Client Advisor Salary at Nemr Total Hr BETA

We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. In this role, you will serve as the primary point of contact for clients, ensuring they receive exceptional service and support. The Client Services Associate will work with the Wealth Management & Planning Department to ensure effective processing, tracking and communicating to clients with the status of Investment new business. Chief responsibilities are completing application paperwork, assisting clients with transfer of assets for new accounts, monitoring new business processing, maintaining client files, databases and workflows. Hybrid Schedule: In office 1 day per week Location: Bala Cynwyd, PA Essential Duties Monitoring and processing new business including: Preparing investment account applications and related paperwork Coordinating asset transfers Working with Broker/Dealer back office Monitoring new business process and updating clients and financial advisors proactively Respond

Job Description Job Description Client Service Associate Rockwood Wealth Management is an established financial advisory firm serving clientele from our office in New Hope, PA. We are in the family wealth management business focusing on high-net-worth clients, families, and business owners. Through a planning process built on integrity, expertise, and attention to every detail, we navigate our clients through every phase of comprehensive financial planning and discretionary investment management. We have been serving this area and regional niche for more than 15 years and have a constantly evolving succession plan in place to ensure that we’ll be here 30+ years from now. This is a unique opportunity unlike most in the financial services industry. First, our firm is completely independent…there is no broker dealer affiliation. Therefore, as fiduciaries our loyalty belongs exclusively to our clients. Second, we offer a competitive compensation structure (salary and benefit package) and a

Our Client is an independent advisory firm with approximately $10B in assets under management and works with both high net worth individuals and families, as well as institutions such as endowments, non-profits and pension funds. They provide customized investment solutions, broad asset class management and high-level client service. This is a newly created role for a Client Administrative Associate, this individual will work on a Client Advisor Team and be responsible for supporting the client process by providing hands on support to the Partners as well as taking a proactive role in handling operational tasks to support the client process. Job Description Responsiblities include: Assisting with cash management for ultra high net worth clients and overseeing the process: managing cash (buying and selling cash managed funds), handling the tickets for private equity calls, handling Fidelity/Schwab forms for wire transfer payments, confirming that all tasks are processed and completed Ca

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 processing

Job Description Job Description We are seeking an enthusiastic and dynamic individual to join our team as a Retail Marketing and Promotions Client Relations Representative. In this role, you will play a vital role in building and maintaining strong relationships with our clients in the retail industry, ensuring their marketing and promotional needs are met with excellence. Key Responsibilities: 1. Client Relationship Management: Cultivate and maintain positive, long-lasting relationships with our retail clients. Act as the primary point of contact for client inquiries and concerns, ensuring timely and effective communication. Gain an in-depth understanding of each client's unique needs and goals. 2. Retail Marketing and Promotions Expertise: Execute retail marketing and promotions in big box retailers for assigned clientele Stay up-to-date with the latest trends and strategies in retail marketing and promotions. Provide expert guidance to clients on developing effective marketing and p

Job Description Job Description Great opportunity to join our growing company! New opportunity to join our growing company and become part of the operations team. PowerPay offers a great working environment (state of the art technology, spacious up to date office, full stocked kitchen, fun areas - ping pong table, corn hole, soccer and more!) and the opportunity to contribute to the growth of the organization. PowerPay is in search of a Client Account Representative (CAR) due to increased organization growth. You will work closely with our customer operations and sales team to ensure we are delivering a positive client experience. Our aspirations are high and with your expertise you can help take our business to the next level. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned as needed. Maintaining a positive, empathetic, and professional attitude toward customers Inbound and outbound calls to address customers’ questions about products and serv

The Trust Team at The Haverford Trust Company is responsible for the daily administration and maintenance of the company’s fiduciary account business, which directly manages client trust and estate accounts. The Trust Administrator reports to and partners closely with the VP, Trust & Estate Administration and Trust Officer to provide direct support to them in managing their portfolio of trust relationships. The Trust Administrator also works closely with an additional Trust Officer and the other Trust Administrators and Senior Trust Administrators to collaborate and ensure best practices and efficiencies for the entire Trust Administration Team. ABOUT HAVERFORD TRUST The Haverford Trust Company was founded in 1979, and our commitment to quality remains the cornerstone of our success. The Haverford Quality Investing® philosophy is supported by the expertise and integrity of our people, not to mention the reputation and track record of our company. As of December 31, 2024, we had $15.0B

Client Services / Sales Support Associate (Marlton, NJ) Harriett Financial Group is seeking a motivated and team-oriented individual to join our energetic financial planning practice.The role will require on-site work in our Marlton, NJ location. The primary role of the Client Services Associate is to ensure that our clients receive prompt and professional service along with effective problem resolution. Provide administrative and clerical support to financial representatives. This position requires excellent customer service and problem-solving skills so information may be communicated to the Financial Professionals and clients in an efficient and professional manner. Also, requires strong organizational skills and attention to detail. Responsibilities: Main point of contact for clients for their service needs including, but not limited to, general account questions, account changes, etc. Schedule and confirm client appointments. Prepare and process client paperwork for all transactio