Top 62215 Client advisors Jobs

Senior Client Service Associate
R. Kent Harris & Associates, LTD —Englewood, CO
- $69,798 - $90,614 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Excel
- Microsoft Outlook
- Health insurance
Quick Apply
Client Service Associate
Sovereign Family Office —Golden, CO
- $55,000 - $72,000 a year
- Full-time
- Office
- Bachelor's degree
- QuickBooks
- Health insurance
- Dental insurance
Quick Apply
6d
Client Relationship Manager & Servicing Advisor
Raymond James Financial, Inc. —Pluckemin, NJ
- $60,000 - $80,000 a year
- Full-time
- No experience needed
- Research
- Mid-level
- Paid holidays
- Health insurance
Client Services Specialist
Paramount Settlement Advisors —West Seneca, NY
- $50,000 - $60,000 a year
- Full-time
- Mid-level
- Office
- 1 year
- Paid time off
- 401(k) matching
Quick Apply
San Diego Client Advisor
Cullen Jewellery —San Diego, CA
- Full-time
- Inventory management
- Mid-level
- Office
- Employee assistance program
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Remote Client Service Associate - Wealth Management (RIA/Broker-Dealer)
Reshape Wealth —Remote
- $80,000 - $105,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
- Paid holidays
- Health insurance
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Client Experience Advisor
FXAIR —Remote
- Full-time
- Remote
- Mid-level
- Communication skills
- AD&D insurance
- Disability insurance
Quick Apply
Sales Tax Onboarding Specialist (100% Remote Work)
TaxValet —Remote
- $65,000 a year
- Online Application
- Remote
- No experience needed
- Research
- Mid-level
- Profit sharing
- Disability insurance
Quick Apply
Senior Client Success Advisor (Remote)
Ozarks House Buyers —Remote
- From $70,000 a year
- Full-time
- Remote
- Background check
- 3 years
- Business development experience
- Health insurance
- Dental insurance
Quick Apply
Client Success Manager (Social Meda) - Short Form Content
Skyray Ventures —Remote
- $1,500 - $3,500 a month
- Part-time
- Remote
- System design
- Mid-level
- 3 years
Quick Apply
Private Client Advisor
Henley & Partners - The Firm of Global Citizens® —Remote
- Full-time
- Marketing
- Data analysis skills
- Research
Lead Generator
Integrity Pay Advisors —Remote
- $15 - $30 an hour
- Full-time
- Remote
- English
- Mid-level
- Business development experience
- Work from home
Quick Apply
12d
Client Service Administrator In-Person or Remote. Entry to Senior
HARVEST WEALTH GROUP —Remote
- $50,000 - $110,000 a year
- Full-time
- Hybrid work
- Background check
- 3 years
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Senior Client Onboarding Specialist
CADEX —Remote
- $75,000 - $80,000 a year
- Full-time
- Remote
- English
- Bachelor's degree
- Travel
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12d
Bookkeeper / Account Advisor
Parable —Remote
- $40,000 - $60,000 a year
- Full-time
- Microsoft Excel
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Head of Client Experience
Project Expedition —New York, NY
- $80,000 - $100,000 a year
- Full-time
- Remote
- Analysis skills
- Supervising experience
- Organizational skills
- 401(k)
- Work from home
Associate, Client Advisor
Focus Financial Partners —West Palm Beach, FL
- $60,000 - $75,000 a year
- Microsoft Excel
- Office
- Finance
- Health insurance
- Dental insurance
Client Development Advisor
Brooklyn Fi —Remote
- $100,000 - $125,000 a year
- 8 hour shift
- Remote
- CRM software
- 5 years
- Business development experience
- Paid parental leave
- Employee stock purchase plan
Quick Apply
12d
Client Manager, Customer Success
J.D. Power —California
- $110,000 - $130,000 a year
- Email
- Remote
- Mid-level
- Master's degree
- SQL
Client Advisor
Lockton, Inc. —Dallas, TX
- Full-time
- Microsoft Word
- 7 years
- Microsoft Outlook
- Wellness program
- Paid parental leave

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Senior Client Service Associate

R. Kent Harris & Associates, LTD -
Englewood, CO

Quick Apply

Job Details

Full-time
$69,798 - $90,614 a year

Benefits

Health insurance

Qualifications

Microsoft PowerPoint
Microsoft Excel
Microsoft Outlook
Customer service
Research
Bachelor's degree
Financial product expertise
Financial services
Time management

Full Job Description

Senior Client Service Associate

Summary

The Senior Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. The Senior Client Service Associate is also responsible for directing and managing Client Service support staff.

Essential Duties and Responsibilities

Manage firm operations and supervise tasks/responsibilities of support staff
Coach and develop team members; establish clear expectations, emphasizing accountability, conduct regular performance evaluations, and provide quality and timely feedback
Manage client needs regarding service, trading, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
Research products, pricing, and complex issue resolution
Deepen client relationships and establish credibility and rapport both in-person and via phone identify potential benefits and services to enhance customers’ financial relationships
Has regular contact with clients regarding their accounts, allocations, and servicing; can clearly articulate potentially complex processes and/or concepts to customers
Maintain CRM database; define and ensure adherence to appropriate client service models
Manage multiple and competing priorities on a daily basis in pursuit of business objectives
Other responsibilities as assigned by the Financial Advisor

Supervisory Responsibilities: Supervise Client Service Associate and Client Relationship Administrator

Knowledge, Skills, and/or Abilities

Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
Experience with financial planning/reporting software preferred
Excellent communication skills, both verbally and in writing
Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
Ability to build relationships with clients and internal partners and influence others with or without direct control

Education and/or Experience

Bachelor’s degree in a business-related field preferred
The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Previous experience in the independent financial services culture preferred
Management experience a plus

Salary

Competitive Compensation Package

Job Type: Full-time

Pay: $69,798.00 - $90,614.00 per year

Benefits:

Health insurance

Education:

Bachelor's (Preferred)

Experience:

Financial services: 3 years (Required)
Customer service: 3 years (Required)
Good understanding of Financial Services Products: 2 years (Required)

Work Location: In person

Quick Apply

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