10 client services administrator jobs at 7 companies in Kenner, LA
1mo
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Client Services Specialist
Covington, Louisiana, United States
$45k/yr FieldFull Time
2+ YOE2 years customer service and administrative experience, high school diploma/GED, Group One Life and Health license (or obtainable in 90 days), familiarity with HIPAA/PHI, strong verbal/written communication and Excel/Word/Outlook skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook
3w
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Client Services Specialist
Indianapolis or Plano or Columbia or New Orleans or United States
HybridFull Time
0+ YOE0–2 years administrative/operations experience, strong attention to detail, clear written communication, comfort with technology, ability to follow defined processes and SLAs.
Monday.com, Jira, Zendesk
3mo
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Client Service Coordinator
Slidell, Louisiana, United States
$15-$19/hr OnsiteFull Time
Provide professional client service, manage client/pet flow, perform administrative and financial tasks, educate clients on wellness plans, strong communication and multitasking skills.
Workday
4w
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Client Service Coordinator
Elmwood, Louisiana, United States
$15-$19/hr OnsitePart Time
Provide exceptional client service, manage client and pet flow, perform administrative and financial tasks, strong communication, multitasking, and basic math skills.
1mo
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Branch Office Administrator - Ponchatoula, LA
Ponchatoula, Louisiana, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service, manage account tasks, support marketing and operations, and use tools such as MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
2w
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Retirement Plan Administrator, (RSG)
New Orleans or United States
RemoteFull Time
3+ YOE3+ years A-Z retirement plan administration, strong knowledge of ADP/ACP and nondiscrimination testing, Relius ASP experience preferred, ASPPA/NIPA credentials preferred, strong Excel/Word and client service skills.
Relius ASP, Microsoft Excel, Microsoft Word
3w
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Director, Client Success
Plano or Columbia or Indianapolis or New Orleans or United States
RemoteFull Time
5+ YOE2+ Mgmt5+ years senior leadership experience with 2+ years managing managers, deep benefits administration or HR tech/SaaS experience, data fluency, management development skills, and US work eligibility.
HubSpot, Monday.com, TrakStar
1w
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Non-Reg On-Caller - Slidell, LA
Slidell, Louisiana, United States
OnsitePart Time
Requires client service, account management, administrative support, analytical thinking, attention to detail, computer literacy, teamwork, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Institutional Relationship Manager - Retirement Plan Services
New Orleans or Baton Rouge or Gulfport
OnsiteFull Time
8+ YOEBachelor's degree preferred, 8+ years relationship management experience in banking/financial services, trust administration knowledge, compliance familiarity, client development and supervisory experience.
2mo
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Financial Advisor, Wealth Solutions
Houma, Louisiana, United States
OnsiteFull Time
4+ YOEBachelor in Finance, Economics, Business Administration; 4-7 years sales in financial services; FINRA Series 7 and/or Series 65 licenses or ability to obtain within 75 days; strong client relationships and communication; proficient in markets, investments, and MS Office.
Microsoft Office, Financial planning software