Financial Advisory Client Services Associate
Home Bank
Home Bank is seeking a Registered Client Service Associate in Lafayette, LA. The role supports Retail Financial Advisors in selling investment, fiduciary, and insurance products through a full-service brokerage platform for both institutional and individual clients. The role emphasizes sales support, client inquiries resolution, operational reporting, and adherence to federal/state regulations. Licenses and a finance degree are required or preferred, with emphasis on compliance and client #J-18808-Ljbffr Home Bank
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisory Client Services Associate in Lafayette, LA vacancy
- PowerToFly is seeking a Registered Client Service Associate in Lafayette, Louisiana. This role focuses on delivering exceptional service to clients and supporting Financial Advisors daily. The ideal candidate will have strong interpersonal skills and financial services...Financial
- ...accommodation or an alternative application process. Registered Client Service Associate Active - Regular full-time Exempt 2810 Johnston,... ...OF THE JOB Actively involved in supporting the Retail Financial Advisor(s) in the sales and service of investment,...FinancialFull timeWork at office
Home Bank
Lafayette, LA5 days ago - ...Registered Client Service AssociateRegistered 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 build...FinancialWork at officeLocal area
Morgan Stanley
Lafayette, LA1 day ago - Morgan Stanley in Lafayette, LA seeks anRegistered Client Service Associate to support Financial Advisors and teams, manage client accounts, and handle routine transactions. The role requires strong interpersonal skills and a client-first approach. The ideal candidate will...FinancialWork at office
- POSITION SUMMARY: Registered 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...FinancialWork at officeLocal area
- POSITION SUMMARY: Registered 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...FinancialWork at officeLocal area
- ...POSITION SUMMARY: Registered 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...FinancialFull timeWork at officeLocal area
- ...Description The Office Services Associate is the first impression for all visitors, prospects, clients and team members. They play... ...(up to 5%), and access to a financial professional to offer our employees... ...wealth management and advisory platforms, comprehensive broker...FinancialFull timeContract workWork at officeFlexible hoursNight shift
Cetera Financial Group
Lafayette, LA4 days ago - ...such a special place to work. Job Overview As an At Your Service Center Colleague, you are at the heart of delivering a seamless... ...Employee Assistance Program with mental health counseling and legal/financial advice Access the full menu of benefits offerings here....FinancialFull timePart timeSeasonal workAll shiftsFlexible hoursShift workNight shiftAfternoon shift
Macy's
Lafayette, LA28 days ago - ...Financial Representative – Build Your Career While Impacting Lives... ...solutions. You’ll: Guide clients toward achieving their long-term... ...families on financial products and services that protect and strengthen... ...Position Details: Level: Associate Employment Type: Full-...FinancialFull timeLocal area
Modern Woodmen of America
Lafayette, LAa month ago - ...EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone... ...and fastest growing accounting and advisory firms in the industry You will... ...reach their short- and long-term financial goals. Operating within a culture...FinancialTemporary workLocal area
EisnerAmper
Lafayette, LA4 days ago - Your Impact at Lowe’s As a Lowe’s Merchandising Services Associate, you are a key connection point between Merchandising and Store Operations... ...Lowe’s tuition assistance program. Take charge of your financial future with a company-matching 401(k) and optional Employee...FinancialFull timePart timeLocal areaFlexible hoursShift workWeekend workWeekday work
- ...needs, and market appropriate products and services.As an Agent Team Member, you will... ...inside sales representative, retail sales associate, or telemarketing) preferredSuccessful track... ...about the role insurance and financial products play in helping people manage the...FinancialFor contractors
Carson Baranik - State Farm Agent
Broussard, LA4 days ago - ...needs, and market appropriate products and services. As an Agent Team Member, you will... ...inside sales representative, retail sales associate, or telemarketing) preferred... ...Enthusiastic about the role insurance and financial products play in helping people manage the...FinancialFor contractors
- ...working for one of the world's largest providers of products and services to the global energy industry. Job Duties Under general... ...- which means we offer support for your physical, emotional, financial and parental needs, both now and in the future. When you join...FinancialFull timePart timeSecond jobWork from home
Halliburton
Broussard, LA19 days ago $15 per hour
...PRO Services Representative Base Pay This role has a minimum... ...destination for our professional clients (PRO customer) in the hard... ...School diploma or equivalent. Associate Degree or higher is a plus.... ...Programs that help you reach your financial goals: 401k with company...FinancialHourly payFor contractorsLocal areaMonday to Friday$20 per hour
