7 client support manager jobs at 3 companies in Lead, SD
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Client Support & Benefits Representative
Charleston or Durham or Goose Creek or Henderson or Houston or Minneapolis or Nicholasville or Rapid City or Sacramento
RemoteFull Time, Part Time
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Life and health insurance license or willingness to obtain one, strong communication skills, self-motivation, time management, independence, and basic CRM and client management computer skills.
Edward Jones: Provides personalized financial advice and wealth management services.
Strong client service, communication, administrative, analytical, organizational, and computer skills; ability to learn financial services, manage accounts, support advisors, and use firm technology.
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 use MoneyGuide, Salesforce, and Microsoft Office.