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Job Overview Under general supervision, the Client Service Associate is responsible for overseeing all aspects of client services…+ year experience in the Financial Industry and/or client service and operations 4. …

Description Job Summary: Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service…May service less active accounts. …Researches client and security information through the back office…

Description Job Summary: Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service…May service less active accounts. …Researches client and security information through the back office…

Provide timely follow up and on-going communication to advisors and clients that exceeds client expectations and demonstrates exceptional service…Job Summary The candidate will work in a client-focused environment assisting advisors in servicing the needs of high net worth clients…

Catawba Hospital has an exciting opportunity for full-time Environmental Service Associate professionals interested in providing cleaning services to patient areas and offices… Days Family and Personal time off Community Service Hours Paid Short Term & Long…

Responsibilities Common goals, uncommon potential As a Client Service Associate, ideal candidates will act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle…What you'll do as a Client Service Associate: Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events…

The role of Client Service Associate is part of the Client Service/Operations team. …This role primarily is responsible for servicing daily business and service requests that flow into the Service…The Client Service Associate is responsible for working with Affiliated offices, various custodians and vendors to ensure the requests are processed as efficiently as possible…

The Senior Accounting Services Associate will assist with the provision of outsourced controllership, bookkeeping, QuickBooks consulting, reconciling balance sheet accounts, preparation of sales… and use tax returns, 1099s, and payroll reporting services for clients. …The position may involve periodic local travel to client offices…

Archford Capital Strategies, LLC is seeking a dynamic individual with a diverse set of skills to fill the Client Service Associate role…The Client Service Associate role is responsible for the proactive management of their client relationships and providing exceptional customer service…

We are currently seeking a full-time Client Service Associate. … *Meeting follow up and tracking *RMD calculation and distribution *Client service requests *Processing client journals, ACH transfers, and distributions *Check processing…

We are looking for a Client Service Associate that is an enthusiastic, quirky, articulate self-starter…Enjoys providing exemplary, energetic service and plays a central role in enhancing the client experience…

The firm's focus is on providing disciplined wealth management solutions and related services. …As a Client Services Associate, you will be responsible…Dunham is a thought leader in the financial services industry. …The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth…

/ Position Summary The Account Manager is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts…Job Qualifications At least 3 years client service experience with voluntary and/or worksite benefits…

Overview: Group O is looking for a Client Services Representative to join our team…The Client Services Representative is responsible for setting up orders, providing order status updates and monitoring order completion. …

Client contact, customer service, and clerical support…Education: Associate (Preferred) Experience: Microsoft Office: 1 year (Preferred) Customer Service: 1 year (Preferred) Work Location: One location Work Remotely: No…

Customer Service Associate, any Supervisory level staff or the Assistant Manager, as needed…Deliver Fanatic Customer Service…

**Must be able to work 15 hours per week** Position Summary: This position is empowered to serve our clients and exceed their expectations through service delivery excellence. …A Service Associate… is primarily responsible for client service and support by handling financial transactions for lobby…

Must be able to work independently and have great customer service skills and most of all be a team player…

Cassaday & Company Inc., a top wealth management firm in the country and Virginia’s #1 financial advisor, is seeking an experienced Senior Client Service Associate… they're getting from the company’s services. …The Senior Client Service Associate works cross-departmentally to ensure client expectations are met…

/repetitive to complex/challenging · Strong organizational and multi-tasking abilities to prioritize and manage numerous projects with different client service teams/individuals… · Prior experience in a Client Services role Excellent Benefits Include: · Competitive salary with individual and team-based bonus potential · 401(k…

Due to our continued growth and firm success, we are looking to partner with an experienced Client Service Specialist to become a key member of our team…This position is ideal for someone with 5 years or more of client service experience, and who wants to work with an industry leader…

Job Description Jensen & Associates, a Private Wealth Advisory practice of Ameriprise Financial, is hiring a Client Service Specialist to join our team…A Client Service Specialist with our practice will consistently follow high standards of professional ethics…

The Client Services Manager position is the main contact to ensure orders…Company Description Perfetti Access Strategies is a sales and marketing agency, providing strategic guidance, sales services, analytics, retail activation, and digital marketing to consumer goods brands…

Registered Client Service Associate Job Description Utilize systems & turnkey tools to assist financial advisors in servicing clients by gathering & analyzing client data, help prepare financial plans…Experience working in a client service environment. …

We are adding highly motivated and energetic Client Services Representatives to our team and seeking experienced individuals to train and transition into managerial roles…Our Client Services Representatives help our company thrive and grow by helping us to maintain and improve customer relations in this ever-evolving…

We’re looking for a Senior Registered Client Service Associate to: have preferably a Series 7 and Series 66 (63/65…. maintain CRM with up-to-date client information, tasks and detailed notes. educate clients on account services…

Senior Client Service Associate “SCSA” duties: Partner with Founder / Operation Manager regarding HR duties; recruiting staff and maintain office policies…®) composites Supervising, monitor and evaluate Client Service Associate(s). …Assign and monitor Client Service Associate(s…

Awesome Life Group has an exciting opportunity for a Client Services Representative who is passionate about customer service and helping others improve their lives by ensuring they have a fair credit…By educating and assisting each client on their individual credit needs, our Client Services Representatives are making a difference in people’s lives each day…