See more Collapse

Client Services Associate

1 month ago

Lagrange, United States Bison Wealth Llc Full time

This is an entry-level, onsite position in the financial services industry.

Responsibilities:

  • Providing high level of client service to the firm's financial advisors and clients
  • Coordinating and preparing materials for client visits and periodic client account/performance reviews
  • Completing appropriate client paperwork, maintaining appropriate records, entering security transactions, and preparing client reports
  • Working with Compliance and Operations personnel, including special projects
  • Other office duties including answering phone, greeting guests, keeping office/conference rooms and kitchen in order

The individual should demonstrate the following:

  • BA/BS degree preferred
  • Ability to prioritize work activities and multi-task, efficient time management is a must
  • Must maintain client confidentiality; demonstrate integrity and code of ethics
  • Must be courteous, professional, outgoing, motivated and customer service oriented
  • Ability to analyze complex or diverse information, use intuition and experience to respond to inquiries, exhibit sound and accurate judgment in a fast-paced environment
  • Must maintain attention to detail, complete administrative tasks correctly, accurately, thoroughly and on time
  • Adaptability and flexibility, adapting to changes in the work environment, able to shift priorities and deal with unexpected events
  • Punctuality/Dependability - consistently at work and on time
  • Computer Skills: Microsoft Office - Word, Excel and PowerPoint, Outlook
  • Client Data Interface systems including Redtail (CRM) preferred but not required

Benefits:

  • PTO, including all stock market holidays
  • Health/Dental Insurance
  • 401(k)

by Jobble

We have other current jobs related to this field that you can find below

  • Client Services Associate

    2 months ago

    LaGrange, United States Bison Wealth, LLC Full time

    This is an entry-level, onsite position in the financial services industry.Responsibilities:Providing high level of client service to the firm's financial advisors and clientsCoordinating and preparing materials for client visits and periodic client account/performance reviewsCompleting appropriate client paperwork, maintaining appropriate records, entering...

  • Client Services Associate

    3 weeks ago

    LaGrange, United States Bison Wealth, LLC Full time

    This is an entry-level, onsite position in the financial services industry.Responsibilities:Providing high level of client service to the firm's financial advisors and clientsCoordinating and preparing materials for client visits and periodic client account/performance reviewsCompleting appropriate client paperwork, maintaining appropriate records, entering...

  • Customer Service Associate

    4 weeks ago

    Lagrange, United States Wash N' Roll Car Wash Full time

    Here at Wash N Roll, we are committed to providing fast, friendly, and excellent service to all of our customers, and that starts at the Customer Service Associate level. As a Customer Service Associate, you are the first face that a customer sees upon their arrival. CSAs must be able to lift up to 20lbs, remain outside for the duration of their shift, brush...

  • Customer Service Associate

    3 weeks ago

    Lagrange, United States Wash N' Roll Car Wash Full time

    Here at Wash N Roll, we are committed to providing fast, friendly, and excellent service to all of our customers, and that starts at the Customer Service Associate level. As a Customer Service Associate, you are the first face that a customer sees upon their arrival. CSAs must be able to lift up to 20lbs, remain outside for the duration of their shift, brush...

  • Associate Director of Inpatient Treatment Services

    2 months ago

    LaGrange, United States Seven Counties Services Full time

    Job Description:Under general supervision, the Director of Inpatient Forensic Services' responsibilities are split between administrative, clinical, and teaching and supervision of staff, practicum students, and interns at the Kentucky Correctional Psychiatric Center (KCPC). KCPC uses a multi-discipline approach (Psychiatry, Psychology, Medical, Social...

  • Associate Director of Inpatient Treatment Services

    3 weeks ago

    LaGrange, United States Seven Counties Services Full time

    Job Description:Under general supervision, the Director of Inpatient Forensic Services' responsibilities are split between administrative, clinical, and teaching and supervision of staff, practicum students, and interns at the Kentucky Correctional Psychiatric Center (KCPC). KCPC uses a multi-discipline approach (Psychiatry, Psychology, Medical, Social...

  • Store Associate

    7 days ago

    Lagrange, United States The Sherwin-Williams Company Full time

    This is position is essential to the success of our retail stores. Store associates work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates are also expected to promptly resolve any customer concerns and ensure maximum client...

  • Lead Warehouse Associate

    2 months ago

    Lagrange, United States Five Star Breaktime Solutions Full time

    Lead Warehouse Associate (GA, Lagrange)GA, LaGrange Warehouse Lead Associate Five Star Breaktime solutions is looking for a Lead Warehouse Associate that can contribute to serving our customers by bringing a positive attitude to work daily, helping management with daily tasks as needed as well as a self-initiated leader that can motivate others. Perks of...

