Client Services Associate

At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals.

We are looking for a Client Service Associate to join our Investor Services Team in Wichita, Kansas. The Client Service Associate is responsible for providing support to the Financial Advisor through administrative tasks and client relationships.  

A successful candidate will have:

• Excellent organizational and time-management skills
• Excellent communication skills both written & oral
• Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment
• Must have excellent judgment, be an independent thinker and resourceful
• Strong proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
• Be a team player with a positive...

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...

The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.

Job Type: working hour is flexible and Salary: $27-39 /hour

Responsibilities:

• Inbound client calls, schedule appointments, and prepare materials for client meetings

• Maintain CRM/Salesforce with up-to-date with client information

• Assist with various documentation requirements for new business

• Manage account activities that are operational in nature – new...

We are currently seeking a talented and enthusiastic individual to join our Private Client Services Department. Our Private Client Services team focuses on individual, estate/trust and closely held business clients. Because our clients have the need for sound advice across numerous financial disciplines, we believe a team-based and collaborative approach brings together our collective wisdom and innovates the way they experience wealth.

As a graduate, you will have hands-on client responsibility from the start. You will be given the support you need to develop a breadth of skills and experiences that will enable you to achieve your goals. We offer you the opportunity to grow professionally with diverse projects, in-house training programs, professional seminars, direct Partner mentorship and career advancement.

We want to help you build a career fit for your life.

If you are looking for a unique opportunity to continue advancing professionally,...

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 currently seeking a talented and driven professional to join our Private Client Services team!

Our Private Client Services team focuses on individual, estate/trust and closely held business clients. Work with this group to provide clients with tax compliance and consulting services to minimize tax and maximize growth.

With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 20+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones.

We want to help you build a career fit for your life.

If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be...

Location: San Francisco (Hybrid)

Bully Pulpit International is an outcomes agency made up of strategists, data scientists, and artists. We come from politics, brands, and government, communicate without barriers, and measure what matters. We have over 250 team members in six countries and eleven offices — Berlin, Brussels, Cologne, Chicago, D.C., Geneva, London, New York, Oslo, San Francisco, and Zürich. We apply our unique expertise in strategic communications, public affairs, research, and digital marketing to create sophisticated and customized strategies that make change possible for American and European clients.

We are seeking a Full-Time Associate Director with a digital advertising background. In this position, you will work closely with 1. clients to identify their needs or challenges and 2. our internal teams to recommend and execute marketing and communications strategies across paid and owned media (social...

Rea & Associates is a growing Top 100 Accounting Firm providing our clients services in tax, accounting, and business consulting. Here at Rea, we have a 'People First' culture and we focus on our employees' well-being and professional development. With over 400 professionals and offices throughout Ohio, our firm has a culture that respects a work-life balance. We also provide competitive compensation and a robust benefits plan.

Due to continued growth, we are looking to add a Senior Associate to our team in New Philadelphia, Ohio. The Senior Associate performs routine accounting activities such as general ledger posting, preparation of various accounting statements and financial reports, and accounts payable and receivable functions.  The Senior Associate performs work at a higher level of complexity for higher level clients. This position has a high level of...

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.
...

Location | San Francisco - Hybrid

Bully Pulpit International is an outcomes agency made up of strategists, data scientists, and artists. We come from politics, brands, and government, communicate without barriers, and measure what matters. We have over 250 team members in six countries and ten offices — Berlin, Brussels, Chicago, D.C., Düsseldorf, London, New York, Oslo, San Francisco, and Zürich. We apply our unique expertise in strategic communications, public affairs, research, and digital marketing to create sophisticated and customized strategies that make change possible for American and European clients.

The Impact You Will Make

You understand the big picture and can effectively communicate how it impacts varying audiences in both written and oral form. Learn how an agency works and thrive in an environment with lots of moving pieces. You will have a part of multiple projects across different initiatives. You will be...

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...