Service Associate Salary at 401 Plans BETA

is a progressive financial planning firm devoted to helping people expand whats possible with money. We treat each other with the same level of care and respect we treat our clients its why we offer unlimited vacation, flexible work hours (and location), sixteen weeks of paid parental leave, and . Please note that this role has a hybrid work location, with a requirement that the first 90 days of employment are onsite in our Santa Monica, California office. The purpose of this requirement is to maximize your access to support and acclimate you quickly. Starting wage for this position is $65k - $70k. Abacus Client Service Associates (CSAs) are the backbone of our organization. A career in this role means youll partner with our financial advisors to ensure our client experience is consistent, engaging, and pleasant. To excel in this role, you will need outstanding customer service, and should feel comfortable solving problems independently and treating our clients with the utmost care. Wh

The Client Service Associate position is an entry-level position in our firm with the unlimited opportunity for advancement only offered in an entrepreneurial startup environment. This position serves as the main liaison between our clients and consumers and is essentially the eyes, ears, and voice of the brand. The Client Service Associates main responsibility is to interact with consumers directly and assist them in choosing the appropriate products and services needed for their daily lives while maintaining a consistently positive brand image. The few coveted spots in the customer-facing team will be trained in all product knowledge and customer service/sales techniques and how these translate across all departments of our firm. Client Service Associate Responsibilities Include: Follow up on assigned customer leads and business prospects daily through direct contact on multiple channels Deliver exceptional customer care and always resolve any issues or complaints with professionalis

The Client Service Associate position is an entry-level position in our firm with the unlimited opportunity for advancement only offered in an entrepreneurial startup environment. This position serves as the main liaison between our clients and consumers and is essentially the eyes, ears, and voice of the brand. The Client Service Associates main responsibility is to interact with consumers directly and assist them in choosing the appropriate products and services needed for their daily lives while maintaining a consistently positive brand image. The few coveted spots in the customer-facing team will be trained in all product knowledge and customer service/sales techniques and how these translate across all departments of our firm. Client Service Associate Responsibilities Include: Follow up on assigned customer leads and business prospects daily through direct contact on multiple channels Deliver exceptional customer care and always resolve any issues or complaints with professionalis

WHO IS WESTERN ASSET Western Asset Management focuses on supporting our clients' financial goals and creating positive outcomes for all kinds of people. Primarily a globally integrated fixed-income manager, we source ideas and investment solutions worldwide, with an emphasis on long-term fundamental value investing, using multiple diversified strategies. As a Client Service Associate at Western Asset, your focus will be on building outstanding external and internal relationships that best support our clients' unique investment needs and objectives. Working in an increasingly automated environment, you'll deliver proactive analytical and organizational support to our clients and to your team of Executives. You'll learn our business from the ground up by working closely with every department at the organization including Marketing, Product Management, Investment Management and Operations. You will play a key role in client relationships and departmental initiatives. What you will do * Bu

Hybrid A prominent financial services firm based in Los Angeles, California, is seeking a Private Client Services Associate to support high-net-worth clients with a range of financial services. This role focuses on managing client relationships, facilitating the onboarding process, and ensuring the efficient execution of daily operations, including coordinating meetings and handling financial transactions. The ideal candidate will possess strong organizational skills, attention to detail, and a commitment to delivering exceptional client service. This position offers significant growth opportunities, with the potential for advancement into advisory roles, while contributing to a collaborative and dynamic team environment. Salary Range: $70,000 - $75,000 / year DOE Private Client Services Associate Responsibilities: Onboard new clients, managing all steps from initial contact to full integration Coordinate and schedule client meetings with advisors, ensuring seamless communication and p

POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on cli

Due to our firm's adaptability, resiliency, and creativity, we maximized the relationships we have previously built in the telecommunications industry with new lucrative essential service provider partnerships. In response to our business's continued growth, we are looking for a Customer Service Associate to serve this new partnership. The Customer Service Associate will assist and oversee an existing customer and new customer base that our clientele provides us through a lead-generated database. Customer Service Associate Responsibilities: Collaborate with management staff to stay updated on new client products, services, sales promotions, and policies Interact with clients in a friendly and professional manner while actively listening to their concerns and resolving issues promptly Provide targeted service and product solutions during one-on-one meetings with customers and clients Handle confidential customer information with sensitivity and discretion according to the client's compl

Job description DOGPOUND Client Services Associate THE FACE AND FRONTLINE OF DOGPOUND: the ultimate DOGPOUND Brand Ambassador, you are the first client experience and point of contact for DOGPOUND. Energetic, charismatic, authentic, thrives on a community, and works well in a team / family environment. Experienced, with an eagerness to grow and learn more. Requirements and Responsibilities: Must possess a high level of technological proficiency: all Apple OS and Google Drive platforms; MINDBODY experience is highly desired. Exceptionalverbal/written communication; can construct professional, informative, well-written correspondence to be viewed by clients, staff, and management. Team Player:You will be coordinating efforts between different levels of the internal DOGPOUND structure, and it is important, that you are able to work well alongside others. Smashes time management skills, with an organized, efficient, and reliable approach; CSA will be in charge of everything schedule-relate