Top 20319 Client Services Administrator Jobs

Researcher - (Genealogy, Estate)
American Research Bureau —Salt Lake City, UT
- $70,000 - $90,000 a year
- Full-time
- Sales
- Basic math
- Research
- Health insurance
- Dental insurance
Quick Apply
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Managed Services Consultant - Life Sciences (Remote)
Veeva Systems —Remote
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Skybound Wealth Management —Cypress, CA
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My Painter & Exteriors —Remote
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Travel Operations Administrator
Traveling with Mchaila —Carolina, PR
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TruBlue Home Service Ally —Remote
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Learners Edge, LLC —Remote
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GSA Schedule Administrator (Remote)
BOOST LLC —Remote
- $75,000 - $95,000 a year
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- Mid-level
- 4 years
- Communication skills
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Customer Service Administrator
Software Technology Inc —Remote
- Remote
- 5 years
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Client Success Manager
Included Health —Remote
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- Full-time
- 5 years
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Learning Management Systems Administrator
Terrestris Global Solutions —Remote
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- 3 years
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Office Administrator
Jackson Lewis —Orange County, CA
- $130,000 - $150,000 a year
- Full-time
- Microsoft Excel
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Office Administrator - Minimum 10 Years Experience Required
Kokoro Tutoring —Remote
- $25 - $50 an hour
- Part-time
- Customer service
- Administrative experience
- High school diploma or GED
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Business Administrator
JEDA, LLC —Vienna, VA
- $30 - $40 an hour
- Full-time
- Mid-level
- Office
- Administrative experience
- Health insurance
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Client Service Administrator In-Person or Remote. Entry to Senior
HARVEST WEALTH GROUP —Remote
- $50,000 - $110,000 a year
- Full-time
- Hybrid work
- Background check
- 3 years
- Administrative experience
- Health insurance
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Systems Administrator
Damian Consulting —Irving, TX
- $118,685 a year
- Email
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- Mid-level
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PROVIDER AND CLIENT SERVICES REPRESENTATIVE
NORTH EAST MEDICAL SERVICES —Burlingame, CA
- $32.08 - $36.15 an hour
- Full-time
- Microsoft Outlook
- Word processing
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Researcher - (Genealogy, Estate)

American Research Bureau
Salt Lake City, UT

Quick Apply

Job Details

Full-time
$70,000 - $90,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Basic math
Research
Bachelor's degree
Problem-solving
Organizational skills

Full Job Description

Position Title: Researcher

Location: American Research Bureau Salt Lake City Office

Department: Research

Reports to: Regional Manager Schedule: Full-time

Compensation: $70,000.00 - $90,000.00 DOE

About American Research Bureau:

American Research Bureau (ARB) is a genealogy and probate research firm that specializes in identifying and locating legal heirs for unclaimed estates. We work closely with government agencies, courts, attorneys, trustees, and estate administrators to document family histories and ensure rightful inheritance distribution.

Headquartered in Salt Lake City, Utah, ARB leverages both an extensive physical research library and proprietary digital tools to handle complex cases around the world. Our firm has successfully connected tens of thousands of heirs with their rightful inheritances and continues to grow its capabilities in genealogical and estate research.

Position Summary:

The Researcher position at ARB entails the evaluation of new opportunities usually on a daily basis. First, it is determined if there are missing or unknown heirs and if the case presents a financial opportunity for ARB. Strong research and problem solving skills are needed to identify the lawful heirs. In addition, excellent communication skills are needed to engage the potential heirs as ARB clients. The ability to multi-task and prioritize work is essential in order to handle the expected case load.

Responsibilities:

Contact heirs, explain services, address inquiries, and highlight advantages of working with ARB
Evaluate and prioritize new and older cases based on potential inheritance values and competitive fee structures
Obtain as many contingency fee agreements as possible from eligible potential clients
Conduct genealogical research and direct outside genealogical research efforts
Ensure seamless handoff to case processing, communicating all pertinent facts and issues
Complete "clean up" research for signed cases, resolving outstanding questions and identifying necessary records for case processing
Utilize effective interview skills to gather comprehensive family information
Review estate value estimates and investigate real property for mortgages or ownership issues
Identify potential future Medicaid claims by researching guardianships and care history
Pay special attention to potential spouse/issue witnesses and family witnesses
Coordinate foreign research efforts by registering cases with key foreign correspondents and facilitating timely communication
Maintain thorough records of phone calls and research activities for future reference
Receive cases and evaluate their financial potential, prioritizing effectively among multiple assignments.
Utilize knowledge of applicable laws to accurately identify heirs and shares.
Identify and evaluate sources, as well as office support needs, while actively participating in skill training and evaluation initiatives.
Perform additional, related duties as needed

Qualifications:

Education:

Required: Bachelor’s Degree or equivalent work experience
Preferred: Bachelor’s or Master’s degree with a focus in genealogy, research, or evaluation

Experience:

Required: Minimum one year professional experience
Preferred: Three to five years of research or sales experience Competencies

Competencies:

Ability to navigate various genealogical resources
Tenacious and confident approach to research and communication, aiming to provide peace of mind to clients and connect them with rightful assets.
Strong organizational skills, particularly in managing research tasks and communicating with individuals over the phone.
Creativity in assessing case opportunities and planning methodologies to optimize financial outcomes for ARB.
Sense of urgency in completing short-term tasks while maintaining focus on long-term objectives, coupled with the ability to adapt to changing priorities.
Ability to develop high-quality plans and documentation, staying updated on complex laws and regulations relevant to each case.
Basic math skills, able to add and subtract, and perform simple division and multiplication
Strong customer service aptitude; able to build and maintain rapport, and work effectively cross-functionally and with external customers (e.g., clients/customers, dealers, vendors, contractors)
Able to work independently, with minimal supervision, and also work on a team
Excellent and accurate typing skills
Ethical and professional conduct, able to handle sensitive and proprietary information with discretion and confidentiality
Proficient in Google Suite products;
Ability to learn Linux-based proprietary software such as AIS

Other Duties:

Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this position. Duties, responsibilities, and activities may change at any time, with or without notice, at the full discretion of American Research Bureau leadership.

American Research Bureau is an equal employment opportunity (EEO) employer. We embrace diversity and cultivate a culture that is equitable and inclusive. We believe that the more diverse our talent and contributing perspectives, the better we can fulfill our mission and vision. Therefore, candidates and team members receive consideration based on essential experience and qualifications, regardless of race, color, religion, sex, sexual orientation, gender identity and/or expression, national origin, age, marital status, genetic information, disability, veteran status, or any other characteristic protected by federal, state, or local law.

Pay: $70,000.00 - $90,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

Client Services Administrator jobs

Researcher - (Genealogy, Estate)

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PROVIDER AND CLIENT SERVICES REPRESENTATIVE

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