Client Service Associate
4 weeks ago
Company Overview:RemoteLink Solutions seeks to establish itself as the premier back-office solution for independent financial advisors nationwide. Our solution allows an advisor to fill the need for an assistant without taking on the liability, training, and management of hiring an employee. In some cases, we may be helping advisors who want to grow but are spending too much time on administrative functions themselves. In most cases, we provide the support they need so they can focus on continued growth.RemoteLink Solutions is a subsidiary of TalentLink Solutions. Formed in 2014, TalentLink Solutions was created to offer the financial services community a hiring and human resources consulting solution that allows for a firm's growth and success. Through this service offering, the firm's Principals uncovered the need to provide a remote assistant solution for the independent financial advisor, thus prompting the launch of RemoteLink Solutions.Position Overview/Summary:Due to growth, RemoteLink Solutions has an exciting opportunity to offer the right individual. This role will have responsibilities including: direct client contact, relationship building, conducting periodic account reviews, completing financial transactions, and multiple administrative duties. The ideal candidate must be extremely professional in appearance and manner, willing to accept direction yet with the ability to think on their own and is quick to learn new things. Additionally, he/she must have outstanding customer service skills, be very detail-oriented, and have superior computer, organizational, and multitasking ability.Responsibilities:Prepare Advisors for meetings with appropriate forms, reports, data, and research.Prepare investment account paperwork and manage the transfer of assets.Perform portfolio administration with regard to client data, contributions, and withdrawals.Prepare and manage to completion investment and insurance paperwork.Respond to client requests for service and trouble-shoot service issues.Establish client files and maintain client data in CRM program.Assist Advisors with scheduling client reviews, client communication, agendas, recaps, and recommendations.Proactively communicate with Advisors regarding work in progress.Process client account paperwork and process internal and external asset movements through Broker/Dealer platforms.Answer inbound phone and email inquiries and route to appropriate staff and team members.Attend all compliance training.Perform general clerical duties including but not limited to photocopying, faxing, mailing, and shippingPersonal Characteristics:Demonstrates a high degree of self-motivation and possesses a sense of urgency to exceed expectations.Applies his/her skills to maintain a high level of productivity; is accurate and thorough in delivering quality work; pays attention to all relevant details.Picks up on new knowledge quickly, applies new learning to be more effective at work, works to continuously improve.Demonstrates outstanding verbal, written communication skills, excellent customer service and phone etiquette.Demonstrates strong time management skills with ability to multi-task and prioritize effectively.Technical, Operations & Administration:Adheres to reporting guidelinesDemonstrates industry knowledge and functional expertise or has a history of quickly learning new fieldsMaintains FINRA and SEC compliance guidelinesQualifications:Associates degree in related field or equivalent experience highly preferredFinancial services industry experience a plus but not necessaryCompensation and Benefits:Starting at $19.50/hr. with increases at 6 months to $21.63/hr. and one year to $24.03/hr. based on performance.Opportunity to move to a hybrid schedule at 6 months based on performance.PTO, 11 recognized holidays plus 2 floating holidays, medical/dental/vision, ST/LT disability, 401K with a company match
-
Client Services Associate I
4 days ago
San Diego, United States Axos Financial, Inc. Full timeAs a member of the Axos Commercial Banking team, the Client Services Associate I is responsible for Commercial Online Banking client support and deposit account servicing. You will be responsible for post-account onboarding support and assist with On Client Service, Associate, Client Support, Banking, Payment Processing, Retail, Management
-
Registered Client Service Associate
2 weeks ago
San Diego, United States Vets Hired Full timeAbout the job Registered Client Service Associate Job TypeFull TimeYour roleAre you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to:keep management systems up-to-date with client informationeducate clients on account services and capabilitieshelp with the preparation of reports and...
-
Client Service Associate
2 weeks ago
San Diego, United States Hilltop Holdings Full timeHilltop Securities is currently looking to hire a Registered Client Service Associate to work in San Diego, California. Hilltop Securities Inc., a member of the FINRA and SIPC, is a wholly owned subsidiary of Hilltop Holdings. Hilltop Securities Independent Network (HTIN) is a brokerage firm, which provides a home for independent representatives. We offer...
-
Registered Client Service Associate
4 days ago
San Diego, United States Vets Hired Full timeAbout the job Registered Client Service Associate Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of...
