
Client Service Associate
11 hours ago
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
-
Exceptional Client Service Specialist
3 days ago
Perth, Western Australia beBeeProfessional Full timeJob Title: Client Service AssociateAs a Client Service Associate, you will be responsible for providing exceptional client service and support to our Financial Advisors and Partners.Key Responsibilities:• Attend client meetings and actively participate in the provision of a highly personal and compelling client experience• Arrange and coordinate...
-
Client Services Manager
2 weeks ago
Perth, Western Australia Canon Australia Full timeAre you looking to make your career pathway in the Client Services space? Are you looking to work with an esteemed clientele of government and enterprise customers?Role Highlights· Associate with an established global brand· Be part of highly engaged & collaborative team· Location – Perth, Western Australia· Hybrid role – 3 days in officeAbout...
-
Client Services Manager
2 days ago
Perth, Western Australia Canon Full time $80,000 - $120,000 per yearAre you looking to make your career pathway in the Client Services space? Are you looking to work with an esteemed clientele of government and enterprise customers?Role Highlights· Associate with an established global brand· Be part of highly engaged & collaborative team· Location – Perth, Western Australia· Hybrid role – 3 days in officeAbout...
-
Senior Associate Or Associate
2 weeks ago
Perth, Western Australia Minter Ellison Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Senior Associate or Associate - Construction and Major Projects - Back End Location: Perth Contract Type: Permanent Minter Ellison is one of Australia's largest independent law and consulting firms.With a heritage of almost 200 years, we are known for our excellence and...
-
Senior Associate or Associate
3 days ago
Perth, Western Australia Minter Ellison Full timePress Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert:Senior Associate or Associate - Construction and Major Projects - Back EndLocation: PerthContract Type: PermanentMinterEllison is one of Australia's largest independent law and consulting firms. With a heritage of almost 200 years, we are known for our excellence and our...
-
Senior Associate
2 weeks ago
Perth, Western Australia Clayton Utz Full timeJoin to apply for the Senior Associate - Environment & Sustainable Development role at Clayton Utz1 day ago Be among the first 25 applicants Join to apply for the Senior Associate - Environment & Sustainable Development role at Clayton Utz Join a top tier, marketing leading Environment & Sustainable Development Practice A part-time opportunity to work as...
-
Client Services Manager
3 weeks ago
Perth, Western Australia Canon Australia Full timeJoin to apply for the Client Services Manager role at Canon Australia3 days ago Be among the first 25 applicantsJoin to apply for the Client Services Manager role at Canon AustraliaAre you looking to make your career pathway in the Client Services space? Are you looking to work with an esteemed clientele of government and enterprise customers?Role...
-
Client Services Manager
3 weeks ago
Perth, Western Australia Canon Australia Full timeJoin to apply for the Client Services Manager role at Canon Australia3 days ago Be among the first 25 applicantsJoin to apply for the Client Services Manager role at Canon AustraliaAre you looking to make your career pathway in the Client Services space? Are you looking to work with an esteemed clientele of government and enterprise customers?Role...
-
Senior Associate
2 weeks ago
Perth, Western Australia Clayton Utz Full timeJoin to apply for the Senior Associate - Environment & Sustainable Development role at Clayton Utz1 day ago Be among the first 25 applicantsJoin to apply for the Senior Associate - Environment & Sustainable Development role at Clayton UtzJoin a top tier, marketing leading Environment & Sustainable Development PracticeA part-time opportunity to work as part...
-
Beverage Service Associate
2 days ago
Perth, Western Australia beBeeBeverage Full timeJob Title: Beverage Service Associate">Gaining hands-on experience in a dynamic retail environment while interacting with visitors from around the world is a key aspect of this role. Enhancing customer service skills through real-world interactions will be invaluable.">The work environment is vibrant and engaging, surrounded by wildlife and nature. This...