Client Service Associate
3 days ago
Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our high-quality organization.
Key Responsibilities- Assist in client meeting preparation and follow-up, including assembling paperwork, report generation, appointment scheduling, and post-meeting documentation.
- Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner, ensuring documentation and record-keeping adhere to compliance standards.
- Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance.
- Process, submit, and service all account paperwork/requests, following through to completion using paperless procedures where available.
- Ensure adherence to appropriate client service models and manage multiple and competing priorities on a daily basis in pursuit of business objectives.
- Advanced computer skills (Outlook, Word, Excel, and PowerPoint) are essential.
- Excellent communication skills, both verbally and in writing.
- Strong time management, organizational skills, and ability to work independently and effectively manage multiple tasks at once.
- Ability to build relationships with clients and internal partners and influence others without direct control.
- Bachelor's degree in a business-related field preferred.
- 2+ years of experience in the financial services industry, allowing for a good understanding of broker/dealer operations and financial services products.
- Previous experience in the independent financial services culture.
- Certificates, Licenses, Registration: Series 7 and 65/66 preferred (or ability to obtain).
We take an integrated approach with our clients, custom-tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision.
-
Client Relations Associate
3 weeks ago
Raleigh, North Carolina, United States Wohn-Service-Team Full timePosition OverviewWe are seeking a dedicated Client Relations Associate to join our team at Wohn-Service-Team. This role is pivotal in ensuring exceptional service delivery and client satisfaction.Contract DetailsDuration: Long-term contractWork Arrangement: HybridAbout the CompanyWohn-Service-Team is a reputable organization committed to providing...
-
Client Services Associate
7 days ago
Raleigh, North Carolina, United States Curi Full time{"title": "Client Services Associate", "description": "About the RoleCuri is seeking a highly skilled Client Services Associate to join our team in the Mountain Region. As a key member of our Client Services Department, you will be responsible for delivering exceptional client experiences and driving business growth through strategic partnerships.Key...
-
Client Service Associate
4 days ago
Raleigh, North Carolina, United States TalentLink Solutions Full timeJob Title: Client Service AssociateFirm DescriptionTalentLink Solutions is a family-owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families achieve their financial goals and dreams throughout the accumulation and distribution phases of life. With over 50 years of combined...
-
Client Services Associate
7 days ago
Raleigh, North Carolina, United States proSapient Full time{"title": "Client Services Associate", "description": "Unlock Expert InsightsAt proSapient, we empower our clients to make informed decisions by connecting them with industry experts. As a Client Services Associate, you will play a vital role in this process.Key Responsibilities:Partner with Team Leads to understand client needs and preferences.Proactively...
-
Client Services Associate
1 day ago
Raleigh, North Carolina, United States Medical Mutual Holdings Full timeAbout the RoleWe are seeking a highly skilled and customer-focused professional to join our Client Services Department as a Client Services Associate. In this role, you will be responsible for delivering exceptional client experiences and driving retention strategies for our medical practice clients in the mountain region.Key ResponsibilitiesAct as the...
-
Client Service Associate 2
1 week ago
Raleigh, North Carolina, United States Public Consulting Group Full timeKey ResponsibilitiesAs a Client Service Associate 2 at Public Consulting Group, you will play a vital role in the Medicaid School-Based Services (SBS) program, focusing on the Fee-for-Service (FFS) program. Your primary responsibilities will include managing and maintaining client services, education, associate, business operations, service, project...
-
Client Service Associate
7 days ago
Raleigh, North Carolina, United States Envestnet Full timeAbout the RoleWe are seeking a highly skilled Client Service Associate – Advisor to join our team at Envestnet. As a key member of our Service – Advisor team, you will play a critical role in delivering exceptional support to financial advisors through inbound calls.Your primary responsibility will be to act as a Subject Matter Expert on platform...
-
Laboratory Client Service Associate
3 weeks ago
Raleigh, North Carolina, United States UNC Health Care Full timePosition Title: Laboratory Client Service AssociateJob Overview:Join a dynamic team dedicated to enhancing the health and wellness of the communities we serve. As a Laboratory Client Service Associate, you will play a crucial role in providing exceptional customer service and facilitating laboratory services.Key Responsibilities:Adhere to safety protocols by...
