Customer Solution Representative Salary at Drive Medical BETA

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

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

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build truste Client Service, Associate, Client Support, Service, Skills, Client Relations, Retail

As a Client Service Associate for the Separately Managed Accounts business you will partner with the portfolio management team, operations, trading and distribution to provide a best in class service & operational experience for all of our clients. W Client Service, Associate, Service, Client Relations, Operations, Retail

theSkimm' We're hiring a Client Services Associateto join our Sales team full-time in NY. About our team and what we'll build together theSkimm's Sales team is a growing group of experienced, resourceful, and scrappy hustlers. We pull out all of the stops to get sh*t done, whether that's working with agencies and clients directly, seeking out third-party partnerships to drive incremental revenue alongside top of the funnel growth, or contributing to the growth and efficiency of our pre and post-sales operations. This position will work as part of theSkimm's post-sale team, overseeing the execution of high-touch custom advertising campaigns in post-sale. The Client Services team is the main point of contact for external clients and internal teams (branded content, design, social, video, experiential, etc.), ensuring flawless campaign execution across theSkimm's portfolio of bespoke ad products and sponsorship packages. This position is a full-time role based in New York, NY and will rep

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts and service requests * plan team marketing events and maintain marketing materials * provide the team with a detailed calendar of activities Detailed salary information: * New York: the salary range for this role is $68000 to $75000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we embrace flexible ways of working when

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