Client Services Associate
3 weeks ago
Are you experienced in the financial industry and looking to use your expertise at a fun, fast-paced, and growing environment? Strategic Financial Solutions is looking for a Client Services Associate, who will work closely with the 3 advisors in our firm and our clients and assisting in their financial planning.
Strategic Financial Solutions is a fast-paced, fun, friendly, and dedicated environment. This position will involve working with a dedicated group of people, serving our clients with utmost respect, to help them achieve their financial goals and exceed their expectations for retirement.
MAJOR RESPONSIBILITIES:
Process trade orders for existing SFS clients.
Process new business for our firm in a timely manner, with proper tracking in place.
Answer questions regarding the firm’s products and services for both internal and external clients.
Maintain larger and/or complex client accounts
Ensures proper handling and safeguarding of classified, confidential, private and sensitive information
Provide quality service and information to the firm’s clients
Serve as liaison between advisors and clients to ensure that items have been handled effectively and in a timely manner.
Complete case preparation for upcoming client meetings
Complete client servicing follow-up, including transcription, for our team of advisor’s clients.
Complete MoneyGuide Elite for new and existing clients for the SFS Advisors.
REQUIREMENTS:
2+ Years of Financial Industry Experience
FINRA Licensed (Series 6) or willingness to do so within first 90 days of hire
Knowledge with trading and investments
Strong ability to prioritize and organize tasks, projects, and other assignments
Future-based mindset
Salary to be determined based off of experience and will be discussed during the interview process.
#J-18808-Ljbffr
-
Client Services Associate
5 days ago
Cedar Rapids, United States Mediacom Communications Full timePosition: Client Services AssociateWho we are: Since 1995, Mediacom Communications has become a coast-to-coast presence with operations in 22 states and a team exceeding 4,000 people with the mission of bridging the digital divide between America’s major cities and America’s smaller regions. The services we offer—faster, more reliable internet...
-
Client Service Associate
1 month ago
Cedar Knolls, United States New Horizons Wealth Management Full timeJob DescriptionJob DescriptionClient Service Associate - Family Wealth Management Firm Overview: The position is about delivering the ultimate client experience. A candidate should be well spoken, personable in connecting with clients, flexible in handling a variety of operational tasks, and an ability to deliver an exceptionally positive and helpful...
-
Client Service Associate
4 weeks ago
Grand Rapids, United States Stifel Financial Corporation Full timeThe Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processi Client Service, Associate, Financial Advisor, Service, Processing, Branch Manager, Retail
-
Client Service Associate
4 weeks ago
Grand Rapids, United States Stifel Full timeSummary The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and...
-
Client Service Specialist, PC
4 days ago
Cedar Rapids, United States Holmes Murphy & Associates Full timeAre you interested in the opportunity to grow and share your unique potential every day, a place that offers a holistic approach to your well-being, an environment that encourages volunteering, and a company with a culture where celebrating your and our client's success is just part of what we do? Well, you've come to the right place. We have an opening for...
-
Virtual Client Service Associate
2 weeks ago
Cedar Knolls, United States New Horizons Wealth Management Full timeJob DescriptionJob DescriptionVirtual Client Service Associate - Family Wealth Management Firm Overview: The position is about delivering the ultimate client experience. A candidate should be well spoken, personable in connecting with clients, flexible in handling a variety of operational tasks, and an ability to deliver an exceptionally positive and helpful...
-
Client Service Specialist, PC
5 days ago
Cedar Rapids, United States Holmes Murphy & Associates Full timeAre you interested in the opportunity to grow and share your unique potential every day, a place that offers a holistic approach to your well-being, an environment that encourages volunteering, and a company with a culture where celebrating your and our client’s success is just part of what we do? Well, you’ve come to the right place. We have an opening...
-
Client Service Associate
4 weeks ago
Grand Rapids, United States Stifel Financial Corporation Full timeA highly successful, leading edge, and fun private wealth advisory practice is seeking a Client Service Associate to join our team in Grand Rapids, MI. If you love people, thrive on bringing order from chaos, and want a higher meaning and satisfactio Client Service, Associate, Registered, Financial Advisor, Wealth Advisor, Service, Retail
-
Client Service Associate
1 week ago
Grand Rapids, United States Stifel Full timeSummary A highly successful, leading edge, and fun private wealth advisory practice is seeking a Client Service Associate to join our team in Grand Rapids, MI. If you love people, thrive on bringing order from chaos, and want a higher meaning and satisfaction from your career, this is the opportunity for you! We are a 131 year old company that still...
