Client Services Associate
1 month ago
Vaco has partnered with a companyseeking a proactive and client-focused individual to join theirdynamic team as a Client Services Associate in the wealth management industry. The Client Services Associate will play a pivotal role in ensuring exceptional service delivered to esteemed clients. This position offers an excellent opportunity for growth and professional development within the financial services sector.
Responsibilities:
- Client Relationship Management: Build and maintain strong relationships with clients by serving as the primary point of contact for inquiries, requests, and concerns.
- Client Onboarding and Documentation: Facilitate the client onboarding process by collecting necessary documentation, conducting KYC (Know Your Customer) procedures, and ensuring compliance with regulatory requirements.
- Account Maintenance: Handle account opening, maintenance, and closure processes accurately and efficiently. Update client records and account information as necessary.
- Transactional Support: Process client transactions, including deposits, withdrawals, transfers, and other account-related activities, ensuring accuracy and compliance with internal policies and procedures.
- Investment Support: Assist clients with investment-related inquiries, such as portfolio performance, asset allocation, and investment strategies. Coordinate with investment advisors and portfolio managers as needed.
- Client Communication: Proactively communicate with clients regarding account updates, market developments, and relevant industry insights. Address client inquiries promptly and professionally via phone, email, or in-person meetings.
- Issue Resolution: Investigate and resolve client issues and concerns in a timely and effective manner, escalating complex issues to senior management when necessary.
- Compliance and Regulatory Compliance: Adhere to all regulatory guidelines and compliance standards, ensuring client accounts and transactions comply with industry regulations and internal policies.
- Team Collaboration: Collaborate with internal teams, including investment professionals, operations, and compliance, to deliver comprehensive and integrated solutions that meet client needs.
- Continuous Improvement: Identify opportunities for process improvements and contribute to the development and implementation of best practices to enhance client service delivery and operational efficiency.
Qualifications:
- Bachelor's degree in finance, business administration, economics, or a related field.
- Previous experience in client services, preferably within the wealth management, investment banking, or financial services industry.
- Strong understanding of financial markets, investment products, and wealth management concepts.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues.
- Detail-oriented with strong organizational and time management skills, capable of multitasking and prioritizing tasks in a fast-paced environment.
- Proficiency in Microsoft Office Suite and CRM software (e.g., Salesforce) is preferred.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Relevant industry certifications (e.g., Series 7, Series 63) is a plus.
Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO NoticeVaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy NoticeVaco LLC and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco") respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco's HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:
- the individual's skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
-
Client Service Associate- Louisville, KY
2 months ago
Louisville, United States Raymond James Financial Services Full timeThis service is set to disconnect automatically after {0} minutes of inactivity. Your session will end in {1} minutes. Click OK to reset the timer to {0} minutes. You have been signed out. This service is set to sign out after {0} minutes of inactivity. Job Description - Client Service Associate- Louisville, KY (2401788) Job Description Client Service...
-
Client Services Coordinator
1 week ago
Louisville, Kentucky, United States Crane 1 Services, Inc. Full timeClient Services CoordinatorAs a Client Services Coordinator at Crane 1 Services, Inc., you will engage with clients to deliver exceptional service and ensure they receive the necessary support. This role emphasizes strong customer interaction, making excellent interpersonal skills essential. You will cultivate robust relationships with our partners, service...
-
Client Services Associate
1 month ago
Louisville, United States Vaco Full timeKey Responsibilities:Client Relationship Management:Build and maintain strong, long-lasting client relationships.Serve as the main point of contact for client inquiries, concerns, and requests.Understand client needs and objectives to provide tailored solutions and services.Client Support:Respond promptly to client inquiries via phone, email, and in-person...
-
Client Services Associate
4 weeks ago
Louisville, United States Vaco Full timeKey Responsibilities:Client Relationship Management:Build and maintain strong, long-lasting client relationships.Serve as the main point of contact for client inquiries, concerns, and requests.Understand client needs and objectives to provide tailored solutions and services.Client Support:Respond promptly to client inquiries via phone, email, and in-person...
-
Client Services Associate
1 month ago
Louisville, United States Vaco Full timeKey Responsibilities:Client Relationship Management:Build and maintain strong, long-lasting client relationships.Serve as the main point of contact for client inquiries, concerns, and requests.Understand client needs and objectives to provide tailored solutions and services.Client Support:Respond promptly to client inquiries via phone, email, and in-person...
