Client Service Associate
4 days ago
The Client Service Associate is a key member of our team, providing administrative support to our financial advisors. This role is responsible for maintaining the advisor's practice and delivering exceptional results for their clients.
Responsibilities- Client Support: Provide exceptional customer service to clients, responding to inquiries and resolving issues in a timely and professional manner.
- Administrative Support: Assist advisors with daily, monthly, and annual tasks, including client management, account maintenance, and data entry.
- Communication: Develop and maintain strong relationships with advisors, clients, and internal teams, ensuring seamless communication and collaboration.
- Process Improvement: Identify opportunities to improve processes and procedures, implementing changes to increase efficiency and effectiveness.
- Training and Development: Participate in ongoing training and development to stay up-to-date on industry trends, products, and services.
- Education: High school diploma or equivalent required; associate's or bachelor's degree preferred.
- Experience: 1-2 years of experience in a customer-facing role, preferably in the financial services industry.
- Skills: Excellent communication and interpersonal skills, with the ability to work in a fast-paced environment and prioritize multiple tasks.
- Technical Skills: Proficient in Microsoft Office, with experience in CRM software and other financial industry tools.
LPL Financial Holdings, Inc. is a leading provider of financial services, offering a comprehensive platform of proprietary technology, brokerage, and investment advisor services. We are committed to supporting our advisors and clients, providing a work environment that encourages growth and development.
-
Brokerage Client Service Associate
4 days ago
Greensboro, NC, USA, United States Truist Full timeAbout the Role:We are seeking a highly skilled and motivated Client Service Associate to join our team at Truist. As a Client Service Associate, you will play a critical role in providing exceptional support to our Financial Advisors and clients.Key Responsibilities:Assist Financial Advisors in servicing clients, including preparing financial plans,...
-
Client Services Associate
2 weeks ago
Greensboro, United States Cone Health Full timeClient Services AssociatePosition OverviewThe Client Services Associate plays a crucial role in ensuring member satisfaction and operational efficiency within the organization. This position involves managing financial transactions and fostering relationships with both existing and prospective members.Key ResponsibilitiesEffectively manages a cash drawer and...
-
Client Service Associate
2 months ago
Greensboro, United States LPL Financial Full timeJob Overview: The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong...
-
Client Service Associate
1 week ago
Greensboro, North Carolina, United States LPL Financial Full time**Job Overview:**The primary role of the Client Service Associate (CSA) at LPL Financial is to provide administrative support to an advisor or team of advisors, including daily, monthly, and annual tasks. The CSA helps the advisor maintain their practice and deliver positive results for the advisor's clients.**Key Responsibilities:**Provide exceptional...
-
Greensboro, NC, USA, United States Truist Full timeJob SummaryWe are seeking a highly skilled and customer-focused Premier Client and Branch Service Representative to join our team at Truist. As a key member of our client service team, you will be responsible for delivering exceptional service to our clients, addressing their concerns, and providing solutions to meet their banking needs.Key...
-
Care Center Team Leader
4 days ago
Greensboro, NC, USA, United States Truist Full timeJob SummaryWe are seeking a highly motivated and experienced Care Center Team Leader to join our team at Truist. As a Care Center Team Leader, you will be responsible for fostering an environment that delivers exceptional client service and drives revenue growth.Key ResponsibilitiesLead with Purpose: Lead with Truist's Purpose, Mission, and Values to deliver...
-
Client Service Associate in Brokerage
2 weeks ago
Greensboro, United States Truist Financial Corporation Full timePosition OverviewThis role is integral to the operations of our financial advisory team, focusing on delivering exceptional client service and support.Key ResponsibilitiesProvide comprehensive administrative assistance to Financial Advisors.Facilitate operational tasks to enhance business efficiency.Support business development initiatives to foster client...
-
Client Services Associate
4 days ago
Washington, DC, USA, United States DSPolitical Full timeJob DescriptionJob Summary:We are seeking a highly motivated and detail-oriented Client Services Associate to join our team at DSPolitical. As a Client Services Associate, you will play a critical role in assisting with the trafficking of campaigns to our Programmatic Trading team, preparing and producing reports, and providing exceptional client...
