Client and Operations Associate

1 month ago


Columbia, United States FIG Talent Solutions Full time

Client and Operations Associate

The Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team, and Carriers. They are the point of contact for Clients, and a liaison between Client and Advisor relations.

DUTIES AND RESPONSIBILITES

-Support Advisor in serving clients.

-Maintain the Advisor's calendar at all times.

-Book all appointments for the Advisor.

-Scrub the files after all appointments are completed by the Advisor.

-Oversee and manage all follow up with the Advisor, paraplanner, and/or clients for the next steps.

-Prepare for upcoming client appointments.

-Work with the paraplanner to have all file prep ready in a timely and thorough manner.

-Ensure that all files are complete and accurate for client meetings.

-Provide exceptional client care while receiving and responding to client requests.

-Open new client accounts, process account applications, and manage monetary transfers.

-Receive and respond to client service requests each day, and in a timely manner.

-Maintain client and document files both in hard copy and electronically, as defined by company policies.

-Produce weekly reporting to the Advisor, and to the supervisor as needed.

-Participate in Operational meetings to help with systems and to educate team about clients

with open communication.

-Update Policies & Procedures on an on-going basis as needed, and INFORM the OPs Team during weekly meetings of updates, changes and revisions of Policies & Procedures.

-Answer client care calls, returning voicemails and emails same day, if possible, or within 24 hours.

QUALIFICATIONS FOR THE JOB

Education:

Bachelor's Degree preferred, but not required.

Experience:

Three years of industry experience required.

Other:

-Must have and present a professional appearance, demeanor, and positive and friendly attitude.

-Must be exceptionally organized.

-Must be willing and assertive in finding staff to assist in moments where work is all caught up.

-Must be able to take direction from leadership with a good attitude.

-Must be a self-starter and team player.

-Must be able to multi-task while paying careful attention to all details.

-Must be sensitive, professional, and compassionate when interacting with clients and /or confidential client information.

-Must have excellent verbal skills.

KEY COMPETENCIES

Strong computer skills, proficiency in Microsoft Office applications, and ability to learn new software easily. Must be capable of learning the Company's CRM.



  • Columbia, United States FIG Talent Solutions Full time

    Client and Operations AssociateThe Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team,...


  • Columbia, United States FIG Talent Solutions Full time

    Client and Operations AssociateThe Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team,...


  • Columbia, South Carolina, United States City of Columbia Full time

    CLIENT SERVICES ASSOCIATE (PART TIME) - CITY OF COLUMBIAPOSITION OVERVIEWThis role is pivotal in fostering customer engagement at the City of Columbia; it involves providing membership details and conducting tours for both existing and prospective clients. The associate will manage financial transactions, oversee registrations, and ensure the daily...


  • Columbia, Missouri, United States Stifel Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors with the opening and maintenance of client accounts and records.Key ResponsibilitiesClient Account Management: Assist Financial Advisors with...


  • Columbia, Missouri, United States Stifel Financial Full time

    Job SummaryThe Registered Client Service Associate plays a vital role in supporting the Financial Advisors at Stifel Financial by providing exceptional administrative support and customer service to clients. This position requires a high level of organization, attention to detail, and effective communication skills.Key ResponsibilitiesClient Account...


  • Columbia, United States Novatech Inc. Full time

    Job DescriptionJob DescriptionCarolina Business Equipment, a Novatech, Inc. company, is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. We are growing nationwide and expanding into new markets across the US. This growth has created additional opportunities for...


  • Columbia, Missouri, United States Goldschmitt and Associates LLC Full time

    Client Support Specialist (DL)Goldschmitt and Associates LLC is a Service Disabled Veteran Owned Small Business based in Reston, VA, dedicated to delivering exceptional support services. We are currently looking for Client Support Specialists to join our team, providing essential contact center assistance for a prominent federal contract in the student loan...


  • Columbia, South Carolina, United States The Glass Guru of Columbia Full time

    Position: Accounts Receivable Coordinator at The Glass Guru of ColumbiaAt The Glass Guru of Columbia, we prioritize exceptional customer support. We are looking for dedicated individuals who are committed to providing outstanding service.Key Responsibilities:Conduct collection calls on overdue accountsHandle incoming phone inquiries promptly during...


