Client-Focused Office Administrator - Financial Services
Edward Jones
Edward Jones is seeking a Branch Office Administrator (BOA) to join our team in the United States. You will support financial advisors by handling client communications, account-related tasks, and administrative duties to ensure a seamless client experience. This role emphasizes strong client service, attention to detail, and the ability to work with a team across the branch, region, and home office. A comprehensive training program and broad benefits are provided to new associates. #J-18808-Ljbffr Edward Jones
$66.7k - $75k
...We’re a diversified financial services leader with more than... ...assets under management, administration and advisement as of... ...and institutional clients. We are a longstanding... ...insurer. Our unwavering focus on our clients and... ...F-1 OPT, TN). In-Office Collaboration We are...SuggestedFull timePart timeH1bWork at officeWork from homeVisa sponsorship1 day per week- ...States is seeking dedicated individuals for a work-from-home financial services role focused on protecting families and providing peace of mind. You... ...with a team, and grow professionally while helping clients secure their financial futures. The role values integrity...SuggestedRemote workWork from homeFlexible hours
- ...firm, partnering with clients to solve the world’s most... ...worldwide, our services are in great demand. We... ...Environmental Compliance focused with expertise in environmental... ...based out of AECOM's offices in Houston, TX; Austin... ...with client needs and financial objectives.Provide...SuggestedContract workWork at officeLocal areaWorldwideFlexible hours
$26 - $28 per hour
Office Administrator (Full Time Onsite: Maple Grove, MN) (1469482) Maple Grove,... ...the Opportunity Beacon Hill's client is seeking a professional, organized, and customer-focused Office Administrator to serve... ...exceptional customer service while keeping operations running...SuggestedHourly payFull timeWork at office$34.2k
Equitable Advisors in Minneapolis seeks a driven financial professional to engage clients, develop personalized financial strategies, and consult on products and services. You will complete licensing through FINRA sponsorship (SIE, Series 7, 66, Life & Health) and participate...Suggested- Larson Financial Group is looking for a dedicated Financial Planner in Minneapolis, MN. This role requires strong client interaction to help clients meet their financial goals through comprehensive planning and exceptional service. The ideal candidate will possess a minimum...
$139.46k - $188.68k
...understanding of impact and success metrics to focus and reprioritize efforts. Collaborate... ..., and an unwavering commitment to our clients. Shapes and/or supports a culture that... .... Knowledge and experience working in financial services, ideally wealth management. The...Hourly payFull timeLocal areaFlexible hours$50k - $55k
...Description Are you ready to kick-start your career in the financial services industry? Berger Financial Group is seeking a detail-oriented... ...dedicated individual to join our Central Services Team as a Client Services Associate. This role will offer you a unique opportunity...Monday to Friday$50k - $75k
...Sales Team Member to join Tony Hoaglund’s agency in Champlin, MN. This role involves developing client relationships and providing tailored insurance and financial services. The ideal candidate will have over 3 years of experience and preferred licenses in insurance and...- ...volume of applicants. Join a financial services firm where your... ...first. With over 9 million clients and 20,000 financial advisors... ...privately-owned, placing the focus on our clients rather than... ...fulfilling career, the Branch Office Administrator (BOA) role may be the right...Full timeTemporary workWork at officeHome officeFlexible hours
- ...Description Job Description Fortune Financial is an established financial services practice that provides... ...families. Our team works closely with clients to understand their goals and develop... ...environment. This is an in-office position where team collaboration...Temporary workWork at office
- Cox Automotive Inc. is seeking a detail-oriented role focused on resolving client issues in collaboration with the national sales team, auction representatives, and stakeholders. The position emphasizes accurate data entry, account management, and coordinating vehicle-related...
