Client Service Associate
1 day ago
Windward Recruiting is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients.
Key Responsibilities:- Communicate with clients via telephone, email, and in-person to address their needs and concerns in a timely and professional manner.
- Develop expertise in account opening, money movement, account linking, investment strategy implementation, and other client service-related tasks.
- Perform basic administrative and clerical duties, including compiling and updating necessary documents, organizing portfolio reviews, obtaining and processing client information, and updating the CRM.
- Onboard and prioritize new clients.
- Demonstrate expert knowledge of the products and services offered.
- Ensure compliance with specifications and regulations and work according to set standards and operating procedures.
- Collaborate with internal teammates, third-party resource partners, and custodians for efficient and thorough client planning.
- Seek assistance and report challenges to upper management.
- 5+ years of experience in financial services, preferably in Private Client Wealth Management, and/or RIA firms.
- Bachelor's degree in financial services, and/or relevant field.
- Previous experience with Schwab or Fidelity is required.
- Desire to work in a fast-paced, entrepreneurial, team-focused, and results-oriented environment.
- Experience in a client-facing role, proficiency with onboarding new relationships, and ongoing servicing of client relationships a plus.
- Strong orientation to technology with the ability to learn quickly and work with various platforms.
- Detailed-oriented and sound organizational skills, with strong oral and written communication skills.
- Comfortable working independently and directly with other members to support Senior Advisors and focus on the growth of the business and results for the clients.
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Client Service Associate
5 days ago
Columbus, Ohio, United States Kestra Financial Independent Advisor Full timeJob Title: Client Service AssociateWe are seeking a highly skilled Client Service Associate to join our team at Kestra Financial Independent Advisor. As a key member of our operations team, you will play a critical role in providing exceptional client service and support to our financial advisors and clients.Key Responsibilities:Support financial advisors...
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Client Service Associate
2 weeks ago
Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full timeJob OverviewAs a Client Service Associate at Gryphon Financial Partners LLC, you will play a vital role in delivering exceptional service to our clients. Your primary responsibility will be to manage the day-to-day aspects of the client experience, ensuring that their needs are met and exceeded.Key ResponsibilitiesOnboard new clients and ensure a seamless...
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Client Service Associate
1 day ago
Columbus, Ohio, United States Gryphon Financial Partners Full timeJob Summary:We are seeking a highly organized and detail-oriented Client Service Associate to join our team at Gryphon Financial Partners. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, managing day-to-day aspects of the client experience, and building strong relationships with our...
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Senior Client Service Associate
2 weeks ago
Columbus, Ohio, United States Gryphon Financial Partners Full timeJob Description:As a Senior Client Service Associate at Gryphon Financial Partners, you will be responsible for providing exceptional service to our clients. Your primary focus will be on managing the day-to-day aspects of the client experience, ensuring that their needs are met and exceeded.Key Responsibilities:Onboarding new clients and ensuring a smooth...
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Senior Client Service Associate
4 days ago
Columbus, Ohio, United States Gryphon Financial Partners Full timeJob Summary:As a Senior Client Service Associate at Gryphon Financial Partners, you will be responsible for providing exceptional service to our clients. This includes managing day-to-day client interactions, onboarding new clients, and building strong relationships with existing clients.Key Responsibilities:• Onboard new clients and ensure a seamless...
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Senior Client Service Associate
2 weeks ago
Columbus, Ohio, United States GRYPHON FINANCIAL PARTNERS LLC Full timeJob OverviewAt Gryphon Financial Partners LLC, we are seeking a highly skilled and organized Senior Client Service Associate to join our team. This role is responsible for providing exceptional service to our clients, managing day-to-day aspects of the client experience, and building strong relationships with our clients.Key ResponsibilitiesOnboard new...
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Pet Services Associate
3 weeks ago
Columbus, Ohio, United States Service Corporation International Full timePet Services Associate Job DescriptionAt Service Corporation International, we're dedicated to celebrating lives and supporting our associates in their journey. As a Pet Services Associate, you'll be part of a team that promotes healing experiences for grieving pet families.Key Responsibilities:Assist families in selecting services for their pet's aftercare,...
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Client Services Coordinator
3 weeks ago
Columbus, Ohio, United States Beacon Capital Management, Inc Full timeClient Service AdministratorWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Beacon Capital Management, Inc. in Franklin, TN. As a key member of our financial services team, you will be responsible for providing exceptional client service, supporting our Financial Advisors, and contributing to the growth...
