Client Service Associate

2 months ago

Castle Rock, United States Kestra Financial Independent Advisor Full time

Summary

The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship management and administrative account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Advisors.

 

Essential Duties and Responsibilities

  • Supports the advisors of a large book of business including managing client needs regarding service, administrative tasks and insurance underwriting
  • Manage data and plans in financial planning software
  • Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation
  • Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply
  • Deepen client relationships and establish credibility and rapport both in person and via phone
  • Clearly articulate complex concepts to customers in a simple and easy-to-understand manner (non-licensed individuals will not provide advice)
  • Proactively communicating with clients and following up on all contacts assigned
  • Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives
  • Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business nor develop new prospects
  • Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
  • Other duties as assigned

Knowledge, Skills, and/or Abilities

  • Strong understanding of financial services industry and diverse investment products
  • Basic computer skills (Outlook, Word, Excel and Power Point) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management and organizational skills; able 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

Education and/or Experience

  • Bachelor’s degree in finance, accounting or related field
  • The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts
  • Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

  • Series 7 and 63 preferred
  • Series 65/66 preferred

Compensation

  • Compensation is commensurate with experience and qualifications
  • Potential for bonuses
  • Matching 401(k) plan with the potential for profit sharing contributions
  • Company paid group life, disability insurance and health insurance.

  • Client Service Associate Liaison

    4 weeks ago

    Castle Rock, Washington, United States Kestra Financial Independent Advisor Full time

    About Kestra FinancialKestra Financial is a dynamic and innovative firm in the financial services industry.Job Title: Client Service Associate LiaisonWe are seeking a highly skilled and dedicated Client Service Associate Liaison to join our team. This role will be responsible for managing client relationships, providing exceptional customer service, and...

  • Client Service Associate

    2 months ago

    Castle Rock, United States Kestra Financial Independent Advisor Full time

    Summary The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship management and administrative account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on...

  • Insurance Client Relations Specialist

    3 weeks ago

    Castle Rock, Colorado, United States Matt Fitzpatrick - State Farm Agent Full time

    Job SummaryWe are seeking a skilled Insurance Client Relations Specialist to join our team at Matt Fitzpatrick - State Farm Agent. As an Account Associate, you will play a vital role in growing our agency through meaningful client relations and acting as a liaison between customer needs and agency departments.About UsOur company is dedicated to helping...

  • Client Care Coordinator

    1 day ago

    Castle Rock, Washington, United States Sky Cliff Center Full time

    Caregiver/CNA/Driver OpportunityWe are seeking a Client Care Coordinator to join our team at Sky Cliff Center. As a key member of our care staff, you will be responsible for coordinating care services for our clients, ensuring seamless transitions between shifts, and communicating effectively with clients, families, and healthcare...

  • Associate III

    4 weeks ago

    Castle Rock, United States Tapestry, Inc. Full time

    The successful individual will leverage their proficiency in retail to Client & Service Expert: Achieves individual sales goals. Develops strong product knowledge across all categories. Responsible for ensuring exemplary customer service by deliveri Store Manager, Associate, Assistant Manager, Building, Relationship, Development

  • Client Experience Specialist

    3 days ago

    Castle Rock, United States Kestra Financial Independent Advisor Full time

    About the RoleKestra Financial Independent Advisor is seeking a skilled Client Experience Specialist to join our team. In this role, you will be responsible for managing client relationships, handling administrative tasks, and identifying opportunities for sales and asset retention.The ideal candidate will have a strong understanding of the financial...

  • Food Service Associate

    3 weeks ago

    Castle Rock, Washington, United States Space Age Fuel Inc Full time

    Job OverviewAt Space Age Fuel Inc, we are seeking a highly motivated Food Service Associate to join our team. This role is perfect for individuals who enjoy working in a fast-paced environment and take pride in providing exceptional customer service.About the RoleWe are looking for an individual who can prepare deli foods using a fryer and oven. The...

  • Client Support Liaison

    1 week ago

    Castle Rock, Colorado, United States Crash Champions Collision Repair Full time

    Job OverviewAs a Customer Service Representative at Crash Champions Collision Repair, you will have the opportunity to make a real difference in the lives of our clients. We are looking for an individual who is passionate about delivering exceptional customer service and has a keen understanding of the automotive industry.Key Accountabilities:Provide...

