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Licensed Client Service Associate Jobs

Client Service Officer - Associate
By Deutsche Bank At , Jacksonville, 32256
Analytical and problem-solving skills. Ability to take full ownership of client issues across the Cash Management organization
A deep understanding of global and local Brazil Cash Management and associated products
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
Customer service orientation and attitude with an ability to manage client expectations. A proven track record in customer service
Client Service Associate Jobs
By Raymond James At Leesburg, VA, United States
An equivalent combination of experience, education, and/or training as approved by Human Resources.
Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
Performs other duties and responsibilities as assigned.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
High School Diploma or equivalent and one (1) or more year’s securities industry or related work experience preferred.
Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries.
Aladdin Business, Client Service - Product Expert, Associate
By BlackRock At New York, NY, United States
Previous knowledge and experience with specialized portfolio construction/reporting tools
Build deep product and workflow expertise, handle the most complex client asks and elevate the knowledge of the support organization
Own complex Aladdin user inquiry demonstrating technical knowledge to determine root cause and steps to resolve
Formulate and implement strategic objectives to improve Aladdin user experience through process and technology enhancements
Deployment of new products and functionalities with Product Managers, Developers and Product marketing
In-depth technical understanding and knowledge of investment processes and workflows
Client Service Associate Jobs
By Morgan Stanley At , New York, 10036, Ny
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Industry experience is a plus
Portuguese speaking skills a plus
Exceptional writing, interpersonal and client service skills
Registered Client Service Associate *
By Morgan Stanley At Boulder, CO, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Two or more years of industry experience preferred
Strong industry, product, and branch procedures knowledge
Client Service Associate* Jobs
By Morgan Stanley At Medford, OR, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Industry experience is a plus
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
Client Service Associate Jobs
By JPMorgan Chase Bank, N.A. At , New York, Ny $76,000 - $106,000 a year
Required qualifications, capabilities and skills
Preferred qualifications, capabilities and skills
Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
Share your knowledge and become a mentor to help your team succeed.
Strong experience of Over the counter (OTC) Credit & Rates derivatives products
Excellent verbal and written communication skills.
Client Service Associate Jobs
By Guidepoint At , Phoenix, Az $55,000 a year
Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients
Excellent time management and organizational skills
Work with Project Managers to develop strategies for satisfying each client project request
Excellent written and verbal communication skills
Commuter benefits and a corporate gym rate
Hard-working professionals who strive for excellence
Client Service Associate Jobs
By Morgan Stanley At Springfield, MO, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Two or more years of industry experience preferred
Strong industry, product, and branch procedures knowledge
Registered Client Service Associate
By Texas Wealth Management, LLC At , Houston, 77058, Tx From $70,000 a year
At Texas Wealth Management, LLC we offer a professional (and fun) working environment:
Customer relationship management: 2 years (Preferred)
Possesses excellent communication and organizational skills
Solid problem solving and analytic abilities
Two plus years of experience in a similar position preferred
Competitive starting salary (70k+ possible depending on qualifications)

Are you looking for a challenging and rewarding career in the financial services industry? We are looking for a Licensed Client Service Associate to join our team! As a Licensed Client Service Associate, you will be responsible for providing exceptional customer service to our clients, managing client accounts, and providing financial advice. If you have a passion for helping people reach their financial goals, this is the job for you!

Overview A Licensed Client Service Associate is a professional who provides customer service and administrative support to clients of a financial services firm. They are responsible for providing a high level of customer service, ensuring that client inquiries are handled in a timely and accurate manner, and providing administrative support to the firm’s financial advisors. Detailed Job Description The Licensed Client Service Associate is responsible for providing customer service and administrative support to clients of a financial services firm. This includes responding to client inquiries, providing information about the firm’s products and services, and assisting with the completion of paperwork. The Licensed Client Service Associate is also responsible for maintaining client records, ensuring accuracy of data, and providing administrative support to the firm’s financial advisors. Job Skills Required
• Excellent customer service skills
• Strong communication and interpersonal skills
• Ability to multitask and prioritize tasks
• Proficiency in Microsoft Office Suite
• Knowledge of financial services products and services
• Ability to work independently and as part of a team
Job Qualifications
• Bachelor’s degree in business, finance, or a related field
• Previous customer service experience
• Series 7 and 63 license
• State insurance license
Job Knowledge
• Knowledge of financial services products and services
• Knowledge of customer service principles and practices
• Knowledge of financial regulations and compliance
Job Experience
• Previous customer service experience
• Previous experience in a financial services firm
Job Responsibilities
• Respond to client inquiries in a timely and accurate manner
• Provide information about the firm’s products and services
• Assist with the completion of paperwork
• Maintain client records and ensure accuracy of data
• Provide administrative support to the firm’s financial advisors
• Follow up with clients to ensure satisfaction with services provided