The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities. Assist in client meeting preparation and follow-up including assembling requisite paperwork, report gen...
Job Description. Job Description. We are an independent financial planning firm in Bellaire, Texas. The successful candidate will be a highly motivated self-starter who is interested in making a difference in the lives of clients. We seek an individual willing to take initiative and seize opportunities to grow with the business. We seek an individual who can work full time in the office. We work primarily with people who are retired or who are re...
Financial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP® and located in Westport, Massachusetts. Our firm has the ability to deliver a broad range of financial services to help solve the needs of clients and help accomplish their goals. Summary. The Client Service Associate reports to the CERTIFIED FINANCIAL PLANNER™ and is critical to appropriately leveraging the Advisors’ time. This position...
The Administrative Assistant (AA)/Client Service Associate (CSA) will work closely with the Director of Operations, providing administrative support and assisting with various office tasks. With direction, the AA/CSA will assist the team in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems, providing customer service both in person and...
The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities. Supports Financial Advisor/Operations Director of a large book of business including handling all administrative functions for Financial Advisors and the firm. Regular client interaction i...
Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX. Job Title: Operations Associate. Job Type: Full-Time. Location: 2512 Horne Street, Suite 100, Fort Worth, TX 76107. Reports To: Operations Manager. Job Overview. Operations associates are responsible for handling a myriad of operations, customer service, and administration duties. The person that best fits this role is someone that can wor...
Summary. The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients. Essential Duties and Responsibilities. Develop new relationships and sales opportunities. Promote and cultivate firm reputation among referral sources and the community. Consult with clients on investment strategies based on individual financial and investment objectives. deliver advice and...
Summary: Financial Plan. ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities. Supports Lead Advisor of a large book of business including handling all adm...
