Client Services Assistant jobs at Comerica

About the Role: As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. May schedule client appointments and/or conference room for appointments. Understand and ensure business adherence with firm and financial industry regulatory policies. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. May manage FA and Team's social media presence (website, LinkedIn,X, etc.). Initiates and completes all transactions required to fully service client accounts i.e., paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch, when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities daily & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of relevant work experience. Focus on excellent client service. Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire. Training and resources to be provided and paid for by Baird. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information Detail oriented with an emphasis on accuracy. Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Good analytical and critical problem-solving skills. Bachelor's degree preferred; not required #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan. * Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. * Answers all incoming phone calls and handles as appropriate. * May schedule client appointments and/or conference room for appointments. * Understand and ensure business adherence with firm and financial industry regulatory policies. * Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. * May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. * May manage FA and Team's social media presence (website, LinkedIn,X, etc.). * Initiates and completes all transactions required to fully service client accounts i.e., paperwork, correspondence, client request fulfillment and special projects as needed. * May enter security orders including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. * May also provide back-up to other teams and the branch, when necessary, as well as perform other duties and special projects as necessary. * Proactively review investment opportunities daily & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: * 2+ years of relevant work experience. * Focus on excellent client service. * Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire. Training and resources to be provided and paid for by Baird. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. * Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information * Detail oriented with an emphasis on accuracy. * Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. * Good analytical and critical problem-solving skills. * Bachelor's degree preferred; not required Compensation and Benefits: * $21.74 - $32.67 hourly rate * Bonus potential up to 8.5% of base pay * Compensation and bonus are commensurate with experience, performance and/or firm profitability * You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future. #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. May schedule client appointments and/or conference room for appointments. Understand and ensure business adherence with firm and financial industry regulatory policies. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. May manage FA and Team's social media presence (website, LinkedIn,X, etc.). Initiates and completes all transactions required to fully service client accounts i.e., paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch, when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities daily & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of relevant work experience. Focus on excellent client service. Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire. Training and resources to be provided and paid for by Baird. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information Detail oriented with an emphasis on accuracy. Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Good analytical and critical problem-solving skills. Bachelor's degree preferred; not required #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. May schedule client appointments and/or conference room for appointments. Understand and ensure business adherence with firm and financial industry regulatory policies. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. May manage FA and Team's social media presence (website, LinkedIn,X, etc.). Initiates and completes all transactions required to fully service client accounts i.e., paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch, when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities daily & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of relevant work experience. Focus on excellent client service. Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire. Training and resources to be provided and paid for by Baird. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information Detail oriented with an emphasis on accuracy. Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Good analytical and critical problem-solving skills. Bachelor's degree preferred; not required #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. May schedule client appointments and/or conference room for appointments. Understand and ensure business adherence with firm and financial industry regulatory policies. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. May manage FA and Team's social media presence (website, LinkedIn,X, etc.). Initiates and completes all transactions required to fully service client accounts i.e., paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch, when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities daily & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of relevant work experience. Focus on excellent client service. Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire. Training and resources to be provided and paid for by Baird. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information Detail oriented with an emphasis on accuracy. Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Good analytical and critical problem-solving skills. Bachelor's degree preferred; not required #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Job Description Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position offers a hybrid option to allow for occasional remote work, primarily working out of the Worthington, MN office location. The contributions you will make: Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members. A typical day: Client Service Provides front line customer service to clients, proactively identifying needs and resolving a variety of requests via phone, online and in-person to ensure a positive and consistent experience. Establishes, develops and maintains a strong relationship with internal and external clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of internal and external clients. Educates the team, clients and third parties on basic policies, processes, transactional delivery and servicing. Takes appropriate steps to help identify and prevent fraud. Assists Sales Team in determining appropriate client products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client. Serves as a back up to the Contact Center when needed. Loan Servicing Provides servicing for PCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents into systems. Coordinates, reviews and determines documents needed to perfect Compeer's required lien position on servicing transactions. Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate department (e.g. sales, credit, loan accounting, client or third party) when further action is needed. Initiates loan renewals and servicing updates with loan accounting and tracks, monitors and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity. Prepares and delivers a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements. Accurately processes receipts, disbursements and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. Researches client transactions and resolves issues. Assists with follow up on delinquent accounts. Office Support Provides office coverage during normal business hours to meet the needs of clients at location. Coordinates team member and/or client events and manages related invoices and requests. Serves as an Office Ambassador. Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, pop and Compeer literature) for location. Acts as the point of contact for building maintenance and cleaning issues. The skills and experience we prefer you have: High school diploma or GED. Entry-level client service experience, preferably in a financial institution. Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision. Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps. Strong organizational and communication skills. Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment. Effective conflict resolution skills. Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely. Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay$41,300-$65,000 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

Job Description At LendingOne, we don't just lend capital-we fuel opportunity. Headquartered in sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we've funded over $6 billion in real estate capital and earned recognition as one of the Sun Sentinel's Top Workplaces-four years running! As a direct private lender-not a broker, not a bank-we specialize in business-purpose mortgage loans for real estate investors, including fix-and-flip bridge loans and long-term rental financing. Our mission is powered by our values: Speed & Ease - We simplify lending so clients can move fast and seize opportunities. Solutions Driven - We solve problems, not just process paperwork. Loyal Partners - We build trust, not just transactions. Authentic Experience - We stay real, reliable, and respectful-always. We're a fully funded, full-service lending partner-and we're growing fast. The Opportunity: If you're the type of person who thrives on keeping people informed, solving problems quickly, and making sure no detail gets missed, you'll love this role. As a Client Experience Coordinator, you'll be the key liaison between our clients and internal teams, ensuring a smooth and responsive loan process from start to finish. This is a fast-paced, client-facing role that demands urgency, ownership, and communication excellence. This is a full-time employment opportunity working in our Headquarters office in Boca Raton, FL. What You'll Do: At the heart of this role is unwavering client support-answering calls promptly, prioritizing client needs with empathy, and delivering clear, thoughtful communication every step of the way. Serve as the primary point of contact for assigned clients-ensuring consistent, proactive communication and delivering updates that inspire confidence. Coordinate across departments (sales, underwriting, legal, closing) to keep everyone aligned and timelines on track. Maintain a fast-moving pipeline of loan applications, reviewing and collecting documents, flagging issues, and pushing processes forward with urgency. Provide a high-touch experience to clients by anticipating needs, resolving questions quickly, and owning the details. Track key project milestones such as appraisals, title reports, and due diligence items, and follow through relentlessly to keep deals moving. Review loan files for completeness and compliance; assist credit analysts and underwriters in clearing conditions and preparing for funding. Advocate for the client internally-flagging challenges early and helping the team craft solutions with speed and accuracy. Keep documentation, updates, and communication logs impeccably organized for full visibility and efficiency. Requirements 2+ years in a professional or customer-facing role, ideally in real estate, lending, operations, or client services Exceptional communication and follow-up skills-you write and speak clearly, with empathy and purpose High attention to detail with a “nothing slips through the cracks” mindset Proven ability to multitask and prioritize in a fast-paced, high-volume environment Positive energy, collaborative spirit, and a customer-first attitude Strong computer proficiency and a willingness to learn new systems A true sense of urgency-because our clients depend on us to move fast and get it right Benefits Why LendingOne: Competitive base salary and incentive structure Full medical, dental, and vision benefits Company-matching 401(k) plan Paid time off and 10 company-paid holidays Work-from-home Fridays Career development, training, and internal promotion opportunities Team-building events, company lunches, and swag Collaborative, inclusive, and fun workplace culture LendingOne is proud to be an Equal Opportunity Employer. We're committed to building a diverse and inclusive workforce where everyone belongs.

