Customer Service Executive Salary at Aes Technologies Pvt Ltd BETA

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings Client Service, Associate, Service, Asset Manager, Financial Planning, Client, Retail

Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Activities may include but are not limited to servicing clients by assembling and analyzing client data, helping prepare financial plans, working with clients to process transactions, trades and other practice management tasks as needed. In addition to supporting advisor(s), you'll be a part of our operations team providing the branch with general administrative and reception support as needed, including but not limited to understanding firm policies, procedures and digital tools. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you prosper i

POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile * Confirm authorization and authenticate client when proc

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings Client Service, Associate, Registered, Service, Asset Manager, Financial Planning, Retail

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as desc

Preferred Skills: Excel in communication, showcasing active listening and effective problem-solving abilities. Embrace a continuous learning mindset, readily adapting and adjusting to new situations. Thrive both in collaborative team environments and as an independent contributor. Possess an unwavering work ethic and an indomitable drive to succeed. Heres what you can expect from this exceptional opportunity: Enjoy the flexibility of a personalized schedule with the added bonus of weekly pay. Embrace the freedom and convenience of a 100% remote position, allowing you to work from anywhere. Immerse yourself in weekly trainings led by top leaders, equipping you with the skills and knowledge needed to excel. Prioritize the security of your future with comprehensive life insurance coverage. Benefit from health insurance reimbursement, ensuring your well-being remains a top priority. Leverage industry-leading resources and cutting-edge technology, empowering you to thrive in your role. In l

POSITION SUMMARY: 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 growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. We are seeking both Registered and Non-Registered Client Services Associates for our branches. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Onl

A Client Service Associate role is now available for our Financial Services client. A prestigious position to work with wealth management professionals that care about their clients, and their people. Responsibilities: Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications. Facilitate account opening and maintenance for existing financial planning clients. Ensure full transfer of assets where applicable Facilitate alternative investments as well as annuities, life insurance and 529 investments. Work directly with account custodians and investment platform providers as necessary. Partner with Advisory Team and Client Service Team to fulfill financial investment client needs. Serve as the primary means to the financial advisors to facilitate opening accounts and servicing clients. Must have financial services, wealth management industry experience. Excellent benefits and great tea