Talent.com
New Jersey Licensed Client Service Associate

New Jersey Licensed Client Service Associate

VirtualVocationsAstoria, New York, United States
job_description.job_card.variable_hours_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 • Astoria, New York, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Strategic Client Executive - Blues

Strategic Client Executive - Blues

Zelis Healthcare, LLCMorristown, NJ, United States
serp_jobs.job_card.full_time
Zelis is modernizing the healthcare financial experience across payers, providers, and healthcare consumers.We serve more than 750 payers, including the top five national health plans, regional hea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Service Intern

Client Service Intern

FM GlobalParsippany, NJ, US
serp_jobs.job_card.full_time
Underwriting And Engineering Intern.FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk mana...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Service Representative

Client Service Representative

Banfield Pet HospitalBrooklyn, NY, US
serp_jobs.job_card.full_time
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets),...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Part Time Customer Advocate

Part Time Customer Advocate

CarvanaGarden City, NY, US
serp_jobs.job_card.part_time
We're looking for Customer Advocates with at least 2 years of customer-facing experience to build an exciting career at Carvana - the fastest-growing used automotive retailer in U.Whether it...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
CLIENT SERVICES REPRESENTATIVE

CLIENT SERVICES REPRESENTATIVE

City of New YorkBrooklyn, NY, US
serp_jobs.job_card.permanent
Client Services Representative.Applicants must be permanent in the clerical associate civil service title.Family Independence Administration (FIA) provides temporary help to individuals and familie...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
FID, BCU - Client Risk, Associate

FID, BCU - Client Risk, Associate

Morgan StanleyNew York, NY, US
serp_jobs.job_card.full_time
Morgan Stanley Fixed Income Division Opportunity.Morgan Stanley is a leading global financial services firm providing a wide range of Investment Banking, Securities, Investment Management and Wealt...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Services Representative

Client Services Representative

SaksNew York, NY, US
serp_jobs.job_card.full_time
As the Style Advisor, you are an exceptional salesperson who provides outstanding customer service, excels in developing strong, long-lasting client relationships and succeeds at increasing sales v...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Service Representative

Client Service Representative

SecuritasNew York, NY, US
serp_jobs.job_card.full_time
We help make your world a safer place.Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We are located in 47 countries and have 355,000 ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Executive

Client Executive

Munich RENew York, NY, United States
serp_jobs.job_card.full_time
Hartford, United States; Atlanta, United States; Chicago, United States; New York, United States; Philadelphia, United States. .Open to all HSB / Munich Re Offices + Remote Options.About Hartford Stea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Service Advisor (New York)

Client Service Advisor (New York)

24 Seven TalentNew York, NY, US
serp_jobs.job_card.part_time
Mid-January, potential for extension.Must have open availability to work including holidays.Deliver an elevated customer experience across phone, email, and chat. Convert inquiries into sales while ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Member Services Representative

Member Services Representative

VirtualVocationsPaterson, New Jersey, United States
serp_jobs.job_card.full_time
A company is looking for a Member Services Representative.Key Responsibilities Handle a high volume of complex inbound calls and provide accurate information to customers Guide customers through...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Service Representative, Heart of Chelsea, New York

Client Service Representative, Heart of Chelsea, New York

SuvetoNew York, NY, US
serp_jobs.job_card.full_time
Full-time Client Services Representative.Heart of Chelsea veterinary Group, part of the Suveto network of hospitals, takes great pride in the care we provide for all pets and their families who ent...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Strategic Client Executive - TPA

Strategic Client Executive - TPA

Zelis Healthcare, LLCMorristown, NJ, United States
serp_jobs.job_card.full_time
Zelis is modernizing the healthcare financial experience across payers, providers, and healthcare consumers.We serve more than 750 payers, including the top five national health plans, regional hea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Associate

Client Associate

Neuberger BermanNew York, NY, US
serp_jobs.job_card.full_time
High-Net-Worth Client Service Representative.Serve as a primary point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Services Representative

Client Services Representative

Platinum FilingsValley Stream, NY, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
Client Service Representative Location : .Valley Stream, NY office About Platinum Filings : Platinum Filings is a global leader in due diligence, corporate, and compliance services for industry p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Services Representative - New AccountsChicago, IL

Client Services Representative - New AccountsChicago, IL

Interactive BrokersOld Greenwich, CT, US
serp_jobs.job_card.full_time
Client Services Representative - New Accounts.Interactive Brokers Group, Inc.Nasdaq : IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Service Representative

Client Service Representative

VCA Animal HospitalsMadison, NJ, US
serp_jobs.job_card.part_time
Client Service Representative Wanted!.Experience Preferred | Part-time | Nights & Rotating Weekends Required.IF YOU CANNOT WORK WEEKENDS, PLEASE DO NOT APPLY •. Location : 300 Main Street, Suite 53, M...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Service Representative (NYC) - Bilingual Japanese

Client Service Representative (NYC) - Bilingual Japanese

BizTek PeopleNew York, NY, US
serp_jobs.job_card.full_time
International Banking Organization Seeks Bilingual Japanese Client Service Representative At Transaction Banking Department. The position is responsible for addressing customer inquiries on cash man...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Service Representative I SSL

Client Service Representative I SSL

Reliance Standard Life Insurance CompanyNew York, NY, US
serp_jobs.job_card.full_time
Job Responsibilities and Requirements.This role serves as the main contact for the client / policyholder and agent / broker for ongoing service and is their resource for plan structure, renewal questio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Seasonal Client Service Advisor

Seasonal Client Service Advisor

24 Seven TalentNew York, NY, US
serp_jobs.job_card.full_time
Mid-January, potential for extension.Must have open availability to work including holidays.Deliver an elevated customer experience across phone, email, and chat. Convert inquiries into sales while ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days