![Stratos Wealth Partners](https://media.trabajo.org/img/noimg.jpg)
Client Services Associate
3 weeks ago
Do you want to be part of a young, energetic team culture? Are you looking for an opportunity with an entrepreneurial, growing firm? If so, read on.
At ButsonFinancial Advisors, LLC, we believe that our client relationships start with peopleand purpose and our firm culture is based on this fundamental appreciation ofwhat wealth means to each individual person and family. If you are eager to bepart of a young, energetic, growing practice and are passionate about helpingindividuals and families work towards achieving their financial goals, wewelcome you to apply.
We are seeking a qualified Client Services Manager to join ourgrowing, independently affiliated firm in our Grove City, Pa branch office.This is a fantastic opportunity to continue to build your career within astructured program with access to outstanding market and growth opportunities.
The position is a full-time position (32 hours per week) that pays $18/hour with a $2 hour raise after completion ofa 90-day training period resulting in $20/hour. We offer a competitivecompensation package with personal time off (PTO); paid federal holidays; healthinsurance reimbursement; and 401k and opportunities for incentives and careergrowth within our organization.
THE ROLE
The Client Services Associate will help us deliver excellent support and service to clients. You will support the firm in delivering outstanding client service through in-person, phone, and electronic communications with clients as well as financial institutions. The role requires someone who is internally motivated and self-directed but can collaborate and work as part of a team. The ideal candidate must be thorough and detail-oriented, have fantastic communication skills, and truly enjoy talking to clients and forming relationships. Additionally, you must have a strong desire to learn, grow, ask questions, and have a passion for personal development.
This is not a sales role. This position allows the individual to gain valuable experience in wealth management, develop communication and analytical skills, and progress toward more client interaction and responsibilities.
Job Responsibilities
- Open the office Monday through Thursday and be available to assist walk in clients.
- Assist Grove City financial advisor with branch management including phones, emails, address customer service needs, implement branch policies, procedures and organizational standards
- Handle client service calls, client paperwork, appointment confirmations, updates to client information, and extensive use of technology [Microsoft Word, Excel, proprietary investment-related software, and the Client Records Management System (Redtail)].
- Responsible for preparing and summarizing client meetings, filing in Redtail system, organizing and printing out appropriate reports, and providing necessary follow-ups.
- Manage the Grove City lead financial advisor's schedule to book client appointments. There is no "cold calling" and appointments will only be booked for existing clients and prospects.
- Coordinate with other team members, who are based in the Sewickley Office, as needed.
- Participation in marketing, advertising, and promotional activities.
- Excellent oral and written communication skills are a must.
- Willingness to accept and perform other duties, as needed and assigned.
- Associate or higher degree from an accredited institution, college, or university.
- Proficiency in MS Office with expertise in Microsoft Word, Excel, Outlook, PowerPoint and Web Browsers.
- Excellent communication (oral and written), interpersonal, organizational, and presentation skills.
For more information about the practice, please visit our website: www.butsonstratoswp.com.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and The Kelley Financial Group are separate entities from LPL Financial.
-
Client Services Specialist
1 week ago
Grove City, Pennsylvania, United States Stratos Wealth Partners Full timeAbout the OpportunityAre you ready to make a meaningful impact in a vibrant and growing financial advisory firm?At Stratos Wealth Partners, we prioritize building strong client relationships rooted in understanding and purpose. Our firm thrives on the belief that wealth management is a personal journey, and we are committed to supporting individuals and...
-
Client Services Specialist
1 week ago
Grove City, Pennsylvania, United States Stratos Wealth Partners Full timeExciting Opportunity in Client ServicesAre you passionate about delivering exceptional service? Do you thrive in a collaborative environment? If so, we invite you to explore this opportunity. At Stratos Wealth Partners, we prioritize our client relationships and understand that each individual and family has unique financial aspirations. Our firm is...
-
Virtual Client Service Associate
3 days ago
Grove City, Ohio, United States Guest Worldwide Full timeRemote Customer Service RepresentativeJoin Guest Worldwide as a vital member of our customer support team, providing essential assistance to clients and Territory Managers (TMs) in the sales of hospitality and operational supplies.Location: RemoteDepartment: SalesPosition ID: R55101Key Responsibilities:Deliver exceptional customer service by responding...
