Current jobs related to Client Service Associate - West Columbia - Dryerventheroes
-
Client Services Associate
1 month ago
West Columbia, United States FIG Talent Solutions Full timeClient and Operations Associate The Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations...
-
Client Services Associate
2 months ago
Columbia, South Carolina, United States City of Columbia Full timeCLIENT SERVICES ASSOCIATE (PART TIME) - CITY OF COLUMBIAPOSITION OVERVIEWThis role is pivotal in fostering customer engagement at the City of Columbia; it involves providing membership details and conducting tours for both existing and prospective clients. The associate will manage financial transactions, oversee registrations, and ensure the daily...
-
Client Service Associate
4 weeks ago
West Columbia, United States Raymond James Financial Services Full timeJob Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical...
-
Client Service Associate
3 weeks ago
Columbia, South Carolina, United States Raymond James Financial, Inc. Full timeJob SummaryRaymond James Financial, Inc. is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a key member of our financial services team, you will provide high-quality administrative support to financial advisors, clients, and branch staff.Key ResponsibilitiesProvide exceptional client service through phone, email,...
-
Client Service Associate
4 weeks ago
Columbia, United States Stifel Financial Full timeSummary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties...
-
Client Service Associate
4 days ago
Columbia, United States Stifel Full timeThe Client 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, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and...
-
Client Services Associate
2 weeks ago
Columbia, United States FIG Talent Solutions Full timeClient and Operations Associate The Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations...
-
Client Services Associate
3 weeks ago
Columbia, United States FIG Talent Solutions Full timeClient and Operations AssociateThe Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team,...
-
Client Services Associate
1 week ago
columbia, United States FIG Talent Solutions Full timeClient and Operations AssociateThe Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team,...
-
Client Service Associate
3 weeks ago
Columbia, Missouri, United States Stifel Financial Full timeJob SummaryThe Client Service Associate plays a vital role in supporting the Financial Advisor in the daily administration of their business. This includes opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork.Key ResponsibilitiesPerform clerical functions related to opening client accounts...
-
Client Service Associate
4 weeks ago
West Memphis, Arkansas, United States Jackson Hewitt - 1535 Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Jackson Hewitt - 1535. As a Client Service Associate, you will play a critical role in providing exceptional customer service and support to our clients during tax season.Key ResponsibilitiesProvide excellent customer service to clients, responding...
-
Registered Client Service Associate
3 weeks ago
Columbia, United States Stifel Financial Full timeDescription Summary The Registered Client Service Associate assists one or more Financial Advisors 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, preparing mailings, filing, answering the phone, obtaining approvals for Financial Advisor...
-
Registered Client Service Associate
4 weeks ago
Columbia, United States Stifel Financial Full timeSummary The Registered Client Service Associate assists one or more Financial Advisors 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, preparing mailings, filing, answering the phone, obtaining approvals for Financial Advisor...
-
Client Service Associate
3 months ago
Key West, United States Raymond James Financial Services Full timeJob Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical...
-
Brokerage Client Service Associate
1 month ago
Columbia, United States Truist Financial Corporation Full timeThis in an in-office position. The location is 10500 Little Patuxent Parkway, Columbia, Maryland. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development Client Service, Brokerage, Financial Advisor, Associate, Broker, Business Development, Retail
-
Client Service Coordinator
4 weeks ago
Columbia, United States Robert Half Full timeJob DescriptionJob DescriptionWe are offering a short term contract employment opportunity for a Client Service Coordinator - Associate in the Investment Advisory industry, based in Columbia, MD. The role primarily involves administrative support and client service coordination duties, and requires individuals with a strong customer orientation and an...
-
Client Services Associate
2 months ago
West Palm Beach, United States Eaton SAKS International Group Full timeClient Our client is a real estate investment management firm specializing in Single Family Rental (SFR) investments. The team of professionals is comprised of capital markets experts, single-family acquisition specialists, fund managers with proven track records of creating stable, yield producing investment products and asset managers focused on...
-
Client Services Associate
2 months ago
West Palm Beach, United States Eaton SAKS International Group Full timeClientOur client is a real estate investment management firm specializing in Single Family Rental (SFR) investments. The team of professionals is comprised of capital markets experts, single-family acquisition specialists, fund managers with proven track records of creating stable, yield producing investment products and asset managers focused on...
-
Client Services Associate
2 months ago
West Palm Beach, United States Eaton SAKS International Group Full timeClientOur client is a real estate investment management firm specializing in Single Family Rental (SFR) investments. The team of professionals is comprised of capital markets experts, single-family acquisition specialists, fund managers with proven track records of creating stable, yield producing investment products and asset managers focused on...
-
Client Service Associate
2 weeks ago
West Memphis, United States Jackson Hewitt Full timeAt Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers dont receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our...
Client Service Associate
3 months ago
We are looking for someone who thrives in a welcoming, customer service-oriented environment with
excellent communication skills . If you enjoy building strong relationships with clients, then look no further and apply today
Join our team as a
Client Service Associate
and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients' journey with us
No matter your work background or experience level, we welcome you to
apply
Perks:
Corporate discount program
Opportunities for advancement within the organization or as a tax pro
Tax preparation training
Continuing tax education
And More
What you need:
Strong interpersonal and communication skills
Experience in a fast-paced retail environment
Basic computer proficiency and ability to troubleshoot
Prior customer service or sales experience preferred, but not required
Willingness to learn and grow in a customer-focused role
If you're looking for a rewarding opportunity to learn new skills and make an impact,
apply today
#J-18808-Ljbffr