Client Services Associate
$50k - $55kTRC Talent Solutions
Base pay range $50,000.00/yr - $55,000.00/yr TRC Talent Solutions is hiring a Client Processing Associate for a large wealth management firm! This is a direct hire, hybrid role in the St. Pete area! Location St. Petersburg, FL Responsibilities Review advisor-provided data and generate complete, compliant account paperwork for client signatures. Process and follow up on brokerage and non-brokerage account requests, including account openings, maintenance, and advisor transitions. Deliver high-quality service and operational support to independent financial advisors across the U.S. Collaborate with team members through cross-training and provide coverage during high-volume periods. Partner with clearing firms to resolve routine processing requests and provide timely status updates. Handle inbound and outbound calls with advisors in a professional, service-oriented manner. Qualifications Bachelor's Degree preferred 2 years of financial services experience preferred Familiar with wealth management platforms Seniority level Entry level Employment type Full-time Job function Customer Service #J-18808-Ljbffr TRC Talent Solutions
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Saint Petersburg, FL vacancy
$65k - $75k
...advice, generally focused on index funds, to clients across the United States. Our growth has... ...its high standards for excellent client service while remaining in compliance with all... .... Job Description As a Client Services Associate at One Day In July, you will assist the...SuggestedFull timeWork at office- ...Job Description Job Description Job Title Corporate Lending Assistant Banesco USA is seeking a Client Service Associate III for our Tampa Bay Corporate Banking Department located in St. Petersburg. Primary Job Duties: Assist the assigned Relationship...SuggestedTemporary workWork at officeWorldwide
- ...Registered Client Service Associate Celebrating more than 60 years of 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 oriented...SuggestedWork experience placementWork at office
- ...Wealth Management Client Associate Saint Petersburg, Florida To proceed with your application, you must be at least 18 years of age.... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Saint Petersburg, FL1 day ago - ...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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Saint Petersburg, FL3 days ago - ...opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Branch organization, you will be based... ...outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby...Full timeTemporary workPart timeWork experience placementWork at office
- ...About This Role: The purpose of the Community Services Specialist position is to assist community members in applying... ...Health and throughout Pinellas County. What You'll Do: Client Support & Resource Navigation Assist clients with applications...Local areaMonday to FridayWeekend workAfternoon shift
Evara Health
Saint Petersburg, FL15 hours ago $135k - $200k
...issues, damages, and case exposure. Communicate effectively with clients, insurance carriers, opposing counsel, experts, and other... ...sound legal judgment while maintaining high standards of client service and advocacy. Qualifications ~2+ years of civil litigation...Remote workOrion Placement
Saint Petersburg, FL4 days ago$10k
...or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with... ...supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales...Work at officeFisher Investments
Saint Petersburg, FL2 days ago- ...Representative who is proficient in using ServiceTitan, a leading field service management software. As an ISR with ServiceTitan expertise, you... ...seamless coordination between our field technicians and clients. Your proficiency in ServiceTitan will be instrumental in...Flexible hoursShift work
Truchoice Roofing
Saint Petersburg, FL3 days ago - ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of...Full timeFlexible hours
$20 - $22 per hour
...their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform. As Paychex and... ...join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work. At Paychex, you'll have...Hourly payFull timeContract workPart timeInternshipLocal areaFlexible hours- ...Client Service Rep-Personal Lines We are W3 an IMA Company, an independent insurance agency founded in 1925. We have a rich history of... ...Why Join IMA? We've built a reputation for putting our associates first What if we told you that you could be an integral part...Temporary workInternshipLocal areaFlexible hours
- ...position in securing families' financial well-being. Typical day-to-day tasks include: Conducting virtual consultations with clients. Assessing clients' needs and imparting knowledge on solutions. Cultivating lasting client relationships through consistent,...Weekly payWork from homeFlexible hours
- ...Client Services Representative - Commercial Lines The ideal candidate will be extremely customer service oriented and will represent... ...Why Join IMA? We've built a reputation for putting our associates first What if we told you that you could be an integral part...Temporary workInternshipWork at officeLocal areaFlexible hours
- ...Property and Casualty Client Service Specialist St. Petersburg, FL FinTrust Connect has partnered with a specialized insurance organization to identify a Client Service Specialist for an opportunity supporting builder-focused commercial insurance operations. This position...
