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Client Services Associate at LARSON FINANCIAL HOLDINGS, LLC
St. Louis, Missouri, United States - Full Time
Skills Needed
Organizational Skills, Accuracy, Client Service, Salesforce, Calendar Management, Recordkeeping, Compliance, Communication, Problem Solving, Attention To Detail, Microsoft Office, Sharepoint, One Drive, Outlook, Confidentiality, Task Coordination
Specialization
Candidates must have previous experience in financial advisory services or a similar field, along with at least two years of experience using Salesforce and proficiency in Microsoft Office tools. A four-year degree or equivalent work experience is required, alongside a self-starter mentality and excellent organizational and communication skills.
Experience Required
Minimum 2 year(s)
Resident Services Assistant at Woodlands Senior Living LLC
Cape Elizabeth, Maine, United States - Full Time
Skills Needed
Crma Certification, Resident Care Coordination, Medication Management, Clinical Software Data Entry, Physician Order Transcription, Appointment Scheduling, Pharmacy Order Management, Service Plan Implementation, Resident Status Monitoring, Communication Skills, Attention To Detail, Time Management
Specialization
Candidates must hold an active CRMA certification and be at least 18 years of age. Proof of specific immunizations and a valid driver's license are also required for the role.
Guest Services Manager at Avion Hospitality Employee Services LLC
Denver, Colorado, United States - Full Time
Skills Needed
Guest Services, Front Office Operations, Team Leadership, Staff Training, Revenue Management, Conflict Resolution, Cash Handling, Performance Appraisals, Hospitality Management, Communication, Problem Solving, Financial Reporting, Scheduling, Computer Proficiency, Customer Satisfaction
Specialization
Candidates must have at least 5 years of progressive hotel experience, or a combination of a degree and related experience, along with supervisory skills. Proficiency in Windows operating systems and the ability to work in high-pressure, fast-paced environments are required.
Experience Required
Minimum 2 year(s)
QMS & Shared Services, Supervisor at Resilience Texas LLC
Houston, Texas, United States - Full Time
Skills Needed
Quality Management Systems, Gmp Auditing, Change Control, Capa, Supplier Quality Management, Cell And Gene Therapies, Regulatory Compliance, Veeva Qms, Internal Auditing, Document Control, Risk Assessment, Rca, Fmea, Quality Training, Validation, Biotechnology
Specialization
Candidates must have a Bachelor's degree in Life Sciences or Engineering and at least 8 years of experience in Quality Assurance or GMP auditing. Proficiency in regulatory standards and experience with cell and gene therapies are essential.
Experience Required
Minimum 5 year(s)
Patient Services Representative at Eye Health America LLC
Florence, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Insurance Verification, Demographic Documentation, Authorization Collection, Referral Collection, Patient Check Out, Fee Processing, Appointment Scheduling, Account Monitoring, Payment Collection, Cash Drawer Balancing, Chart Accuracy Evaluation
Specialization
Candidates must possess a high school diploma or equivalent and maintain a valid and active Driver’s License with reliable transportation. Previous experience in eye care or a medical environment is considered a plus.
Patient Services Representative at Eye Health America LLC
Naples, Florida, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Professional Greeting, Time Management, Insurance Scanning, Data Entry, Demographic Information Entry, Authorization Collection, Referral Collection, Fee Collection, Payment Posting, Appointment Scheduling, Account Monitoring, Cash Drawer Balancing, Chart Verification, Signature Obtaining
Specialization
A high school diploma or equivalent is required for this role. Preference is given to candidates who possess at least one year of experience within an eye care setting or a general medical environment.
Patient Services Representative at Eye Health America LLC
Lehigh Acres, Florida, United States - Full Time
Skills Needed
Patient Registration, Insurance Verification, Data Entry, Appointment Scheduling, Cash Handling, Payment Processing, Customer Service, Medical Records Management, Communication, Attention To Detail
Specialization
Candidates must possess a high school diploma or equivalent. At least one year of experience in an eye care or medical environment is preferred.
Patient Services Representative at Eye Health America LLC
Anderson, South Carolina, United States - Full Time
Skills Needed
Patient Registration, Insurance Verification, Data Entry, Payment Collection, Appointment Scheduling, Customer Service, Cash Handling, Medical Records Management, Professional Communication, Multi Specialty Ophthalmology Support
Specialization
Candidates must have a high school diploma or equivalent. At least one year of experience in an eye care or medical environment is preferred.
Patient Services Representative at Eye Health America LLC
Cape Coral, Florida, United States - Full Time
Skills Needed
Patient Check In, Insurance Verification, Payment Collection, Scheduling, Demographic Data Entry, Cash Handling, Medical Record Management, Customer Service, Professional Communication, Referral Collection
Specialization
