Client Service Associate
3 weeks ago
About Eaton-Cambridge Inc.
We are a boutique wealth and tax strategy firm dedicated to providing Financial Guidance for a Meaningful Life. Our team specializes in serving business owners and retirees, helping them achieve financial confidence and clarity.
About the Role:
We are seeking a proactive, detail-oriented individual who can uphold the white-glove service standards that define Eaton-Cambridge. Strong time management, sound judgment, and a passion for delivering exceptional client service are critical to success. We want someone who enjoys coming to work each day and shares our enthusiasm for serving clients and our team members with a positive attitude.
Key Responsibilities:
- Assist with client requests, such as opening new accounts, updating contact & account information, move money requests, making deposits/withdrawals, etc.
- Facilitate seamless onboarding by efficiently gathering our new client's personal information, and preparing account opening & transfer paperwork.
- Serve as a liaison between our clients, advisors and the rest of our team, ensuring the team is well informed and working in a coordinated manner on behalf of our clients.
- Execute administrative tasks & projects, both individually and alongside team members.
Requirements:
- Bachelor's degree
- 2+ years of operational experience within financial services (Ideally within an RIA)
Benefits:
- $60,000 - $65,000 / year + bonus (based on firm and individual performance)
- Vacation/holiday pay
- 401(k) with employer match
- Health insurance
Our Hiring Process:
- Based on your resume we will schedule a brief phone interview to ask the first round of screening questions.
- If we feel you're a good fit based on our phone interview, we will have you complete a personality assessment.
- If you are one of our finalists, we'll invite you into the office for a formal interview with a few members of our team.
*NOTE: Due to the confidential nature of our work, you will be required to pass a thorough criminal background check.
-
Client Service Associate
3 weeks ago
Phoenix, Arizona, United States Guidepoint Full timeAt Guidepoint, we're committed to advancing understanding and empowering our clients' decision-making process. Our innovative technology, real-time data, and hard-to-source expertise help our clients turn answers into action.As a Client Service Associate, you'll be part of our Associate Internship Program, a paid, full-time, ten-week program that begins in...
-
Client Service Associate
4 weeks ago
Phoenix, Arizona, United States Guidepoint Full timeOverviewGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. Our innovative technology and expert network provide on-demand intelligence and research solutions.Job SummaryWe are seeking a highly motivated Client Service Associate to join our team. As a key member of our Client Service team, you will work...
-
Client Service Associate
2 weeks ago
Phoenix, Arizona, United States Guidepoint Full timeAbout GuidepointGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. Our innovative technology and vast network of experts deliver on-demand intelligence and research solutions.Job SummaryWe are seeking a highly motivated Client Service Associate to join our team. As a key member of our Client Service team,...
-
Client Services Associate
3 weeks ago
Phoenix, Arizona, United States Sage Counseling Inc Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Services Associate to provide support for admitting clients to SAGE Counseling. The ideal candidate will have strong work ethic, a background in office administration, and bilingual skills in Spanish.This is a Full-Time position with a 90-day in-person training period at our office in...
-
Client Service Associate/Teller
2 months ago
Phoenix, Arizona, United States BankTalent HQ Full timeClient Service Associate/TellerAt BankTalent HQ, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and ongoing employee development. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible...
-
Client Service Associate/Teller
4 weeks ago
Phoenix, Arizona, United States BankTalent HQ Full timeJob Title: Client Service Associate/TellerAt BankTalent HQ, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development.Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best...
-
Client Service Associate/Teller
4 weeks ago
Phoenix, Arizona, United States BankTalent HQ Full timeJob Title: Client Service Associate/TellerAt BankTalent HQ, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and ongoing employee development. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best...
-
Client Service Associate/Teller
4 weeks ago
Phoenix, Arizona, United States BankTalent HQ Full timeJob Title: Client Service Associate/TellerAt BankTalent HQ, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and ongoing employee development.We're looking for a seasoned Part-Time Client Service Associate (Teller) - 20 Hours to join our team in the Carefree branch. If...
-
Client Service Associate/Teller
4 weeks ago
Phoenix, Arizona, United States BankTalent HQ Full timeJob SummaryWe are seeking a highly skilled Client Service Associate/Teller to join our team at BankTalent HQ. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesAccurately process debit and credit transactions in compliance with established policies and...
