Client Services Associate

1 week ago

Orlando, United States Talently, LLC Full time

Job DescriptionJob Title: Client Services Associate (CSA)Location: OrlandoSalary: $70K-$90K DOE + benefitsSkills: Client Services / Paraplanner / Wealth AssociateAbout Company / Opportunity:The Client Service Associate provides primary support to the Wealth Management Team and must possess excellent organizational skills and interpersonal capabilities to effectively interact with teammates, clients, and the back office. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas of client operations including opening new accounts, movement of funds, and account maintenance. The Client Service Associate must be detail oriented and have the flexibility and ability to prioritize various projects, have strong follow-through, and take initiative on tasks. It's an excellent opportunity for someone who wants to pursue a career as a financial planner or financial advisor.Responsibilities:This position will support a team of Financial Advisors who provide financial plans for our clients that enable them to achieve their retirement goals. Responsibilities to include but not limited to:Coordinate with our clients, advisors, and custodians to set up new accounts, transfer assets, process money movements.Coordinate with clients and advisors to schedule meetings using email, Salesforce and calendar software.Prepare for client meetings by updating agendas in Word or Excel and running reports in our portfolio management software.Proactively supporting advisors by anticipating client needs and enabling advisors to maximize their timeComplete requests from advisors and clients within 24-48hrs, ensuring accuracy, and effectively keeping everyone in the loop throughout the process.Operating in a team-based environment where teammates help each other in times of heavy workload and are all working toward meeting the needs of the clientMust-Have Skills:3+ years of prior experience preferredStrongly proficient in Microsoft Office Suite, with willingness to learn other industry-specific technology/custodial systems, as required.Equivalent of a bachelor's degree or 4-years of college preferred.Current SIE & Series 7 licenses or the ability/willingness to obtain these licenses within 12-months of employment. Other licenses could be required.

  • Sales Associate

    4 weeks ago

    Orlando, Florida, United States Knitwell Group Full time

    About UsAt Knitwell Group, we're committed to providing exceptional client experiences that drive sales growth and customer loyalty. As a Sales Associate - Client Service Expert, you'll play a key role in delivering outstanding service, building strong relationships, and exceeding client expectations.Key Responsibilities:Provide exceptional client service,...

  • Client Support Associate

    5 months ago

    Orlando, United States M. Coast Enterprise Full time

    M. Coast delivers the industry's most innovative and unforgettable client experience. We bring together products and solutions to enable businesses to build, operate, and grow their brand. We are eagerly searching for a driven and eager individual to step into our Client Support Associate role to help us achieve our lofty goals. The Client Support...

  • Client Services Representative

    6 months ago

    Orlando, United States FlightSafety International Full time

    About FlightSafety InternationalFlightSafety International is the world's premier professional aviation training company and supplier of flight simulators, visual systems and displays to commercial, government and military organizations. The company provides training for pilots, technicians and other aviation professionals from 167 countries and independent...

  • Retail Associates

    3 weeks ago

    Orlando, United States Recruiting Firm - Client Company Full time

    Job DescriptionJob DescriptionSales/Stock Associate - Luxury Brand A Well-Known Luxury Brand is seeking multiple Sales/Stock Associates to join their Orlando boutique in a Contracted capacity! This is a demanding and fast-paced role that requires support from highly competent, proactive, self-motivated, and organized individuals.Duration: November...

  • Client Account Solutions Associate

    3 weeks ago

    Orlando, United States ES Solutions Firm Full time

    Do you enjoy working with people? Are you looking for an opportunity to challenge yourself and learn new skills? If you answered yes to these questions then you may just be the person our firm is looking for! We are actively searching for a dedicated Client Account Solutions Associate to add to our diverse team of professionals. Our company works as the...

  • Client Success Associate

    4 weeks ago

    Orlando, Florida, United States Mertzcrew Full time

    About MertzcrewWe are a dynamic team that supports AV Companies with their live-event projects. Our mission is to provide exceptional support and help our clients succeed.Job DescriptionWe are seeking a skilled Client Success Associate to join our team. As a key member of our team, you will be responsible for providing a helpful human touch in a virtual...

  • Client Support Associate

    4 weeks ago

    Orlando, Florida, United States M. Coast Full time

    Job Opportunity at M. CoastM. Coast is a leading provider of innovative solutions and services. We are seeking a highly motivated and customer-focused individual to join our team as a Client Support Associate.Key Responsibilities:Engage with potential customers to educate them on our clients' products and servicesBuild strong relationships with customers...

  • Luxury Brand Sales Associate

    3 weeks ago

    Orlando, Florida, United States Recruiting Firm - Client Company Full time

    Job DescriptionSales/Stock Associate - Luxury BrandA prestigious luxury brand is seeking a Sales/Stock Associate to support their Orlando boutique in a Contracted capacity. This role requires a highly competent, proactive, self-motivated, and organized individual who can deliver outstanding one-on-one customer service.Responsibilities:Deliver exceptional...