  • Sales Associate

    3 weeks ago

    Lagrange, United States Hibbet Sports Full time

    00065 Lagrange, GA LE_301 Hibbett Retail, Inc. Job Title: Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY The Sales Associate is responsible for assisting the store's management staff with providing quality customer service. The Sales Associate is knowledgeable in each product area or department in our store....

  • Sales Associate

    3 weeks ago

    Lagrange, United States Hibbet Sports Full time

    00065 Lagrange, GA LE_301 Hibbett Retail, Inc. Job Title: Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY The Sales Associate is responsible for assisting the store's management staff with providing quality customer service. The Sales Associate is knowledgeable in each product area or department in our store....

  • Store Associate>

    4 weeks ago

    Lagrange, United States RaceTrac Full time

    RaceTrac - 1519 Lafayette Pkwy. [Retail Associate / Stocker / Team Member] As a Store Associate at RaceTrac, you'll: Provide prompt, efficient, and courteous guest service; Follow company policies and procedures; Sell products to individuals in a high volume convenience store outlet; Help to maintain a clean, stocked, customer friendly environment inside and...

  • Store Associate>

    3 weeks ago

    Lagrange, United States RaceTrac Full time

    RaceTrac - 1519 Lafayette Pkwy. [Retail Associate / Stocker / Team Member] As a Store Associate at RaceTrac, you'll: Provide prompt, efficient, and courteous guest service; Follow company policies and procedures; Sell products to individuals in a high volume convenience store outlet; Help to maintain a clean, stocked, customer friendly environment inside and...

  • Child Crisis Therapist

    2 months ago

    LaGrange, United States Seven Counties Services Full time

    Job Description:Under moderate supervision, provides clinical services to assigned client populations.ESSENTIAL JOB FUNCTIONS Performs clinical services, including intakes and therapeutic interventions such as group, individual, and family therapy, and crisis intervention. Maintains and completes service documentation such as psychosocial assessments, case...

  • Child Crisis Therapist

    3 weeks ago

    LaGrange, United States Seven Counties Services Full time

    Job Description:Under moderate supervision, provides clinical services to assigned client populations.ESSENTIAL JOB FUNCTIONS Performs clinical services, including intakes and therapeutic interventions such as group, individual, and family therapy, and crisis intervention. Maintains and completes service documentation such as psychosocial assessments, case...

  • Services Professional

    4 weeks ago

    Lagrange, United States SP Associates Full time

    This company is a global manufacturing leader whose focus on materials science delivers tomorrow's breakthroughs today. From industry-leading molecules to sustainable innovations, company creates products that enhance people's lives and deliver solutions for its customers and communities. Drawing on thousands of patents and a portfolio with applications...

  • Services Professional

    4 weeks ago

    Lagrange, United States SP Associates Full time

    This company is a global manufacturing leader whose focus on materials science delivers tomorrow’s breakthroughs today. From industry-leading molecules to sustainable innovations, company creates products that enhance people’s lives and deliver solutions for its customers and communities. Drawing on thousands of patents and a portfolio with...

  • Services Professional

    3 weeks ago

    Lagrange, United States SP Associates Full time

    This company is a global manufacturing leader whose focus on materials science delivers tomorrow’s breakthroughs today. From industry-leading molecules to sustainable innovations, company creates products that enhance people’s lives and deliver solutions for its customers and communities. Drawing on thousands of patents and a portfolio with...

  • Services Professional

    3 weeks ago

    Lagrange, United States SP Associates Full time

    This company is a global manufacturing leader whose focus on materials science delivers tomorrow’s breakthroughs today. From industry-leading molecules to sustainable innovations, company creates products that enhance people’s lives and deliver solutions for its customers and communities. Drawing on thousands of patents and a portfolio with...

  • Store Associate>

    4 weeks ago

    Lagrange, United States CVS Health Full time

    CVS Health - 975 N 00 EW [Retail Sales / Team Member] As a Store Associate at CVS, you'll: Provide customer service by anticipating customer needs; Actively identify and resolve potential service issues; Perform cashier duties like handling cash, checks and credit card transactions; Maintain the sales floor by restocking shelves and checking in vendors;...

  • Store Associate>

    2 weeks ago

    Lagrange, United States CVS Health Full time

    CVS Health - 975 N 00 EW [Retail Sales / Team Member] As a Store Associate at CVS, you'll: Provide customer service by anticipating customer needs; Actively identify and resolve potential service issues; Perform cashier duties like handling cash, checks and credit card transactions; Maintain the sales floor by restocking shelves and checking in vendors;...