4952 client services associate jobs found

Job Description Client Services Associate (Voorhees, NJ) Milestone Wealth Management, LLC is seeking a motivated and team-oriented individual to join our energetic financial planning group. This position has the potential to be part of a multi-level career path, which is contingent upon industry licensure and certification. The role will require on-site work in our Voorhees, NJ location. The primary role of the Client Services Associate is to ensure that our clients receive prompt and professional service along with effective problem resolution. Provide administrative and clerical support to financial representative(s). This position requires excellent customer service and problem-solving skills so information may be communicated to the Financial Professionals and clients in an efficient and professional manner. Also requires strong organizational skills and attention to detail. Responsibilities: * Main point of contact for clients for their service needs including, but not...

Job Description Gerber Kawasaki is one of the fastest growing and most influential Independent Wealth and Investment Management firms in the country. We are searching for a Client Services Associate to provide outstanding support and the finest attention to detail to our client services department. This is a unique opportunity for the right candidate to grow, joining our diverse, well-established and growing company. Salary is commensurate with experience in the $60-68K base range alongside other competitive benefits and bonuses. This role is 100% in office 5 days/week, 8am-5pm. Primary Duties and Responsibilities : · Minimum 1-year relevant work experience in financial services · Serves as a trusted advocate for our Financial Advisors and partners with them to meet the needs of our clients · Own client onboarding and ongoing lifecycle related activities ( new account opening, account maintenance, disbursements, etc .) · Responding to requests for assistance from advisors as...

Job Description Join TBK Bank! At TBK Bank, we're a team of passionate, driven, collaborative, solutions minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK stands for helping the people and business in our communities succeed. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary: As a Client Services Associate (part-time), you'll have the opportunity to build professional relationships and provide an exceptional client experience. You will use your knowledge and skills to help clients meet their financial goals through daily transactions and quality referrals to other departments within the bank. Major responsibilities will include: * Providing prompt and accurate teller transactions, in...

Job Description Join TBK Bank! At TBK Bank, we're a team of passionate, driven, collaborative, solutions minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK stands for helping the people and business in our communities succeed. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary: As a Client Services Associate, you'll have the opportunity to build professional relationships and provide an exceptional client experience. You will use your knowledge and skills to help clients meet their financial goals through daily transactions and quality referrals to other departments within the bank. Major responsibilities will include: * Providing prompt and accurate teller transactions, in accordance with...

Job Description Join TBK Bank! At TBK Bank, we're a team of passionate, driven, collaborative, solutions minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK stands for helping the people and business in our communities succeed. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary: As a Client Services Associate, you'll have the opportunity to build professional relationships and provide an exceptional client experience. You will use your knowledge and skills to help clients meet their financial goals through daily transactions and quality referrals to other departments within the bank. Major responsibilities will include: * Providing prompt and accurate teller transactions, in accordance with...

Job Description Join TBK Bank! At TBK Bank, we're a team of passionate, driven, collaborative, solutions minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK stands for helping the people and business in our communities succeed. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary: As a Client Services Associate, you'll have the opportunity to build professional relationships and provide an exceptional client experience. You will use your knowledge and skills to help clients meet their financial goals through daily transactions and quality referrals to other departments within the bank. Major responsibilities will include: * Providing prompt and accurate teller transactions, in accordance with...

Job Description Join TBK Bank! At TBK Bank, we're a team of passionate, driven, collaborative, solutions minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK stands for helping the people and business in our communities succeed. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary: As a Client Services Associate (part-time), you'll have the opportunity to build professional relationships and provide an exceptional client experience. You will use your knowledge and skills to help clients meet their financial goals through daily transactions and quality referrals to other departments within the bank. Major responsibilities will include: * Providing prompt and accurate teller transactions, in...

Job Description Join TBK Bank! At TBK Bank, we're a team of passionate, driven, collaborative, solutions minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK stands for helping the people and business in our communities succeed. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. **This position is eligible for a $1,500 signing bonus! Submit your application today to learn more.** Position Summary: As a Client Services Associate, you'll have the opportunity to build professional relationships and provide an exceptional client experience. You will use your knowledge and skills to help clients meet their financial goals through daily transactions and quality referrals to other departments within the bank. Major...

