Client Services Associate
4 weeks ago
Client Services Associate
Seal Beach, CA
Onsite - 7:00am - 4:00pm (100% onsite role)
Direct Hire
(Salaried Role)
We have an outstanding opportunity for an Client Services Associate in Seal Beach, CA. We are looking for someone that has previous working experience in the investments industry and has their Series 7 license.
Skills required:
- Series 7 license.
- Previous experience working in the investment industry (CFP or banking investment).
- Strong communication, time management and organizational skills with attention to detail coupled with the mindset of how you can help the process be more efficient and effective.
- Excellent verbal and written communication.
- Must have great client/customer interfacing skills.
Job duties:
- Support clients and team members through account opening and maintenance to ensure compliance with anti-money laundering and operational standards. Assist with project management.
- Provide sales support to a Financial Planner.
- Implement workflow assigned and track client service tasks.
- Develop strong business relationships through proactive calling prospects and existing clients.
- Process data entry account service requests and ensure appropriate documentation such as facilitating DocuSign and prepopulating forms for client signatures with accuracy in a timely manner.
- Research and complete client requests.
- Collect appropriate documentation from clients in secure fashion to set up new accounts and gather information for client reviews and assist with client meeting follow-up.
- Educate clients on account services and capabilities including online and digital capabilities. How to log into their accounts.
- Help manage scheduling, firm calendar, CRM data entry, task management, scanning client documents.
Annual Base Salary Range for CA, CO, IL, NJ, NY, WA, and DC: $55,000 to $70,000. Actual compensation offered may vary depending on factors including but not limited to, position offered, location, education, training and/or experience.
About Solugenix
Solugenix is an information technology services company known for its deep experience and knowledge in providing comprehensive technology services, solutions, and talent support for companies around the world. The company offers a variety of cutting edge and talent support solutions to promote growth and cutting-edge advancement to our esteemed clients and candidates. We provide these talent support solutions on a contract, contract-to-hire, and direct hire basis. We also have additional resources from our staffing partners to ensure the right match and expertise for the best result.
For over 50 years, global and local brands have trusted Solugenix as an added resource and partner in taking steps to ensure their immediate and future success. In addition to generating ground-breaking, industry-defining solutions, Solugenix has been delivering the talent and support needed to make it happen. We are dedicated to partnering with clients and candidates whose core values also foster a culture of professionalism, teamwork, and integrity.
-
Client Services Associate
1 month ago
Seal Beach, United States Solugenix Full timeClient Services AssociateSeal Beach, CAOnsite - 7:00am - 4:00pm (100% onsite role)Direct Hire(Salaried Role)We have an outstanding opportunity for an Client Services Associate in Seal Beach, CA. We are looking for someone that has previous working experience in the investments industry and has their Series 7 license.Skills required:Series 7 license.Previous...
-
Client Services Associate
2 weeks ago
Seal Beach, United States Solugenix Full timeClient Services AssociateSeal Beach, CAOnsite - 7:00am - 4:00pm (100% onsite role)Direct Hire(Salaried Role)We have an outstanding opportunity for an Client Services Associate in Seal Beach, CA. We are looking for someone that has previous working experience in the investments industry and has their Series 7 license.Skills required:Series 7 license.Previous...
-
Client Associate
4 weeks ago
Seal Beach, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for...
-
Religious Client Services Specialist
1 week ago
Seal Beach, United States Farmers and Merchants Bank of Long Beach Full time**Job Summary** The Religious Client Services Specialist (RCSS) is one of the key people to set the tone of service within the Religious Client Services branch. The RCSS will perform a wide range of services including; account servicing/maintenance; resolving complex customer concerns; and completing all levels of complexity of customer research. The RCSS...
-
Religious Client Services Specialist
3 weeks ago
Seal Beach, United States Farmers and Merchants Bank of Long Beach Full timefalse false false EN-US X-NONE X-NONE Job Summary The Religious Client Services Specialist (RCSS) is one of the key people to set the tone of service within the Religious Client Services branch. The RCSS will perform a wide range of services including; account servicing/maintenance; resolving complex customer concerns; and completing all levels of...
-
Religious Client Services Specialist
7 days ago
Seal Beach, United States Farmers & Merchants Bank Full timeThe Religious Client Services Specialist (RCSS) is one of the key people to set the tone of service within the Religious Client Services branch. The RCSS will perform a wide range of services including; account servicing/maintenance; resolving comple Client Service, Operations Manager, Specialist, Customer Service, Skills, Processing, Banking, Business...
