Client Service Associate

1 month ago

Sarasota, United States Cornell Asset Management LLC Full time

As the first person and last person clients interact with when they contact the office, this position is instrumental in making sure clients have a positive experience by providing service that exceeds expectations. This position provides the clerical “front office” support for a comprehensive financial services practice, to include assisting with the routine set-up and servicing/maintenance of client accounts, support activities in the execution of clients’ financial plans, scheduling, preparing for & recording activities from client meetings, and supporting the maintenance of the practice’s administrative needs.

**Responsibilities**

1. Answer incoming calls to the office, screen/transfer calls, take messages and greet visitors with exceptional customer service. Maintain the office “lobby commercial” for clients and guests expected to visit the practice each day. Prepare the conference room for client and team meetings, and “re-set” it once the meetings are completed.

2. Prepare and post deposits of funds to client accounts by the required daily reporting deadlines. Send confirmation notices to clients, once complete. Assist with transfers and disbursements from client accounts as requested by the Client Service Manager.

3. Schedule client review meetings according to firm-established processes and procedures. Maintain all systems necessary to ensure that clients receive the appropriate number of meetings per year, per firm guidelines.

5. Ensure that client electronic files are complete and that routine scanning of client documents and meeting notes is kept current and in accordance with firm policies regulatory guidelines.

6. Assist the Client Service Manager with the new account opening process for clients. When assigned, ensure that all required client forms are completed in an accurate and timely fashion, to include regular follow-up actions until the entire account opening and account transfer process is complete.

7. Provide all appropriate maintenance on client accounts as requested by clients, the Client Service Manager and the Wealth Advisors in the office.

8. Assist the firm’s Wealth Advisors with scheduling and recording all necessary continuing education to conform with broker/dealer and professional designation requirements. Participate in all steps necessary to help the firm maintain broker/dealer compliance standards, to ensure successful audits, when conducted.

9. Ensure that regular client reporting needs are delivered according to schedule.
Prepare reports and spreadsheets of client data, account transactions, tax information and investment holdings as requested by the Client Service Manager and Wealth Advisors from time to time.

10. Act as main contact for ordering and re-stocking office supplies, upon request and as needed. Assist with basic maintenance of office equipment and occasional service requests. Inventory and re-order supplies on a regular basis as needed to maintain the office building. Perform routine tasks to keep the office common areas clear and tidy, giving instructions to the weekly cleaning crew for further work needed, when necessary. Accept and distribute incoming mail and assist team members with getting outgoing regular and overnight mail out, as needed.

11. Assist the Client Service Manager with keeping the data contained in the firm’s contact management system properly updated with current contact information, classifications, keywords and forms as business needs dictate.

12. Coordinate the issuance of Client Birthday & (client/wedding) Anniversary and Holiday cards with outside vendors to ensure prompt delivery.

13. Attend all training and information sharing meetings scheduled for the office. Attend firm client events when appropriate.

14. Other projects as assigned.

Pay: $25.00 per hour

Expected hours: 40 per week

**Benefits**:

- 401(k)
- 401(k) matching
- Paid time off
- Retirement plan

Compensation package:

- Bonus opportunities

Weekly schedule:

- Monday to Friday

Work setting:

- In-person
- Office

**Experience**:

- Financial services: 2 years (required)

Ability to Relocate:

- Sarasota, FL 34236: Relocate before starting work (required)

Work Location: In person

  • Client Service Associate

    4 weeks ago

    Sarasota, United States PNC Bank Full time

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all Client Service, Associate, Service Manager, Support, Client Relations, Retail, Banking

  • Customer Service Associate

    2 weeks ago

    Sarasota, United States 5MP Business Group Full time

    Job DescriptionJob DescriptionWe specialize in taking our clients' product inquiries and turning them into profitable accounts. This consultative approach has increased our clients' brand popularity and created additional opportunities within our company, for growth and development. Our Customer Service Associates represent our clients as the primary...

  • Client Services Representative

    3 days ago

    Sarasota, United States Everence Full time

    POSITION SUMMARY Support the sales efforts of the Everence office in Sarasota, Florida. Provide technical expertise and clerical and administrative support for financial consultants. Deliver excellent customer service to current policyholders, members, prospects, and staff. RESPONSIBILITIES AND DUTIES Warmly greet clients as they come in the door. Become...

  • Client Services Representative

    2 weeks ago

    Sarasota, United States EVERENCE SERVICES, Full time

    POSITION SUMMARYSupport the sales efforts of the Everence office in Sarasota, Florida. Provide technical expertise and clerical and administrative support for financial consultants. Deliver excellent customer service to current policyholders, members, prospects, and staff.RESPONSIBILITIES AND DUTIESWarmly greet clients as they come in the door.Become...

  • Client Services Representative

    4 days ago

    Sarasota, United States Everence Full time

     POSITION SUMMARYSupport the sales efforts of the Everence office in Sarasota, Florida. Provide technical expertise and clerical and administrative support for financial consultants. Deliver excellent customer service to current policyholders, members, prospects, and staff.RESPONSIBILITIES AND DUTIESWarmly greet clients as they come in the door.Become...

