Top 57797 Client Account Associate Jobs

Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA
Thrivent —Bellevue, WA
- $70,000 - $105,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Labor and Employment Attorney
Tully Rinckey —Austin, TX
- $120,000 - $200,000 a year
- Full-time
- 5 years
- In-person
- Senior level
- Health savings account
- Health insurance
Quick Apply
Associate Veterinarian - Small Animal
Twin Pines Veterinary Clinic —Askov, MN
- From $125,000 a year
- Full-time
- Surgery
- Patient care
- In-person
- Health savings account
- Paid holidays
Quick Apply
Family Support Specialist - Social Worker
Families First Counseling Services —Hampton, IA
- $36,000 - $45,000 a year
- Weekends as needed
- Background check
- Mid-level
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
Litigation Paralegal
Franklin D. Azar & Associates, PC —Lakewood, CO
- $60,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Litigation Paralegal
Franklin D. Azar & Associates, PC —Colorado Springs, CO
- $60,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Technician
ServiceMaster Restoration Services —Saco, ME
- $20.00 - $20.50 an hour
- On call
- Mid-level
- Driver's License
- Driving
- Health savings account
- Disability insurance
Quick Apply
Associate Clinician
Elwyn Pennsylvania —Milton, DE
- $20 an hour
- Full-time
- Background check
- Residential
- Driver's License
- 403(b) matching
- Health savings account
Quick Apply
Client Support Associate (Wealth Management) 3 years experience
R. M. Davis, Inc. —Portland, ME
- Up to $30 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Profit sharing
- Health savings account
Quick Apply
14d
Geotechnical Field Technician
Geo-Technology Associates Inc. —York, PA
- Overtime
- Construction site
- Residential
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
Family Support Specialist - Social Worker
Families First Counseling Services —Grundy Center, IA
- $36,000 - $45,000 a year
- Weekends as needed
- Background check
- Mid-level
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
Legal Patient Advocate
MED-1 Solutions, LLC —Greenwood, IN
- $15 an hour
- Multiple hires
- Microsoft Excel
- Microsoft Outlook
- Sales
- Profit sharing
- Paid training
Quick Apply
Trust & Treasury Analyst
Hodgson Russ LLP —Buffalo, NY
- $49,200 - $60,450 a year
- Full-time
- Background check
- Customer service
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
Retail Banker
Dieterich Bank —Teutopolis, IL
- $17 - $22 an hour
- 8 hour shift
- Office
- In-person
- 1 year
- Profit sharing
- AD&D insurance
Quick Apply
Landscape Design Sales Position
Outdoor Excapes of Lake Minnetonka, Inc —Long Lake, MN
- $40,000 - $150,000 a year
- Email
- AutoCAD
- Sales
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Associate Analyst, Business License
DuCharme, McMillen & Associates Inc —Indianapolis, IN
- Overtime
- Research
- Mid-level
- High school diploma or GED
- Paid parental leave
- Parental leave
Quick Apply
Care Coordinator- Bilingual, Spanish- Aurora
Senior Services Associates, Inc —Aurora, IL
- $22.00 - $26.50 an hour
- Full-time
- Background check
- Spanish
- Nursing
- Paid training
- Mileage reimbursement
Quick Apply
Insurance Account Development Associate (copy4)
Farmers Insurance Agency —Warrendale, PA
- $36,000 - $56,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Mentoring
- Leadership
- Opportunities for advancement
Quick Apply
6 Month Follow-Up Care Coordinator- Bilingual, Spanish
Senior Services Associates, Inc —Aurora, IL
- $22 - $24 an hour
- Full-time
- Spanish
- Nursing
- RN License
- Paid training
- Mileage reimbursement
Quick Apply
Associate Banker-Bilingual Chinese Preferred
East West Bank —Irvine, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement

I want to receive the latest job alert for Client Account Associate

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA

Thrivent -
Bellevue, WA

Quick Apply

Job Details

$70,000 - $105,000 a year

Qualifications

Confidential information handling
Research
Life & Health Insurance License

Full Job Description

About Ascend National Wealth Advisors:
At Ascend National Wealth Advisors, we offer personalized financial strategies designed to reflect your unique values and grow with you over time. We begin with a thorough discovery process to understand your goals, concerns, and financial outlook, allowing us to craft a strategic, adaptable plan tailored to your life. From implementation to ongoing guidance, we’re by your side every step of the way, helping you stay on course and seize new opportunities as they arise. We view ourselves as an extension of your family, dedicated to your long-term success and always putting your needs first.

Job description: This position provides licensed financial and non-financial support to Ascend National Wealth Advisors and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent clients and their families. Responsibilities may include working with a Lead Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain clients, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of “community” with and among clients and prospects. The Associate Advisor reports to and is employed/contracted by the Lead Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Responsibilities:
The Associate Advisor has the following responsibilities and duties:

Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
Facilitate and/or co-present product specific seminars and/or workshops as necessary
Participate in business planning for the Practice as needed
Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
Open and complete product applications
Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)
Obtain member/customer financial and/or suitability information
Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
Assist financial representatives in the preparation and follow up for the member/customer meetings
Collaborate with financial representatives to assist client with product changes
Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
Additional responsibilities may be assigned in accordance with licensure and business needs
participate in client meeting held by other advisors as directed
Work with CSA to send paperwork for client signature and follow-up as needed until signed.
Submit applications that require meeting with the client to complete.
Complete redemptions, purchases, exchanges, fund transfers, and other financial management requests from advisory team
Send appointment follow-up thank you and action items via email (Insights & Next Steps)
Monitor pending recommendation implementation, i.e. ensure that tasks are completed
Make follow-up calls that require licensing as requested by advisory team or Customer Service Coordinator
Respond to client emails or phone calls:
- Assess current need of client including timeline
- Directly respond to items that do not require specific case analysis
- Communicate between client and planning team or lead advisor to answer questions that do require case analysis
Make calls with clients to request rollovers and transfers of their retirement accounts
Document all client interactions in Salesforce profile

Qualifications:

Securities registered (series 7 & 66 or 6 & 63)
WA State Life and Health insurance licensing
3+ years customer service experience
Excellent communication skills, verbal and written
Ability to thrive in high volume, fast paced environment
Strong attention to detail
Knowledge of business technology such as Microsoft Word, Excel, Outlook, Salesforce, and DocuSign or ability to learn
Ability to work independently, prioritize tasks, and self-direct to meet deadlines
Ability to maintain the integrity of sensitive/confidential information
Desire to work collaboratively and support peers

Compensation

Base salary ranging from $70,000 to $105,000, depending on experience, with additional performance-based incentive compensation.

As part of the Ascend National Wealth Advisors recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Pay Transparency

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

Quick Apply

Refine Your Search

Client Account Associate jobs

Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA

Labor and Employment Attorney

Associate Veterinarian - Small Animal

Family Support Specialist - Social Worker

Litigation Paralegal

Litigation Paralegal

Technician

Associate Clinician

Client Support Associate (Wealth Management) 3 years experience

Geotechnical Field Technician

Family Support Specialist - Social Worker

Legal Patient Advocate

Trust & Treasury Analyst

Retail Banker

Landscape Design Sales Position

Associate Analyst, Business License

Care Coordinator- Bilingual, Spanish- Aurora

Insurance Account Development Associate (copy4)

6 Month Follow-Up Care Coordinator- Bilingual, Spanish

Associate Banker-Bilingual Chinese Preferred

I want to receive the latest job alert for Client Account Associate

Related Searches

Explore jobs in more locations

Compensation

Job Seeker Tools

Employer Tools

Browse

Stay Connected