Client service associate serp_jobs.h1.location_city
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Client service associate • washington dc
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Client Service Associate (CSA).Signature Estate & Investment Advisors, LLC (SEIA).Become a Client Service Associate (CSA) with SEIA! The CSA serves as a key liaison between clients, advisors, f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
We are not working with external recruiters or search firms for this position - please do not reach out.Renova One unites 11 trusted companies under one brand, delivering seamless renovation and re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scali...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams o...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
Job Summary • • Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Ser...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
At Mintz Group, we specialize in uncovering the truth.For over 30 years, we have provided top-tier investigative services to help our clients make informed decisions, mitigate risks, and seize oppo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Beloform is a forward-thinking organization dedicated to delivering high-quality project solutions with precision, innovation, and a strong focus on partnership.
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We are seeking a motivated and detail-oriented.This role is ideal for someone who excels at building professional relationships, resolving client inquiries, and maintaining a high standard of servi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate — Washington, DC (Hybrid : Two Days in Office).ISC’s team of Financial Services Recruiters is partnering with a .
This is an established, independent firm se...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Key Responsibilities : • Answers telephone calls quickly, efficiently and in a professional and friendly manner • Warmly greets clients and provide exceptional service • Entering new client informa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Pathstone Associate Program : A Client Advisory CareerPath!.Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm.
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At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level of care and specialized support.
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Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions.Located just outs...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Job Title : Client Services Associate.LHH is seeking a highly organized, motivated, and professional individual to join our client's team as a Client Services Associate.The ideal candidate will ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Signature Estate & Investment Advisors, LLCMcLean, VA, USjob_description.job_card.variable_days_ago
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job_description.job_card.job_descriptionBachelor’s degree preferred FINRA licenses Series 7 and 66 not required but a plus Computer skills : Microsoft Office (Excel, PowerPoint, Word), Outlook, CRM (Salesforce preferred) Experience with customer service, problem solving and support skills Time management and organizational skills Attention to detail and follow through Thoughtful verbal and written communication skills Knowledge of financial planning concepts and or willingness to learn Demonstrates coachability Employee medical : With SEIA and employee contributions Employee dental, vision and life insurance : Fully paid by SEIA Dependent medical, dental and vision : Employee paid options Paid Time Off (PTO) Holiday Pay Volunteer Pay 401k with generous match and immediate full vesting Employee Assistance Program (EAP) and discounts Opportunity to work and grow with a collaborative and entrepreneurial team
Job Description
Job Description
JOB TITLE : Client Service Associate (CSA)
EMPLOYER : Signature Estate & Investment Advisors, LLC (SEIA)
REPORTS TO : Client Service Manager
DEPARTMENT : W2 Advisory Team
SUMMARY : Become a Client Service Associate (CSA) with SEIA! The CSA serves as a key liaison between clients, advisors, financial custodians, and internal departments, ensuring that requests are handled accurately, efficiently, and with care.
While ensuring a seamless experience, the CSA team handles prospect introduction through ongoing relationship management. It is a central role in supporting SEIA’s multiple W2 Advisory Teams by managing account operations, coordinating client service activities and collaborates closely with peers to uphold SEIA’s service philosophy of effort with sincerity. Training will be expected full-time in-office. Position will be eligible for hybrid structure (office 3 / remote 2) after training has been completed and approved by manager. Training is expected to be completed by the third month if not sooner.
DUTIES AND RESPONSIBLITIES :
- Account Management : Prepare, review, and submit account opening and transfer paperwork in a timely and compliant manner.
- Account Maintenance : Process transactions, address changes, and updates; monitor account activity to ensure accuracy and completion.
- Client Service : Respond promptly to client and advisor inquiries by phone or email; provide updates on account status, transactions, and paperwork.
- Documentation & Reporting : Prepare correspondence, meeting summaries, client reports, and other communications as needed.
- Practice Support : Maintain up-to-date client and household data in CRM systems; assist with meeting preparation and follow-up.
- Collaboration : Partner with advisors, operations, and compliance teams to ensure smooth onboarding, high-quality service delivery, and consistent communication.
- Continuous Improvement : Identify opportunities to streamline workflows and improve service standards in alignment with SEIA’s client experience goals.
- Other Duties : Perform additional responsibilities as assigned by management.
QUALIFICATIONS :
SKILLS :
BENEFITS :