Current jobs related to Senior Client Services Associate - Westlake Village - Stratos Wealth Partners
-
Client Services Associate
2 weeks ago
Westlake Village, California, United States Crunch Fitness Full timeReports to: ManagerRequirements: Fluent in EnglishProficient reading and writing skillsComputer SkillsSpecial Skills: Exceptional customer service abilitiesResponsibilities: Membership SalesWelcome all members and guests with a friendly demeanor and bid them farewell as they leave the facilityCheck in all members and guests following company protocolsManage...
-
Entry Level Client Service Associate
2 weeks ago
Jersey Village, United States GenAlpha Inc Full timeWe are looking for someone to join our growing business & development team, which helps us run local initiatives for our non-profit partners. The Entry Level Client Service Associate will help us use our established marketing techniques to run our campaigns, ensuring things run smoothly and keeping our clients at the forefront of the local community. You...
-
Senior Tax Associate
2 weeks ago
Westlake, United States Corrigan Krause Certified Public Accountants Full timeWe are very excited about our growth opportunities and are seeking highly motivated individuals in Westlake, OH with a commitment to client service to join our team! Why You Should Consider Corrigan Krause. We are committed to hiring bright and deter Tax, Associate, Senior
-
Senior Customer Service Representative
1 week ago
Westlake Village, California, United States The Bank of America Corporation Full timeABOUT US:At Bank of America, we are driven by a shared mission to enhance financial well-being through the strength of every interaction.POSITION SUMMARY:As a Senior Customer Service Representative, you will play a vital role in delivering exceptional service to our clients. Your responsibilities will include:Providing expert assistance and support to...
-
Health Services Director, LVN
4 weeks ago
Westlake Village, United States Oakmont Senior Living Full timeHealth Services Director - New Development in Westlake Village, CA! We are looking for professionals with a strong AL/MC clinical background. This opportunity at our newest assisted living and memory care community is for you! Join us in a ground floor opportunity, to open a brand-new community! The Ridge at Westlake Village is a premier senior living...
-
Sr. Client Service Administrator
2 months ago
Westlake, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Charles Schwab, our purpose is to champion every client’s goals with passion and integrity. Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies. The Senior Client Service Administrator role is responsible for creating and implementing a world class client...
-
Westlake, Ohio, United States Fidelity Investments Full timeJob Overview Position Summary As a Senior Vice President, you will be a pivotal member of Fidelity Institutional's Consulting division, taking on a leadership role in providing strategic insights to our most significant and sophisticated clients and prospects. Your focus will encompass all facets of a wealth management operation, including business...
-
Westlake, Ohio, United States Fidelity Investments Full timeJob Overview Position Summary As a Senior Vice President, you will take a pivotal role within Fidelity Institutional's Consulting division, leading efforts to provide strategic insights to our most prominent and sophisticated clients and prospects. Your focus will encompass all facets of a wealth management enterprise, including business strategy,...
-
Westlake, Ohio, United States Fidelity Investments Full timeJob Overview Position Summary As a Senior Vice President, you will take a pivotal role within Fidelity Institutional's (FI) Consulting division, leading efforts to provide valuable insights to our most significant and sophisticated clients and prospects. Your focus will encompass all facets of a wealth management enterprise, including business...
-
Client Service Specialist
3 months ago
Westlake, United States The LaSalle Group Full timeLaSalle Network is currently partnered with one of the nation's leading Revenue Cycle Management companies, located in Westlake, OH. Our client is currently hiring several Client Service Specialists to support their growing business and new clients. This is a brand new, state of the art facility with ample opportunity to grow your career! Client Service...
-
Client Service Representative
4 weeks ago
Westlake, United States Fidelity TalentSource LLC Full timeClient Service Representative Fidelity TalentSource is hiring a Client Service Representative – Core Contributions to work at Fidelity in Westlake, Texas or Salt Lake City, Utah. The Role The Client Service Representative is a member of the Core Contributions team and is responsible for the timely and accurately processing and qualification of...
-
Client Service Representative
4 weeks ago
Westlake, United States Fidelity TalentSource Full timeClient Service Representative Fidelity TalentSource is hiring a Client Service Representative – Core Contributions to work at Fidelity in Westlake, Texas or Salt Lake City, Utah. The Role The Client Service Representative is a member of the Core Contributions team and is responsible for the timely and accurately processing and qualification of...
-
Client Service Representative
3 weeks ago
Westlake, United States Fidelity TalentSource LLC Full timeClient Service RepresentativeFidelity TalentSource is hiring a Client Service Representative – Core Contributions to work at Fidelity in Westlake, Texas or Salt Lake City, Utah.The RoleThe Client Service Representative is a member of the Core Contributions team and is responsible for the timely and accurately processing and qualification of...
