Client Associate

3 weeks ago

Wayne, United States GYL Financial Synergies Full time

**Summary/Objective**

The Client Associate provides administrative and operational support to one or more Wealth Advisor or partner of the firm. The Client Associate assists with private client daily needs. Responsibilities include; new account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining account records and preparing client communication.

**Essential Functions**

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Answering phones, greetings clients and maintaining calendars for multiple Wealth Advisors.
- Assisting clients.
- Analyzing reports to determine appropriate action to be taken on behalf of client accounts.
- Researching client issues.
- Preparing and processing client documentation.
- Opening new client accounts as well as creating households.
- Maintaining client records.
- Assisting in reconciling performance reports.
- Executing cashiering, money movement, and ACH requests.
- Preparing client communication.
- General office management.

**Competencies**
- Communication Proficiency.
- Teamwork.
- Technical Capacity.

**Supervisory Responsibility**

This position has no supervisory responsibility.

**Work Environment**

This job operates in a professional office setting. This position uses common office apparatus such as computers, phones, photocopiers, filing cabinets and fax machines.

**Physical Demands**

The physical demands described here represent those that are required by an employee to successfully perform the essential job functions.

This job requires the employee to regularly talk and hear. Additionally, the employee is often required to stand; walk; use wrists, hands, and fingers to type, handle or feel; and reach with hands and arms.

**Position Type/ Expected Hours of Work**

This is a full-time position where the employee is expected to be in the office Monday through Friday from 8:30a.m. to 5:00p.m.

**Travel**

Travel is not predicted for this job.

**Community and Volunteer Activities**

The GYL team routinely supports a number of charitable organizations and activities. It is strongly encouraged that the Client Associate is willing to occasionally, as their schedule permits, participate in activities with other team members.

**Additional Eligibility Qualifications**
- 1-3 years of operational experience within the financial services industry.
- Bachelor’s Degree required.
- Must have strong organizational and prioritization skills.
- Ability to work independently to research and resolve client issues.
- Must have an understanding of appropriate paperwork and procedures necessary to process transactions.
- Client services oriented.
- Strong attention to detail.
- Must be computer literate and proficient with Windows, Word, and Excel.
- Schwab and Fidelity platform experience would be preferred.
- Ability to multi-task.
- Work both independently and within a team.
- Ability to problem solve and determine the most effective method of problem resolutions while complying with corporate and regulatory procedures.

**Required Education and Experience**
- ** Education**: Required - Bachelor’s degree; Preferred - Bachelor’s degree in Finance or related field
- **Licenses**: Preferred
- active Series 65 or 66 or willingness to obtain license within 6 months of employment offer.
- **Work Experience**: Preferred - Worked with or in an RIA and has experience with Schwab and Fidelity
- **Years of Experience**: Required - 1-3 years of experience

**Other Duties**

Please note this job description is not a comprehensive listing of day to day activities, responsibilities, or tasks that are required of the employee for this job. Day to day tasks, responsibilities, and activities may change at any time with or without notice.

  • Client Associate

    2 months ago

    Wayne, United States GYL Financial Synergies Full time

    Summary/ObjectiveThe Client Associate provides administrative and operational support to one or more Wealth Advisor or partner of the firm.The Client Associate assists with private client daily needs.Responsibilities include; new account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining account...

  • Client Relations Associate

    5 days ago

    Wayne, United States RMI Full time

    Reign Inc is a company dedicated to developing local, community based marketing strategies for national clients. We consider all aspects of a brand, the local target market, and the customer relationship goals in order to help establish the brand in a meaningful way in the local community. Our Entry Level Client Relations Associate will focus on identifying...

  • Associate Director of Client Excellence

    7 days ago

    Wayne, United States IQVIA Holdings, Inc. Full time

    The Associate Director of Client Excellence oversees the development and execution of large-scale implementation projects. This role requires strong leadership, strategic thinking, and the ability to collaborate with internal and external stakeholder Director, Associate, Project Management, Excel, Client Service, Clinical Research, Technology

  • Client Services Associate

    3 weeks ago

    Fort Wayne, United States Brown & Brown, INC. Full time

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. American Specialty Insurance & Risk services, Inc. ("American Specialty") is a nationally- recognized Managing General Underwriter serving the nation's Sports, Leisure and Entertainment industries. New teammates at...

  • Client Support Specialist

    4 weeks ago

    Wayne, United States Education Management Solutions Full time

    Are you someone who enjoys interacting with clients? Do you love solving challenging problems? Are you looking for the next step in your career? If this is YOU, come and join EMS and our Client Support team! The Client Support Specialist will be the first point of contact with the customer. This is an important position that requires excellent listening,...

  • Client Services Administrator

    2 days ago

    Wayne, United States Quick Holdings LLC Full time

    The Client Services Administrator helps with day-to-day tasks within the Client Services team. The Client Services team is responsible for all communications to the QuickBox client base. As part of the team, you will be responsible for communicating with employees both within QuickBox and with our clients. This is a Full-Time position; hours vary due to the...

