Client Services Associate
2 months ago
Company Description
Alison Wealth Management offers a fully integrated tax, investment, and advisory experience for high-net-worth families. Our holistic approach combines tax, investment, and advisory services to help clients make smarter decisions for their wealth. We provide expertise in investment management, tax optimization, retirement planning, and strategies for managing company equity. Our team of certified financial planners, tax experts, and wealth managers work together to deliver comprehensive wealth management solutions.
Role Description
This is a full-time role for a Client Services Associate at Alison Wealth Management. This position will primarily be responsible for providing exceptional problem solving and a friendly experience for all clients requesting support while offering proactive service and overall firm project management complete with a high level of problem resolution, follow-through, and communication. This candidate will enjoy working directly with the firm's clients and advisors by providing excellent customer service and premier financial planning support. The Client Service Associate position at Alison Wealth Management is the first step on our advisor career path. This entry-level role is designed to provide a solid foundation for a rewarding career in financial advising. As a Client Service Associate, you will gain valuable experience and develop essential skills that will prepare you for advancement to paraplanner, advisor, lead advisor, and ultimately, practicing partner.
Core Accountabilities:
- Client Interaction: Serve as a point of contact for clients, addressing their inquiries and providing exceptional service to ensure their satisfaction.
- Administrative Support: Assist advisors with scheduling appointments, preparing documents, and managing client records to ensure smooth operations.
- Financial Planning Assistance: Support the advisors by gathering and organizing client financial information, preparing reports, and assisting with the development of financial plans.
- Compliance and Documentation: Ensure all client interactions and transactions are documented accurately and comply with regulatory requirements.
- Tax Preparation: Collect client tax documents and data and enter them into our tax preparation software.
- Team Collaboration: Work closely with other team members to provide comprehensive support and contribute to the overall success of the firm.
Qualifications
- Client Services and Customer Support skills
- Strong Communication and Customer Service abilities
- Basic understanding of Finance & Tax
- Ability to multitask and prioritize tasks efficiently
- Attention to detail and problem-solving skills
- Experience in the financial services industry is a plus
- Bachelor's degree in Finance, Business, Economics, or related field
-
Client Acquisition Associate
2 weeks ago
Mt. Pleasant, South Carolina, United States WKS Full timeJob DescriptionThe Telecommunications Sales Associate role at WK Solutions is designed for individuals who thrive in a dynamic sales environment. In this position, you will work directly with customers to understand their needs and provide tailored solutions to meet their expectations.Your responsibilities will include:Providing exceptional customer service...
-
Client Services Associate
2 months ago
Mount Pleasant, United States Alison Wealth Management Full timeCompany DescriptionAlison Wealth Management offers a fully integrated tax, investment, and advisory experience for high-net-worth families. Our holistic approach combines tax, investment, and advisory services to help clients make smarter decisions for their wealth. We provide expertise in investment management, tax optimization, retirement planning, and...
-
Client Service Associate
5 hours ago
Mount Pleasant, United States Apollon Wealth Management Full timeWe are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support.Duties:Provide back-office investment operations support to financial advisors and their clients via a Salesforce...
-
Investment Services Associate
2 weeks ago
Mt. Pleasant, South Carolina, United States Apollon Wealth Management Full timeApollo Wealth Management is seeking an experienced Investment Services Associate to join our team. In this role, you will provide high-quality service and support to financial advisors and their clients, ensuring exceptional client experiences.The Investment Services Associate will work closely with the trading and billing team to ensure accounts are set up...
-
Customer Service and Sales Associate
3 weeks ago
Mt. Pleasant, South Carolina, United States Massage Envy Full timeAbout Us">At Massage Envy Mount Pleasant, we're passionate about helping people feel their best. As a Sales & Customer Service Associate, you'll play a vital role in delivering exceptional customer experiences and promoting the value of Total Body Care.Salary: $14-$16/hour plus bonuses and commissions, with estimated annual earnings ranging from $29,120 to...
-
Healthcare Services Manager
1 week ago
Mt. Pleasant, South Carolina, United States HomeWell Care Services SC259 Full timeHomeWell Care Services SC259 is a leading provider of in-home care services. We are seeking a dedicated Care Manager to oversee the delivery of high-quality services to our clients.In this role, you will be responsible for assessing client needs, developing personalized care plans, and supervising a team of caregivers to ensure exceptional service...
-
Sales & Customer Service Associate
6 months ago
Mt Pleasant, United States Massage Envy Full timeOverview: Where Better Careers Begin! Massage Envy Mount Pleasant- 1948 Long Grove Drive Suite 4 Do you have a passion for helping others? At the Massage Envy Mount Pleasnat 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 and...
