Client associate [h1.location_city]
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Client associate • hialeah fl
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The Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM / IC).
CAs are responsible for giving support to WAs as they dev...[show_more][last_updated.last_updated_variable_days]
Respond promptly and professionally to client inquiries while delivering a WOW client experience and maintaining high professional standards.
Coordinate transactions including opening and closing ac...[show_more][last_updated.last_updated_variable_days]
Merrill Wealth Management Client Service Support.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ...[show_more][last_updated.last_updated_30]
The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM / IC).
CAs are responsible for giving support to WAs as they ...[show_more][last_updated.last_updated_variable_days]
The Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM / IC).
CAs are responsible for giving support to WAs as they dev...[show_more][last_updated.last_updated_variable_days]
The Client Service Associate will play an essential role in ensuring a seamless positive experience for our clients.This position requires a polished organized and solution-oriented professional wh...[show_more][last_updated.last_updated_30]
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more][last_updated.last_updated_variable_days]
A company is looking for a Client Operations Associate for a remote position on the West Coast.Key Responsibilities Interface directly with clients to manage inquiries and feedback regarding prod...[show_more][last_updated.last_updated_less]
Seeking a Client Services Associate to play a crucial role in providing exceptional service to our clients.This position requires strong communication skills, a client-focused attitude, and a deep ...[show_more][last_updated.last_updated_variable_days]
REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...[show_more][last_updated.last_updated_30]
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspiration...[show_more][last_updated.last_updated_30]
At PNC our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.
We work together each day t...[show_more][last_updated.last_updated_variable_days]
Are you truly service oriented? Do you know how to take care of people?.Keep management systems up-to-date with client information.
Educate clients on account services and capabilities.Help with the...[show_more][last_updated.last_updated_variable_days]
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more][last_updated.last_updated_1_day]
Support bankers and investors in performing various aspects of the relationship management initiative with their respective client base.
Research follow-up and resolve client inquiries and problems ...[show_more][last_updated.last_updated_variable_days]
Associate, North America Client Platform.We are seeking a talented Associate to join the North America Client Platform team within Americas Client Service.
As an Associate on this team, you will ass...[show_more][last_updated.last_updated_30]
Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis...[show_more][last_updated.last_updated_30]
About the job Client Services Associate.Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business.
Must have Series 7 additional licenses are a plus.The role focus...[show_more][last_updated.last_updated_30]
A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group.The ideal candidate must have experience in drafting standard and sophisticat...[show_more][last_updated.last_updated_30]
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[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Verbal, written and interpersonal skills. Customer service orientation. Organization skills (archiving, tracking, follow-up) Applicant may be NMLS registered and provide the company with NMLS number or be willing to register in NMLS prior to employment being offered. Additionally, FBI Criminal Background and credit check must be successfully passed before job offer is presented.
Job Description
Job Description
The Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM / IC). CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers.
Duties and responsibilities include :
- Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed.
- Provides support in the account opening process by attending meetings with customers and / or assuring the new account file that is provided by the WMA (IC or RM) is complete as per checklists. Follows-up with prospective customers for any missing documentation that has been determined. Initiates and follows-up account opening process. Provides support in the onboarding process
- Provides customer service support by screening customer calls while trying to solve customer queries. Opens and follows-up on requests related to : account profile, telephone and address, inclusion and removal of accountholders (includes deceased customers), initiation of wire and securities transfers, continuous monitoring of funds due, securities transfer to / from non-US brokers (non-ACAT), account registration changes, reference letters, pledged accounts setup and release, processing of deposits in check, setup of multi-currency capabilities as well as special features (real time quotes, research access, online trading capabilities, etc.), processing of journal entries;
- Aids WMA (IC or RM) in setting appointments, managing calendars and coordinating business trips; Provides general office administrative support : copying, scanning, faxing, archiving, supply ordering, setting up courier deliveries, coordinating translation of documents with outside vendor among others.
- Acts as primary liaison with Wealth Management Operations; Participates in special projects : massive mailing, database maintenance, etc.
- Remain current on market news and events by dedicating work and personal time reading and browsing financial news and media. CAs must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings, and product meetings.
- Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
- Acts as backup as needed for other CAs
- In order to fulfill duties with expected level of competency, incumbent must demonstrate :
Ability and eagerness to learn.
Minimum Education and / or Certifications Requirements :
Associate's degree in finance or business administration preferred.
Minimum Work Experience Requirements :
1 year of experience supporting Wealth Management Advisors
Technical and / or Other Essential Knowledge :
Fully bilingual (English / Spanish) – Fluent, including writing
Experienced PC user with strong command of MS Office applications