Registered Client Service Associate
$78.32k - $109.28kCiti Group
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 the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Responsibilities Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 2-5 years relevant experience Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients Ability to problem solve and analyze data with demonstration of attention to detail Strong verbal and written communication skills Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products US: Licenses: Series 7/63 or 7/66 or willing to acquire within 150 days of start date. Education Bachelor's/University degree or equivalent experience Salary Range: $78,320.00 - $109,280.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr Citigroup Inc.
$67k - $92.1k
...Company We’re a diversified financial services leader with more than $1.5 trillion... ..., small business and institutional clients. We are a longstanding leader in financial... ...ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week- ...Client Service Associate Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service... ...attention to detail and have interest in pursuing a career in the Registered Investment Advisor industry. This is an entry level...SuggestedWork at office
$110k - $150k
...Client Service Associate Trillium is seeking a Client Service Associate for an established Wealth Management company in Los Gatos! This Direct... ...operations experience in wealth management ideally with a Registered Investment Advisor. This role requires significant client...SuggestedWork at officeMonday to Friday$62.6k - $86k
...Client Service Associate Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week- ...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. assist customers with finding products. provide quotes and take orders. troubleshoot and...Suggested
$34.32k - $90k
...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 interactions with clients, individuals in this role build trusted relationships. Leading...Temporary workWork at officeLocal area$80k - $100k
...Client Service Associate ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. The firm is intentionally...Work at officeFlexible hours$23.82 - $26.39 per hour
...Client Services Associate Sunnyvale, California, United States As a Client Services Associate, you aren't just "handling mail"you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face of our professional standards...Full timeTemporary workPart timeWork experience placementImmediate start$80k - $100k
...individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. The... ...or public marketing. We are seeking an experienced Client Service Associate to join our team. This position will have direct client contact...Full timeWork at officeFlexible hours$45k - $75k
...part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset...Full timeRelocation packageFlexible hours$24.95 - $27.65 per hour
...Job Description Job Description Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule... ...paced environment, this role is for you. As a Client Services Associate , you'll support daily office operations through mail...Full timeTemporary workPart timeWork at officeImmediate startMonday to Friday- ...Wealth Management Client Associate San Jose, California To proceed with your application... ...and investment products and services for individuals, companies, and institutions... ...Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser...Seasonal workWork at officeWork from homeShift workDay shift
$22 - $34.66 per hour
The Patient Services Associate (PSA) is responsible for ensuring an excellent experience for patients and maintaining efficient front-office... ...patients and visitors in a professional, friendly manner. Register and check in patients; verify demographic and insurance information...Hourly payFull timeTemporary workPart timeZero hours contractWork at officeImmediate startFlexible hours- About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...Flexible hours
$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$88k - $100k
...Management's company culture empowers our associates to take initiative, be proactive,... ...integrated approach to hospitality services — all with outstanding client service. Our team is made up of the... ...General office equipment and cash register operation knowledge is expected....Work at officeImmediate startShift workNight shift$180k - $240k
...estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented... ...SEE A BRIGHTER WAYSM. JLL is the brand name, and a registered trademark, of Jones Lang LaSalle Incorporated. For further...Daily paidLocal areaShift work$180k - $240k
...estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented... ...SEE A BRIGHTER WAYSM. JLL is the brand name, and a registered trademark, of Jones Lang LaSalle Incorporated. For further...Daily paidLocal areaShift work- ...Patient Services Specialist The Patient Services Specialist represents Roots Community... ...setting. This position provides superior client/patient service, and interacts with team... ...and/or project management. OR Associate degree in related fields with 4 years' experience...Full timeWork at officeLocal area
$80k - $105k
Position Title : Service Advisor Build relationships that go far beyond managing accounts. A growing, values-driven wealth management... ...and ultra-high-net-worth families. This role combines hands-on client service, financial account administration, relationship management...Work at office- ...Front End Service Team Associate Neighborhood Market #4174 1450 Monterey Rd San Jose, CA 95110-3445 2 open positions CP-4174-9025 $18.50 - $31.50/hr* Part time Shift may start between 8:00am - 4:00pm Role Summary Front End Service associates are focused on compliance...Hourly payMinimum wageFull timeTemporary workPart timeShift workWeekend workAfternoon shift
- JIB South Bay Jack Inc in Campbell, California is looking for a dedicated Team Member to provide exceptional service and food quality in a fast-paced environment. Responsibilities include maintaining cleanliness, managing guest orders, and ensuring food safety standards...Minimum wageFlexible hours
- ...reception, and related office support services for Fortune 500 companies, professional... .... With a team of over 1,500 nationwide associates, TMG is seeking an individual who can uniquely... ...and packages, including certified, registered, return receipt, Federal Express, UPS...Work at office
- ...Square Mall, San Jose, CA 95133, United States of America [Retail Associate / Team Member] As a Customer Experience Associate at Marshalls... ...and mentoring Associates on front end principles; Assign registers, support and respond to POS coverage needs, and coordinate breaks...Immediate start
$19 - $25 per hour
...people-first culture, providing a supportive, growth-minded environment for our teams—and unparalleled service for today's pet parents. The Opportunity: As a Client Service Representative (CSR), you are the first and last impression for every client who walks...Local areaFlexible hoursWeekend workAfternoon shift$19 - $24 per hour
...Description Veterinary Client Service Representative San Jose Animal Hospital Schedule: This is a full-time position with a schedule of Tuesday-Friday. No weekends! Compensation is negotiable based on experience and credentials, with an expected starting...Full timeTemporary workFlexible hours- ...Mission College Boulevard | Responsibilities: Greet and assist customers; Process transactions accurately; Keep checkout area clean and presentable; Assist associates across the store as needed; Provide excellent customer service...Hiring Immediately >> Wal-Mart Stores , Inc.Immediate start
- ...Job Title Essential Functions: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms Scheduling and... ...lift up to 40 lbs. and be exposed to hazards associated with pets such as allergies, contagious...Work at officeNight shift
$21 - $29 per hour
...Client Advisor Required Skills & Experience• 2+ years of experience in customer service, preferably within contemporary or luxury retail • Proven ability to build and maintain client relationships and drive repeat business • Experience working in luxury or freestanding...Hourly payFlexible hours$25 - $27 per hour
...Client Relations Specialist Location: San Jose, CA Hourly Rate: $25.00 – $27.00 per hour + $2,000 Annual Bonus Potential Support... ...ability to manage their care and provide exceptional customer service. Why You’ll Love This Role: Competitive Pay & Weekly...Hourly payWeekly payTemporary workWork at officeLocal areaFlexible hours
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