1mo
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Client Support & Benefits Representative
Fort Wayne, Indiana, United States
RemoteFull Time, Part Time
Must have or be willing to obtain an insurance license, strong communication and interpersonal skills, self-motivated, able to work independently, and basic computer skills for CRM and client management.
1d
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Area Manager, GCL Logistics
Fort Wayne, Indiana, United States
$164k-$240k/yr OnsiteFull Time
10+ YOEBachelor's or equivalent,10+ years logistics/supply chain experience managing vendors/3PL,5+ years client-facing logistics support,SQL knowledge,operations Six Sigma preferred,ability to travel up to 25%.
SQL
1mo
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Strategist Coordinator
Maumee, Ohio, United States
OnsiteFull Time
TFO Wealth Partners: Multi-family office providing wealth management and investment advisory services.
Provides administrative and operational support to advisers: calendar and meeting management, client communication, CRM administration (Salesforce), travel arrangements, and document coordination. Bachelor’s degree preferred; strong communication and organizational skills required.
Salesforce CRM
2w
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Non-Reg On-Caller - Fort Wayne, IN
Fort Wayne, Indiana, United States
OnsitePart Time
Provide administrative support to financial advisors, deliver exceptional client service, manage account transactions, support marketing and branch business planning; strong attention to detail and digital tool proficiency.
MoneyGuide, Salesforce, Microsoft Office
2w
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Branch Office Administrator - Maumee, OH
Maumee, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage account transactions and documentation, use firm software, strong attention to detail and communication skills.
MoneyGuide, Salesforce, Microsoft Office
1mo
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ITSM Specialist
Bowling Green, Ohio, United States
OnsiteFull Time
2+ YOEAssociate's degree, 2 years IT client support experience, ITIL certification required (or within 12 months). Experience with Mac/Windows, TeamDynamix preferred, asset and knowledge management, and strong communication and customer-service skills.
TeamDynamix, Windows, Macintosh, Microsoft Office 365