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.
Act as the first point of contact for clients and resolve complaints while improving processes.
Build and maintain trusted relationships with assigned carriers and collaborate with internal departments.
Handle incoming calls and communicate with carriers, brokers, and potential clients via email, text, or phone.
Bobtail is dedicated to increasing happiness by eliminating inefficiencies in the supply chain. The company values teams over individuals, encourages experimentation and iteration, and emphasizes mental health, work-life balance, and diversity.
Triage client emails and voicemails, document interactions in Salesforce, and ensure follow-through.
Provide administrative support including migrating documents and maintaining records.
Respond using approved templates and escalate requests when necessary.
Honor Technology provides technology and services to empower older adults to live independently, including its consumer care brand Home Instead with over 100,000 Care Pros. The company is committed to compassionate care and setting a new standard for aging in place.