Client Services Associate
2 weeks ago
Job DescriptionJob Title: Client Services Associate (CSA)Location: Greater Nashville Salary: $75K + benefitsSkills: Client Service Associate / CSA / paraplannerAbout Company / Opportunity:We are a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services seeking a motivated, self-starting, passionate team player to join our firm in the role of Client Service Associate. Our promise to team members is that you will grow with us. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generationsResponsibilities:This position will support a team of Financial Advisors who provide financial plans for our clients that enable them to achieve their retirement goals. Responsibilities to include but not limited to:Coordinate with our clients, advisors, and custodians to set up new accounts, transfer assets, process money movements.Coordinate with clients and advisors to schedule meetings using email, Salesforce and calendar software.Prepare for client meetings by updating agendas in Word or Excel and running reports in our portfolio management software.Proactively supporting advisors by anticipating client needs and enabling advisors to maximize their timeComplete requests from advisors and clients within 24-48hrs, ensuring accuracy, and effectively keeping everyone in the loop throughout the process.Operating in a team-based environment where teammates help each other in times of heavy workload and are all working toward meeting the needs of the clientPreferred Skills/Experience::2+ years of experience in a client service role in the financial services industryRobust PC knowledge, typing skills and proficiency in Microsoft Office SuiteAbility to handle multiple priorities and requests from advisors and clientExperience working daily with a workflow technology systemPrior experience with SalesforceBachelor's degree preferred
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Client Services Associate
4 weeks ago
Brentwood, Tennessee, United States Vaco Full timeClient Services AssociateWe are seeking a highly skilled Client Services Associate to join our team at Vaco. As a Client Services Associate, you will be responsible for interacting with clients on a daily basis, maintaining a professional image, and handling multiple tasks efficiently.Responsibilities:Interact daily with clients via phone and in...
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Client Services Associate
2 weeks ago
Brentwood, United States Vaco Full timeOur client located in Brentwood, TN is seeking a Client Services Associate to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the financial industry! The Client Services Associate is a direct hire opportunity, with a fully onsite schedule. Responsibilities: Interact daily on the phone...
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Client Services Associate
3 weeks ago
Brentwood, United States Vaco Full timeOur client located in Brentwood, TN is seeking a Client Services Associate to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the financial industry! The Client Services Associate is a direct hire opportunity, with a fully onsite schedule. Responsibilities:Interact daily on the phone and...
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Client Service Associate
4 weeks ago
Brentwood, United States Stifel Financial Full timeClient 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, Client Service, Associate, Service, Processing, Branch Manager, Retail, Client
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Client Services Representative
2 months ago
Brentwood, United States Find Great People | FGP Full timeJOB SUMMARY:The Client Services position assists the Financial Advisor with various administrative tasks andprovide clients with quality service. This position interacts daily on the phone and in person withprospective and existing clients including handling basic inquiries. The role schedules and coordinates meetings and appointments for advisors while...
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Senior Client Services Manager
4 weeks ago
Brentwood, California, United States Broadridge Financial Solutions , Inc. Full timeJob DescriptionAt Broadridge Financial Solutions, Inc., we're committed to empowering our associates to accomplish more. If you're passionate about developing your career while helping others, come join our team.Job SummaryWe're seeking a highly skilled Senior Client Services Manager to oversee a team of experienced relationship managers serving as the...
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Senior Client Service Representative
4 weeks ago
Brentwood, New York, United States Broadridge Financial Solutions , Inc. Full timeJob SummaryWe are seeking a highly skilled Senior Client Service Representative to join our team at Broadridge Financial Solutions, Inc. As a key member of our Corporate Issuer business, you will be responsible for providing exceptional service to our clients, ensuring seamless proxy voting operations, and driving business growth.Key ResponsibilitiesProcess...
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Senior Client Services Manager
4 weeks ago
Brentwood, California, United States Broadridge Financial Solutions , Inc. Full timeJob DescriptionAt Broadridge Financial Solutions, Inc., we are seeking a highly skilled and experienced Client Services Manager to join our Global Class Action Client Service team. As a Client Services Manager, you will be responsible for overseeing a team of experienced relationship managers and serving as the principal point of contact for assigned...
