The Client Service Associate provides full support to one or more Financial Advisors and will primarily manage the preparation and closure of client meetings. Those responsibilities include data collection for financial planning, investment analysis and operations, trade execution, investment account maintenance, risk management implementation & service, note-taking, and drafting client communication. This position will allow the associate to get...
The Client Service Associate serves as the expert when taking in and delivering client repairs, interacting with customers to explain the repair process, and working hand-in-hand with sales professionals, introducing them to service clients who may be interested in making an additional purchase while in the store. The Client Service Associate must actively listen with compassion and speak with authority to both understand client needs and convey ...
Summary. Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, ma...
Summary. Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, ma...
We are ready to launch you into a new career. The business has been thriving, and we are looking to invest in top talent to keep up with our growth. This position is essential to our business as you’ll be creating and maintaining strong relationships with our new and current customers. We’ll get you fully trained to take on the needs of our customers and provide them with the best experience insurance has to offer. All we need from you is dedicat...
Req ID: 74424. Location: Overland Park -OVPK. Areas of Interest: Investment Management. Administrative. Lending. Pay Transparency Salary Range: Not Available. BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years...
Intro. We believe that every candidate brings something special to the table, including you. So, even if you feel that you’re close but not an exact match, we encourage you to apply. We’d be thrilled to receive applications from exceptional individuals like yourself. . Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentl...
. Client Service. Associate. Client Service Shared Support Team. . At Edelman Financial Engines, we believe everyone deserves to move their financial life forward. We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion. integrity. and invention. We uphold that same standard ...
. Client Service Associate. . At Edelman Financial Engines, we believe everyone deserves to move their financial life forward. We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion. integrity. and invention. We uphold that same standard of respect and dedication for clients...
Client Service Associate. . 2304007. Description. Job Summary. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advis...
We are ready to launch you into a new career. The business has been thriving, and we are looking to invest in top talent to keep up with our growth. This position is essential to our business as you’ll be creating and maintaining strong relationships with our new and current customers. We’ll get you fully trained to take on the needs of our customers and provide them with the best experience insurance has to offer. All we need from you is dedicat...
Description. At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals. Prosperity- An EisnerAmper Company is see...
