9 client services administrator jobs at 8 companies in Mills River, NC
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ROI Client Services Specialist
Greenville, South Carolina, United States
$18-$22/hrOnsiteFull Time
MRO: Provides clinical data exchange and medical record management services.
0.5+ YOEHigh school diploma or equivalent, ~6 months customer service/ROI or related experience preferred, EMR proficiency, HIPAA/HITECH knowledge, accurate data entry, strong verbal communication and problem-solving skills.
Edward Jones: Provides personalized financial advice and wealth management services.
Provides client service, account administration, operational support, scheduling, correspondence, marketing assistance, and accurate record maintenance using financial and office technology.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, deliver client service, manage account tasks, use MoneyGuide/Salesforce/Microsoft Office, and apply analytical and attention-to-detail skills.
Registered Client Service Associate-Greenville, SC
Greenville, South Carolina, United States
OnsiteFull Time
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
6+ YOEProvide high-touch administrative support to financial advisors, service client inquiries, onboard and maintain client accounts, process transfers, prepare reports; SIE and securities licenses required.
Client Relationship Management (CRM), Microsoft Excel
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
High school diploma or equivalent; strong organizational, written and verbal communication skills; responsiveness and professionalism; experience with Office Suite and Adobe; benefits administration experience a plus.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Adobe
OneDigital: Provider of insurance, financial services, and HR consulting solutions.
8+ YOE8+ MgmtRequires 8+ years of leadership experience in PEO or professional services, P&L ownership, client retention, and knowledge of HR, payroll, benefits administration, employment compliance, KPIs, SOPs, and system-driven operations.