Client Service Associate
2 weeks ago
The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities: Supports Financial Advisor/Operations Director of a large book of business including handling all administrative functions for Financial Advisors and the firm. Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines. Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation. Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available. Deposit checks received and maintain check blotter in adherence to compliance guidelines. Maintain client information in CRM database. Manage and update mailing lists for birthdays, holidays, and firm marketing efforts. Order supplies for office and act as point of contact for any infrastructure requests. Other duties as assigned by Senior Client Service Associate. Advanced computer skills (Outlook, Word, Excel and Power Point) are essential. Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once. Ability to build relationships with clients and internal partners and influence others without direct control. The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations. Previous experience in the independent financial services culture preferred. Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities: Advanced computer skills (Outlook, Word, Excel and Power Point) are essential. Excellent communication skills, both verbally and in writing. Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once. Ability to build relationships with clients and internal partners and influence others without direct control. Education and/or Experience: Bachelor’s degree in a business-related field preferred. The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. Previous experience in the independent financial services culture preferred. Certificates, Licenses, Registration: Series 7 and 65/66 preferred (or ability to obtain). #J-18808-Ljbffr
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Client Service Associate
6 days ago
Columbus, Ohio, United States Windward Recruiting Full timeClient Service AssociateWindward Recruiting is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients.Key Responsibilities:Communicate with clients via telephone, email, and in-person to address their needs and concerns...
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Client Service Associate
1 week ago
Columbus, Ohio, United States Kestra Financial Independent Advisor Full timeJob Title: Client Service AssociateWe are seeking a highly skilled Client Service Associate to join our team at Kestra Financial Independent Advisor. As a key member of our operations team, you will play a critical role in providing exceptional client service and support to our financial advisors and clients.Key Responsibilities:Support financial advisors...
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Client Service Associate
3 months ago
Columbus, United States Windward Recruiting Full timeClient Service Associate – Columbus OH Our client is seeking a Client Service Associate to assist our Sr. Advisors. This role values collaboration and great communication, creative problem-solving, passion for learning and offers autonomy for motivated individuals. DUTIES & RESPONSIBILITIES Communication with clients via telephone, email, and in-person to...
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Client Service Associate
2 weeks ago
Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full timeJob OverviewAs a Client Service Associate at Gryphon Financial Partners LLC, you will play a vital role in delivering exceptional service to our clients. Your primary responsibility will be to manage the day-to-day aspects of the client experience, ensuring that their needs are met and exceeded.Key ResponsibilitiesOnboard new clients and ensure a seamless...
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Client Service Associate
6 days ago
Columbus, Ohio, United States Gryphon Financial Partners Full timeJob Summary:We are seeking a highly organized and detail-oriented Client Service Associate to join our team at Gryphon Financial Partners. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, managing day-to-day aspects of the client experience, and building strong relationships with our...
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Senior Client Service Associate
2 weeks ago
Columbus, Ohio, United States Gryphon Financial Partners Full timeJob Description:As a Senior Client Service Associate at Gryphon Financial Partners, you will be responsible for providing exceptional service to our clients. Your primary focus will be on managing the day-to-day aspects of the client experience, ensuring that their needs are met and exceeded.Key Responsibilities:Onboarding new clients and ensuring a smooth...
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Senior Client Service Associate
1 week ago
Columbus, Ohio, United States Gryphon Financial Partners Full timeJob Summary:As a Senior Client Service Associate at Gryphon Financial Partners, you will be responsible for providing exceptional service to our clients. This includes managing day-to-day client interactions, onboarding new clients, and building strong relationships with existing clients.Key Responsibilities:• Onboard new clients and ensure a seamless...
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Senior Client Service Associate
2 weeks ago
Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full timeJob OverviewAt Gryphon Financial Partners LLC, we are seeking a highly skilled and organized Senior Client Service Associate to join our team. This role is responsible for providing exceptional service to our clients, managing day-to-day aspects of the client experience, and building strong relationships with our clients.Key ResponsibilitiesOnboard new...
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Pet Services Associate
3 weeks ago
Columbus, Ohio, United States Service Corporation International Full timePet Services Associate Job DescriptionAt Service Corporation International, we're dedicated to celebrating lives and supporting our associates in their journey. As a Pet Services Associate, you'll be part of a team that promotes healing experiences for grieving pet families.Key Responsibilities:Assist families in selecting services for their pet's aftercare,...
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Client Service Associate
2 weeks ago
Columbus, United States Gryphon Financial Partners Full timeBenefits: • 401(k) • Dental insurance • Health insurance • Paid time off • Vision insurance Job Description: Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: Organized, detail oriented and ability to multi-task Strong verbal and written communication...
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Client Service Associate
1 month ago
Columbus, United States GRYPHON FINANCIAL PARTNERS LLC Full timeBenefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Job Description: Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: • Organized, detail oriented and ability to multi-task • Strong verbal and written communication skills • Diligent follow...
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Pet Services Associate
4 weeks ago
Columbus, United States Service Corporation International Full timeOur associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work! The Pet Services Associate is part of a team promoting healing experiences for our grieving Pet families. The Associate will work closely with other team members, departments, and clients to ensure procedures, policies, ongoing office...
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Client Services Specialist
3 months ago
Columbus, United States Cass Information Systems Full time** Client Services Specialist [Customer Service Associate]** **Job Category****:** Administrative/Support **Requisition Number****:** CUSTO01054 Showing 1 location **Job Details** **Description** The Customer Service Associate I is a business-to-business role which is accountable for facilitating accurate resolution of internal and external inquiries and...
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Senior Client Service Associate
2 weeks ago
Columbus, United States Gryphon Financial Partners Full timeBenefits: 401(k) Competitive salary Dental insurance Health insurance Paid time off Vision insurance Job Description: Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: Organized, detail oriented and ability to multi-task Strong verbal and written communication...
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Senior Client Service Associate
1 month ago
Columbus, United States GRYPHON FINANCIAL PARTNERS LLC Full timeBenefits: 401(k) Competitive salary Dental insurance Health insurance Paid time off Vision insurance Job Description: Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: Organized, detail oriented and ability to multi-task Strong verbal and written communication skills Diligent...
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Client Service Coordinator
1 month ago
Columbus, United States Banfield Pet Hospital Full timeSUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...
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Client Services Coordinator
3 weeks ago
Columbus, Ohio, United States Beacon Capital Management, Inc Full timeClient Service AdministratorWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Beacon Capital Management, Inc. in Franklin, TN. As a key member of our financial services team, you will be responsible for providing exceptional client service, supporting our Financial Advisors, and contributing to the growth...
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Client Service Coordinator
1 month ago
Columbus, United States Banfield Pet Hospital Full timeSUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...
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Client Services Coordinator
4 weeks ago
Columbus, Ohio, United States Beacon Capital Management, Inc Full timeClient Service AdministratorWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Beacon Capital Management, Inc. in Franklin, TN. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our clients and financial advisors.Key...
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Client Services Coordinator
2 weeks ago
Columbus, Ohio, United States Beacon Capital Management, Inc Full timeClient Service AdministratorWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Beacon Capital Management, Inc. in Franklin, TN. As a key member of our financial services team, you will be responsible for providing exceptional client service, supporting our Financial Advisors, and contributing to the growth...