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: * Hybrid model - up to 50% work from home * Flexible schedules including ample flexibility in the summer months * Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) * Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP * Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off * Learning and development programs * Mentorship programs * Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) * Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position offers a hybrid option to allow for occasional remote work, primarily working out of the Worthington, MN office location. The contributions you will make: Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members. A typical day: Client Service * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides front line customer service to clients, proactively li">identifying li"> needs and li">resolving a variety of requests via phone, li">online li"> and in-person to ensure a positive and consistent experience. * li">Establishes, li">develops li"> and li">maintains li"> a strong relationship with internal and external clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. * li">Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of li">internal and external clients. * li">Educates the team, clients and third parties on basic policies, processes, transactional li">delivery li"> and servicing. * li">Takes li">appropriate steps li"> to help li">identify li"> and prevent fraud. * li">Assists Sales Team in determining li">appropriate client li"> products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client. * li">Serves as a li">back up li"> to the Contact Center when needed. li">Loan Servicing * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides li">servicing for li"> PCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents li">into systems. * li">Coordinates, reviews and li">determines li"> documents needed to perfect Compeer's required li">lien li"> position on servicing transactions. * li">Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate li">department li"> ( li">e.g. li"> sales, credit, loan accounting, client or third party) when further action is needed. * li">Initiates loan renewals and servicing updates with loan accounting and tracks, li">monitors li"> and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity. * li">Prepares and delivers a variety of legal documents to clients on li">a timely li"> basis to meet regulatory and compliance requirements. * li">Accurately processes receipts, li">disbursements li"> and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. li">Researches li"> client transactions and li">resolves li"> issues. li">Assists li"> with follow up on delinquent accounts. Office Support * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides office coverage during normal business hours to meet the needs of clients at li">location li">. * li">Coordinates team li">member li"> and/or client events and manages related invoices and requests. Serves as an Office Ambassador. * li">Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, li">pop li"> and Compeer literature) for location. * li">Acts as the point of contact for building maintenance and cleaning issues. The skills and experience we prefer you have: * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">High school diploma or GED. * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Entry-level client service experience, li">preferably in a financial institution. * Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision. * Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps. * Strong organizational and communication skills. * Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment. * Effective conflict resolution skills. * Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely. * Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay $41,300-$65,000 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

TITLE: Client Service Banker REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non-Exempt PAY GRADE: NE 20 ($17.00 - $25.89 per hour) AVAILABILITY: Monday-Wednesday 9:00am-4:00pm, Thursday-Friday 9:00am-5:00pm, Saturday 9:00am-12:00pm Position Summary: The Client Service Banker will be our clients' first impression of the Pioneer culture and brand. In this role you will embody and exemplify our IMAGINE culture within your team. This will encompass listening, understanding and anticipating the clients' needs and providing outstanding service in every interaction. You will execute transactions with professionalism and accuracy. In doing so, you will support and carry out Pioneer's vision to build a partnership with our clients to both meet their current needs and achieve their financial goals. Key Responsibilities: * Provides outstanding service and solutions to our clients. * Processes all transactions accurately, including, but not limited to, deposits/withdrawals to accounts, payments on loans, check cashing, money order purchases, etc. * Acts as a first line of defense in detecting potentially fraudulent activities. * Adheres to all policies and procedures to maintain compliance standards. * Builds relationship with clients by actively listening to deepen relationships and anticipate their financial needs. * Engages customers in a consultative manner using a holistic approach to explore solutions to improve their financial well-being. * At branch management direction on an as-needed basis, may perform platform duties such as account opening, account maintenance, service inquiries, etc. * Assist branch management and the Client Service Supervisor in various operational activities on an as-needed basis. Education & Experience: * High School graduate (or GED) required, or current high school student anticipating graduation. * Strong mathematical skills required. * Minimum of six months cash handling experience and customer service experience preferred. * Minimum of six months customer service experience, recommending and referring products and services preferred. * Ability to adapt to evolving technologies and systems. As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

