Brokerage Operations & Client Services Associate
Key Community Bank
Key Community Bank in Minnesota is seeking an adaptable operations assistant to support Financial Representatives with onboarding and client requests. The role emphasizes strong phone and written communication, attention to detail, and the ability to complete paperwork efficiently across the client lifecycle. You will report to the Operations Manager and coordinate across trading, clearing, and custody platforms, ensuring timely, accurate processing, risk awareness, and exemplary customer #J-18808-Ljbffr
$38.1k - $57k
...for a culture that puts its clients and associates first: a culture where... ...What You'll Be DoingClient Services Associate (NR) assists one... ...the branch office.Perform operational or administrative functions... ...understanding of the investment brokerage industry and securities regulations...OperationsWork at officeFlexible hours- ...Description Job Description Role Summary The Client Service Associate (CSA) provides operational and client service support across Financial Planning... ...process incoming tax documents (W-2s, 1099s, K-1s, brokerage statements, etc.). Track missing tax information...OperationsFull timeLocal areaImmediate startMonday to Friday
- ...Fortune Financial is seeking a proactive Client Service Representative to join our in-office team. You will support investment, annuity,... ..., transaction processing, CRM management, and general office operations. The role emphasizes organization, communication, and a commitment...OperationsWork at office
$60k - $85k
...relationships, and being the go-to person when clients or teammates need support?Savant Wealth Management is looking for a Client Services Associate to join our growing team in the Twin... ...service requestsAssisting with office operations, client events, and maintaining a...OperationsWork experience placementSummer workWork at officeRemote workRelocationWork visaFlexible hours$60k - $75k
...Client Service Associate Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based... ...automation. Stay informed on industry best practices, operational enhancements, and compliance updates to provide proactive...OperationsWork at office2 days per week3 days per week$21 - $22 per hour
...national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared... ...Thing :: One Alerus ABOUT THE ROLE: The Client Service Center Associate, Banking is responsible for answering a wide range of incoming...Hourly payLive inWork at officeRemote workMonday to FridayFlexible hours- Client Services Associate (Part-Time, On-Site) As one of America’s pioneering financial services firms, HJ Sims is committed to helping individuals... ...Responsibilities Provide day-to-day administrative and operational support to Financial Advisors, including telephone...Full timePart timeWork at officeLocal area
- ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...enterprise strategic objectives, operational excellence goals, and client advocacy...OperationsTraineeshipWork experience placementWork at officeLocal areaImmediate startShift workDay shift
$77k - $202k
...SummaryThe OpportunityAs a Managed Services - Data Engineer - Senior Associate you will design and develop data... ...raw data into usable insights for clients. As a Senior Associate you will analyze... ...Finance, Mathematics/Statistics, Operations/Supply Chain- Demonstrating data...OperationsFull timeH1b$21.25 - $28.32 per hour
...Description Provides sales, processing, operational, administrative and customer service support to Investment Relationship... ...keeping requirements, maintaining client files and supplies, answering... ..., processes and procedures of the brokerage industry, FINRA and SEC regulatory...OperationsTemporary workWork at officeLocal area- ...to transform how they deliver services — and Jira Service Management... ...Agile consultants and client stakeholders to understand how... ...enabled capabilities to improve operational efficiency, customer experience... ...years) work experience. (If Associate’s Degree, must have minimum 6...OperationsWork experience placementLive inWork at officeLocal area
$33 per hour
We are partnering with a leading financial services company, a Big Four Bank, to recruit a qualified Client Relations Associates for a career-building opportunity. This is... ...experience, education. At least 1 year of Brokerage related experience Series 7 required - MUST...Remote workFlexible hours$60k - $62k
...Client Support Associate Apply: Remote Type: Hybrid Locations: Minneapolis, Minnesota; Las Vegas, Nevada; Charlotte, North Carolina... ..._3562 About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under...Full timePart timeH1bWork at officeImmediate startRemote workWork from homeVisa sponsorship1 day per week- ...Brokerage Client Assistant – RCASTWells Fargo is seeking a Brokerage Client... ...part of the Remote Client Associate Support Team (RCAST) in... ...year of Brokerage and Client Services support experience, or... ...Market, Financial Crimes, Operational, Regulatory Compliance), which...Ongoing contractWork experience placementWork at officeImmediate startRemote work