A high school diploma or equivalent is required for this position. Preference is given to candidates with at least one year of experience in eye care or a general medical environment.
Patient Services Representative at Eye Health America LLC
Bonita Springs, Florida, United States - Full Time
Skills Needed
Patient Registration, Insurance Verification, Data Entry, Payment Collection, Appointment Scheduling, Customer Service, Cash Handling, Medical Records Management, Communication, Professionalism
Specialization
Candidates must have a high school diploma or equivalent. At least one year of experience in an eye care or medical environment is preferred.
Patient Services Representative at Eye Health America LLC
Florence, South Carolina, United States - Full Time
Skills Needed
Patient Greeting, Insurance Verification, Document Scanning, Data Entry, Authorization Collection, Referral Management, Payment Processing, Appointment Scheduling, Cash Handling, Chart Auditing, Customer Service, Professional Communication
Specialization
Candidates must possess a high school diploma or equivalent and a valid driver's license with reliable transportation. Previous experience in an eye care or medical environment is considered a plus.
Patient Services Representative at Eye Health America LLC
Macon, Georgia, United States - Full Time
Skills Needed
Patient Registration, Insurance Verification, Data Entry, Payment Collection, Appointment Scheduling, Customer Service, Cash Handling, Medical Record Maintenance, Professional Communication, Office Administration
Specialization
Candidates must have a high school diploma or equivalent. At least one year of experience in an eye care or medical environment is preferred.
2026 Supervisor - Park Services at Six Flags Frontier LLC
Charlotte, North Carolina, United States - Full Time
Skills Needed
Supervision, Park Services, Hiring, Qualifications
Specialization
The job posting explicitly mentions 'HIRING REQ' for Qualifications, indicating specific requirements must be met for this temporary supervisor position. Further details on necessary qualifications are expected in the full job description.
Experience Required
Minimum 2 year(s)
Patient Services Representative at Eye Health America LLC
Lehigh Acres, Florida, United States - Full Time
Skills Needed
Patient Check In, Insurance Verification, Payment Collection, Scheduling, Demographic Data Entry, Cash Handling, Medical Record Management, Customer Service, Professional Communication, Referral Collection
Specialization
A high school diploma or equivalent is required for this position. Preference is given to candidates with at least one year of experience in a medical or eye care environment.
Patient Services Representative at Eye Health America LLC
Bradenton, Florida, United States - Full Time
Skills Needed
Patient Check In, Insurance Verification, Payment Collection, Scheduling, Demographic Data Entry, Cash Handling, Medical Record Management, Customer Service, Professional Communication
Specialization
A high school diploma or equivalent is required. Preference is given to candidates with at least one year of experience in eye care or a medical environment.
Patient Services Representative at Eye Health America LLC
Clinton, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Insurance Verification, Data Entry, Payment Processing, Appointment Scheduling, Cash Handling, Chart Evaluation
Specialization
Candidates must have a high school diploma or equivalent and a valid driver's license. At least one year of experience in eye care or a medical environment is preferred.
Patient Services Representative at Eye Health America LLC
Florence, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Insurance Verification, Payment Collection, Scheduling, Data Entry, Cash Handling, Medical Record Management, Customer Service, Patient Coordination
Specialization
Candidates must have a high school diploma or equivalent and a valid driver's license. Previous experience in eye care or a medical environment is preferred but not required.
Patient Services Representative at Eye Health America LLC
Columbus, Georgia, United States - Full Time
Skills Needed
Patient Check In, Insurance Verification, Payment Collection, Scheduling, Cash Handling, Demographic Data Entry, Medical Record Management, Customer Service
Specialization
A high school diploma or equivalent is required for this position. Preference is given to candidates with at least one year of experience in eye care or a general medical environment.
Patient Services Representative at Eye Health America LLC
Sarasota, Florida, United States - Full Time
Skills Needed
Patient Check In, Insurance Verification, Payment Collection, Scheduling, Data Entry, Cash Handling, Patient Coordination, Medical Record Management
Specialization
Candidates must possess a high school diploma or equivalent and a valid driver's license. Previous experience in eye care or a medical environment is preferred but not required.
Patient Services Representative at Eye Health America LLC
Easley, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Insurance Verification, Payment Collection, Scheduling, Demographic Data Entry, Cash Handling, Medical Record Management, Customer Service
Specialization
Candidates must possess a high school diploma or equivalent and a valid driver's license. Previous experience in eye care or a medical environment is preferred but not required.
Client Services Associate at LARSON FINANCIAL HOLDINGS, LLC
St. Louis, Missouri, United States -
Full Time

