Client Service Associate

2 months ago

Zelienople, United States TalentLink Solutions Full time

Since our inception in 2007, we have been a high-growth financial planning firm dedicated to retirement investment strategies. Our team focuses on wealth management, annuities, IRA services, life insurance, and retirement income planning, ensuring a tailored approach for our clients. We pride ourselves on long-term client relationships, with a 98% retention rate since inception. We have a 5-person advisory team, who are incredibly fast-paced and growth-oriented - 20+ new households per month is normal for us We are successful as a team because we lead with kindness and collaboration, with everyone focused on the one most important objective of taking care of the clients. We are a family-oriented firm, and many have worked with us for years. With the pace at which we operate, we work hard to take good care of our people

We are looking for a Client Service Associate to support our advisors, our clients and our continued growth. Most importantly, you will have frequent client contact, by telephone, in-person, through written correspondence and by email. You will also work closely with and manage external partners, making you a key contributor to our client experience. You will handle most routine matters involving account opening, administration and maintenance. We want to empower you to take care of as much as possible so the advisors can focus on business growth and client relationships. You are going to be tech savvy, an adopter of change and always willing to help. You are naturally curious, and you are capable of identifying efficiency gaps and executing on improvement. You are proactive and able to help our clients and advisors steer clear of landmines. You will have impeccable detail orientation abilities and an unwavering ability to figure things out, even with little to no direction.

We are willing to train in our industry if you bring natural curiosity, strong desire to learn, impeccable follow through abilities, and initiative. After the training and adaptation period, this role will hold a lot of responsibility and autonomy.

Primary Role Responsibilities:

  • Prepare investment and insurance account paperwork and manage the transfer of assets
  • Respond promptly to client service requests, troubleshoot service issues, and provide effective solutions
  • Assume cashiering function with custodians, ensuring accurate and efficient financial transaction processing
  • Manage the annuity insurance process; obtaining illustrations, application, providing additional documentation, through getting the policy finalized and delivered
  • Interface with custodians to complete new account applications and various account maintenance items, process cash and securities transactions, follow up as needed
  • Prepare materials for client meetings and ensure paperwork is complete and accurate
  • Update and maintain client status and information within CRM and all internal systems and reports
  • Monitor workflows for client service and business operations tasks
  • Proactively communicate with Advisors, providing updates and addressing concerns
  • Conduct research, prioritize issues, and follow up on client and account activities
  • Provide support for all client inquiries via incoming calls and email in a professional manner
Qualifications:
  • Bachelor's degree highly preferred, or equivalent work experience
  • Minimum of 2 years of progressive administrative experience; client service and operations experience in investment management or financial planning preferred
  • Demonstrated excellence in optimizing operational processes and delivering exceptional client service
  • Advanced level proficiency in Microsoft Office
  • Self-motivated and capable of working independently while thriving in a collaborative team environment
  • Strong desire to contribute to key business decisions and provide valuable insights
  • Reliable, responsible, and detail-oriented with exceptional organizational skills
  • Outstanding communication skills, both verbal and written
Compensation & Benefits:
  • Full-time position with a competitive salary and benefits including medical, dental, vision insurance, STD, LTD and 401K, PTO, 10 holidays, and flexible Friday afternoons

  • Logistics Associate

    2 weeks ago

    Zelienople, United States United Parcel Service Inc. Full time

    Transform Your Career with UPS We are seeking a detail-oriented and physically capable Logistics Associate to join our dynamic team in a fast-paced warehouse environment. About the Role: This is a seasonal role that requires lifting up to 70 lbs, working efficiently in a team setting, and maintaining high levels of productivity. As a Logistics Associate, you...

  • 2nd Shift Warehouse Associate

    2 weeks ago

    Zelienople, United States Manpower Full time

    Our client, a leading manufacturer in the food and beverage industry, is seeking a 2nd Shift Warehouse Associate to join their team. As a Warehouse Associate, you will be part of the Operations Department supporting the Packaging Team. The ideal candidate will have strong attention to detail, be a team player, and have a positive attitude which will align...

  • 2nd shift Warehouse Associate

    2 days ago

    Zelienople, United States Manpower Full time

    Job DescriptionJob DescriptionOur client, a leading healthcare provider, is seeking a 2nd shift Warehouse Associate to join their team. As a Warehouse Associate, you will be part of the Operations Department supporting the Supply Chain Team. The ideal candidate will have strong attention to detail, excellent organizational skills, and the ability to work in...

  • Environmental Services Associate Housekeeping

    4 months ago

    Zelienople, United States Lutheran SeniorLife Full time

    Overview: Rates starting at $15 per hour. We are offering a $4,000 Sign-on Bonus (to be paid throughout the first year of employment). Lutheran SeniorLife provides a comprehensive array of community based health and social service programs throughout western Pennsylvania. Our services include LIFE (Living Independence for the Elderly); skilled nursing,...

  • RURAL CARR ASSOC/SRV REG RTE

    1 day ago

    ZELIENOPLE, United States US Postal Service Full time

    US Postal Service - 249 S MAIN ST [Mail Carrier / Package Handler / Delivery Driver] As a Rural Carrier Associate with USPS, you will: Case, deliver, and collect mail along a prescribed rural route using a vehicle; Provide customers on the route with a variety of services...Apply Today >>

  • Administrative Assistant

    1 week ago

    Zelienople, United States TalentLink Solutions Full time

    Since our inception in 2007, we have been a high-growth financial planning firm dedicated to retirement investment strategies. Our team focuses on wealth management, annuities, IRA services, life insurance, and retirement income planning, ensuring a tailored approach for our clients. We pride ourselves on long-term client relationships, with a 98% retention...

