Client Associate
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to :
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
Administrative Assistant/Client Services Associate
Develop into a licensed Client Services Associate (CSA) with the option to continue advancing to Certified Financial Planner (CFP) to support Financial Advisors and clients at a strategic level. Qualifications – Administrative Assistant/Client Services Associate. Key Responsibilities – Administrativ...
Registered Client Service Associate (Chattanooga, TN)
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies. We expect our associates at all levels to:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes•...
Bilingual Client Experience Associate - Tennessee (Work from Home)
We are looking for a Client Experience Associate to join our team! Please see below for more information:. A Day in the Life of a Client Experience Associate. In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...
Entry Level Client Service Associate
We're seeking an Entry Level Client Service Associate to join our team and play a crucial role in fostering excitement about our clients' brands and products. Responsibilities: Provide exceptional face-to-face customer service, educating customers on the benefits of our clients' products. Coordinate...
Client Service Associate
In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. If you enjoy building strong relationships with clients, then look no further and apply today!. Join our t...
Bilingual Client Experience Associate Tennessee (Work from Home)
We are looking for a Client Experience Associate to join our team! Please see below for more information:. A Day in the Life of a Client Experience Associate. In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...
Client Experience Associate - Tennessee
We are looking for a Client Experience Associate to join our team! Please see below for more information:. A Day in the Life of a Client Experience Associate. In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...
Client Experience Associate Tennessee
We are looking for a Client Experience Associate to join our team! Please see below for more information:. A Day in the Life of a Client Experience Associate. In this role, you will be taking inbound calls and forwarding messages to our clients in a fast-paced environment. ...
Client Associate
We’re looking for a Client Associate to:. ...
Client Service Specialist-EBG- Russ Blakely & Associates
This belief continuously pushes us to ensure we provide our clients with the best solutions Trinity Benefit Advisors and Russ Blakely & Associates are committed to representing the clients' best interest, investing in the industry's best people, helping clients plan for the future and establishing p...