Start Date

Immediate

Expiry Date

16 Jun, 26

Salary

0.0

Posted On

18 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Organizational Skills, Accuracy, Client Service, Salesforce, Calendar Management, Recordkeeping, Compliance, Communication, Problem Solving, Attention To Detail, Microsoft Office, SharePoint, One Drive, Outlook, Confidentiality, Task Coordination

Industry

Financial Services

Description
Description At Larson Financial Group LLC, we are a goal-oriented organization driven by a warrior spirit mindset. We value discipline, accountability, attention to detail, and we lead with a servant leadership philosophy. As a key member of our team, your strong organizational skills and commitment to accuracy will play a vital role in maintaining the firm’s financial stability and continued growth. We are currently seeking a Client Service Associate – Financial Services in the St. Louis, MO area to support the client service operations of an Advisor’s practice. This is an excellent opportunity for someone looking to build a strong foundation with growth potential in financial services. In this role, you will have direct interaction with clients, helping to support them with reaching their financial goals by providing a high level of service and precision. Larson Financial Group offers a competitive annual base salary, potential for lucrative production and profit-sharing bonuses. Additionally, we offer a generous benefits & perks package designed to support you, and your family’s health, well-being, and long-term success. Responsibilities Serve as the primary contact for client service needs, ensuring clear, timely communication. Process new business and manage paperwork for investments, insurance, and alternative assets. Coordinate transfers, contributions, distributions, and premium payments across custodians and carriers. Maintain and track tasks, follow-ups, and plan milestones using Salesforce. Schedule and prepare for client meetings, including calendar management and pre-meeting materials. Gather and organize financial and insurance data to support planning and underwriting. Ensure accurate recordkeeping and support regulatory compliance in all workflows. Provide high-level support to advisors by anticipating needs and keeping client processes on track. Requirements Previous financial advisory services or similar experience required Ability to work with the Advisor and other support team members to accomplish a common goal Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines The client must be able to rely on the CSA for every financial need, whether it is finding the right answer or having it ready for them 2+ years of experience with Salesforce Proficiency with Microsoft Office including SharePoint, One Drive, Outlook, etc. Must be a self-starter and goal-oriented Four-year degree or equivalent work experience Knowledge of insurance/financial services industry Excellent verbal and written communication Service oriented attitude Ability to maintain confidentiality of information Ability to coordinate multiple tasks and priorities in a fast-paced environment High attention to detail Exceptional organization and problem solving Larson Financial Group, LLC offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical, Dental & Vision Insurance ER PD EAP, Long Term Disability & Life Insurance Voluntary Life & STD available Supplemental Insurance available Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities
Responsibilities
The Client Services Associate will serve as the primary contact for client service needs, managing communication, processing new business for investments and insurance, and coordinating various financial transactions. This role also involves maintaining records using Salesforce, scheduling meetings, and providing high-level support to advisors by anticipating needs.
Client Services Associate at LARSON FINANCIAL HOLDINGS, LLC
St. Louis, Missouri, United States - Full Time
Skills Needed
Organizational Skills, Accuracy, Client Service, Salesforce, Calendar Management, Recordkeeping, Compliance, Communication, Problem Solving, Attention To Detail, Microsoft Office, Sharepoint, One Drive, Outlook, Confidentiality, Task Coordination
Specialization
Candidates must have previous experience in financial advisory services or a similar field, along with at least two years of experience using Salesforce and proficiency in Microsoft Office tools. A four-year degree or equivalent work experience is required, alongside a self-starter mentality and excellent organizational and communication skills.
Experience Required
Minimum 2 year(s)
Resident Services Assistant at Woodlands Senior Living LLC
Cape Elizabeth, Maine, United States - Full Time
Skills Needed