...needs, and market appropriate products and services.As an Agent Team Member, you will... ...inside sales representative, retail sales associate, or telemarketing) preferredSuccessful track... ...about the role insurance and financial products play in helping people manage the...FinancialFor contractorsCarson Baranik - State Farm Agent
Broussard, LA4 days ago$50k - $70k
...meet you.Role DescriptionAs an Account Associate for Brian Schlesinger - State Farm Agent... ...proactively marketing relevant products and services.ResponsibilitiesManage customer accounts... ...help customers with their insurance and financial services needs, including:Auto...FinancialWork at officeLocal areaFlexible hoursBrian Schlesinger - State Farm Agent
Scott, LA5 days ago- Monica Meyers - State Farm Agent in Youngsville, LA is seeking an Account Associate to grow our agency through strong client relationships and proactive service. In this role you will manage client accounts, assist with policy changes, process claims, and coordinate with...Flexible hours
$30k - $65k
...prompt, accurate, and friendly customer service. Service can include responding to inquiries... ...sales representative, retail sales associate, or telemarketing) preferredSuccessful track... ...about the role insurance and financial products play in helping people manage the...FinancialFor contractorsBrad Saloom - State Farm Agent
Lafayette, LA4 days ago$17 - $18 per hour
...and others in a professional and courteous manner. Is a customer service champion. Makes patient appointments following provider... ...registration and payer information at every patient visit. Performs financial intakes on all patients and calculates percent of poverty/eligibility...FinancialFull timeTemporary workMonday to FridayRiggs Community Health
Lafayette, LA1 day ago- New York Life Insurance Company is seeking a Financial Professional to understand client needs, educate on future planning, and help families pursue financial security. You will build a practice by networking, prospecting for clients, and providing compassionate guidance...FinancialFlexible hours
$15 - $18 per hour
...years and a Newsweek Most Trustworthy Company. Since 1962, we have helped millions of customers meet their financial needs through personal loans, tax services, and credit-building solutions. With over 1,000 branches across 16 states, we are committed to serving the communities...FinancialHourly payWork at officeLocal areaShift work- ...contractor agent may be the career for you! State Farm agents are independent contractors that market State Farm Insurance and financial services products. ROLE DESCRIPTION: As a Customer Service Representative with Chase Desormeaux - State Farm Agent, you will generate...FinancialFor contractorsWork from homeFlexible hours
- ..., we are dedicated to providing exceptional behavioral health services that make a meaningful difference in the lives of individuals... ...plays a vital role in ensuring the accuracy and efficiency of financial operations within our Corporate Billing Office. This position...FinancialTemporary workWork at officeLocal area
- ...businesses. Provides a full range of banking services to small businesses and manages the more... ...through calling on targeted potential clients Develops sales plans and strategies... ...department and region. Acts as a financial advisor by educating the customer about...FinancialFull timeWork at office
First Horizon Bank
Lafayette, LA19 days ago $30k - $65k
...prompt, accurate, and friendly customer service. Service can include responding to inquiries... ...sales representative, retail sales associate, or telemarketing) preferred Successful... ...about the role insurance and financial products play in helping people manage the...FinancialFor contractors- ...position maintains a professional relationship with our clients through exceptional customer service. Account Managers are assigned a book of business... ...Act (ERISA) preferred Experience with fully insured financial arrangements and alternative-funding methods preferred...Financial
- Description Join Our Team We are seeking a detail-oriented Project Accounting Coordinator to support the financial administration of construction projects. This role works closely with Project Managers, Estimators, and Accounting to ensure project budgets, payment applications...FinancialFor subcontractor
$12 - $16 per hour
...strategically position our agency whether on social media or at community events! While promoting our team, our insurance products/financial services, and the good we offer to our community, you also gain unique insights invaluable to your career growth. As an inventive and...FinancialHourly payFor contractorsWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisory Client Services Associate. Be the first to apply!
Related searches
- financial advisor associate Lafayette, LA
- financial planning associate Lafayette, LA
- financial consultant Lafayette, LA
- finance associate Lafayette, LA
- financial planning administrator Lafayette, LA
- associate corporate finance Lafayette, LA
- financial planner Lafayette, LA
- financial planning assistant Lafayette, LA
- financial counselor Lafayette, LA
- estate planning consultant Lafayette, LA