Client Services Associate — Financial Advisory Support
$45k - $65kRaymond James
Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients, and branch staff. The role requires effective communication across multiple platforms and the ability to manage multiple tasks in a fast-paced environment. The ideal candidate will have securities industry experience, SIE, and Series 7 (with 63/65/66 as required by state). Salary range $45,000-$65,000 with comprehensive benefits. #J-18808-Ljbffr Raymond James
- ...rich history and recognition for service and excellence in the Financial Services industry, Raymond James... ...is seeking a dynamic Registered Client Service Associate who is a motivated, detail... ...high touch critical administrative support to Financial Advisors, their prospective...FinancialWork experience placementWork at office
- Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, prospective and existing clients, and branch staff in a fast-paced, client-centric environment. The role requires effective communication...Financial
$31.2k - $90k
...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. Through regular interactions with clients, individuals in this role...FinancialTemporary workWork at officeLocal area$80k - $90k
...Sr Client Service Associate Wealth Enhancement is an independent wealth management firm with an... ...to perfect our craft of personalized financial planning with our team-based Roundtable... ...excellent service to clients and support, including financial paperwork and financial...FinancialFull timeTemporary workWork at officeMonday to FridayFlexible hours$18.5 per hour
...Description We are seeking a reliable and detail-oriented Client Service Associate to join our team. The ideal candidate will be responsible for... ...inventory for office and pantry supplies, while providing support to ensure smooth office operations at both client locations...SuggestedFull timeTemporary workPart timeWork at officeImmediate startShift work$78.32k - $109.28k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing...Full time- ...New York is actively seeking staff to support in-branch transactions and customer... ...engagement. This role focuses on educating clients about self-service options and efficiently processing... ...deep conversations to understand financial priorities and connect clients to suitable...FinancialFlexible hoursWeekend work
$17 - $22.55 per hour
...Branch Banking Client Consultant I Location: Roslyn, NY 11576... ...clients and providing exceptional service by greeting them as they... ...services needed to meet their financial goals. This role will process... ...Responsibilities Sales Performance: Support team efforts to achieve...FinancialLocal area- A leading financial services firm located in Jericho, NY is seeking a Senior Registered Client Associate to join their team. This role requires a Bachelor's degree or equivalent experience and active Series 7 and 66 licenses. Your responsibilities include maintaining client...Financial
$151.4k - $311k
Position Summary Client Relationship Executive (CRE) - Financial Services Are you driven by a passion for spearheading... ...that meet client needs and support fulfillment of personal and account... ...delivering consulting, tax and advisory services to large global complex...FinancialShift work$25.97 - $31.75 per hour
Bank of America is seeking a Financial Center Associate to serve as the first point of contact for clients, uncover personal banking needs, offer solutions, and connect clients to specialists. You'll support self-service and transactional activities while delivering exceptional...FinancialWeekly payWeekend work- Citigroup Inc. is seeking a Licensed Client Service Associate in East Meadow, NY. This role involves delivering wealth management services and assessing risks to safeguard the interests of clients and the firm. The ideal candidate will have 2-5 years of relevant experience...