-
Wellness and Client Care Professional
1 week ago
Mt. Pleasant, South Carolina, United States Massage Envy Full timeAbout Our Team">We're a growing community of experienced professionals who share a passion for helping others. As a Sales & Customer Service Associate, you'll be part of a dynamic team dedicated to delivering exceptional customer experiences and promoting the value of Total Body Care.Salary: $14-$16/hour plus bonuses and commissions, with estimated annual...
-
Manufacturing Associate
2 weeks ago
Mt. Pleasant, South Carolina, United States Argus Technical Services Full timeManufacturing Associate WantedWe are seeking a skilled Manufacturing Associate to join our team at Argus Technical Services in Racine, WI.This role offers a competitive hourly rate of $18-19 per hour and a regular schedule from 7 am to 3:30 pm, Monday through Friday.Must have prior experience in a manufacturing environment, preferably in assembly line...
-
Cashier - Service Associate PT
1 month ago
Mt Pleasant, United States Rite Aid Full timeRite Aid Corp. - 120 Country Side Plaza [Retail Associate / Team Member] As a Service Associate at Rite Aid Corp., you'll: Provide excellent customer service by assisting customers with their shopping needs, answering customer inquiries, and resolving customer complaints; Engage with customers in a friendly and efficient manner while completing customer...
-
Sales and Service Associate
1 week ago
Mt. Pleasant, South Carolina, United States Walgreens Full timeAbout Our CompanyWalgreens is a leading pharmacy retailer with a rich history of providing quality healthcare services to our customers. As a Sales and Service Associate, you will be part of a dynamic team that is dedicated to delivering exceptional customer experiences.Your Key ResponsibilitiesProvide customers with courteous, fair, friendly, and efficient...
-
Sales and Client Experience Associate
1 week ago
Pleasant Prairie, Wisconsin, United States Knitwell Group Full timeAbout UsKnitwell Group is a dynamic and fashion-forward retail company that empowers women to express themselves authentically. Our mission is to provide exceptional customer service and create a personalized shopping experience that exceeds our clients' expectations. As a Sales and Client Experience Associate, you will play a vital role in achieving this...
-
Hospitality Service Associate
3 weeks ago
Mt. Pleasant, South Carolina, United States Taco Bell Full time**Job Description**The Inn at I'On, Ascend Hotel Collection is a charming hotel located in Mount Pleasant's I'On community. We are seeking a skilled and professional Hospitality Service Associate to join our team. In this role, you will be responsible for providing excellent customer service and ensuring that all areas of the hotel are clean and...
-
Retail Customer Service Associate
2 months ago
Mt Pleasant, United States FedEx Full timeFedEx - JobID: PDX_FEC_767D90A0-5037-4A12-8D4B-97D3D198E54A_240311 [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...
-
Financial Services Associate
1 week ago
Mt. Pleasant, South Carolina, United States Isabella Community Credit Union Full timeJoin Our Team at Isabella Community Credit UnionWe are looking for a Financial Services Associate to provide top-notch service to our members and help them achieve their financial goals. As a member of our team, you will be responsible for assisting with financial transactions, account maintenance, and product orders.Job Summary:Assist members with financial...
-
Client Services Coordinator
3 months ago
Mt Laurel, United States BAYADA Home Health Care Full timeBAYDA Home Health Care has an immediate opening for a Client Services Coordinator in our Mount Laurel NJ, Skilled Nursing Office. BAYADA believes that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills in this dynamic, entrepreneurial environment and...
-
Client Relations Specialist
1 week ago
Mt. Pleasant, South Carolina, United States Angela Holbert - State Farm Agent Full timeJob SummaryWe are seeking a talented Customer Service Representative to enhance our team's capabilities at Angela Holbert State Farm. This role involves providing superior client experiences, resolving inquiries, and driving business growth through effective teamwork and adaptability.Compensation & PerksThe estimated annual salary for this position is...
-
Customer Service Associate
1 week ago
Mt. Pleasant, South Carolina, United States Five Below Full timeCompany OverviewFive Below operates over 700 stores across the US, each offering an exciting and affordable shopping experience. As a Sales Associate at Five Below, you'll contribute to our mission of making a difference in our customers' lives through our unique products and exceptional customer service.Job DescriptionWe're seeking a results-driven and...
-
Retail Customer Service Associate Position
1 week ago
Mt. Pleasant, South Carolina, United States FedEx Full timeRetail Customer Service Associate PositionWe are seeking a skilled and friendly customer service professional to join our team as a Retail Customer Service Associate. As a key member of our team, you will be responsible for delivering exceptional customer experiences and supporting the overall success of our store.Key Responsibilities:Follow instructions...
-
Client Relationship Specialist
1 week ago
Mt. Pleasant, South Carolina, United States Angela Holbert - State Farm Agent Full timeAbout the RoleAs a Client Relationship Specialist with Angela Holbert State Farm Agent, you will play a key role in building and maintaining long-lasting relationships with clients. You will work closely with customers to understand their insurance needs, provide personalized service, and develop effective solutions to meet their goals.