20 Best client services associate jobs (Hiring Now!)

Client Services Associate
Aspire Wealth Partners —Tucson, AZ
Provide support for our Administrative team, answering calls, filling in when necessary, and covering lunches. Monitor trade orders including sell-stop orders.
$50,000 - $60,000 a year
Quick Apply
Client Services Associate
NECS® —Jasper, IN
Perform data entry and maintain accurate client records. Proficient in using Microsoft Word, data entry and client records management, experience with Excel…
$15 - $16 an hour
Quick Apply
3d
Client Services Associate
GemHarvest —Houston, TX
Bachelor’s degree in Business, Finance, or a related field. Participate in the growth of a fast growing, independent RIA by servicing client needs, and…
$90,000 - $105,000 a year
Quick Apply
4h
Client Services Manager
SeaChange Print Innovations —Minneapolis, MN
An associate degree in printing, technology or related field or a High School diploma/GED along with the equivalent industry related experience and/or a minimum…
Estimated: $60.1K - $76.2K a year
Quick Apply
6d
Registered Wealth Management Client Associate
Bank of America —Florham Park, NJ
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $81.2K - $103K a year
Client Accounting Services Team Member / Bookkeeper
Stone, Rudolph & Henry, PLC —Clarksville, TN
Prepare sales tax reports and other various reports such as: business tax, corporate and LLC annual reports, tangible personal property schedules, and…
$42,000 - $52,000 a year
Quick Apply
Client Service Associate
Innovative Financial Group - Chattanooga —Chattanooga, TN
Demonstrate a positive attitude and sincere willingness to learn and develop new skills. Strong data entry skills with a high level of accuracy and attention to…
$35,000 - $45,000 a year
Quick Apply
11d
Client Relationship Manager
Essex Financial —Essex, CT
A Series 65/66 securities license is desirable but not a requirement. Client service and support in our industry: 3 years (Required).
$50,000 - $75,000 a year
Quick Apply
Inside Sales/Customer Service Representative
IMCO Utility Supply —St. Louis, MO
Our product offerings consists of pipe, valves, hydrants, and accessory items necessary for the installation of water, sewer, and storm sewer lines and other…
$40,000 - $45,000 a year
Quick Apply
9d
Client Support Associate
Mingle Health —Remote
Serve as the primary point of contact for a subset of MIPS (Merit based Inventive Payment System) customers, including answering phones, monitoring Live Chat,…
$18 - $21 an hour
Quick Apply
Client Technical Support-Information Technology
Oconto County —Oconto, WI
Individual can be working towards or have an Associate's Degree in microcomputers, computer science, networking or other related field.
$22.27 an hour
Investment Client Services Associate-3 yrs exp reqd
Hochheiser Deutsch & Company —Melville, NY
Securities license(s) are not required but would be a huge advantage for any applicant. Process account transactions, such as deposits, withdrawals, and…
$75,000 - $90,000 a year
Quick Apply
3d
Client Service Associate
APC Financial Group, Ltd. —Mount Prospect, IL
Answers in bound calls, determines the nature of their call, and asks if they can help the caller. This position is responsible for delivering high quality…
$20 - $22 an hour
Quick Apply
5d
Client Service Associate
Longtide Financial —Braintree, MA
Prepare and distribute client correspondence, reports, and other meeting materials. Coordinate operational activities including processing client transactions…
$50,000 - $70,000 a year
Quick Apply
Client Services Associate
Capital Asset Management Group —Washington, DC
Prepare paperwork for client transactions, including, but not limited to, opening new accounts, closing accounts, transferring assets, deposits, and withdrawals…
$55,000 - $65,000 a year
Quick Apply
6d
Client Relationship Associate
Avenue Wealth, LLC —Vienna, VA
You will work in our Business Development department with experienced professionals, working daily with clients and prospective clients.
$55,000 - $75,000 a year
Quick Apply
Bilingual Inside Sales, Customer Service, and Store Manager
Hoagland Meat —Homedale, ID
Answering calls from clients to adjust their subscriptions, manage deliveries, and handle questions, concerns, or complaints.
$45,000 - $60,000 a year
Quick Apply
Client Service Associate, Wealth Management
Blankinship & Foster —Solana Beach, CA
This position can be a great start to a career in financial planning, providing front-line operational experience that is critical to understanding the nuts and…
Estimated: $58.7K - $74.4K a year
Quick Apply
Client Support Associate
Thnks —Franklin, TN
Occasionally hop on customer calls via phone or video chat. The *Customer Support Associate *works closely with customers to answer questions and resolve issues…
$45,000 - $50,000 a year
Quick Apply
6d
Client Service Associate (Remote)
Priority Financial Group —Remote
Examples of day-to-day responsibilities include: servicing phone calls from advisors and custodians, coordinating projects, prioritizing advisor tasks and…
$55,000 - $65,000 a year
Quick Apply

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Client Services Associate

Aspire Wealth Partners Tucson, AZ

Quick Apply

Job Details

Full-time $50,000 - $60,000 a year

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
Financial software
Microsoft Office
Securities Industry Essentials
Communication skills

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. We value each member of our team and are looking to expand that team to meet the growing demands of the Arizona market. Our firm’s growth and new business is based on an 86.5% client referral rate. For this reason, our office does not require typical prospecting tactics or cold calls.

Who We Want

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

Gather information and prepare financial plans utilizing various financial planning software.

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

Monitor trade orders including sell-stop orders.

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.

Salary

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

Team bonus plans (Starting at 10% 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 2 - 4 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

Schedule:

8 hour shift
Day shift
Monday to Friday

Application Question(s):

Are you able to pass a background check and a credit check? Both are REQUIRED for this position.

License/Certification:

Securities Industry Essentials (Required)

Work Location: In person

Quick Apply

client services associate jobs

Client Services Associate

Client Services Associate

Client Services Associate

Client Services Manager

Registered Wealth Management Client Associate

Client Accounting Services Team Member / Bookkeeper

Client Service Associate

Client Relationship Manager

Inside Sales/Customer Service Representative

Client Support Associate

Client Technical Support-Information Technology

Investment Client Services Associate-3 yrs exp reqd

Client Service Associate

Client Service Associate

Client Services Associate

Client Relationship Associate

Bilingual Inside Sales, Customer Service, and Store Manager

Client Service Associate, Wealth Management

Client Support Associate

Client Service Associate (Remote)

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