-
Client Service Associate
1 week ago
Raleigh, North Carolina, United States Lee Partners Full timeJob Summary:We are seeking a highly motivated and enthusiastic individual to fill the role of Entry Level Client Representative at Lee Partners. As a Client Representative, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key Responsibilities:Engage with clients through in-person...
-
Associate Client Services Specialist
2 weeks ago
Raleigh, North Carolina, United States S&P Global Full timeAbout the Role:Job Summary:The Associate Client Services Specialist will be part of a dynamic team responsible for all onboarding, data research, and processing functions on the Loan Operations Team. This team primarily supports ClearPar users and their system functionality needs.Key Responsibilities:Support clients and the business with operational duties...
-
Client Service Associate
2 weeks ago
Raleigh, North Carolina, United States Lee Partners Full timeJob OverviewWe are seeking a highly motivated and enthusiastic individual to fill the role of Entry Level Client Representative at Lee Partners. As a key member of our team, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesClient Interaction: Engage with clients through...
-
Client Service Associate 2
2 weeks ago
Raleigh, North Carolina, United States Public Consulting Group Full time**About the Role**As a Client Service Associate 2 at Public Consulting Group, you will be an integral member of our Medicaid School-Based Services (SBS) program. Your focus will be on the Fee-for-Service (FFS) program, where you will be responsible for managing and maintaining client relationships, education, and business operations.**Key...
-
Client Services Associate
1 week ago
Raleigh, North Carolina, United States Curi Full timeAbout CuriCuri is a full-service advisory firm that serves physicians and medical practices. As a fierce physician advocate, smart business leader, and thoughtful partner, Curi's advisory, capital, and insurance offerings deliver valued advice that is grounded in client priorities and elevated by their outcomes.Our MissionWe aim to provide performance that...
-
Client Service Associate 2
2 weeks ago
Raleigh, North Carolina, United States Public Consulting Group Full time**Job Summary**As a Client Service Associate 2 at Public Consulting Group, you will play a vital role in the Medicaid School-Based Services (SBS) program, focusing on the Fee-for-Service (FFS) program. Your responsibilities will include managing and maintaining client relationships, education, associate, business operations, service, project management, and...
-
Client Service Representative
3 weeks ago
Raleigh, North Carolina, United States ATR International Full timeJob Summary:This position provides advanced operational support for a business unit in the execution of daily activities in support of the Client's Go platform. The successful candidate will facilitate processes and associate workflow while ensuring compliance with all applicable regulations and policies.Key Responsibilities:Service: Respond to inbound...
-
Client Service Representative
1 week ago
Raleigh, North Carolina, United States Kestra Financial Independent Advisor Full timeAbout the RoleKestra Financial Independent Advisor is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in the back-office functioning of our firm, ensuring the day-to-day operations run smoothly and efficiently.Key ResponsibilitiesClient Meeting Preparation and Follow-up: Assist...
-
Client Management Associate
3 weeks ago
Raleigh, North Carolina, United States Coleman Research Full timeClient Management Associate at Coleman Research About Us: Coleman Research is a trusted partner for top-tier organizations seeking insights from hard-to-reach experts across various fields. As a subsidiary of VisasQ, the premier expert network in Japan, we operate globally with offices in key cities. Our mission is to "Think Big, Think Global," as we work to...
-
Client Service Associate
1 week ago
Raleigh, North Carolina, United States TalentLink Solutions Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at TalentLink Solutions. As a Client Service Associate, you will play a critical role in supporting our financial planning and investment advisory services.Key ResponsibilitiesProvide exceptional client service by responding to client inquiries,...
-
Client Services Supervisor
3 weeks ago
Raleigh, North Carolina, United States Concord Hospitality Full timeWe are seeking a Client Services Supervisor At Concord Hospitality, we value individuals who are dedicated to delivering exceptional service. As the Client Services Supervisor, you will play a pivotal role in orchestrating a seamless experience for our guests. Your leadership will unite the front desk team, ensuring that our guests receive outstanding...
-
Client Services Associate
1 week ago
Raleigh, North Carolina, United States Curi Full timeAbout CuriCuri is a leading advisory firm that serves physicians and medical practices. As a trusted partner, we deliver valued advice that is grounded in client priorities and elevated by their outcomes.Our MissionWe strive to be fierce physician advocates, smart business leaders, and thoughtful partners. Our advisory, capital, and insurance offerings are...