Talent.com
Client Service Associate
Client Service AssociateRIA Recruiting • Wilmington, Delaware, USA
Client Service Associate

Client Service Associate

RIA Recruiting • Wilmington, Delaware, USA
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Allegiance Financial Group Advisory Services an established financial planning and investment management firm located in Wilmington NC currently has an excellent career opportunity for a full-time Client Service Associate to join our team. We are a firm focused on providing superior results and service to our clients many of whom have been with the firm for many years. To find out more about the firm please visit our website.

Salary and Benefits

  • Salary for this position will be based on experience with a range of $50000 $60000 based on experience.
  • Quarterly incentive bonus plan (after 6 months)
  • 401(k) with 3.5% match (after 90 days)
  • Portion of health insurance paid by company
  • Collegial office environment
  • Room for growth and training

Job Responsibilities :

  • Provide direct support to clients of multiple advisors in the firm
  • Answer client calls and respond to client service requests primarily using Schwab
  • Maintain updated information in our CRM Redtail
  • Complete and track account paperwork and transfers
  • Schedule client review meetings and assist with meeting prep
  • Assist with prospect and new client onboarding processes
  • Help coordinate client and team events
  • Qualifications :

  • High attention to detail
  • Excellent communication skills
  • Must work well in a team environment
  • Must have a client service attitude
  • Ability to work autonomously after our training period
  • Ability to manage your time efficiently
  • 2 years of professional office experience
  • Qualified candidates will start the process by having a 15-30-minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward you will be required to fill out a Career History Form and if you are selected to advance in the process you will meet with the firm. Qualified candidates may be asked to take assessments.

    We are an Equal Opportunity Employer.

    Required Experience :

    IC

    Key Skills

    Restaurant Experience,Time Management,Food Service,Data Entry,Customer Service,Direct Support,Computer Skills,Serving Experience,Medical office experience,Dietary Department Experience,Medical Terminology,Phone Etiquette

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

    Yearly Salary Salary : 50 - 60

    serp_jobs.job_alerts.create_a_job

    Client Service Associate • Wilmington, Delaware, USA

    Job_description.internal_linking.related_jobs
    VP Payments Compliance (Hybrid)

    VP Payments Compliance (Hybrid)

    The Bancorp Bank, N.A. • Wilmington, DE, United States
    serp_jobs.job_card.full_time
    VP Payments Compliance (Hybrid).US-SD-Sioux Falls | US-DE-Wilmington.After the initial training period, this is a hybrid role, working onsite in either our Wilmington, DE or Sioux Falls, SD office....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    Edward Jones • Smyrna, DE, US
    serp_jobs.job_card.full_time
    This job posting is anticipated to remain open for 30 days, from 03-Dec-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Flexible $ : Earn At Least $2310 For Your First 192 Trips, Guaranteed.

    Flexible $ : Earn At Least $2310 For Your First 192 Trips, Guaranteed.

    Uber • Townsend, Delaware, US
    serp_jobs.job_card.full_time +2
    Earn at least $2310 driving with Uber when you complete your first 192 trips in 30 days.Are you the right candidate for this opportunity Make sure to read the full description below.Driving is an e...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Customer Service Associate

    Customer Service Associate

    Agilent Technologies • Wilmington, Delaware, USA
    serp_jobs.job_card.full_time
    Agilent Technologies is seeking a dynamic and detail-orientedCustomer Service Associateto join our team.This role plays a critical part in managing and enhancing the end-to-end customer journey fro...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Licensed Behavioral Health Clinician

    Licensed Behavioral Health Clinician

    Optum • West Chester, PA, United States
    serp_jobs.job_card.full_time
    Springfield Behavioral of Pennsylvania and J.Snyder, part of the Optum family of businesses, are seeking Licensed Clinical Therapists to join our team in our West Chester, PA location As a member ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Merchandise Associate - TJ Maxx $16-$35 / hr