$25k
...Support Services Representative The Support Services Representative... ...the core duties of the Client Services position. The above... ...# Strong work ethic with a focus on quality and responsiveness... ...degree preferred in Business Administration, Technology, Finance, Banking...Remote workFlexible hours$24.87 - $41.45 per hour
A financial services provider is seeking a dedicated professional in Minneapolis, MN to manage client relationships and support account representatives. The role requires a minimum of 4 years of experience and a Bachelor's degree in a relevant field. Strong customer service...Hourly pay$41.2k - $76.8k
...Senior Client Service Representative Our not-so-secret sauce. Award-winning, inclusive,... ...seeking limitless possibilities. With 200 offices across North America, we combine the personalized... ...in the agency management system with a focus on accuracy and timeliness. Enter...Minimum wageLocal areaNight shift- ...Description At Foster Klima, we’re dedicated to empowering clients and advisors to achieve lasting financial success. As an Operations Manager in our dynamic... ...organizational skills, and a passion for client service. Your Securities Licensing (Series 7, 63/66) is required...Immediate start
$21 - $27.5 per hour
...Office Services AssistantThe Office Services Assistant provides general clerical and administrative office support assisting in daily office and operational needs of the business... ...customer service and client focused skillsExcellent organizational skills...Temporary workWork at officeWeekend work$21 - $27.5 per hour
## Office Services Assistant, TemporaryApplylocations: USA... ...assurance firm, providing clients with a genuine coast-... ...the world’s leading financial centers – New York,... ...general clerical and administrative office support... ...customer service and client focused skills* Excellent...Temporary workWork at officeLocal areaWorldwideWeekend work- ...located in Maple Grove, Minnesota, is seeking an outgoing and customer-focused individual for an insurance agent position. The role involves establishing customer relationships, educating clients about insurance options, and developing leads. Ideal candidates will possess...
- Berger Financial Group in Plymouth, MN is seeking a detail-oriented Client Services Associate to join our Central Services Team. You will support client onboarding, account setups, asset transfers, and ongoing communications with clients and advisors to ensure accuracy...
- Berger Financial Group, headquartered in Plymouth, MN, is seeking a detail-oriented Client Services Associate to join our Central Services Team. This role presents a unique opportunity for career growth in the dynamic financial services sector. You will prepare account...
- ...Private Wealth Advisor Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity... ...their sector, boasting a stable and client-focused environment. In their Private Wealth Management...
- ...coordinator in Minneapolis to support loan processing, deposits, and client service. You will work with private bankers and cross-functional teams... ..., risk management, and regulatory adherence, with a focus on high-net-worth client service and accurate reporting. #J-1...
- ...Administrative Assistant The Administrative Assistant works with... ...to support the clients and Wealth Advisors of the Crossroads Financial Group. The focus of this role is to provide... ...welcoming, professional client service in the front office. Directing phone calls, greeting...Part timeWork at officeMonday to Friday
$21 - $23 per hour
...Veterinary Receptionist / Client Service Representative Elm Creek Animal Hospital is seeking... ...highly organized, and thrive in a team-focused customer service environment.... ...accurately process payments and maintain financial records ~ Positive attitude and willingness...Hourly payFull timePart time$17 per hour
...contribution (after 1 year of service) ~ Paid time off (17 days... ...role operates in a professional office setting, routinely working... ...our attorneys and staff are focused on finding pragmatic solutions... ...producing remarkable results for our clients. Messerli Kramer serves...Hourly payFull timeWork at officeRelocation package$138k - $185.35k
...Property Tax Senior Manager in Minneapolis, MN. This role involves overseeing the property tax team to ensure compliance, managing client relationships, and preparing annual property tax filings. Key responsibilities include responding to client inquiries, managing audits...- ...management firm overseeing $175M in client assets and scaling toward a $... ...estate planning, integrating financial, tax, and legal strategies to... ...Wealth Management & Client Service provides leadership,... ...ensure seamless client journeys. Focus Areas Strategy: Develop and...
$100.1k - $185.9k
...company’s success. As a Client Solution Advisor... ...preferred.PNC is an in-office company that fosters a... ...complex new products and services for clients. Analyzes... ...employees to be:Customer Focused - Knowledgeable of the... ...wellness program with financial incentives.In addition...Full timeTemporary workPart timeWork experience placementBank staffWork at office- ...Worker Role providing services for TIAA’s family of companies... ...business needs.Senior Client Reporting... ...communicates with clients and focuses on onboarding new... ...binding and shippingProvide administrative support to client... ...Creative Cloud), Microsoft Office (Word, Excel,...Full timeWork at office
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