Job Description Our well-known Not for Profit client is looking to hire on a Temp to Hire basis a Accounting and Client Services Associate. They are looking for individuals with up to 5 years of experience in Accounting and have strong Administrative skills. Responsibilities will include Accounts Payable, be involved with annual financial audits , various reports and statements and various administrative functions. Strong Excel skills are requires and client will train on customized software that is used(SalesForce). This is a Hybrid position, 2 days in office/3 days home. Hours are 9am-4:30pm. EEOC statement: "All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran." * * Benefits: * Health insurance * Health savings account * Dental insurance * Vision insurance * Flexible spending accounts * Life insurance * Retirement plan

Job Description Our client who manufactures commercial products for printing and packaging is seeking a Client Service Associate to join their team at their Niles, IL location! This is a direct-hire role with a company that is a super-stable player in what they do and has a very cool product line. They make packaging and other printed materials for high-end luxury brands, and have tons of opportunities for growth within the organization! About the role: The Client Services Associate will be focused on customers and interacting with customers to listen, understand the application, and deliver feedback on how the company can help support their needs. This is somewhat of a middle ground between sales and the project management team. In some industries, this will be referred to as Applications, but in the printing world, it's more standard to see this as Client Services. The Client Services team will start with the client to qualify a need, get the details and prep work in place for a...

Job Description Johnson & White Wealth Management serves a diverse investment and financial planning clientele across the country. We assist our clients in rigorously managing their wealth through a very disciplined process of ALIGNMENT. Our success depends on the success of our clients. Underpinning all that we do is trust, driven by our client-first attitude and consistency. Johnson and White operates as an ensemble, each of us working together for the well-being of the people we serve and with whom we work. We are looking for a candidate to be at the very center of our client experience. This position interacts throughout the day with clients, addressing their needs while always nurturing their relationship with our team. Duties and Responsibilities This position ensures that every client's interaction with our Team is nothing less than exceptional. This involves administrative duties such as answering the phones, preparing correspondence, facilitating transactions,...

Job Description Join TBK Bank! At TBK Bank, we're a team of passionate, driven, collaborative, solutions minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK stands for helping the people and business in our communities succeed. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary: Responsible for providing prompt and accurate financial transactions in accordance with the Bank's policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm. ESSENTIAL DUTIES & RESPONSIBILITIES * Profiles new and existing customers to better serve...

Job Description Client Services Associate (Financial Services) Delta Dallas is excited to partner with a boutique Wealth Management firm in their search for a Client Service Associate to join their team. This Dallas-based firm specializes in portfolio management for Ultra-High Networth clients and has experienced rapid growth, leading to this new opening. As the right candidate, you'll embody a high-level of professionalism, a proactive nature, and a passion for serving others. This is an excellent opportunity to build a career in wealth management and collaborate with seasoned professionals boasting 25+ years of industry experience. Your responsibilities will include: * Direct communication with clients * Contacting two primary custodians * Managing the onboarding process for new clients and opening new accounts * Facilitating money movements and executing wire transfers * Conducting account reconciliations * Preparing financial reports such as Quarterly reviews, cash flow...

Job Description The Associate Director of Client Services on Century Group's Interim and Project Services practice is responsible for developing and maintaining long-term relationships with area business leaders. This role is crucial to expanding new and existing client opportunities -- demanding detailed oriented professionals who thrive in a results-driven, fast-paced and collaborative environment. Ideal candidates excel in high-volume cold-calling, generating business leads, and possess a positive attitude and motivation for success. We offer an excellent compensation package, including a competitive base salary and generous incentive plan based on candidate's experience and performance. Total compensation will range from $70,000 to $350,000. RESPONSIBILITIES: * Work with clients to identify future projects geared toward completing key assignments and executing interim roles in accounting and finance * Develop and cultivate specific target accounts within designated...