-
Client Service Associate
4 weeks ago
Sioux City, United States Stifel Financial Full timeWe are here to provide our clients with advice, strategies and service to help them achieve their long-term financial goals. Are you that special person who can provide great service to our clients, is well organized and easily multi tasks? We are gr Client Service, Associate, Financial Advisor, Service, Processing, Administrative, Retail
-
Client Services Associate
4 days ago
Culver City, California, United States The Joint Chiropractic Full timeClient Services AssociateThe Client Services Associate is essential in delivering outstanding support to our members and patients at The Joint Chiropractic. This role primarily aims to enhance member acquisition to meet organizational objectives. Key responsibilities include:Greet members and patients with warmth and professionalism upon their arrivalManage...
-
Client Services Associate
5 days ago
Culver City, California, United States David Church - State Farm Agent Full timeBecome a Key Member of Our Team as a Client Services AssociateAbout Our Agency:At David Church - State Farm Agent, we are dedicated to delivering outstanding service to our clients. Our mission is to protect what is most important to individuals and families, fostering strong connections with our customers. Join us in making a significant difference in the...
-
Client Service Associate
4 weeks ago
Arizona City, United States Jackson Hewitt Full timeWe 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...
-
Client Services Associate
4 weeks ago
Culver City, United States SPS North America Inc Full timeJob Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail,...
-
Client Services Associate
4 days ago
new york city, United States KDS Strategic Search Group Full timeAmazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team.In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing...
-
Client Services Associate
1 month ago
Redwood City, United States Evolve Talent Partners Full timeEstablished wealth management firm is seeking a Client Service Associate to join their team. This role is responsible for supporting the operational and administrative functions of the firm. The ideal candidate is a dedicated professional with relevant experience. Strong attention to detail, organizational skills, and the ability to form professional...
-
Client Services Associate
2 months ago
Redwood City, United States Evolve Talent Partners Full timeEstablished wealth management firm is seeking a Client Service Associate to join their team. This role is responsible for supporting the operational and administrative functions of the firm. The ideal candidate is a dedicated professional with relevant experience. Strong attention to detail, organizational skills, and the ability to form professional...
-
Client Services Associate
1 month ago
Redwood City, United States Evolve Talent Partners Full timeEstablished wealth management firm is seeking a Client Service Associate to join their team. This role is responsible for supporting the operational and administrative functions of the firm. The ideal candidate is a dedicated professional with relevant experience. Strong attention to detail, organizational skills, and the ability to form professional...
-
Client Services Associate
2 months ago
Redwood City, United States Evolve Talent Partners Full timeEstablished wealth management firm is seeking a Client Service Associate to join their team. This role is responsible for supporting the operational and administrative functions of the firm. The ideal candidate is a dedicated professional with relevant experience. Strong attention to detail, organizational skills, and the ability to form professional...
-
Client Relations Associate
2 weeks ago
Elk Grove, United States AVM California Solutions Full time $41,000 - $51,000Job DescriptionJob DescriptionWe value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved the quality of our...
-
Client Relations Associate
7 days ago
Elk Grove, United States AVM California Solutions Full time $41,000 - $51,000Job DescriptionJob DescriptionWe value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved the quality of our...
-
Client Services Associate
1 week ago
Rapid City, South Dakota, United States Black Hills Federal Credit Union Full timeRole Overview:As a Client Services Associate, you will be responsible for delivering a variety of services to our members through various communication channels, including phone, online chat, and text messaging. Key Responsibilities:1. Engage with members to address inquiries and provide assistance in a professional manner.2. Identify the specific needs of...
-
Client Services Associate
3 days ago
Oklahoma City, Oklahoma, United States Closet Factory Oklahoma & Bentonville AR Full timeJob OverviewPosition Title: Administrative CoordinatorLocation: Closet Factory ~ Oklahoma City, OklahomaEmployment Type: Full-Time (Monday to Friday, with occasional weekend responsibilities)Role Summary: We are in search of a skilled and personable Administrative Coordinator to enhance our team and deliver outstanding support while fostering a welcoming...
-
Client Services Operations Associate
1 week ago
Jersey City, New Jersey, United States US Tech Solutions Full timeJob Overview:We are seeking a dedicated Client Services Operations Associate who embodies a client-focused mindset and is eager to develop their skills. This position will initially be remote, transitioning to a hybrid work model. The hybrid schedule will not exceed three days in the office each week for temporary staff.There is potential for extension or...
-
Client Success Specialist
4 days ago
Arizona City, Arizona, United States Client Focus Full timeCustomer Support RepresentativeAt Client Focus, we recognize the essential role of the Customer Support Representative (CSR) in ensuring customer satisfaction and success. This position is designed for individuals with a minimum of mid-level experience and offers a competitive compensation range of $16-$17.50.The CSR is pivotal in managing daily interactions...
-
Client Service Coordinator
2 weeks ago
Lake Grove, United States Banfield Full timeClient Service Coordinator SUMMARY 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...