Financial Services Associate
3 days ago
We are seeking a highly motivated and detail-oriented Registered Client Associate to join our team at TalentWealth Recruiting. As a key member of our team, you will provide proactive support to financial advisors and assist with efficient, quality client service in a fast-paced office environment.
Key Responsibilities- Interact with clients daily to handle inquiries, provide quotes, and solicit orders from financial advisors.
- Research client and security information through our back office system.
- Process and follow up on client documentation to maintain accurate account records.
- Prepare letters, forms, and spreadsheets to support client servicing and prospecting efforts.
- Ensure client paperwork is up-to-date with firm and industry requirements.
- Assist financial advisors with marketing efforts and participate in cross-training programs.
- Strong understanding of investment concepts, practices, and procedures.
- Excellent communication and interpersonal skills.
- Ability to work independently and manage multiple tasks with changing priorities.
- Series 7 and Series 63, 65, and/or 66 licenses preferred.
TalentWealth Recruiting offers a dynamic and supportive work environment with opportunities for growth and development. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
-
Customer Service Associate
20 hours ago
Memphis, Tennessee, United States Raymond James Financial Services Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Customer Service Associate to join our team at Raymond James Financial Services.Key Responsibilities:Provide exceptional customer service and support to clients and internal stakeholders.Assist with account maintenance, including updates and inquiries.Collaborate with cross-functional teams to...
-
Account Associate Specialist
3 weeks ago
Memphis, Tennessee, United States Raymond James Financial Services Full timeJob SummaryWe are seeking a highly skilled Customer Account Associate to join our team at Raymond James Financial Services.Key Responsibilities:Act as a liaison between branches and the home office in a call center environment.Review, update, maintain, and service accounts to ensure seamless client experiences.Protect the firm, financial advisors, and...
-
Certified Financial Consultant
4 weeks ago
Memphis, Tennessee, United States Crown Financial Group Full timeFinancial Consultant Job OverviewCrown Financial Group is seeking a qualified and knowledgeable Financial Consultant to enhance our team. In this role, you will deliver extensive financial guidance to clients, assisting them in achieving their financial aspirations.Key Responsibilities: Perform thorough assessments of clients' existing financial situations...
-
Financial Reporting Associate
4 weeks ago
Memphis, Tennessee, United States Forte Business Services Full timeAt Forte Business Services, we recognize that even the most remarkable leaders need a solid support framework. We offer a wide array of services aimed at guiding entrepreneurs from their inception and assisting established firms in enhancing their operations. We take pride in collaborating with clients who are on a path of significant growth and are involved...
-
Customer Service Representative
2 weeks ago
Memphis, Tennessee, United States Raymond James Financial Services Full timeJob Summary:We are seeking a highly skilled Customer Account Associate to join our team at Raymond James Financial Services. As a key member of our organization, you will play a critical role in serving as the agent between our branches and the home office in a call center environment.Key Responsibilities:Review and update customer accounts to ensure...
-
Trading Support Associate III
2 weeks ago
Memphis, Tennessee, United States Raymond James Financial Services Full timeJob SummaryAs a Trading Support Associate III at Raymond James Financial Services, you will leverage your advanced knowledge and technical skills to provide critical support for trading activities in our designated functional area.Key ResponsibilitiesProvide technical assistance and expertise to support trading operationsCollaborate with cross-functional...
-
Client Service Specialist
4 weeks ago
Memphis, Tennessee, United States Raymond James Financial Services Full timePosition OverviewAs a Client Service Specialist, you will operate under general supervision, utilizing your specialized knowledge and skills acquired through experience and formal training. Your primary responsibility will be to support branch offices and Financial Advisors (FAs) in addressing client needs.Key ResponsibilitiesResearch and resolve escalated...
-
Financial Associate
4 weeks ago
Memphis, Tennessee, United States Gossett Motors Full timeGossett MotorsAs a prominent privately-owned Automotive Dealer Group in West Tennessee, we are expanding our franchise offerings and are in search of a dedicated professional to enhance our accounting department.POSITION OVERVIEWWe are actively looking for an EXPERIENCED Accounting Associate to contribute to our financial operations.Benefits of Working at...
-
Financial Services Specialist
1 week ago
Memphis, Tennessee, United States First Horizon Bank Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Financial Services Specialist to join our team at First Horizon Bank. As a key member of our sales force, you will provide specialized support to our customers and trading departments.Key ResponsibilitiesPerform detailed tasks and provide expert-level support to our sales force and customer...
