Client Associate Salary at Manhattan West Llc BETA

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client 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 Join us At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our p

Your role We're looking for a dedicated individual fulfil a dual role as a Client Service Associate and Office Administrator to: * support the Market with administrative and branch technology related tasks * assist with resolving client issues * perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc.) * assist clients with questions and requests related to their accounts * complete firm-initiated projects * participate in team projects and meetings * assist branch management with Market events, initiatives, and ad-hoc projects. Join us At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we

Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for account Client Associate, Financial Advisor, Client Support, Associate, Client Service, Brokerage, Banking

Job Description Job Description Seeking a Client Associate to join our team! You will provide vital administrative and operational support to the advisor, ensuring the smooth functioning of the office and facilitating efficient and timely client service. This role involves frequent client interaction, document management, scheduling and maintaining compliance with industry regulations. Key Responsibilities: 1. Administrative Support: Assist financial advisor with day-to-day operations, including managing schedules, meetings, and phone calls. Handle all incoming and outgoing communications, such as emails, calls, and mail, ensuring timely responses. Maintain accurate client records, documentation, and files in both physical and digital formats. Prepare correspondence, presentations, and reports as needed. Troubleshoot and resolve product issues and concerns Document and update customer records based on interactions Develop and maintain a knowledge base of the evolving processes and serv

Job Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment. At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you. What will you do? * Build and maintain professional relationships with clients by assisting them and answering account questio

Job Descriptions: D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Winston Salem, NC branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development. If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you! Required Experience: Primary Qualifications:* Eager to advance and grow in the Financial Services Industry ? Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).* High school graduate or comparable work experience.

Job Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment. At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you. What will you do? * Build and maintain professional relationships with clients by assisting them and answering account questio

Introduction: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that youre close but not an exact match, we encourage you to apply. How you'll make an impact: Accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support. Directly into either the Branch Client Service Management Manager or the Branch Client Service Supervisor. Contributes to key business outcomes such as client retention, client satisfactio