Client service associate Jobs in Jacksonville, FL
Last updated: 1 day ago
Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the...Show moreLast updated: 1 day ago
Client Service SupportJob Number : 25-03595 Help drive change! ECLARO is looking for a Client Service Support for our client in Jacksonville, FL.
ECLARO’s client is a leading global bank stimulating ...Show moreLast updated: 1 day ago
At Johns Hopkins All Children's Hospital, we offer an excellent Benefits Package, to include : .Paid Time Off (PTO) and company paid holidays.
Opportunities for career development.Employee Discount Pr...Show moreLast updated: 1 day ago
Must be fluent in reading, writing, and speaking English.Requires willingness to work flexible schedule, including evenings and weekend hours.
Prefer six months of experience in a retail environment...Show moreLast updated: 1 day ago
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis.Through regular inte...Show moreLast updated: 1 day ago
The Client Service Coordinator (CSC) drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), e...Show moreLast updated: 1 day ago
At BNY, our culture empowers you to grow and succeed.As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible asset...Show moreLast updated: 1 day ago
Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal goals.In 2020, we tr...Show moreLast updated: 3 days ago
Southeastern Grocers is committed to a culture of belonging and fostering an inclusive environment where we celebrate differences.
As a great place to work, we empower everyone to be their full, aut...Show moreLast updated: 1 day ago
A company is looking for a Client Enrollment Associate.Key ResponsibilitiesAssist the Client Manager with mid-large strategic client relationships and requestsCollaborate on RFPs, client renewals, ...Show moreLast updated: 1 day ago
Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the...Show moreLast updated: 4 days ago
Southeastern Grocers is committed to a culture of belonging and fostering an inclusive environment where we celebrate differences.
As a great place to work, we empower everyone to be their full, aut...Show moreLast updated: 1 day ago
REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...Show moreLast updated: 30+ days ago
Customer service functions, including : greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Scheduling and confirming appointments.Placing outbound calls for fo...Show moreLast updated: 30+ days ago
- Promoted
Registered Client Service Associate - Jacksonville, FL
Raymond James Financial, Inc.Jacksonville, FL, USFull-time
- Promoted
Operations - Client Service Support Client Service Support
ECLAROJacksonville, Florida, USFull-time
- Promoted
FOOD SERVICE ASSOCIATE
Johns Hopkins MedicineFL, United StatesFull-time
- Promoted
CUSTOMER SERVICE ASSOCIATE
WalgreensFL, United States$15.00–$17.50 hourly
Full-time
- Promoted
REGISTERED CLIENT SERVICE ASSOCIATE
Morgan StanleyFL, United StatesFull-time
- Promoted
CLIENT SERVICE COORDINATOR - 000295
Banfield Pet HospitalFL, United StatesFull-time
- Promoted
VICE PRESIDENT, CLIENT SERVICE II
The Bank of New York MellonFL, United States$81,000.00–$179,000.00 yearly
Full-time
- Promoted
Work From Home - Client Services Associate
Global Elite TexasJacksonville, FL, USRemote
Full-time
- Promoted
CUSTOMER SERVICE ASSOCIATE
Southeastern GrocersFL, United StatesFull-time
Client Service Associate
Raymond JamesKey West, FL Client Service Associate-2402596.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 Cli...Show moreLast updated: 30+ days ago
- Promoted
Client Enrollment Associate
VirtualVocationsJacksonville, Florida, United StatesFull-time
- Promoted
Registered Client Service Associate - Jacksonville, FL
Raymond James Financial ServicesJacksonville, FL, United StatesFull-time
- Promoted
Meat Associate
Harveys Retail StoresJacksonville, FL, United StatesFull-time
- Promoted
Client Service Associate
GrahamJacksonville, FLQuick Apply
Client Service Representative
VCAJacksonville, FLPart-time
Client Service Manager
GallagherJacksonville, Florida We are seeking a Client Service Manager to join our growing team who can deliver exceptional customer service! Are you interested in helping a range of clients through issues that vary from relativ...Show moreLast updated: 30+ days ago
Registered Client Service Associate - Jacksonville, FL
Raymond James Financial, Inc.Jacksonville, FL, US1 day ago
Job type
- Full-time
Job descriptionCompany's working structure, policies, mission, and strategies. Managed account platforms. General office practices, procedures, and methods. Investment concepts, practices and procedures used in the securities industry. Financial markets, products and industry regulations. Trading terminology. Client Relationship Management (CRM) software, or similar contact management software. Goal planning software. Excel, including developing spreadsheets as needed and for ongoing reporting. Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Analyze and research account information. Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Identify time sensitive items and assess competing priorities. Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. Handle stressful situations and provide a high level of customer service in a calm and professional manner. Analyze problems and establish solutions in a fast paced environment. Use mathematics sufficient to process account and transaction information. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. Work both independently and as part of a cohesive team. Provide a high level of customer service. Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm
Job Description
Responsibilities :
- Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
- Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
- Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
- Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
- Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
- Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
- Reviews, assesses and responds to all corporate action items and client account alerts.
- Prepares financial reports, spreadsheets and other materials for client meetings.
- Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
- Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
- Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
- Actively engages in available training / cross-training and educational and / or professional development opportunities to remain current on firm and industry policies and procedures.
- Performs other duties and responsibilities as assigned.
Skills :
Education
High School (HS) (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 7_GS - Gen Sec Rep - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to :
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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