  • Client Services Team Lead

    1 month ago

    Orlando, United States Pace® Analytical Services Full time

    Job DescriptionAbout UsPace® Analytical ServicesPace® makes the world a safer, healthier place. Committed to advancing the science of businesses, industries, consulting firms, government agencies, and others, Pace® offers local-level service backed by a national laboratory network. Through in-lab and emergency onsite services, Pace® ensures our air,...

  • Client Services Team Lead

    1 month ago

    Orlando, United States Pace® Analytical Services Full time

    About UsPace® Analytical ServicesPace® makes the world a safer, healthier place. Committed to advancing the science of businesses, industries, consulting firms, government agencies, and others, Pace® offers local-level service backed by a national laboratory network. Through in-lab and emergency onsite services, Pace® ensures our air, water, soil, and...

  • Luxury Client Advisor/Sales Associate

    1 month ago

    Orlando, United States 24 Seven Talent Full time

    Client Overview: Our client is a leading retail brand, popular among consumers of all ages. With locations all over the country they pride themselves on creating an exceptional in-store experience. Sales Associate Overview: As a retail Sales Associate, you will provide outstanding customer service and demonstrate superior product knowledge to customers. You...

  • Luxury Client Advisor/Sales Associate

    1 month ago

    Orlando, United States 24 Seven Talent Full time

    Client Overview:Our client is a leading retail brand, popular among consumers of all ages. With locations all over the country they pride themselves on creating an exceptional in-store experience.Sales Associate Overview:As a retail Sales Associate, you will provide outstanding customer service and demonstrate superior product knowledge to customers. You...

  • Client Services Coordinator

    4 days ago

    orlando, United States WEG Events Full time

    About WEG EventsWEG Events (WEG) is a leading full-service event management company that has perfected the ability to embody a company’s voice, as well as bring to life the brands they represent. When entrusted with overseeing and executing complex events for discerning clients around the world, being a strategic partner – an extension of the clients...

  • Client Services Coordinator

    4 days ago

    orlando, United States WEG Events Full time

    About WEG EventsWEG Events (WEG) is a leading full-service event management company that has perfected the ability to embody a company’s voice, as well as bring to life the brands they represent. When entrusted with overseeing and executing complex events for discerning clients around the world, being a strategic partner – an extension of the clients...

  • Client Services Coordinator

    4 weeks ago

    Orlando, Florida, United States Celmark International Full time

    Job Title: Client Services CoordinatorJob SummaryThe Client Services Coordinator plays a crucial role in ensuring the smooth execution of client orders. This position involves coordinating with clients to initiate and manage order receipt, production, and delivery. Key responsibilities include monitoring project plans, schedules, and orders, as well as...

  • Client Services Team Lead

    1 month ago

    Orlando, United States Pace Analytical Services, LLC Full time

    Client Services Team Lead #24-1167 Orlando, Florida Apply for this job now! About Us Pace Analytical Services Pace makes the world a safer, healthier place. Committed to advancing the science of businesses, industries, consulting firms, government agencies, and others, Pace offers local-level service backed by a national laboratory network. Through in-lab...

  • Client Services Team Lead

    4 weeks ago

    Orlando, FL, United States Pace® Analytical Services Full time

    About UsPace® Analytical Services Pace® makes the world a safer, healthier place. Committed to advancing the science of businesses, industries, consulting firms, government agencies, and others, Pace® offers local-level service backed by a national laboratory network. Through in-lab and emergency onsite services, Pace® ensures our air, water, soil, and...

  • Client Service Representative

    4 weeks ago

    Orlando, Florida, United States Marriott Full time

    Job SummaryAs a Client Service Attendant at Marriott, you will be the first point of contact for our guests, providing exceptional service and ensuring a memorable experience. Your role will involve greeting and escorting guests to their rooms, opening doors, and assisting with luggage. You will also be responsible for informing guests about property...

  • Veterinary Client Service Representative

    4 weeks ago

    Orlando, Florida, United States Advanced Veterinary Care Full time

    Job SummaryAdvanced Veterinary Care is seeking a compassionate and detail-oriented Client Service Representative to join our team. As a key member of our client-facing team, you will provide exceptional customer service, ensuring a positive experience for our clients and their pets.Key Responsibilities:Provide exceptional customer service to clients and...

  • Client Support Liaison

    4 weeks ago

    Orlando, Florida, United States M. Coast Full time

    About M. CoastM. Coast is a leading provider of innovative solutions for businesses. We strive to deliver exceptional client experiences and build strong relationships with our customers. As a Client Support Associate, you will play a crucial role in achieving our goals and promoting our brand.Job SummaryWe are seeking a highly motivated and enthusiastic...