Current jobs related to Registered Client Service Associate - Austin - TalentWealth

  • Client Service Associate

    2 days ago

    Austin, Texas, United States Cerity Partners Full time

    About the RoleCerity Partners is seeking a highly skilled Client Service Associate to join our team. As a key member of our Client Service team, you will play a critical role in delivering exceptional client experiences and supporting our endowment and foundation clients.Key ResponsibilitiesGenerate high-quality presentation materials for client meetings,...

  • Client Service Associate

    1 week ago

    Austin, Texas, United States Cerity Partners Full time

    About the RoleCerity Partners is seeking a highly skilled Client Service Associate to join our team. As a key member of our Client Service team, you will play a critical role in supporting our endowment and foundation clients, as well as senior members of our Client Service team.Key ResponsibilitiesClient Support: Provide exceptional support to our clients,...

  • Client Services Associate

    2 months ago

    Austin, United States SPS North America Inc Full time

    Job Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail,...

  • Client Services Associate

    2 weeks ago

    Austin, Texas, United States SPS North America Inc Full time

    Job Title: Client Services Associate**Job Summary:**We are seeking a highly organized and detail-oriented Client Services Associate to join our team at SPS North America Inc. As a Client Services Associate, you will be responsible for providing exceptional office and mail services, delivering operational functions in various areas, including mail processing,...

  • Client Service Associate

    3 days ago

    Austin, United States BankTalent HQ Full time

    At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn‘t just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who...

  • Client Service Representative

    7 days ago

    Austin, Texas, United States Corporation Service Company Full time

    {"title": "Client Service Representative", "description": "About the RoleWe are seeking a highly skilled Client Service Representative to join our team. As a Client Service Representative, you will be responsible for providing exceptional service to our clients, building strong relationships, and delivering solutions that meet their unique needs.Key...

  • Client Service Liaison

    1 week ago

    Austin, Texas, United States Corporation Service Company Full time

    About the Role:We are seeking a highly skilled Client Service Representative to join our team at Corporation Service Company. As a key member of our Annual Reports Preparation & File team, you will be responsible for delivering exceptional service to our clients.Key Responsibilities:Provide top-notch customer service to clients via phone, email, and...

  • Client Service Representative

    1 week ago

    Austin, Texas, United States Cerity Partners Full time

    About the RoleCerity Partners is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in supporting our endowment and foundation clients, as well as senior members of our Client Service team.Key ResponsibilitiesClient Support: Provide exceptional support to clients, responding to...

  • Client Service Financial Associate

    3 weeks ago

    Austin, Texas, United States Kestra Financial Independent Advisor Full time

    We are a dedicated financial services team seeking an in-person team member to enhance our operations. The Financial Planner Associate role is essential for client service, reporting directly to the Financial Professional, and plays a pivotal role in optimizing the FinPro's time. This position requires exceptional customer service and problem-solving...

  • Client Services Associate

    3 weeks ago

    Austin, Texas, United States Sunflower Financial Inc. Full time

    Position Overview:Sunflower Financial Inc. is seeking a dynamic and motivated individual to join our team as a Customer Engagement Banker. This role is essential in delivering exceptional customer service and fostering relationships with clients.Key Responsibilities:Provide comprehensive banking services with a strong emphasis on customer satisfaction and...

  • Client Services Associate II

    3 weeks ago

    Austin, Texas, United States National Western Full time

    Position OverviewAs a Client Services Representative II, you will operate under limited supervision, addressing inquiries from policyholders and agents with professionalism and efficiency.Key Responsibilities- Process updates for beneficiary changes, address modifications, and requests for forms into the database.- Manage policy provisions, alterations,...

  • Client Service Representative

    2 weeks ago

    Austin, United States Corporation Service Company Full time

    Client Service Representative Austin, TX (Onsite) Monday - Friday, 9:00 am-6:00 pm Are you passionate about delivering exceptional service? Us too. Were hiring a Client Service Representative for our Annual Reports Preparation & File team. Youll wo Client Service, Representative, Reports, Service, Business, Client, Retail, Business Services

  • Client Service Representative

    2 weeks ago

    Austin, United States Corporation Service Company Full time

    Job DescriptionClient Service RepresentativeAustin, TX (Onsite)Monday - Friday, 9:00am-6:00pmAre you passionate about delivering exceptional service? Us too.We're hiring a Client Service Representative for our Annual Reports Preparation & File team. You'll work directly with our clients (other companies) and teams at CSC to provide solutions that help their...