- ...experience in life insurance or annuity operations and enjoy building strong relationships... ...helping advisors deliver exceptional client service, this could be the perfect next step for... ...entities, including Gradient Insurance Brokerage, which provides life and annuity solutions...OperationsWork at officeRemote work
- ...WMCA-ADP entry role to support Financial Advisors and build a client book. Trainees work toward SIE, Series 7, and Series 66 licenses... ...collaboration, training, and career growth. Role involves client service, relationship building, and joint work with FAs to deliver #J...TraineeshipWork at office
$45k - $70k
...part of our branch serving financial advisors and our clients. As a Registered Client Associate/Operations Associate, become a trusted resource to our clients,... ...communication, people, organizational, and client service skillsAttention to detail coupled with the mindset of...OperationsWork at officeFlexible hours$21.15 per hour
...Part Time Nutrition Services Associate The successful candidate will be an individual who is committed to our district's values by providing... ...including but not limited to; food prep, serve, cashier and operate a dish machine. Must maintain a friendly and professional...OperationsPart time- ...about maintaining customer relationships, providing superior client service, and joining a vibrant team of professionals. In short, you will... ...while marketing client auctions and ensuring the successful operation of clients’ online auction functions, which are a core...OperationsFull timeWork experience placementRemote work
$23 - $24 per hour
...customer experience? We're seeking a Customer Operations Specialist to support a high-impact... ...2+ years of experience in customer service, account support, customer operations, or... ...corporate talent solutions to thousands of clients across the globe. Specialized in accounting...OperationsContract workTemporary work$22 per hour
...We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team in Minneapolis . In this role, you will serve as... ...fraud requests timely in conjunction with the Deposit Operations department Sort, distribute, and process returned...OperationsHourly payTemporary workLocal areaMonday to Friday- ...Client Account Coordinator REMOTE - U.S. ImpactBio is growing, and we're looking... ...internal teams including recruiting, operations, training, and leadership to support client... ...in account coordination, client services, customer support, project coordination,...OperationsWork at officeRemote workFlexible hours
- ...helping leading organizations reinvent service as a driver of customer trust, operational efficiency, and satisfaction. We help clients move beyond traditional cost-focused service... ...(minimum 4 years' work experience). If Associate’s Degree, must have equivalent minimum 5...OperationsWork experience placementLive inWork at officeLocal area
$50k - $70k
...Client Service SpecialistThe Client Service Specialist (CSS) is a valued member of our team... ...Additionally, the CSS handles various operational and administrative tasks to support the... ...with pressure.Education/Experience• Associates degree required. Bachelor's degree preferred...OperationsFull timeWork at officeImmediate startFlexible hoursShift work$80k - $100k
...Freight, Inc. is a veteran-owned, full-service transportation and logistics company providing... ...’re looking for an experienced freight brokerage sales professional who wants to play a... ...You’ll have access to established operational resources, carrier relationships, transportation...OperationsFull timeRemote work$45k - $75k
...for this position is to provide field and client-facing customer service and support. You will assist and... ...information on business processes that the associate supports. Accurately record and escalate product, operational, or technology issues to the appropriate...OperationsFull timeFlexible hours- ...most experienced food and retail service company in the United States. We help our clients take the best breaks possible... ...Communicate the client’s expectations to operations and customer service... ...to treating all Applicants and Associates fairly based on their abilities...OperationsWork at officeLocal areaRemote workFlexible hours
- ...Song accelerates growth and value for our clients through sustained customer relevance. Our... ...industry expertise, we help our clients operate at the speed of life through the unlimited... ...customer support in a digital, self-service manner and you’re ready to apply your knowledge...OperationsContract workLive inWork at officeLocal area
- ...an Administrative Assistant to join our growing wealth management team in Plymouth, MN. This part-time role supports client service and daily operations, with potential to expand to full-time as the practice grows. The successful candidate will handle client communications...OperationsFull timePart time
- ...place to work. \n \n Job Overview \n \n As an At Your Service Center Colleague, you are at the heart of delivering a... ...you’re helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping...OperationsFull timePart timeAll shiftsFlexible hoursShift workNight shiftAfternoon shift
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