The Client Service Administrator position with Osaic Wealth’s Innovative Wealth Team, will be responsible for serving, engaging, and retaining existing clients. You will be responsible for providing custom service to existing Innovative Wealth Team clients, including but not limited to answering client account questions, opening new accounts, placing trades, and updating existing accounts. The position will also act as the primary support for the...
Summary. This position provides administrative support to Cornerstone Financial Advisors. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, providing client support, meeting support to advisors, compliance review, utilizing Thrivent Financial computer systems and programs in support of client rel...
Summary. This position provides administrative support to Cornerstone Financial Advisors. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, providing client support, meeting support to advisors, compliance review, utilizing Thrivent Financial computer systems and programs in support of client rel...
Current Employees and Contractors Apply Here Osaic Careers Client Service Administrator The Client Service Administrator position with Osaic Wealth’s Innovative Wealth Team, will be responsible for serving, engaging, and retaining existing clients. You will be responsible for providing custom service to existing Innovative Wealth Team clients, including but not limited to answering client account questions, opening new accounts, placing trades, a...
Position Overview. Are you supportive, optimistic, quick-paced and detail-oriented. If so, this position is for you. Oracle Financial Solutions is a comprehensive financial planning and wealth management firm dedicated to helping clients live confident, well-planned financial lives. The Client Service Administrator plays a key role in ensuring smooth office operations, delivering a polished first impression, and providing dependable administrativ...
Specializes in client service and client facing to ensure the maintenance of an efficient, organized office that allows the Wealth Management Advisor to focus his/her energy on building client relationships. Liaison between the home office, Wealth Management Advisor, network office support team and clients. SUPPORT. Handle case notes, process correspondence and maintain client CRM case files. File new statements, account forms, and other insu...
Specializes in client service and client facing to ensure the maintenance of an efficient, organized office that allows the Wealth Management Advisor to focus his/her energy on building client relationships. Liaison between the home office, Wealth Management Advisor, network office support team and clients. SUPPORT. Handle case notes, process correspondence and maintain client CRM case files. File new statements, account forms, and other insu...
For this U.S. based position, the expected compensation range is $80,640- $120,960 per year, which includes base pay and short-term incentive. The compensation range for this full-time position applies to candidates located within the United States. Our salary ranges are determined by reviewing roles of similar responsibility and level. Within the salary range, individual pay is determined by several factors including performance, knowledge, jo...
Taylor & Associates CPAs LLC is an accounting firm with offices in Ripon and Markesan. We provide services such as accounting, taxes, bookkeeping, payroll, and succession planning to all area communities. We are seeking a Client Service Administrator to join our team in Ripon. The ideal candidate will have a warm, engaging, and professional demeanor. You need to be well organized, a strong initiator, have strong communication skills, capable of w...