  • Temporary Associate

    4 weeks ago

    Castle Rock, United States Tapestry, Inc. Full time

    Visit Our People page to learn more about Tapestry's commitment to equity, inclusion, and diversity The successful individual will leverage their proficiency in retail to Client & Service Expert: Achieves individual sales goals. Develops strong prod Store Manager, Associate, Assistant Manager, Building, Relationship, Development

  • Temporary Associate

    2 weeks ago

    Castle Rock, United States Tapestry, Inc. Full time

    Visit Our People page to learn more about Tapestry's commitment to equity, inclusion, and diversity The successful individual will leverage their proficiency in retail to Client & Service Expert: Achieves individual sales goals. Develops strong prod Store Manager, Associate, Assistant Manager, Building, Relationship, Development Learn More

  • Logistics Delivery Associate

    3 weeks ago

    Castle Rock, United States United Parcel Service Full time

    About the JobWe are seeking a skilled Logistics Delivery Associate to join our team. As a Logistics Delivery Associate, you will be responsible for delivering packages throughout your community under your own steam.What We OfferOur company offers a competitive hourly pay of $23.00, including mileage reimbursement of 0.67 cents per mile. You will also have...

  • Client Experience Advocate

    2 days ago

    Castle Rock, Colorado, United States Nytech Heating Cooling, and Plumbing Full time

    About UsNytech Heating and Cooling is a growing company that prides itself on its commitment to excellence. We believe in creating a positive work environment where employees can grow professionally and personally. As a member of our team, you will have access to competitive compensation, comprehensive benefits, and opportunities for professional...

  • Client Experience Associate

    1 month ago

    Round Rock, United States PaulHood Full time

    ***WE HAVE OPENINGS IN MULTIPLE LOCATIONS HEADING INTO THE TAX SEASON*** -Round Rock, TX -Muskogee, OK -Bartlesville, OK -Kansas City, MO -Sedalia, MO -Mexico, MO About the Role: At PaulHood we are about more than just your taxes. We are a modern, proactive, and personalized CPA firm leveraging technology and decentralized processes to deliver a...

  • Client Experience Associate

    1 month ago

    Round Rock, United States PaulHood Full time

    ***WE HAVE OPENINGS IN MULTIPLE LOCATIONS HEADING INTO THE TAX SEASON***-Round Rock, TX-Muskogee, OK-Bartlesville, OK-Kansas City, MO-Sedalia, MO-Mexico, MOAbout the Role:At PaulHood we are about more than just your taxes. We are a modern, proactive, and personalized CPA firm leveraging technology and decentralized processes to deliver a high-quality client...

  • Client Experience Associate

    1 month ago

    Round Rock, United States PaulHood Full time

    ***WE HAVE OPENINGS IN MULTIPLE LOCATIONS HEADING INTO THE TAX SEASON***-Round Rock, TX-Muskogee, OK-Bartlesville, OK-Kansas City, MO-Sedalia, MO-Mexico, MOAbout the Role:At PaulHood we are about more than just your taxes. We are a modern, proactive, and personalized CPA firm leveraging technology and decentralized processes to deliver a high-quality client...

  • Client Service Associate- Little Rock, AR

    4 weeks ago

    Little Rock, United States Raymond James Financial, Inc. Full time

    **Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

  • Retail Customer Service Associate

    1 week ago

    Castle Rock, Colorado, United States EssilorLuxottica Full time

    Sales Associate PositionWe are looking for a highly skilled and customer-focused Sales Associate to join our team in Colorado. As a Sales Associate, you will play a critical role in delivering sales results and exceeding customer expectations.Key Responsibilities:Consistently meet sales plan and company objectives through proactive relationship-building and...

  • Front Desk Sales Associate for Wellness Center

    3 weeks ago

    Castle Rock, United States Hand & Stone - Englewood Full time

    Job Opportunity at Hand & Stone - EnglewoodWe are seeking a motivated and customer-focused individual to join our team as a Front Desk Sales Associate. This role is perfect for someone who enjoys working in a fast-paced environment, providing exceptional service to clients, and driving sales growth.

  • Client Service Representative

    3 weeks ago

    Round Rock, United States Central Texas Veterinary Specialty & Emergency Hospital- Round Rock Full time

    Description Position at Central Texas Veterinary Specialty & Emergency Hospital- Round Rock Central Texas Veterinary Specialty & Emergency Hospital is looking for a Client Care Representative to Join Their Team in Round Rock! The Client Care Representative plays an integral role in the Advanced Veterinary Care provided by our team. This role goes hand in...

  • Sales and Service Associate

    2 months ago

    Castle Rock, United States 24 Hour Fitness Full time

    **FULL-TIME** Part-time **LOCATION** 5745 New Abbey Lane Castle Rock CO 80108 **Who we are** At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members who are committed to being...