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
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 Services Associate II
A company is looking for a Client Services Associate II to provide exceptional support to customers and internal teams. ...
Client Services Associate
Veritext is the global leader in legal litigation and deposition solutions providing the most skilled court reporters, advanced technology and unparalleled service to help our clients achieve successful outcomes anytime and anywhere!. Providing our clients with exceptional service is the foundation ...
Client Services Associate
A company is looking for an Associate, Client Services to manage client accounts and enhance customer experience in the crypto and Web3 space. ...
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...
Client Service Associate (Sandy, UT)
Business Overview:Are you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to work with, learn from and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions team is seeking a Client...
Equity Client Service Group - Associate
We're seeking someone to join our team as an Equity Client Service Group Associate to manage a selection of client accounts dealing with Global Equity based products. As the first point of contact for the client and sales desk it is important that we build good relationships and provide an excellent...
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)
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the...
Client Services and Sales Solution | Associate | Salt Lake City, Utah
From executing trades to answering client questions on accounts, portfolios and records, we believe in delivering world-class services to our thousands of clients and customers. Client Experience Operations manages key client relationships to enhance the client experience front to back. Proficient t...