-
Client Service Associate, Bilingual
4 weeks ago
Phoenix, Arizona, United States Guidepoint Full timeUnlock Your Potential at GuidepointGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. As a Client Service Associate, you will play a vital role in our success by understanding client needs and identifying experts who can provide valuable insights.Key Responsibilities:Develop strategies to satisfy client...
-
Client Services Associate
2 weeks ago
Phoenix, Arizona, United States The Bank of America Corporation Full timeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Our ApproachWe deliver responsible growth through our company values of Client Service, Banking, and Representative roles.Client Service: Providing exceptional customer experiencesBanking: Offering a range of financial products and...
-
Client Service Coordinator
3 weeks ago
Phoenix, Arizona, United States Jewish Family & Children's Service Full time**Job Summary**We are seeking a highly skilled Client Service Coordinator to join our team at Jewish Family & Children's Service. In this role, you will provide exceptional customer service and support to our clients, ensuring a seamless experience from initial inquiry to ongoing care.Key Responsibilities:Assist clients with inquiries and coordinate services...
-
Client Services Manager
4 weeks ago
Phoenix, Arizona, United States Saddle Creek Logistics Services Full timeAbout Saddle Creek Logistics ServicesSaddle Creek Logistics Services is a company that values diversity, friendliness, and respect in its teamwork environment. We strive to make a positive impact in our community and offer our associates opportunities to enhance their skills, build meaningful careers, and feel a sense of accomplishment at the end of each...
-
Client Service Representative
4 weeks ago
Phoenix, Arizona, United States Jackson Hewitt Full timeClient Service AssociateWe are seeking a highly skilled and customer-focused individual to join our team as a Client Service Associate. As a key member of our front office team, you will be responsible for providing exceptional client experiences and ensuring that our clients feel valued and supported.Key Responsibilities:Actively engage with clients to...
-
Client Service Specialist
4 weeks ago
Phoenix, Arizona, United States First Citizens Bank Full timeJob Title: Client Service Specialist IJob Summary: We are seeking a highly skilled Client Service Specialist I to provide exceptional support to our commercial clients. As a key member of our team, you will be responsible for delivering timely and accurate resolutions to client inquiries, ensuring a positive client experience.Key Responsibilities:Provide...
-
Financial Services Client Services Associate
3 weeks ago
Phoenix, Arizona, United States OJM Group Phoenix Full timeJob DescriptionSupport the wealth management team in client and investment management activities, including document preparation and administrative tasks, while maintaining confidentiality and initiative.Duties and Responsibilities:Collaborate with the team to oversee client interactions and manage administrative tasks.Assist with setting up client accounts,...
-
Client Service Representative
4 weeks ago
Phoenix, Arizona, United States Alerus Full timeJob SummaryWe are seeking a highly skilled and customer-focused Client Service Center Associate to join our team at Alerus Financial. As a key member of our Client Service Center, you will be responsible for providing exceptional support to our clients, answering a wide range of inquiries, and resolving issues in a timely and professional manner.Key...
-
Associate Client Manager
4 weeks ago
Phoenix, Arizona, United States NielsenIQ Full timeAbout the RoleWe are seeking a highly skilled Associate Client Manager to join our team at NielsenIQ. As a key member of our client success team, you will be responsible for delivering exceptional client experiences and driving business growth through strategic partnerships.Key ResponsibilitiesPartner with clients to set objectives that drive business impact...
-
Client Service Specialist I
3 weeks ago
Phoenix, Arizona, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly skilled Client Service Specialist I to join our team at First Citizens Bank. As a key member of our commercial banking team, you will be responsible for providing exceptional client support and servicing requests.Key ResponsibilitiesProvide client support for onboarding and servicing requests, including assistance with bank...
-
Client Service Specialist I
3 weeks ago
Phoenix, Arizona, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly skilled Client Service Specialist I to join our team at First Citizens Bank. This hybrid role will require regular work inside and outside of our office, and we are looking for candidates who live within a commutable drivable distance to our Phoenix, AZ, Raleigh, NC, or Cottonwood Heights, UT office.Key...