Wealth Client Services Specialist - Trade & Funds Support
$28 - $35 per hourThrivent Financial
Thrivent Financial is seeking a Licensed Client Service Administrator in Minnetonka, MN. This full-time role focuses on supporting wealth advisors through client services, including handling trade orders and managing account information. Candidates should have securities registrations and strong organizational skills. Compensation ranges from $28-$35/hour. Benefits include PTO, health insurance, and a 401K plan. This position is key in delivering top-notch service to clients and maintaining efficient operations. #J-18808-Ljbffr Thrivent Financial
$28 - $35 per hour
Summary The Licensed Client Service Administrator works with a team of... ...professionals to support the seven wealth advisors in the Crossroads... ...operations of the practice. Trading accounts, conducting money... ...requests for transfers of funds into and out of accounts Track...SuggestedFull timeWork at officeMonday to Friday- ...Ameriprise Financial’s Strand & Associates private wealth practice seeks a motivated Client Service Associate to join the team. The role blends client-facing... ...with behind-the-scenes financial planning support, ideal for an organized and proactive professional eager...SuggestedPrivate practice
$44k - $80k
...Client Support Specialist To be eligible for consideration of this role, your primary residence... ...1 million and therefore a complex service and investment need. In this role,... ...include options, equities, mutual funds and fixed income trades and other specialized monetary...SuggestedFull timeRemote work- ...Sales Client Service Specialist (CSS) HealthPartners is seeking a highly motivated Sales Client Service... ...in delivering exceptional service and support to clients, brokers, consultants,... ...Knowledge of health insurance products, funding arrangements, and managed care concepts...SuggestedWork at office
$55k - $95k
...Fund Accounting Associate CLA is a national professional services firm where our purpose is to create opportunities... ...every day, for our clients, our people, and our... ...through industry-focused wealth advisory, digital,... ...Accounting Associate, you will support a variety of...SuggestedCurrently hiring$50k - $70k
...Client Service Specialist The Client Service Specialist (CSS) is a valued member of our team, dedicated... ...and administrative tasks to support the firm's smooth functioning. This position... ...account needs. Paraplanner: supports wealth managers in financial planning...Full timeWork at officeImmediate startFlexible hoursShift work- Socket.dev is seeking an experienced Client Service Associate in Minnetonka, MN. You will be the trusted face and voice for clients, ensuring a polished experience from the first appointment through the delivery of financial plans. This high-visibility role requires proactive...
- ...established financial services practice that provides... ...financial planning and wealth management services to... ...team works closely with clients to understand their goals... ...Services Representative to support advisors and clients... ...accounts. Process trades and other transactions,...Temporary workWork at office
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm... ...extraordinary customer service while maintaining a strong commitment... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... ...families. Your expertise will support a wide range of clients, from...
$24.87 - $41.45 per hour
...and Collateral Agent services for sophisticated institutional clients in the syndicated... ...processing assignments/trades, debt service payments, fundings, loan reprices, etc.... ...Corporate Trust Specialist) certification if corporate... ...with administrative support areas appropriate to...Hourly payWork experience placement$85k - $100k
AdvisorSync Specialist (Client Service Administrator for AdvisorSync) Base pay range $85,000.00/yr - $... ...exceptional administrative and service support to our affiliating financial advisors.... ..., and client meetings on the Cetera Wealth Services (CWS) or AdvisorNet Wealth Partners...16 hoursFull timeTemporary workWork at officeImmediate startWork from home- ...Contingent Worker Role providing services for TIAA’s family of companies... ...complex business planning, support, and project-related duties. Demonstrates... ...company business needs.Senior Client Reporting SpecialistThe Senior Client Reporting Specialist partners with associates in...Full timeWork at office
- ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience... ...Perks and Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,...Contract workPart timeLocal area
$27.88 - $41.83 per hour
...Customer Service Associate Licensed Wells Fargo is seeking a Customer Service... ...role, you will assist brokerage clients via telephone. You will facilitate trades, service accounts, and educate clients... ...characteristic. Employees support our focus on building strong customer...Ongoing contractWork experience placementWork at officeImmediate start- ...make you the right person for our Customer Service Associate II position. Join our team... ...your assigned store, from merchandising to supporting customers. While focusing on providing a... ...of rewards to support your health, wealth, and mental well-being. In addition to medical...Contract workPart timeLocal area