Job Description Our Walnut Creek office is currently hiring an Associate Director of Client Services, responsible for developing and maintaining long-term relationships with area business leaders. This role is crucial to expanding new and existing client opportunities -- demanding detailed-oriented professionals who thrive in a results-driven, fast-paced and collaborative environment. Ideal candidates excel in high-volume cold-calling, generating business leads, and possess a positive attitude and motivation for success. We offer an excellent compensation package, including a competitive base salary and generous incentive plan based on candidate's experience and performance. Total compensation will range from $70,000 to $350,000. RESPONSIBILITIES: * Develop new and existing regional clients * Work with clients to identify their current and future projects and interim roles within accounting and finance * Partner with Associate Recruiting team and use critical thinking to staff...

Job Description The Associate Director of Client Services on Century Group's Interim and Project Services practice is responsible for developing and maintaining long-term relationships with area business leaders. This role is crucial to expanding new and existing client opportunities -- demanding detailed oriented professionals who thrive in a results-driven, fast-paced and collaborative environment. Ideal candidates excel in high-volume cold-calling, generating business leads, and possess a positive attitude and motivation for success. We offer an excellent compensation package, including a competitive base salary and generous incentive plan based on candidate's experience and performance. Total compensation will range from $120,000 to $400,000 RESPONSIBILITIES: * Work with clients to identify future projects geared toward completing key assignments and executing interim roles in accounting and finance * Develop and cultivate specific target accounts within designated...

Job Description Do you thrive on planning & closure in a high volume & multi-tasking environment? Can you adjust and re-prioritize to assure that clients' and financial advisor's requests are completed within deadlines? Do you want to give more of your client service skills and abilities than you are currently doing? Do you want opportunities to learn more, grow more and contribute more? Roseville Wealth Management Group is looking for an accomplished Client Service Associate who wants to make an impact through their work. Partner with top-producing Financial Advisors (FAs) who truly value the critical role a CSA plays in serving clients and growing the business. Utilize all your Client Service Skills with a firm awarded Forbes Best-in-State Wealth Management Teams, 2023 and Ameriprise Client Experience Award, 2020-2022. A great Client Service Associate candidate will have a minimum of 3 years applicable experience and: * Has an eye for detail and passion for taking...

Job Description Charleston Retirement Planning is looking for the next Client Service Associate (CSA) , a career-oriented, entry-level position, intentionally designed to help you start building your career in financial services with us. You will work with our lead Financial Advisor to provide service support for the team and the clients. From day one, you'll receive training from our team of seasoned specialists here at Charleston Retirement Planning, including hands-on practice, personalized coaching, and dedicated support throughout your onboarding experience. This role is an instrumental component of the advisory team. The CSA builds strong and lasting relationships with clients and is often the most frequent point of contact on the advisory team. In the CSA role, you will: ● Build your leadership skills through client interactions, documentation, and follow-up ● Have the opportunity to maintain or gain industry licenses and registration ● Work with highly affluent clients,...

Job Description The Opportunity: This is a tremendous opportunity to join Quest Capital & Risk Management, Inc. Quest Capital is a client focused and fee only wealth management practice, albeit one specializing in all aspects of Retirement Income Planning. As an Investment Advisor Representative, we are a highly trained professional team with over two decades of experience in the financial services industry. The Wealth Management Client Service Associate reports to the President and is a key member of our service team. This is an opportunity to work alongside experienced professionals and learn all aspects of client service inside of a wealth management practice. This is a client facing position providing administrative support. The ideal candidate has a genuine desire to grow into an ever-evolving role, enjoys challenges, and is curious and resourceful. Job Responsibilities: * Review, prepare, and submit new business applications & existing business. * Follow up with...

Job Description Do you get energized working in a fast-paced, structured team environment? Are you enthusiastic about organizing and coordinating details to ensure everything runs smoothly? Then the Client Service Associate position at Applied Financial Concepts, Inc. could be for you. We are looking for a candidate that conducts themselves in a professional manner, is a strong team player, quick to learn and computer savvy. You will be a critical member of a growing team that is committed to excellence and putting the client's interest ahead of their own. Since 1982, Applied Financial Concepts has been offering objective advice to clients by taking the time to understand their situation and how different financial products and methods could best promote the unique goals of each individual or business that we work with. One of the driving philosophies behind our firm is the idea that "We start together, and We finish together" which is a belief that good planning is done best...