Senior Client Service Associate
21 hours ago
At Signature Estate & Investment Advisors, LLC, we are seeking a highly skilled and experienced Senior Client Service Associate to join our Advisory Team. This is a critical role that requires a strong understanding of client needs and a passion for delivering exceptional service.
Key Responsibilities:
- Provide exceptional client service and support to our Business Clients and Retail Wealth Clients
- Assist with new business development, including tracking statistics and opening new accounts
- Organize and manage portfolio reviews, prospect or closing meetings for clients
- Perform account maintenance tasks, including opening new accounts, following through on transactions, and addressing client changes
- Prepare client reports, letters, and other communications
- Proactively resolve client inquiries and provide direct client contact
- Schedule client meetings and participate in weekly staff and operations meetings
- Troubleshoot problems and take initiative to streamline processes
- Document tasks for the Operations Procedure Manual
- Develop effective working relationships with colleagues and external clients
Requirements:
- Bachelor's Degree from a four-year college or university
- Minimum 1 year of experience in a related field, preferably in the financial services industry
- Ability to obtain SIE and Series 7 licenses within 12 months of start date
- Proficiency in computer software, including Excel, Order Processing Systems, Word, Outlook, PowerPoint, and CRM software
Competencies:
- Diversity and inclusion
- Ethics and integrity
- Adaptability and flexibility
- Analytical and problem-solving skills
- Business acumen and customer service skills
- Initiative and teamwork
- Technical skills and written communication
About Us:
Signature Estate & Investment Advisors, LLC is a leading provider of investment and estate planning services. We are committed to delivering exceptional client service and building long-term relationships with our clients.
-
Client Service Associate
1 week ago
Cleveland, Ohio, United States Cerity Partners Full time{"h1": "Client Service Associate", "p": "At Cerity Partners, we're seeking a highly skilled Client Service Associate to join our Wealth Management team in Cleveland. As a key member of our team, you'll play a vital role in supporting our client-facing team with various activities, including client onboarding, paperwork preparation, and relationship...
-
Client Service Associate
1 week ago
Cleveland, Ohio, United States Cerity Partners Full timeJoin Our Wealth Management TeamCerity Partners is a leading national registered wealth management and institutional consulting firm seeking a highly motivated and detail-oriented Client Service Associate to support our Cleveland office. As a key member of our team, you will play a critical role in delivering exceptional client experiences and supporting our...
-
Client Service Associate
1 week ago
Cleveland, Ohio, United States PNC Bank NA Full timeJob SummaryWe are seeking a highly skilled Client Service Associate to join our team at PNC Bank NA. As a key member of our client service team, you will be responsible for providing exceptional sales, service, and execution support for new and ongoing client relationships.Key ResponsibilitiesProvide sales, service, and execution support for new and ongoing...
-
Client Service Associate
4 days ago
Cleveland, Ohio, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Client Service Associate to join our Private Bank organization. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients and advisors.Key Responsibilities:Initiate and complete client servicing and administrative requests...
-
Client Service Associate
3 days ago
Cleveland, Ohio, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Client Service Associate to join our Private Bank organization. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients and advisors.Key Responsibilities:Initiate and complete client servicing and administrative requests...
-
Client Service Associate
6 days ago
Cleveland, Ohio, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled Client Service Associate to join our Private Bank organization. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesInitiate and complete activities across all PNC Private Bank products and...
-
Client Service Associate
1 week ago
Cleveland, Ohio, United States Blueline Search Group Full time{"title": "Client Service Associate", "description": "Job Description:At Blueline Search Group, we are seeking a highly organized and client-focused Client Service Associate to support our top-performing team. The ideal candidate will possess a keen attention to detail, strong communication skills, and the ability to manage multiple tasks efficiently.Key...
-
Client Relations Associate
2 weeks ago
Cleveland, Ohio, United States Elite Vision Solutions Full time**About Elite Vision Solutions**We are a dynamic and forward-thinking company that values our partnerships with clients and shares their vision of growth. Our success in creating long-lasting and promising business relationships is due to our dedicated Client Relations and Customer Service Team.**Our Team's Mission**We strive to provide our clients with...