  • Client Relationship Associate

    7 days ago

    Austin, Texas, United States Brown Advisory Full time

    Job Title: Private Client Relationship AssociateBrown Advisory is seeking a highly skilled and detail-oriented Private Client Relationship Associate to join our team. As a key member of our Private Client Service team, you will be responsible for delivering exceptional client service and support to our high net worth clients.Key Responsibilities:Partner with...

  • Client Service Representative

    1 week ago

    Austin, United States Corporation Service Company Full time

    Job DescriptionClient Service RepresentativeAustin, TX (Onsite)Monday - Friday, 9:00am-6:00pmAre you passionate about delivering exceptional service? Us too. We're hiring a Client Service Representative for our Annual Reports Preparation & File team. You'll work directly with our clients (other companies) and teams at CSC to provide solutions that help their...

  • Associate Client Order Coordinator

    1 week ago

    Austin, United States Corporation Service Company Full time

    Job DescriptionReady to change how business gets done? So are we.Client Order Coordinator (Document Processor)On-SiteAustin, TXMonday-Friday 8:30am-5:30pmIf you've worked in the retail, hospitality, or restaurant industries, you know what it takes to keep customers happy and satisfied. The skills developed in those settings are can be easily transferred to...

  • Client Service Associate

    1 week ago

    Austin, Texas, United States Enterprise Holdings Full time

    Position Overview:Enterprise Holdings is seeking a dedicated Customer Experience Representative (CXR) to enhance our customer service team. This role is essential in ensuring a seamless rental experience for our clients, focusing on delivering exceptional service and support.Key Responsibilities:As a Customer Experience Representative, your duties will...

  • Associate Client Order Coordinator

    1 week ago

    Austin, United States Corporation Service Company Full time

    Job DescriptionReady to change how business gets done? So are we.Client Order Coordinator (Document Processor)On-SiteAustin, TXMonday-Friday 8:30am-5:30pm If you've worked in the retail, hospitality, or restaurant industries, you know what it takes to keep customers happy and satisfied. The skills developed in those settings are can be easily transferred to...

  • Senior Client Associate

    20 hours ago

    Austin, Texas, United States Gallagher Full time

    About the RoleWe are seeking a highly skilled and motivated Senior Client Associate to join our team at Gallagher Benefit Services. As a key member of our team, you will be responsible for delivering exceptional client service and support to our internal and external clients.Key ResponsibilitiesAssist with the Branch's overall workflow processes and provide...

  • Client Solutions Associate

    2 weeks ago

    Austin, Texas, United States GLG Full time

    About the RoleWe are seeking recent graduates with a strong passion for client service to join our healthcare-focused teams as an Associate in our office. As an Associate, you will play a critical role in driving our business forward and delivering exceptional client experiences.Key ResponsibilitiesSupport team members on client projects and expert...

Registered Client Service Associate

4 months ago

Austin, United States TalentWealth Full time

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Austin, TX is seeking an experienced and exceptionally sharp, motivated, and detail-oriented Registered Client Service Associate to join their team to provide proactive in-office support to financial advisors and assist with efficient, quality client service in a boutique office environment.


Job Summary:

Under general supervision, uses advanced skills gained through training and experience to provide proactive support to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision-making responsibility. Extensive contact with internal and external clients to resolve most questions and problems and refer new or unusual issues to a higher level.


Essential Duties and Responsibilities:

  • Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries and providing quotes.
  • Solicits and receives orders from the Financial Advisor.
  • May enter unsolicited trades at the direction of the Financial Advisor.
  • May service less active accounts.
  • Researches client and security information through the back office system.
  • Processes and follows up on client documentation for proper maintenance of accounts.
  • Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting new clients.
  • Creates and maintains records and files.
  • Ensures required client paperwork is current with firm and industry requirements, rules, and regulations.
  • Maintains databases and creates reports using portfolio software programs.
  • Assists Financial Advisors with marketing efforts including seminars, etc.
  • Receives and processes securities.
  • Participates in and receives cross-training, as well as assists with other operational functions as required.
  • Performs other duties and responsibilities as assigned.


Qualifications:

  • Company’s working structure, policies, mission, and strategies.
  • General office practices, procedures, and methods.
  • Investment concepts, practices, and procedures used in the securities industry.
  • Financial markets and products.
  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
  • Analyzing to be able to research account information.
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
  • Handle stressful situations and provide a high level of customer service calmly and professionally.
  • Please use the appropriate interpersonal styles and communicate with all organizational levels effectively, both orally and in writing.
  • Use mathematics sufficient to process account and transaction information.
  • Work independently.
  • Provide a high level of customer service.


Educational/License Requirements:

  • 4-year degree preferred
  • Series 7 and Series 63, 65, and/or 66