Registered Client Service Associate
4 weeks ago
About 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 other materials for client meetingscollect the right documentation for opening new accounts and service requestsplan team marketing events and maintain marketing materialsprovide the team with a detailed calendar of activitiesYour expertiseseries 7 and 66 licenses (preferable)financial services experience - ideally within a client facing team or years of experience in client service within the finance sector.Bachelor's degree or equivalent with a focus on business.excellent written and verbal communication skills, as well as organization skillsattention to detailteam player with pleasant interpersonal skillsworks with absolute discretion, tactfulness, and adaptability to changing demands
-
Registered Client Service Associate
2 weeks ago
San Diego, United States Ameriprise Financial Full timeDo you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client...
-
Registered Client Service Associate
2 days ago
San Diego, United States Ameriprise Financial Full timeDo you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client...
-
Registered Client Service Associate
1 month ago
San Francisco, United States PSG Global Solutions Full timeThe Registered Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to F Client Service, Registered, Associate, Client, Financial Advisor, Business Services, Staffing, Support
-
Registered Client Associate
1 month 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...
-
Registered Client Associate
2 days 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...
-
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 Service Associate
1 week ago
San Diego, United States EMA San Diego Full timeJob DescriptionJob DescriptionElite is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer...
-
Client Service Associate
5 days ago
San Diego, United States EMA San Diego Full timeJob DescriptionJob DescriptionElite is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer...
-
Client Service Associate
1 day ago
San Diego, United States EMA San Diego Full timeJob DescriptionJob DescriptionElite is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer...
-
Client Associate
1 week 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...
-
Client Services Lead
2 weeks ago
San Diego, United States Cetera Financial Group Full timeThis person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client...
-
Client Services Lead
2 days ago
San Diego, United States Cetera Financial Group Full timeThis person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client...
-
Representative, Client Services
2 weeks ago
San Diego, United States Service Champions Full timeASI Hastings “The White Glove Guys! ”We have been serving San Diego since 1952, emphasizing doing what is right for our clients. We are the premier A/C Tune Up & Repair, Furnace, Plumbing and Solar Pros. We value our employees and provide a family-oriented and fun working environment where your efforts are recognized and rewarded. We have an immediate...
-
Client Service Associate
1 week ago
San Diego, United States TalentLink Solutions Full timeCompany 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...
-
Client Service Associate
3 weeks ago
San Diego, United States TalentLink Solutions Full timeCompany 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...
-
Client Service Associate
2 days ago
San Diego, United States TalentLink Solutions Full timeCompany 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...
-
Client Associate
1 month 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 Associate
2 days 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...
-
Hospitality Associate
1 month ago
San Diego, United States Hospitality Associate Full timeWe're looking for an Event Planner ! Full time - On site - 22 to 23$ an hour Mondays - Fridays 8 AM to 5 PM **Job description**: - Creates and maintains a customer-focused environment with regular end-user feedback and customer satisfaction surveys, with active Commitment Action Document. - Conference room, function and event set-ups/ break downs (tables,...
-
Client Services Associate
2 weeks ago
San Diego, United States Connexion Systems & Engineering, Inc. Full timeJob DescriptionJob DescriptionConnexion’s mission is to provide "best in class" services to job seekers. We strive to achieve excellence in job placement, staffing, and recruiting services while treating candidates with the professionalism and respect they deserve.Client Services AssociateHours: Hours 8:30 - 5 and 7:30-4Notes:Shift: One person will be...