-
Client Services Coordinator
1 week ago
Louisville, Kentucky, United States Crane 1 Services, Inc. Full timeService CoordinatorAs a Service Coordinator at Crane 1 Services, Inc., you will be pivotal in delivering exceptional service to our clients, ensuring they receive the necessary support and resources. This role is fundamentally customer-centric, requiring excellent interpersonal skills as you will often be the first point of contact for our clients. Building...
-
Client Relations Associate
1 month ago
Louisville, United States Advanced Innovations Full timeJob DescriptionJob DescriptionAt Advanced Innovations, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service have overall...
-
Client Relations Associate
4 weeks ago
Louisville, United States Advanced Innovations Full timeJob DescriptionJob DescriptionAt Advanced Innovations, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service have overall...
-
Client Relations Associate
3 weeks ago
Louisville, United States Advanced Innovations Full time $45,000 - $50,000Job DescriptionJob DescriptionAt Advanced Innovations, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service have overall...
-
Client Services Coordinator
1 week ago
Louisville, Kentucky, United States Seven Counties Services Full timePosition Overview: As a vital member of our organization, the Case Manager is responsible for delivering comprehensive support to clients, ensuring their needs are met effectively. Key Responsibilities: 1. Conduct thorough evaluations to assess the needs of clients and their families. 2. Collaborate in the formulation of personalized service plans that align...
-
Client Services Coordinator
1 week ago
Louisville, Kentucky, United States Seven Counties Services Full timeJob Overview: As a vital member of our organization, the Case Manager plays a crucial role in supporting clients through comprehensive assessments and tailored service plans. Key Responsibilities: 1. Conduct thorough evaluations of client needs and document findings effectively. 2. Collaborate in creating personalized service plans that align with client...
-
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob OverviewAs a Client Services Associate in Trust Operations, you will engage in a variety of tasks aimed at supporting Trust Wealth Advisors, Investment Advisors, and clients with their account management and operational needs. Your expertise in trust services, combined with excellent communication abilities, will be essential in fostering strong...
-
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob OverviewAs a Client Services Associate in Trust Management, you will engage in a variety of tasks aimed at supporting Trust Wealth Advisors, Investment Advisors, and clients in their account management and operational needs. Strong communication abilities and prior trust experience are essential, while Stock Yards Bank and Trust offers a professional...
-
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob OverviewAs a Client Services Associate in Trust Management, you will engage in a variety of tasks aimed at supporting Trust Wealth Advisors, Investment Advisors, and clients with their account management and operational needs. Your strong communication abilities and trust experience will be essential in fostering a professional atmosphere that encourages...
-
Client Relations Associate
1 week ago
Louisville, Kentucky, United States ADP Full timeBecome a valued member of ADP's dedicated team where your unique talents and insights are recognized and encouraged. We believe in fostering an environment that supports your growth and success, empowering you to contribute innovative ideas as you advance in your career.Our operations are guided by our CORE values: Insightful Expertise, Integrity, Service...
-
Client Relations Associate
1 week ago
Louisville, Kentucky, United States ADP Full timeBecome a part of ADP and contribute to a culture that prioritizes your achievements We value your distinct abilities and viewpoints, fostering an environment that encourages your creative solutions. As you aim for personal and professional growth, we are committed to supporting you every step of the way. If you are motivated by success, ADP is the ideal...
-
Pharmaceutical Client Service Associate
1 week ago
Louisville, Kentucky, United States Actalent Full timeJob OverviewWe are seeking dedicated individuals for the role of Customer Service Representative within the healthcare sector. This position involves managing a high volume of communications, including phone calls and emails, from patients and healthcare professionals.Key ResponsibilitiesRespond to inquiries from patients and healthcare providers while...
-
Client Associate I
1 month ago
Louisville, United States Schneider Electric Full timeSchneider Electric's Energy & Sustainability Services division addresses clients' diverse energy and sustainability management needs. Experts within the division provide integrated solutions to meet clients' energy supply, efficiency and sustainability challenges. With an expanding global footprint, Energy & Sustainability Services includes a team of more...
-
Client Support Associate I
1 week ago
Louisville, Kentucky, United States Stax Full timeJob OverviewAs a Client Support Associate I, you will play a crucial role in delivering exceptional service to our clients throughout their experience with Stax. Your expertise in Stax's offerings, combined with a deep understanding of client needs, will enable you to provide unparalleled support. We are dedicated to our clients and take our commitment to...
-
Client Associate I
1 month ago
Louisville, United States Schneider Electric Full timeSchneider Electric's Energy & Sustainability Services division addresses clients' diverse energy and sustainability management needs. Experts within the division provide integrated solutions to meet clients' energy supply, efficiency and sustainability challenges. With an expanding global footprint, Energy & Sustainability Services includes a team of more...
