Client Services Associate Salary at Kaminer Financial Group Ltd BETA

Jackson Hewitt - JobID: 100-147358623 [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 >>

Jackson Hewitt - JobID: 100-150323523 [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 >>

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a car

Apply Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: * Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. * Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. * Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built

Job Description Apply Now Position Summary: Position summary: The Client Service Associate is responsible for supporting the Meridian Wealth Advisors who provide comprehensive financial planning services to high-net-worth individuals and families. Under the direction of the Director of Client Service, the CSA will respond to client inquiries, fulfill requests and support the Advisors meeting preparation and scheduling. Qualifications Required: * Bachelor's degree in Business or related field; or an equivalent combination of education and work experience * NASAA Series 65 licensed * 3+ years of previous customer service experience in a financial services firm * Ability to work in a team environment * Strong computer skills (MS Office, etc.) * High degree of attention to detail and ability to multitask * Understanding of registered investment advisor compliance rules and responsibilities. Essential functions and responsibilities: * Is the direct liaison for all client related inquires; f

**Position Overview** At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will be based in Philadelphia, PA. This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion. The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service As

Smithbridge Asset Management, an established, fast-growing, financial planning and investment management firm located in Chadds Ford, PA currently has an excellent career opportunity for a full-time Client Service Associate to join our amazing team. We are a firm focused providing superior results and service to our clients, many of whom have been with the firm for many years. To find out more about the firm, please visit Salary and Benefits Salary and total compensation for this position will be based on experience, with a range of $50,000 $70,000, based on experience. Medical insurance 100% paid by company Employer Funded Retirement 10% of base salary in 401(k) and profit share plan Flexible atmosphere and work schedule Quarterly bonus program Job Responsibilities: Provide direct support to clients of multiple advisors in the firm Respond to client service requests via phone and email Maintain updated information in our CRM Salesforce Manage email for multiple email inboxes Scanning

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