Current jobs related to Client Service Associate - St Albans - Oxford Financial Group, Ltd.
-
Client Service Associate
2 weeks ago
St Louis, Missouri, United States HighTower Full timeJoin Our Team as a Client Service AssociateWe are seeking a highly skilled and motivated Client Service Associate to join our team at Hightower Wealth Advisors | St. Louis (HTSTL). As a Client Service Associate, you will play a critical role in controlling our client experience and ensuring that our clients receive the highest level of service.Key...
-
Client Services Associate
1 month ago
St Louis, Missouri, United States Commerce Bank Full timeAbout Commerce BankWe're a leading provider of financial services, dedicated to helping individuals and businesses achieve their goals. Our commitment to excellence is reflected in our award-winning culture, which prioritizes the well-being and growth of our employees.Job SummaryWe're seeking a highly organized and detail-oriented Client Services Associate...
-
Client Service Associate
4 weeks ago
St. Louis, MO, USA, United States BUCKINGHAM STRATEGIC WEALTH LLC Full timeJob Title: Client Service AssociateWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Buckingham Strategic Wealth LLC. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients.Key Responsibilities:Monitor and track client requests to ensure...
-
Client Services Associate
4 weeks ago
St Louis, Missouri, United States Commerce Bank Full timeAbout Commerce BankWe're a leading provider of financial services, dedicated to helping individuals and businesses achieve their goals. Our commitment to excellence is reflected in our award-winning culture, which prioritizes the well-being and growth of our employees.Job SummaryWe're seeking a highly organized and detail-oriented Client Services Associate...
-
Association Services Client Representative
2 weeks ago
St Petersburg, United States Rose International Full timeRequired Education: High School diploma or equivalent Required Qualifications: 3 years of client service and operational experience Previous Banking Experience Accept and process order from property management companies to provide coupon books or statements to consumers Effective Listening and problem solving Demonstrated proficiency in Microsoft Office and...
-
Client Associate
1 week ago
St Louis, Missouri, United States Precision Wealth Strategies LLC Full timeJob SummaryPrecision Wealth Strategies LLC is seeking a highly motivated and detail-oriented Client Associate to join our team. As a Client Associate, you will be responsible for managing client relationships, facilitating client meetings, and coordinating actions among the team to achieve client objectives.The ideal candidate will have a strong...
-
Sr Client Service Associate
5 months ago
St. Louis, United States first-bank Full timePosition Details Our Sr Client Service Associates assist our Financial Advisors with administrative duties up to and including scheduling of customer appointments, providing customer service, and act as a liaison for the Brokerage Administration department. What You Will Be Doing Providing clerical assistance including filing of customer...
-
Association Services Client Representative
4 weeks ago
St. Petersburg, United States Rose International Full timeJob SummaryWe are seeking a highly skilled Association Services Client Representative to join our team at Rose International. As a key member of our client services team, you will be responsible for providing exceptional service to our clients, processing orders, and analyzing data to ensure accurate and timely results.Key ResponsibilitiesReview and analyze...
-
Client Services Associate
3 weeks ago
St Louis, Missouri, United States The Salvation Army Full timeJob SummaryThe Salvation Army is seeking a skilled and compassionate individual to fill the role of Program Monitor at our Cooling Center. As a key member of our team, you will be responsible for ensuring the safety and well-being of our clients, while also providing exceptional customer service and support.Key ResponsibilitiesMonitor clients to maintain...
-
Association Services Client Representative
4 weeks ago
St. Petersburg, United States Rose International Full timeRequired Education: High School diploma or equivalent Required Qualifications: 3+ years of client service and operational experience Previous Banking Experience Accept and process order from property management companies to provide coupon books or statements to consumers Effective Listening and problem solving Demonstrated proficiency in...
-
Client Service Associate
5 days ago
St Petersburg, United States Raymond James Financial Incorporated Full timeJob SummaryUnder general supervision, uses skills obtained through experience and training to administer the establishment and maintenance of new and existing client accounts. Also, facilitates problem resolution, document processing, and branch support. Follows established procedures to perform routine tasks and receives general guidance and direction to...
-
Client Associate/Registered Client Associate
2 weeks ago
St Paul, United States RBC Capital Markets, LLC Full timeJob Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...