-
Senior Client Service Associate
4 weeks ago
San Diego, United States TalentLink Solutions Full timeOur firm is a $450M+ Registered Investment Advisor in beautiful downtown San Diego, specializing in ultra-high net-worth individuals and families. We function as a multi-family office and are looking the one person that can run our client service and operations. Being a small team, this role is critical to our success! You will be responsible for portfolio...
-
Senior Client Service Associate
4 days ago
San Diego, United States TalentLink Solutions Full timeOur firm is a $450M+ Registered Investment Advisor in beautiful downtown San Diego, specializing in ultra-high net-worth individuals and families. We function as a multi-family office and are looking the one person that can run our client service and operations. Being a small team, this role is critical to our success! You will be responsible for portfolio...
-
Sr. TM Client Services
2 days ago
San Diego, United States Axos Financial, Inc. Full timeThe Sr. Treasury Management Client Services Associate will provide support and customer service, as well as lead client onboarding and training on suite of Treasury Management products and services. Apply knowledge of Treasury Management products and Onboarding Associate, Client Service, Associate, Onboarding, Treasury, Management, Business Services
-
Senior Client Service Associate
3 weeks ago
San Diego, United States TalentLink Solutions Full timeJob DescriptionJob DescriptionOur firm is a $450M+ Registered Investment Advisor in beautiful downtown San Diego, specializing in ultra-high net-worth individuals and families. We function as a multi-family office and are looking the one person that can run our client service and operations. Being a small team, this role is critical to our success!You will...
-
Senior Client Service Associate
1 month ago
San Diego, United States TalentLink Solutions Full timeOur firm is a $450M+ Registered Investment Advisor in beautiful downtown San Diego, specializing in ultra-high net-worth individuals and families. We function as a multi-family office and are looking the one person that can run our client service and operations. Being a small team, this role is critical to our success! You will be responsible for portfolio...
-
Client Associate
2 weeks ago
San Diego, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for...
-
Client Service Representative
2 weeks ago
San Diego, United States VCA Antech, Inc. Full timeClient Service Representative VCA Pacific Petcare Animal Hospital is seeking an experienced Client Service Representative to join our team in delivering excellent customer service and caring professional medical care to our clients and their pets. As the face of VCA, the Client Service Representative sets the tone for the practice as we build and maintain...
-
Client Service Representative
2 hours ago
San Diego, United States BDT & Associates, Inc. Full timeJob Description Job Description Benefits: 401(k) Bonus based on performance Seeking a high quality, self motivated, standout candidate who embodies and upholds our CORE values. Do you lead with honor, have integrity and the ability to build strong lasting relationships with our clients with the ability to balance work and life? Candidate must provide...
-
San Diego, United States Raymond James Financial Services Full timeJob Description Description Job 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...
-
Client Service Representative
2 weeks ago
San Diego, United States Bdt & Associates Inc Full timeJob DescriptionJob DescriptionBenefits:401(k)Bonus based on performance Seeking a high quality, self motivated, standout candidate who embodies and upholds our CORE values. Do you lead with honor, have integrity and the ability to build strong lasting relationships with our clients with the ability to balance work and life?Candidate must provide invaluable...
-
San Diego, United States Raymond James Financial Services Full timeJob Description Description Job 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...
-
Registered Client Associate
2 weeks ago
San Diego, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right...
-
Client Services Representative
3 weeks ago
San Diego, United States Triumph Financial Full timeJob Description Position Summary: The CSR supports the administration and processing of client funding requests and provides customer service levels consistent with the business objectives of the company. Responsibilities include timely communication with clients regarding daily fundings, resolving disputes, verification and risk management in accordance...
-
Client Services Representative
4 weeks ago
San Diego, United States Triumph Financial Full timeJob Description Position Summary: The CSR supports the administration and processing of client funding requests and provides customer service levels consistent with the business objectives of the company. Responsibilities include timely communication with clients regarding daily fundings, resolving disputes, verification and risk management in accordance...
-
Client Services Representative
2 weeks ago
San Diego, United States TBK Bank Full timeJoin Triumph Business Capital!At Triumph Business Capital, we believe the strength of our commitment is reflected in product innovation and the strategic partnerships we've established. That's why we look for team members who work hard to make a difference in their workplace and community. Our goal is to make long-term improvements in everything and everyone...
-
Client Specialist Associate
2 weeks ago
San Diego, United States Vets Hired Full timeAbout the job Client Specialist Associate Job Description You like interacting with people, fixing things and understand what it means to be a champion of a brand. You are the voice of the company for customers, you understand what it is like to be a customer and appreciate going above and beyond to delight people and solve their problems. This role is key...
