Financial Services Associate
1 week ago
International Search Consultants is seeking a highly skilled Client Service Associate to join their team in Delaware. The ideal candidate will have a strong background in financial services and excellent communication skills.
Key Responsibilities- Partner with Wealth Advisors to service Ultra-High Net Worth Clients.
- Interact with the Firm's centralized Operations teams to ensure client requests are processed correctly.
- Manage cash and security movements, including deposits, withdrawals, gifting, wires, and journals.
- Prepare new account paperwork, contracts, and subscription agreements.
- Assist with presentations and proposals using PowerPoint and Excel.
- Analyze and review billing for accuracy.
- Prepare performance reports.
- Continually monitor and update Client database and portfolio/account management applications.
- Bachelor's Degree in Finance or Business.
- Minimum of 3 years of UHNW client servicing experience.
- Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint.
- Self-motivated and highly detail-oriented individual with a desire to learn and grow professionally.
- Collaborative and dedicated team.
- Excellent growth potential.
- Competitive base salary.
- Benefits at an extremely low cost to the employee and their family.
- Annual bonus.
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Financial Services Associate
4 weeks ago
Wilmington, North Carolina, United States Truist Financial Corporation Full timeFinancial Services Job Description **Job Summary:** We are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our team at Truist Financial Corporation. As a key member of our Financial Services team, you will be responsible for providing exceptional support to our Financial Advisors, ensuring seamless day-to-day...
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Financial Services Representative
3 weeks ago
Wilmington, North Carolina, United States Wells Fargo Full timeJob SummaryWe are seeking a highly skilled and motivated individual to join our team as a Registered Client Associate. In this role, you will provide exceptional service to clients via telephone, direct interaction, and written correspondence, while assisting Financial Advisors with sales, service, and operational activities.Key ResponsibilitiesProvide...
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Financial Services Coordinator
4 weeks ago
Wilmington, North Carolina, United States Pathfinder Wealth Consulting Full timeClient Services AssociatePathfinder Wealth Consulting, a leading wealth management firm, is seeking a highly skilled Client Services Associate to join our team. As a key member of our team, you will play a vital role in delivering exceptional client experiences and supporting our growth.Key Responsibilities:Onboard and maintain client accounts, ensuring...
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Financial Services Operations Assistant
2 weeks ago
Wilmington, North Carolina, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Services Operations Assistant to join our team at First Citizens Bank. As a key member of our operations team, you will provide exceptional support to our financial planning associates and clients, ensuring efficient daily operations and high service standards.Key...
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Financial Services Coordinator
4 weeks ago
Wilmington, North Carolina, United States Pathfinder Wealth Consulting Full time{"title": "Client Services Associate", "description": "Pathfinder Wealth Consulting: A Leader in Comprehensive Financial PlanningWe are seeking a highly skilled and motivated Client Services Associate to join our team at Pathfinder Wealth Consulting, a fast-growing wealth management firm. As a key member of our team, you will play a critical role in...
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Financial Services Operations Assistant
3 weeks ago
Wilmington, North Carolina, United States First Citizens Bank Full timeJob SummaryThis role provides operational and trading support to financial planning associates and clients. The ideal candidate will ensure efficient daily operations, answer client inquiries, and maintain knowledge of the Bank's policies and systems.Key ResponsibilitiesOperations Support: Address client service questions, research and resolve issues, and...
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Financial Services Coordinator
3 weeks ago
Wilmington, North Carolina, United States Pathfinder Wealth Consulting Full timeClient Services AssociatePathfinder Wealth Consulting, a leading wealth management firm, is seeking a highly skilled Client Services Associate to join our team. As a key member of our client services team, you will play a critical role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Onboard and maintain client...
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Financial Services Coordinator
4 weeks ago
Wilmington, North Carolina, United States Pathfinder Wealth Consulting Full timeClient Services AssociatePathfinder Wealth Consulting, a leading wealth management firm, is seeking a highly skilled Client Services Associate to join our team. As a key member of our team, you will play a vital role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Onboard and maintain client accounts, ensuring...