    Merchandise Associate - TJ Maxx $16-$35 / hr

    TJ Maxx • Middletown, DE, United States
    serp_jobs.job_card.full_time
    No experience requited, hiring immediately, appy now.Job Summary : Responsible for delivering a highly satisfied customer experience demonstrated by engaging and interacting with all customers, embo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Office Services Lead

    Office Services Lead

    Ricoh • Wilmington, Delaware, US
    serp_jobs.job_card.permanent
    Join our legal office environment as a Site Leader, where you will oversee the day-to-day operations of a specialized 1-to-3-person site, fostering employee growth and providing unparalleled custom...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Outpatient Physical Therapist Position - $2,040 per week

    Travel Outpatient Physical Therapist Position - $2,040 per week

    CoreMedical Group • Smyrna, DE, United States
    serp_jobs.job_card.permanent +1
    Core Medical Group is seeking a travel Physical Therapist for a travel job in Smyrna, Delaware.Job Description & Requirements Specialty : Physical Therapist Discipline : Therapy Start Date : 12 / 15 / 202...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Travel Physical Therapist - Competitive Weekly Pay

    Travel Physical Therapist - Competitive Weekly Pay

    TNAA TotalMed Allied • Smyrna, DE, United States
    serp_jobs.job_card.full_time
    TNAA TotalMed Allied is seeking a travel Physical Therapist for a travel job in Smyrna, Delaware.Job Description & Requirements Specialty : Physical Therapist Discipline : Therapy Duration : 13 weeks ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_less • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Patient Account Resolution Rep - Client Services

    Patient Account Resolution Rep - Client Services

    eCommunity.com • Wilmington, DE, United States
    serp_jobs.job_card.full_time
    Community Health Network was created by our neighbors, for our neighbors.Over 60 years later, community is still the heart of our organization. It means providing our neighbors with the best care po...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Clinical Research Associate

    Clinical Research Associate

    Oxford Global Resources • Malvern, PA, United States
    serp_jobs.job_card.temporary
    Provide support to Clinical Affairs team to assure study site selection and conduct of the study by study sites in compliance with Good Clinical Practices, federal regulations, and Clinical Affairs...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Virtual Care Physician

    Virtual Care Physician

    QuickMD • Middletown, DE, United States
    serp_jobs.job_card.full_time
    Join QuickMD, a leading telemedicine provider dedicated to delivering high-quality virtual care in 44 states.Since our inception in 2019, we've successfully facilitated over 100,000 patients in acc...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Citizens Teller

    Citizens Teller

    Citizens • Smyrna, Delaware, United States
    serp_jobs.job_card.full_time
    Description Starting Salary : $19 / hour and up.As a Citizens Teller - YOU make a real difference for our customers and the branch team. What you'll do You'll greet our customers in our lobbies.You'r...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Customer Service Representative – Product Testing

    Remote Customer Service Representative – Product Testing

    GLOCPA • Clayton, Delaware
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    We’re looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Physical Therapy Therapist

    Physical Therapy Therapist

    GO Healthcare Staffing • Smyrna, DE, United States
    serp_jobs.job_card.full_time
    Our client in Smyrna DE has a 8HR DAY travel position for an Therapist traveler with current Physical Therapy - PT experience. The ideal candidate must have at least 2 years of experience, with acti...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Account Associate (Hybrid)

    Account Associate (Hybrid)

    Prudential Financial • Newark, Delaware, USA
    serp_jobs.job_card.full_time +1
    Prudentials Structured Settlements Business is seeking a Relationship Management Support Associate.The Relationship Management Support Associate as a member of the Onboarding and Administration Tea...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Retail Customer Service Associate

    Retail Customer Service Associate

    FedEx • Exton, PA, US
    serp_jobs.job_card.full_time
    The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.Th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Bankruptcy Associate Attorney

    Bankruptcy Associate Attorney

    Jobot • Wilmington, DE, US
    serp_jobs.job_card.full_time
    Prestigious DE firm | Bankruptcy Associate (2-6 yrs) | $220k-$300k | 9.Major debtor cases | Welcomes out-of-state candidates | Paid DE bar prep. This Jobot Job is hosted by : Natasha van der Griendt....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted