Client Support Associate

Onsite A leading wealth management firm in Scottsdale, AZ, is seeking a Client Service Associate to join their dynamic team. The company focuses on delivering tailored financial planning services to high-net-worth individuals, with a strong emphasis on long-term relationships. The Client Service Associate will play a key role in supporting financial advisors...

Job Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...

We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required, we provide you with ongoing training to keep you up to date with the latest trends & give you the best opportunity to grow...

RBC Capital Markets: A Leader in Wealth Management We are a global leader in wealth management, with a reputation for excellence and innovation. Our team of experts is dedicated to helping our clients achieve their financial goals through personalized service and tailored solutions. About the Role: We are seeking a highly skilled and experienced Client...

Client Relationship Associates partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues.About this job:At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, "to take a stand for all investors, to treat...

Harrison Gray Search is recruiting for a leading financial services firm seeking a Client Service Associate to provide high-touch service in life insurance policy management and Schwab investment account servicing. This is a role in which you will be key in maintaining client relationships, handling service requests, and ensuring smooth day-to-day...

Commitment to Excellence | Growth Mindset | Personal Responsibility | Mutual Respect | Client-Centric The Client Service Associate is an entry-mid level position that is extremely analytical and detail-oriented to support our team of financial advisors. The primary function of this role is to assist Lead Advisors and Associate Advisors by providing...

Commitment to Excellence | Growth Mindset | Personal Responsibility | Mutual Respect | Client-CentricThe Client Service Associate is an entry-mid level position that is extremely analytical and detail-oriented to support our team of financial advisors.The primary function of this role is to assist Lead Advisors and Associate Advisors by providing support in...

Client Service Associate-Scottsdale, AZ-2402445 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 Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This...

Summary The Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and...

About the RoleWe are seeking a skilled and caring Personal Support Associate to join our team. As a Daily Living Assistant, you will work closely with clients to provide support with daily living activities and ensure their overall well-being.

As a Technical Support Associate at Gurstel Chargo, you will play a critical role in ensuring the smooth operation of our systems and resolving technical issues for our clients and employees.Key Responsibilities:Provide technical support to clients and employeesResolve technical issues in a timely mannerCommunicate effectively with stakeholdersWork...

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...

Suzi Glover-Garman - State Farm Agent is committed to providing exceptional customer service and experience. As a key member of our team, you will be responsible for establishing and maintaining strong customer relationships, ensuring their needs are met promptly and accurately.Key ResponsibilitiesProvide prompt, accurate, and friendly customer service,...

BenefitsWe offer a range of benefits designed to support your growth and well-being. These include: Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63 Hands-on coaching by purpose-driven leaders to help you excel in your current role, and prepare you for the next Acumen building on our products and services...

Required Skills and QualificationsHigh school diploma or equivalentPositive attitude and ability to adapt to diverse teamsStrong teamwork skills and commitment to client successBackground in retail, restaurant, sales, or related fields (a plus)

Job DescriptionResponsibilities: Receive and screen visitors, answering routine questions, providing information, or directing requests elsewhere. Interview the customer, following a multilevel sales script, to clarify the customer's requirements. Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a...

A Day in the LifeYou will be the first point of contact for our clients, delivering exceptional customer service via phone, email, and in-person meetings. Your knowledge of our company and day-to-day operations will enable you to provide informed support and assistance. You will also handle inbound phone calls and emails regarding account inquiries, such as...

Job Overview: Oversee internal GL accountants and a third-party vendor in the production and review of monthly financials for our HOA clients. Ensure accurate and timely financial reporting while maintaining compliance with industry standards. Provide exceptional service to our clients and collaborate with team members to promote client retention. Build...

Job Overview:Oversee internal GL accountants and a third-party vendor in the production and review of monthly financials for our HOA clients. Ensure accurate and timely financial reporting while maintaining compliance with industry standards. Provide exceptional service to our clients and collaborate with team members to promote client retention. Build...