-
Client Service Associate- St. Louis, MO
5 months ago
St Louis, United States Raymond James Financial Services Full timeCelebrating 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 Client Service, Financial Advisor, Associate, Client Relations, Relationship, Customer Service, Retail
-
St. Augustine, Florida, United States Truist Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Brokerage Registered Client Service Associate to join our team at Truist. As a key member of our operations team, you will be responsible for providing exceptional client service and support to our financial advisors.Your primary focus will be on servicing clients, including preparing financial...
-
Client Service Associate
4 weeks ago
St Petersburg, United States Raymond James Financial Incorporated Full timeJob Summary Under general supervision, uses skills obtained through experience and training to administer the establishment and maintenance of new and existing client accounts. Also, facilitates problem resolution, document processing, and branch support. Follows established procedures to perform routine tasks and receives general guidance and direction to...
-
Client Services Manager
2 months ago
St. Petersburg, United States Banfield Pet Hospital Full timeJob Summary:The Shift Lead is a critical role in ensuring the smooth operation of our veterinary hospital. As a key member of our team, you will be responsible for overseeing the daily activities of our Client Services Coordinators and Vet Assistants, ensuring that our clients receive exceptional care and service.Key Responsibilities:Assist the Practice...
-
Client Service Associate
4 weeks ago
St Louis, Missouri, United States RFG Advisory Full timeJob Title: Client Service Associate - Wealth ManagementAre you a detail-oriented and organized individual with excellent communication skills? Do you have a passion for delivering exceptional customer service and building strong relationships with clients? We are seeking a highly motivated and results-driven Client Service Associate to join our team at RFG...
-
Client Services Associate
3 months ago
St Louis, United States Commerce Bank Full timeAbout Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with...
-
Client Service Associate
4 weeks ago
St Louis, Missouri, United States RFG Advisory Full timeJob Title: Client Service Associate - Wealth ManagementWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at RFG Advisory. As a Client Service Associate, you will play a critical role in providing exceptional customer service to our clients and supporting our financial advisors in their daily...
-
Tax Professional
1 month ago
Saint Albans, Vermont, United States H&R Block Full timeAbout H&R BlockWe believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We value diversity and inclusion and make everyone feel like they belong.A Typical Day...As a Client Service Professional/Receptionist, you'll focus on delivering exceptional...
Client Service Associate
3 months ago
A Client Service Associate provides extraordinary client service as a dedicated member of a client service team. The Client Service Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude. Duties & Responsibilities: Client contact and relationship management Assists with the preparation and review of client-focused presentation materials Troubleshoots client issues and directs effort to conclusion Coordinates in obtaining all required information needed by support teams to complete projects and reviews all internal delegations and projects for accuracy, completeness, timeliness and ease of presentation Contacts outside advisors, custodians, etc. for assistance Prepares and updates Financial Statements for clients in addition to related analysis Follows policies and procedures for Financial Statements Reviews information received and appropriately incorporates it in the Financial Statement Prepares analysis accurately, concisely and with attention to detail Prepares paperwork for account opening, money movement or other account administration related items Identifies and prepares all required account documentation based on review of client needs and registration (may include, but not limited to, gifting, retitle assets, cash or security movement, investment account administration) Coordinates loan or margin obtainment/renewal documents Initiates Investment Policy Statement (IPS) process Follows policies and procedures for Investment Policy Statements Identifies relevant information needed for IPS generation Prepares request for IPS review and approval Handles certain required administrative tasks Monitors and helps control client profitability through accurate TimeTracker entries Attends team and firm meetings Stays current with technical developments and resources, Oxford’s Approved Manager Report and investment and allocation strategies Qualifications: College degree in a related field or equivalent experience in a related field 3+ years financial services operational experience required Computer proficiency in Microsoft Outlook and Word with excellent computer skills in Excel Must have strong analytical skills; accurate attention to detail and the ability to interpret/analyze data Must have a professional demeanor with the utmost respect for confidential matters Must have excellent written and verbal communication skills with strong interpersonal skills Must be able to work independently and in a team environment Must have strong work ethic with a positive attitude Must be detail oriented with excellent organizational skills Must have ability to multi-task Must have ability to work in a high stress, fast paced environment Must be a self-starter and results oriented Working Conditions: Limited travel as business needs necessitate Long periods of sitting, utilizing a computer Working onsite daily #J-18808-Ljbffr
