This is a full-time, on-site role for an experienced service professional located in Bethesda, MD. The Client Service Associate will be responsible for answering inquiries, resolving issues, updating client accounts, maintaining documentation, money movement, report generation, coordinating schedules, and preparation of meeting materials. Experience in brokerage / wealth management industry is a must. Experience with Schwab or Fidelity is a plus....
Overview. The Client Service Associate is dedicated to upholding a high level of client engagement, confidentiality, and responsibility through providing operational support to a wealth management firm. The Client Service Associate will contribute to a pleasant work environment while ensuring organizational effectiveness is achieved. As part of the Munder Financial team, the Client Service Associate supports the philosophy, principles, and practi...
Part-Time Client Service Associate. Willoughby, OH. A successful, growth-oriented wealth management team affiliated with Stratos Wealth Partners and LPL Financial has an opportunity for a Client Service Associate in its Willoughby, Ohio office. This is a part-time role working Tuesday, Wednesday, and Thursday from 8 : 30am-4 : 30pm. This role offers a hybrid work schedule with 2 days in the Willoughby, OH office and 1 day remote. The team seeks a...
Job Details. Description. Job Title : Client Services Associate. Reports To. The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview. The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas : processing of inbound / outbound mail, distributing / delivering of mail, shipping and receiving...
Vivid is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an. entry-level. opening. NOT. in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer service team, there is a new opening for the expansion of the marketing campaign. Servicing our clients with a smile and...
Job Summary. The Private Bank Client Services Associate is responsible for providing Clients with high quality, prompt, and professional financial services and transactions support in accordance with the rules, regulations and guidelines of the bank. Processes a variety of Client service transactions, needs and support. Participates in the development of client relationships, across all products and services the bank offers and services as approp...
A well-established wealth management firm is in search of a Client Service Associate to support their financial advisory team at their brand new location in Washinton, DC. This important position plays a key role in enhancing the client experience at the firm by providing administrative and operational support to wealth advisors and delivering exceptional client service. You need to have 1 year of professional experience in a related industry, a ...
Summary. The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities. Support the daily administration of the Financial Advisor's business ...
Do you enjoy interacting with clients, organizing documents, and learning new things. If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client accounts. Primary Responsibilities. Serve as the main point of contact for assigned client relationships. Field client phone ca...
Client Service Associate / Social Media Associate Job Description. Requirements. Highly developed sense of integrity and commitment to customer satisfaction. Demonstrated passion for excellence with respect to treating and caring for. Ability to communicate clearly and professionally, both verbally and in writing. Has "thick skin" and is able to handle potential complaints and unpleasant customers. Has a pleasant, patient and friendly attitude. S...
We are currently seeking a positive, dynamic individual to join our team. This is a great opportunity for someone looking to change careers. Our Story. We are a well-respected Registered Investment Advisory (RIA) firm seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. This role is critical in providing exceptional administrative, billing, investment, and client support services. If you have a passion for fi...
Do you enjoy interacting with clients, organizing documents, and learning new things. If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client accounts. Primary Responsibilities. Serve as the main point of contact for assigned client relationships. Field client phone ca...
