Talent.com
New Jersey Licensed Client Service Associate

New Jersey Licensed Client Service Associate

VirtualVocationsBaton Rouge, Louisiana, 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 • Baton Rouge, Louisiana, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Tax Director- Private Client Services (PCS)

Tax Director- Private Client Services (PCS)

EisnerAmperDonaldsonville, LA, United States
serp_jobs.job_card.full_time
At EisnerAmper, we look for individuals who welcome.EisnerAmper experience is one-of-a-kind.We are seeking a Tax Director for our Private Client Services (PCS) team in our Baton Rouge, Louisiana lo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Associate

Tax Associate

IntuitBaton Rouge, LA, US
serp_jobs.job_card.full_time
Overview 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 ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Tax Associate - Local

Tax Associate - Local

IntuitBRITTANY, LA, 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
Customer Service Associate I

Customer Service Associate I

Dollar TreeGonzales, LA, 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 - 2+ Yrs Paid Tax Experience Required

Tax Associate - 2+ Yrs Paid Tax Experience Required

IntuitGREENWELL SPRINGS, LA, 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
customer service associate 1

customer service associate 1

Dollar TreeNew Iberia, LA, 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_variable_days
  • serp_jobs.job_card.promoted
Customer Service Associate - Temporary

Customer Service Associate - Temporary

WalgreensGonzales, LA, 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_1_day
  • serp_jobs.job_card.promoted
Tax Associate - Onsite

Tax Associate - Onsite

IntuitBaton Rouge, LA, 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
Associate Dentist

Associate Dentist

Taylor Dental & Braces - a Benevis companyLivonia, LA, USA
serp_jobs.job_card.full_time
Associate Dentist at Taylor Dental & Braces - a Benevis company summary : .As an Associate Dentist at Benevis, you will provide high-quality dental care primarily to children while supporting a missi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Partner- Private Client Services (PCS)

Tax Partner- Private Client Services (PCS)

EisnerAmperDonaldsonville, LA, United States
serp_jobs.job_card.full_time
At EisnerAmper, we look for individuals who welcome.EisnerAmper experience is one-of-a-kind.We are seeking a Tax Partner for our Private Client Services (PCS) team in our Baton Rouge, Louisiana loc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Services Tech 1

Client Services Tech 1

Pace Analytical Services, LLCBaton Rouge, LA, United States
serp_jobs.job_card.full_time
Monday through Friday, 9 : 00 AM - 6 : 00 PM.Are you ready to work making the world a safer, healthier place? Join our mission to continuously move science forward. to innovate and advance all aspects ...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 DollarZachary, LA, US
serp_jobs.job_card.part_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
Work From Home - Client Services Associate

Work From Home - Client Services Associate

AO Garcia AgencyGonzales, Louisiana, United States, 70737
serp_jobs.filters.remote
serp_jobs.job_card.full_time
Step into our legacy of serving working class families since 1951, providing life, accident, and supplemental health products to safeguard members of labor unions, credit unions, associations, and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Customer Service Associate

Customer Service Associate

Raising Cane'sGreenwell Springs, LA, US
serp_jobs.job_card.full_time
As an important part of our team, Customer Service Associates impact all areas of the customer experience.As the name suggests, your main priority is to provide great customer service.In this role,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Tax Associate - Financial Services (Hybrid)

Senior Tax Associate - Financial Services (Hybrid)

EisnerAmperBaton Rouge, LA, United States
serp_jobs.job_card.full_time
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Customer Service Associate

Customer Service Associate

WalgreensBaton Rouge, LA, US
serp_jobs.job_card.full_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
  • serp_jobs.job_card.new
Tax Filer - 2+ Yrs Paid Tax Experience Required

Tax Filer - 2+ Yrs Paid Tax Experience Required

IntuitJARREAU, LA, 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
Client Support Associate

Client Support Associate

Jackson HewittZachary, LA, US
serp_jobs.job_card.full_time +1
Seasonal Client Support Associate.We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relat...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

IntuitPRAIRIEVILLE, LA, 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
Seasonal Tax Associate - Local

Seasonal Tax Associate - Local

IntuitBAKER, LA, 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_30