COR Financial Group, a growing multi-state financial services practice with Thrivent is looking for a full-time Client Experience Coordinator to work in our Ann Arbor, MI office. Are you a person of high integrity, strong capability, and have a genuine passion to care for others? If so, we would be excited to discuss how COR Financial Group nurtures those with a heart for service and a passion for helping others. This is an incredible opportunity for the right person to become a vital member of our team while having opportunity to grow professionally and financially. Position Summary: This position provides administrative support to our Lead Advisors. This role is critical to our member experience and requires a friendly, upbeat demeanor. The role supports daily operations of the practice, including, but not limited to answering the phones, meeting/greeting members, assisting in coordination of client events for the Ann Arbor, MI office, utilizing proprietary software in support of client relations, and other administrative tasks as assigned. If you would like to work with a team that values our deep customer relationships and proactive concierge customer service, then this role is a great fit for you. Benefits Include: 401k (with match) available after 6 months, Paid Time Off, Holiday Pay, Medical Benefits (Medical, Dental, Vision, Term Life, Disability, Health Savings Account) Compensation: $50,000 - $55,000 salary dependent upon experience. Job Description Position Roles/Responsibilities/Accountabilities Answer all incoming calls for the practice on the first ring and disperse them and any messages appropriately Hospitality lead for the Ann Arbor office; including meeting and greeting clients Attend and assist in coordination of all local client events Physical site manager of the office Decorate the office for the holidays Manage the cleaning service Oversee the snow removal vendor to ensure safety of clients during the winter Assist in coordinating team events & birthday celebrations Assist in scheduling meetings with clients on behalf of the practice's Advisors Interface with contacts to coordinate mailings, gifts and other communications Perform routine administrative duties such as maintaining office supplies, processing mail, filing and disclosure delivery Update contact management system with client contact and preference information Assist in preparing file folders for client meetings Support Administration Department in obtaining any needs for new business Provide back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed Keep sales team on track and assist with meeting support Additional responsibilities may be assigned in accordance with business needs Position Qualifications Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, SharePoint, Salesforce) or ability to learn Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information Basic understanding of our products, services, and Thrivent Financial Competencies Planning/Organizing Client Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of the team Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations As part of COR Financial Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Full-time Description Morton Wealth is currently for talented individuals who are interested in future opportunities for a Client Coordinator position. We are a registered investment advisor that was formed in 1981 and manages roughly $3 billion in assets across 1,200+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives. Our investment approach is distinctly not “Wall Street” as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow. At Morton, our Client Coordinators (CC) are key contributors to our organization, as they provide relational and operational support to our Advisors, empowering them to deliver an outstanding experience to each of our clients. The CC position is an ideal role for anyone looking to further their career in wealth management, as it helps to build a solid foundation towards long-term growth, particularly for aspiring Wealth Advisors. Our CCs are often the main point of contact for Morton clients, which provides them with daily opportunities to enhance important skills such as organization/prioritization and communication. Additionally, this role requires them to coordinate projects across multiple teams within the organization, providing ample opportunity to showcase and develop their teamwork and collaboration skills. While we don't have any immediate openings for this role, we always appreciate the opportunity to meet with strong candidates for future consideration. If you are interested in speaking to us when a position does become available, please submit your resume and a member of our Human Capital Team will contact you to schedule an introductory call at the appropriate time. Requirements Our ideal candidate for this role will strive to reflect our core values in the following ways: Excellence - Exhibits high attention to detail and organizational skills while able to prioritize multiple requests and tasks. Empowerment - Has a desire to continue improving at his/her job function and suggests ways the team can work more efficiently. Empathy - Has good communication skills and understands how the role fits into company goals. Ethical - Fully completes task at hand and does not cut corners. Aware of time and costs associated with client servicing - strives for efficiency without compromising quality of work. Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the objectives of the entire firm. Enjoyment - Works well as part of a team and participates in Morton events. Daily responsibilities include: Coordinate client meetings through scheduling, preparation and recording of notes. Respond to client requests in a timely manner, tracking interactions in CRM. Communicate timing expectations with clients for all deliverables/follow ups. Support Advisors in maintaining communication with prospects and existing clients. Lead weekly Advisor check-in meetings. Experience Requirements Minimum of 3 years of experience in a client servicing role within the wealth management industry, preferably at an RIA. Series 65 license and/or Certified Financial Planner (CFP) Our Offer Competitive compensation package. Retirement and health benefits. Transparent career tracks and opportunities for advancement within the organization. Salary Description $75,000-$85,000 per year

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: * Hybrid model - up to 50% work from home * Flexible schedules including ample flexibility in the summer months * Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) * Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP * Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off * Learning and development programs * Mentorship programs * Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) * Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position offers a hybrid option to allow for occasional remote work, primarily working out of the Rochester, MN office location. The contributions you will make: Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members. A typical day: li">Loan Servicing * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides servicing for PCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents into systems. * li">Coordinates, reviews and li">determines li"> documents needed to perfect Compeer's required li">lien li"> position on servicing transactions. * li">Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to li">appropriate department li"> ( li">e.g. li"> sales, credit, loan accounting, client or third party) when further action is needed. * li">Initiates loan renewals and servicing updates with loan accounting and tracks, monitors and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity. * li">Prepares and delivers a variety of