Talent.com
New Jersey Licensed Client Service Associate

New Jersey Licensed Client Service Associate

VirtualVocationsDecatur, Georgia, United States
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

A company is looking for a Client Service Associate to join a fast-paced team in the financial services sector.

Key Responsibilities

Prepare client meeting agendas, gather client data, and prepare reports

Attend and take notes during client meetings, documenting and tracking tasks

Maintain records in CRM and portfolio management software while providing support to advisors and clients

Required Qualifications

1-3 years of experience in financial planning / investment management

Experience with Money Guide Pro / eMoney and / or Redtail CRM is a plus

Willingness to obtain Series 7 and Life & Health licenses

Client Service Plus work style

Detail-oriented with the ability to manage time and tasks effectively

serp_jobs.job_alerts.create_a_job

Client Service Associate • Decatur, Georgia, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Registered Client Service Associate

Registered Client Service Associate

Morgan StanleyAlpharetta, GA, US
serp_jobs.job_card.full_time
Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Associate Client Service Manager

Associate Client Service Manager

Bank of AmericaAtlanta, GA, US
serp_jobs.job_card.full_time
Associate Client Service Manager.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Senior Client Service Associate (Atlanta, GA)

Senior Client Service Associate (Atlanta, GA)

Raymond James FinancialAtlanta, GA, US
serp_jobs.job_card.full_time
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a mo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Service Associate- Fayetteville, GA

Client Service Associate- Fayetteville, GA

Raymond James FinancialFayetteville, GA, US
serp_jobs.job_card.full_time
Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high qualit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Tax Associate, Private Client Services

Senior Tax Associate, Private Client Services

AprioAtlanta, GA, US
serp_jobs.job_card.full_time
Senior Tax Associate, Private Client Services.Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Philippines and more than 2,100 team members that speak 60+ lang...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Associate, Client Success

Associate, Client Success

Baker Tilly Advisory Group, LPUSA, Georgia, Atlanta
serp_jobs.job_card.full_time
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. New York, London, San Francisco, Los Angele...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Tax Associate - Onsite

Tax Associate - Onsite

IntuitSenoia, GA, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Tax Associate - 2+ Yrs Paid Tax Experience Required

Tax Associate - 2+ Yrs Paid Tax Experience Required

IntuitSenoia, GA, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Senior Client Associate

Senior Client Associate

ROCKEFELLER CAPITAL MANAGEMENTAtlanta, GA, US
serp_jobs.job_card.full_time
Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of Jo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Private Wealth Management Registered Client Service Associate

Private Wealth Management Registered Client Service Associate

Morgan StanleyAtlanta, GA, US
serp_jobs.job_card.full_time
Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Associate

Tax Associate

IntuitSmyrna, GA, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Service Associate

Client Service Associate

Focus Financial PartnersAtlanta, GA, US
serp_jobs.job_card.full_time
The Client Service Associate is an integral member of the Wealth Management team, helping to advance our commitment to providing an exceptional experience for every client.The Client Service Associ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Service AssociateNewAtlanta, Georgia, United States; Dallas, Texas, United States

Service AssociateNewAtlanta, Georgia, United States; Dallas, Texas, United States

Allworth FinancialKennesaw, GA, US
serp_jobs.job_card.full_time
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial plann...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Service Representative

Client Service Representative

AmpcusAtlanta, GA, US
serp_jobs.job_card.full_time
Technology and Business consulting services.We are in search of a highly motivated candidate to join our talented team.Job Title : Client Service Representative Location(s) : Atlanta, GA Description : ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Service Associate

Client Service Associate

Jackson HewittDecatur, GA, US
serp_jobs.job_card.full_time
We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Service Associate

Client Service Associate

LPL FinancialAtlanta, GA, US
serp_jobs.job_card.full_time
Client Service Associate (CSA).What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Accounting Associate

Accounting Associate

AprioConyers, GA, US
serp_jobs.job_card.full_time
Work with a nationally ranked CPA and advisory firm that is passionate for what's next.Philippines and more than 2,100 team members that speak 60+ languages across the globe.By bringing together pr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Sr. Dir Client Relations

Sr. Dir Client Relations

Hays RecruitmentAtlanta, GA, US
serp_jobs.job_card.full_time
At Hays, we believe in being lifelong partners - to our people as well as our customers.With over 50 years of business success, we have a reputation as the world leader in specialist recruitment an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Service Associate

Client Service Associate

Bank of AmericaAtlanta, GA, US
serp_jobs.job_card.full_time
Merrill Wealth Management Client Service Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Registered Client Service Associate • •

Registered Client Service Associate • •

Morgan StanleyAtlanta, GA, US
serp_jobs.job_card.full_time
Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30