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REGISTERED INVESTMENT ADVISOR (RIA) CLIENT SERVICE ASSOCIATE

Create systems to track and set up investment transfers. Research financial products on the Internet. Generate reports, such as position statements, for advisors meetings with clients. Service client accounts. Process phone calls...

CompanyCottonwood Capital Advisors
AddressIrving, TX
CategoryRetail
Salary$50,000 - $55,000 a year
Job typeFull-time
Date Posted just now See detail

Registered Investment Advisor (RIA) Client Service Associate New

Cottonwood Capital Advisors

Irving, TX

$50,000 - $55,000 a year

Create systems to track and set up investment transfers. Research financial products on the Internet. Generate reports, such as position statements, for advisors meetings with clients. Service client accounts. Process phone calls...

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Client Services Associate

Restoration Hardware

Tampa, FL

$18 - $28 an hour

Live Our Vision, Values and Beliefs every day Greet and welcome RH Clients and assist with any questions or concerns Assist in connecting clients with the right Associates based on their purchase needs Assist and communicate with...

3 weeks ago seen See more...

Patient Service Associate New

Pediatrix

Douglasville, GA

Handle high volume incoming calls. Review the charts and insurance referrals/authorizations and taking appropriate action to assure proper maximal reimbursement. To assist the physicians and/or administrators in all business and p...

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Customer Service Associate New

Wcss

San Francisco, CA

$18 - $22 an hour

Paid time off. 8 hour shift. Monday to Friday. San Francisco, CA 94116: Reliably commute or planning to relocate before starting work (Required). Customer service: 5 years (Required)....

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Visitor Services Associate - Gainesville, GA New

Atlanta Botanical Garden Inc

Gainesville, GA

Greet arriving visitors and welcome them to the Garden Gather feedback from visitors to share with management; work to problem solve daily issues as possible Process all admission Point of Sale (POS) transactions and functions; ha...

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Environmental Services Associate-Milford Campus New

Yale New Haven Health

Milford, CT

...

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Customer Service Associate New

York State Department Of Labor

New York, NY

Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. Engages customers and patients b...

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Customer Service Associate New

Ollie's Bargain Outlet, Inc.

Nicholasville, KY

BE A TEAM PLAYER- Associates are expected to be supportive and work together. BE CARING- How do I treat others with courtesy, dignity, and respect? BE VALUE OBSESSED- Live the good stuff cheap mindset. BE COMMITTED- Operate with...

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Retail Customer Service Associate New

Fedex Office

Washington, DC

$18.30 - $21.05 an hour

Follows instructions of supervisors and assists other team members in performing store functions. Assists in the training of store team members Demonstrates consultative behaviors in a retail environment to understand each custome...

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Revenue Cycle Client Service Manager New

Surgical Information Systems, Llc

Fort Myers, FL

Drives commitment to providing quality service to internal and external customers across the team by meeting or exceeding established metrics. Drives results by focusing on high productivity and quality work. Coaches team members...

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Guest Services Associate New

Bluebird Parker Beach Lodge

Massachusetts, United States

$19 an hour

Welcome and acknowledge each and every guest with a smile, eye contact, and a friendly verbal greeting, using the guests name when possible. Register and orient arriving guests according to property standards. Be knowledgeable ab...

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Client Service Representative New

Our Care In Home Services Llc

Sandwich, MA

$30 - $35 an hour

We offer 401k, and free early access to your pay through Homebase. crease number of patients served: Source and target physicians offices and hospital discharge planners to educate them about Company services, develop and impleme...

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Food Service Associate New

Cape Cod Healthcare

Hyannis, MA

Slices meats and cheeses; prepares and assembles foods including but not limited to fruits, salad type vegetables, salad mixes (veg. & meat), between meal nourishments, tube feedings, gelatins, salads, sandwiches, juices, coffee f...

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Pharmacy Customer Service Associate New

Walgreens

Norwood, MA

$16 - $18 an hour

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. In accordance with state and feder...

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Pharmacy Customer Service Associate New

Walgreens

New Jersey, United States

$16.13 - $18.00 an hour

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. In accordance with state and feder...

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Service Associate II, Distribution Operations - Receiving New

United Parcel Service

New Jersey, United States

The ability to lift up to 70 lbs An ability to perform all warehouse activities including but not limited to picking, packing, shipping, receiving, put-away, cycle count, and inventory audit Utilize radio frequency (RF) scanners t...

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Customer Service Associate New

Wawa

Gloucester City, NJ

$29.3K - $37.1K a year

Greet and provide an enjoyable shopping experience for all customers. Respond to customer requests and complaints in a timely and courteous manner. Utilize the GREAT Customer Service and customer recovery model to ensure customer...

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Senior Associate, Health & Benefits, Client Service Team

Willis Towers Watson

Michigan, United States

Materially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients including: Benefit plan analysis, design,...

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Client Service Associate

Gemharvest

Chadds Ford, PA

$80,000 - $95,000 a year

Serve as a primary lead for client onboarding and private wealth Client Services. Provide an excellent client experience for high net worth clients, building and maintaining client relationships. Participate in the growth of a gro...

4 weeks ago seen See more...

Operations Client Service Associate 2

State Street

Sacramento, CA

Not disclosed

Perform for operational tasks. Focus on processing for day to day business in hedge fund accounting. Work with managers on client specific projects and initiatives. Learn and understand the operating environment and help managemen...

4 weeks ago seen See more...

Client Service Associate

Escalon Services, Inc.

San Mateo, CA

$61.8K - $78.3K a year

Bachelors degree required. At least 2 years of experience within the financial services industry, ideally in investment performance reporting and analysis and/or writing RFPs. Excellent written and verbal communication skills. St...

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New Business/Client Services Associate

Fss Group

Grapevine, TX

$40,000 a year

Paid time off. Bonus opportunities. Day shift. Grapevine, TX 76051: Relocate before starting work (Required)....

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Client Services Associate

First Business Bank

Brookfield, WI

$40.3K - $51K a year

Provide Exceptional Client Service. Respond to clients questions by answering the telephone promptly, greeting clients upon their entering the bank, and promptly responding to emails. Perform Teller Transactions with Accuracy. Re...

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Client Service Associate

Compound

Massachusetts, 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 Services Associate

El Education Inc

United States

$43,000 - $59,400 a year

Gather information and materials from internal and external partners about clients, staffing, and financial matters Compile details in central locations such as Google Suite or Salesforce CRM (depending on the nature of the inform...

a month ago seen

Client Service Associate

Biziq

Remote

$15 an hour

Claim and verify Google Business Pages for small to medium-sized business accounts. Optimize business listings with accurate and compelling information, ensuring alignment with client branding. Implement local search optimization...

a month ago seen

Part-time Client Services Associate (Remote, California-based)

Modern Wealth Collective

California, United States

From $25 an hour

Series 6 & 63/65 or 7 & 66 preferred. Redtail CRM Experience preferred. You are willing to fully adopt and champion the Modern Wealth Collective brand internally and externally. You understand the value of building long-term rela...

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Client Service Associate

Gpac Talent Network

Lynn, MA

Are you looking for a new job opportunity?We are seeking a Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accu...

a month ago seen See more...

Client Service Associate

Gpac Talent Network

Fresno, CA

Are you looking for a new job opportunity?We are seeking a Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accu...

a month ago seen See more...

Client Service Associate - Lending Operations

Pix11

New York, NY

Whatever your role at ANZ, you'll be building your future, while helping to build ours.Role Location: New YorkRole Type: Permanent, FulltimeWhat will your day look like?As a Client Service Associate - Lending Operations, you will:...

2 months ago seen See more...

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