Client Consultant Salary at College News BETA

A independent investment consulting and retirement advisory firm serving clients nation-wide is seeking a Client Service Associate. As a Client Service Associate, you will be responsible for assisting financial advisors in all elements of client service, practice management, and business development. Responsibilities Include: Online database management, maintenance of client relationship management (CRM) and portfolio tracking software. Scheduling advisor appointments and maintaining advisors’ calendars. Proposal generation, client onboarding, preparation of new account and related paperwork for new and existing clients. Preparation of client review material, organization and entry of financial data. Tracking and responding to all client service requests and follow up tasks. Assisting with marketing and business development efforts. Qualifications Include: Bachelor’s Degree in a related field or commensurate experience Experience with the Microsoft Office suite Excellent verbal, writte

THE MATHER GROUP The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive wealth management services with our clients’ best interests in mind. What we are doing differently is educating our clients on what fiduciary responsibility really means, at a time when it is more important than ever. OUR CORE VALUES Curiosity Continuously seek knowledge to provide innovative, tailored advice. Humility Value client perspectives to build strong, trust-based relationships. Accountability Deliver on promises with transparent communication and responsible actions. Respect Foster an inclusive environment where all clients feel heard, valued, and appreciated. Resilience Adapt and thrive amidst challenges, providing stability, and peace of mind. Elevate Continuously seek ways to add value and exceed client expectations. CLIENT SERVICES ASSOCIATE We are seeking a highly motivated and detail-oriented Client

Introduction: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that youre close but not an exact match, we encourage you to apply. Overview: As the Client Service Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallaghers clients. You will work alongside experienced team members as you learn the business. Through hands on learning, you will gain the knowledge, skills and abilities to make client-related decisions independently. How you'll make an impact: You learn an

The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Responsibilities: Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular considerati

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. The Client Service Associate role is a valuable part of the overall level of service and communication provided to clients, Consultants, custodian firms and money managers, working on the clients’ behalf to help them achieve their investment goals, no matter how big or small. The position assumes responsibility for supporting the firm’s Institutional Investment Consultants in the areas of account administration, client servicing, trading and consulting projects. Responsibilities: Act as a liaison between custodians and clients by maintaining client records and authorized signers, managing recurring distributions, opening accounts, preparing Standing Letters of Authorization, et

Job Description 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, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world. We are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker. At RH we believe deeply that the "right" people are our greatest asset. We value people with high energy, who possess the ability to energize others. People who are smart, creative and have a point of view. People who see the answer in every problem, versus those who see the problem in every answer. People who are driven, determined and won't take "no" for

POSITION OVERVIEW Our Client Service Associates (CSAs) are an integral part of the Wealth Management Team, providing a broad range of technical and client management support to firm senior advisors, advisors, and Kovitz clients. This role serves as a liaison between our clients, advisors, custodians, and Operations Team. Our CSA Team plays a vital role in managing client relationships, is passionate about client service, and has the highest ethical and professional standards of excellence. A successful CSA at Kovitz is a proactive problem solver with excellent communication, organizational and time management skills. This role is ideal for a meticulous, client-focused professional who takes pride in accuracy, efficiency and delivering a white glove client experience. The right candidate thrives in a fast-paced high-performance environment and is driven to uphold the exceptional standards of our top wealth advisors and clients. SPECIFIC JOB RESPONSIBILITIES Manage all aspects of account

Business Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world’s best companies. BTG provides just the right on-demand talent needed: remote or on-site, part-time or full-time, individuals or teams. That’s why more than 50% of the F100 and hundreds of other leading companies trust BTG to curate, vet, and compliantly deliver talent who fuel growth, innovation, and performance improvement. BTG is a Heidrick & Struggles company. Client Service Associate: START DATE WILL BE JUNE 2025 Role & Responsibilities: As our Client Service (CS) team expands, we invite recent graduates or early professionals (with 0-2 years of experience) to become integral members of our team. We are seeking candidates who are inherently curious about business, self-motivated, and demonstrate an interest in talent vetting/sourcing and client service, thriving in a fast-paced environment. A