  • Columbia, United States TalentWealth Full time

    TalentWealth Recruiting , a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent wealth management firm with over $200MM AUM based in Columbia, MD is hiring for a Senior Client Service Associate with experience in all areas of client and advisor support to join a successful and growing wealth management...


  • Columbia, South Carolina, United States The Glass Guru of Columbia Full time

    Position: Accounts Receivable Agent at The Glass Guru of ColumbiaAt The Glass Guru of Columbia, we prioritize exceptional customer interactions. We are looking for dedicated individuals who are committed to enhancing our customer experience.Key Responsibilities:Conduct outreach for overdue payments on invoicesHandle incoming calls efficiently during...


  • Columbia, United States TalentWealth Full time

    TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent wealth management firm with over $200MM AUM based in Columbia, MD is hiring for a Senior Client Service Associate with experience in all areas of client and advisor support to join a successful and growing wealth management...


  • Columbia, United States TalentWealth Full time

    TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent wealth management firm with over $200MM AUM based in Columbia, MD is hiring for a Senior Client Service Associate with experience in all areas of client and advisor support to join a successful and growing wealth management...


  • Columbia, United States Athlon Advisors Llc Full time $50,000 - $55,000

    Job DescriptionJob DescriptionAthlon Advisors is an independent investment management and strategic advisory firm.  We help manage every aspect of our client’s financial life, guiding them throughout the process and then partnering with them to help them make well-informed financial decisions. We are seeking a highly energized, detail oriented and...


  • Columbia, United States Athlon Advisors Llc Full time $50,000 - $55,000

    Job DescriptionJob DescriptionAthlon Advisors is an independent investment management and strategic advisory firm. We help manage every aspect of our clients financial life, guiding them throughout the process and then partnering with them to help them make well-informed financial decisions. We are seeking a highly energized, detail oriented and organized...

  • Operations Associate

    1 month ago


    Columbia, United States Sephora Full time

    Job ID: 252113Store Name/Number: MD-Columbia Mall (0458)Address: 10300 Little Patuxent Parkway, Columbia, MD 21044, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: FlexPosition Type: RegularYour role at Sephora: As an Operations Associate, you'll thrive in a dynamic, fast-paced environment. This role is about ensuring a smooth...

  • Operations Associate

    2 months ago


    Columbia, United States Sephora Full time

    Job ID: 251881Store Name/Number: SC-Trenholm Plaza (1934)Address: 4840 Forest Drive Space #100, Columbia, SC 29206, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: FlexPosition Type: RegularYour role at Sephora: As an Operations Associate, you'll thrive in a dynamic, fast-paced environment. This role is about ensuring a smooth...

  • Operations Associate

    2 months ago


    Columbia, United States Sephora Full time

    Job ID: 251881Store Name/Number: SC-Trenholm Plaza (1934)Address: 4840 Forest Drive Space #100, Columbia, SC 29206, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: FlexPosition Type: RegularYour role at Sephora: As an Operations Associate, you'll thrive in a dynamic, fast-paced environment. This role is about ensuring a smooth...


  • Columbia, Missouri, United States The Columbia Safety & Supply Family of Companies Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Part-Time Warehouse Associate to join our team at The Columbia Safety & Supply Family of Companies. As a key member of our warehouse operations team, you will play a critical role in ensuring the efficient and effective management of our inventory and shipping processes.Key ResponsibilitiesPick...

  • Sales Associate

    2 months ago


    Columbia, United States Hand and Stone Full time

    Benefits: 401(k) 401(k) matching Competitive salary Dental insurance Employee discounts Flexible schedule Free uniforms Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Do people often refer to you as energetic or outgoing? Are you a driven individual who is motivated by success? Do you have a passion for...


  • Columbia, United States Teleperformance USA Full time

    Category : Customer Service/Support About TP Teleperformance is a global, digital business services company. We deliver the most advanced, digitally powered business services to help the world’s best brands streamline their business in meaningful and sustainable ways.  With more than 500,000 inspired and passionate people speaking more than 300...