Top 4675 Client services associate Jobs

Client Services Associate
Aspire Wealth Partners —Tucson, AZ
- $50,000 - $60,000 a year
- Full-time
- CRM software
- Background check
- Customer service
- Profit sharing
- Health savings account
Quick Apply
11d
Client Services Specialist-BILINGUAL REQUIRED
Wolfe & Associates, Property Services —Santa Barbara, CA
- $25 an hour
- Full-time
- Spanish
- Office
- Residential
- Health savings account
- Health insurance
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5d
Client Service Associate (Hybrid Work Option)
Wealth Enhancement Group —Albuquerque, NM
- $42,500 - $63,750 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Client Service Associate - Personal Lines (Licensed)
Insurance Centers of America, Inc —Colorado Springs, CO
- $60,000 - $70,000 a year
- Full-time
- Background check
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Client Advisor/Sales
Overland Sheepskin Co. —Traverse City, MI
- From $23 an hour
- Full-time
- Customer service
- Merchandising
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Estimating & Client Development Associate
L.P. Mooradian Co. —Green Bay, WI
- $50,000 - $75,000 a year
- Email
- Mid-level
- Residential
- Microsoft Office
- Health savings account
- Health insurance
Quick Apply
Registered Client Associate
Raymond James Financial, Inc. —Scottsdale, AZ
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
12d
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
Quick Apply
Part-Time Client Service Associate
Raymond James Financial, Inc. —Altoona, PA
- 8 hour shift
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Client Operations Associate
TrueNorth Wealth —Salt Lake City, UT
- $43,000 a year
- Full-time
- Background check
- Office
- Administrative experience
- Paid parental leave
- Health insurance
Quick Apply
5h
Wealth Management Client Associate
Edwards Asset Management —Fort Lauderdale, FL
- $65,000 - $85,000 a year
- Full-time
- Background check
- Spanish
- Microsoft Excel
- Health savings account
- Health insurance
Quick Apply
Client Operations Coordinator
CRS Builders —San Diego, CA
- $23 - $28 an hour
- Full-time
- Mid-level
- Residential
- Administrative experience
Quick Apply
1h
Client Account Executive - Personal Lines
Choice Insurance —Fargo, ND
- Full-time
- Mid-level
- Office
- Business development experience
- Life insurance
Quick Apply
14d
Inside Industrial Sales - Customer Service Rep
Macroseal Inc. —Prince George, VA
- $60,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- Organizational skills
- Health savings account
- Paid holidays
Quick Apply
Client Service Associate-Portland, ME
Raymond James Financial, Inc. —Portland, ME
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
13d
Registered Client Service Associate
Raymond James Financial, Inc. —Manassas, VA
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Client Services Associate
Bouchey Financial Group —Saratoga Springs, NY
- $50,000 - $60,000 a year
- Full-time
- CRM software
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
5d
SERIES 7 REQUIRED - Registered Client Service Associate
Pathlight Advisors —Scottsdale, AZ
- $60,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Profit sharing
- Health insurance
Quick Apply
Registered Client Service Associate (Frisco, TX)
Raymond James Financial, Inc. —Frisco, TX
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance

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Client Services Associate

Aspire Wealth Partners
Tucson, AZ

Quick Apply

Job Details

Full-time
$50,000 - $60,000 a year
11 days ago

Benefits

Profit sharing
Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Retirement plan

Qualifications

CRM software
Financial planning
Customer service
Microsoft Office
Securities Industry Essentials
Financial concepts

Full Job Description

Who We Are

Aspire Wealth Partners (AWP) is a rapidly growing, independent financial planning firm. We utilize the services of LPL Financial, the largest independent broker/dealer in the nation and a Fortune 500 company. AWP remains in the top 0.5% of all LPL-affiliated firms year after year, placing us in LPL’s premier Executive Council. We have achieved this level of success by cultivating a dedicated and cohesive team with one primary goal: serving our clients with excellence.

As our firm continues to grow and welcome new clients, we are expanding our Client Services team by adding another Client Services Associate. This addition to the team will support our continued growth and ensure we maintain the exceptional level of service our clients expect.

We value each member of our team and are committed to providing a collaborative, supportive workplace where employees can build long-term careers. Our firm's growth and new business are driven primarily by client referrals. For this reason, our office does not require typical prospecting tactics or cold calling.

Who We Want

We are seeking a forward-thinking Client Services Associate (CSA) with an eye for detail to join our growing team. Our CSAs are career-driven, motivated, and personable. They provide exceptional service to both our clients and the Aspire Wealth team. Our CSAs are professional, mature, and able to use discretion with highly confidential information at all times. They are also expected to demonstrate exceptional follow-up and follow-through skills.

Responsibilities

Maintain confidentiality with regard to client and business information.

Accurately prepare, process, and verify all forms necessary to establish new accounts and service existing accounts.

Accurately prepare, process, and verify all transactions and account changes including, but not limited to deposits, withdrawals, transfers, and account changes.

Navigate our CRM to add new clients, update existing records and schedule client meetings.

Document accurately all client communication and task status updates in our CRM.

Communicate professionally, effectively, and timely with clients, staff, and outside companies.

Prepare client reviews and meeting agendas with precision and accuracy.

Daily monitoring of Client Works notifications/alerts and taking appropriate action.

Monitor available cash for automatic withdrawals through Client Works.

Assisting clients with setting up and navigating Account View within Client Works.

Provide support for our Administrative team, answering calls, filling in when necessary, and covering lunches.

Assist and attend client events to promote Aspire Wealth Partners (please note that some of these events transpire outside of the normal working hours).

Preferred Skills

Securities Industry Essentials® (SIE®) Exam

Knowledge of industry standards and regulations.

Experience with MS Office, CRM systems, Financial Planning software.

Exceptional Customer Service skills.

Excellent written and verbal communication skills.

Professional presentation, pride in oneself, and your work.

Organized, detail-oriented, exceptional follow-up and follow-through skills.

Ability to make personal connections, engage and educate clients, ask open-ended questions, and have active listening skills.

Ability to establish trust quickly and build lasting relationships.

Highly proficient in compliance and operational procedures.

Salary

Based on experience. ($50,000 - $60,000)

Team bonus plans (Starting at 5% of your annual salary, after introductory period).

Benefits

Health Insurance – Employer pays 100% of employee’s premium + 50% of family/dependent premium.

Life Insurance – Employer pays premium for $50,000 benefit.

Short/Long Term Disability Insurance – Employer pays 100% of premium.

HSA Match - Up to $1,000 annually.

401(k) Profit Sharing Plan (after introductory period).

Options to sign up for dental, vision and family/dependent medical.

Schedule

Office Hours: Monday through Friday, 8:30am – 5:00pm.

Location: 1647 N Swan Rd, Tucson, AZ 85712 (In person only, no remote work).

AWP Timeline

Resumes reviewed daily and responded to within 2 business days.

Scheduled 20-minute phone interview with Operations Manager to review qualifications and goals.

Scheduled 60-minute in-person interview with Operations Manager and Senior CSA to determine personal compatibility.

Offer letters to eligible candidates will be emailed out.

LPL Financial onboarding process can take 1-2 weeks (must be able to pass a criminal background check and a financial credit check).

Weekly training meetings are conducted with the Operations Manager and Senior CSA to receive/provide feedback on progression.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance

Compensation Package:

Bonus opportunities

Application Question(s):

This position requires that you are able to pass a credit and background check. Are you able to do so?

Ability to Commute:

Tucson, AZ 85712 (Preferred)

Work Location: In person

Quick Apply

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