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Client Services Coordinator
4 weeks ago
Columbus, Ohio, United States Beacon Capital Management, Inc Full timeClient Service AdministratorWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Beacon Capital Management, Inc. in Franklin, TN. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our clients and financial advisors.Key...
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Client Services Coordinator
1 week ago
Columbus, Ohio, United States Beacon Capital Management, Inc Full timeClient Service AdministratorWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Beacon Capital Management, Inc. in Franklin, TN. As a key member of our financial services team, you will be responsible for providing exceptional client service, supporting our Financial Advisors, and contributing to the growth...
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Client Services Coordinator
4 weeks ago
Columbus, Ohio, United States Beacon Capital Management, Inc Full timeJob Description:The Client Service Administrator will play a vital role in supporting the Financial Advisor(s) in onboarding new clients and servicing the existing client base. This includes handling all service requests, such as beneficiary changes, withdrawals, and client appointment preparation.Key Responsibilities:Provide exceptional client service and...
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Columbus, Ohio, United States Nationwide Private Client Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented individual to join our Internal Audit team as an intern. As a member of our team, you will have the opportunity to gain hands-on experience in audit practices and risk management, while learning about the breadth of Nationwide Private Client's business operations.Key...
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Client Services Specialist
2 weeks ago
Columbus, Ohio, United States Cass Information Systems Full time**Job Summary**The Customer Service Associate I is a key role within Cass Information Systems, responsible for facilitating accurate resolution of internal and external inquiries and issues pertaining to processing for assigned clients. This position requires a high level of customer satisfaction, timely response to inquiries, and effective...
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Premier Client Service Specialist
2 weeks ago
Columbus, Ohio, United States USI Insurance Services Full timeJob SummaryWe are seeking a highly skilled and experienced Premier Client Advisor to join our team at USI Insurance Services. As a Premier Client Advisor, you will be responsible for servicing and managing client accounts, with a focus on retaining assigned Tier 1 Premier clients. This role requires strong technical expertise, excellent communication skills,...
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Senior Client Services Liaison
3 weeks ago
Columbus, Ohio, United States VirtualVocations Full timeVirtualVocations is seeking a Senior Client Services Representative to provide operational support to large health plan clients. The ideal candidate will have a strong background in account management and project management, with a minimum of 5 years of experience in the healthcare industry. Key responsibilities include addressing client issues and requests,...
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Client Services Coordinator
2 weeks ago
Columbus, Ohio, United States CBRE Full timeAbout the Role:We are seeking a highly organized and detail-oriented Client Services Coordinator to provide administrative support to our sales professionals. As a key member of our team, you will be responsible for preparing proposals, presentations, and marketing materials, as well as coordinating the distribution of internal and external marketing...
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Commercial Client Service Specialist
4 weeks ago
Columbus, Ohio, United States Truist Inc Full timeJob SummaryWe are seeking a highly skilled Commercial Client Relationship Manager to join our team at Truist Inc. As a key member of our Commercial Banking team, you will be responsible for providing exceptional sales, service, and loan support to our Relationship Managers and Commercial Credit staff.Key ResponsibilitiesProvide sales support to Relationship...
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Associate Client Account Manager
3 weeks ago
Columbus, Ohio, United States Cass Information Systems Full timeJob Title: Associate Client Account ManagerCass Information Systems is seeking a highly skilled Associate Client Account Manager to join our team. As a key member of our client support team, you will be responsible for managing mid-tier client accounts and developing strong relationships with our clients.Key Responsibilities:Manage client relationships and...
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Client Services Director
2 weeks ago
Columbus, Ohio, United States Primary Location Full timeClient Services DirectorWelcome to Lawrence Law Office, a prestigious Central Ohio law firm. We are seeking a Client Services Director to join our dedicated team.This role plays a crucial part in obtaining and retaining satisfied clients. As a Client Services Director, you will provide administrative support to our sales and marketing team, secure and...
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Client Service Liaison
4 weeks ago
Columbus, Ohio, United States Medvetforpets Full timeMedVet for Pets is a leading provider of emergency and specialty veterinary care. We are seeking a Client Service Representative to join our team in Worthington, Ohio. As a Client Service Representative, you will be the first point of contact for our clients, providing exceptional service and support throughout their MedVet experience. Your primary...