- ...Customer Service Representative Position- Fully Remote Our customer service representative, or CSR, will act as a connection, providing... ...information and resolving developing problems that our clients might face with precision and competence. The best CSRs are...Remote work
$17 per hour
...Coordinator (Capital Access) to work with direct client at St. Petersburg, FL Contract - W2 Hybrid St.... ...department in the capacity of a Capital Access Associate. This particular department offers a variety of banking services (debit cards, checking accounts, savings...Contract workWork at officeMonday to Friday3 days per week$75k - $90k
...team. As a Customer Experience Representative, you will support clients across inbound phone and written channels and help them grow in... ...66 license. At least 3 years of client-facing financial services experience, including at least 1 year at a retail brokerage, preferably...Temporary workWork at officeWorldwideMonday to Friday- ...our St. Petersburg, FL Corporate Office. What You Will Do The Client Portfolio Specialist supports ARK’s Client Portfolio Management... ...for a professional with a solid foundation in finance or client service who is looking to grow their experience working closely with senior...Full timeWork at officeLocal areaFlexible hours
- ...employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and... ...significant level of guidance and direction, provides customer service for one or more Paychex products. Uses prescribed guidelines to...Local areaFlexible hours
- ...Center, Inc. seeks compassionate Customer Ambassadors to support clients at outpatient locations across Pinellas County. You will greet... ...environment. This role emphasizes strong customer service, accurate data entry, multi-tasking, and reliability, with required...
- ...Provides community development guidance and case management for clients in assigned counties. ESSENTIAL DUTIES AND RESPONSIBILITIES:... ...population. Monitors, evaluates, and maintains community service network in ALPI service areas. Determines client eligibility...
The Agricultural and Labor Program Inc
Saint Petersburg, FL20 days ago - ...mail, document scanning, reception, and related office support services for Fortune 500 companies, professional service firms, and... ...rather than just a job. With a team of over 1,500 nationwide associates, TMG is seeking an individual who can uniquely contribute to our...Work at officeLocal area
The Millennium Group
Saint Petersburg, FL9 days ago $75k - $90k
...team. As a Customer Experience Representative, you will support clients across inbound phone and written channels, own complex trading-... ...one after hire. At least 3 years of client-facing financial services experience, including at least 1 year at a retail brokerage,...Temporary workWork at officeWorldwideMonday to Friday- ...Automotive Service Advisor OpportunityCrown Volvo Cars has an opportunity for an experienced Automotive Service Advisor!The position... ...people - customers, service technicians, service managers, parts associates, parts managers, sales associates, and sales managers to name...Temporary workWeekend work
Crown Eurocars of Dublin
Saint Petersburg, FL2 days ago $80k
...and we'd love to have you grow with us Atlantic Coast Enterprises in St. Petersburg, FL is seeking to hire a full-time Automotive Service Advisor who is passionate about the auto industry and motivated to ensure positive customer experiences. Does spending your day...Base plus commissionFull timeTemporary workAtlantic Coast Enterprises
Saint Petersburg, FL2 days ago- Crown Volvo Cars has an opportunity for an experienced Service Advisor! The position includes interacting daily with a range of people... ...- customers, service technicians, service managers, parts associates, parts managers, sales associates, and sales managers to name...Temporary workFlexible hoursWeekend work
Crown Volvo Cars
Saint Petersburg, FL2 days ago - ...connection and collaboration that strengthens our teams, supports our clients, and enhances our culture. While travel requirements vary by... ...business, loyalty program, priorities and goals.Own the Client Services planning cadence, including near-term priorities, 90-day...Remote workFlexible hours
Kobie Marketing
Saint Petersburg, FL1 day ago - ...company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies...Work at officeLocal areaDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
Related searches
- veterans service officer Saint Petersburg, FL
- community services specialist Saint Petersburg, FL
- facility service associate Saint Petersburg, FL
- office service associate Saint Petersburg, FL
- information technology and services consultant Saint Petersburg, FL
- public service officer Saint Petersburg, FL
- service consultant Saint Petersburg, FL
- service advisors Saint Petersburg, FL
- part time service advisor Saint Petersburg, FL
- human services program consultant Saint Petersburg, FL