Client Services Associate Salary at Mediamath Inc BETA

About the job Client Service Associate Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity to learn and grow alongside some of the best in the business. If you have, or are looking to obtain your Series 7 / 66 licenses and kickstart your career in Wealth Management, please apply here! Responsibilities: Work directly with the clients on Financial Planning as well as cash flow planning for retirement Assist clients with their accounts, including maintenance and creation of new accounts Manage and validate accounts transfers Assist with any distributions / checks / wire transfers Assist with file coordination for quarterly administrative and investment reviews Ad hoc projects when required Qualifications: Series 7 / 63 / 66, SIE highly preferred 1-3 years of experience in

WHAT YOU'LL DO The Client Service Associate is responsible for assisting the Financial Advisor and servicing clients with a full line of investment products, including mutual funds, annuities, equities, and fixed income securities in a financial planning setting. WHAT YOU'LL BRING Assist Busey Wealth Management in meeting the goals and objectives of the organization utilizing the Wealth Advisory program. Prepare letters, forms, and reviews to assist with servicing existing clients and prospecting for new clients. Respond to client correspondence and interact daily on the phone or in person with prospective and existing clients. Handle financial operational issues that might occur with statements and transactions. Process incoming correspondence, checks, mail, and email. Review daily reports from Raymond James Financial Services and take necessary actions. Forward all account information to home office for approval and scanning. Prepare advisor with necessary paperwork prior to client a

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

Description Jacob William Advisory, an independent advisory firm in Cockeysville, MD, is seeking a motivated and detail-oriented individual with a passion for helping others to join our growing team as a Client Service Associate. This position plays an important role in supporting our Advisors and creating an exceptional customer experience for clients as we work to bring clarity and understanding to their financial lives. This individual will be responsible for assisting Advisors in client meetings, building financial plans, and implementing proposed strategies. This position will also service clients front to back, from client inquiries and requests, to account opening and account maintenance. The Client Service Associate must be able to manage multiple tasks at a time while maintaining professional poise and courtesy to clients and internal stakeholders. Responsibilities •Client operations, inquiries, requests, and communication •Oversee and own Financial Planning Process •Enter cli

Join us at JPMorgan Chase and be a part of a team that is committed to excellence, innovation, and client satisfaction. Your attention to detail and organizational skills will play a key role in enhancing the client experience and driving our success in the Commercial Banking sector. As a Client Services Associate within Global Practice Leadership, you will be entrusted with the critical task of receiving, reviewing, and executing entitlement requests for Access and Chase Connect, working closely with our Onboarding and Client Service agents. Your role will also involve resolving client inquiries with precision and efficiency, acting as a vital liaison between our Client Service and operations units. Job Responsibilities Receive, review, and execute entitlement requests for Access and Chase Connect from Onboarding and Client Service agents Handle requests related to new JPMorgan Access and Chase Connect Profile Creation, addition of security admins, linkage of new accounts, and additio

POSITION SUMMARY: Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate 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. We are seeking both Registered and Non-Registered Client Services Associates for our branches. 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 Onl

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). What We're Looking For * Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. *

First point of contact for clients and visitors in the office and by phone - Assist the team with all non-sales related functions (clerical/administrative work) - Prepare meeting documents and other materials - Schedule meetings for team - Utilize gr Associate, Sales, Retail, Staffing, Account, Communication, Process, Customer