-
Financial Services Representative
3 weeks ago
Memphis, Tennessee, United States Evolve, LLC Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Evolve, LLC. As a key member of our customer support center, you will play a critical role in delivering exceptional service to our clients and their end-users.Key ResponsibilitiesCustomer Service: Provide timely and accurate responses to...
-
Financial Operations Associate
4 weeks ago
Memphis, Tennessee, United States Vaco Full timePosition Overview:We are seeking a dedicated Financial Operations Associate to join our team at Vaco. This role is essential in supporting our financial processes and ensuring the smooth operation of our accounting functions.Key Responsibilities:Assist in the management of financial operations, including the processing of receivables and payables.Develop and...
-
Insurance Commissions Associate
2 days ago
Memphis, Tennessee, United States Raymond James Financial Incorporated Full timeJob Summary:As a Commission Associate at Raymond James Financial Incorporated, you will play a vital role in processing all aspects of commissions for financial advisors. Under general supervision, you will utilize specialized knowledge and skills to confirm proper posting of fees, commissions, and reimbursements to commission systems and the general ledger,...
-
Financial Associate 3-MIB
1 week ago
Memphis, Tennessee, United States University of Tennessee Full timeJob SummaryThe Financial Associate plays a crucial role in the Department of Microbiology, Immunology, and Biochemistry (MIB) by performing routine accounting activities for grants, contracts, and state-supported activities. This position requires strong analytical and organizational skills to ensure accurate financial reporting, budget preparation, and...
-
Financial Associate
4 weeks ago
Memphis, Tennessee, United States Gossett Motors Full timeGossett MotorsAs a prominent privately-owned Automotive Dealer Group in West Tennessee, we are expanding our franchise offerings and are in search of a skilled professional to enhance our accounting department.POSITION OVERVIEWWe are actively looking for an EXPERIENCED Accounting Associate to contribute to our financial operations.Benefits at Gossett Motor...
-
Financial Operations Associate
4 weeks ago
Memphis, Tennessee, United States Gossett Motors Full timeGossett MotorsAs a prominent player in the automotive dealership sector in West Tennessee, we are expanding our portfolio of franchises and are in search of a dedicated and skilled individual to enhance our accounting department.POSITION OVERVIEWWe are actively looking for an EXPERIENCED Accounting Associate to contribute to our financial operations.Benefits...
-
Financial Services Counselor
4 weeks ago
Memphis, Tennessee, United States Baptist Memorial Full timePosition OverviewThe Financial Services Counselor plays a crucial role in ensuring that patients receiving chemotherapy and other medical treatments have their services validated for medical necessity according to insurance policies and established guidelines. This position is responsible for initiating and managing pre-certifications and prior...
-
Customer Service Representative
2 weeks ago
Memphis, Tennessee, United States Raymond James Financial Services Full timeJob SummaryServes as the key interface between Branches and the Home Office in a call center environment. Responsible for reviewing, updating, maintaining, and servicing accounts to protect the Firm, Financial Advisors, and clients by enforcing collection procedures, policies, and protocols.Key ResponsibilitiesReviews and updates account information to...
-
Financial Services Support Professional
3 weeks ago
Memphis, Tennessee, United States First Horizon Bank Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Fixed Income Sales and Trading Specialist to join our team at First Horizon Bank. As a key member of our sales force, you will provide specialized support to our customers and trading departments, ensuring seamless execution and delivery of securities.Key ResponsibilitiesMulti-Tasking and...
-
Financial Services Branch Supervisor
4 weeks ago
Memphis, Tennessee, United States Raymond James Full timeJob Overview: In this role, you will operate under minimal supervision, leveraging your expertise and skills gained through experience and training to oversee team members within designated areas of Private Client Group Services (PCGS). You will lead specific projects or initiatives of moderate complexity and scope, addressing escalated issues and...
-
Financial Counselor
2 weeks ago
Memphis, Tennessee, United States UHS Full time{"title": "Financial Counselor Role Overview", "content": "Financial Counselor Role OverviewLakeside Behavioral Health System is seeking a skilled Financial Counselor to join our team. As a Financial Counselor, you will be responsible for the initial financial collections, balancing customer comfort and ease with the organization's operating needs and...