Talent.com
New Jersey Licensed Client Service Associate

New Jersey Licensed Client Service Associate

VirtualVocationsBakersfield, California, 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 • Bakersfield, California, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Remote Client Relations Coordinator

Remote Client Relations Coordinator

TradeJobsWorkforce93263 Shafter, CA, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time
As a Remote Client Relations Coordinator, you will be responsible for supporting customers and handling inquiries from the comfort of your home, including : respond to customer inquiries via phone, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Customer Service Associate I

Customer Service Associate I

Dollar TreeDelano, CA, US
serp_jobs.job_card.full_time
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer.Duties include, but are not limited to, the following : .Assist customers with q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Tax Associate - Local

Tax Associate - Local

IntuitSHAFTER, CA, US
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_hours
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Fully Remote Survey Participant

Fully Remote Survey Participant

Prime InsightsArvin, California, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time
Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_hour
  • serp_jobs.job_card.promoted
Border Patrol Agent

Border Patrol Agent

U.S. Customs and Border ProtectionStallion Springs, CA, US
serp_jobs.job_card.full_time
Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Relationship Banker

Relationship Banker

Bank of AmericaShafter, CA, US
serp_jobs.job_card.full_time
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Associate

Tax Associate

IntuitLamont, CA, 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
Client Sales Associate

Client Sales Associate

Bakersfield SBBakersfield, CA, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
We are a sales consulting company that partners with industry leaders in the telecommunications field, utilizing our personalized sales and marketing strategies to drive their goals and growth.We&#...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Commercial Lines Account Associate

Commercial Lines Account Associate

Insurance Office of AmericaBakersfield, CA, US
serp_jobs.job_card.full_time
Title : Account Associate - Commercial Lines .Active Property & Casualty License.Please note : If this position is posted as either fully remote and / or hybrid, in accordance with company policy, indi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Customer Service Associate - Temporary

Customer Service Associate - Temporary

WalgreensDelano, CA, US
serp_jobs.job_card.full_time
Customer Service Associate - Temporary.Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, frien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Remote Customer Service Associate

Remote Customer Service Associate

TradeJobsWorkforce93385 Bakersfield, CA, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time
As a Remote Customer Service Associate, you will be responsible for supporting customers and handling inquiries from the comfort of your home, including : respond to customer inquiries via phone, ch...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required

Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required

IntuitSHAFTER, CA, US
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_hours
  • serp_jobs.job_card.promoted
Business Lawyer

Business Lawyer

JobotTaft, CA, US
serp_jobs.job_card.full_time
Law firm with offices throughout central and southern California looking for a business lawyer in Kern County.This Jobot Job is hosted by : Ron Calhoun. Are you a fit? Easy Apply now by clicking the ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
PayPal Risk Operations Associate

PayPal Risk Operations Associate

TradeJobsWorkforce93313 Bakersfield, CA, US
serp_jobs.job_card.full_time
Bring your energy to the role of PayPal Risk Operations Associate to perform responsibilities as a Risk Operations Associate. Deliver outstanding service to customers and colleagues.Deliver outstand...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Associate - Onsite

Tax Associate - Onsite

IntuitLamont, CA, 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 Services Associate

Client Services Associate

TradeJobsWorkforce93312 Bakersfield, CA, US
serp_jobs.job_card.full_time
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Work From Home - Client Services Associate

Work From Home - Client Services Associate

Global Elite TexasBakersfield, California, United States, 93301
serp_jobs.filters.remote
serp_jobs.job_card.full_time
Work From Home - Client Services Associate.Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your pro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Customer Service Associate I

Customer Service Associate I

Family DollarTaft, CA, US
serp_jobs.job_card.full_time
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer.Duties include, but are not limited to, the following : .Assist customers with q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Associate - 2+ Yrs Paid Tax Experience Required

Tax Associate - 2+ Yrs Paid Tax Experience Required

IntuitLamont, California, 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
Customs and Border Protection Officer

Customs and Border Protection Officer

U.S. Customs and Border ProtectionStallion Springs, CA, US
serp_jobs.job_card.full_time
Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days