- 1866844BR Title: Pharmacy Customer Service Associate Job Description: Models and... ...for sale to customer and recommends trade-up and/or companion items. Registers customer... ...by the Pharmacy Manager. Assists and supports Pharmacy Department on inventory...Hourly payPart timeWork experience placementSeasonal workLocal areaImmediate startFlexible hoursShift workAfternoon shift
- ...drive participation in program services including energy savings... ...stakeholders such as cities, funding programs, and contractors. Discuss... ...deliverables while meeting client expectations. Proven ability... ...Preferred Skills Previous experience supporting staff performing proactive...For contractorsWork at officeNight shift
- ...Pharmacy Customer Service AssociateModels and delivers a distinctive and delightful customer... ...for sale to customer and recommends trade-up and/or companion items.Registers customer... ...assigned by the Pharmacy Manager.Assists and supports Pharmacy Department on inventory...Work experience placementSeasonal workLocal areaImmediate startFlexible hoursShift workAfternoon shift
$16.49 - $18.5 per hour
...friendly, organized, and customer-focused Client Service Representative (CSR) to be the... ...creating an exceptional experience while supporting our veterinary team. What You'll Do... ...salary. ~ Access to the Better Together Fund for crisis support in qualifying situations...Temporary work$500 per month
...Client Experience Representative You are more than just a number; we are more than just a bank. At Tradition Capital... ...that is secure and consistent with our client service standards. Client service and support are provided in person, online, over the phone and through...Hourly payTemporary workBank staffWork at officeLocal areaFlexible hours$24.87 - $41.45 per hour
...A financial services provider is seeking a dedicated professional in Minneapolis, MN to manage client relationships and support account representatives. The role requires a minimum of 4 years of experience and a Bachelor's degree in a relevant field. Strong customer service...Hourly pay$21.68 - $26.5 per hour
...Job Description Client Relationship Consultants build relationships... ...and loan products and services, and recommending solutions based... ...branch policies, procedures and support systems Proven customer... ...parental leave 401(k) and employer-funded retirement plan Paid vacation...Temporary work$60k - $114k
...Husch Blackwell LLP is a full-service litigation and business law... ...across the United States, serving clients with domestic and... ...locations. The Senior Client Account Specialist ensures that the firm receives... ...accompanied by the required supporting information and appropriate coding...Full timeTemporary workWork experience placementWork at officeRemote workFlexible hoursShift work$52.5k - $70.4k
...Client Service Specialist We are looking to add a Client Service Specialist to join our Employee Benefits team in St. Louis Park, MN. Offering... ...Assist in managing client accounts and provide support to internal service team. Support the implementation and...Full timeContract workWork experience placementWork at office$120.75k - $189k
...Retirement Client Advisor The Retirement Client Advisor generates... ...time: Delivers exceptional service in managing his/her book of... ...participant education program to support the client's objectives... ...program; an associate emergency fund; and various associate banking...Work experience placementLocal areaFlexible hours$50k - $85k
...the opportunity? The Client Experience Consultant is... ...comprehensive account servicing in a team-based model for... ...will provide sales support, facilitate securities... ...offering including mutual funds, RBC Strategic Mutual Fund... ...time Platform: WEALTH MANAGEMENT Job Type:...Full timeWork experience placementFlexible hours$36.79 - $58.49 per hour
...Senior Client Accounts Specialist DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you... ...specialists within both Legal Support Services and Accounting teams to provide effective...Hourly payWork at officeRemote workVisa sponsorship$18.35 - $21.57 per hour
...needs, suggest alternatives and provide solutions. This customer service focused team member is knowledgeable in all areas of the Store'... ...to work and maintain established business hours in order to support the FedEx Office business; regular attendance and/or reporting...Work at officeLocal areaShift work$18.85 per hour
...success of our retail stores. Customer Service Specialists work closely with wholesale and retail... ...any customer concerns and ensure maximum client satisfaction as well as stay up-to-date... ...of our success, and we invest and support you in: Life ... with rewards, benefits...Full timeContract workFor contractorsWork experience placementLocal areaAfternoon shift- ...Sales Support Representative The Sales Support Representative is responsible for delivering exceptional service to EPCO customers and agents. This role supports sales operations by... ...Participate in sales training, seminars, and trade shows as assigned. Additional...For contractorsCasual workWork at office
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