Talent.com
New Jersey Licensed Client Service Associate

New Jersey Licensed Client Service Associate

VirtualVocationsFayetteville, North Carolina, 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 • Fayetteville, North Carolina, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Licensing Associate - Regulatory

Licensing Associate - Regulatory

VirtualVocationsFayetteville, North Carolina, United States
serp_jobs.job_card.full_time
A company is looking for a Licensing Associate - Regulatory & International Licensing.Key Responsibilities Support the end-to-end process of obtaining and maintaining Money Transmitter Licenses (...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Licensed Associate Counsel

Licensed Associate Counsel

VirtualVocationsFayetteville, North Carolina, United States
serp_jobs.job_card.full_time
A company is looking for a Remote Associate Counsel to serve as the internal legal point of contact on emerging technologies and support various legal initiatives. Key Responsibilities Provide leg...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Utah Licensed Account Specialist

Utah Licensed Account Specialist

VirtualVocationsFayetteville, North Carolina, United States
serp_jobs.job_card.full_time
A company is looking for an Account Specialist, Collections.Key Responsibilities Service a portfolio of small and medium-sized business customer accounts through various contact methods to collec...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Florida Licensed Mortgage Loan Processor

Florida Licensed Mortgage Loan Processor

VirtualVocationsFayetteville, North Carolina, United States
serp_jobs.job_card.full_time
A company is looking for a Mortgage Loan Processor to manage a pipeline of loans from application to completion.Key Responsibilities Obtain and analyze necessary information to process mortgage a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Arizona Licensed Clinical Service Representative

Arizona Licensed Clinical Service Representative

VirtualVocationsFayetteville, North Carolina, United States
serp_jobs.job_card.full_time
A company is looking for a Clinical Service Representative who will provide professional phone assistance and support prior authorization processes. Key Responsibilities Handle inbound calls from ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Underwriting Associate

Underwriting Associate

VirtualVocationsFayetteville, North Carolina, United States
serp_jobs.job_card.full_time
A company is looking for an entry-level Underwriting Associate to support external clients' policy processing functions.Key Responsibilities Process Workers Compensation policies, binders, endors...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Litigation Counsel - WA Licensed

Litigation Counsel - WA Licensed

VirtualVocationsFayetteville, North Carolina, United States
serp_jobs.job_card.full_time
A company is looking for an Associate Counsel - Litigation.Key Responsibilities Provide legal and business counsel on disputes, litigation, and risk management Manage outside litigation counsel ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Service Associate

Client Service Associate

Jackson HewittPembroke, NC, 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_variable_days
  • serp_jobs.job_card.promoted
New York Licensed Financial Professional

New York Licensed Financial Professional

VirtualVocationsFayetteville, North Carolina, United States
serp_jobs.job_card.full_time
A company is looking for a Salaried Financial Professional- Premier Team.Key Responsibilities Establish and maintain relationships with clients through proactive communication Serve as a single ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Account Executive, Ohio Licensed

Account Executive, Ohio Licensed

VirtualVocationsFayetteville, North Carolina, United States
serp_jobs.job_card.full_time
A company is looking for an Account Executive, Enterprise Content Services.Key Responsibilities Identify potential areas of opportunity for customers and provide innovative solutions Lead and ef...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Gaming License Required Associate

Gaming License Required Associate

VirtualVocationsFayetteville, North Carolina, United States
serp_jobs.job_card.full_time
A company is looking for a Strategic Customer Initiatives Senior Associate.Key Responsibilities Configure and monitor alerts, Slack routing, and reporting for customer signals Validate, clean, a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Connecticut Licensed Mortgage Originator

Connecticut Licensed Mortgage Originator

VirtualVocationsFayetteville, North Carolina, United States
serp_jobs.job_card.full_time
A company is looking for a Residential Mortgage Loan Originator.Key Responsibilities Solicit and originate residential mortgage loans through an established book of business and COI network Main...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Senior Associate, Client Services

Senior Associate, Client Services

VirtualVocationsFayetteville, North Carolina, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Associate, CSA-3.Key Responsibilities Provide clients with account statements, balance inquiries, and various banking documents Facilitate account maintenance, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Client Services Associate

Client Services Associate

VirtualVocationsFayetteville, North Carolina, United States
serp_jobs.job_card.full_time
A company is looking for a Client Services Associate (Remote).Key Responsibilities Triage and answer inbound communication via phone, chat, e-fax, email, and portal messages Provide ordering sup...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
CPA Licensed Associate Director

CPA Licensed Associate Director

VirtualVocationsFayetteville, North Carolina, United States
serp_jobs.job_card.full_time
A company is looking for an Associate Director of Fulfillment (Tax, Bookkeeping, Payroll).Key Responsibilities : Support strategic vision and execution for the Service Delivery organization, foste...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Payments Counsel (State Licensed)

Payments Counsel (State Licensed)

VirtualVocationsFayetteville, North Carolina, United States
serp_jobs.job_card.full_time
A company is looking for a Payments Product Counsel.Key Responsibilities Serve as the Payments Subject Matter Expert for product launches involving digital currencies and related financial featur...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Texas Licensed Account Executive

Texas Licensed Account Executive

VirtualVocationsFayetteville, North Carolina, United States
serp_jobs.job_card.full_time
A company is looking for an Active Disclosure Account Executive.Key Responsibilities Develop and maintain a strong understanding of the ActiveDisclosure product line Prospect and qualify sales l...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Compliance Associate

Compliance Associate

VirtualVocationsFayetteville, North Carolina, United States
serp_jobs.job_card.full_time
A company is looking for a Compliance Associate to join their compliance team and contribute to organizational growth.Key Responsibilities Manage the comprehensive compliance program and liaise w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30