  • Client Services Administrator

    1 month ago

    Wayne, United States Quick Holdings LLC Full time

    Job DescriptionJob DescriptionDescription:The Client Services Administrator helps with day-to-day tasks within the Client Services team. The Client Services team is responsible for all communications to the QuickBox client base. As part of the team, you will be responsible for communicating with employees both within QuickBox and with our clients. This is a...

  • Associate

    7 days ago

    Wayne, United States KBC Advisors LLC Full time

    Job DescriptionJob DescriptionKBC Advisors is seeking an Associate to support our team! We offer our employees a competitive salary, comprehensive benefits, and a genuine career opportunity in Real Estate.As an Associate with our Philadelphia brokerage team, you will initiate business development activities and take the initiative to connect with new leads...

  • Associate

    2 months ago

    Wayne, United States KBC Advisors LLC Full time

    Job DescriptionJob DescriptionKBC Advisors is seeking an Associate to support our team! We offer our employees a competitive salary, comprehensive benefits, and a genuine career opportunity in Real Estate.As an Associate with our Philadelphia brokerage team, you will initiate business development activities and take the initiative to connect with new leads...

  • Client Brand Ambassador

    2 days ago

    Fort Wayne, United States ECI Management Full time

    Job DescriptionJob DescriptionAre you ready to move from a BORING cubicle to something more creative? Ethereal Consulting is looking for a creative, innovative, and solution-oriented individual to join our Marketing and Sales Department. We are one of the fastest-growing and leading premier agencies in the area that specializes in delivering results in...

  • Client Brand Ambassador

    4 days ago

    Fort Wayne, United States ECI Management Full time

    Job DescriptionJob DescriptionAre you ready to move from a BORING cubicle to something more creative? Ethereal Consulting is looking for a creative, innovative, and solution-oriented individual to join our Marketing and Sales Department. We are one of the fastest-growing and leading premier agencies in the area that specializes in delivering results in...

  • Client Brand Ambassador

    2 days ago

    Fort Wayne, United States ECI Management Full time

    Job DescriptionJob DescriptionAre you ready to move from a BORING cubicle to something more creative? Ethereal Consulting is looking for a creative, innovative, and solution-oriented individual to join our Marketing and Sales Department. We are one of the fastest-growing and leading premier agencies in the area that specializes in delivering results in...

  • Accounting Associate

    4 days ago

    Wayne, United States Tandym Group Full time

    A professional services firm in New Jersey is looking to fill a remote need with the addition of a new Accounting Associate to support their operations. Responsibilities: Assist in the preparation of financial reports such as balance sheets and income statements Perform duties including Journal Entries and use of accrual accounting Maintain accurate...

  • Associate, Brokerage

    1 day ago

    Wayne, United States Jones Lange Lasalle, Inc. Full time

    JLL supports the Whole You, personally and professionally. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most Brokerage, Broker, Associate, Real Estate, Business Development, Property Management, Banking

  • Data Entry Associate

    1 month ago

    Wayne, United States The Assurance Group Full time

    Our client, a manufacturer and provider of both custom and standard print jobs, needs a **Data Entry Associate**. This is a temporary (approximately 2 month) assignment located in Wayne, NJ working in a very busy, clean warehouse environment. In the Data Entry Associate role you will scan and enter information into the company database as well as entering...

  • Client Service Representative

    4 days ago

    Fort Wayne, United States SYM Financial Advisors Full time

    **Position Description** Title**:Client Service Representative (CSR)** Reports to: Julie Shepherd - Client Service Manager Benefits: Yes Status: Non-exempt - **Are you passionate about making a difference in people’s lives while thriving in a team-centric environment?**_ **Who is SYM?** SYM Financial Advisors serves as a trusted expert to our...

  • Investment Associate

    1 month ago

    Wayne, United States WALDRON PRIVATE WEALTH Full time

    Waldron Private Wealth (Waldron) is looking to fill an Investment Associate position and is seeking a motivated, organized and task-oriented individual. This individual will be responsible for providing investment portfolio management services which encompasses analysis, investment deliverables, and value-added idea generation. In this role you will: -...

  • Associate Professional Services Consultant

    2 weeks ago

    Wayne, United States Frontline Education Full time

    Associate Professional Services Consultant Location Requirements: This role is Hybrid to one of our offices: Austin, Wayne, Naperville. Your role on the team: The Associate Professional Services Consultant reports directly to the Team Lead in the Client Services Organization. The Associate Professional Services Consultant will gain experience implementing...

  • Warehouse Data Entry Associate

    1 month ago

    Wayne, United States The Assurance Group Full time

    Our client, a manufacturer and provider of both custom and standard print jobs, needs a **Warehouse Data Entry Associate**. This is a temporary (approximately 2 month) assignment located in Wayne, NJ working in a very busy, clean environment. In the Warehouse Data Entry Associate role you will scan and enter information into the company database as well as...

  • Wayne Front Desk Associate

    1 month ago

    Wayne, United States Prive Full time

    Job DescriptionJob DescriptionSalary: $15Front Desk Associate Prive Salon is seeking a dynamic and customer-focused individual to join our team as a Front Desk Associate. As the first point of contact for our salon clients, you will play a crucial role in delivering exceptional customer service and ensuring a positive experience for all...