Crma Certification, Resident Care Coordination, Medication Management, Clinical Software Data Entry, Physician Order Transcription, Appointment Scheduling, Pharmacy Order Management, Service Plan Implementation, Resident Status Monitoring, Communication Skills, Attention To Detail, Time Management
Specialization
Candidates must hold an active CRMA certification and be at least 18 years of age. Proof of specific immunizations and a valid driver's license are also required for the role.
Guest Services Manager at Avion Hospitality Employee Services LLC
Denver, Colorado, United States - Full Time
Skills Needed
Guest Services, Front Office Operations, Team Leadership, Staff Training, Revenue Management, Conflict Resolution, Cash Handling, Performance Appraisals, Hospitality Management, Communication, Problem Solving, Financial Reporting, Scheduling, Computer Proficiency, Customer Satisfaction
Specialization
Candidates must have at least 5 years of progressive hotel experience, or a combination of a degree and related experience, along with supervisory skills. Proficiency in Windows operating systems and the ability to work in high-pressure, fast-paced environments are required.
Experience Required
Minimum 2 year(s)
QMS & Shared Services, Supervisor at Resilience Texas LLC
Houston, Texas, United States - Full Time
Skills Needed
Quality Management Systems, Gmp Auditing, Change Control, Capa, Supplier Quality Management, Cell And Gene Therapies, Regulatory Compliance, Veeva Qms, Internal Auditing, Document Control, Risk Assessment, Rca, Fmea, Quality Training, Validation, Biotechnology
Specialization
Candidates must have a Bachelor's degree in Life Sciences or Engineering and at least 8 years of experience in Quality Assurance or GMP auditing. Proficiency in regulatory standards and experience with cell and gene therapies are essential.
Experience Required
Minimum 5 year(s)
Patient Services Representative at Eye Health America LLC
Florence, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Insurance Verification, Demographic Documentation, Authorization Collection, Referral Collection, Patient Check Out, Fee Processing, Appointment Scheduling, Account Monitoring, Payment Collection, Cash Drawer Balancing, Chart Accuracy Evaluation
Specialization
Candidates must possess a high school diploma or equivalent and maintain a valid and active Driver’s License with reliable transportation. Previous experience in eye care or a medical environment is considered a plus.
Patient Services Representative at Eye Health America LLC
Naples, Florida, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Professional Greeting, Time Management, Insurance Scanning, Data Entry, Demographic Information Entry, Authorization Collection, Referral Collection, Fee Collection, Payment Posting, Appointment Scheduling, Account Monitoring, Cash Drawer Balancing, Chart Verification, Signature Obtaining
Specialization
A high school diploma or equivalent is required for this role. Preference is given to candidates who possess at least one year of experience within an eye care setting or a general medical environment.
Patient Services Representative at Eye Health America LLC
Lehigh Acres, Florida, United States - Full Time
Skills Needed
Patient Registration, Insurance Verification, Data Entry, Appointment Scheduling, Cash Handling, Payment Processing, Customer Service, Medical Records Management, Communication, Attention To Detail
Specialization
Candidates must possess a high school diploma or equivalent. At least one year of experience in an eye care or medical environment is preferred.
Patient Services Representative at Eye Health America LLC
Anderson, South Carolina, United States - Full Time
Skills Needed
Patient Registration, Insurance Verification, Data Entry, Payment Collection, Appointment Scheduling, Customer Service, Cash Handling, Medical Records Management, Professional Communication, Multi Specialty Ophthalmology Support
Specialization
Candidates must have a high school diploma or equivalent. At least one year of experience in an eye care or medical environment is preferred.
Patient Services Representative at Eye Health America LLC
Cape Coral, Florida, United States - Full Time
Skills Needed
Patient Check In, Insurance Verification, Payment Collection, Scheduling, Demographic Data Entry, Cash Handling, Medical Record Management, Customer Service, Professional Communication, Referral Collection
Specialization
A high school diploma or equivalent is required for this position. Preference is given to candidates with at least one year of experience in eye care or a general medical environment.
Patient Services Representative at Eye Health America LLC
Bonita Springs, Florida, United States - Full Time
Skills Needed
Patient Registration, Insurance Verification, Data Entry, Payment Collection, Appointment Scheduling, Customer Service, Cash Handling, Medical Records Management, Communication, Professionalism
Specialization
