Top 55608 Client associate Jobs

Client Service Associate
Raymond James Financial, Inc. —Albuquerque, NM
- Full-time
- Writing skills
- Research
- Office
- Paid holidays
- Health insurance
Client Services Associate
Lofy Group Wealth Management —Phoenix, AZ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
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Wealth Management Client Associate
Edwards Asset Management —Fort Lauderdale, FL
- $65,000 - $85,000 a year
- Full-time
- Background check
- Spanish
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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
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Client Service Associate
Bill Good Marketing —Butler, PA
- $50,000 - $62,000 a year
- Full-time
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- Entry level
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Client Success Associate
The Human Reach —Remote
- $0 a year
- Full-time
- Remote
- English
- 1 year
- Leadership
- Health insurance
- Dental insurance
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Corporate Client Associate
Dream Opportunity —Remote
- $65,000 - $75,000 a year
- Overtime
- Google Workspace
- Mid-level
- Travel
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Retirement Client Associate
Leading Retirement Solutions —Remote
- $55,000 - $70,000 a year
- Full-time
- Remote
- Microsoft Outlook
- Word processing
- Bachelor's degree
- Health savings account
- AD&D insurance
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7d
Client Success Associate (PST Hours)
Lighthouse Document Technologies Inc —Remote
- $92,000 - $108,000 a year
- Weekends as needed
- Remote
- Sales
- Research
- Office
- AD&D insurance
- Disability insurance
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Client Success Associate
Payabli —Miami, FL
- Full-time
- Remote
- Mid-level
- Communication skills
- Paid parental leave
- Health savings account
Senior Client Service Associate
Wealth Enhancement Group —Boston, MA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
7d
Financial Client Service Associate
Sandvold Financial Group —Hopkins, MN
- $60,000 - $75,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Health insurance
- 401(k)
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Client Service Associate / Wealth Management Operations Specialist
Asset Management Group Inc —Stamford, CT
- $75,000 - $90,000 a year
- Full-time
- Background check
- Office
- 3 years
- Health savings account
- Health insurance
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Senior Private Client Associate
Perigon Wealth Management —Edison, NJ
- $120,000 - $125,000 a year
- Full-time
- Hybrid work
- 7 years
- Research
- Office
- Health insurance
- Dental insurance
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Client Services Associate
Birks Financial Corp —Herndon, VA
- $55,000 - $85,000 a year
- Full-time
- Hospitality
- Inventory management
- Office
- Paid holidays
- Health insurance
Quick Apply
Client Service Associate
TPM Placement —Worcester, MA
- $60,000 - $75,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
13d
Associate CRM Client Success Coach
Aesthetic Record —Irving, TX
- $55,000 - $60,000 a year
- Full-time
- Hybrid work
- Google Workspace
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
9d
Client Service Associate – RIA Wealth Management
The MOHR Enterprises LLC —Islip, NY
- $80,000 - $110,000 a year
- Monday to Friday
- Mid-level
- Office
- Communication skills
- 401(k) matching
Quick Apply
Site Contracts Associate
Spectrum Staffing Services —Denville, NJ
- $30 - $34 an hour
- PRN
- Mid-level
- Bachelor's degree
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
5d
Private Client Associate - Wexford, PA
Janney Montgomery Scott LLC —Sewickley, PA
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Paid time off
Quick Apply

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Client Service Associate

Raymond James Financial, Inc. -
Albuquerque, NM

Apply Now

Job Details

Full-time

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Opening bank accounts
Customer records maintenance
Investment advisory support
Account maintenance
Phone communication
Spreadsheets
Writing skills
Filing
Money transfers
Client file management
Series 66
Research
Meeting scheduling
Managing clients in a customer support role
Client database systems
Series 7
Math
Project management
Bachelor's degree
Managing clients in a finance role
Task prioritization
Securities Industry Essentials
Investment account customer support
Desktop applications
Organizational skills
Financial services
CRM system proficiency
Productivity software
Handling account queries
Senior level

Full Job Description

Job Description Summary

Clients are our main priority at Prevender Financial Services, and we are committed to personalized service. As we evolve, we are seeking a Client Service Associate who shares our vision and values. This impactful role will represent our firm with strong customer service, processing, and project management experience. The ideal person truly enjoys helping people, has strong organizational skills, and takes pride in their work.

Are you ready to work hand in hand with us? Read below and apply today!

Job Description

Essential Duties and Responsibilities

Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.

Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
Open new client accounts, process money movement, and research information as needed

Creates and maintains records and files utilizing Client Relationship Management (CRM) software.

Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.

Performs other duties and responsibilities as assigned.

Knowledge of

Company’s working structure, policies, mission, and strategies.

General office practices, procedures, and methods.

Investment concepts, practices and procedures used in the securities industry.

Financial markets, products and industry regulations.

Skill in

Client Relationship Management (CRM) software, or similar contact management software.

Microsoft 365 applications, including Excel for developing spreadsheets as needed and for ongoing reporting.

Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)

Ability to

Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Analyze and research account information.

Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Identify time sensitive items and assess competing priorities.

Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.

Analyze problems and establish solutions in a fast paced environment.

Use mathematics sufficient to process account and transaction information.

Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.

Work both independently and as part of a cohesive team.

Provide a high level of customer service.

Education/Previous Experience

Five (5) or more years financial industry or related work experience preferred
SIE, series 7 & 66 licenses preferred

Prevender Financial Services, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Education

Bachelor’s

Work Experience

General Experience - 6 to 10 years

Certifications

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#LI-LS1

Apply Now

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