Current jobs related to Senior Client Service Associate - Columbia - TalentWealth

  • Client Services Associate

    2 months ago

    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...

  • Client Service Associate

    3 weeks ago

    Columbia, South Carolina, United States Raymond James Financial, Inc. Full time

    Job SummaryRaymond James Financial, Inc. is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a key member of our financial services team, you will provide high-quality administrative support to financial advisors, clients, and branch staff.Key ResponsibilitiesProvide exceptional client service through phone, email,...

  • Client Service Associate

    4 weeks ago

    Columbia, United States Stifel Financial Full time

    Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties...

  • Client Service Associate

    4 days ago

    Columbia, United States Stifel Full time

    The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and...

  • Client Service Associate

    1 month ago

    Columbia, Missouri, United States Stifel Financial Full time

    Job SummaryThe Client Service Associate plays a vital role in supporting the Financial Advisor in the daily administration of their business. This includes opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork.Key ResponsibilitiesPerform clerical functions related to opening client accounts...

  • Client Services Associate

    2 weeks 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...

  • Client Services Associate

    3 weeks ago

    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,...

  • Client Services Associate

    1 week ago

    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,...

  • Client Service Associate

    3 weeks ago

    Columbia, Missouri, United States Stifel Financial Full time

    Job SummaryThe Client Service Associate plays a vital role in supporting the Financial Advisor in the daily administration of their business. This includes opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork.Key ResponsibilitiesPerform clerical functions related to opening client accounts...

  • Healthcare Client Care Coordinator

    4 weeks ago

    Columbia, South Carolina, United States RetireEASE Senior Services Full time

    Job Title: Healthcare Client Care CoordinatorWe are seeking a highly skilled and compassionate Healthcare Client Care Coordinator to join our team at RetireEASE Senior Services. As a key member of our team, you will be responsible for providing exceptional client care and support to our seniors and their families.Key Responsibilities:Serve as the primary...

  • Client Service Associate

    1 month ago

    Columbia, Missouri, United States Stifel Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our operations team, you will provide exceptional support to our financial advisors and clients, ensuring seamless account opening and maintenance processes.Key ResponsibilitiesAssist financial advisors with...

  • Senior Tax Associate

    4 weeks ago

    Columbia, South Carolina, United States Jobot Full time

    Job Title: Senior Tax AssociateWe are seeking a highly skilled and experienced Senior Tax Associate to join our team at Jobot. As a Senior Tax Associate, you will be responsible for providing tax planning and preparation services to our clients.About the Role:Provide tax planning and preparation services to clientsConduct tax research and stay up-to-date on...

  • Registered Client Service Associate

    3 weeks ago

    Columbia, United States Stifel Financial Full time

    Description Summary The Registered Client Service Associate assists one or more Financial Advisors with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for Financial Advisor...

  • Harmony Senior Services Director

    1 day ago

    Columbia, South Carolina, United States Harmony Senior Services Full time

    Harmony Senior Services Director Job DescriptionAbout the Role:The Harmony Senior Services Director is responsible for overseeing the day-to-day operations of our Harmony Square neighborhood. This includes ensuring non-clinical compliance with community standards and state regulations. The Director actively manages resident safety, behavior expressions,...

  • Registered Client Service Associate

    4 weeks ago

    Columbia, United States Stifel Financial Full time

    Summary The Registered Client Service Associate assists one or more Financial Advisors with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for Financial Advisor...

  • Senior Client Services Representative

    1 month ago

    West Columbia, United States BlueCross BlueShield of South Carolina Full time

    Responsible for responding to routine Medicare Advantage inquiries. Identifies incorrectly processed Medicare claims and completes adjustments and related reprocessing actions. Reviews and adjudicates Medicare claims and/or non-medical appeals. Deter Client Service, Representative, Processing, Senior, Claims, Customer Service, Retail, Healthcare

  • Brokerage Client Service Associate

    1 month ago

    Columbia, United States Truist Financial Corporation Full time

    This in an in-office position. The location is 10500 Little Patuxent Parkway, Columbia, Maryland. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development Client Service, Brokerage, Financial Advisor, Associate, Broker, Business Development, Retail

  • Client Services Associate

    1 month ago

    West 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...

  • Client Service Coordinator

    4 weeks ago

    Columbia, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are offering a short term contract employment opportunity for a Client Service Coordinator - Associate in the Investment Advisory industry, based in Columbia, MD. The role primarily involves administrative support and client service coordination duties, and requires individuals with a strong customer orientation and an...

  • Senior Tax Associate

    4 weeks ago

    Columbia, Maryland, United States Relevante Full time

    Job OpportunityWe are seeking a highly skilled Senior Tax Associate to join our team at a reputable CPA firm in Columbia, MD. As a Senior Tax Associate, you will be responsible for providing expert tax services to clients, including tax planning, preparation, and representation.Key Responsibilities:Provide tax planning and preparation services to clients,...

Senior Client Service Associate

3 months ago

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 firm.


Some of the responsibilities would be:

  • Manage all client inquiries and ad hoc requests such as account information, reporting, check request, wire/fund transfers and other account services requests.
  • Work closely with the financial advisors to help them prepare for client meetings and ensuring that they have the most relevant information
  • Complete all tasks related to the opening of new accounts, the transfer of accounts and closed account processing for the advisor's client base
  • Coordinate and process all paperwork as needed for accounts and client relationship
  • Maintain all client information and account records according to our electronic archiving procedure
  • Document all client servicing activities on our portfolio management system according to firm procedures


Requirements

  • Bachelor’s degree
  • Finra Series 7, 66 preferred
  • 5+ years of experience in client service with an RIA or financial advisory practice
  • Knowledge of the financial services and investments industry
  • Polished and organized
  • Excellent verbal and written communication is required
  • Attention to detail and ability to multitask
  • Strong initiative and work ethic, and an ability to work both within a team and on a self-directed basis
  • Ability and willingness to work additional hours if necessary to complete core responsibilities



This practice offers competitive compensation and benefits, an inviting work culture, and opportunities for career growth.