Client Service Associate
4 weeks ago
RFG Advisory is seeking a highly organized and detail-oriented Client Service Associate to join our team. 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.
Responsibilities- Provide timely and efficient customer service to clients via phone, email, and in-person interactions.
- Assist financial advisors with client onboarding, account maintenance, and other administrative tasks.
- Prepare and maintain accurate client records, including financial documents and account information.
- Collaborate with internal teams to resolve client issues and improve operational efficiency.
- Develop and maintain positive relationships with clients, financial advisors, and internal stakeholders.
- Strong organizational and time management skills.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize multiple tasks.
- Experience in financial services or a related field is preferred.
- Series 7 and/or 65 licenses are a plus.
- A competitive salary range of $60,000-$70,000 DOE.
- A comprehensive benefits package, including health, dental, and vision insurance.
- A 401(k) plan with company match.
- Opportunities for professional growth and development.
RFG Advisory is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees.
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Client Associate
4 weeks ago
St Louis, Missouri, United States Precision Wealth Strategies LLC Full timeJob SummaryPrecision Wealth Strategies LLC is seeking a highly motivated and detail-oriented Client Associate to join our team. As a Client Associate, you will be responsible for managing client relationships, facilitating client meetings, and coordinating actions among the team to achieve client objectives.The ideal candidate will have a strong...
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Client Service Representative
3 weeks ago
St Louis, Missouri, United States Banfield Full timeJob SummaryThe Client Service Coordinator is a vital role at Banfield Pet Hospitals, responsible for delivering exceptional client care and maximizing the productivity of our veterinary medical team.Key ResponsibilitiesClient Service: Provide professional, efficient, and exceptional service to clients, ensuring they feel welcome and comfortable in our...
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Client Services Monitor
4 weeks ago
St Louis, Missouri, United States Archdiocese of St. Louis Full timeJob SummaryThe St. Patrick Center, a ministry of Catholic Charities, is seeking a Client Services Monitor to join their Coordinated Street Outreach (CSO) team. This role involves observing and evaluating daily pedestrian traffic on the St. Patrick Center property, notifying staff of disturbances, and providing a welcoming presence to visitors and clients.Key...
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Client Services Monitor
4 weeks ago
St Louis, Missouri, United States Archdiocese of St. Louis Full timeJob SummaryThe St. Patrick Center, a ministry of Catholic Charities, is seeking a Client Services Monitor to join our Coordinated Street Outreach (CSO) team. As a key member of our team, you will be responsible for observing and evaluating daily pedestrian traffic on our property, ensuring a safe and welcoming environment for all visitors. This role requires...
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Client Services Support Analyst
3 weeks ago
St Louis, Missouri, United States Equifax Full timeClient Service Support AnalystEquifax is seeking a skilled Client Service Support Analyst to partner with our Account Executive organization in resolving client issues, analyzing accounts, and optimizing client services. This role requires strong analytical skills, excellent relationship building abilities, and extensive knowledge of internal business...
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Janitorial Services Associate
3 weeks ago
St Louis, Missouri, United States Kimco Facility Services, LLC Full timeAbout the Role:As a Janitorial Services Associate with Kimco Facility Services, LLC, you will play a vital part in maintaining the cleanliness and organization of our commercial facilities. Our team provides high-quality janitorial services to our clients, and we rely on dedicated employees like you to help us achieve our goals.Key Responsibilities:• Clean...
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Client Reporting Services Specialist
3 weeks ago
St Louis, Missouri, United States Stifel Financial Full timeKey Responsibilities:The Client Report Services Specialist will be responsible for supporting the day-to-day operations and ongoing development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group.Key Deliverables:Assist in the development and maintenance of reporting platformsCollaborate with cross-functional...
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Funeral Services Coordinator
4 weeks ago
St Louis, Missouri, United States Service Corporation International Full timeFuneral Services AssistantAt Service Corporation International, we celebrate lives by providing exceptional support to our associates and clients. As a Funeral Services Assistant, you will play a vital role in ensuring the smooth operation of our funeral home.Key Responsibilities:Prepare for services by delivering and setting up floral arrangements, chairs,...