legal documents to clients on li">a timely li"> basis to meet regulatory and compliance requirements. * li">Accurately processes receipts, li">disbursements li"> and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. li">Researches li"> client transactions and resolves issues. li">Assists li"> with follow up on delinquent accounts. * li">Keeps current on related process, li">procedure li"> and organizational updates. Client Service * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides front line customer service to clients, proactively li">identifying li"> needs and resolving a variety of requests via phone, online and in-person to ensure a positive and consistent experience. * li">Establishes, li">develops li"> and li">maintains li"> a strong relationship with internal clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. * li">Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of internal and external clients. * li">Educates the team, clients and third parties on basic policies, processes, transactional li">delivery li"> and servicing. * li">Takes li">appropriate steps li"> to help li">identify li"> and prevent fraud. * li">Assists Sales Team in determining li">appropriate client li"> products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client. * li">Serves as a li">back up li"> to the Contact Center when needed. The skills and experience we prefer you have: * High school diploma or GED. * Entry-level client service experience, preferably in a financial institution. * Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision. * Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps. * Strong organizational and communication skills. * Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment. * Effective conflict resolution skills. * Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely. * Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products. * General knowledge of farming operations and agriculture preferred. * General knowledge of basic accounting principles and procedures preferred. #IND200 How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay $41,300-$65,000 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

Job Description Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position offers a hybrid option to allow for occasional remote work, primarily working out of the Rochester, MN office location. The contributions you will make: Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members. A typical day: Loan Servicing Provides servicing for PCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents into systems. Coordinates, reviews and determines documents needed to perfect Compeer's required lien position on servicing transactions. Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate department (e.g. sales, credit, loan accounting, client or third party) when further action is needed. Initiates loan renewals and servicing updates with loan accounting and tracks, monitors and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity. Prepares and delivers a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements. Accurately processes receipts, disbursements and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. Researches client transactions and resolves issues. Assists with follow up on delinquent accounts. Keeps current on related process, procedure and organizational updates. Client Service Provides front line customer service to clients, proactively identifying needs and resolving a variety of requests via phone, online and in-person to ensure a positive and consistent experience. Establishes, develops and maintains a strong relationship with internal clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of internal and external clients. Educates the team, clients and third parties on basic policies, processes, transactional delivery and servicing. Takes appropriate steps to help identify and prevent fraud. Assists Sales Team in determining appropriate client products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client. Serves as a back up to the Contact Center when needed. The skills and experience we prefer you have: High school diploma or GED. Entry-level client service experience, preferably in a financial institution. Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision. Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps. Strong organizational and communication skills. Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment. Effective conflict resolution skills. Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely. Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products. General knowledge of farming operations and agriculture preferred. General knowledge of basic accounting principles and procedures preferred. #IND200 How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay$41,300-$65,000 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: * Hybrid model - up to 50% work from home * Flexible schedules including ample flexibility in the summer months * Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) * Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP * Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off * Learning and development programs * Mentorship programs * Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) * Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position is onsite and primarily works out of the Mankato, MN office location. The contributions you will make: Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members. A typical day: Client Service * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides front line customer service to clients, proactively li">identifying li"> needs and li">resolving a variety of requests via phone, li">online li"> and in-person to ensure a positive and consistent experience. * li">Establishes, li">develops li"> and li">maintains li"> a strong relationship with internal and external clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. * li">Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of li">internal and external clients. * li">Educates the team, clients and third parties on basic policies, processes, transactional li">delivery li"> and servicing. * li">Takes li">appropriate steps li"> to help li">identify li"> and prevent fraud. * li">Assists Sales Team in determining li">appropriate client li"> products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client. * li">Serves as a li">back up li"> to the Contact Center when needed. Loan Servicing * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides li">servicing for li"> PCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents li">into systems. * li">Coordinates, reviews and li">determines li"> documents needed to perfect Compeer's required li">lien li"> position on servicing transactions. * li">Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate li">department li"> ( li">e.g. li"> sales, credit, loan accounting, client or third party) when further action is needed. * li">Initiates loan