Client Services Associate
3 weeks ago
Overview:
Connecting clients to markets and talent to opportunity
With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, were a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, The StoneX Group is made up of four segments that offer endless potential for progression and growth.
Business Segment Overview:
Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.
Position Purpose:
In this role, you will have the opportunity to work alongside multiple Financial Advisors in our practice. You will connect with clients and develop relationships as they navigate wealth management.
Responsibilities:Primary duties will include:
- Provide efficient and timely customer service to clients.
- Client Care which includes phone calls, customizing client portals, general client questions and working with clients to resolve issues.
- Prepare financial documents including preparation for client meetings.
- Attend prospective client meetings to assist with data gathering.
- Open and maintain client account records across various custodial platforms
- Assist with office activities including drafting professional emails and letters, filing, and mailings.
- Manage appointments and other administrative responsibilities.
- Maintain accurate client information in Salesforce and other programs as directed.
- Understand policies and maintain records required by compliance.
- Other practice management tasks as needed.
- Represent the firm professionally both inside and outside the office.
Qualifications:
To land this role you will need:
- Strong financial services experience required.
- Superior organization skills and attention to detail
- Must have the willingness to learn firm tech systems and implement them into the advisor's practice
- Ability to multi-task, prioritize effectively and be a self-starter
- Strong written and oral communication skills
- Experience in Microsoft Office Suite.
- Develops and maintains positive working relationships with others.
- Extremely task-oriented, with high standards of quality and accuracy.
- Strong follow-through skills on delegated tasks and assignments
- Actively shares ideas and information on firm roles, responsibilities and systems.
- Completes action items in a timely manner.
- Maintains a high level of customer service and is passionate about meeting and assisting clients.
- Takes pride in the achievement of team objectives.
- Manages time effectively.
- Keeps pace with changes and acquires knowledge/skills to further personal, professional, and team capability.
- Consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
Education / Certification Requirements:
- Series 7 and/or 66 licenses preferred.
- Experience with Salesforce is a plus.
Working environment:
- Hybrid - In Office 3 Days
-
Client Services Associate
2 weeks ago
Birmingham, United States StoneX Group Inc. Full timeOverview Connecting clients to markets - and talent to opportunity With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we're a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets - focusing on innovation, human connection, and providing world-class...
-
Client Services Associate
2 weeks ago
Birmingham, United States StoneX Group Full timeOverview Connecting clients to markets - and talent to opportunity With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we're a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets - focusing on innovation, human connection, and providing world-class products...
-
Client Services Associate
2 weeks ago
Birmingham, United States StoneX Full timeConnecting clients to markets – and talent to opportunity With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products...
-
Client Service Representative
2 weeks ago
Birmingham, United States VCA Antech, Inc. Full timeClient Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're looking for a personable...
-
McGriff Client Service Specialist
1 week ago
Birmingham, United States Truist Financial Corporation Full timeBuild and maintain professional rapport with clients, vendor and teammates by providing superior internal and external service support. Work as a supportive member of the sales and service teams. ESSENTIAL DUTIES AND RESPONSIBILITIES - Following is Client Service, Specialist, Communications, Service, Banking, Business Services, Client
-
Client Services Representative II
1 week ago
Birmingham, United States Savant Wealth Management Full timeLooking for an exciting opportunity to utilize your exceptional client service and relationship building skills in the fast-paced and dynamic financial services industry? Look no further! We are seeking a highly motivated and talented individual to join our team Client Services.About Our Client Services Representative II:We are looking for an experienced...
-
Client Accounting Associate
3 weeks ago
Birmingham, United States Kassouf & Co. Full timeFirm Overview:Founded in 1931, Kassouf is a CPA, advisory and financial planning firm headquartered in Birmingham, Alabama. With locations in Birmingham, Auburn, Orange Beach, and Baton Rouge, Kassouf currently has more than 100 team members.We understand that any goal is achieved based on the effectiveness of the team. That’s why team development,...
