Current jobs related to Client and Operations Associate - Columbia - FIG Talent Solutions

  • Client and Operations Associate

    3 months ago

    Columbia, United States FIG Talent Solutions Full time

    Client and Operations AssociateThe Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team,...

  • Client and Operations Associate

    3 months ago

    Columbia, United States FIG Talent Solutions Full time

    Client and Operations AssociateThe Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team,...

  • Client Support Operations Associate

    1 week ago

    Columbia, Maryland, United States Randstad North America, Inc. Full time

    Randstad is seeking a detail-oriented and process-driven client support professional for a marketing services organization in Columbia, MD. The ideal candidate will have experience managing client processes, including orders, from start to finish and ensuring seamless operations.Key Responsibilities:Manage client orders from start to finishEnsure seamless...

  • Client Services Associate

    3 weeks ago

    Columbia, United States FIG Talent Solutions Full time

    Client and Operations AssociateThe Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team,...

  • Client Services Associate

    2 weeks ago

    Columbia, United States FIG Talent Solutions Full time

    Client and Operations Associate The Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations...

  • Client Services Associate

    1 week ago

    columbia, United States FIG Talent Solutions Full time

    Client and Operations AssociateThe Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team,...

  • Client Services Associate

    2 months ago

    Columbia, South Carolina, United States City of Columbia Full time

    CLIENT SERVICES ASSOCIATE (PART TIME) - CITY OF COLUMBIAPOSITION OVERVIEWThis role is pivotal in fostering customer engagement at the City of Columbia; it involves providing membership details and conducting tours for both existing and prospective clients. The associate will manage financial transactions, oversee registrations, and ensure the daily...

  • Client Service Associate

    4 weeks ago

    Columbia, United States Stifel Financial Full time

    Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties...

  • Client Service Associate

    5 days ago

    Columbia, United States Stifel Full time

    The Client Services Associate (NR) 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...

  • Registered Client Service Associate

    3 weeks ago

    Columbia, United States Stifel Financial Full time

    Description Summary The Registered Client Service Associate assists one or more Financial Advisors 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 Financial Advisor...

  • Client Services Associate

    1 month ago

    West Columbia, United States FIG Talent Solutions Full time

    Client and Operations Associate The Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations...

  • Brokerage Client Service Associate

    1 month ago

    Columbia, United States Truist Financial Corporation Full time

    This in an in-office position. The location is 10500 Little Patuxent Parkway, Columbia, Maryland. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development Client Service, Brokerage, Financial Advisor, Associate, Broker, Business Development, Retail

  • Registered Client Service Associate

    4 weeks ago

    Columbia, United States Stifel Financial Full time

    Summary The Registered Client Service Associate assists one or more Financial Advisors 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 Financial Advisor...

  • Client Service Associate

    3 weeks ago

    Columbia, South Carolina, United States Raymond James Financial, Inc. Full time

    Job SummaryRaymond James Financial, Inc. is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a key member of our financial services team, you will provide high-quality administrative support to financial advisors, clients, and branch staff.Key ResponsibilitiesProvide exceptional client service through phone, email,...

  • Client Support Associate, Surety

    1 week ago

    Columbia, United States Marsh & McLennan Companies Full time

    Marsh McLennan Agency. Client Support Associate, Surety Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 9,000 of the industrys brighte Client Support, Associate, Support, Client, Business Services

  • Client Service Associate

    3 weeks ago

    Columbia, Missouri, United States Stifel Financial Full time

    Job SummaryThe Client Service Associate plays a vital role in supporting the Financial Advisor in the daily administration of their business. This includes opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork.Key ResponsibilitiesPerform clerical functions related to opening client accounts...

  • Client Support Operations Associate

    1 week ago

    Columbia, United States Randstad Full time

    Randstad - [Administrative Assistant / Receptionist] As an Operations Assistant at Randstad, you'll: Perform processing orders, producing and reconciling delivery documents, and service performance tracking; Collect and prepare information for various operational reports; Support daily operational activities by handling administrative tasks and coordinating...

  • Client Service Coordinator

    4 weeks ago

    Columbia, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are offering a short term contract employment opportunity for a Client Service Coordinator - Associate in the Investment Advisory industry, based in Columbia, MD. The role primarily involves administrative support and client service coordination duties, and requires individuals with a strong customer orientation and an...

  • Brokerage Client Service Associate

    1 month ago

    Columbia, Maryland, United States Truist Financial Corporation Full time

    Job SummaryThis is an in-office position located at 10500 Little Patuxent Parkway, Columbia, Maryland. The role involves providing general servicing and support to Financial Advisors, encompassing administrative and operational support, business development, and client service.Key ResponsibilitiesAdministrative and operational support for Financial...

  • Spa Associate

    2 weeks ago

    Columbia, South Carolina, United States Hand & Stone Massage and Facial Spa Harbison Full time

    Job Title: Spa Associate-HandAbout Us:Hand & Stone Massage and Facial Spa Harbison is a leading provider of spa services, offering a range of treatments to help our clients relax and rejuvenate. We are seeking a highly motivated and customer-focused Spa Associate to join our team.Job Summary:We are looking for a Spa Associate who is passionate about...

Client and Operations Associate

3 months ago

Columbia, United States FIG Talent Solutions Full time

Client and Operations Associate

The Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team, and Carriers. They are the point of contact for Clients, and a liaison between Client and Advisor relations.

DUTIES AND RESPONSIBILITES

-Support Advisor in serving clients.

-Maintain the Advisor's calendar at all times.

-Book all appointments for the Advisor.

-Scrub the files after all appointments are completed by the Advisor.

-Oversee and manage all follow up with the Advisor, paraplanner, and/or clients for the next steps.

-Prepare for upcoming client appointments.

-Work with the paraplanner to have all file prep ready in a timely and thorough manner.

-Ensure that all files are complete and accurate for client meetings.

-Provide exceptional client care while receiving and responding to client requests.

-Open new client accounts, process account applications, and manage monetary transfers.

-Receive and respond to client service requests each day, and in a timely manner.

-Maintain client and document files both in hard copy and electronically, as defined by company policies.

-Produce weekly reporting to the Advisor, and to the supervisor as needed.

-Participate in Operational meetings to help with systems and to educate team about clients

with open communication.

-Update Policies & Procedures on an on-going basis as needed, and INFORM the OPs Team during weekly meetings of updates, changes and revisions of Policies & Procedures.

-Answer client care calls, returning voicemails and emails same day, if possible, or within 24 hours.

QUALIFICATIONS FOR THE JOB

Education:

Bachelor's Degree preferred, but not required.

Experience:

Three years of industry experience required.

Other:

-Must have and present a professional appearance, demeanor, and positive and friendly attitude.

-Must be exceptionally organized.

-Must be willing and assertive in finding staff to assist in moments where work is all caught up.

-Must be able to take direction from leadership with a good attitude.

-Must be a self-starter and team player.

-Must be able to multi-task while paying careful attention to all details.

-Must be sensitive, professional, and compassionate when interacting with clients and /or confidential client information.

-Must have excellent verbal skills.

KEY COMPETENCIES

Strong computer skills, proficiency in Microsoft Office applications, and ability to learn new software easily. Must be capable of learning the Company's CRM.