Talent.com
New Jersey Licensed Client Service Associate
New Jersey Licensed Client Service AssociateVirtualVocations • Saint Petersburg, Florida, United States
New Jersey Licensed Client Service Associate

New Jersey Licensed Client Service Associate

VirtualVocations • Saint Petersburg, Florida, United States
2 days ago
Job type
  • Full-time
Job description

A company is looking for a Client Service Associate to join a fast-paced team in the financial services sector.

Key Responsibilities

Prepare client meeting agendas, gather client data, and prepare reports

Attend and take notes during client meetings, documenting and tracking tasks

Maintain records in CRM and portfolio management software while providing support to advisors and clients

Required Qualifications

1-3 years of experience in financial planning / investment management

Experience with Money Guide Pro / eMoney and / or Redtail CRM is a plus

Willingness to obtain Series 7 and Life & Health licenses

Client Service Plus work style

Detail-oriented with the ability to manage time and tasks effectively

Create a job alert for this search

Client Service Associate • Saint Petersburg, Florida, United States

Related jobs
Sr. Dir Client Relations

Sr. Dir Client Relations

Hays Recruitment • Tampa, FL, US
Full-time
At Hays, we believe in being lifelong partners - to our people as well as our customers.With over 50 years of business success, we have a reputation as the world leader in specialist recruitment an...Show more
Last updated: 20 days ago • Promoted
WM Affluent Associate - Tampa, FL

WM Affluent Associate - Tampa, FL

U.S. Bancorp • Tampa, FL, US
Full-time
Provides sales, processing, operational, administrative and customer service support to Financial Advisors of U.Performs administrative support duties to assist Financial Advisors such as : making a...Show more
Last updated: 9 days ago • Promoted
Civil Litigation Associate

Civil Litigation Associate

Breeze Unlimited • Tampa, FL, US
Full-time
Our client, a nationally recognized and highly regarded law firm, is seeking a.Mid-Level Civil Litigation Associate.This is an excellent opportunity for a driven attorney with 2 to 4 years of post-...Show more
Last updated: 30+ days ago • Promoted
Underwriting Service Associate - Lightspeed

Underwriting Service Associate - Lightspeed

Safepoint MGA, LLC • Tampa, FL, US
Full-time
Quick Apply
Join a dynamic team as an Underwriting Service Associate and make an impact in the fast-paced world of insurance!.We’re seeking detail-oriented professionals with a knack for problem-solving ...Show more
Last updated: 30+ days ago
Client Service Associate- Tampa, FL

Client Service Associate- Tampa, FL

Raymond James Financial • Tampa, FL, US
Full-time
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 mo...Show more
Last updated: 13 days ago • Promoted
International Client Service Associate

International Client Service Associate

Fisher Investments • Tampa, Florida, United States
Full-time
This job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Do yo...Show more
Last updated: 6 days ago • Promoted
Decedent Solutions Associate

Decedent Solutions Associate

Raymond James Financial • Saint Petersburg, FL, US
Full-time
Provides standard client support services, assisting internal associates and / or Financial Advisors in researching and resolving escalated issues. Recommends solutions to moderately complex problems....Show more
Last updated: 30+ days ago • Promoted
Client Services Assistant

Client Services Assistant

University of South Florida • Tampa, FL, US
Full-time
Locations : 4202 East Fowler Avenue, Tampa, FL, 33620, US.Show more
Last updated: 30+ days ago • Promoted
Client Service Associate- Sarasota, FL

Client Service Associate- Sarasota, FL

Raymond James Financial • Sarasota, FL, US
Full-time
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 mo...Show more
Last updated: 15 days ago • Promoted
Associate, Client Success

Associate, Client Success

Baker Tilly Advisory Group, LP • USA, Florida, Tampa
Full-time
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, London, San Francisco, Los Angele...Show more
Last updated: 16 days ago
Brokerage Registered Client Service Associate - location options - Tampa or Sarasota, FL

Brokerage Registered Client Service Associate - location options - Tampa or Sarasota, FL

Truist • Tampa, FL, US
Full-time
Location options are : 401 East Jackson Street, Tampa FL or 1777 Main Street, Sarasota, FL.Responsible for the general servicing and support of the Financial Advisors. This includes administrative an...Show more
Last updated: 30+ days ago • Promoted
AVP, Client Relations

AVP, Client Relations

Fay Servicing • Tampa, FL, US
Full-time
Founded in early 2008, Fay Servicing is committed to providing innovative servicing solutions for both residential and business purpose loans. As a specialty mortgage servicer who sees the customer ...Show more
Last updated: 30+ days ago • Promoted
Associate Director, Financial Aid

Associate Director, Financial Aid

InsideHigherEd • Tampa, Florida, United States
Full-time
Associate Director, Financial Aid.If you are a current University of Tampa student, please search for and apply to student jobs. Job applications for current students will not be considered if submi...Show more
Last updated: 29 days ago • Promoted
Client Service Associate – Entry Level

Client Service Associate – Entry Level

Fisher Investments • Tampa, Florida, United States
Full-time
This job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Now h...Show more
Last updated: 7 days ago • Promoted
New Business Onboarding Client Service Representative

New Business Onboarding Client Service Representative

Marsh McLennan • Clearwater Beach, FL, US
Full-time
New Business Onboarding Client Service Representative.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people.More than 15,000 of...Show more
Last updated: 30+ days ago • Promoted
Client Service Representative

Client Service Representative

Confidential • Tampa, Florida, United States, 33607
Full-time
In-person at Events (Not Remote).Are you the type of person who : .Lights up a room when you walk in?.Loves helping customers, clients, and teammates?. Thrives both on your own and with a group?.Solve...Show more
Last updated: 30+ days ago
Registered Client Service Associate

Registered Client Service Associate

Morgan Stanley • Sarasota, FL, US
Full-time
Registered Client Service Associate.Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care.The Regist...Show more
Last updated: 30+ days ago • Promoted
Registered Client Service Associate- St. Petersburg, FL

Registered Client Service Associate- St. Petersburg, FL

Raymond James Financial • Saint Petersburg, FL, US
Full-time
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 Registered Client Service Associate ...Show more
Last updated: 30+ days ago • Promoted
Wealth Management Client Associate

Wealth Management Client Associate

Bank of America • Saint Petersburg, FL, US
Full-time
Wealth Management Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutio...Show more
Last updated: 30+ days ago • Promoted
Client Service Specialist

Client Service Specialist

Valley National Bancorp • Saint Petersburg, FL, US
Full-time
Responsibilities include but are not limited to : .Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times. This would include engaging assigned ...Show more
Last updated: 30+ days ago • Promoted