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Client Service Representative
1 month ago
Brentwood, California, United States Bank of America Full timeJob Description:At Bank of America, we are committed to helping our clients achieve their financial goals. As a Client Service Representative, you will play a critical role in delivering exceptional client experiences that drive growth and satisfaction.Key Responsibilities:Process transactions accurately and efficiently in a fast-paced environmentIntroduce...
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Client Service Manager
1 month ago
Brentwood, Tennessee, United States Gallagher Full timeIntroduction: Gallagher's global brokerage team is seeking a Client Service Manager to join their dynamic team. As a key member, you will be responsible for the day-to-day account management of assigned clients, supporting senior servicing staff to identify and meet client needs. Your role will be to retain and grow a profitable book of business through...
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Client Service Manager
3 weeks ago
Brentwood, United States Gallagher Full timeIntroduction: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...
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Customer Service Associate
2 months ago
Brentwood, United States Lift & Transfer Specialists, Inc. Full time $41,600 - $52,000Since 1997 we have been a leading Durable Medical Equipment supply company specializing in changing the lives of disabled people with Patient Lift Systems. We do sales, service, maintenance, and installation, serving California, Hawaii and Nevada. Here is our website for you to review: ...
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Client Service Representative
4 weeks ago
Brentwood, California, United States Bank of America Full timeJob Description:At Bank of America, we strive to create a workplace where our teammates can thrive and make a meaningful impact. As a Client Service Representative, you will play a vital role in delivering exceptional client experiences that drive growth and satisfaction.Key Responsibilities:Process transactions accurately and efficiently in a fast-paced...
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Sales and Service Associate
2 months ago
Brentwood, United States 24 Hour Fitness Full time24 Hour Fitness - 5961 Lone Tree Wy [Guest Service / Front Desk] As a Sales and Service Associate at 24 Hour Fitness, you'll: Deliver an outstanding and well-rounded sales and service experience to all guests and members; Ensure guests have a welcoming, informative, and enjoyable experience when they visit; Help inspire guests to take the right next steps in...
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Seasonal Client Service Representative
4 months ago
Brentwood, United States US Tech Solutions Full timeWe are seeking a Seasonal Client Service Representative to join our team based out of Edgewood, NY during Proxy Season. The candidate will be working on our Client Facing team managing internal and external clients as well as checking the accuracy of forms and entering data into a tracking database. The candidate should be experienced working in a...
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Food Service Associate
4 weeks ago
Brentwood, New York, United States QuickChek Full timeOverview:At QuickChek, we strive to deliver exceptional customer service and high-quality food and beverage offerings. As a Food Service Associate, you will play a vital role in maintaining a positive and welcoming store environment.Responsibilities:Provide top-notch customer service to ensure customer satisfactionPrepare and serve made-to-order food and...
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Senior Tax Associate
1 month ago
Brentwood, Tennessee, United States Crisler CPA, PLLC Full timeJob Opportunity: Senior Tax AssociateCrisler CPA, a reputable tax and accounting services provider, is seeking a skilled and motivated Senior Tax Associate to join our team.As a Senior Tax Associate, you will be responsible for tax engagements for individual and business clients, supervising junior tax staff, and coordinating with accounting and...
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Retail Customer Service Associate
4 weeks ago
Brentwood, United States FedEx Full timeFedEx - JobID: PDX_FEC_31A65A93-7F52-47EF-B267-AA5975D530C0_240120 [Retail Associate / Team Member] As a Retail Customer Service Associate at FedEx, you'll: Follow instructions of supervisors and assist other team members in performing store functions; Assist in the training of store team members; Demonstrate consultative behaviors in a retail environment to...
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Financial Services Coordinator
4 weeks ago
Brentwood, Tennessee, United States Talently Recruiting Full timeClient Services AssociateAt Talently Recruiting, we're seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a key member of our financial services team, you will play a critical role in supporting our advisors and clients in achieving their financial goals.Responsibilities:Coordinate with clients, advisors, and...
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Sales Associate
1 month ago
Brentwood, Tennessee, United States TJ Maxx Full timeJob SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our TJ Maxx team. As a Sales Associate, you will be responsible for delivering an exceptional customer experience, maintaining a clean and organized store environment, and adhering to all operational and merchandise standards.Key ResponsibilitiesProvide exceptional...