Client Service Associate
4 weeks ago
Summary The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship management and administrative account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Advisors. Essential Duties and Responsibilities Supports the advisors of a large book of business including managing client needs regarding service, administrative tasks and insurance underwriting Manage data and plans in financial planning software Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply Deepen client relationships and establish credibility and rapport both in person and via phone Clearly articulate complex concepts to customers in a simple and easy-to-understand manner (non-licensed individuals will not provide advice) Proactively communicating with clients and following up on all contacts assigned Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business nor develop new prospects Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork Other duties as assigned Knowledge, Skills, and/or Abilities Strong understanding of financial services industry and diverse investment products Basic 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 finance, accounting or related field The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration Series 7 and 63 preferred Series 65/66 preferred Compensation Compensation is commensurate with experience and qualifications Potential for bonuses Matching 401(k) plan with the potential for profit sharing contributions Company paid group life, disability insurance and health insurance.
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client service coordinator
3 weeks ago
Castle Rock, United States Banfield Full timeThe 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 clien Client Service, Coordinator, Animal Care, Business Services, Client
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Front Desk Associate
4 weeks ago
Castle Rock, Colorado, United States Stretch Zone Full timeJob Summary:As a Front Desk Associate at Stretch Zone, you will be the primary point of contact for clients and prospects, providing exceptional customer service and ensuring a smooth day-to-day operation of the store. Your responsibilities will include monitoring client sessions, promoting client renewals, and acquiring new prospects through telephone and...
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Client Service Associate
4 weeks ago
Castle Rock, United States Kestra Financial Independent Advisor Full timeSummary The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship management and administrative account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on...
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Client Service Associate
4 weeks ago
Little Rock, Arkansas, United States Stephens Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Stephens. The successful candidate will be responsible for providing exceptional client service, managing client relationships, and performing various administrative tasks.Key ResponsibilitiesOpen new accounts, obtain required information, and verify...
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Sales Associate
1 month ago
Castle Rock, Colorado, United States Hand & Stone Corp Full timeJob SummaryHand & Stone Massage and Facial Spa is seeking a Sales Associate to join our team. As a Sales Associate, you will be responsible for meeting membership sales goals, providing excellent customer service, and building relationships with clients.ResponsibilitiesMeet membership sales goalsHave detailed knowledge of the menu of servicesProvide...
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Sales Associate
4 weeks ago
Castle Rock, Colorado, United States Hand & Stone Corp Full timeJob Summary:We are seeking a highly motivated and customer-focused Sales Associate to join our team at Hand & Stone Massage and Facial Spa in Castle Rock, CO.About the Role:As a Sales Associate, you will be responsible for meeting membership sales goals, providing exceptional customer service, and building relationships with clients. You will also be...
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Sales and Service Associate
2 months ago
Castle Rock, United States 24 Hour Fitness Full time24 Hour Fitness - 5745 New Abbey Ln [Guest Service / Front Desk] As a Sales and Service Associate at 24 Hour Fitness, you'll: Deliver an outstanding and well-rounded sales and service experience to all guests and members; Ensure guests have a welcoming, informative, and enjoyable experience when they visit; Help inspire guests to take the right next steps in...
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Customer Service Associate
4 months ago
Castle Rock, United States Raising Cane's Chicken Fingers Full time$16.25 per hour - $17.75 per hour As an important part of our team, Customer Service Associates impact all areas of the customer experience. As the name suggests, your main priority is to provide great customer service. In this role, you will be resp Customer Service, Associate, Customer Experience, Night, Service, Weekend, Retail
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Customer Service Associate
4 weeks ago
Castle Rock, United States Raising Cane's Chicken Fingers Full time$16.25 per hour - $17.75 per hour. As an important part of our team, Customer Service Associates impact all areas of the customer experience. As the name suggests, your main priority is to provide great customer service. In this role, you will be res Customer Service, Associate, Customer Experience, Night, Service, Weekend, Retail
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Associate Manager
4 weeks ago
Castle Rock, United States TUMI Full timeAssociate Manager PT 20-29 hours - Castle Rock OutletCastle Rock, CO, United States (On-site)About UsWho we are: Since 1975, TUMI has been creating world-class business, travel and performance luxury essentials, designed to upgrade, uncomplicate, and beautify all aspects of life on the move. Blending flawless functionality with a spirit of ingenuity, we’re...
