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CLIENT SERVICE ASSOCIATE - REGISTERED

This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.Communication Skills - The ability to communicate information and ideas in spoken or written form so that ot...

CompanyStifel Financial
AddressGainesville, FL
CategoryRetail
Job typeFull-Time
Date Posted a month ago See detail

Client Service Associate - Registered

Stifel Financial

Gainesville, FL

This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.Communication Skills - The ability to communicate information and ideas in spoken or written form so that ot...

a month ago seen See more...

Client Associate (Benefits)

Hss

Brooklyn, NY

Engage with clients to understand their financial goals and concerns.. Present tailored solutions to safeguard their assets effectively.. Maintain a pulse on the industry, ensuring you offer the best and most updated advice.. Fost...

a month ago seen See more...

Private Wealth Client Associate

York State Department Of Labor

New York, NY

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

a month ago seen See more...

Associate Manager (Go Trade+), Client Service Trade Support

Ss&C Technologies

New York, NY

Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans. Your Future: 401k Matching Program, Professional Development Reimbursement. Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid H...

a month ago seen See more...

Client Advisor (Full Time Sales Associate)

Pix11

New York, NY

Our aim is for you to become a part of our project and accomplish your goals by our side.Benefits Health InsuranceVision InsuranceDental Insurance401(K)Paid Time-OffFlexible Spending Account (FSA)Life InsuranceCommuter Benefit Pla...

a month ago seen See more...

Client Relations Associate- Full Time- Hybrid

Confidential

New York, NY

$75,000 - $90,000 per year

We are looking for someone who is an effective communicator, engaged team player, and curious learner to join and grow in our company. Work with sales and operations to develop strategic plans for reaching key client engagement me...

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Client Success Associate

Gartner

Fort Myers, FL

Build, develop and manage relationships with existing clients ranging from senior C-level executives to more junior professionals across various business functions and companies. Regularly meet and engage with clients virtually to...

2 months ago seen See more...

Teller/Key Private Bank Client Relations Associate

Keybank

Naples, FL

Accept and accurately process all financial service transactions. Maintain responsibility for cash drawer and follows proper balancing procedures. Act as a resource to identify and resolve more complex client servicing issues. Lis...

2 months ago seen See more...

Client Service Associate

Advisor Business Solutions

New York, NY

$64k-83k (estimate)

Engage and promptly addressing HNW client requests with concierge role. Open new accounts, process client money movement requests. Support operations manager with account requests, back-office support, preparing reports and sp...

2 months ago seen See more...

PWM Registered Client Service Associate

Morgan Stanley

Missouri, United States

$51.7K - $65.4K a year

PWM Registered Client Service AssociateJob Number: 3245737POSTING DATE: Jan 9, 2024PRIMARY LOCATION: Americas-United States of America-Missouri-ClaytonEDUCATION LEVEL: Refer to Position DescriptionJOB: Wealth ManagementEMPLOYMENT...

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Client Service Associate

Cibc

San Francisco, CA

$57.5K - $72.8K a year

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationshi...

2 months ago seen See more...

Senior Registered Client Service Associate-Newport Beach, CA

Raymond James Financial, Inc.

Newport Beach, CA

$60.3K - $76.4K a year

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...

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Registered Client Service Associate

Northwestern Mutual

Portage, MI

$45,000 - $65,000 a year

Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork. Gathering information for WMA meetings with client/prospect. Preparing advisor...

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Client Service Associate

Newedge Capital Group Llc

Franklin, TN

$42.9K - $54.3K a year

Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.). Collect appropriate documentation to set up new accounts and services. Leverage var...

2 months ago seen See more...

Wealth Management Client Associate

Bank Of America

Vienna, VA

$83.5K - $106K a year

Please note the schedule for this position is part-time Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completene...

2 months ago seen See more...

Client Service Associate

Edelman Financial Engines

Roseville, CA

$70.7K - $89.6K a year

Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork Supervise client account activity, researching and resolving issues Prepare and review all new ac...

2 months ago seen See more...

Client Service Associate - Registered

Stifel Financial

Portsmouth, NH

$44.2K - $55.9K a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

2 months ago seen See more...

Registered Client Service Associate (Atlanta)

Oppenheimer & Co. Inc.

Atlanta, GA

$43K - $54.4K a year

Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors. Quickly develop knowledge of a variety of forms and account procedures in order to assist clients. Learn t...

2 months ago seen See more...

Client Service Associate

Cogency Global Inc.

Indianapolis, IN

$38,000 - $42,000 a year

Energetic self-starter who thrives in a fast-paced, team-oriented environment. The ability to multitask with a strong attention to detail and accuracy. Demonstrated ability to manage multiple projects simultaneously. Strong priori...

2 months ago seen See more...

Client Service Associate

Fleishel Financial Associates

Jacksonville, FL

From $55,000 a year

401(k). 401(k) matching. Health insurance. Paid time off. Retirement plan. 3 years. 8 hour shift. In-person. Office. Jacksonville, FL 32223: Relocate before starting work (Required)....

2 months ago seen See more...

Associate IT Client Support Analyst

Hca Houston Healthcare Southeast

Pasadena, TX

Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transporta...

2 months ago seen See more...

Client Services Associate

Independent Advisor Alliance

Charlotte, NC

From $60,000 a year

Provide direct support to affiliated financial advisors and their teams. Handle incoming calls and emails as well as scheduling meetings for advisors and their clients. Process money movement and manage account openings and mainte...

2 months ago seen See more...

Client Service Associate

Lpl Financial

Southfield, MI

$22.56 - $33.84 an hour

Support to Client Service Team, Operational, Compliance leaders and Financial Advisors. Answer phones, schedule appointments, and prepare materials for client meetings. Keep client management systems up-to-date with client informa...

2 months ago seen See more...

Wealth Management Client Associate

York State Department Of Labor

New York, NY

This is a part-time role. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and fo...

2 months ago seen See more...

Client Service Associate- Chicago, IL

Cantella & Co.

Chicago, IL

This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. Essential Duties and Responsibilities...

2 months ago seen See more...

Client Service Associate II - Payments - Control Execution

Jpmorgan Chase & Co

Tampa, FL

$88,350 - $128,000 a year

Coordinate with the regional Payments Business Control Managers and lead control-oriented initiatives on behalf of Client Service as well as Build and manage relationships across a broad range of regional Payments business staff...

2 months ago seen See more...

Client Service Associate

Compound

Kansas, United States

$55,000 - $65,000 a year

Support the onboarding process for new clients by:Working with clients to ensure their dashboard accurately collects all relevant personal and financial informationIf the client is consolidating accounts under Compound youll:Faci...

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Client Scheduling Associate

Veritext Llc

Livingston, NJ

$44K - $55.7K a year

Respond to all client requests received via email and/or phone queue in a timely, pleasant and professional manner Schedule proceedings in our proprietary software ensuring complete, accurate and consistent information Assign appr...

2 months ago seen See more...

Client Associate- public relations

Broadreach Public Relations

Portland, ME

From $47,000 a year

401(k). 401(k) matching. Flexible schedule. Health insurance. Paid time off. Parental leave. Professional development assistance. Tuition reimbursement. Writing skills: 1 year (Required)....

2 months ago seen See more...

Private Client Associate

Crisis24

Boca Raton, FL

$20 - $22 an hour

Maintain and organize patient medical records, ensuring confidentiality and compliance with healthcare regulations. Accurately file and retrieve medical records for healthcare providers as needed. Assist in conducting research act...

2 months ago seen See more...

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