Client Services Associate

1 month ago

Columbia, United States FIG Talent Solutions Full time

Client and Operations Associate

The Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team, and Carriers. They are the point of contact for Clients, and a liaison between Client and Advisor relations.

DUTIES AND RESPONSIBILITES

-Support Advisor in serving clients.

-Maintain the Advisor's calendar at all times.

-Book all appointments for the Advisor.

-Scrub the files after all appointments are completed by the Advisor.

-Oversee and manage all follow up with the Advisor, paraplanner, and/or clients for the next steps.

-Prepare for upcoming client appointments.

-Work with the paraplanner to have all file prep ready in a timely and thorough manner.

-Ensure that all files are complete and accurate for client meetings.

-Provide exceptional client care while receiving and responding to client requests.

-Open new client accounts, process account applications, and manage monetary transfers.

-Receive and respond to client service requests each day, and in a timely manner.

-Maintain client and document files both in hard copy and electronically, as defined by company policies.

-Produce weekly reporting to the Advisor, and to the supervisor as needed.

-Participate in Operational meetings to help with systems and to educate team about clients

with open communication.

-Update Policies & Procedures on an on-going basis as needed, and INFORM the OPs Team during weekly meetings of updates, changes and revisions of Policies & Procedures.

-Answer client care calls, returning voicemails and emails same day, if possible, or within 24 hours.

QUALIFICATIONS FOR THE JOB

Education:

Bachelor's Degree preferred, but not required.

Experience:

Three years of industry experience required.

Other:

-Must have and present a professional appearance, demeanor, and positive and friendly attitude.

-Must be exceptionally organized.

-Must be willing and assertive in finding staff to assist in moments where work is all caught up.

-Must be able to take direction from leadership with a good attitude.

-Must be a self-starter and team player.

-Must be able to multi-task while paying careful attention to all details.

-Must be sensitive, professional, and compassionate when interacting with clients and /or confidential client information.

-Must have excellent verbal skills.

KEY COMPETENCIES

Strong computer skills, proficiency in Microsoft Office applications, and ability to learn new software easily. Must be capable of learning the Company's CRM.

  • Client Service Associate

    2 weeks ago

    Columbia, United States Stifel Full time

    The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and...

  • Client Service Associate

    4 weeks ago

    Columbia, United States Stifel Full time

    The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and...

  • Client Services Associate

    1 month ago

    Columbia, United States FIG Talent Solutions Full time

    Client and Operations Associate The Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations...

  • Client Services Associate

    2 months ago

    columbia, United States FIG Talent Solutions Full time

    Client and Operations AssociateThe Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team,...

  • Client Services Associate

    1 month ago

    columbia, United States FIG Talent Solutions Full time

    Client and Operations AssociateThe Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team,...

  • Client Services Associate

    3 weeks ago

    columbia, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms nationwide in hiring top professionals to join their practices. Our client in Columbia, MD is seeking an experienced and exceptionally sharp, motivated, and detail-oriented financial services Client Service Associate to join their team to provide proactive in-office support to financial...

  • Client Services Associate

    3 weeks ago

    columbia, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms nationwide in hiring top professionals to join their practices. Our client in Columbia, MD is seeking an experienced and exceptionally sharp, motivated, and detail-oriented financial services Client Service Associate to join their team to provide proactive in-office support to financial...

  • Client Services Associate

    2 weeks ago

    Columbia, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms nationwide in hiring top professionals to join their practices. Our client in Columbia, MD is seeking an experienced and exceptionally sharp, motivated, and detail-oriented financial services Client Service Associate to join their team to provide proactive in-office support to financial...

  • Client Services Associate

    3 weeks ago

    Columbia, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms nationwide in hiring top professionals to join their practices. Our client in Columbia, MD is seeking an experienced and exceptionally sharp, motivated, and detail-oriented financial services Client Service Associate to join their team to provide proactive in-office support to financial...

  • Client Services Associate

    3 weeks ago

    Columbia, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms nationwide in hiring top professionals to join their practices. Our client in Columbia, MD is seeking an experienced and exceptionally sharp, motivated, and detail-oriented financial services Client Service Associate to join their team to provide proactive in-office support to financial...

  • Client Services Associate

    3 weeks ago

    Columbia, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms nationwide in hiring top professionals to join their practices. Our client in Columbia, MD is seeking an experienced and exceptionally sharp, motivated, and detail-oriented financial services Client Service Associate to join their team to provide proactive in-office support to financial...

  • Brokerage Client Service Associate

    2 months ago

    Columbia, United States Truist Financial Corporation Full time

    This in an in-office position. The location is 10500 Little Patuxent Parkway, Columbia, Maryland. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development Client Service, Brokerage, Financial Advisor, Associate, Broker, Business Development, Retail

  • Client Services Associate

    2 months ago

    West Columbia, United States FIG Talent Solutions Full time

    Client and Operations Associate The Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations...

  • Client Services Associate

    2 weeks ago

    Columbia, SC, United States FIG Talent Solutions Full time

    Client and Operations AssociateThe Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team,...

  • Client Service Coordinator

    6 months ago

    Columbia, United States Banfield Full time

    Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTIONThe 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 clients, and coordinates the care of clients and pets...

  • Client Services Associate

    2 weeks ago

    Columbia, MD, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms nationwide in hiring top professionals to join their practices. Our client in Columbia, MD is seeking an experienced and exceptionally sharp, motivated, and detail-oriented financial services Client Service Associate to join their team to provide proactive in-office support to financial...

  • Client Support Associate, Surety

    1 month ago

    Columbia, United States Marsh & McLennan Companies Full time

    Marsh McLennan Agency. Client Support Associate, Surety Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 9,000 of the industrys brighte Client Support, Associate, Support, Client, Business Services

  • Client Services Coordinator

    1 month ago

    Columbia, Missouri, United States Williams-Keepers LLC Full time

    Job DescriptionThe Client Services Representative plays a vital role in providing exceptional support to our clients and firm partners. This position requires excellent problem-solving skills, attention to detail, and a commitment to teamwork.Key Responsibilities:Represent the firm in direct communication with clients regarding ongoing projects and...

  • Client Services Coordinator

    4 weeks ago

    Columbia, Missouri, United States FIG Talent Solutions Full time

    Client Services Role OverviewThe Client Services Associate serves as an integral part of the Operations Team, balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor, the Operations Team, and Carriers.Key ResponsibilitiesSupport Advisor in...

  • Client Service Representative

    1 month ago

    Columbia, Tennessee, United States Baird Full time

    About the Role:As a Client Specialist at Baird, you will play a vital role in providing exceptional client service and operational support for our Financial Advisors. This is an exciting opportunity to join a team of passionate professionals who are dedicated to achieving great results for our clients and giving back to the communities where we live and...