renewals and servicing updates with loan accounting and tracks, li">monitors li"> and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity. * li">Prepares and delivers a variety of legal documents to clients on li">a timely li"> basis to meet regulatory and compliance requirements. * li">Accurately processes receipts, li">disbursements li"> and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. li">Researches li"> client transactions and li">resolves li"> issues. li">Assists li"> with follow up on delinquent accounts. * li">Keeps current on related process, li">procedure li"> and organizational updates. Office Support * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides office coverage during normal business hours to meet the needs of clients at li">location li">. * li">Coordinates team li">member li"> and/or client events and manages related invoices and requests. Serves as an Office Ambassador. * li">Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, li">pop li"> and Compeer literature) for location. * li">Acts as the point of contact for building maintenance and cleaning issues. The skills and experience we prefer you have: * High school diploma or GED. * Entry-level client service experience, preferably in a financial institution. * Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision. * Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps. * Strong organizational and communication skills. * Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment. * Effective conflict resolution skills. * Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely. * Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay $41,300-$65,000 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

Job Description Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position is onsite and primarily works out of the Mankato, MN office location. The contributions you will make: Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members. A typical day: Client Service Provides front line customer service to clients, proactively identifying needs and resolving a variety of requests via phone, online and in-person to ensure a positive and consistent experience. Establishes, develops and maintains a strong relationship with internal and external clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of internal and external clients. Educates the team, clients and third parties on basic policies, processes, transactional delivery and servicing. Takes appropriate steps to help identify and prevent fraud. Assists Sales Team in determining appropriate client products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client. Serves as a back up to the Contact Center when needed. Loan Servicing Provides servicing for PCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents into systems. Coordinates, reviews and determines documents needed to perfect Compeer's required lien position on servicing transactions. Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate department (e.g. sales, credit, loan accounting, client or third party) when further action is needed. Initiates loan renewals and servicing updates with loan accounting and tracks, monitors and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity. Prepares and delivers a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements. Accurately processes receipts, disbursements and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. Researches client transactions and resolves issues. Assists with follow up on delinquent accounts. Keeps current on related process, procedure and organizational updates. Office Support Provides office coverage during normal business hours to meet the needs of clients at location. Coordinates team member and/or client events and manages related invoices and requests. Serves as an Office Ambassador. Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, pop and Compeer literature) for location. Acts as the point of contact for building maintenance and cleaning issues. The skills and experience we prefer you have: High school diploma or GED. Entry-level client service experience, preferably in a financial institution. Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision. Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps. Strong organizational and communication skills. Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment. Effective conflict resolution skills. Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely. Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay$41,300-$65,000 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

Job DescriptionSalary: About Us Wealth Management Financial is a trusted firm providing financial planning, accounting, and wealth management services. Our mission is to help clients reach their financial goals through expert advice and exceptional service. We are a growing company with a client-first culture that values integrity, reliability, and teamwork. Position Summary The Client Care Coordinator is the first point of contact for clients and plays a key role in ensuring a positive client experience. This position is ideal for someone who enjoys working with people, is detail-oriented, and wants to grow within the financial services industry. This role offers significant growth potential-we invest in our team members through ongoing training and development, creating opportunities for advancement into senior client service or operations roles. Responsibilities Greet clients and visitors with professionalism and warmth. Handle incoming calls, emails, and correspondence promptly and accurately. Assist with new client onboarding, document collection, and CRM data entry. Schedule client meetings and manage team calendars. Support advisory and accounting staff with document preparation and organization. Maintain a clean and organized office and reception area. Process mail, deliveries, and office supply orders. Manage expense reports and assist with administrative duties as needed. Job Type: Full time, 30-40 hours per week Location:Titusville, Florida (On-Site) Qualifications Previous experience in an administrative, reception, or client service role. Excellent communication and interpersonal skills. (Verbal and Written) Proficiency with Microsoft Office Suite (Word, Excel, Outlook). Strong organizational skills and attention to detail. Positive attitude and willingness to learn. Experience with CCH iFirm, CRMs and DocuSign is a plus. High school diploma required; further education preferred. Why Work at WMA Competitive pay and benefits package. Career growth and advancement opportunities. Supportive, team-oriented environment. Training and professional development. Purpose-driven company that values integrity and client satisfaction. Schedule: Monday to Friday I Day shift I In-office Pay: Competitive; commensurate with experience How to Apply Apply with your resume and a short cover letter explaining why you're a great fit for the Client Care Coordinator position at Wealth Management Financial Group.

