The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office.
• Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office.
• Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation.
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available.
• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
• Maintain CRM database; define and ensure adherence to appropriate client service models.
• Manage multiple and competing priorities daily in pursuit of business objectives.
• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages.
• Other duties as assigned.
• This is a Full Time position in the office
• Basic computer skills (Outlook, Word, Excel. Adobe)
• Strong administrative and time management skills with superior attention to detail.
• Able to work independently and effectively manage multiple tasks at once.
• Excellent communication skills, both verbally and in writing.
• CRM knowledge a plus.
• The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
• High School Diploma or Associate's degree required
• Previous experience in financial services a plus
Client Service Associate - Symphony Wealth Group • Plano, TX, US
This is an in office position Monday - Friday.Responsible for the general servicing and support of the Financial Advisors.This includes administrative and operational support, business development ... Show more
Senior Associate - Financial Advisory.Experience a 45X+ award-winning culture!.Work-life integration: We encourage our team to balance work with personal life.Growth and development: We offer conti... Show more
Baker Tilly Accounting Position.Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.New York, L... Show more
Founded in 1973, O'Neil Digital Solutions (ODS) is a leading IT consulting firm specializing in the optimization of complex end-to-end business process systems for a multitude of business verticals... Show more
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more
Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience.The Client Service Associ... Show more
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Farther's founders are leaders and in... Show more
At TJX Companies, every day brings new opportunities for growth, exploration, and achievement.You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your... Show more
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact.Backed by New Mountain Capital... Show more
The Associate Client Advocate is the backbone of our account management teams, ensuring seamless service delivery and exceeding client expectations.This role involves both client-facing responsibil... Show more
Experience a 45X+ Award-Winning Culture!.Work-life integration: We encourage our team to balance work with personal life.Growth and development: We offer continuous learning opportunities, includin... Show more
This is an in office position Monday - Friday.Responsible for the general servicing and support of the Financial Advisors.This includes administrative and operational support, business development ... Show more
Client Treasury Senior Associate.Reporting to one of the managers, this position will assist in the day-to-day operations of the accounting department and prepare fund-level financial statements.Pr... Show more
Senior Associate, Transaction Advisory Services.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 y... Show more
RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scali... Show more
Visa Sponsorship Not Available.Applications and resumes are accepted only through our careers site by directly applying to the posted job.We do not accept unsolicited resumes or sales solicitations... Show more
Senior Financial Planning Associate.We're seeking a detail-oriented and client-focused professional to join our growing wealth management team.In this role, you'll play a key part in delivering hig... Show more
Title:</b> Associate, Transaction Advisory Services (FDD)</p> <p><b>Employment Type: </b>Full-time | Permanent</p> <p><b>Location: </b>Dalla... Show more