-
Client Service Associate
2 weeks ago
Grand Rapids, United States Stifel Full timeSummary A highly successful, leading edge, and fun private wealth advisory practice is seeking a Client Service Associate to join our team in Grand Rapids, MI. If you love people, thrive on bringing order from chaos, and want a higher meaning and satisfaction from your career, this is the opportunity for you! We are a 131 year old company that still thinks...
-
Guest Services Associate
5 days ago
Cedar Rapids, United States Iowamuseums Full time**Guest Services Associate** Owner: Guest Services Associate **Position Title:** Guest Services Associate **Position Classification:** Seasonal part-time, Non- Exempt **Reports to:** Community Relations Manager **Wages:** $9.00 - $10.00/hour depending on experience **Job Summary:** Provide excellent customer service to all guests of Living History Farms....
-
Senior Client Service Manager
4 days ago
Cedar Rapids, United States Aegon Asset Management Full timeJob Description Summary Company Overview: Aegon Asset Management (Aegon AM) is a leading global investor. Our 375 investment professionals manage and advise on assets of US $306 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our firm around four...
-
Children Services Autism Associate
5 days ago
Cedar Rapids, United States Balance Autism Full timeJob DetailsJob Location Cedar Rapids Clinic - Cedar Rapids, IA Position Type Part Time Education Level High School Salary Range $15.00 Job Category Nonprofit - Social Services Description As a Children's Autism Associate at Balance Autism, you are responsible for supporting people with autism learn new skills and achieve greater independence through...
-
Children Services Autism Associate
5 days ago
Cedar Rapids, United States The Homestead Full timeAs a Children's Autism Associate at Balance Autism, you are responsible for supporting people with autism learn new skills and achieve greater independence through data-driven therapy in their homes or out in the community. Skills may be related to hygiene, personal care, building social relationships and networks, communication, vocational, and community...
-
Client Coordinator
4 days ago
Cedar Rapids, United States Aston Carter Full timeAston Carter is hiring a client coordinator to join an industry leading company in Cedar Rapids! Responsbilities of this role include a heavy focus on client relationships and customer service. Description: + Responds to inquiries or issues in a timely manner on the phone and/or email. + Resolves issues through active listening by clarifying the concern,...
-
Client Strategist
4 weeks ago
Cedar Rapids, United States Medtouch Full timeClient StrategistWho We AreMedTouch is a digital marketing agency that provides strategy, design, technology, interactive marketing and innovation through its software and professional services practice for over 80 healthcare clients in 20 states. These clients include nationally-ranked academic medical centers, community hospitals, rehabilitation...
-
Client Services Representative
3 weeks ago
Coon Rapids, United States AscensionPoint Recovery Services Full timeAscensionPoint Recovery Services, LLC ("APRS") is a Minnesota based nationally licensed collection agency specializing in decedent debt receivable management services. APRS' core competency is managing decedent debt recovery for credit grantors and service providers. APRS prides itself on its unwavering commitment to provide the best possible Survivor...
-
Client Coordinator
4 days ago
Cedar Rapids, United States Aston Carter Full time+ Responds to inquiries or issues in a timely manner on the phone and/or email. + Resolves issues through active listening by clarifying the concern, determining the best course of action, explaining the solution, expediting correction including dispatching service and/or ordering parts, ensuring a quality interaction. + Generates detailed and factual...
-
Client Coordinator
4 days ago
Cedar Rapids, United States Aston Carter Full timeDescription: + Responds to inquiries or issues in a timely manner on the phone and/or email. + Resolves issues through active listening by clarifying the concern, determining the best course of action, explaining the solution, expediting correction including dispatching service and/or ordering parts, ensuring a quality interaction. + Generates...
-
Tax Associate
2 weeks ago
Cedar Rapids, United States Lincoln Group Full timeThe Lincoln Group has partnered with a leader in the client services industry in search of a Tax Associate, on a direct-hire basis, to join their exceptional team! The Tax Associate role will work under the supervision of a Controller, Director, Manager, and/or CPA. An Associate will support the firm’s clients in the duties listed below and provide...