This position is focused on capturing and analyzing data for the Client Experience team. Must be comfortable working with data + communicating and collaborating with leaders throughout the company with a high level of accountability. WHAT YOU WILL BE DOING * Analyzing data to influence decision making and strategic planning. * Provides reporting, trends and analysis to leadership on a daily, weekly, and monthly basis to ensure Teams are hitting our company goals and KPIs. * Completes ad-hoc reporting request in a timely manner as they come in from various business units throughout the company. * Finds efficiencies to improve processes. * Holds meetings to discuss technical requirements and ensure proposed solutions meet the needs of the business requesting reporting. * Tests and ensures reporting and processes work as intended. * Builds and designs new metrics and reporting as needed for new initiatives. WHAT WE NEED FROM YOU * High School Degree or equivalent * 1+ year's experience in customer service (or related) * Advanced math experience strongly preferred. * Strong excel skills. * Comfortable with coding languages like python. * Strong mentorship skills - you can teach newer team members how to learn. * Excellent written and verbal communication skills. * Excellent organizational and time management skills. * Ability to multi-task and successfully work in a fast-paced, self-directed environment. THE PLACE & THE PERKS Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It's all happening on UWM's campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement. It's no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It's at the very heart of how we treat each other, our clients and our community. Whether it's providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life. From the team member that holds a door open to the one that helps guide your career, you'll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you'll be welcomed here. Accepted here. And empowered to Be You Here. More reasons you'll love working here include: * Paid Time Off (PTO) after just 30 days * Additional parental and maternity leave benefits after 12 months * Adoption reimbursement program * Paid volunteer hours * Paid training and career development * Medical, dental, vision and life insurance * 401k with employer match * Mortgage discount and area business discounts * Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court * Wellness area, including an in-house primary-care physician's office, full-time massage therapist and hair salon * Gourmet cafeteria featuring homemade breakfast and lunch * Convenience store featuring healthy grab-and-go snacks * In-house Starbucks and Dunkin * Indoor/outdoor café with Wi-Fi DISCLAIMER All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with UWM is "at-will." UWM is an Equal Opportunity Employer. By selecting "Apply for this job online" you provide consent to UWM to record phone call conversations between you and UWM to be used for quality control purposes.