  • Care Coordinator

    3 weeks ago

    Zelienople, Pennsylvania, United States Helping Hands Home Care Service Full time

    About the RoleWe are seeking a dedicated and compassionate Care Coordinator to join our team at Helping Hands Home Care Service. This is a home-based position with a unique schedule, working from 4:30pm - 8:30am Monday through Friday and all day Saturday and Sunday EVERY OTHER WEEK (work one week and off the following week).ResponsibilitiesAnswer calls and...

  • Scheduler - After Hours

    2 months ago

    Zelienople, United States Helping Hands Home Care Service Full time

    Job DescriptionHelping Hands Home Care Service specializes in care and daily living assistance to an array of individuals.Helping Hands Home Care Service is a locally owned and operated company.Our caregivers live and work in the communities we serve.Our focus is on both our caregivers and our clients.We invest in our caregivers training and support so that...

  • TalentLink Solutions | Administrative Assistant

    1 week ago

    zelienople, United States TalentLink Solutions Full time

    Since our inception in 2007, we have been a high-growth financial planning firm dedicated to retirement investment strategies. Our team focuses on wealth management, annuities, IRA services, life insurance, and retirement income planning, ensuring a tailored approach for our clients. We pride ourselves on long-term client relationships, with a 98% retention...

  • Activities Associate II, Specialist

    2 days ago

    Zelienople, United States Lutheran SeniorLife Full time

    We are offering a $4,000 Sign-On Bonus (to be paid throughout the first year of employment). Lutheran SeniorLife provides a comprehensive array of community based health and social service programs throughout western Pennsylvania. Our services include LIFE (Living Independence for the Elderly); skilled nursing, home health; personal care; adoption & foster...

  • Activities Associate II, Specialist

    4 weeks ago

    Zelienople, United States Lutheran SeniorLife Full time

    We are offering a $4,000 Sign-On Bonus (to be paid throughout the first year of employment). Lutheran SeniorLife provides a comprehensive array of community based health and social service programs throughout western Pennsylvania. Our services include LIFE (Living Independence for the Elderly); skilled nursing, home health; personal care; adoption & foster...

  • Food Service Worker

    2 months ago

    Zelienople, United States Glade Run Lutheran Services Full time

    Job DetailsJob Location ZELIENOPLE CAMPUS - Zelienople, PA Position Type Full Time Education Level None Job Category Restaurant - Food Service Description*Work for a company that cares and receive a bonus! Food Service Workers may be eligible for a $500 new hire incentive bonus if hired and meet all qualifications.QUALIFICATIONS: Must be at least 16 years...

  • CCTV Systems Engineer

    4 months ago

    Zelienople, United States System One Full time

    System One is currently seeking a Systems Engineer for an industry-leading client in the Zelienople, PA area. Responsibilities: 75% travel to service North American customer sites Troubleshoot installed equipment utilizing standard electrical test equipment such as multimeters to identify issues and implement corrective actions Troubleshoot returned...

  • Financial Advisors Assistant

    1 month ago

    Zelienople, United States TalentLink Solutions Full time

    Since our inception in 2007, we have been a high-growth financial planning firm dedicated to retirement investment strategies. Our team focuses on wealth management, annuities, IRA services, life insurance, and retirement income planning, ensuring a tailored approach for our clients. We pride ourselves on long-term client relationships, with a 98% retention...

  • CCTV Systems Engineer

    3 days ago

    Zelienople, United States System One Full time

    System One is currently seeking a Systems Engineer for an industry-leading client in the Zelienople, PA area.Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding. Responsibilities: 75% travel to service North American customer sites Troubleshoot installed equipment utilizing standard...

  • Hospitality Associate

    5 months ago

    Zelienople, United States Lutheran SeniorLife Full time

    Overview: Rates starting at $15 per hour. This is a casual position and we are offering a $1,000 Sign-on Bonus (to be paid throughout the first six (6) months of employment) Lutheran SeniorLife provides a comprehensive array of community based health and social service programs throughout western Pennsylvania. Our services include LIFE (Living...

  • CCTV Systems Engineer

    6 months ago

    Zelienople, United States System One Full time

    System One is currently seeking a Systems Engineer for an industry-leading client in the Zelienople, PA area. Responsibilities: 75% travel to service North American customer sites Troubleshoot installed equipment utilizing standard electrical test equipment such as multimeters to identify issues and implement corrective actions Troubleshoot returned...

  • Tech 2, Quality Assurance

    7 months ago

    Zelienople, United States Katalyst HealthCares & Life Sciences Full time

    Responsibilities: Ensure compliance of purchased parts delivered to Service. Utilize basic measurement tools to inspect parts (Micrometers, calipers, height gage, thread gage, scales, pin gages, etc.) Perform inspections, checks, and follow sampling procedures according to the applicable instructions on products having been delivered by suppliers...

  • CCTV Systems Engineer Position

    4 weeks ago

    Zelienople, Pennsylvania, United States System One Full time

    Job Title: Systems Engineer - CCTV ExpertSystem One is seeking a skilled Systems Engineer to join our team in the Zelienople area. As a Systems Engineer, you will be responsible for 75% travel to service North American customer sites, troubleshooting installed equipment, and designing training documentation.Responsibilities:Troubleshoot equipment utilizing...

  • Driver Helper

    2 weeks ago

    Zelienople, United States United Parcel Service Inc. Full time

    SHIFT YOUR FUTUREYou could be just the right applicant for this job Read all associated information and make sure to apply.Seasonal Driver Helper SHIFT YOUR TEAM Who exactly are UPS Seasonal Driver Helpers? As a Driver Helper this is a position where you’ll ride along with a Package Delivery Driver in our famous brown trucks and help get packages of all...