Client Services Associate

2 months ago


Mt Pleasant, United States Alison Wealth Management Full time

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


  • Mt. Pleasant, South Carolina, United States WKS Full time

    Job 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...


  • Mount Pleasant, United States Alison Wealth Management Full time

    Company 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...


  • Mount Pleasant, United States Apollon Wealth Management Full time

    We 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...


  • Mt. Pleasant, South Carolina, United States Apollon Wealth Management Full time

    Apollo 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...


  • Mt. Pleasant, South Carolina, United States Massage Envy Full time

    About 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...


  • Mt. Pleasant, South Carolina, United States HomeWell Care Services SC259 Full time

    HomeWell 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...


  • Mt Pleasant, United States Massage Envy Full time

    Overview: 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...


  • Mt. Pleasant, South Carolina, United States Massage Envy Full time

    About 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...


  • Mt. Pleasant, South Carolina, United States Argus Technical Services Full time

    Manufacturing 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...


  • Mt Pleasant, United States Rite Aid Full time

    Rite 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...


  • Mt. Pleasant, South Carolina, United States Walgreens Full time

    About 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...


  • Pleasant Prairie, Wisconsin, United States Knitwell Group Full time

    About 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...


  • 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...


  • Mt Pleasant, United States FedEx Full time

    FedEx - 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...


  • Mt. Pleasant, South Carolina, United States Isabella Community Credit Union Full time

    Join 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...


  • Mt Laurel, United States BAYADA Home Health Care Full time

    BAYDA 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...


  • Mt. Pleasant, South Carolina, United States Angela Holbert - State Farm Agent Full time

    Job 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...


  • Mt. Pleasant, South Carolina, United States Five Below Full time

    Company 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...


  • Mt. Pleasant, South Carolina, United States FedEx Full time

    Retail 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...


  • Mt. Pleasant, South Carolina, United States Angela Holbert - State Farm Agent Full time

    About 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.