Serve as the primary point of contact for clients, handling inquiries and educating on services.
Support onboarding of new clients and process account documentation accurately.
Monitor client account activity and coordinate with custodians and internal teams.
LPL Financial is a wealth management firm that supports financial advisors and institutions. With over 32,000 advisors and $2.3 trillion in assets, it fosters a collaborative and innovative culture.
Guide new clients through the onboarding process and communicate required next steps.
Collect, review, and maintain accurate client and account information.
Establish and update client records within company systems and respond professionally to questions.
Total Fire Protection is a full service fire and life safety provider serving commercial and industrial customers. Since 1991, our team has delivered fire protection solutions including sprinkler systems, fire alarms, inspections, testing, maintenance, special hazard systems, and related services.
Perform implementation, optimization, and strategic consulting engagements with insurance brokers.
Engage with new clients to gather software configuration and business process requirements.
Configure core applications and deliver education on Broker Management Systems.
Applied Systems reinvents insurance technology with cloud software and AI-powered solutions. With over 40 years of experience, the company serves thousands of agencies and brokers worldwide, fostering a people-first culture built on trust, inclusion, and growth.
Serve as a critical link between Expert Institute and attorney-clients, conducting case intake and developing expert witness search strategies.
Manage end-to-end client engagements, ensuring timely delivery and high-quality results while building strong relationships.
Apply strong analytical and communication skills in a fast-paced, technology-driven environment, with a focus on legal analysis and client service.
Expert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase profitability. Established in 2010, the company has supported over 5,000 firms nationwide and offers a SaaS platform, Expert iQ, with proprietary data and analytics.
Provide excellent client and advisor experience during plan implementation.
Coordinate data collection and act as a liaison between clients, advisors, and platform providers.
Set up internal systems and load information into compliance software.
We are a vibrant and growing national third-party administration firm specializing in retirement plan services. We have a nationally recognized sales team and offer advancement opportunities for our professionals.
Provide excellent client/advisor experience during the implementation phase of retirement plans
Act as a liaison between clients, advisors, and platform providers to manage plan timelines
Audit plan data, review adoption agreements, and configure internal software for accurate record keeping
Nova 401(k) Associates is a national third-party administration firm specializing in 401(k) plan services for clients and advisors. They have a nationally recognized sales team and a collaborative culture that offers growth opportunities for professionals.