Client Services Associate
3 weeks ago
The Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support the vision, positive culture and team spirit across our firm and clients.
The key role of this position is to engage and support the overall success of many different projects and initiatives and by working side-by-side with our Advisory and Client Services teams. The Client Service Associate focuses on team engagement, client success, and managing assigned projects. This individual enjoys and excels at the day-to-day operations of the firm.
This position requires a proactive approach and an ability to independently carry out the duties of the position. The ideal candidate will exhibit high standards, excellent communication skills, good judgment, and an ability to take initiative, and prioritize daily tasks. The ability to effectively manage time and multi-task with attention to detail is critical to this role. The Client Service Associate must be confident about decision-making under uncertainty and under extreme time pressure.
ESSENTIAL RESPONSIBILITIES
Client and Firm Engagement
- Provide administrative support as needed: answers calls, manages contacts, manages schedules, produces reports, and creates presentation materials.
- Maintain and retain office files consistent with firm/professional policies and requirements.
- Support marketing and client events as requested including newsletters, blogs, social, website, communications, office events, etc.
- Conduct other administrative related tasks and projects as needed.
- Sends paperwork to clients using the electronic signature system while adhering to the custodians’ compliance rules pertaining to electronic signatures.
- Quality check and submit custodial items for processing. Supports Compliance to maintain an effective and robust investment advisory compliance program.
- Conducts certain compliance program tests.
- Performs other compliance related tasks and projects as assigned.
Advisory
- Engage and support weekly prep for client meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings.
- Support client onboarding requirements for financial planning and investment management applications.
- Prepare and produce back-office support demands for basic client account requests.
- Support back-office initiatives and/or core projects that support Advisory teams.
- Gather and prepare necessary information for advisory meetings with clients.
III. POSITION SPECIFICATIONS
Experience and Education:
- Bachelor’s degree.
- Pursuit of Financial Paraplanner Qualified Professional (FPQP) Certification preferred.
- 0-4 years of experience in a financial services firm with an emphasis in either client services and/or operations.
- Leadership experience demonstrated through reporting structure or special projects.
- Experience with investments and financial planning applications preferred.
- Experience working with various custodial platforms preferred.
Skills and Knowledge:
- Excellent communication skills. (verbal, written and listening)
- General tech stack proficiency.
- Knowledge of RIA operations, regulations, compliance, and oversight.
- Demonstrates personal integrity, honesty and can deal with confidential information daily.
- Ability to handle stress in an ever-changing investment market.
- Excellent time management and strong organizational skills.
- Ability to prioritize multiple tasks and anticipate potential problems.
-
Client Services Associate
3 weeks ago
Chapel Hill, United States Hilltop Wealth Advisors, LLC Full timeI. MISSIONThe Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support the vision, positive culture and team spirit across our firm and clients. The key role of this position is to...
-
Client Services Associate
1 month ago
Chapel Hill, United States Hilltop Wealth Advisors, LLC Full timeJob DescriptionJob DescriptionI. MISSIONThe Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support the vision, positive culture and team spirit across our firm and clients. The...
-
Client Service Associate
3 weeks ago
Chapel Hill, United States BCI - Brokerage Consultants Inc. Full timeIndependent fee-only investment advisory firm seeks CSA to support Advisory and Client Services teams, focusing on team engagement/client success, with the full scope of the role including day-to-day operations, communications, investment management, compliance, and technology.Responsibilities:Answer calls, manage contacts/schedules/expenses; produce reports...
-
Franklin Street Partners Client Service Associate
16 hours ago
Chapel Hill, United States Fifth Third Full timeMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Acts as primary contact for clients for administrative & support matters and a variety of client-specific activities. The role is responsible and accountable for risk by...
-
Chapel Hill, United States Fifth Third Full timeMake banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Acts as primary contact for clients for administrative & support matters and a variety of client-specific activities. The role is responsible and accountable for risk by...
-
Chapel Hill, United States Fifth Third Full timeMake banking a Fifth Third better®We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION: Acts as primary contact for clients for administrative & support matters and a variety of client-specific activities.The role is responsible and accountable for risk by...
-
Client Service Associate
1 month ago
Spring Hill, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full timeJob Description:We are currently seeking a skilled and client-focused Financial Client Service Associate to join our team. The ideal candidate will have a passion for delivering exceptional service, strong communication skills, and a background in finance or related fields. As a Financial Client Service Associate, you will play a critical role in supporting...
