Client Service Associate
2 weeks ago
Defining the Team Larson Financial Group (LFG) specializes in creating and nurturing relationships with medical professionals to achieve their financial goals. Our firm prides itself on living our core values, Goal Oriented, Servant Leadership and Warrior Spirit, with an emphasis on family Our team embodies the entrepreneurial spirit, is confident, believes in the power of building strong relationships, and is comfortable problem solving to meet our clients' and team member's needs. Job Description Larson Financial Group is seeking a Client Service Associate to manage the client service operations of an Advisor's practice. This position will have direct contact in working with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed follow-up, and keeping organized accounts of client information. This is a fast-paced and rapidly growing practice, and it is the Client Service Associate's duty to ensure that the Advisor is spending their time in meetings and prospecting. The position will be a good fit for a driven person who desires a guaranteed salary with large upside income potential based on the performance of the individual and the practice. Responsibilities include, but are not limited to: Help develop campaigns and maintain relationships to increase penetration of existing markets. Provide outstanding service to reproduce top clients. Gather data from clients for preparation of financial plan. Enter and manipulate information into Contact Management System and Financial Planning software. Maintain all calendar related items, schedule and confirm all meetings. Implement client touches to create concierge experience resulting in consistent referrals. Perform follow up and process new business; manage existing client relationships. Use email and notes to track the next step in the planning process for client, set reminders as necessary. Expectations: Previous financial advisory services or similar experience required Ability to work with the Advisor and other support team members to accomplish a common goal Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines The client must be able to rely on the CSA for every financial need, whether it is finding the right answer or having it ready for them Must be a self-starter and goal-oriented requirements: Skills and Experience: Four-year degree or equivalent work experience Knowledge of insurance/financial services industry Excellent verbal and written communication Service oriented attitude Ability to maintain confidentiality of information Ability to coordinate multiple tasks and priorities in a fast-paced environment High attention to detail Proficiency with Microsoft Office and Outlook Exceptional organization and problem solving Larson Financial Group, LLC offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA 5000 plan is 100% ER PD other plans available with shared cost) Dental Insurance Vision Insurance ER PD Long Term Disability Insurance ER PD Life Insurance ER PD EAP Voluntary Life & STD available Supplemental Insurance available Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI95ebd-1758
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Client Services Associate
2 months ago
Tampa, United States LHH Full timeClient Services Associate LHH Recruitment is hiring for a Client Services Associate in the Tampa, FL area. Our client is searching for a Client Service Associate with a preferred SIE, Series 7, and Series 66 licenses to provides primary support to the Wealth Management Group. Position Responsibilities and Essential Functions: Maintains various aspects of...
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Client Services Associate
1 month ago
Tampa, United States LHH Full timeClient Services Associate LHH Recruitment is hiring for a Client Services Associate in the Tampa, FL area. Our client is searching for a Client Service Associate with a preferred SIE, Series 7, and Series 66 licenses to provides primary support to the Wealth Management Group. Position Responsibilities and Essential Functions: Maintains various aspects of...
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Client Services Associate
2 months ago
Tampa, United States LHH Full timeClient Services AssociateLHH Recruitment is hiring for a Client Services Associate in the Tampa, FL area. Our client is searching for a Client Service Associate with a preferred SIE, Series 7, and Series 66 licenses to provides primary support to the Wealth Management Group. Position Responsibilities and Essential Functions:Maintains various aspects of...
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Client Service Associate
2 months ago
Tampa, United States Sequoia Financial Group Full timeSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values...
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Client Services Associate>
6 months ago
Tampa, United States Restoration Hardware Full timeRestoration Hardware - JobID: 33387 [Retail Associate / Team Member] As a Client Services Associate at Restoration Hardware, you'll: Assist clients in selecting and purchasing products; Provide exceptional customer service by addressing inquiries and resolving issues; Maintain a clean and organized store environment; Process transactions accurately and...
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Client Service Associate
2 months ago
Tampa, United States Sequoia Financial Group Full timeSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...
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Client Service Associate
3 weeks ago
tampa, United States Cary Street Partners Full timeClient Service AssociateSummary of ExpectationsThe Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all...
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Client Service Associate
3 weeks ago
Tampa, United States Cary Street Partners Full timeClient Service AssociateSummary of ExpectationsThe Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all...
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Client Service Associate
3 weeks ago
tampa, United States Cary Street Partners Full timeClient Service AssociateSummary of ExpectationsThe Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all...
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Client Service Associate
5 months ago
Tampa, United States Cary Street Partners Full timeClient Service AssociateSummary of ExpectationsThe Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all...
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Client Service Associate
2 weeks ago
Tampa, United States Larson Financial Group, LLC Full timeJob DescriptionJob DescriptionDefining the TeamLarson Financial Group (LFG) specializes in creating and nurturing relationships with medical professionals to achieve their financial goals. Our firm prides itself on living our core values, Goal Oriented, Servant Leadership and Warrior Spirit, with an emphasis on family! Our team embodies the entrepreneurial...
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Client Service Associate
3 weeks ago
Tampa, Florida, United States Cary Street Partners Full timeJob SummaryCary Street Partners is seeking a highly organized and detail-oriented Client Service Associate to provide primary support to the Wealth Management Group. The ideal candidate will possess excellent interpersonal skills and the ability to effectively interact with employees, clients, and vendors.Key ResponsibilitiesMaintain confidential and...
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Client Service Associate
3 weeks ago
Tampa, Florida, United States Cary Street Partners Full timeJob SummaryCary Street Partners is seeking a highly organized and detail-oriented Client Service Associate to provide primary support to the Wealth Management Group. The ideal candidate will possess excellent interpersonal skills and the ability to effectively interact with employees, clients, and vendors.Key ResponsibilitiesMaintain confidential and...
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Private Client Services Associate
4 weeks ago
Tampa, Florida, United States Amerant Bank Full timeJob Title: Private Client Services AssociateAmerant Bank is seeking a highly skilled Private Client Services Associate to provide exceptional service to our high-net-worth customers.Key Responsibilities:Provide personalized customer service to assigned portfolio of high-net-worth customers.Process transactions and ensure timely resolution of customer...
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Private Client Services Associate
2 months ago
Tampa, United States Amerant Bank Full timePrivate Client Services AssociateThe Private Client Services Associate provides superior service levels to their assigned portfolio of high-net-worth customers to strengthen customer loyalty and increase retention. Responsibilities: Provide day-to-day personalized customer service under quality standards defined by the Bank for this client segment Ensure...
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Private Client Services Associate
3 months ago
Tampa, United States Amerantbank Full timePrivate Client Services AssociateThe Private Client Services Associate provides superior service levels to their assigned portfolio of high-net-worth customers to strengthen customer loyalty and increase retention.Responsibilities: Provide day-to-day personalized customer service under quality standards defined by the Bank for this client segmentEnsure...
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Client Services Associate
3 days ago
tampa, United States Star Mountain Capital Full timeFirm OverviewStar Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii)...
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Client Services Associate
4 days ago
tampa, United States Star Mountain Capital Full timeFirm OverviewStar Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii)...
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Client Services Associate
1 week ago
Tampa, United States Star Mountain Full timeFirm Overview Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (LMM), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii)...
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Client Services Associate
7 days ago
Tampa, United States Star Mountain Capital Full timeFirm OverviewStar Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii)...