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St Louis, Missouri, United States OneDigital Full timeFinancial Client Associate Ready for a PromotionAre you a motivated and detail-oriented professional looking to take your career to the next level? Do you have a passion for resolving complex issues and providing top-tier service?We are seeking a Financial Client Associate to join our team at Benjamin F. Edwards. As an Operations Service Case Specialist, you...
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Financial Advisor
2 days ago
St Louis, Missouri, United States Precision Wealth Strategies LLC Full timePrecision Wealth Strategies LLC is a rapidly growing boutique wealth management firm seeking a highly skilled and motivated Financial Advisor - Client Services Specialist to join our team.This role will be responsible for serving as the primary point of contact for a portfolio of clients, providing exceptional customer service, and ensuring seamless...
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Senior Tax Associate, Core Tax Services
4 weeks ago
St Louis, Missouri, United States BDO Full timeJob Summary:The Tax Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers, and working with tax software...
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Travel Nurse RN Position
4 weeks ago
St Louis, Missouri, United States HealthEcareers - Client Full timeHealthEcareers - Client is seeking a skilled Travel Nurse RN to fill a Med Surg position in a dynamic healthcare environment.Job DetailsSpecialty: Med SurgDiscipline: RNDuration: 13 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelThis travel nursing job offers a rewarding opportunity to provide high-quality patient care while enjoying a...
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Cardiac Cath Lab Travel Nurse RN Opportunity
3 weeks ago
St Louis, Missouri, United States HealthEcareers - Client Full timeHealthEcareers - Client is seeking an experienced Cath Lab Registered Nurse (RN) for a travel nursing job in Missouri.Job DetailsSpecialty: Cardiac Cath LabDiscipline: RNDuration: 13 weeks40 hours per weekShift: 8 hours, daysEmployment Type: TravelThis travel job offers a contract duration of 13 weeks and a Day shift. As a Cath Lab travel nurse, you will...
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St Louis, Missouri, United States Charles Schwab Full time**Your Opportunity**As a Global Services Representative, you will provide exceptional client service to international and domestic clients with a full range of financial services and trading needs. You will work in a fast-paced environment to assist with trading stocks, ETFs, mutual funds, and options, as well as general account servicing inquiries. You will...
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Branch Sales and Service Associate
3 weeks ago
St Louis, Missouri, United States PNC Full timeJob ProfilePosition OverviewPNC is committed to delivering exceptional customer experiences. As a Branch Sales and Service Associate in a Universal Branch, you will play a key role in strengthening customer relationships through a defined sales process. Your primary focus will be as a personal banker, engaging customers in sales conversations to identify...
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St Louis, Missouri, United States Charles Schwab Full timeJob SummaryWe are seeking a highly skilled and multilingual Global Services Representative to join our team at Charles Schwab. As a key member of our international client support team, you will be responsible for providing exceptional service to our global clients, including international (non-US residents) and domestic clients, with all their service and...
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Senior Associate, Business Tax Services Expert
4 weeks ago
St Louis, Missouri, United States KPMG Full timeBusiness Title:Senior Associate, Business Tax ServicesRequisition Number:Not SpecifiedFunction:Tax ServicesArea of Interest:Tax ServicesState:MissouriCity:Saint LouisDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with...
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Senior Client Relationship Manager
3 weeks ago
St Louis, Missouri, United States Cigna Full timeJob SummaryThe Senior Client Relationship Manager is responsible for ensuring clients receive superior service and satisfaction. This role is a key member of the core client account team, responsible for overall satisfaction and retention of assigned book of business.Key ResponsibilitiesManages day-to-day client relationships through comprehensive knowledge...
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Tax Professional
23 hours ago
St Louis, Missouri, United States RubinBrown Full timeJoin RubinBrown's Private Client Services TeamRubinBrown is a leading accounting and professional consulting firm founded in 1952. Our firm is renowned for its expertise, integrity, and commitment to value.We are seeking highly motivated and detail-oriented Tax Interns to join our Private Client Services team. As a Tax Intern, you will work closely with...
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Sales Associate
3 weeks ago
St Louis, Missouri, United States Orangetheory Full timeKey Responsibilities:• Greet and welcome members and guests with enthusiasm and knowledge.• Work at the front desk, answering phones and addressing member inquiries.• Provide studio tours and showcase the benefits of Orangetheory.• Sell memberships and promote the studio's services to help drive growth.• Follow up with prospective clients to ensure...