-
Client Relations Associate
2 weeks ago
Cleveland, Ohio, United States Elite Vision Solutions Full timeJob OverviewAt Elite Vision Solutions, we value our strategic partnerships and share our clients' vision of growth. Our success in creating these long-lasting, mutually beneficial business relationships is due to our dedicated Client Relations and Business Development Team. Their tireless efforts in providing our clients with exceptional customer service...
-
Senior Client Executive
1 week ago
Cleveland, Ohio, United States OMJ|CC Full time{"Job Title": "Senior Client Executive", "Job Summary": "We are seeking a highly skilled Senior Client Executive to join our team at Ohio Means Jobs Cleveland Cuyahoga County. As a key member of our client services team, you will be responsible for retaining existing business and growing our assigned group of accounts.In this leadership role, you will...
-
Senior Client Executive
2 days ago
Cleveland, Ohio, United States OMJ|CC Full timeJob Title: Senior Client ExecutiveOhio Means Jobs Cleveland Cuyahoga County is seeking a highly skilled Senior Client Executive to join our team. As a key member of our organization, you will be responsible for retaining existing business and growing assigned accounts.Job Purpose:In a leadership role, you will collaborate with client teams to deliver...
-
Senior Client Manager
1 week ago
Cleveland, Ohio, United States OpenText Full timeAbout the RoleAs a Senior Client Manager in OpenText's Professional Services team, you will play a critical role in driving revenue growth and delivering exceptional customer experiences. You will be responsible for managing client relationships, developing solutions, and leading cross-functional teams to deliver business outcomes.Key ResponsibilitiesDevelop...
-
Senior Client Manager
3 days ago
Cleveland, Ohio, United States OpenText Full timeAbout the RoleWe are seeking a highly skilled Senior Client Manager to join our Professional Services team in the North America West Region. As a key member of our team, you will be responsible for delivering business solutions to our clients, managing long-lasting relationships, and driving revenue growth.Key ResponsibilitiesDevelop and implement solutions...
-
Client Service Associate
1 week ago
Cleveland, Ohio, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional customer service and support to our clients, while also driving business growth and development.Key Responsibilities:Client Service: Serve as the primary point of...
-
Client Service Associate
3 weeks ago
Cleveland, Ohio, United States PNC Bank NA Full timeJob SummaryPNC Bank NA is seeking a skilled Client Service Associate to support client relationships and provide exceptional service. As a key member of our team, you will be responsible for delivering sales, service, and execution support to clients, ensuring their needs are met and exceeded.Key ResponsibilitiesProvide sales, service, and execution support...
-
Senior Client Manager
7 days ago
Cleveland, Ohio, United States OpenText Full timeAbout the RoleAs a Senior Client Manager in OpenText's Professional Services team, you will play a critical role in driving revenue growth and delivering exceptional customer experiences. You will be responsible for managing client relationships, developing solutions, and leading cross-functional teams to deliver business outcomes.Key ResponsibilitiesDevelop...
-
Senior Client Manager
2 weeks ago
Cleveland, Ohio, United States OpenText Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Client Manager to join our Professional Services team at OpenText. As a key member of our team, you will be responsible for managing client relationships, developing solutions, and driving revenue growth.Key ResponsibilitiesDevelop and implement sales strategies to drive revenue growth and...
-
Senior Client Manager
2 weeks ago
Cleveland, Ohio, United States Oswald Companies Full timeAbout Oswald CompaniesOswald Companies is a 129-year-old, independent, employee-owned company that creates a world of protection around the lives and businesses of our clients. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path.Job SummaryWe are seeking a highly motivated and experienced Senior...
-
Client Services Associate
3 weeks ago
Cleveland, Ohio, United States Javitch Block LLC Full timeAt Javitch Block LLC, we pride ourselves on assisting clients in navigating their business conflicts with efficiency and cost-effectiveness. Our firm is recognized for its blend of corporate expertise and approachable service. Key Responsibilities:Acting as a primary contact between our team and our clientele.Managing communications related to client files...
-
Senior Associate Attorney
1 week ago
Cleveland, Ohio, United States AMS Staffing Inc. Full timeJob Title: Senior Associate AttorneyJob Summary:We are seeking a highly skilled Senior Associate Attorney to join our prestigious medical malpractice group at AMS Staffing Inc. This is an excellent opportunity for a talented attorney to work on high-profile cases and contribute to the success of our team.Key Responsibilities:Handle a diverse caseload...