Client Service Associate

Summary

The Client Service Associate reports to the Senior Client Service Associate, Lead Advisor, or Principal Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation.
• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance.
• Process, submit, and service all...

Everyday, somewhere in the world, important decisions are made. Whether it is a private equity company deciding to invest millions into a business or a large corporation implementing a new strategic direction, these decisions impact employees, customers, and other stakeholders.

Consulting and private equity firms come to proSapient when they need to discover knowledge to help them make great decisions and succeed in their goals. It is our mission to support them in their discovery of knowledge.

We help our clients find industry experts who can provide their knowledge via interview or survey: we curate this knowledge in a market-leading software platform; and we help clients surface knowledge they already have through expansive knowledge management.

What is an Associate?

Our clients have a need to get information that they can’t find on a simple google search, information that only exists in the minds of industry experts. Our...

We are looking for a Client Services Associate (CSA) who would like to be an integral part of our Client Service Team and make a real impact on the clients they serve.

Streamline has been operating for 25 years and we currently manage over $350MM of clients assets. We are a team of 3 Client Service Professionals, 5 Financial Advisors, and 1 Dedicated Strengths Coach who helps you be the best version of yourself.

Our mission is to remove the worry that comes with money and investing. We do this through wise planning principles and incorporating both the emotional and spiritual part of our client's lives when planning for their future. We believe that true wealth is beyond riches.

You will work closely with the advisors and client service team.

If you think that you’d like to be a part of a close-knit team to make things better both in the office and in the lives of our clients then...Click the "Apply"...

Wescott Financial Advisory Group LLC, a Philadelphia-based Independent Registered Investment Advisor ("RIA"), is excited to welcome a Client Service Associate to join our Harleysville, Pennsylvania office workforce.

The Client Service Associate (“CSA”) is responsible for supporting the firm’s Wealth Advisors and Clients directly by delivering high-touch service and ensuring transaction/money movement requests are processed promptly and accurately. The CSA will partner with Operations team members to manage the needs of our Clients and play an active role in future projects as the firm continues to grow.

Key Responsibilities:

• Manage the client onboarding and account opening processes.
• Process and track client paperwork, including withdrawals, transfers, and contributions.
• Maintain accurate and up-to-date client information in our CRM system.
• Prepare and distribute client reports and documents.
...

The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.

• Supports Financial Advisor/Operations Director of a large book of business including handling all administrative functions for Financial Advisors and the firm
• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines
• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
• Deposit...

Client Service Specialist

Parcion Private Wealth is looking for a dynamic individual to assist in our firm’s promise to help clients reach their goals and aspirations. We are seeking an experienced Client Service Associate (referred to at Parcion as Client Service Specialist or CSS) to join our firm. The CSS works closely with our entire Advisory Department, Operations and the Investment Management Department to diligently craft every aspect of the client experience.

The Client Service Specialist is one of the firm’s most critical client relationship team members. The CSS’s primary focus is to manage the day to day operations and provide support on all matters pertaining to client relations and account administration. The CSS assists by developing and nurturing client and team relationships, training and mentoring entry level associates, and continuously assessing current processes and suggesting or implementing process changes to improve the...

The Administrative Assistant (AA)/Client Service Associate (CSA) will work closely with the Director of Operations, providing administrative support and assisting with various office tasks. With direction, the AA/CSA will assist the team in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems, providing customer service both in person and over the phone, facilitating and resolving client service requests, scheduling client meetings, generating and mailing correspondence, and completing other administrative tasks as assigned.  Communication skills will be constantly put to the test, as will the ability to prioritize multiple tasks simultaneously, as a focal point of a multifaceted, fast-paced business environment.  The overall goals are to deliver high-quality client experience, and help in running a productive and efficient office.

The job...

The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including...

This role will be involved with all aspects of a comprehensive financial planning team. Under direct supervision of the firm's founder and President, you will be tasked with providing our clients the best possible advice, great service, and an overall elevated experience with our team. The goal will be for this individual to become licensed and involved in some parts of the financial planning process.

This role will include administrative and operational activities, but it will also include financial planning work and direct interaction with clients. This could be an ideal fit for someone who is new to but passionate about the financial planning profession. This is not a sales or business development role.

Requirements

• Bachelor's degree preferred.

• Outstanding written and oral communication skills.

• Highly organized with absolute attention to detail.

...

Summary: Financial Plan

ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.

Essential Duties and Responsibilities

• Supports Lead Advisor of a large book of business including handling all administrative functions for Lead Advisors and the firm
• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/tack messages appropriately and according to firm guidelines
• Assist in client meeting...

Full-time, Client Service Associate (CSA)

Requirements

Summary:

Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach.

We are seeking a motivated, self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The Client Relations Associate manages the CRM system, schedules appointments, does meeting preparation and follow-through.

This role offers an opportunity for growth into roles with expanded responsibilities with a firm...