$20.25 - $33.74 per hour
...Branch Banking Client Platform Specialist Location: Roslyn, NY... ...management. The position also supports broader sales execution... ...ensures high-quality client service and compliance with all operational... ...sales experience (including Financial Services Industry). Ability...Financial$26.5 - $42 per hour
...Wealth Management Client Associate Merrill Wealth Management... ...products and services for individuals, companies... .... Merrill's Financial Advisors and Wealth Management... ...with their advisory team committed to their... ...Associate role is a sales support position, typically...FinancialHourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $29 per hour
...Manager Of Sales And Service We hope you're interested... ...role You will support the management team in... ...role model for sales associates in sales generation and... ...timely resolution of client service issues including... ...your physical, financial and emotional health...FinancialHourly payFull timePart timeWork experience placementH1bLocal areaHome officeRelocation packageFlexible hoursShift workWeekend work$25 per hour
...Job Description Job Description Client Experience Associate Appliance World · Huntington, NY... ...the tone for the entire visit. Supporting the sale Draft sales orders, help... ...you share directly in the company's financial success. This isn't a bonus program....FinancialHourly payFull timeWork at officeWeekend work1 day per week$42k - $62k
...Responsive Recruiter As a Customer Service Representative - State Farm Agent Team Member... ...the needs of the community members you support. We look forward to connecting with you... ...not just a job? This busy insurance and financial services office has a passion to make a...FinancialWork at office$42k - $62k
...Responsive Recruiter As a Customer Service Representative - State Farm Agent Team Member... ...the needs of the community members you support. We look forward to connecting with you... ...not just a job? This busy insurance and financial services office has a passion to make a...FinancialWork at office$42k - $62k
...Responsive Recruiter As a Customer Service Representative - State Farm Agent Team Member... ...the needs of the community members you support. We look forward to connecting with you... ...not just a job? This busy insurance and financial services office has a passion to make a...FinancialWork at office- Position TitleBranch Banking Client Consultant IILocationHicksville... ...that focus on meeting the financial needs of our clients. Focuses... ...RESPONSIBILITIES Sales Performance: Support team efforts to achieve... ...Management: Execute all sales, service, and banking transactions...FinancialFull timeLocal area
$88.8k - $102.1k
...that are ready and willing to support your ideas, build your skills... ...opportunities for Armanino's service lines. Research prospect... ...Collaborate with Business Development, Client Management, Firmwide Account... ...in a discretionary long-term financial incentive plan, subject to...FinancialContract workLocal areaFlexible hours- ...enthusiasm for helping our clients, taking care of our... ...extraordinary customer service while maintaining a strong... ...to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management... ...and administrative support to Private Client Advisors...Financial
$42k - $62k
...Responsive Recruiter As a Customer Service Representative - State Farm Agent Team Member... ...the needs of the community members you support. We look forward to connecting with you... ...not just a job? This busy insurance and financial services office has a passion to make a...FinancialWork at office- ...and accounting, wants direct client exposure, and is looking for... ...-end and year-end close, financial statement preparation, and reporting... ...Provide tax planning and advisory services, identifying opportunities... ...seniors, reviewing work and supporting development Collaborate with...FinancialLocal area
$16 - $30 per hour
...Customer Service Representative - State Farm Agent Team Member As a Customer Service... ...the needs of the community members you support. We look forward to connecting with you... ...help customers with their insurance and financial services needs, including: Auto insurance...FinancialHourly payFor contractors$25 - $28 per hour
...Job Description Description We're looking for a reliable, organized, and customer-focused Delivery Coordinator & Customer Service Representative to help ensure smooth daily operations and exceptional customer experiences. Responsibilities Coordinate and...Casual workWork at officeDay shift$16 - $30 per hour
...Customer Service Representative - State Farm Agent Team Member As a Customer Service... ...the needs of the community members you support. We look forward to connecting with you... ...help customers with their insurance and financial services needs, including: Auto insurance...FinancialHourly payFor contractors$18 - $25 per hour
...We are seeking a Full-Time customer service representative for a two-doctor veterinary... ...empower team members with the resources, support, and opportunities needed to thrive in their... ...student loan assistance to foster your financial well-being. Health, dental, vision,...FinancialFull timeAfternoon shift$21.26 per hour
...of inpatient and outpatient services. At NYU Langone Health, equity... ...clear explanation of their financial responsibilities and... ...Certified Healthcare Access Associate (CHAA). 1-2 years Customer service... ...Health, we are committed to supporting our workforce and their loved...FinancialHourly payPart timeWork at officeWeekend workAfternoon shift$23 per hour
...you passionate about customer service? Do you like helping others accomplish their financial needs through providing relatable... ...common ways of working and supports the execution of company objectives... ...is a good-faith assessment associated with this position only and is...FinancialHourly payFull timeWork at officeMonday to FridayFlexible hours
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