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CLIENT SERVICE ASSOCIATE

Responds to routine client requests via phone, email and/or other contact methods. Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly. Records client inquires includi...

CompanyBeacon Pointe Advisors
AddressGreensboro, NC
CategoryRetail
Salary$49.2K - $62.3K a year
Job typeFull-time
Date Posted 2 months ago See detail

Client Service Associate

Beacon Pointe Advisors

Greensboro, NC

$49.2K - $62.3K a year

Responds to routine client requests via phone, email and/or other contact methods. Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly. Records client inquires includi...

2 months ago seen See more...

Client Service Associate

Stifel

Florham Park, NJ

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...

Client Service Associate

Wealth Enhancement Group

Fort Myers, FL

Ensures accurate completion of prospect or new client paperwork and account set up. Follow up on funds transfer from surrendering company. Maintains (CRM) database and client files (Filing, copies, data input). Research and follow...

2 months ago seen See more...

Client Service Associate

Jackson Hewitt

Duncan, SC

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

2 months ago seen See more...

Client Service Associate

Jackson Hewitt - 3562

Duncan, SC

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

2 months ago seen See more...

Client Service Associate

Newedge Capital Group Llc

Stamford, CT

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. Open new acc...

2 months ago seen See more...

Client Service Associate

Apollon Wealth Management

Denver, CO

$21 - $33 an hour

Serve as the point of contact for clients, responding promptly to inquiries via email and telephone during business hours, ensuring excellent customer service and satisfaction. Provide back-office investment operations support to...

2 months ago seen See more...

Client Service Associate

Fortress Investment Group Llc

New York, NY

$100,000 - $140,000 a year

Responding to daily investor inquiries via phone and email; investigating and problem solving on topics which can range from reporting, performance, fund documents/guidelines and investment related queries. Facilitating capital ac...

2 months ago seen See more...

Client Service Associate

Oxford Financial Group, Ltd.

Palm Beach, FL

$53.6K - $67.9K a year

Assists with the preparation and review of client-focused presentation materials. Troubleshoots client issues and directs effort to conclusion. Coordinates in obtaining all required information needed by support teams to complete...

2 months ago seen See more...

Client Service Associate

Care Options For Kids

Delray Beach, FL

$18 - $22 an hour

401(k). 401(k) matching. Dental insurance. Health insurance. Paid time off. Vision insurance. Monday to Friday. Home Health: 1 year (Preferred). Customer Service: 1 year (Preferred)....

2 months ago seen See more...

Client Service Associate

Indelicato & Coffey

Waltham, MA

$50,000 - $60,000 a year

Review and update client information as needed for client review meetings. Prepare final deliverables for upload to the online file manager. Follow-up with prospects or clients with notes or letters signed by advisor(s). Ensure co...

2 months ago seen See more...

Client Services Associate

D S Simon Media

Remote

From $58,500 a year

Working with the sales team to develop proposals and contracts for new business opportunities. Assisting the teams with creating materials for new business presentations. Reviewing analytics from the company sales database to iden...

2 months ago seen See more...

Client Service Associate

Jackson Hewitt - 2357

Gallatin, TN

$12 an hour

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

2 months ago seen See more...

Client Services Associate (San Juan, Puerto Rico)

Insights Driven Research

San Juan, PR

$38,000 - $40,000 a year

Serve as a single point of contact with assigned clients. Coordinate with clients on the execution of their respective projects. Keep clients updated on the status of their projects and ensure that expectations are adequately mana...

2 months ago seen See more...

Client Services Associate (remote, must reside in San Antonio, TX)

Carebox

San Antonio, TX

$17 - $20 an hour

401(k). Dental insurance. Flexible spending account. Health insurance. Health savings account. Life insurance. Paid time off. Vision insurance. Work from home. Monday to Friday. Bachelor's (Required). San Antonio, TX (Required)....

2 months ago seen See more...

Client Service Associate

Adara Wealth Management

Tucson, AZ

$40,000 - $55,000 a year

Health insurance. Dental insurance. Vision insurance. Life insurance. Long-term disability insurance. Supplemental Voluntary insurance including accident, critical illness, hospital indemnity, and legal. Retirement benefits with c...

2 months ago seen See more...

Client Services Associate

Aspire Wealth Partners

Tucson, AZ

$50,000 - $60,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Health savings account. Life insurance. Paid time off. Professional development assistance. Retirement plan. Vision insurance. 8 hour shift. Day shift. Monday to Friday....

2 months ago seen See more...

New Business/Client Services Associate

Fss Group

Texas, United States

$40,000 a year

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

2 months ago seen See more...

Client Service Associate

Armstrong Advisory Group

Texas, United States

From $60,000 a year

401(k). 401(k) matching. Dental insurance. Flexible spending account. Health insurance. Life insurance. Paid time off. Parental leave. Tuition reimbursement. Vision insurance. Bonus opportunities. Monday to Friday. Associate (Requ...

2 months ago seen See more...

Client Service Associate (Charles Schwab platform experience)

Lead Advisor, Llc

East Hanover, NJ

$70,000 - $80,000 a year

Assist advisor in client meetings. Assist clients with task completion. Responsibility for client satisfaction. Client paperwork. Account applications. Transfer forms. Change of address forms. Move Money forms. Rollovers. Input po...

2 months ago seen See more...

Client Service Associate - Part-time

Stifel

Kalispell, MT

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...

Client Services Associate

The Pacific Financial Group

Antioch, TN

$39.5K - $50K a year

Setup new accounts in CRM and portfolio accounting system. Setup new rep records in CRM and portfolio accounting system. Assist clients with transactions and requests. Submit necessary documents to custodians via email, fax and ma...

2 months ago seen See more...

Client Service Associate

Gemharvest

New Hope, PA

$60,000 - $75,000 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 an in...

2 months ago seen See more...

Client Service Associate

Jackson Hewitt

Boiling Springs, SC

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

2 months ago seen See more...

Client Service Associate

Jackson Hewitt

Greer, SC

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

2 months ago seen See more...

Client Service Associate

Jackson Hewitt

Woodruff, SC

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

2 months ago seen See more...

Client Service Associate

Jackson Hewitt

Spartanburg, SC

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

2 months ago seen See more...

Client Services Associate- Wealth Management Department

Uw Credit Union

Milwaukee, WI

21.5+ days of annual paid time off. 2 weeks paid caregiver leave. 2.5 weeks paid new child parental leave. 2 days paid volunteer time. 11 paid holidays (includes your birthday!). 401k company match of up to 5%, plus approximately...

2 months ago seen See more...

Client Services Associate

European Wax Center

Spring, TX

$15 - $20 an hour

Discounts on services and retail products. Hourly wage plus performance incentives. Full-time position, ability to work evenings and weekends. A positive, friendly, upbeat, and personable demeanor with strong communication skills....

2 months ago seen See more...

Client Services Associate

Ampersand, Inc.

Waukesha, WI

Management may assign new duties, reassign existing duties, or eliminate a function.ESSENTIAL DUTIES & RESPONSIBILITIES Interact with clients via telephone, email, online chat, or in-person to provide account support. Assist wit...

2 months ago seen See more...

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