Client Service Associate
7 days ago
Summary
The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities
- Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
- Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
- Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
- Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
- Assist in preparation of consolidated performance reporting on a monthly/quarterly basis
- Maintain CRM database; define and ensure adherence to appropriate client service models
- Manage multiple and competing priorities daily in pursuit of business objectives
- Other responsibilities as assigned by the Senior Client Service Associate
Knowledge, Skills, and/or Abilities
- Advanced computer skills (Outlook, Word, and Excel) are essential
- Excellent communication skills, both verbally and in writing
- Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
- Ability to build relationships with clients and internal partners
Education and/or Experience
- Bachelor’s degree in a business-related field preferred
- The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts.
- Previous experience in small business culture preferred
Benefits: None
Growth Potential: Yes. Transition to Full Time position with benefits
Office with personalized Laptop Provided
Hybrid/Remote Work Potential: After training is completed
Flexible Work Hour: Can design own schedule at start
Hiring Procedure: Submit Resume, Phone Call Interview, In Person Interview
Work Attire: Business Casual
#J-18808-Ljbffr
-
Associate/Senior Associate
3 weeks ago
Albany, Australia HWL Ebsworth Lawyers Full time- Direct exposure to a great client base and advocacy opportunities in WorkCover WA and District Court litigation - Genuine opportunities for advancement, surrounded by a great group of friendly, supportive and collaborative senior practitioners and partners - Flexible work arrangements 3:2, plus generous leave policies including purchased, parental and...
-
Client Service Officer
2 weeks ago
Albany Creek, Australia VetPartners Full time**Brisbane Veterinary Specialist Centre, Albany Creek, Brisbane North** **Fulltime Client Service Officer** **About**BVSC**: At BVSC we are dedicated to providing gold standard veterinary care and support to our clients and their beloved pets. We believe in fostering a warm and welcoming environment, where both our clients and team members feel valued and...
-
(Urgent) Service Auditor
4 weeks ago
Albany, Australia Stratton Amenities Full timeCareer Opportunities with Stratton Amenities A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Job Description The responsibility of the Quality Assurance Auditor is to assess hospitality and service engagement as it relates...
-
Associate Structural Director
2 weeks ago
Albany, Australia AKT II Limited Full timeAKT II’s outstanding reputation, stability and growth has attracted the very best professionals with the promise of progressing and expanding their careers. This continued growth has led to the expansion of the company into key geographies across the globe: Cambridge, Manchester and Bristol in the UK, as well as Copenhagen and Toronto internationally. The...
-
Associate Director
5 days ago
Albany, Australia ClearCompany Full timeOverview Restructuring Associate Director / Senior Manager based in Perth. In this role you’ll have the opportunity to have a significant impact on the business. In this position, you will manage, execute and complete client engagements with responsibility for conducting accounting and financial analysis and assisting clients through corporate distress,...
-
Associate Practitioner
4 weeks ago
Albany, Australia NHS Full timeAn exciting opportunity has arisen for a highly motivated and enthusiastic individual to join the Hull and East Riding Community Intermediate Care Team , as a Generic Therapy Associate Practitioner.You will work as part of a Multi-disciplinary team to provide Occupational Therapy and Physiotherapy input to patients who require community Intermediate Care...
-
Albany, Australia Advanced Personnel Management Full timeForget everything you know and expect about working in a call centre customer service team. This is a customer service environment where you’re encouraged to use initiative and your brain. At Assure, we coach and encourage you to focus on delivering a quality experience for our clients first time, every time. At Assure, we pride ourselves on delivering...
-
Service Centre/Operations Manager
1 day ago
Albany, Australia Kootenay Employment Services Society Full timeRequirements - 3 or more years of related operations management experience in an industrial distribution market/environment (preferred). - Post‑secondary degree or diploma from an accredited college/university or significant industry experience. - Travel as appropriate for business and customer meetings. - Systems proficiency in ERP and related...
-
Client Relations Officer
2 days ago
Albany, Western Australia St John Ambulance WA Full time $45,000 - $60,000 per yearDo you want to work for an iconic Western Australian organisation committed to making a difference to your community?For more than 130 years, St John WA has been a cornerstone of support in Western Australia connecting with community through education, training and care.As a trusted not-for-profit, the organisation's unwavering mission is to serve humanity...
-
Service Advisor
4 weeks ago
Albany, Australia Automotive Personnel Full timeOverview We are always looking for experienced Service Advisors for Automotive Dealerships in Perth. Opportunities within both the larger Automotive Dealer Groups and Independent Dealers. Opportunities also come available within associated fields of the Automotive Industry - Private Workshops, Sales Representatives, Spare Parts. Qualifications Are you...