Customer Success Advocate Salary at Hubert Co BETA

What You'll Be Doing The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. What We're Looking For * Support the daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information. * If registered with FINRA, accept, enter and confirm all types of solicited and unsolicited trade orders from clients or as directed by a Financial Advisor or other registered employee * Develop and preserve client relationships by responding to all client inquiries and anticipating client needs; pro

Jackson Hewitt - JobID: 100-148837933 [Customer Service Representative] As a Client Service Associate at Jackson Hewitt, you'll: Greet all potential clients with a friendly and professional demeanor; Engage in conversation with potential clients to share information about Jackson Hewitts services and promotions; Quickly and accurately verify and enter customers personal and Form W-2 information into Jackson Hewitts proprietary software; Assist with scheduling tax preparation appointments; Monitor client flow at the location and keep clients engaged during periods of wait time...Hiring Immediately >>

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

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

We are a prominent sales and business development firm in the Cincinnati area that represents top clients in the telecommunications and technology industries. Our ultimate goal is to ensure our clients are achieving maximum brand visibility and increasing customer engagement. This year, weve seen exceptional growth and success, which highlights our commitment to driving results and innovation. As the entry-level Client Services Associate, you will work closely with clients and customers alike to bolster brand awareness in the community and in turn drive sales revenue. Our entry-level Client Services Associates are experts in our clients products and services, and they are excited to share their knowledge directly with consumers. If youre a people person with a passion for telling clients brand stories, we want to hear from YOU! Client Services Associate Day-to-Day Responsibilities: Work directly with customers to promote our client's brand, products, and services Explain product featur

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

We are a prominent sales and business development firm in the Cincinnati area that represents top clients in the telecommunications and technology industries. Our ultimate goal is to ensure our clients are achieving maximum brand visibility and increasing customer engagement. This year, weve seen exceptional growth and success, which highlights our commitment to driving results and innovation. As the entry-level Client Services Associate, you will work closely with clients and customers alike to bolster brand awareness in the community and in turn drive sales revenue. Our entry-level Client Services Associates are experts in our clients products and services, and they are excited to share their knowledge directly with consumers. If youre a people person with a passion for telling clients brand stories, we want to hear from YOU! Client Services Associate Day-to-Day Responsibilities: Work directly with customers to promote our client's brand, products, and services Explain product featur

Job Description Job Description We are a prominent sales and business development firm in the Cincinnati area that represents top clients in the telecommunications and technology industries. Our ultimate goal is to ensure our clients are achieving maximum brand visibility and increasing customer engagement. This year, we’ve seen exceptional growth and success, which highlights our commitment to driving results and innovation. As the entry-level Client Services Associate, you will work closely with clients and customers alike to bolster brand awareness in the community and in turn drive sales revenue. Our entry-level Client Services Associates are experts in our clients’ products and services, and they are excited to share their knowledge directly with consumers. If you’re a people person with a passion for telling clients’ brand stories, we want to hear from YOU! Client Services Associate Day-to-Day Responsibilities: Work directly with customers to promote our client's brand, products,