Talent.com
New Jersey Licensed Client Service Associate

New Jersey Licensed Client Service Associate

VirtualVocationsMadison, Wisconsin, 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 • Madison, Wisconsin, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Licensed Clinical Therapist (LCSW, LPC, LMFT)

Licensed Clinical Therapist (LCSW, LPC, LMFT)

LifeStance HealthWaterloo, WI, US
serp_jobs.job_card.full_time +1
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Associate

Tax Associate

IntuitBeloit, WI, 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 Representative

Client Service Representative

BestpassMadison, WI, US
serp_jobs.job_card.full_time
Under general supervision, provide excellent service to the organization's customers by staying on top of compliance standards and regulations and keeping carriers up to date and compliant through ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Services Representative, Core Tax Services

Client Services Representative, Core Tax Services

BDO USAMadison, WI, US
serp_jobs.job_card.full_time
Client Services Representative.Job Summary : The Client Services Representative, Core Tax Services is responsible for assisting the Core Tax Services team in servicing all clients to include organiz...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Customer Service Associate

Customer Service Associate

WalgreensMadison, WI, US
serp_jobs.job_card.part_time
Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.Eng...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Service Consultant, PC

Client Service Consultant, PC

Holmes MurphyMadison, WI, US
serp_jobs.job_card.full_time
We are looking to add a Client Service Consultant to join our Property Casualty team in Madison, WI.Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Associate - Onsite

Tax Associate - Onsite

IntuitCambridge, WI, 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
  • serp_jobs.job_card.new
Deliver with Uber Eats

Deliver with Uber Eats

Uber eatsMonticello, WI, US
serp_jobs.job_card.full_time +1
Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • 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

IntuitWINDSOR, WI, 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
Technology Transactions & Privacy - Associate Attorney - Junior to Midlevel

Technology Transactions & Privacy - Associate Attorney - Junior to Midlevel

Mosaic RecruitsMadison, WI, US
serp_jobs.job_card.full_time
Technology Transactions & Privacy - Associate Attorney.New York, NY, Palo Alto, CA, Los Angeles, CA, Anchorage, AK, San Francisco, CA, Chicago, IL, Washington, D. San Diego, CA, Portland, OR, Ph...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Flexible Schedule - Deliver with Uber Eats

Flexible Schedule - Deliver with Uber Eats

Uber eatsMarshall, WI, US
serp_jobs.job_card.full_time +1
Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Deliver with Uber on your schedule

Deliver with Uber on your schedule

Uber eatsNew Glarus, WI, US
serp_jobs.job_card.full_time +1
Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Client Service Associate

Client Service Associate

Jackson HewittClinton, WI, 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
Financial Client Associate

Financial Client Associate

Benjamin F Edwards & CoMadison, WI, US
serp_jobs.job_card.full_time
The Financial Client Associate is a critical teammate in providing exceptional service and support to a Financial Advisor or team of Advisors and clients ensuring that all client’s needs are ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Senior Associate- Client Accounting Services, Real Estate

Senior Associate- Client Accounting Services, Real Estate

Baker Tilly Advisory Group, LPUSA, Wisconsin, Madison
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
Associate, Private Equity Fund Services

Associate, Private Equity Fund Services

Baker Tilly Advisory Group, LPUSA, Wisconsin, Madison
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
  • serp_jobs.job_card.new
Deliver with Uber - Flexible Gig

Deliver with Uber - Flexible Gig

Uber eatsPrairie du Sac, WI, US
serp_jobs.job_card.full_time +1
Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Tax Associate - 2+ Yrs Paid Tax Experience Required

Tax Associate - 2+ Yrs Paid Tax Experience Required

IntuitBeloit, WI, 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
  • serp_jobs.job_card.new
Lending Client Coordinator

Lending Client Coordinator

Compeer FinancialSun Prairie, WI, United States
serp_jobs.job_card.full_time
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin.We bring together team members with a variety of backgrounds and experiences to help provide financial s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Financial Services Associate I

Financial Services Associate I

CBI Bank & TrustBeloit, WI, US
serp_jobs.job_card.full_time
Will process customer transactions in a timely, accurate manner, adhering to established Bank regulations, policies and procedures. Will assist customers on the phone and in person.Candidate must be...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30