Top 58438 Client associate Jobs

Registered Client Service Associate
Wilcox Financial / Wilcox Sports Management —Toledo, OH
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
1d
Registered Client Service Associate (Frisco, TX)
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- Full-time
- Writing skills
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- Mid-level
- Paid holidays
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Client Service Associate
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Registered Client Associate
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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
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Client Associate
TECHMIND RPO —Remote
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- Full-time
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- No experience needed
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- Under 1 year
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4h
Client Success Associate
The Human Reach —Remote
- $0 a year
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- English
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- Leadership
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Client Onboarding Associate
Jefferies & Company, Inc. —Jersey City, NJ
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- Full-time
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Client Success Associate (PST Hours)
Lighthouse Document Technologies Inc —Remote
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- Weekends as needed
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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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11d
Senior Client Service Associate
Wealth Enhancement Group —Boston, MA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
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- Profit sharing
- Paid parental leave
6d
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)
Quick Apply
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
Quick Apply
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
Quick Apply
Client Account Associate
Eclipse California —Fullerton, CA
- $50,000 - $64,000 a year
- Full-time
- Background check
- Travel
- In-person
- 401(k)
Quick Apply
6d
Senior Client Service Associate
BolyːWelch —Portland, OR
- $70,000 - $80,000 a year
- Hybrid work
- Mid-level
- 3 years
- Financial services
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12d
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 I
Northwest Federal Credit Union —Herndon, VA
- $26.89 - $45.74 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Business Operations & Client Service Associate
Strategies for Wealth —Jericho, NY
- $65,000 - $85,000 a year
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
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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Registered Client Service Associate

Wilcox Financial / Wilcox Sports Management
Toledo, OH

Quick Apply

Job Details

Full-time
1 day ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Opportunities for advancement
Life insurance

Qualifications

Interpersonal skills
Series 7
Attention to detail
Organizational skills
CRM system proficiency
Time management

Full Job Description

JOB SUMMARY

Wilcox Financial / Wilcox Sports Management is seeking a dynamic Registered Client Service Associate who is a motivated, detail-oriented, and creative problem solver to join our growing team. This essential role helps provide high quality/high touch critical administrative support to our Financial Advisors, their prospective and existing clientele, and other branch staff. The ideal candidate will be an effective communicator across multiple platforms (phone, email, in-person), have strong proficiency in navigating Client Relationship Management (CRM) software and reporting systems, and excel at organizing, managing, and tracking multiple detailed tasks and assignments through to completion with changing priorities and deadlines. If you thrive in a fast-paced, task-oriented work environment, come join our team at Wilcox Financial / Wilcox Sports Management where your expertise will contribute significantly to our organization's success.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
Prepares various business summary reports and client-specific reporting as needed for review by the Financial Advisor
For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing – follows up to ensure timely completion
With a high level of organization and accuracy, processes client financial transactions as directed
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or Financial Advisor / team
Creates and maintains accurate records and files utilizing CRM software
Reviews, assesses, and responds to all corporate action items and client account alerts
Prepare letters, forms, and reports to assist with servicing existing clientele and prospects
Answer general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
May enter solicited orders in a clerical capacity at the direction of the Financial Advisor
Execute money movement transactions at the request of the client and/or Financial Advisor / team
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies / procedures
Performs other duties and responsibilities as assigned

KNOWLEDGE OF / SKILLED IN

Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Strong familiarity navigating CRM software, or similar contact management software, and familiarity with financial business and cloud-based systems for daily implementation
Detail-orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office Suite skills, including developing spreadsheets as needed and for ongoing reporting
Advanced proficiency in Adobe Acrobat, Docusign / eSignature service products, Box / OneDrive file sharing platforms, or ability to quickly learn systems
Exceptional writing, interpersonal, and client communication / customer service skills
Strong time management skills
Team player with the ability to collaborate with others
Adaptable and ability to multitask
Goal oriented, self-motivated and results driven

ABILITY TO

Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communications, spreadsheets, and database inputs
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
Handle stressful situations and provide a high level of customer service in a calm and professional manner
Analyze problems and establish solutions in a fast-paced environment
Use mathematics sufficiently to process account and transaction information
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person
Work both independently and as part of a cohesive team
Provide a high level of customer service
Willing and able to work onsite in office Mondays-Fridays from 8:00am–5:00pm ET

EDUCATION / PREVIOUS EXPERIENCE

College Degree and two (2) or more years of securities industry or related work experience (finance, accounting, banking) preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources

LICENSURE / CERTIFICATIONS

Series 7 required
Series 63, 65 and/or 66 as required by state

COMPLIANCE REQUIREMENTS

Must be fingerprinted upon hire according to the National Association of Securities Dealers (NASD) requirements
Investment accounts (except for employer sponsored plans) under the control of the employee or anyone within their household to be transferred to Raymond James as part of the onboarding process

WORK SCHEDULE

40 hours per week
Monday-Friday / 8:00am – 5:00pm ET

BENEFITS

100% Employer-Paid Premiums – Medical, Vision, Dental, and Life Insurance
Paid-Time Off (PTO), sick days, and company holidays
401(k) / Roth IRA option after one (1) year of employment with a 3% Safe Harbor match
Professional and Career Growth Opportunities

WORK LOCATION

Onsite, in office

TRAVEL

Less than 3% (Optional – continuing education training and conference opportunities)

WORKSTYLE

Resident

Wilcox Financial / Wilcox Sports Management is an equal opportunities employer. All employment is decided based on qualifications, merit, and business need. All candidates must be authorized to work in the United States and successfully pass a criminal background check.

ABOUT THE COMPANY

Wilcox Financial / Wilcox Sports Management is a diversified financial services and consulting company with a long tradition of excellence and growth in providing high-level financial advice for its clientele. With a specialized team of financial professionals and long-term investment strategists, the company is regarded for its personalized approach in developing valuable planning solutions for clients to achieve their long-term goals. Founded in 1982, Wilcox Financial serves more than 6,500 corporations, executives, and employees, as well as closely held family business owners and high-net-worth individuals in 47 states in the areas of financial advising, investment, business, tax, and estate planning. Founded in 2002, Wilcox Sports Management provides “one-stop shop” advising services to over 400 Football and Basketball Coaches, University Presidents, Athletics Directors, Conference Commissioners, and Broadcasters throughout the country. Learn more at www.wilcoxfinancial.com.

Wilcox Financial / Wilcox Sports Management 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.

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Experience:

securities industry or related work: 2 years (Preferred)

License/Certification:

Series 7 (Required)
Series 63 (Preferred)
Series 65 (Preferred)
Series 66 (Preferred)

Work Location: In person

Quick Apply

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