Client Advisor Salary at Frankel Acura BETA

Job Description Job Description MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following: Interfacing directly with clients to complete service requests Assist & coordinate operational procedures, including reporting and cash management within client accounts Assist with the completion of investment trades within client accounts Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client a

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Rockville, MD. To view other open roles, visit jobs.lead-advisor.com Role Profile Summary The Client Service/Associate Advisor is responsible for assisting Lead Advisors in an effort provide exceptional service to the company's clients. This role requires outstanding organizational and communication skills. This role will also grow into an Associate Advisor role as the employee gains experience with our company and client base. Core Responsibilities · Work with advisors to research, implement, and manage client investment accounts. · Provide exceptional client service by assisting with insurance policy or investment account service requests. · Facilitate the execution of client service schedule by meetings in accordance with the client’s segmentation. · Prepare and review the client folder with all necessary prep materials and deliverables prior to a client meeting. · Maintain exc

Job Description Job Description MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following: Interfacing directly with clients to complete service requests Assist & coordinate operational procedures, including reporting and cash management within client accounts Assist with the completion of investment trades within client accounts Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client a

Mariner Advisor Network is recruiting for a Senior Client Service Associate to join Connect Wealth in Annapolis, MD. Connect Wealth is dedicated to helping clients simplify their financial lives to focus on what truly matters. Authenticity, trust, and teamwork are their core values, guiding their commitment to transparent and ethical financial practices. Connect Wealth focuses on building lasting relationships with empathy and loyalty, ensuring financial well-being for all. Mariner Advisor Network serves as a strategic partner to Connect Wealth. The Senior Client Service Associate is a full-time position that will be instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, and managing a diversity of financial and administrative tasks, then this opportunity is for you. The ideal candidate will be professional, compassionate, and consistently provide the highest standard of client service

World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World's unique niche. W

Job Description Job Description At Higher Heights, we believe in the power of personalized customer service and direct engagement. We are seeking a Client Services Associate to join our growing team and play a pivotal role in delivering exceptional service to our clients. This entry-level position is not in a call center environment but rather focuses on face-to-face interactions, offering a unique, hands-on approach that has driven our unprecedented growth. As a Client Services Associate, you’ll be the bridge between our clients and their customers, using your exceptional people skills to create and maintain strong relationships. You’ll help us execute personalized marketing campaigns designed to drive customer acquisition and satisfaction while contributing to the overall success of our clients' brands. What You’ll Do: Build and maintain client accounts through direct customer interactions, driving revenue and creating lasting relationships Master the client-provided software systems

BAYADA Home Health Care has an immediate opening for a **Client Services Associate/Intake Specialist** in our **Towson, MD Home Health Senior Living** office. Are you looking for an exciting opportunity in a fast-growing industry? Do you want to make a difference in peoples lives while you grow your career and learn the business? Were BAYADA Home Health Care and we believe that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills to this dynamic and entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients. If you are looking for an exciting career opportunity in a growing industry, **Associate** could be the position for you! Through hands-on experience, **Client Services Associates** at BAYADA learn all aspects of managing and growing a caseload and recruiting staff in order to bec

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