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Financial Services Professional
3 days ago
Wilmington, North Carolina, United States Atria Wealth Solutions Full timeJob OpportunityCUSO Financial Services, LP is seeking a skilled Financial Advisor to provide investment services for members of Northern Credit Union in the North Country NY area.As a Financial Advisor, you will be responsible for identifying and evaluating customer needs, developing investment strategies, and staying current on market conditions and...
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Financial Services Specialist
3 weeks ago
Wilmington, North Carolina, United States Bankers Life Full timeUnlock Your Potential as a Financial Services ProfessionalAt Bankers Life, we're committed to helping ambitious individuals like you grow their careers in the financial services industry. As a Financial Services Professional, you'll have the opportunity to build a client base, gain expertise through training, and guide clients through important financial...
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Financial Services Representative
2 weeks ago
Wilmington, North Carolina, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing personalized financial solutions and exceptional customer...
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Financial Services Specialist
4 weeks ago
Wilmington, North Carolina, United States Bankers Life Full timeUnlock Your Potential as a Financial Services ProfessionalAt Bankers Life, we're seeking driven individuals to join our team of Insurance Agents and Financial Representatives. If you're passionate about helping others achieve their financial goals, enjoy building relationships, and are eager to advance your career, we'd love to hear from you.Our...
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Financial Services Representative
3 days ago
Wilmington, North Carolina, United States Western & Southern Life Full timeJob Title: Financial RepresentativeJob Summary: We are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will be responsible for meeting the financial needs of our middle-income clients by providing risk protection, financial security, and wealth creation...
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Financial Services Representative
1 month ago
Wilmington, North Carolina, United States Western & Southern Life Full timeJob SummaryWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at Western & Southern Life. As a Financial Services Representative, you will play a critical role in meeting the financial needs of our clients by providing expert advice and guidance on insurance and investment solutions.Key...
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Financial Services Representative
4 weeks ago
Wilmington, North Carolina, United States Western & Southern Life Full timeJob Title: Financial RepresentativeJob Summary:The Financial Representative is a key role at Western & Southern Life, responsible for meeting the financial needs of middle-income clients. This involves educating clients, analyzing their needs, and recommending tailored solutions in an ethical and client-focused manner.Responsibilities:Market Development:...
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Financial Services Navigator
2 months ago
Wilmington, North Carolina, United States Novant Health Full timePosition Overview:The primary responsibility of our team members is to provide an exceptional patient experience across all interactions. At Novant Health, we prioritize respect and compassion in our workplace. We celebrate our diverse strengths and promote an inclusive environment that empowers and inspires our team members. Utilizing Novant Health's safety...
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Financial Services Career Professional
2 weeks ago
Wilmington, North Carolina, United States New York Life Full timeUnlock Your Potential as a Financial Services ProfessionalAre you looking for a challenging and rewarding career in financial services? Do you want to develop your skills and knowledge to succeed in a dynamic and fast-paced industry? At New York Life, we offer a unique opportunity for motivated individuals to join our team as a Financial Services...
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Client Services Associate
4 weeks ago
Wilmington, North Carolina, United States Pathfinder Wealth Consulting Full timeClient Services AssociatePathfinder Wealth Consulting, a leading wealth management firm, is seeking a highly skilled Client Services Associate to join our team. As a key member of our team, you will play a vital role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Onboard and maintain client accounts, ensuring...
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Financial Services Audit Senior
2 weeks ago
Wilmington, North Carolina, United States Withum Full timeJoin Our Team as a Financial Services Audit SeniorWe are seeking a highly skilled and experienced Financial Services Audit Senior to join our team at Withum. As a key member of our audit team, you will be responsible for leading the planning and execution of audits, reviews, and compilations for a variety of clients in the financial services industry.Key...
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Insurance and Financial Services Professional
3 weeks ago
Wilmington, North Carolina, United States Jaymi Wessell - State Farm Agent Full timeJob DescriptionAs a State Farm Agent Team Member, you will play a vital role in helping our business grow through value-based conversations and remarkable customer experiences. We seek a motivated and self-starting professional who thrives in a fast-paced environment and is interested in helping our customers manage the risks of everyday life, recover from...