60 days; life, health and long-term care insurance license required or obtainable; client acquisition and goals-based planning skills; CFP and bachelor’s degree preferred.
TrueNorth Companies: Provides insurance brokerage and risk management services for businesses.
Manage a book of business, maintain client relationships, pursue account growth and retention; desire to obtain required insurance license within 30 days; strong customer service and communication skills; proficiency with Microsoft Office and EPIC.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, EPIC
Anaheim or Asheville or Baltimore or Benton or Burlington or Cedar Falls or Chattanooga or Columbus or Fargo
RemoteFull Time, Part Time
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Insurance license or willingness to obtain one; strong communication skills, self-motivation, independent time management, and basic CRM and client management skills.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, deliver exceptional client service, manage account transactions and documentation, use MoneyGuide, Salesforce, and Microsoft Office.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, continuous learning, and US work authorization without sponsorship.
AECOMNYSE: ACM: Global infrastructure consulting firm providing design and engineering services.
8+ YOEBachelor in Civil Engineering and minimum 8 years related experience; leadership, traffic/ITS project experience, business development, PTOE and PE (IA) preferred; familiarity with traffic analysis, design, and client management.
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health License, client development and planning success, and leadership experience or interest in mentoring teams.
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health License, client development success, leadership ability, and U.S. work authorization; FINRA licenses preferred.
3+ YOERequires 3+ years in financial services, an active life and health license, client development and planning success, leadership ability, and U.S. work authorization. Series 6/7 and 63/66 licenses preferred.
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health License, client development and planning success, and leadership experience or interest. Series 6/7 and 63/66 preferred.
YSS: Provides education, counseling, and stability for youth and families.
5+ YOE2+ MgmtBachelor's in human services,5+ years progressive leadership in human services/nonprofit,2 years supervisory experience,knowledge of trauma-informed care,valid driver’s license and clean record,ability to transport clients,strong communication and strategic skills.