Client Service Associate
3 weeks ago
We are a wealth management firm located in Riverside, CA. We currently support more than 300 households and are growing Our clients are everyday families, executives, doctors, and business owners, and we provide the requisite tools to help them achieve their financial objectives throughout various life stages. We have deep expertise in investment management, insurance, and employee benefits including pensions and 401K's, college planning, and social security. We deliver an above-and-beyond experience for our clients, always do what is right by the client, and always make time to educate and inform. The Client Service Associate in our firm is not just a support role, it's an opportunity to directly impact the success of the practice. Partnering with the Founder, you will execute the service needs of clients and proactively anticipate upcoming roadblocks. You have experience answering phones, scheduling meetings, and managing and promptly facilitating the incoming flow of requests. You are an administrative pro who wants to be more and do more. If you are not already an expert in our industry with tasks like setting up new accounts, completing paperwork, and processing transfers, you want to be. You pride yourself on your high attention to detail and your unwavering ability to figure things out, especially with little to no direction. Being a two person team, this role is critical to the firm and our clients. We offer a long run rate for potential growth depending on your personal initiatives, work ethic, and goals. This is a part time position with the flexibility of working between 25-35 hours per week.ESSENTIAL RESPONSIBILITIESSchedule appointments, maintain calendar, and coordinate scheduling internally and externally, as neededCoordinate with the advisor and clients to complete and process new account paperwork, transfers, contributions, and keep client accounts in good standingCommunicate, process, and follow up with clients on various client service items, including general questions, withdrawal requests, beneficiary changes, etc. following all to completion Maintain client records in database, capturing notes from client calls and meetings; fully leverage and optimize the use of our CRM (Redtail), internal spreadsheets (Excel), and electronic files (DocuSign)Prepare for client meetings including research, gathering documents, running reports, and contributing to presentations as requestedManage the insurance process; application, design, scheduling exams, providing additional documentation, getting the policy finalized and deliveredFollow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issuesAdditional tasks will arise, including utilizing various specialized financial software applications (eMoney), project work and other opportunities to move the business forwardSKILLS & REQUIREMENTSCollege graduate highly preferred, or equivalent work experience2+ years' experience supporting a financial advisor or similar setting highly preferred; will consider general administrative backgroundsSecurities industry licensing or certifications preferredA commitment to excellence; detail-oriented, client-focused, and highly organizedTech-savvy and highly proficient in Microsoft Office suite; strong ability to learn and apply new software systems quicklyExperience working with various custodial platforms and knowledgeable of custodial processes highly preferredStrong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions Extremely reliable, self-motivated, and ability to work independentlyExcellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issuesA commitment to ongoing professional developmentMust be willing and able to complete a background and credit screening as an employee of a FINRA-regulated advisor; Final job offer is dependent on successful completion and approval by the broker/dealer firm.
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Client Associate
2 days ago
Riverside, 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 Associates 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...
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Client Service Associate
1 week ago
Riverside, United States TalentLink Solutions Full timeWe are a wealth management firm located in Riverside, CA. We currently support more than 300 households and are growing! Our clients are everyday families, executives, doctors, and business owners, and we provide the requisite tools to help them achieve their financial objectives throughout various life stages. We have deep expertise in investment...
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Client Service Associate
4 weeks ago
Riverside, United States TalentLink Solutions Full timeJob DescriptionJob DescriptionWe are a wealth management firm located in Riverside, CA. We currently support more than 300 households and are growing! Our clients are everyday families, executives, doctors, and business owners, and we provide the requisite tools to help them achieve their financial objectives throughout various life stages. We have deep...
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Client Service Representative II
3 days ago
Riverside, United States Cox Enterprises Full time**Primary Location:** 6446 Fremont St , Riverside , CA , US **Client Service Representative II** 222569 At Cox, were forward-thinking innovators who put people first. Our award-winning workplace culture is centered on inclusion and kindness, and were looking for people to join our mission to be a force for good in the world. Come build a better future with...
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Client Services Representative II
1 week ago
Riverside, California, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
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Client Services Representative II
1 week ago
Riverside, California, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
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Service Manager
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Riverside, United States Hobart Service Full time**Company Description** Hobart Service, an Illinois Tool Works Company, has been in business for over 125 years and is the trusted source for Commercial Food Equipment Service Solutions. We have over 1,700 associates nationwide who serve as valued partners to our customers. Our employees are dedicated to providing the best customer service, give back to the...