We are seeking someone to join our team as a Global Financial Crimes (GFC): Client Escalations and Reporting Coordinator. In the Legal & Compliance division, we assist the Firm in achieving its business objectives by facilitating and overseeing the Firm's management of legal, regulatory and franchise risk. This is a Director level position within GFC and be part of a team that focuses on AML and other financial crime related obligations associated with the Firm's Wealth Management (WM) and U.S. Banks coverage team. The Client Escalations and Reporting Coordinator reports to the Head of WM and Bank Program Management and Strategy, Executive Director. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. In Global Financial Crimes (GFC), you will play a critical role in identifying potentially suspicious activity, protecting vulnerable individuals, and safeguarding the integrity of the financial system. GFC coordinates the day-to-day implementation of the Firm's financial crime prevention efforts, including governance, oversight, and execution of the Firm's Ant-Money Laundering (AML), Sanctions, Anti-Corruption and Government and Political Activities Compliance programs. If you are passionate about financial crimes prevention, seeking a rewarding and dynamic career, and focused on making a difference, then GFC might be the right team for you. What you'll do in the role: * Proven experience managing and reviewing client escalations related to financial crime risk, ensuring timely resolution and accurate reporting. * Prepare high-quality summary reports and materials for senior governance forums, including Client Escalations Committee, and collaborate with stakeholders across business units to maintain strong risk management practices. * Coordinate with internal stakeholders (GFC Investigations, Client Risk Unit, Advisory teams, 1L GFC Risk, and branch personnel) to gather relevant information and provide clear, concise analysis of client escalation cases. Develop and deliver summary reports and presentation materials for senior committees, including the Client Escalations Committee * Ensure accuracy, clarity, and timeliness of reporting for senior management and governance forums/committees * Act as a subject matter expert on escalation processes and reporting standards * Identify opportunities to enhance escalation review processes and reporting frameworks * Contribute to policy updates and best practices for escalation management What you'll bring to the role: * Bachelor's degree required; advanced degree or professional certification (e.g., CAMS, CFA) preferred * 5+ years of experience in financial services, with a focus on compliance, risk management, or financial crimes * Strong understanding of AML, sanctions, and financial crime regulations * Exceptional analytical, writing, and presentation skills * Ability to manage multiple priorities and deliver under tight deadlines; * Experience preparing materials for senior governance committees is highly desirable * Strategic thinking with attention to detail * Strong interpersonal and communication skills * Proficiency in Microsoft Office (Excel, PowerPoint, Word) * Ability to influence and collaborate across global teams Where you'll be working: This role will require in office attendance 3 days/week from Dallas, Texas location. Two of those days will be Anchor Days where you will be in the office with your teammates to learn, grow, and collaborate in person. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We are seeking someone to join our team as a Global Financial Crimes (GFC): Client Escalations and Reporting Coordinator. In the Legal & Compliance division, we assist the Firm in achieving its business objectives by facilitating and overseeing the Firm's management of legal, regulatory and franchise risk. This is a Director level position within GFC and be part of a team that focuses on AML and other financial crime related obligations associated with the Firm's Wealth Management (WM) and U.S. Banks coverage team. The Client Escalations and Reporting Coordinator reports to the Head of WM and Bank Program Management and Strategy, Executive Director. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. In Global Financial Crimes (GFC), you will play a critical role in identifying potentially suspicious activity, protecting vulnerable individuals, and safeguarding the integrity of the financial system. GFC coordinates the day-to-day implementation of the Firm's financial crime prevention efforts, including governance, oversight, and execution of the Firm's Ant-Money Laundering (AML), Sanctions, Anti-Corruption and Government and Political Activities Compliance programs. If you are passionate about financial crimes prevention, seeking a rewarding and dynamic career, and focused on making a difference, then GFC might be the right team for you. What you'll do in the role: Proven experience managing and reviewing client escalations related to financial crime risk, ensuring timely resolution and accurate reporting. Prepare high-quality summary reports and materials for senior governance forums, including Client Escalations Committee, and collaborate with stakeholders across business units to maintain strong risk management practices. Coordinate with internal stakeholders (GFC Investigations, Client Risk Unit, Advisory teams, 1L GFC Risk, and branch personnel) to gather relevant information and provide clear, concise analysis of client escalation cases. Develop and deliver summary reports and presentation materials for senior committees, including the Client Escalations Committee Ensure accuracy, clarity, and timeliness of reporting for senior management and governance forums/committees Act as a subject matter expert on escalation processes and reporting standards Identify opportunities to enhance escalation review processes and reporting frameworks Contribute to policy updates and best practices for escalation management What you'll bring to the role: Bachelor's degree required; advanced degree or professional certification (e.g., CAMS, CFA) preferred 5+ years of experience in financial services, with a focus on compliance, risk management, or financial crimes Strong understanding of AML, sanctions, and financial crime regulations Exceptional analytical, writing, and presentation skills Ability to manage multiple priorities and deliver under tight deadlines; Experience preparing materials for senior governance committees is highly desirable Strategic thinking with attention to detail Strong interpersonal and communication skills Proficiency in Microsoft Office (Excel, PowerPoint, Word) Ability to influence and collaborate across global teams Where you'll be working: This role will require in office attendance 3 days/week from Dallas, Texas location. Two of those days will be Anchor Days where you will be in the office with your teammates to learn, grow, and collaborate in person. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).