-
Client Services Associate
4 days ago
Miami, FL , USA, United States Citigroup Inc Full timeJob SummaryThe Client Services Associate is a key role within Citigroup Inc, responsible for providing exceptional support to clients and stakeholders in the financial services industry. This position requires a strong understanding of financial markets, products, and services, as well as excellent communication and organizational skills.Key...
-
Client Service Associate
3 days ago
St. Louis, MO, USA, United States BUCKINGHAM STRATEGIC WEALTH LLC Full timeJob SummaryBuckingham Strategic Wealth LLC 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 support to our clients and internal teams.Key ResponsibilitiesClient Support: Provide timely and accurate delivery of client requests, ensuring seamless...
-
Service Associate
4 days ago
Greensboro, NC, USA, United States Truist Full timeJob SummaryWe are seeking a highly organized and detail-oriented Service Associate to join our team in the mailroom. As a key member of our support team, you will be responsible for ensuring the smooth operation of our mailroom functions, providing exceptional customer service, and maintaining a high level of productivity.Key ResponsibilitiesMonitor and...
-
Service Associate
4 days ago
Greensboro, NC, USA, United States Truist Full timeJob SummaryWe are seeking a highly organized and detail-oriented Service Associate to join our team in the mailroom. As a key member of our support team, you will be responsible for ensuring the smooth operation of our mailroom functions, providing exceptional customer service, and maintaining a high level of productivity.Key ResponsibilitiesMonitor and...
-
Client Service Representative
3 weeks ago
Greensboro, United States Sonic Anatomic Pathology Full timeJob Functions, Duties, Responsibilities and Position Qualifications: Quality is in our DNA -- is it in yours? You are a superhero when it comes to patient specimens. Youve got problem-solving instincts, a passion for patient care, and the drive to keep things running smoothly. Youre also looking for great benefits, the support of an all-star team, and an...
-
Client Service Representative
2 weeks ago
Greensboro, United States Sonic Anatomic Pathology Full timeJob Functions, Duties, Responsibilities and Position Qualifications:Quality is in our DNA -- is it in yours?You are a superhero when it comes to patient specimens. You’ve got problem-solving instincts, a passion for patient care, and the drive to keep things running smoothly. You’re also looking for great benefits, the support of an all-star team, and an...
-
Client Service Specialist
3 weeks ago
Greensboro, United States Truist Financial Corporation Full timePartner with both the Sales Center and Remarketing areas to ensure quality service is delivered at a support level. Remain knowledgeable of coverages and manage the expectation of the client (both internal and external). Maintain rapport with clients Client Service, Specialist, Service, Client, Retail, Banking
-
Client Service Representative
2 months ago
Greensboro, United States Mission Wealth Full timeJob DescriptionJob DescriptionAs a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a dynamic Client Services Representative to join our high-performing Operations department. This is an opportunity to work a hybrid schedule AND elevate...
-
Client Service Representative
2 days ago
Greensboro, United States Sonic Healthcare USA, Inc. Full timeJoin Our Team at Sonic Healthcare USA, Inc.About the Role:We are seeking a highly skilled and dedicated Client Service Representative to join our team at Sonic Healthcare USA, Inc. As a key member of our client service team, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.Key...
-
Food Service Associate
4 days ago
Greensboro, NC, USA, United States Compass Group USA Inc Full timeJob SummaryWe are seeking a skilled Food Service Worker to join our team at Compass Group USA Inc. As a Food Service Worker, you will be responsible for preparing, presenting, and serving food to our customers.Key Responsibilities:Food Preparation: Performs prep work such as washing, peeling, cutting, and seeding fruits and vegetables.Food Presentation:...
-
Client Service Representative
5 days ago
Greensboro, United States Sonic Healthcare USA, Inc. Full timeJoin Our Team at Sonic Healthcare USA, Inc.About the Role:We are seeking a highly skilled and dedicated Client Service Representative to join our team at Sonic Healthcare USA, Inc. As a key member of our team, you will be responsible for providing exceptional patient care and ensuring the smooth operation of our client services.Key Responsibilities:Provide...
-
Account Associate Client Services Specialist
7 days ago
Washington, DC , USA, United States DCI Group Full timeJob Opportunity at DCI GroupWe are seeking a highly skilled and motivated individual to join our team as an Account Associate Client Services Specialist. This role will be responsible for providing exceptional client service and support to our clients.Key Responsibilities:Drafting and Delivering Content: Develop and deliver high-quality content to internal...