Client Service Associate

1 week ago


Avon, United States Kestra Financial Full time
This role will be involved with all aspects of a comprehensive financial planning team. Under direct supervision of the firm's founder and President, you will be tasked with providing our clients the best possible advice, great service, and an overall elevated experience with our team. The goal will be for this individual to become licensed and involved in some parts of the financial planning process.

This role will include administrative and operational activities, but it will also include financial planning work and direct interaction with clients. This could be an ideal fit for someone who is new to but passionate about the financial planning profession. This is not a sales or business development role.

Requirements

  • Bachelor's degree preferred
  • Outstanding written and oral communication skills
  • Highly organized with absolute attention to detail
  • Client-first attitude, creative thinker
  • Strong quantitative and analytical skills
  • Strong written communication skills
  • Ability to learn new technology systems
  • Proven ability to prioritize and handle multiple tasks efficiently
  • Self-motivated and demonstrated initiative
  • Strong computer skills with a proficiency in Microsoft Office and Outlook and efficient and effective at navigating the Internet and major social media platforms
  • Professional demeanor in handling all aspects of business
  • Ability to work courteously and respectfully with clients, co-workers, and vendors

Benefits

Starting salary $60,000 with incredible potential for growth, bonus pool target 5-10%, 401(k) with current match of 6%, access to health and ancillary benefits through a cost-share
  • Client Service Associate

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Avon, United States Kestra Financial Full time

    This role will be involved with all aspects of a comprehensive financial planning team. Under direct supervision of the firm's founder and President, you will be tasked with providing our clients the best possible advice, great service, and an overall elevated experience with our team. The goal will be for this individual to become licensed and involved in...


  • Avon, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionThis role will be involved with all aspects of a comprehensive financial planning team. Under direct supervision of the firm's founder and President, you will be tasked with providing our clients the best possible advice, great service, and an overall elevated experience with our team. The goal will be for this individual to...


  • Avon, United States Kestra Financial Independent Advisor Full time

    The Administrative Assistant (AA)/Client Service Associate (CSA) will work closely with the Director of Operations, providing administrative support and assisting with various office tasks. With direction, the AA/CSA will assist the team in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service...


  • Avon, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionThe Administrative Assistant (AA)/Client Service Associate (CSA) will work closely with the Director of Operations, providing administrative support and assisting with various office tasks. With direction, the AA/CSA will assist the team in many areas of our financial planning practice, including answering in-bound calls,...

  • Administrative Assistant/Client Service Associate

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Avon, United States Kestra Financial Full time

    The Administrative Assistant (AA)/Client Service Associate (CSA) will work closely with the Director of Operations, providing administrative support and assisting with various office tasks. With direction, the AA/CSA will assist the team in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service...

  • Client Service Associate

    Found in: Resume Library US A2 - 1 week ago


    Avon, Connecticut, United States Kestra Financial Independent Advisor Full time

    This role will be involved with all aspects of a comprehensive financial planning team. Under direct supervision of the firm's founder and President, you will be tasked with providing our clients the best possible advice, great service, and an overall elevated experience with our team. The goal will be for this individual to become licensed and involved in...

  • Administrative Assistant/Client Service Associate

    Found in: Resume Library US A2 - 1 week ago


    Avon, Connecticut, United States Kestra Financial Independent Advisor Full time

    The Administrative Assistant (AA)/Client Service Associate (CSA) will work closely with the Director of Operations, providing administrative support and assisting with various office tasks. With direction, the AA/CSA will assist the team in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service...


  • Avon, United States Care To Change LLC Full time

    Job DescriptionJob DescriptionOverall Summary of RoleThe Client Care Specialist is responsible for exceptional customer service during assigned business hours. This role includes answering client calls, scheduling sessions, and taking payment. This person is sometimes the first and last person our clients see and is therefore an important part of the client...


  • Avon, United States Care To Change LLC Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingCompetitive salaryPaid time offWellness resourcesOverall Summary of RoleThe Client Care Specialist is responsible for exceptional customer service during assigned business hours. This role includes answering client calls, scheduling sessions, and taking payment. This person is sometimes the first and last...

