Client Services Associate
2 months ago
Job DescriptionJob Title: Client Services Associate (CSA)Location: Greenville, SCSalary: $60K-$85K DOE + benefits + profit sharing + pensionSkills: Client Services Associate / CSA / paraplannerAbout Company / Opportunity:We are seeking a motivated, team oriented Client Services Associate for our Greenville, SC office. Our unique boutique approach allows us to utilize multiple Advisors whose specialized areas of concentration aim for a thorough and complete financial plan. We consider every client unique, so our approach is tailored to each situation we encounter. You can take your business to any financial firm for advice, but the advice is only as good as the knowledge and expertise of the team serving you. Our team is comprised of people who are energetic, creative, tenacious, and willing to invest themselves in your future. They are intuitive to client needs and approach every client, goal, and transaction with the knowledge that each investor has his or her own set of unique circumstances and vision for the future.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 client.Skills/Experience::2+ years of experience in a client service role in the financial services industryRobust PC knowledge, typing skills and proficiency in Microsoft Office SuiteAbility to handle multiple priorities and requests from advisors and clientsMust Haves:2+ years of experience in the Wealth Management industryA "no job is beneath me" attitude and a belief that working together as a team is the best way to serve clients.Nice to Have:Registered CSA
-
Registered Client Service Associate
7 months ago
Greenville, United States Raymond James Financial Incorporated Full timeJob Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...
-
Tax Service Associate
2 days ago
Greenville, Alabama, United States H&R Block Full timeTax Service AssociateWe are seeking a Tax Service Associate to join our team at H&R Block.Job Summary:The ideal candidate will have excellent communication skills and be able to provide exceptional customer service. They will also be responsible for scheduling clients and ensuring their needs are met during service.Key Responsibilities:Answer phones and...
-
Client Success Specialist
2 weeks ago
Greenville, South Carolina, United States HandCraft Services Full timeAbout the RoleWe're seeking an experienced Client Relations Account Specialist to join our team in Central/South Central North Carolina Territory. As a key member of our sales organization, you'll play a critical role in developing and maintaining long-term relationships with our clients.ResponsibilitiesBulk and maintain relationships with key...
-
Conference Service Manager
4 months ago
Greenville, United States Crescent Services Full timeCrescent Hotels & Resorts is seeking an experienced and energetic individual to fill the position of Conference Services Manager. Crescent Hotels and Resorts is the industry leader in hotel management, and we proudly offer robust compensation and benefits packages along with a career path for our associates which celebrates their success. Crescent was...
-
Client Service Specialist
3 months ago
Greenville, United States AssuredPartners Full timeOverview: Are you an expert working with insurance claims and passionate about helping clients? We are seeking candidates who want to help clients round out their risk management programs by providing them our internal tools, services & deliverables; this is your role. You will provide data and resources to assist Risk Management of the Client. You will also...
-
Client Service Ambassador
4 days ago
Greenville, South Carolina, United States BESSEMER SYSTEM FCU CORP Full timeJob SummaryWe are seeking a highly skilled Client Service Ambassador to provide exceptional support to our members. This role involves handling customer inquiries, providing product information, and resolving technical issues. The ideal candidate will possess excellent communication skills, a strong understanding of financial products, and the ability to...
-
Client Experience Specialist
2 weeks ago
Greenville, North Carolina, United States Sun Tan City Full timeAbout UsSun Tan City is a leader in the tanning industry, with over 250 locations in 20 states. We're committed to helping our clients achieve their fitness goals and providing them with the best possible service.Job SummaryWe're seeking a Sales Associate to join our team! As a Sales Associate, you'll be responsible for providing exceptional customer...
-
Client Service Representative
2 weeks ago
Greenville, South Carolina, United States World Acceptance Full timeAt World Acceptance, we strive to deliver exceptional customer experiences by hiring talented individuals who share our passion for helping others. As a Client Service Representative, you will play a vital role in ensuring our customers receive the highest level of service and support.About Our CompanyWorld Acceptance is a respected financial services...
