Kenosha Other Job Listings

Investment Services Client Representative63844789131009120

Workable

Investment Services Client Representative

Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full service" firm allows for us to better service our client needs from personal investing and retirement planning to life insurance, long term care insurance, and even health insurance benefits. Primary Duties Include: Regular client interaction including appointment scheduling and correspondence; answer incoming calls when needed and direct/take messages appropriately and according to firm guidelines. Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards Build relationships with the personal wealth and retirement plan clients by acting as the main contact for phone and written correspondence Develop new client relationships and add new clients primarily from referrals of existing clients as well as by developing their own referral sources. Assist in client or 401k meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation. Successfully partner with our back office for new account establishment, account maintenance, and compliance Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available Deposit checks received and maintain check blotter in adherence to compliance guidelines Maintain client information in the CRM database Manage multiple and competing priorities on a daily basis in pursuit of business objectives Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs Requirements Bachelor’s degree in a business-related field preferred The ideal candidate will have 2+ years of experience in administrative support in a professional environment. Previous experience in financial services a plus Advanced computer skills (Outlook, Word, Excel and Power Point) Excellent communication skills, both verbally and in writing Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once Ability to build relationships with clients and internal partners and influence others without direct control Smartoffice CRM knowledge a plus Series 6 and 63 or 7 and 65/66, or ability to obtain within a certain time period

Deerfield, IL, USA

Negotiable Salary

Operation Assistant -WI63499850362499121

Workable

Operation Assistant -WI

Who Are We? UniUni, a North American leader in last-mile logistics, delivers tens of millions of parcels annually in Canada, from Coast to Coast, and is rapidly expanding across the United States. Founded in 2019, UniUni’s tech-driven innovation and crowdsourcing delivery model offers fast, economical, and reliable services to local, national, and international e-commerce clients. What Do We Offer? At UniUni, we offer exciting opportunities to our employees to achieve their career goals. We value lateral moves as much as vertical promotions – we believe all roles should develop your skills, broaden your experience, and help you build a rewarding career. We know you are not only seeking a job, but a career to pursue. If you are ready to join UniUni’s dynamic team, while working hard and having fun doing it, we invite you to apply online and let us know how you can be part of our success story Requirements Responsibilities l Assist in receiving, inspecting, handling and scanning parcels； l Receives returns, counts and confirms quantities, determines condition and completes paperwork; l Arranges for pick-up of shipments, contacts delivery drivers and coordinates schedules; l Communicates effectively with the other departments in the company； l Responds quickly to customer/client inquiries, resolves problems, and communicates service issues to supervisor; l Encourages safe work practices in others； l Arranges daily cycle count and follow variance; l Weekly report updates; l Other duties as assigned to the position Qualifications l Bachelor or international equivalent; l 1 years of relevant experience preferred, no experiences is ok, everything will be trained； l Moderate computer skills, assist in report data collection. l Strong responsibility, follow supervision, good communication skills Morning shift 6:30AM-3:30PM Benefits Benefits: 401K, Dental, Vision, Medical insurance, Paid Holiday, Paid Time Off, Paid Sick Leave, Management training program, H1B Sponsorship. Pay Range: 18-21/Hour during first months training period

Franklin, WI 53132, USA

$18-21/hour

Workable

Health Account Manager

Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full service" firm allows for us to better service our client needs from personal investing and retirement planning to life insurance, long term care insurance, and even health insurance benefits. DUTIES AND RESPONSIBILITIES Health Insurance administration and claims processing. Basic administrative functions including but not limited to faxing, coping, scanning, phone, mail and support other staff, when necessary Communicate quickly and effectively with clients and vendors. Regular client interaction including appointment scheduling and correspondence; answer incoming calls when needed and direct/take messages appropriately and according to firm guidelines. Manage client needs regarding processing, servicing, and problem resolution in a timely and accurate manner. Establish and maintain strong relationships with vendors and customers. Maintain client information in the CRM database. Maintain client and employee information in Zywave, our benefits administration portal Taking on additional new responsibilities as assigned by department manager. Requirements Advanced computer skills (Outlook, Word, Excel and Power Point) are essential Strong time management and organizational skills; ability to work independently and effectively at managing multiple tasks at once. Excellent communication skills, both verbally and written Previous experience working for a broker or benefits insurance carrier such has Humana or Blue Cross Blue Shield is an added benefit.

Deerfield, IL, USA

Negotiable Salary