Financial Client Services Associate - Onboarding
711 MS Smith Barney, LLC
711 MS Smith Barney, LLC in Albuquerque, NM is looking for a candidate who can provide client support and administrative help in the financial services sector. Candidates should have a high school diploma, active series licenses, and knowledge of financial products. The role requires exceptional organization and interpersonal skills, with an emphasis on teamwork in a fast-paced environment. Interested applicants are encouraged to apply to become part of a diverse workplace. #J-18808-Ljbffr
- ...A leading financial services firm in Albuquerque is seeking a Registered Client Service Associate to provide exceptional client support and administrative assistance to Financial... ...transactions, and assisting with onboarding processes. This is an excellent opportunity...Suggested
- 130 Raymond James Financial Services, Inc. is seeking a Client Service Associate to provide exceptional customer service and support to our financial advisors. The ideal candidate will have a background in the financial industry and demonstrate strong organizational and...Suggested
- ...Position Summary Clients are our main priority at Prevender Financial Services, and we are committed to personalized service. As we evolve, we are seeking a Client Service Associate who shares our vision and values. This role will represent our firm with strong customer...SuggestedFor contractorsWork experience placementWork at office
- ...Alternate Titles Financial Advisor Retirement Transition · Sell Your... ...States (nationwide; in-person client continuity preferred in the... ...securities and investment advisory services through Equity Services, Inc.... ...Platform Support for Associates Training allowance and performance...SuggestedFull timeLocal areaFlexible hours
- ...others? If you answered “ yes ” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Albuquerque site. In this full-... ...to more sophisticated calls related to our clients 401K plans. In the subsequent months, you will...SuggestedHourly payFull timeWork at officeWork from homeMonday to FridayShift work
- ...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... ...(e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting...Full timeWork at officeLocal area
- ...When a banker looked at a client, they wouldn't just see a number... .... We strive for all of our associates to feel welcome and... ...looking to build a career in financial services. We will provide you training... ...and coaching throughout your onboarding experience, as well as on...Work experience placementRemote workFlexible hours
- ...~ Paid time off About the Role: Join M&F Auto Sales as a Dealership Sales Associate/Back up Finance, where you'll play a vital role in delivering exceptional customer service and facilitating vehicle financing. This is an exciting opportunity to work in a dynamic...Flexible hours
$69.23k - $149k
...and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We... ...Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy... ...and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching...Local areaFlexible hours- ...Make an impact providing expert financial advice with heart. Thrivent... ...different kind of financial services firm, one that puts generosity... ...’s comprehensive advisor onboarding program. After onboarding, you... ...achievable advice and connect clients to Thrivent products and programs...Local area
- ...MassMutual New Mexico is the fastest-growing financial services firm in the state, built on a vision... ...are committed to fostering meaningful client relationships and delivering... ...provide a comprehensive training and onboarding support system designed to help you, the...Contract workFor contractorsWork at officeImmediate start
- ...responsible for processing daily financial transactions, assessing... ...role in delivering a seamless onboarding and overall membership experience... ...union's mission, vision, and service standards. The role requires... ...year of customer service or client-facing experience, preferably...Temporary workWork at officeFlexible hoursShift work
$35.75k - $52.04k
...recommending and selling products and services. Personal Bankers use their... ...to identify needs and offer financial solutions to help customers... ...conversations that deepen client relationships while meeting... ...varied benefits to eligible associates, such as Paid Time Off; a 401...Local areaFlexible hoursAfternoon shift$41.71k - $65k
...Jefferson branch Delivers exceptional service to BMO customers and prospects.... ...provides advice and guidance regarding financial solutions that are in the best interests... ...and small business solutions). Offers clients advice and guidance on available digital...Contract workPart timeLocal areaImmediate startDay shift$19.71 per hour
...strengthen your community's financial health? Looking for an employer... ...consumers and business clients across nine Western states. Our... ...solutions. * Open new accounts, onboard new relationships, originate... ...simplicity, discipline, and service. In addition, they must be kind...Full timeWork at office- * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume... ...and recommend bank products and services to support their financial success * Follow established policies in accordance with the...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...Koitecc Solutions seeks a motivated individual to provide exceptional service and financial advice to customers. The role involves engaging with clients to identify their financial needs and recommending tailored solutions to enhance their banking experience. With 2-3...
$37.8k - $51.98k
...on the idea that transforming financial lives starts by giving our... ...inclusive environment, and our associates dedicate thousands of hours to... ...and launch your financial services career in our call center! New... ...trajectory. Partner with our team and clients to: Provide excellent...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaMonday to FridayFlexible hours- ...policies, and regulatory guidelines. Delivers accurate and courteous service to internal and external members, responds to basic loan-... ...Experience and Education Minimum of 6 months of experience in a financial institution. Minimum of 6 months of customer service...Work at officeShift work
- ...WealthBridge Financial Group is looking for experienced financial advisors in Albuquerque... ...focus is on providing a clear path for client continuity while enabling advisors to engage... ...advisors, including client service continuity and valuation of client books...Flexible hours
- ...than a job-it's a career, and one in the financial world! We pride ourselves on helping... ...information and cross-sells deposit and business services. Assists Business Services personnel as... ...in networking groups, Commercial Associations. Assumes responsibility for...Full timeTemporary workCasual workLocal area
$10k - $49.99k
...Alamogordo, NM · Gallup, NM Location: Financial Advisor Trainee Albuquerque ·... ...175 years of history helping clients navigate life's financial... ...and investment advisory services through Equity Services, Inc.... ...framework: WealthBridge's New Associate Program follows a structured...Contract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaRelocationFlexible hours- A leading financial services provider is seeking experienced Financial Advisors to help clients achieve their financial goals. You will meet with existing and prospective clients using technology and marketing resources to grow your business. The ideal candidate should...Remote workFlexible hours
- ...Description Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We... ...members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture...Full timeLocal area
- ...Variable Annuity Life Insurance Company is seeking a passionate Financial Advisor to provide personalized retirement and financial... ...technology and extensive marketing support. You will work closely with clients to guide them in planning their financial future and will...Remote work
$58.44k
...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...'s degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree...Contract workTemporary workWork experience placementWork at office$105k - $150k
...About the job Senior Financial Consultant Job Title: Senior Financial Consultant - Native American Consulting... ...advisor and provides fiduciary investment consulting services to both tax-exempt and taxable clients. Ulrich specializes in delivering a broad range of...Contract workTemporary workWork at office$50k - $80k
...Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow... ...seeking a Wealth Management Advisor to join Kirtland Financial Services! This is a regular, full-time, 100% On-Site position. Join...Full timeTemporary workLocal area- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial... ...time-tested financial principles and a client-first philosophy. We inspire and motivate... ...program designed for veterans, transitioning service members and military spouses to start...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Financial Advisor LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Kirtland Credit Union in Albuquerque... ...Union as a Financial Advisor associated with LPL Financial. Under this...Local area
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