-
Client Service Representative
4 weeks ago
Westlake, United States Fidelity TalentSource LLC Full timeClient Service Representative Fidelity TalentSource is hiring a Client Service Representative – Core Contributions to work at Fidelity in Westlake, Texas or Salt Lake City, Utah. The Role The Client Service Representative is a member of the Core Contributions team and is responsible for the timely and accurately processing and qualification of...
-
Client Service Representative
4 weeks ago
Westlake, United States Fidelity TalentSource LLC Full timeClient Service Representative Fidelity TalentSource is hiring a Client Service Representative – Core Contributions to work at Fidelity in Westlake, Texas or Salt Lake City, Utah. The Role The Client Service Representative is a member of the Core Contributions team and is responsible for the timely and accurately processing and qualification of...
-
ASD Senior Associate
1 month ago
Westlake, United States Corrigan Krause CPA's Full timeJob DescriptionJob DescriptionDescription:Job Title: ASD Senior AssociateWe are very excited about our growth opportunities and are seeking highly motivated individuals in Westlake, OH with a commitment to client service to join our team!Why You Should Consider Corrigan KrauseWe are committed to hiring bright and determined individuals! Our employees enjoy...
-
Senior Associate in Accounting
2 weeks ago
Westlake, Ohio, United States Corrigan Krause CPA's Full timeJob OverviewPosition Title: Senior Associate in AccountingAt Corrigan Krause, we are thrilled about our expansion and are in search of dedicated professionals with a strong commitment to client satisfaction to become part of our team.Why Join Corrigan Krause?We prioritize hiring intelligent and driven individuals. Our team members benefit from a competitive...
-
Associate, Client Technical Support
3 weeks ago
Westlake, United States Charles Schwab Full timePosition Type: Regular Your opportunity The CS&S Client Technical Support Associate responds to tier II escalated technical inquiries from internal and external clients regarding online access and navigation of website, systems and accounts. Our goal is to support the one call resolution, while still providing a means for further escalation if necessary....
-
Senior Tax Consultant
1 week ago
Westlake Village, California, United States Holthouse Carlin & Van Trigt LLP Full timeFocus. Clarity. Commitment.Holthouse Carlin & Van Trigt LLP is a distinguished professional services firm specializing in tax, audit, business management, mergers and acquisitions, and advisory services tailored for private and public entities, business proprietors, affluent individuals, and family offices across targeted industry sectors.At Holthouse Carlin...
-
Senior Tax Consultant
2 weeks ago
Westlake Village, California, United States Holthouse Carlin & Van Trigt LLP Full timeFocus. Clarity. Commitment.Holthouse Carlin & Van Trigt LLP is a specialized professional services firm offering tax, audit, business management, mergers and acquisitions, and advisory services to private and public entities, business proprietors, affluent individuals, and family offices across select industry sectors.At Holthouse Carlin & Van Trigt LLP, we...
Senior Client Services Associate
2 months ago
Stratos Wealth Partners provides advisors and their clients with a diverse wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service. Stratos' advisors provide access to a wide range of financial products and strategies available in the marketplace today without the restrictions and objectives commonly found in most large brokerage firms and investment banks.
Why Join Stratos Wealth Partners?
We take a team approach to providing a combination of big picture thinking, number-crunching detail, innovative problem-solving, clear communication, and thoughtful stewardship. We have a culture built on expertise, commitment to client service, and care and compassion for our team members and clients.
We are seeking a dynamic and experienced Senior Client Services Associate to join our team. As a Senior Client Services Associate, you will play a crucial role in ensuring the highest level of satisfaction and support for our clients. You will be responsible for providing best-in-class service to our clients, processing daily client service operational tasks, and implementing strategies to enhance the client experience.
Responsibilities:
- Serve as the primary point of contact for high-net-worth clients, addressing inquiries, requests, and concerns in a timely and professional manner
- Build and maintain strong relationships with clients, gaining a deep understanding of their financial objectives and preferences
- Collaborate with financial advisor to develop tailored solutions and investment strategies for clients
- Proactively identify opportunities to add value to client relationships and enhance their overall experience
- Oversee client onboarding processes, ensuring a smooth transition and integration of new clients into our services
- Facilitate trades for client portfolios, as directed by the advisor
- Liaise with insurance companies on insurance and annuity contracts
- Shepherd the rollover process for 401(k) plans
- Monitor client satisfaction and feedback, implementing improvements and adjustments as necessary
- Stay updated on industry trends, regulations, and best practices to continuously improve client service offerings
- Take initiative in finding innovative solutions to resolve account matters and sensitive client interactions
- Bachelor's degree
- 5+ years' experience in Financial Client Services
- Series 65/66 required
- Proven track record of building and maintaining strong client relationships
- Excellent communication, interpersonal, and problem-solving skills
- Strong leadership abilities with the capacity to motivate and mentor team members
- Knowledge of investment products, financial markets, and industry regulations
We offer a competitive salary plus bonus structure; generous PTO policy, health, dental and other ancillary benefits, and retirement plan matching.