-
Client Service Associate
1 month ago
Spring Hill, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full timeJob Description:We are currently seeking a skilled and client-focused Financial Client Service Associate to join our team. The ideal candidate will have a passion for delivering exceptional service, strong communication skills, and a background in finance or related fields. As a Financial Client Service Associate, you will play a critical role in supporting...
-
Sales & Customer Service Associate
2 weeks ago
Chapel Hill, United States Massage Envy Full timeOverview: Where Better Careers Begin! Do you have a passion for helping others? At the Massage Envy Chapel Hill franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent experience and growing our member base to help more people on their wellness...
-
Client Senior Accountant
5 days ago
Chapel Hill, United States Blackman & Sloop, CPAs, P.A. Full timePosition Summary Blackman & Sloop CPAs, a strong local firm with a positive culture and growing business is currently seeking a Client Senior Accountant for a challenging, flexible and rewarding position working with clients in a variety of different industries such as Non-Profit, Small Business, Construction, Manufacturing, Medical, Real Estate, Retail,...
-
Client Senior Accountant
1 week ago
Chapel Hill, United States Blackman & Sloop, CPAs, P.A. Full timePosition Summary Blackman & Sloop Advisors, a strong local firm with a positive culture and growing business is currently seeking a Client Senior Accountant for a challenging, flexible and rewarding position working with clients in a variety of different industries such as Non-Profit, Small Business, Construction, Manufacturing, Medical, Real Estate,...
-
Client Senior Accountant
6 days ago
Chapel Hill, United States Blackman & Sloop, CPAs, P.A. Full timePosition Summary Blackman & Sloop Advisors, a strong local firm with a positive culture and growing business is currently seeking a Client Senior Accountant for a challenging, flexible and rewarding position working with clients in a variety of different industries such as Non-Profit, Small Business, Construction, Manufacturing, Medical, Real Estate,...
-
Client Senior Accountant
6 days ago
Chapel Hill, United States Blackman & Sloop, CPAs, P.A. Full timePosition Summary Blackman & Sloop Advisors, a strong local firm with a positive culture and growing business is currently seeking a Client Senior Accountant for a challenging, flexible and rewarding position working with clients in a variety of different industries such as Non-Profit, Small Business, Construction, Manufacturing, Medical, Real Estate,...
-
Client Service Representative
2 weeks ago
Spring Hill, United States Banfield Full timeThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clien Client Service, Representative, Service, Skills, Hospital, Client, Animal Care, Retail
-
Associate Director Children's Services
5 days ago
Chapel Hill, United States UNC Medical Center Full timeResponsible for assisting the Director of Pediatric Services for UNC Hospitals through daily and long-term oversight of department activities. Provides management direction to designated department leadership and staff members. Assist the Director in Director, Department Leader, Associate, Leadership, Children, Service, Retail, Healthcare
-
Associate Financial Advisor
3 days ago
Chapel Hill, United States Robert W. Baird & Company, Inc. Full timeOperate within the teams client service and wealth management strategy to ensure high quality client service. Engage the client/prospect, frame the discussion, and convey the team mission to better position the Advisor for additional business opport Financial Advisor, Associate, Advisor, Financial Planning, Financial, Client Service, Banking
-
Assistant Client Manager
2 days ago
Chapel Hill, United States Coronis Health Full timeJob DescriptionJob DescriptionJob title Assistant Client Manager Reports to Client Manager Classification Hourly, Non-Exempt Salary: $18.00 - $20.00 per hour* Starting pay varies based on location and experience, in compliance with specific state wage regulations. Competitive rates tailored to your geography and expertise.Job purpose As a member of the...
-
Client Services Manager
14 hours ago
Cherry Hill, United States BAYADA Home Health Care Full timeBAYADA Home Health Care has an immediate opening for a **Client Services Manager** in our **Cherry Hill, NJ Office** . If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with compassion,...
-
Sales Associate
19 hours ago
Chapel Hill, United States J.McLaughlin Full timeWhy J.McLaughlin? J.McLaughlin was founded in 1977 by brothers Kevin and Jay McLaughlin with a mission to create an American Sportswear brand that offered two key components: classic clothing with current relevance and a retail environment that has a neighborhood feel. The J.McLaughlin brand has always been more about style than fashion: straightforward,...
-
Audit Associate
1 week ago
Chapel Hill, United States Blackman & Sloop, CPAs, P.A. Full timeAudit Associate -HYBRID/IN OFFICE Blackman & Sloop Advisors, a strong local firm with a positive culture and growing business seeks Audit Associate for a challenging and rewarding position working with clients in a variety of different industries such as Non-Profit, Small Business, Construction, Real Estate, Retail, Education and more. The ideal candidate...