Jobbörse
Finde Jobs in deiner Nähe – ob vor Ort, hybrid oder remote.- Ähnliche Jobs zu: Client Service Associate
Client Service Associate
Brighton SecuritiesRochester
At Brighton Securities, we're proud of our client-centric atmosphere and as a Client Service Associate (CSA), you can make an immediate, positive impact on our client experience. The CSA serves as a p
Client Service Associate
MarinerWest Des MoinesThe client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect wi
Client Service Associate
BCI Brokerage Consultants Inc.HoustonClient Service Associate | Houston, TXHouston investment advisor seeks motivated Client Service Associate to enhance the client experience by servicing clients and providing operational/administrative
Client Service Associate
Merit Financial AdvisorsMariettaThe Company:Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reac
Client Service Associate
Jackson HewittGeorgetownClient Service AssociateWe are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills to work at our Georgetown Walmart location. If
Client Service Associate I
National Financial PartnersRoyal OakWho We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and indivi
Senior Client Service Associate
Stratos Wealth PartnersSacramentoWhy Join Stratos Wealth Advisors?We support a diverse and varied clientele, from business owners and executives to retirees and individual investors. We embrace this diversity because it allows us to
Customer Service Associate
WawaWilmingtonCustomer Service Associate (CSA)As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by greeting and serving our customers. Our CSAs are proud to be part of a bel
Customer Service Associate
Wawa, Inc.WilmingtonSoar with us at Wawa. We believe we can make life a little better every day – one smile, hoagie, or experience at a time. And there’s one secret ingredient that truly sets Wawa apart: Our Associates.
Customer Service Associate I
Family DollarWilmingtonCustomer Service AssociateWe're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:
Customer Service Associate I
Dollar TreeWilmingtonCustomer Service AssociateWe're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:
Customer Service Associate I
Dollar TreeWilmingtonCustomer Service AssociateWe're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:
Client Service Supervisor- Litigation Production
Canon U.S.A., Inc.WilmingtonClient Service Supervisor- Litigation ProductionUS-DE-WilmingtonJob ID: 34452Type: Full-Time# of Openings: 1Category: Office ServicesDE - Wilmington-M James-MSAbout the Role Responsible for all on-sit
Client Service Supervisor- Litigation Production
Canon U.S.A., Inc.WilmingtonClient Service Supervisor- Litigation Production US-DE-WilmingtonJob ID: 34452Type: Full-Time# of Openings: 1Category: Office ServicesDE - Wilmington-M James-MSAbout the Role Responsible for all o
At Your Service Center Associate, Concord Mall - Part Time
MacysWilmingtonJob DescriptionBe part of an amazing storyMacy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and tr
Sonographer - Perinatal
Duke HealthWilmingtonAt Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discov
Respiratory Therapist II
Novant HealthWilmingtonRespiratory Therapist II at Novant Health provides advanced respiratory care to diverse patient populations in an acute care setting. Responsibilities include comprehensive assessments, ventilator and
Physical Therapist
BreakThrough Physical TherapyWilmingtonBreakThrough Physical Therapy is seeking a compassionate, licensed Physical Therapist to join our Healthcare & Medical Services team. In this role, you will evaluate and treat patients using evidence-
Travel Nurse RN - Rehabilitation - $2,126 per week
TNAA TotalMed RNWilmingtonTNAA TotalMed RN is seeking a travel nurse RN Rehabilitation for a travel nursing job in Wilmington, Delaware. Job Description & RequirementsSpecialty: Rehabilitation Discipline: RN Duration: 13 weeks
Travel Nurse RN - Med Surg / Telemetry - $1,879 per week
trustaffWilmingtonTrustaff is seeking a travel nurse RN Med Surg / Telemetry for a travel nursing job in Wilmington, North Carolina. Job Description & RequirementsSpecialty: Med Surg / Telemetry Discipline: RN Start Da
RN, NICU (NIGHTS)
Nemours Children's Hospital OrlandoWilmingtonNeonatal Intensive Care Unit (NICU) Nurse At Nemours Children's Hospital, Delaware, our Neonatal Intensive Care Unit (NICU) nurses play an essential role in providing lifesaving care to the region's m
Local Contract Cardiac Telemetry RN - $45 per hour
Assured Nursing IncWilmingtonAssured Nursing is seeking a local contract nurse RN Telemetry for a local contract nursing job in Wilmington, North Carolina. Job Description & RequirementsSpecialty: Telemetry Discipline: RN Start D
Local Contract Medical-Surgical Oncology RN - $45 per hour
Assured Nursing IncWilmingtonAssured Nursing is seeking a local contract nurse RN Oncology Med Surg for a local contract nursing job in Wilmington, North Carolina. Job Description & RequirementsSpecialty: Oncology Discipline: RN
RN Charge Nurse
Ohio Living Home Health & Hospice - Greater ToledoWilmingtonCharge Nurse - RN It's fun to work in a company where people truly believe in what they're doing! Our intention is to have employees who are passionate about making their personal mission statement co
Occupational Therapist
Cadia Healthcare RenaissanceWilmingtonOccupational Therapist Wilmington, DE 19808 Description Cadia Healthcare - Pike Creek is a leading provider of skilled nursing and rehabilitation in your area. Compassion and appreciation are at the h
Client Service Associate
- Rochester, New York, United States
- Rochester, New York, United States
Über
Interested? Here's how you'll succeed:
General reception duties including greeting clients as they arrive, answering and directing phone calls, taking messages, and maintaining calendars and appointments.Process and follow-up on client and advisor requests on trading and services platform - often acting as back-up to Financial Advisor to open accounts as needed.Maintain knowledge of firm best practices, required forms and supporting documents for client/advisor support, and general compliance regulations.Enhance client relationships through effective communication, timely resolution of inquiries, and ensuring key client information and documentation is up to date.Complete general administrative tasks including but not limited to preparing, scanning, and attaching documents to the server, providing information to the Brighton Securities Tax Department for completion of returns and fee collection, and preparation of client forms and correspondence as needed.Anticipate and respond to problems proactively, efficiently, and flexibly.Identify/develop procedural improvements with an eye to efficiency, technology, and client service.Take on ad hoc projects as required.
Here's what you can expect:
Base pay + bonus potentialCompetitive benefits package including medical, dental, HSA with employer match, and life insurance options401(k) match Support of your professional growth & development. We're happy to support licensing options, continuing education and additional training opportunities based on your career goals75+ years of combined Client Service experience to provide training & guidance
Qualifications:
Associates degree required2+ years' experience in a client-facing role within the financial services industry or closely related fieldSeries 7 and 66 licenses a plus, not requiredExcellent written and verbal communicationHighly proficient with MS Office products and office technology (scanners, printers, multi-line phones)Ability to organize and prioritize work within a structured, process-oriented environment
Are you ready to trade your job for a rewarding career? Apply today!
Committed to Equal Opportunity
Brighton Securities believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for those positions they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Brighton Securities will make reasonable accommodation for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation imposes an undue hardship on the operation of our business.
Sprachkenntnisse
- English
Dieses Stellenangebot stammt von einer Partnerplattform von TieTalent. Klick auf „Jetzt Bewerben”, um deine Bewerbung direkt auf deren Website einzureichen.