-
McGriff Client Service Specialist-Surety
4 days ago
Birmingham, United States McGriff Insurance Broker Full timeBuild and maintain professional rapport with clients, vendor and teammates by providing superior internal and external service support. Work as a supportive member of the sales and service teams. ESSENTIAL DUTIES AND RESPONSIBILITIES - Following is Client Service, Specialist, Communications, Service, Insurance, Business Services, Client
-
Registered Wealth Management Client Associate
3 weeks ago
Birmingham, United States Bank of America Full timeJob Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Client Service Manager
2 days ago
Birmingham, Alabama, United States Gallagher Full timeAbout Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...
-
Client Service Specialist
2 weeks ago
Birmingham, United States EPIC Insurance Brokers & Consultants Full timeClient Service Specialist Summary Position interacts with customers and employees as the first point of contact at ONI Risk Partners to provide requested information. Assist with other projects as needed by different business lines. Duties And Responsibilities Provide support to Account Coordinators in the processing of commercial lines insurance policies...
-
Client Service Specialist
3 days ago
Birmingham, United States EPIC Insurance Brokers & Consultants Full timeClient Service Specialist Summary Position interacts with customers and employees as the first point of contact at ONI Risk Partners to provide requested information. Assist with other projects as needed by different business lines. Duties And Responsibilities Provide support to Account Coordinators in the processing of commercial lines insurance policies...
-
administrative services associate
2 weeks ago
Birmingham, Alabama, United States University of Alabama, Birmingham Full timeADMINISTRATIVE SERVICES ASSOCIATE - (T Description ADMINISTRATIVE SERVICES ASSOCIATE Under minimal supervision, to provide diverse and confidential administrative, secretarial and support services to the director and division managers. May handle assignments that require a thorough knowledge of the policies and procedures for the department/institution. ...
-
Flexible Customer Service Associate
3 days ago
Birmingham, United States The Hertz Corporation Full timeDo you like to have different types of assignments and variety in your work? Do you like to be appreciated for your ability to provide helpful, quality service and getting things done the "right way?" You are concerned with accuracy and like to have Customer Service, Sales Associate, Associate, Service, Processing, Customer, Retail, Automotive
-
Associate Attorney
4 weeks ago
Birmingham, United States Latham Law Group Full timeCompany DescriptionLatham Law Group, a fast paced, high volume growing personal injury litigation firm, is seeking an ambitious and driven Associate Attorney to join our team. At the heart of our practice is a deep-seated passion for justice, coupled with an unyielding commitment to our clients. Our firm is a place where ambition meets opportunity. As a...
-
Associate Attorney
4 weeks ago
Birmingham, United States Latham Law Group Full timeCompany DescriptionLatham Law Group, a fast paced, high volume growing personal injury litigation firm, is seeking an ambitious and driven Associate Attorney to join our team. At the heart of our practice is a deep-seated passion for justice, coupled with an unyielding commitment to our clients. Our firm is a place where ambition meets opportunity. As a...
-
Associate Attorney
3 weeks ago
Birmingham, United States Latham Law Group Full timeCompany DescriptionLatham Law Group, a fast paced, high volume growing personal injury litigation firm, is seeking an ambitious and driven Associate Attorney to join our team. At the heart of our practice is a deep-seated passion for justice, coupled with an unyielding commitment to our clients. Our firm is a place where ambition meets opportunity. As a...
-
Account Service Representative
3 weeks ago
Birmingham, United States Career Personnel Services Full timeJob DescriptionJob DescriptionAre you ready to start your new career in 2023??!!!A highly reputable and successful insurance company is seeking new team members for 2023 for their Account Service Representative role.Summary: Aid Account Manager(s) in servicing of new and renewal business. Effectively resolve client requests. Compiles data, performs routine...
-
Account Service Representative
3 weeks ago
Birmingham, United States Career Personnel Services Full timeJob DescriptionJob DescriptionAre you ready to start your new career in 2024??!!!A highly reputable and successful insurance company is seeking new team members for 2023 for their Account Service Representative role.Summary: Aid Account Manager(s) in servicing of new and renewal business. Effectively resolve client requests. Compiles data, performs...
-
Retail Sales Associate
3 days ago
Birmingham, United States Elements Massage Full timeOverview: If youre looking for a job where you can positively change the lives of clients in a meaningful way, then look no further! Studio Specific Pay and Benefits Pay $13-$15 per hour based on experience Bonuses based on monthly Wellness Program sales Dental, Vision, Short Term Disability, Accidental Insurance Complimentary monthly massage ...