A company is looking for a Client Service Associate to provide administrative support to financial advisors and their staff.
Key Responsibilities : Assist in onboarding new advisors and their staffManage CRM (Redtail) and ensure data accuracyProvide service and support to advisors, resolving inquiries and issuesRequired Qualifications : 2+ years in a broker dealer and client service role or similarBachelor's degree in business, finance, or a related field or equivalent experienceFamiliarity with the financial services industryProficient in Microsoft Excel, Word, PowerPoint, and CRM applications (Redtail)Ability to thrive in a fast-paced and growing environment
Wealth Client Account Services Associate: SLC or Houston
Client Account Service Associate (CASA). This position enhances the client experience by providing exceptional service, supporting business functions, assisting in safeguarding client assets, and serving as administrative and operational support to Wealth Advisors. CASA team members manage the execu...
Sr. Client Service Associate
Client Service Associate to join our dynamic team. Account Management: Assist clients with account maintenance, including setting up new accounts, processing transactions, and managing client service requests. In this role, you will be the primary point of contact for our advisors and their clients,...
Wealth Client Account Services Associate: SLC
Client Account Service Associate (CASA). Client Account Service Associate. This position enhances the client experience by providing exceptional service, supporting business functions, assisting in safeguarding client assets, and serving as administrative and operational support to Wealth Advisors. ...
Client Account Service Associate - Salt Lake City or Houston
This position enhances the client experience by providing exceptional client service, supporting business functions remotely, assisting in safeguarding client assets, and serving as administrative and operational support to Wealth Advisors. The Client Account Service Associate is also responsible fo...
AdvancedMD RCM Client Services Associate
The RCM Client Services Associate serves as first point of contact when customer issues arise with the AdvancedMD software or RCM Billing Services in general. Resolves RCM Client technical support issues relating to point of service (POS) products, including, but not limited to, AdvancedMD PM and EH...
Client Service Associate
Assist with client events, client support, and special projects;. HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. We are l...
Lead Associate - Client Service and Delivery
This role will require effectively partnering with a variety of internal Willis Towers Watson associates including consultants, actuaries, and other client-facing associates to ensure client satisfaction. Demonstrate a consultative client approach, with an ability to recognize what actions will demo...
Client Services Associate
Providing our clients with exceptional service is the foundation of our business. Respond to all client requests received via email and/or phone queue in a pleasant and professional manner and fulfill timely. Customer service oriented with strong interpersonal skills. Simultaneously, our dedication ...
Client Service Associate
Assist with client events, client support, and special projects;. HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. We are l...
Client Service Associate - (Pacific or Mountain Time Zone)
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