-
Customer Service Associate
4 days ago
Greenville, South Carolina, United States Mahler Nunez - State Farm Agent Full timeJob OverviewWe are seeking a skilled Customer Service Associate to join our team at Mahler Nunez - State Farm Agent. As a key member of our insurance agency, you will play a vital role in delivering exceptional client experiences and driving business growth.Salary & BenefitsOur competitive salary package includes a base salary of $55,000 per year, plus bonus...
-
Retail Sales Associate
6 months ago
Greenville, United States Elements Massage Full timeOverview: If youre looking for a retail sales associate / customer service job where you can positively change the lives of clients in a meaningful way, then look no further! Become a part of our team as a Welllness Membership Advisor! Elements Massage is a wellness studio looking for an engaging, fearless, outgoing personality to lead retail sales and...
-
Client Support Specialist
2 days ago
Greenville, South Carolina, United States Talently, LLC Full timeAbout the Role The Client Services Associate is responsible for coordinating with clients, advisors, and custodians to set up new accounts, transfer assets, and process money movements. This position requires strong communication and organizational skills, as well as the ability to work effectively in a team environment.
-
Client Experience Specialist
2 weeks ago
Greenville, Alabama, United States Jackson Hewitt Full timeAre you passionate about delivering outstanding customer service? Do you thrive in fast-paced environments?About Our TeamWe are a tight-knit group of professionals dedicated to providing top-notch tax preparation and financial services to our clients.Benefits and CompensationThe estimated annual salary for this role is $48,000 - $58,000 based on market...
-
Client Experience Coordinator
2 days ago
Greenville, North Carolina, United States Massage Envy Full timeAs a Sales & Customer Service Associate, you will provide exceptional customer service, promote the value of Total Body Care, and support clinic flow. Our ideal candidate has great people skills, can establish positive relationships with guests, and is supportive of total body care with a general knowledge of massage and skin care services.Key...
-
Client Service Manager
4 days ago
Greenville, South Carolina, United States Fisher Agencies American Income Full timeJob DescriptionFisher Agencies American Income is searching for a skilled Remote Client Service Manager to join their team. This role offers a unique opportunity for growth and development, with a focus on leading and motivating a remote team. If you're passionate about delivering exceptional client service and have a desire to grow into a leadership role,...
-
Technical Support Associate
4 days ago
Greenville, North Carolina, United States Disability Solutions Full timeTechnical Support Associate - Global ServicesAbout the Job:Catalent is seeking a highly skilled Technical Support Associate to join its Global Services team. As a key member of our technical support team, you will play a critical role in delivering exceptional service to our clients. Your primary responsibility will be to provide expert technical support and...
-
Client Experience Lead
2 weeks ago
Greenville, Michigan, United States Middleby Full timeClient Experience LeadAbout the Job:We are seeking a skilled Client Experience Lead to join our customer service team. As a Client Experience Lead, you will be responsible for delivering exceptional customer experiences and driving high levels of customer satisfaction.Key Responsibilities:Lead and inspire a team dedicated to providing exceptional customer...
-
MEBS TPA Client Service Representative
4 weeks ago
Greenville, United States Marsh & McLennan Companies, Inc. Full timeAND RESPONSIBILITIES - Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time .. Take ownership and account Client Service, Representative, Service, Retail, Client
-
MEBS TPA Client Service Representative
1 month ago
Greenville, United States Marsh & McLennan Companies Full timeAND RESPONSIBILITIES - Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time .. Take ownership and account Client Service, Representative, Service, Retail, Client
-
MEBS TPA Client Service Representative
3 weeks ago
Greenville, United States Marsh & McLennan Companies, Inc. Full timeAND RESPONSIBILITIES - Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time .. Take ownership and account Client Service, Representative, Service, Retail, Client Learn More
-
Client Service Representative
1 month ago
Greenville, United States Marsh & McLennan Companies Full timeOur not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 11,000 of the industrys brightest talent drive our efforts to deliver purposeful work a Client Service, Benefits, Representative, Employee, Service, Client, Retail