Top 61760 Client Solutions Associate Jobs

Client Services Associate
Pyramid Consulting, Inc —Jacksonville, FL
- $45 - $47 an hour
- Urgently hiring
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
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Client Experience Associate
PNC Financial Services Group —Miami Gardens, FL
- Full-time
- Spanish
- Office
- No degree
- Wellness program
- Health savings account
Client Success Associate
The Human Reach —Remote
- $0 a year
- Full-time
- Remote
- English
- 1 year
- Leadership
- Health insurance
- Dental insurance
Quick Apply
Client Solutions Associate
HireNow Staffing —San Francisco, CA
- $72,000 - $88,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Quality control
- Recruiting
- Health insurance
- Dental insurance
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Customer Care Associate
Health Advocate —Remote
- From $16.50 an hour
- Full-time
- Remote
- Medical office experience
- HIPAA
- Organizational skills
- Paid holidays
- Health insurance
Client Services Associate
Rubicon —Atlanta, GA
- From $20 an hour
- Weekends as needed
- Hybrid work
- Mid-level
- High school diploma or GED
- Bachelor's degree
Client Success Associate - SaaS Software
TEXO —Remote
- $45,000 - $50,000 a year
- Full-time
- Remote
- Bachelor's degree
- Travel
- Organizational skills
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Commercial Lines Service Consultant (required to have an active Property & Casualty license)
InsureOne Insurance Services America LLC —Ilion, NY
- $45,000 - $75,000 a year
- Hybrid work
- Spanish
- Computer literacy
- English
- Paid training
- Paid holidays
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13d
Commercial Lines Account Manager
Insurance Associates, Inc —Norfolk, NE
- $50,134 - $65,524 a year
- Email
- Sales
- Customer service
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Insurance Associate
Confidential —Jacksonville, NC
- Full-time
- Analysis skills
- In-person
- Communication skills
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3d
Financial Advisor, Canton Area, OH
NEST Capital —New Philadelphia, OH
- Email
- Background check
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Commercial Banking Specialist
Old National Bank —Brainerd, MN
- $17.00 - $27.50 an hour
- Online Application
- Microsoft Word
- Research
- Mid-level
- Health insurance
- Dental insurance
Personal Lines Insurance Account Manager (P&C license/Independent exp required) Houston TX Metroplex
Greenway Insurance —Houston, TX
- $22 - $27 an hour
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
Insurance Leadership Development Associate
Farmers Insurance Agency —Grand Junction, CO
- $36,000 - $56,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Mentoring
- Leadership
- Opportunities for advancement
Quick Apply
Licensed Life Insurance Sales Associate (Spanish/English)
Charles Baum State Farm Insurance Agnecy —Silver Spring, MD
- $30,000 - $55,000 a year
- Part-time
- Hybrid work
- Bilingual
- Background check
- Spanish
- Health insurance
- Dental insurance
Quick Apply
Senior Physician Billing Specialist
Ensemble RCM LLC —Columbus, OH
- $18.65 - $20.50 an hour
- Full-time
- No high school diploma
- Mid-level
- Office
- Tuition reimbursement
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Thrivent —Seattle, WA
- $100,000 - $140,000 a year
- Full-time
- Remote
- Research
- Mid-level
- 3 years
- Retirement plan
Quick Apply
Insurance Sales & Service Associate
Farmers Insurance Agency —Northfield, MN
- $36,000 - $56,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Mentoring
- Leadership
- Opportunities for advancement
Quick Apply
Financial Advisor
Foguth Financial Group —Naples, FL
- $100,000 - $500,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid training
- Professional development assistance
Quick Apply
Wealth Management Advisor II
Sunflower Bank NA —Los Angeles, CA
- $106,200 - $157,200 a year
- Online Application
- 7 years
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply

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Client Services Associate

Pyramid Consulting, Inc -
Jacksonville, FL

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Job Details

Contract
$45 - $47 an hour

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
Paid sick time

Qualifications

Customer communication
Customer relationship building
FINRA
Series 7
Financial product expertise
Securities Industry Essentials
Experience practicing in the securities industry
Series 63

Full Job Description

Immediate need for a talented Client Services Associate . This is a 09+ months contract opportunity with long-term potential and is located in JACKSONVILLE FL & ST LOUIS MO(Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID: 26-19208

Pay Range: $45 - $47/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

Fully accountable for servicing and supporting our investment and/or Banking clients.
Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions.
Confidently articulate the value proposition for our Private Client and digital programs available.
Directly responsible for providing timely responses to client service requests, received via telephone or email.
Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process.
Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.)
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
Ensure that KYC/AML and other compliance norms are strictly adhered to
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Key Requirements and Technology Experience:

0-2 years relevant experience in Customer Service with emphasis in investments or investment-related products preferred.
Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
Basic understanding of investment and financial planning strategies preferred.
Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
Excellent verbal and written communication skills. Ability to communicate at a professional level.
Capable of working independently within established procedures and make decisions without manager approval.
Able to perform multiple functions with a high degree of accuracy.
Ability to support a diverse array of products and services.
Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
Securities Industry Essentials – SIE - Active Series 7 & Series 66 (combo of 63 and 65) licenses (required)
THEY CANNOT HAVE A LAPSE OF TWO YEARS FROM PREVIOUSLY WORKING AT A FINANCIAL INSTITUATION THAT HELD THEIR LICENSE…AS THIS WOULD CAUSE THE LICENSE TO EXPIRE
Bachelor’s/University degree, master’s degree preferred

Our client is a leading Financial services Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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Refine Your Search

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