Client Services Representative Salary at Lockton Companies BETA

This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo). What You Will Do: Act as a liaison between the registered representatives and their clients. Answer phones, schedule appointments, and prepare materials for client meetings. Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients. Prepare and complete client paperwork

Position Purpose This team member blends a love of people with an affinity for details. The Client Services Associate works closely with the other Client Service team members to provide a top-notch experience to current and prospective clients of the firm. As basic tasks are mastered, additional tasks/responsibilities may be assigned. This position works under the supervision of the Client Services Manager and side-by-side with the Client Services Associate + Technology Implementation Specialist. All team members at Rademacher Financial have the potential for unlimited growth within the firm as tasks are mastered. Client Service: · Learn the firms’ processes from the ground up. · Function as a member of the Client Service Team to give our clients an exceptional experience: o Assist with incoming calls/greeting clients and outgoing correspondence as needed. o Prepare outgoing correspondence and life event greeting cards. o Prepare new business forms, open client accounts, and track acco

Job Description Job Description Customer Service Operations Specialist – Join Our Team at Tidy Up Angels! We’re looking for a bilingual (English & Spanish) Customer Service Operations Specialist to help manage our daily field service operations, support our team, and ensure excellent customer service. If you’re organized, tech-savvy, and thrive in a fast-paced environment, this role is for you! Key Responsibilities: Operations Management Oversee and coordinate the daily operations of our field service teams to ensure seamless workflow Handle incoming customer calls and field team calls, addressing any issues promptly and professionally Manage and maintain our cleaning service schedule to ensure on-time service to our clients Customer & Team Support Provide excellent customer service & team support, assisting with inquiries, special requests, and concerns Act as the main point of contact between office staff and field teams for smooth communication Administrative Tasks Verify billing ac

About Our Client Our client is a boutique financial services firm focused on providing tailored financial solutions to high-net-worth individuals, families, and executives. Known for their dedication to client success and close-knit team culture, they are seeking a highly organized, detail-oriented Lead Client Service Associate to join their Kansas City office. This role supports a fast-paced team by streamlining daily operations and providing exceptional client service, ensuring advisors are prepared to deliver impactful financial solutions. Position Overview The Lead Client Service Associate will be essential in managing and supporting the daily activities of new business opportunities, working closely with advisors and internal team members. By taking on critical operational tasks, this person will free up time for senior team members to focus on client relationships. Reporting to the Director of Operations and collaborating with team leads, the Associate will ensure smooth processe

Job Description Job Description BridgeQuest Wealth Strategies is an independent financial planning firm focused on assisting clients through major life transitions. We’re growing – and we’re looking for a driven, organized, multi-talented individual to join our team. Our ideal candidate is someone with a solid administrative background in the financial services industry who is tech-savvy, infinitely organized and responsible. When applying, please attach your resume and provide a brief cover letter explaining why you would be a good fit for the position. Wondering what your job will look like? As Client Services Associate, you will assist with administrative functions, office organization, client services, and operational support for a small team. Your contribution will play an integral part in the day-to-day operations of our business and will be a vital role in ensuring our clients are well taken care of and fully satisfied with our services. You’ll be responsible for a wide variety

Job Description Job Description BridgeQuest Wealth Strategies is an independent financial planning firm focused on assisting clients through major life transitions. We’re growing – and we’re looking for a driven, organized, multi-talented individual to join our team. Our ideal candidate is someone with a solid administrative background in the financial services industry who is tech-savvy, infinitely organized and responsible. When applying, please attach your resume and provide a brief cover letter explaining why you would be a good fit for the position. Wondering what your job will look like? As Client Services Associate, you will assist with administrative functions, office organization, client services, and operational support for a small team. Your contribution will play an integral part in the day-to-day operations of our business and will be a vital role in ensuring our clients are well taken care of and fully satisfied with our services. You’ll be responsible for a wide variety

Financial Center Client Service Representative Olathe, Kansas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Were devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give yo

Join IV Nutrition as a Client Service Associate - Where Wellness Meets Exceptional Service! Are you personable, approachable, and tech-savvy? Do you love creating meaningful connections while delivering outstanding customer experiences? At IV Nutrition, we're on a mission to help people feel their best-and we need a Client Service Associate who's passionate about hospitality, health, and making every client feel valued. In this role, you'll be the heart of our clinic, greeting guests, managing schedules, processing payments, and assisting with light clinical tasks like taking vital signs and removing IV catheters-all while keeping the environment organized and welcoming. If you're ready to join a fast-growing wellness brand and bring your customer service skills to the next level, apply today and help us make a difference-one client at a time!