Client service associate serp_jobs.h1.location_city
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Client service associate • charleston sc
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Reports to : SVP of Custodial Operations.We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our esteemed wealth management team.Th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
The Client Service Associate assists with the development and gr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Join the Walmart team as a Customer Service Associate and provide friendly and helpful service to our customers.As a CSA, you will handle transactions, answer customer questions, and ensure that th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
As a Roses / Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers.
Key priorities include greeting customers, assisting them with ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Every day presents new challenges, ensuring your work remains dynamic and engaging.As a program participant, you will : Work cross-functionally to provide exceptional service to various internal and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Captive Client Service Manager - Accounting.We are seeking a talented individual to join our Captives team at Marsh as a Captive Client Service Manager - Accounting.
This role can be based in any US...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects your ambitions? Here's your chance to be your own boss, create your schedule, and live the life you've...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.Eng...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Success Associate (Entry Level, Remote).We will review your application against our job requirements.We do not employ machine learning technologies during this phase as we believe every huma...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Operations / Client Service Associate.Blue Bear Financial is a growing, independent financial advisory firm based in Mount Pleasant, SC seeking an Operations / Client Service Associate to join our ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets),...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
A company is looking for a Client Service Associate to support Financial Advisors and enhance client experiences.Key Responsibilities Communicate directly with advisors and clients to resolve inq...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform.
Acts as a point of contact for assigned relationships, resolves team e...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.Eng...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Roses - JobID : 4740ebae-7b1d-4476-a2a5-8973a1dd71da [Retail Associate / Team Member] As a Customer Service Associate at Roses, you'll : Provide customer engagement in positive and approachable manne...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
As a Roses / Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers.
Key priorities include greeting customers, assisting them with ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
We will review your application against our job requirements.We do not employ machine learning technologies during this phase as we believe every human deserves attention from another human.We do n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Job Opportunity At Raymond James.Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.This...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Service Associate
Apollon Wealth ManagementMount Pleasant, SC, USserp_jobs.job_card.full_time
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InfuseCharleston, SC, USserp_jobs.filters.remote
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ROSES DefunctNorth Charleston, SC, United Statesserp_jobs.job_card.full_time
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Variety Stores LLCNorth Charleston, SC, USserp_jobs.job_card.full_time +1
Client Success Associate (Entry level, Remote)
INFUSECharleston, SC, USserp_jobs.filters.remote
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Client Service Associate
GrahamNorth Charleston, SCserp_jobs.job_card.full_time +1
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Registered Client Service Associate (Charleston, SC)
Raymond James FinancialCharleston, SC, USserp_jobs.job_card.full_time
Client Service Associate
Apollon Wealth ManagementMount Pleasant, SC, USjob_description.job_card.variable_days_ago
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job_description.job_card.job_descriptionWork closely with custodial partners such as Fidelity, Pershing, Schwab, and Raymond James. Coordinate with internal teams to ensure timely and seamless processing across departments. Research and resolve account-related issues by collaborating with custodians, carriers, and internal stakeholders. Deliver comprehensive servicing for complex advisory and brokerage (commission-based) relationships. Support the administration and ongoing maintenance of brokerage accounts, ensuring compliance with FINRA and custodian regulations. Assist advisors with brokerage-specific forms, disclosures, and documentation, ensuring accuracy and timely submission. Maintain strong knowledge of direct-held business, including carrier requirements, processes, and documentation. Apply critical thinking and problem-solving skills to resolve complex client inquiries and service issues. Manage client and custodian escalations, providing timely and satisfactory resolutions that enhance the client experience. Oversee complex account openings, ensuring full compliance with regulatory requirements and firm policies. Help document, update, and maintain departmental processes and procedures. Identify opportunities to improve efficiency and streamline workflows. Demonstrate advanced proficiency in brokerage and investment operations to support ongoing refinement of best practices. 3+ years recent financial services industry experience required Self-starter and motivated to learn Familiar and competent in the Windows suite of programs, along with Adobe Acrobat Embraces working on a team Strong communication with clients both verbally and written Familiarity with Salesforce preferred Experience servicing and opening accounts on a custodial platform required Industry licensing (not required) Skilled in multi-tasking, follow-up, and managing priorities effectively Strong analytical, problem solving, and organizational skills
Client Service Associate
Reports to : SVP of Custodial Operations
Status : Exempt
We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support.
Duties :
Core Operational Support
- Provide back-office investment operations support to advisors and clients through Salesforce tasking and custodian execution, including :
- New account openings
- Money movement requests
- Account transfers (ACATs and non-ACATs)
- Address changes and account updates
- Client distributions and RMDs
- Contributions and deposits
- General account service requests
- Assist in the onboarding of accounts as part of advisor and client transitions to ensure a smooth, accurate, and timely onboarding experience.
- Document, track, and complete all assigned tasks with accuracy and attention to detail.
- Ensure all activities adhere to regulatory and firm compliance standards.
Custodian & Internal Coordination
Brokerage & Direct-Held Support
Complex Case Management & Escalations
Process Improvement & Documentation
Minimum Education : College degree
Skills and Experience :