Client Service Associate
5 months ago
Company Overview:RemoteLink Solutions seeks to establish itself as the premier back-office solution for independent financial advisors nationwide. Our solution allows an advisor to fill the need for an assistant without taking on the liability, training, and management of hiring an employee. In some cases, we may be helping advisors who want to grow but are spending too much time on administrative functions themselves. In most cases, we provide the support they need so they can focus on continued growth.RemoteLink Solutions is a subsidiary of TalentLink Solutions. Formed in 2014, TalentLink Solutions was created to offer the financial services community a hiring and human resources consulting solution that allows for a firm's growth and success. Through this service offering, the firm's Principals uncovered the need to provide a remote assistant solution for the independent financial advisor, thus prompting the launch of RemoteLink Solutions.Position Overview/Summary:Due to growth, RemoteLink Solutions has an exciting opportunity to offer the right individual. This role will have responsibilities including: direct client contact, relationship building, conducting periodic account reviews, completing financial transactions, and multiple administrative duties. The ideal candidate must be extremely professional in appearance and manner, willing to accept direction yet with the ability to think on their own and is quick to learn new things. Additionally, he/she must have outstanding customer service skills, be very detail-oriented, and have superior computer, organizational, and multitasking ability.Responsibilities:Prepare Advisors for meetings with appropriate forms, reports, data, and research.Prepare investment account paperwork and manage the transfer of assets.Perform portfolio administration with regard to client data, contributions, and withdrawals.Prepare and manage to completion investment and insurance paperwork.Respond to client requests for service and trouble-shoot service issues.Establish client files and maintain client data in CRM program.Assist Advisors with scheduling client reviews, client communication, agendas, recaps, and recommendations.Proactively communicate with Advisors regarding work in progress.Process client account paperwork and process internal and external asset movements through Broker/Dealer platforms.Answer inbound phone and email inquiries and route to appropriate staff and team members.Attend all compliance training.Perform general clerical duties including but not limited to photocopying, faxing, mailing, and shippingPersonal Characteristics:Demonstrates a high degree of self-motivation and possesses a sense of urgency to exceed expectations.Applies his/her skills to maintain a high level of productivity; is accurate and thorough in delivering quality work; pays attention to all relevant details.Picks up on new knowledge quickly, applies new learning to be more effective at work, works to continuously improve.Demonstrates outstanding verbal, written communication skills, excellent customer service and phone etiquette.Demonstrates strong time management skills with ability to multi-task and prioritize effectively.Technical, Operations & Administration:Adheres to reporting guidelinesDemonstrates industry knowledge and functional expertise or has a history of quickly learning new fieldsMaintains FINRA and SEC compliance guidelinesQualifications:Associates degree in related field or equivalent experience highly preferredFinancial services industry experience a plus but not necessaryCompensation and Benefits:Starting at $19.50/hr. with increases at 6 months to $21.63/hr. and one year to $24.03/hr. based on performance.Opportunity to move to a hybrid schedule at 6 months based on performance.PTO, 11 recognized holidays plus 2 floating holidays, medical/dental/vision, ST/LT disability, 401K with a company match
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Registered Client Service Associate
6 months ago
San Diego, United States Vets Hired Full timeAbout the job Registered Client Service Associate Job TypeFull TimeYour roleAre you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to:keep management systems up-to-date with client informationeducate clients on account services and capabilitieshelp with the preparation of reports and...
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Registered Client Service Associate
6 months ago
San Diego, United States Vets Hired Full timeAbout the job Registered Client Service Associate Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of...
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Senior Client Service Associate
3 months ago
San Diego, United States TalentLink Solutions Full timeOur firm is a $450M+ Registered Investment Advisor in beautiful downtown San Diego, specializing in ultra-high net-worth individuals and families. We function as a multi-family office and are looking the one person that can run our client service and operations. Being a small team, this role is critical to our success! You will be responsible for portfolio...
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Payroll Administrator
4 weeks ago
San Diego, United States Associate Staffing Full time*The Company:*A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.*What You Will...
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Payroll Administrator
2 weeks ago
San Diego, United States Associate Staffing Full time $23*The Company:*Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below.A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions,...
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Client Service Associate
2 weeks ago
San Jose, United States Threadneedle group Full timeDo you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for utilizing the client relationship...
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Client Service Associate
15 hours ago
San Jose, United States Threadneedle group Full timeDo you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model...
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Senior Client Service Associate
2 weeks ago
San Jose, United States Mariner Wealth Advisors, L.L.C. Full timeThe senior client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service, care, and leadership. As one of the first associates a client connects with, the senior client service associate is instrumental in making sure clients have a positive experience that exceeds expectations. If you love building...
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Client Specialist Associate
6 months ago
San Diego, United States Vets Hired Full timeAbout the job Client Specialist Associate Job Description You like interacting with people, fixing things and understand what it means to be a champion of a brand. You are the voice of the company for customers, you understand what it is like to be a customer and appreciate going above and beyond to delight people and solve their problems. This role is key...
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Client Services Associate
1 month ago
San Francisco, California, United States The Trade Desk Full timeAbout The Trade DeskThe Trade Desk is a leading media buying platform that helps global brands and their agencies deliver a more insightful and relevant ad experience for consumers. Our innovative platform sets a new standard for global reach, accuracy, and transparency.Job DescriptionWe are seeking a talented Client Services Associate to join our team. As a...
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Client Service Associate
1 month ago
San Francisco, United States TalentLink Solutions Full timeJob Description Job Description We are a $200M+ financial planning practice in the beautiful San Francisco Financial District. We have recently opened as a fee-only RIA and have the pleasure of supporting over 125 multi-generational households. We have deep relationships with our clients and help them with complex topics like estate planning or trust...
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Fixed Income Client Service Specialist
1 month ago
San Diego, California, United States PIMCO Full timeAbout the RolePIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become...
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Client Service Executive
6 months ago
San Diego, United States Vets Hired Full timeAbout the job Client Service Executive - Executive Liability Essential Duties & Responsibilities Oversee ongoing account service activities. Deliver invoices and manage/collect receivables in conjunction with Client Sales Executive. Meet regularly with Client Sales Executive to update, advise, educate and inform of recent industry trends and events....
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Associate Client Solutions Manager
2 weeks ago
San Diego, United States Freeman Full timeAbout Us Freeman is a global leader in events, on a mission to redefine live for a new era. With a data-driven approach and the industry' largest network of experts, Freeman's insights shape exhibitions, exhibits, and events that drive audiences to action. The integrated full-service solutions leverage a 97-year legacy in event management as well as new...
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Associate Client Solutions Manager
1 day ago
San Diego, United States Freeman Full timeAbout Us Freeman is a global leader in events, on a mission to redefine live for a new era. With a data-driven approach and the industry' largest network of experts, Freeman's insights shape exhibitions, exhibits, and events that drive audiences to action. The integrated full-service solutions leverage a 97-year legacy in event management as well as new...
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Client Services Specialist
2 months ago
San Diego, United States Vervecloud Full timeDescription Verve Cloud Inc., a top provider of cloud-based VoIP systems and business-class Internet, is looking for our next tech-savvy team member. If you are passionate about a Field Tech career, come join us. Verve has an award-winning culture named BEST PLACES TO WORK 2019-2022, GREAT PLACES TO WORK 2020-2022 AND FORTUNE BEST SMALL & MEDIUM WORKPLACES...
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Client Service Liaison
4 weeks ago
San Diego, California, United States Vets Hired Full timeAbout the RoleAs a key member of the Vets Hired team, we are seeking a talented Client Service Liaison to join our growing client services division. In this role, you will be responsible for building and maintaining strong relationships with our clients, ensuring that their needs are met and exceeded.Key ResponsibilitiesUpdate management systems with...
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Client Service Representative
4 months ago
San Diego, United States VCA Animal Hospitals Full timeClient Service Representative. VCA Market Street Animal Hospital is 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 se Client Service, Representative, Service, Client, Animal Care, Retail
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Client Services Representative
3 weeks ago
San Diego, United States Champions Group Holdings Full timeJob Overview:We are seeking a highly skilled Customer Service Representative to join our team. You'll be responsible for handling a high volume of inbound and outbound calls, ensuring 100% customer satisfaction. The ideal candidate is a quick thinker, can work well under pressure, and is able to make sound judgment calls while maintaining empathy and...
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Client Services Representative
3 weeks ago
San Diego, United States Champions Group Holdings Full timeJob Overview: We are seeking a highly skilled Customer Service Representative to join our team. You'll be responsible for handling a high volume of inbound and outbound calls, ensuring 100% customer satisfaction. The ideal candidate is a quick thinker, can work well under pressure, and is able to make sound judgment calls while maintaining empathy and...
