7 client support representative jobs at 4 companies in Roberts, WI
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Client Support Representative
Atlanta or La Vista or Oakdale or Scottsdale
$50k-$55k/yrHybridFull Time
Osaic: Provides wealth management services to independent financial advisors.
1+ YOEHigh school diploma or GED and at least one year of customer service experience required. Requires Microsoft Office proficiency, effective verbal communication, problem-solving, accuracy, and organizational skills.
Microsoft Windows, Microsoft Excel, Microsoft Word, Microsoft Outlook, Internet, Pershing manuals
Osaic: Wealth management platform for independent financial professionals
1+ YOEHigh school diploma or GED, at least 1 year of customer service experience, Microsoft Office proficiency, strong communication and problem-solving skills, and valid unrestricted US work authorization.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Internet, Pershing manuals
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivated and results-driven, basic computer/CRM skills, ability to work independently.
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.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
0+ YOE1099 commission-based role; insurance licensing required (support provided); no prior insurance experience required; training and mentorship provided; comfortable working independently and helping clients.
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
0+ YOEExperienced client service representative in healthcare or veterinary settings; strong communication; able to schedule appointments, process payments, and assist clients and patients.