Talent.com
New Jersey Licensed Client Service Associate

New Jersey Licensed Client Service Associate

VirtualVocationsBrownsville, Texas, United States
1 day 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 • Brownsville, Texas, United States

Related jobs
  • Promoted
Account Representative

Account Representative

USA JobsHarlingen, TX, US
Full-time
Prime Healthcare is an award-winning health system headquartered in Ontario, California.Prime Healthcare operates 51 hospitals and has more than 360 outpatient locations in 14 states providing more...Show moreLast updated: 30+ days ago
  • Promoted
Air Interdiction Agent

Air Interdiction Agent

US Customs and Border ProtectionOlmito, TX, US
Full-time
Air and Marine Operations (AMO), a component of U.Customs and Border Protection (CBP), offers skilled Pilots interested in law enforcement an opportunity to work with an elite team of highly traine...Show moreLast updated: 19 days ago
Insurance Sales Agent - Work from Home

Insurance Sales Agent - Work from Home

GIA Legacy PlanningSouth Padre Island, Texas, US
Remote
Full-time +1
Quick Apply
Remote Position / Work from Home.GIA Legacy Planning is a dynamic, client-focused insurance agency.Our innovative and growing business is seeking experienced candidates to join our team.We specialize...Show moreLast updated: 20 days ago
  • Promoted
Flexible and Remote- Client Service Rep

Flexible and Remote- Client Service Rep

Global EliteBrownsville, TX, US
Remote
Full-time
Flexible and Remote- Client Service Rep.Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects your ambitions? Here's your chance to be your own boss, create...Show moreLast updated: 30+ days ago
  • Promoted
Account Resolution Analyst (Harlingen)

Account Resolution Analyst (Harlingen)

Prime HealthcareHarlingen, TX, United States
Full-time
Prime Healthcare operates 51 hospitals and has more than 360 outpatient locations in 14 states providing more than 2.It is one of the nation's leading health systems with nearly 57,000 employees an...Show moreLast updated: 7 days ago
  • Promoted
  • New!
Client Support Associate

Client Support Associate

Jackson HewittBrownsville, TX, US
Full-time +1
Seasonal Client Support Associate.Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and prov...Show moreLast updated: 13 hours ago
  • Promoted
Insurance Agent - Harlingen, TX

Insurance Agent - Harlingen, TX

Horace MannHarlingen, TX, US
Full-time
Insurance Agent - Harlingen, Tx.Join Horace Mann and Unlock Your Financial Potential.Ready to take control of your financial future? At Horace Mann, we are here to support you in achieving your goa...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Harlingen 04 Market - Perishables Rep - Part-Time

Harlingen 04 Market - Perishables Rep - Part-Time

HEBHarlingen, TX, US
Part-time
H-E-B Perishable Representative.Responsibilities H-E-B needs energetic and motivated Partners willing to work hard and have fun while making our Customers feel welcome. No matter what background you...Show moreLast updated: less than 1 hour ago
  • Promoted
Share Your Opinions. Earn Rewards.

Share Your Opinions. Earn Rewards.

Opinion EdgeSan Benito, TX, United States
Full-time
Join Opinion Edge today and get paid for your insights! Take short surveys on the topics that matter to you and earn rewards for every completed survey. Sign up now and start turning your voice into...Show moreLast updated: 13 days ago
  • Promoted
Account Resolution Specialist

Account Resolution Specialist

Prime HealthcareHarlingen, TX, US
Full-time
Prime Healthcare is actively seeking new members to join our corporate team!.The Specialist, Account Resolution is the lead responsible for the timely follow-up of Managed Care / Commercial accounts....Show moreLast updated: 30+ days ago
  • Promoted
Personal Banker La Feria

Personal Banker La Feria

PNCLa Feria, TX, US
Full-time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 30+ days ago
  • Promoted
Air Interdiction Agent

Air Interdiction Agent

U.S. Customs and Border ProtectionBluetown, TX, United States
Full-time
Pilot CBP Air Interdiction Agent.Air and Marine Operations (AMO), a component of U.Customs and Border Protection (CBP), offers skilled Pilots interested in law enforcement an opportunity to work wi...Show moreLast updated: 6 days ago
  • Promoted
Customer Service Associate I

Customer Service Associate I

Family DollarLa Feria, TX, US
Part-time
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer.Duties include, but are not limited to, the following : .Assist customers with q...Show moreLast updated: 30+ days ago
Life Insurance Sales Agent

Life Insurance Sales Agent

GIA Legacy PlanningSouth Padre Island, Texas, US
Full-time +1
Quick Apply
Work from Home / Remote Position.Full-Time / Part-Time / Uncapped Commission-Based.GIA Legacy Planning is a proactive insurance agency dedicated to serving the needs of families and businesses through pe...Show moreLast updated: 20 days ago
  • Promoted
  • New!
Customer Service Rep

Customer Service Rep

Circle KSan Benito, TX, US
Full-time
Customer Service Representative.We want you to join our team as a Customer Service Representative.If you have the desire to be challenged, work in a fast-paced, fun environment and to grow your car...Show moreLast updated: 13 hours ago
  • Promoted
Customer Service Associate I

Customer Service Associate I

Dollar TreeRaymondville, TX, US
Full-time
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer.Duties include, but are not limited to, the following : .Assist customers with q...Show moreLast updated: 30+ days ago
  • Promoted
Sales Account Representative

Sales Account Representative

ServiceMasterLa Feria, TX, US
Full-time
Manages relationships with current customers and referral sources.Prospects for additional revenue opportunities.Contacts customers before and after service is performed to ensure satisfaction and ...Show moreLast updated: 30+ days ago
  • Promoted
Work From Home- Customer Service Rep

Work From Home- Customer Service Rep

Express EmploymentBrownsville, TX, US
Remote
Full-time
We are seeking motivated and reliable Customer Service Representatives to join our team in a remote capacity.As a Customer Service Representative, you will handle inbound calls, emails, and chats t...Show moreLast updated: 13 days ago
  • Promoted
Account Representative

Account Representative

Prime HealthcareHarlingen, TX, US
Full-time
The Account Representative is responsible for posting all incoming payments to correct patient accounts on a daily basis. Inputs and retrieves data from computer systems.Applies payments to patient ...Show moreLast updated: 30+ days ago
  • Promoted
Account Resolution Analyst

Account Resolution Analyst

Prime HealthcareHarlingen, TX, US
Full-time
Prime Healthcare operates 51 hospitals and has more than 360 outpatient locations in 14 states providing more than 2.It is one of the nation's leading health systems with nearly 57,000 employees an...Show moreLast updated: 30+ days ago