  • Spa Sales Associate

    1 week ago


    Avon, United States Hand & Stone Massage and Facial Spa - Avon Full time

    Job DescriptionJob DescriptionSeeking a highly motivated and outgoing Spa Sales Associate who is a team player willing to educate and promote our healthy lifestyle program to spa guests. You will find yourself working in a positive and fulfilling environment promoting massages, facials, spa services and a healthy lifestyle program!We are looking for Spa...

  • Spa Sales Associate

    2 days ago


    Avon, United States Hand & Stone Massage and Facial Spa - Avon Full time

    Job DescriptionJob DescriptionSeeking a highly motivated and outgoing Spa Sales Associate who is a team player willing to educate and promote our healthy lifestyle program to spa guests. You will find yourself working in a positive and fulfilling environment promoting massages, facials, spa services and a healthy lifestyle program!We are looking for Spa...


  • Avon, United States Imagineers LLC Full time

    **Service Coordinator - Condominium Association** **Avon, CT** Duties will include: heavy customer service and interaction; vendor coordination, preparing and sending correspondence and; coordinating maintenance requests. At least monthly reporting on a myriad of items to the Property manager, Site Superintendent and Board of Directors. Prior knowledge of...

  • Seasonal sales associate weekends

    Found in: Lensa US P 2 C2 - 2 weeks ago


    Avon, United States Michaels Stores Full time

    Seasonal sales associate weekends page is loaded **Seasonal sales associate weekends** **Seasonal sales associate weekends** locationsBeavercreek-2500 N Fairfield Rd time typePart time posted onPosted Today job requisition idR00116606 Store - DAYTON-BEAVERCREEK, OH**We're here for the Makers! Come be a part of the team where innovation and teamwork come...


  • Avon, United States Embracing Abilities Full time

    Job DescriptionJob DescriptionDescription:Seeking qualified person(s) to care for an 18-year-old female in Avon, In. We are looking to fill various shifts and days. Candidate must be passionate about working with loved ones with developmental disabilities. Seeking several long-term staff who desire a regular weekly schedule as well as PRN staff. This...


  • Avon, United States Arbella Insurance Full time

    As a member of the Arbella Insurance Group, Bearingstar is one of the leading property and casualty insurance providers in Massachusetts and Connecticut writing over $100 million in premium. Bearingstar possesses a dynamic culture that has an independent agency feel along with the strength and resources of a large parent company. This allows us to offer...


  • Avon, United States East West Family Of Companies Full time

    Description Join our team at renowned The Westin Riverfront Resort & Spa, managed by East West Hospitality. We are looking for a customer service oriented Guest Service Agent to join our team. If you enjoy working as a part of a team and have excellent communication skills, we would love to meet you! Duties Include: Check-in/check-out Answer and direct all...


  • Avon, United States Salvation Army - ARC Full time

    Job DescriptionJob DescriptionWill assist management in creating and sustaining a pleasant work environment and excellentt customer service.Company DescriptionProcessing experience preferred.Have a working knowledge of clothing quality and price.Ability to stand for long periods.Can lift 50 pounds.Company DescriptionProcessing experience preferred.\rHave a...


  • Avon Park, United States Tri-County Human Services Full time

    Job DescriptionJob DescriptionPosition Overview:Are you looking for a new challenge? Do you have a desire to change the world by helping others? If so, we are seeking caring and compassionate individuals who want to partner with us to affect positive change in the lives of the ones that we are privileged to serve. We are looking for individuals who are...

  • Driver (Temporary)

    3 days ago


    Avon, United States American Furniture Rentals Inc Full time

    **GENERAL DESCRIPTION**: The Driver/Installer will be responsible for completing the assigned routes for deliveries and pick-up of merchandise to be distributed among our clients. Will also be responsible for the proper installation according to the floor plan provided. Assist with shipping and receiving responsibilities providing support to the warehouse...


  • Avon, United States BG Buildingworks, Inc. Full time

    Job Title Mechanical - Mid-Level Project Engineer Location Avon, CO 81620 US (Primary) Fort Collins, CO 80524 US Lakewood, CO 80401 US Job Type Full-time Exemption Type Exempt Salary Range From 54808.00 Salary Range To 74152.00 Education Bachelor's Degree Travel Some Job Description As a professional consulting firm in the A/E/C industry, BG's primary focus...