Candidates must have a high school diploma or equivalent. At least one year of experience in an eye care or medical environment is preferred.
Patient Services Representative at Eye Health America LLC
Florence, South Carolina, United States - Full Time
Skills Needed
Patient Greeting, Insurance Verification, Document Scanning, Data Entry, Authorization Collection, Referral Management, Payment Processing, Appointment Scheduling, Cash Handling, Chart Auditing, Customer Service, Professional Communication
Specialization
Candidates must possess a high school diploma or equivalent and a valid driver's license with reliable transportation. Previous experience in an eye care or medical environment is considered a plus.
Patient Services Representative at Eye Health America LLC
Macon, Georgia, United States - Full Time
Skills Needed
Patient Registration, Insurance Verification, Data Entry, Payment Collection, Appointment Scheduling, Customer Service, Cash Handling, Medical Record Maintenance, Professional Communication, Office Administration
Specialization
Candidates must have a high school diploma or equivalent. At least one year of experience in an eye care or medical environment is preferred.
2026 Supervisor - Park Services at Six Flags Frontier LLC
Charlotte, North Carolina, United States - Full Time
Skills Needed
Supervision, Park Services, Hiring, Qualifications
Specialization
The job posting explicitly mentions 'HIRING REQ' for Qualifications, indicating specific requirements must be met for this temporary supervisor position. Further details on necessary qualifications are expected in the full job description.
Experience Required
Minimum 2 year(s)
Patient Services Representative at Eye Health America LLC
Lehigh Acres, Florida, United States - Full Time
Skills Needed
Patient Check In, Insurance Verification, Payment Collection, Scheduling, Demographic Data Entry, Cash Handling, Medical Record Management, Customer Service, Professional Communication, Referral Collection
Specialization
A high school diploma or equivalent is required for this position. Preference is given to candidates with at least one year of experience in a medical or eye care environment.
Patient Services Representative at Eye Health America LLC
Bradenton, Florida, United States - Full Time
Skills Needed
Patient Check In, Insurance Verification, Payment Collection, Scheduling, Demographic Data Entry, Cash Handling, Medical Record Management, Customer Service, Professional Communication
Specialization
A high school diploma or equivalent is required. Preference is given to candidates with at least one year of experience in eye care or a medical environment.
Patient Services Representative at Eye Health America LLC
Clinton, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Insurance Verification, Data Entry, Payment Processing, Appointment Scheduling, Cash Handling, Chart Evaluation
Specialization
Candidates must have a high school diploma or equivalent and a valid driver's license. At least one year of experience in eye care or a medical environment is preferred.
Patient Services Representative at Eye Health America LLC
Florence, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Insurance Verification, Payment Collection, Scheduling, Data Entry, Cash Handling, Medical Record Management, Customer Service, Patient Coordination
Specialization
Candidates must have a high school diploma or equivalent and a valid driver's license. Previous experience in eye care or a medical environment is preferred but not required.
Patient Services Representative at Eye Health America LLC
Columbus, Georgia, United States - Full Time
Skills Needed
Patient Check In, Insurance Verification, Payment Collection, Scheduling, Cash Handling, Demographic Data Entry, Medical Record Management, Customer Service
Specialization
A high school diploma or equivalent is required for this position. Preference is given to candidates with at least one year of experience in eye care or a general medical environment.
Patient Services Representative at Eye Health America LLC
Sarasota, Florida, United States - Full Time
Skills Needed
Patient Check In, Insurance Verification, Payment Collection, Scheduling, Data Entry, Cash Handling, Patient Coordination, Medical Record Management
Specialization
Candidates must possess a high school diploma or equivalent and a valid driver's license. Previous experience in eye care or a medical environment is preferred but not required.
Patient Services Representative at Eye Health America LLC
Easley, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Insurance Verification, Payment Collection, Scheduling, Demographic Data Entry, Cash Handling, Medical Record Management, Customer Service
Specialization
Candidates must possess a high school diploma or equivalent and a valid driver's license. Previous experience in eye care or a medical environment is preferred but not required.