  • Client Services Representative

    2 days ago

    Sarasota, United States Everence Full time

     POSITION SUMMARYSupport the sales efforts of the Everence office in Sarasota, Florida. Provide technical expertise and clerical and administrative support for financial consultants. Deliver excellent customer service to current policyholders, members, prospects, and staff.RESPONSIBILITIES AND DUTIESWarmly greet clients as they come in the door.Become...

  • PT Client Associate UTC Sarasota

    3 weeks ago

    Sarasota, United States TravisMathew Full time

    TravisMathew is a premium apparel brand that exists because we seized an opportunity-and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle, so we created our own. Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in...

  • Client Service Representative

    2 weeks ago

    South Sarasota, United States RANR Management Full time

    Job DescriptionJob DescriptionIf you're ready to embark on a path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level Client Service Representative at RANR Management Group Inc. In this role, you'll have the chance to build a strong foundation...

  • Client Support Specialist

    7 days ago

    Sarasota, United States HBK CPAs & Consultants Full time

    Client Support Specialist HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top 50 accounting and business...

  • Service Technician

    5 days ago

    Sarasota, United States Hobart Service Full time

    Job DescriptionJob DescriptionCompany DescriptionHobart Service, an Illinois Tool Works Company, has been in business for over 125 years and is the trusted source for Commercial Food Equipment Service Solutions.  We have over 1,700 associates nationwide who serve as valued partners to our customers.  Our employees are dedicated to providing the best...

  • Client Support Specialist

    7 days ago

    Sarasota, United States HBK CPAs & Consultants Full time

    Client Support Specialist HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top 50 accounting and business...

  • Client Service Representative, Personal Lines

    4 weeks ago

    Sarasota, United States Wallace Welch & Willingham, Inc. Full time

    The ideal candidate will be extremely customer service oriented and represent the agency with the highest ethical standards with a minimum of 3 years of industry experience. The candidate must be an exceedingly effective communicator and possess the Client Service, Representative, Customer Service, Personal, Retail

  • Sales & Customer Service Associate

    7 days ago

    Sarasota, United States Massage Envy Full time

    Overview Where Better Careers Begin!Massage Envy Sarasota Midtown: 1279 S. Tamiami Tr., Sarasota, FL 34239 Do you have a passion for helping others? At the Massage Envy Sarasota Midtown franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent experience...

  • Client Advisor

    6 days ago

    Sarasota, United States Seacoast Bank Full time

    Job DescriptionJob DescriptionJOB SUMMARY:This position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank’s products and services to those needs. The Client Advisor will also function as a bank...

  • Client Service Representative, Personal Lines

    5 days ago

    Sarasota, United States Wallace Welch & Willingham Full time

    We are W3! We are consistently named one of the Top Places to Work by the Tampa Bay Times and Best Places to Work by Business Insurance. Thrive as one of our 130+ employees in a growth-oriented organization that has three locations and continues to expand - with $225M+ in premiums for P&C and Employee Benefits. We have a rich history of providing quality...

  • Litigation Associate Attorney and Entry Level Associate

    1 month ago

    Sarasota, United States Dickinson & Gibbons, PA Full time

    Job DescriptionJob DescriptionLitigation Associate Attorney - Dickinson & Gibbons, P.A., a Sarasota, Florida based litigation firm, seeks an associate attorney with 1-3 years of experience, with excellent research and writing skills. Prior experience in civil litigation and/or appeals required. Candidates would be expected to conduct research and prepare...

  • Marketing Associate

    2 weeks ago

    Sarasota, United States 5MP Business Group Full time

    Job DescriptionJob DescriptionWith years of experience in the communication field, 5M Promotions has created relationship-based methods focused on our innovative marketing outreach techniques. There is no secret to our success. We simply build genuine, respectful, and transparent relationships with our clients and exceed their expectations. Our mission is to...

  • Client Advisor

    7 days ago

    Sarasota, United States Seacoast National Bank Full time

    JOB SUMMARY: This position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank's products and services to those needs. The Client Advisor will also function as a bank Teller, processing transactions...

  • Service CashierBDC Associate

    7 days ago

    Sarasota, United States Sarasota Toyota Full time

    POSITIONTITLE: ServiceCashier/BDC Associate DEPARTMENT:Service REPORTSTO: ServiceManage POSITIONSUMMARY:ServiceCashier/BDC Associate is primarily responsible for receiving paymentfrom customers for goods and services, recording the amount receivedand accurately posting for it and accounting for it. Answeringincoming calls and make outbound calls to obtain...

  • Sales Associate

    23 hours ago

    Sarasota, United States 5MP Business Group Full time

    Job DescriptionJob Description5M Promotions is a local sales and consulting firm in Sarasota. Recognized for our top talent in sales and marketing, our devoted team continuously assists our clients in new customer acquisitions, increases their brand recognition, and expands their market reach. Proven through our tremendous success over the past several...