Top 94959 Client Service Assistant Jobs

Client Service Assistant
Encircle Wealth Advisors —McKinney, TX
- $50,000 - $52,000 a year
- Full-time
- Research
- Mid-level
- Office
Quick Apply
Client Service Representative
Oceanside Veterinary Clinic —Charleston, SC
- $17 - $22 an hour
- Part-time
- Customer service
- Ability to walk for extended periods
- Word processing
- Paid holidays
- Health insurance
Quick Apply
Putnam - 3rd shift - Fr Sa Sun - Companion Home Healthcare – Caregivers ILST Recovery Assistant RA, CNA, PCA, Brain Injury
ABI Resources LLC —Putnam, CT
- Experience working with individuals with disabilities
- Pass drug screening
- Mid-level
Quick Apply
Killingly - 3rd shift - Fr Sa Sun - Companion Home Healthcare – Caregivers ILST Recovery Assistant RA, CNA, PCA, Brain Injury
ABI Resources LLC —Killingly, CT
- Experience working with individuals with disabilities
- Pass drug screening
- Mid-level
Quick Apply
Client Services Assistant
BELAY —Remote
- $25 - $35 an hour
- Contract
- Remote
- Background check
- Mid-level
- Travel
6d
Client Intake Coordinator
Vaksman Khalfin, PC —Remote
- $14 - $18 an hour
- Full-time
- Remote
- Customer service
- Administrative experience
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
10d
Physical Therapist Assistant
Phoenix Home Care and Hospice —Overland Park, KS
- $60,000 - $80,000 a year
- Full-time
- Background check
- Physical & Rehabilitation Medicine
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
Grain Merchandising Assistant
Lighthouse Commodities, LLC —Bismarck, ND
- $75,000 - $100,000 a year
- Full-time
- Background check
- Merchandising
- Pass drug screening
- Relocation assistance
- Health insurance
Quick Apply
12d
Registered Dietitian
Winnebago Comprehensive Healthcare System —Winnebago, NE
- Full-time
- Background check
- Hospital
- Ability to walk for extended periods
- Health insurance
- Dental insurance
Quick Apply
Paralegal
Geiger Teeple Robinson & McElwee PLLC —Alliance, OH
- Full-time
- Background check
- Mid-level
- Office
- Free parking
- Wellness program
Quick Apply
14d
Assistant Accounting Manager (Manager Successor Opportunity)
Porter Kiakona Kopper, LLC —Honolulu, HI
- From $62,400 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- AD&D insurance
- Paid holidays
Quick Apply
Administrative Assistant - Legal Office Support
Duncan Disability Law, SC —Nekoosa, WI
- From $16.50 an hour
- Full-time
- Microsoft Outlook
- Administrative experience
- High school diploma or GED
- Dental insurance
- Paid time off
Quick Apply
8d
Licensed Real Estate Agent - New Home Sales
JWilliams Staffing, Inc. —Buckeye, AZ
- $15.50 - $16.00 an hour
- Full-time
- Office
- Real Estate License
- Fair chance
- Professional development assistance
Quick Apply
Executive Secretary
CAD Law, LC —Salina, KS
- $18 - $20 an hour
- Full-time
- Google Workspace
- Microsoft Excel
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
7d
Interior Designer
Pat Scales Remodeling —Columbus, OH
- $70,000 - $75,000 a year
- Weekends as needed
- Background check
- Construction site
- 5 years
- Paid holidays
- Health insurance
Quick Apply
Licensed Medical Aesthetician
NicholsMD of Greenwich —Fairfield, CT
- From $30 an hour
- 8 hour shift
- Private practice
- Cosmetology License
- Customer service
- COVID-19 protective measures
- Health insurance
Quick Apply
Pathology Assistant
Medipath, LLC —Coral Gables, FL
- $50 - $60 an hour
- Full-time
- Surgery
- Mid-level
- Office
- Health savings account
- Relocation assistance
Quick Apply
13d
Marketing & Operations Assistant
Hawaii Off Grid Architecture and Engineering —Haiku, HI
- $26 - $28 an hour
- Full-time
- Customer service
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Workers' Compensation Claims Examiner
JT2 Integrated Resources —California
- From $90,000 a year
- Full-time
- Mid-level
- 3 years
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Administrative Assistant - Social Security Disability Claims
Duncan Disability Law, SC —Nekoosa, WI
- From $16 an hour
- Full-time
- Office
- Administrative experience
- Data entry
- Dental insurance
- Paid time off
Quick Apply
8d

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Client Service Assistant

Encircle Wealth Advisors
McKinney, TX

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Job Details

Full-time
$50,000 - $52,000 a year

Qualifications

Customer communication
Financial product expertise
Financial services

Full Job Description

Encircle Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc., is conveniently located near the 121 and Custer intersection. We are a focused, award-winning, driven wealth management practice. Our caring financial planning practice helps lead clients to their financial goals such as retirement, college education for children and helping business owners.

We are looking for an ambitious Client Service Assistant/Paraplanner with high attention to detail to join our fast-paced team. The Client Service Assistant will primarily assist financial advisors and the team in the financial planning workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and performing work activities.

This role provides support by scheduling meetings, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects, working with clients to resolve issues and other practice management tasks as needed.

Responsibilities include, but are not limited to, the following:

Schedule client appointments and prepare agendas/forms for appointments
Running investment reports and other client meeting documents
Processing and tracking new business and services on existing accounts
Providing information and research to our advisors regarding accounts and investments
Executing client projects and performing related work as required

Key Traits of a Successful Client Service Manager/Paraplanner:

Direct attention to detail and organization
Effective communication with clients and other advisors/staff
Effective and efficient time management

Requirements:

2- 3 years of insurance or financial services experience
15 years of general work experience
Exceptional attention to detail and organizational skills
Basic knowledge of financial services products and strong desire to learn the financial planning and investment management process
A self-starter who’s always looking for ways to help and grow with a positive attitude

Starting Base Salary: $50,000 to $52,000. Salary range is commensurate with experience.

Job Type: Full-time

Pay: $50,000.00 - $52,000.00 per year

Application Question(s):

Do you live within a 10-mile radius of our office location?
Do you have at least 15-years of general work experience?

Quick Apply

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Client Service Assistant jobs

Client Service Assistant

Client Service Representative

Putnam - 3rd shift - Fr Sa Sun - Companion Home Healthcare – Caregivers ILST Recovery Assistant RA, CNA, PCA, Brain Injury

Killingly - 3rd shift - Fr Sa Sun - Companion Home Healthcare – Caregivers ILST Recovery Assistant RA, CNA, PCA, Brain Injury

Client Services Assistant

Client Intake Coordinator

Physical Therapist Assistant

Grain Merchandising Assistant

Registered Dietitian

Paralegal

Assistant Accounting Manager (Manager Successor Opportunity)

Administrative Assistant - Legal Office Support

Licensed Real Estate Agent - New Home Sales

Executive Secretary

Interior Designer

Licensed Medical Aesthetician

Pathology Assistant

Marketing & Operations Assistant

Workers' Compensation Claims Examiner

Administrative Assistant - Social Security Disability Claims

I want to receive the latest job alert for Client Service Assistant

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