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Certified Nurse Assistant
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Riverside, United States Illumination Foundation Full timeJob DescriptionJob Description“Every person deserves compassion, dignity, and the safety of a place to call home.”Homelessness is the largest social and public health crisis in California. Illumination Foundation (IF) is a growing non-profit organization dedicated towards disrupting the cycle of homelessness by providing targeted, interdisciplinary...
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Client Services Representative II
2 weeks ago
Riverside, United States Skills for Rhode Island's Future Full timeWorking in a professional, fast-paced environment that requires accuracy, multi-tasking, and clearly communicating resolutions in an efficient manner. Meeting clients in the moments that matter to fully understand the need and fully resolve their sit Client Service, Representative, Client, Retail, Staffing, Financial
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Riverside, United States Catholic Charities San Bernardino Riverside Full timeJob DescriptionJob DescriptionDescription:INTRODUCTIONCatholic Charities is a 501(c)3 public benefit non-profit organization founded in 1980 to fight poverty and its consequences in our local communities with crisis intervention services and by strengthening families resulting in new opportunities and changed futures. Catholic Charities is seeking Associate...
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Client Relations Specialist
1 month ago
Riverside, United States CPM San Bernardino Full timeCreative Perspective is opening in the Riverside area and hiring an Entry Level Client Relations Specialist IMMEDIATELY! Our next focus is on the Southern California region as we continue to grow with our nationally recognized clients. We have just planted our roots here and are looking forward to making a big impact.What We Do: Our job is simple; we bridge...
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Commercial Tire Service Technician
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Riverside, United States Daniels Tire Service Full timeJob DescriptionJob DescriptionBenefits:401(k)401(k) matchingBonus based on performanceCompetitive salaryDental insuranceEmployee discountsFree uniformsHealth insurancePaid time offTraining & developmentVision insuranceCommercial Tire & Fleet Service TechnicianJob Responsibilities: the Tire Technician willPerform truck tire service on all types or highway and...
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Career Services Associate
7 days ago
Riverside, United States Stanbridge University Full timeAt Stanbridge University, we are on the lookout for a dynamic and enthusiastic Career Services Associate to join our exceptional team. As a Career Services Associate, you will have the exciting opportunity to provide unwavering assistance and inspiration to students and alumni in their quest for a thriving career, refining job search tactics, and expanding...
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Career Services Associate
5 days ago
Riverside, United States Stanbridge University Full timeAt Stanbridge University, we are on the lookout for a dynamic and enthusiastic Career Services Associate to join our exceptional team. As a Career Services Associate, you will have the exciting opportunity to provide unwavering assistance and inspiration to students and alumni in their quest for a thriving career, refining job search tactics, and expanding...
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Career Services Associate
1 week ago
Riverside, United States Stanbridge University Full timeJob DescriptionJob DescriptionAt Stanbridge University, we are on the lookout for a dynamic and enthusiastic Career Services Associate to join our exceptional team. As a Career Services Associate, you will have the exciting opportunity to provide unwavering assistance and inspiration to students and alumni in their quest for a thriving career, refining job...
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Career Services Associate
7 days ago
Riverside, United States Stanbridge University Full timeAt Stanbridge University, we are on the lookout for a dynamic and enthusiastic Career Services Associate to join our exceptional team. As a Career Services Associate, you will have the exciting opportunity to provide unwavering assistance and inspiration to students and alumni in their quest for a thriving career, refining job search tactics, and expanding...
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Customer Service
3 weeks ago
Riverside, United States UCI Full timeAt Unico Connections we specialize in taking our clients' product inquiries and turning them into profitable accounts. This consultative approach has increased our clients' brand popularity and created additional opportunities within our company, for growth and development. Our entry-level Customer Service and Sales Representatives continue to be the point...
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Guest Service Associate
2 days ago
Riverside, United States European Wax Centers Full timePosition Summary:At European Wax Center--one of the fastest growing franchises in the country--we're currently seeking a front desk agent who is friendly, well spoken, and detailed oriented, who will thrive in a fast-paced working environment. We provide upscale waxing at an affordable price, featuring our exclusive Comfort Wax and 4-step process. With...
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Customer Service
3 weeks ago
Riverside, United States UCI Full timeAt Unico Connections we specialize in taking our clients' product inquiries and turning them into profitable accounts. This consultative approach has increased our clients' brand popularity and created additional opportunities within our company, for growth and development. Our entry-level Customer Service and Sales Representatives continue to be the point...
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Client Relationship Consultant
2 days ago
Riverside, United States Banner Bank Full timeMore than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past five years. With more than $16 billion in assets and over 150 locations throughout Washington,...