-
Client Service Associate
1 month ago
Long Beach, United States RCA Partners inc Full timeAt **RCA Partners** you’ll have the opportunity to make a massive impression at one of the world’s leading Business Consulting firms. From the second you step through our doors, you’ll perform meaningful work you’re passionate about, with the support and resources necessary to succeed. We provide a collaborative, team-based environment that gives all...
-
Client Service Associate
3 weeks ago
Pompano Beach, United States Strategic Asset Management, LLC Full timeClient Service Associate Strategic Asset Management (SAM) Group SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate. This position requires excellent customer service and problem-solving skills which helps the candidate...
-
Client Service Associate
1 month ago
Pompano Beach, United States Strategic Asset Management (SAM) Group Full timeClient Service Associate – Strategic Asset Management (SAM) GroupSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate...
-
Client Service Associate
1 month ago
Pompano Beach, United States Strategic Asset Management (SAM) Group Full timeClient Service Associate – Strategic Asset Management (SAM) GroupSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate...
-
Client Service Associate
2 months ago
Pompano Beach, United States Strategic Asset Management (SAM) Group Full timeClient Service Associate – Strategic Asset Management (SAM) GroupSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate...
-
Client Service Associate
1 month ago
Pompano Beach, United States SAM Group Full timeJob DescriptionJob DescriptionSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to...
-
Client Services Associate
4 days ago
West Palm Beach, United States SPS North America Inc Full timeJob DetailsLevelExperiencedJob LocationEIMFL - West Palm Beach, FLPosition TypeFull TimeJob CategoryCustomer ServiceDescriptionJob 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...
-
Call Center Associate
4 weeks ago
Seal Beach, United States Farmers & Merchants Bank Full timeThe Call Center Associate position is responsible for providing customer assistance to Farmers & Merchants Bank (FMB) clients via telephone interaction. The Associate has a responsibility to learn and have understanding of all FMB products and servic Call Center, Associate, Customer Service, Retail, Skills
-
Client Service Associate
3 weeks ago
North Miami Beach, United States Ascendo Resources Full timeSeeking a client service associate to join a large and growing Registered Investment Advisor. This is a unique opportunity to get your foot in the door You will be responsible for supporting the firms Portfolio Managers. Ensuring the smooth functioning of all non-trading processes. You will thrive in a fast paced environment and enjoy dealing with clients,...
-
Client Service Associate
2 weeks ago
North Miami Beach, United States Ascendo Resources Full timeSeeking a client service associate to join a large and growing Registered Investment Advisor. This is a unique opportunity to get your foot in the door You will be responsible for supporting the firm’s Portfolio Managers. Ensuring the smooth functioning of all non-trading processes. You will thrive in a fast paced environment and enjoy dealing with...
-
Client Service Associate
3 weeks ago
North Miami Beach, United States Ascendo Resources Full timeSeeking a client service associate to join a large and growing Registered Investment Advisor. This is a unique opportunity to get your foot in the door You will be responsible for supporting the firm’s Portfolio Managers. Ensuring the smooth functioning of all non-trading processes. You will thrive in a fast paced environment and enjoy dealing with...
-
Client Service Associate
3 weeks ago
North Miami Beach, United States Ascendo Resources Full timeSeeking a client service associate to join a large and growing Registered Investment Advisor. This is a unique opportunity to get your foot in the door You will be responsible for supporting the firm’s Portfolio Managers. Ensuring the smooth functioning of all non-trading processes. You will thrive in a fast paced environment and enjoy dealing with...
-
Client Service Associate
3 days ago
West Palm Beach, United States Gpac Full timeDescription: We are currently seeking a Client Service Associate to join our dynamic team. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery.Responsibilities:Serve as the primary point of contact for assigned clients, addressing their inquiries and requests in a...
-
Client Services Coordinator
1 week ago
Newport Beach, United States Public Agency Retirement Services Full timeDescription: PARS is looking for a personable, driven, growth-oriented individual to fill the fast-paced role of Client Services Coordinator. As one of the “faces of PARS,” this person will be responsible for building and retaining excellent relationships with existing clients and cultivating relationships with prospective clients. This is a dynamic...