Client service associate serp_jobs.h1.location_city
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Client service associate • san diego ca
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Our solution allows an advisor to fill the need for an assistant without taking on the liability, training, and management of hiring an employee.
In some cases, we may be helping advisors who want t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate.
You'll be backed by our digital ecosystem : a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
We’re Chandler Asset Management, an employee-owned and independent financial services company; our concentration centers on managing taxable fixed income portfolios that are aligned with our ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Associates at California Bank & Trust work in a relationship?centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
For 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives.How By integrating financial planning investment management tax estate insurance and mo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way! If you prosper in an environment where you can help others and enjoy crafting a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Part?time Experienced Veterinary Client Service Representative.Join VCA Peninsula Animal Hospital and help deliver excellent customer service and professional medical care to our clients and their ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
We are looking for an exceptional Client Relationship Associate to support enterprise client relationships and provide white-glove service experiences in our fastest-growing segment, TEAM Private F...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Assoc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
A company is looking for a Client Service Associate to support Financial Advisors and enhance client experiences.Key Responsibilities Communicate directly with advisors and clients to resolve inq...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills.
If you enjoy building strong relationships with clients, then look n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis.Through regular inte...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Salary : $60,000 - $70,000 Annual Salary.The Case Manager assists the Financial Advisors and their team in underwriting new applications and servicing of existing business and clients.The Case Manag...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.In t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Representative | San Diego, CA | Full-Time.Work with a fun team in an up-building environment with lots of room for growth & good benefits! Client Service Representatives at ViziSite...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Service Associate
TalentLink SolutionsSan Diego, CA, United Statesjob_description.job_card.30_days_ago
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job_description.job_card.job_descriptionDemonstrates a high degree of self-motivation and possesses a sense of urgency to exceed expectations. Applies his / her skills to maintain a high level of productivity; is accurate and thorough in delivering quality work; pays attention to all relevant details. Picks up on new knowledge quickly, applies new learning to be more effective at work, works to continuously improve. Demonstrates outstanding verbal, written communication skills, excellent customer service and phone etiquette. Demonstrates strong time management skills with ability to multi-task and prioritize effectively. Adheres to reporting guidelines Demonstrates industry knowledge and functional expertise or has a history of quickly learning new fields Maintains FINRA and SEC compliance guidelines Associates degree in related field or equivalent experience highly preferred Financial services industry experience a plus but not necessary Starting at $19.50 / hr. with increases at 6 months to $21.63 / hr. and one year to $24.03 / hr. based on performance. Opportunity to move to a hybrid schedule at 6 months based on performance. PTO, 11 recognized holidays plus 2 floating holidays, medical / dental / vision, ST / LT disability, 401K with a company match
Company Overview :
RemoteLink Solutions seeks to establish itself as the premier back-office solution for independent financial advisors nationwide. Our solution allows an advisor to fill the need for an assistant without taking on the liability, training, and management of hiring an employee. In some cases, we may be helping advisors who want to grow but are spending too much time on administrative functions themselves. In most cases, we provide the support they need so they can focus on continued growth.
RemoteLink Solutions is a subsidiary of TalentLink Solutions . Formed in 2014, TalentLink Solutions was created to offer the financial services community a hiring and human resources consulting solution that allows for a firm's growth and success. Through this service offering, the firm's Principals uncovered the need to provide a remote assistant solution for the independent financial advisor, thus prompting the launch of RemoteLink Solutions.
Position Overview / Summary :
Due to growth, RemoteLink Solutions has an exciting opportunity to offer the right individual. This role will have responsibilities including : direct client contact, relationship building, conducting periodic account reviews, completing financial transactions, and multiple administrative duties. The ideal candidate must be extremely professional in appearance and manner, willing to accept direction yet with the ability to think on their own and is quick to learn new things. Additionally, he / she must have outstanding customer service skills, be very detail-oriented, and have superior computer, organizational, and multitasking ability.
Responsibilities :
- Prepare Advisors for meetings with appropriate forms, reports, data, and research.
- Prepare investment account paperwork and manage the transfer of assets.
- Perform portfolio administration with regard to client data, contributions, and withdrawals.
- Prepare and manage to completion investment and insurance paperwork.
- Respond to client requests for service and trouble-shoot service issues.
- Establish client files and maintain client data in CRM program.
- Assist Advisors with scheduling client reviews, client communication, agendas, recaps, and recommendations.
- Proactively communicate with Advisors regarding work in progress.
- Process client account paperwork and process internal and external asset movements through Broker / Dealer platforms.
- Answer inbound phone and email inquiries and route to appropriate staff and team members.
- Attend all compliance training.
- Perform general clerical duties including but not limited to photocopying, faxing, mailing, and shipping
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