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Associate Manager
2 weeks ago
Castle Rock, United States TUMI Full timeAssociate Manager PT 20-29 hours - Castle Rock OutletCastle Rock, CO, United States (On-site)About UsWho we are: Since 1975, TUMI has been creating world-class business, travel and performance luxury essentials, designed to upgrade, uncomplicate, and beautify all aspects of life on the move. Blending flawless functionality with a spirit of ingenuity, we’re...
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Associate Manager
4 weeks ago
castle rock, United States TUMI Full timeAssociate Manager PT 20-29 hours - Castle Rock OutletCastle Rock, CO, United States (On-site)About UsWho we are: Since 1975, TUMI has been creating world-class business, travel and performance luxury essentials, designed to upgrade, uncomplicate, and beautify all aspects of life on the move. Blending flawless functionality with a spirit of ingenuity, we’re...
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Cashier & Front End Services Associate
1 month ago
Castle Rock, Colorado, United States Wal-Mart Stores , Inc. Full timeJob SummaryWe are seeking a highly motivated and customer-focused Cashier & Front End Services Associate to join our team at Walmart. As a key member of our store team, you will play a vital role in delivering exceptional customer service and ensuring a seamless shopping experience for our customers.Key ResponsibilitiesProvide exceptional customer service,...
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Case Services Specialist
4 weeks ago
Castle Rock, Colorado, United States Douglas County Sheriff's Office Full timeJob SummaryThe Case Services Specialist is a critical role within the Community Justice Services department, providing administrative support to the case management unit and department operations. This position involves clerical tasks and direct contact with clients for file preparation, program assessment, and successful placement in our community.Key...
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Client Experience Associate
10 hours ago
Round Rock, United States PaulHood Full time***WE HAVE OPENINGS IN MULTIPLE LOCATIONS HEADING INTO THE TAX SEASON***-Round Rock, TX-Muskogee, OK-Bartlesville, OK-Kansas City, MO-Sedalia, MO-Mexico, MOAbout the Role:At PaulHood we are about more than just your taxes. We are a modern, proactive, and personalized CPA firm leveraging technology and decentralized processes to deliver a high-quality client...
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Client Experience Associate
16 hours ago
Round Rock, United States PaulHood Full time***WE HAVE OPENINGS IN MULTIPLE LOCATIONS HEADING INTO THE TAX SEASON***-Round Rock, TX-Muskogee, OK-Bartlesville, OK-Kansas City, MO-Sedalia, MO-Mexico, MOAbout the Role:At PaulHood we are about more than just your taxes. We are a modern, proactive, and personalized CPA firm leveraging technology and decentralized processes to deliver a high-quality client...
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Retail Sales Associate
4 weeks ago
Castle Rock, Colorado, United States Office Depot Full timeJob DescriptionAs a Part Time Retail Store Associate at Office Depot, your role is crucial to our continued success in today's retail landscape. You will engage with customers in a friendly and knowledgeable manner, creating a positive shopping experience while driving sales.Key ResponsibilitiesCustomer Centric Experience:Support a positive customer-centric...
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Front End Service Team Associate
4 weeks ago
Castle Rock, Washington, United States Walmart Full timeJob OverviewAs a Front End Service Team Associate at Walmart, you will be focused on providing exceptional customer service and ensuring compliance with company policies. Your responsibilities will include greeting and thanking customers, processing returns and refunds, and handling financial transactions. You will also be expected to be knowledgeable about...
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Client Service Representative
4 weeks ago
New Castle, Delaware, United States BCforward Full timeJob Title: CSR Client Service RepresentativeBCforward is seeking a highly motivated CSR Client Service Representative for an opportunity in the Newark, DE area.Job Summary: We are looking for a skilled Client Service Representative to join our team. The ideal candidate will have a strong background in client management, risk management, and strategic...
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Food Service Store Associate
3 weeks ago
Castle Rock, United States BRAD HALL COMPANIES Full timeJob DetailsJob Location G2G Store 715 - Castle Rock, CO Position Type Part Time Salary Range $17.00 - $17.00 Hourly Job Shift Any Job Category Retail Description Good 2 Go Stores LLC is looking to hire Candy Curators and Soda Sultans! (Boring companies call them Store Associates). Are you ready to work with people? Do you have a heart full of love for...