Client Compliance Representative Jobs
Job: Compliance Officer & Client Service Representative Category: Broker/Dealer and Investment Management Firm: Ascendant Advisors Group, LLC Location: Houston, Texas (Galleria area) Website: www.ascendantadvisors.com MUST HAVE MORE THAN FIVE (5) YEARS OF DIRECT BROKER/DEALER AND INVESTMENT ADVISOR COMPLIANCE EXPERIENCE Position Specification Established, 44-year old, Houston-based investment firm...
Sales Support Representative- Compliance MarketSource is currently partnered with a leader in the Consumer Electronics industry and is searching for a Sales Support Representative. The Sales Support Representative supports the sales team and its clients. The SSR will be focused on developing personal relationships with the outside client coverage reps and client contacts. The SSR position requires...
Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to cl...
Elite Lab Services, a leader in the medical testing field, has an opening for a Client Services Representative in our Tyler, TX corporate office. Position: Client Services Representative Position Type: Full Time, Permanent (benefits available after successfully completing a 90 day probationary period) Schedule: 12:00 pm - 9:00 pm; Monday - Friday (no weekends) Location: 221 Roy Road; Tyler, TX 757...
Opening: 20 hours per week Job Title: Client Service Representative Department: Healdsburg Branch DUTIES & RESPONSIBILITIES: · Provide an extraordinary Client experience to Clients of American River Bank promoting professionalism, confidentiality and the desire to assist. · Actively promote American River Bank and develop Client relationships through maintaining your knowledge of the Bank's produc...
Job Description-Client Service Representative Job Description SUMMARY: The Client Service Representative is a key position designed for someone who can excel and has proven experience in multiple areas of customer service and client project management. The right candidate must be flexible and dedicated with a passion for serving clients with integrity, a strong attention to detail and the ability...
ABOUT SS&C TECHNOLOGIES: Headquartered in Windsor, CT and with offices throughout North America, Europe, Asia, and Australia, SS&C, a GROWING leader that provides the global financial services industry with a broad range of highly specialized software, business process outsourcing (BPO) services and application service provider (ASP) solutions. We deliver mission-critical processing for informatio...
ManpowerGroup is the world leader in innovative workforce solutions, and we create and deliver high-impact solutions that enable our clients to achieve their business goals and enhance their competitiveness. With over 65 years of experience, our $22 Billion company creates unique time to value through a comprehensive suite of innovative solutions that help clients win in the Human Age. These solut...
Client Representative - Client Management – MMA – Anchorage – ANC0002W Description Marsh & McLennan Agency LLC, a subsidiary of Marsh Inc., the world’s leading insurance broker and risk advisor, was established in 2008 to meet the needs of mid-sized businesses in the U.S. The firm operates independently from Marsh to offer commercial property, casualty, personal lines and employee benefits to clie...
We are currently looking for an Integrated Technology Services (ITS) Client Representative in the Detroit area. The successful candidate must be able to (1) Demonstrate extensive experience in selling and closing, large, complex, cross brand transformational solutions, driving end-to-end solutions which cross individual Service Product Line (SPL) boundaries, (2) Develop and articulate compelling v...
Client Relations Representative Job Label:Client Relations Representative-2 As an integrated health provider, WorkCare is at the forefront of helping employers meet the challenges of managing today’s workforce. WorkCare is owned by a team of physicians who, along with a team of allied credentialed health professionals, provide strategic and tactical consulting services and programs to: Improve wor...
Summary: Responsible for answering daily phone calls in a multi-task environment. Duties also include conducting research for customers and addressing customer complaints and placing and reviewing supply orders. Duties and Responsibilities: Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates. Employee is...
Job Description: - Determines client needs, place appropriately skilled employees on flexible/full-time assignments and conduct quality control and arrival calls on all client orders - Receive, write and process all client orders with complete job description and credit information - Assign appropriate pay rates for field employees and bill rates for clients within established guidelines - Perform...
Job Responsibilities and Requirements: Working within the Client Services team you will be asked to perform following Duties: Building and Managing of client relationships. Supporting and developing the Management of client relationships, including visits, keeping up to date records on client issues, minutes, hierarchy structure, development and problems Day to day account management for clients o...
This position will report to the Supervisor of Client Services. This position is primarily responsible for handling all client servicing functions for all Meeder Investment Managements. Associate is responsible for transaction processing and maintaining accurate bookkeeping of client information and is cross trained in multiple areas so as to better service clients. Primary Responsibilities Answer...
About the Position Plane Solutions is a boutique aviation services management organization. Our comprehensive approach to private and business aviation services is focused on fulfilling our clients defined and evolving requirements. Each day we are guided by our core principle: What’s right for our clients is right for us. For over 10 years, Plane Solutions has been providing owner representation...
Since 1864 Marshall & Sterling Insurance has been the name synonymous with outstanding insurance coverage and customer service. Marshall & Sterling provides exceptional insurance coverage and unparalleled service and support for our valued clients. Primary Function: • Assist Group Benefits CSRs in day-to-day activities for clients. Major Responsibilities: • Data Processing • Compiling enrollment m...
Trusteer, an IBM company, is the global leader in endpoint cybercrime prevention. Trusteer products stop the root cause of data breaches and fraud losses: the compromise of employee and customer endpoints by advanced malware and phishing attacks. We are seeking quota-carrying candidates for a senior sales position. Responsibilities will consist of selling complex solutions to online and mobile ban...
Requisition #: 70083 Job Title: Payroll Service Representative Country: United States State: New Hampshire City: Salem Employment Status: Full Time Job Responsibilities: (Description): At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all...
We are looking for an experienced Field Safety Representative for a position on a large college construction program. REQUIREMENTS · Over 15 years construction/safety experience in the type of work being performed. · Construction Health and Safety Technician (CHST) certificate issued by the Board of Certified Safety Professionals (BCSP). · Current First Aid and CPR training from a provider recogni...
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Customer Service Career Tools
Client Compliance Representative
$27,040.00 - $78,750.00
Typical Salary for Client Compliance Representative
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Client Compliance Representative
Protects assets by ensuring compliance with internal control procedures and regulations.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Ensures compliance with established procedures by collecting, analyzing, recording, and reporting information concerning insurance written by the company's clients.
Verifies documents by comparing forms issued to state filing forms; evaluating proper usage of premium rates, refund methods, and underwriting practices.
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