Client Service Associate
1 month ago
This is an excellent opportunity for someone starting out in the investment world and wants a career, not a job We are looking for a candidate that wants to learn and grow in this role. Primary responsibility is to initially support the team in sales, marketing and day-to-day operations of a growing branch.Key Responsibilities: Produce quality analytical reports using various software programs Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments Assist participants with various needs Learn and adapt to service needs of various accounts in order to answer day-to-day questions Quickly develop knowledge of forms and account procedures in order to assist clients Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts Enhance relationships with advisors through timely and accurate responses to questions, and act with integrity and respect in all situations Database management of contacts and associates Oversee marketing efforts Special projects as assigned Local office interaction with other support members, Financial Advisors and ManagementQualifications: Some experience working in Finance/Broker-Dealer/Investment background is preferred Bachelor's Degree preferably in Business, Economics, Finance, Accounting or willingness to become licensed will be considered Must be a team player with a proactive, positive, problem-solving disposition Possess a high degree of proficiency with MS office products including Word, Excel and Outlook Must be able to maintain the highest level of confidentiality Excellent communication skills: verbal, written and interpersonal Demonstrate strong accuracy and thoroughness in all facets of daily work Able to interface and articulate well with employees, vendors and clients in a highly professional, timely and friendly manner Able to meet designated deadlines and work effectively in a pressurized environment
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Registered Client Service Associate
1 month ago
Fort Lauderdale, United States Raymond James Financial, Inc. Full time**Description** **Job 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 Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...
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Registered Client Service Associate
2 weeks ago
Fort Lauderdale, United States Raymond James Financial, Inc. Full time**Description** **Job 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 Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...
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Registered Client Service Associate
2 weeks ago
Fort Lauderdale, United States Raymond James Financial Services Full timeDescription Job 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 Registered 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...
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Registered Client Service Associate
4 weeks ago
Fort Lauderdale, United States Raymond James Financial Services Full timeDescription Job 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 Registered 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...
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Registered Client Service Associate
4 weeks ago
Fort Lauderdale, United States Raymond James Financial Services Full timeDescription Job 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 Registered 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...
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Client Associate
2 weeks ago
Fort Lauderdale, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for...
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Client Associate
3 weeks ago
Fort Lauderdale, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings • collect the right documentation...
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Client Service Representative
4 weeks ago
Fort Lauderdale, United States VCA Animal Hospitals Full timeWe are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners expectations. Were looking for a personable yet highly professional service...
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Client Service Representative
2 weeks ago
Fort Lauderdale, United States VCA Animal Hospitals Full timeWe are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners expectations. Were looking for a personable yet highly professional service...
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Client Service Representative
2 weeks ago
Fort Lauderdale, United States VCA Animal Hospitals Full timeWe are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners expectations. Were looking for a personable yet highly professional service...
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Tax Senior Associate
3 weeks ago
Fort Lauderdale, United States EisnerAmper Full timeJob Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you will love from top to bottom - we give you the tools...
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Tax Senior Associate
2 weeks ago
Fort Lauderdale, United States EisnerAmper Full timeJob Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you will love from top to bottom - we give you the tools...
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Client Service Coordinator
3 weeks ago
Fort Lauderdale, United States Banfield Full timeSUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy,welcoming,...
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Client Services Analyst
3 weeks ago
Fort Lauderdale, United States NationsBenefits, LLC Full timeNationsBenefits is recognized as one of the fastest-growing companies in America and a Healthcare Fintech provider of supplemental benefits, flex cards, and member engagement solutions. We partner with managed care organizations to provide innovative healthcare solutions that drive growth, improve outcomes, reduce costs, and bring value to their members....
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Client Services Analyst
2 months ago
Fort Lauderdale, United States NationsBenefits Full timeNationsBenefits is recognized as one of the fastest-growing companies in America and a Healthcare Fintech provider of supplemental benefits, flex cards, and member engagement solutions. We partner with managed care organizations to provide innovative healthcare solutions that drive growth, improve outcomes, reduce costs, and bring value to their members....
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Client Services Analyst
2 weeks ago
Fort Lauderdale, United States NationsBenefits Full timeNationsBenefits is recognized as one of the fastest-growing companies in America and a Healthcare Fintech provider of supplemental benefits, flex cards, and member engagement solutions. We partner with managed care organizations to provide innovative healthcare solutions that drive growth, improve outcomes, reduce costs, and bring value to their members....
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Client Services Associate
1 month ago
Fort Wayne, United States Brown & Brown, INC. Full timeBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. American Specialty Insurance & Risk services, Inc. ("American Specialty") is a nationally- recognized Managing General Underwriter serving the nation's Sports, Leisure and Entertainment industries. New teammates at...
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Registered Wealth Management Client Associate
3 weeks ago
Fort Lauderdale, United States Bank of America Full timeJob Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
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Registered Wealth Management Client Associate
2 weeks ago
Fort Lauderdale, United States Bank of America Full timeJob Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
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Registered Wealth Management Client Associate
2 weeks ago
Fort Lauderdale, Florida, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...