Customer Care Professional Salary at The American Association Of Retired Persons BETA

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. The Client Service Associate role is a valuable part of the overall level of service and communication provided to clients, Consultants, custodian firms and money managers, working on the clients’ behalf to help them achieve their investment goals, no matter how big or small. The position assumes responsibility for supporting the firm’s Institutional Investment Consultants in the areas of account administration, client servicing, trading and consulting projects. Responsibilities: Act as a liaison between custodians and clients by maintaining client records and authorized signers, managing recurring distributions, opening accounts, preparing Standing Letters of Authorization, et

Job Description Job Description Global Advisor Group provides financial planning and wealth management services to clients in all 50 states and over 100 countries across the globe. Our team members, apply their extensive client service experience and deep knowledge of investment management to meet the complex financial planning needs of expatriate Americans, and foreign nationals with integrity, objectivity, and perspective. We recognize that our team members are our strength, and the diverse talents they bring to our workforce are directly linked to the firm’s success. We are seeking a Client Service Associate to help us deliver exceptional results and join our team. Position Summary Our Client Service Associate uses skills obtained through experience and training to provide direct support to a Financial Advisor to assist with a wide variety of client and administrative functions. Knowledge/Requirements · Preferred 4-Year Bachelor’s Degree and 2-4 years of administrative experience ·

JOB TITLE: Client Service Associate EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team- Virginia REPORTS TO: Lead Advisor EFFECTIVE DATE: 5/16/2024 SUMMARY: This position supports the lead advisor with account management and client service needs. As a member of an advisory team, each member works together servicing clients. This will involve assistance in every aspect from introduction with a prospect to onboarding a client to servicing the continuous needs of those clients. DUTIES AND RESPONSIBILITIES: Responsible for many aspects of administration and client service for Business Clients and Retail Wealth Clients Responsible for New Business (tracking statistics, open new accounts) Organize and Manage Portfolio Review, Prospect or Closing Meeting Process for Clients Account Maintenance (opening new accounts, follow through, managing transactions, address changes, etc.) Prepare paperwork, letters, client reports and other client communications. Proactive a

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S.-all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in six Canadian provinces and Europe. PCG offers clients a multidisciplinary approach to meet challenges, pursue opportunities, and serve constituents across the public sector. To learn more, visit www.publicconsultinggroup.com . **Duties and Responsibilities** + Supports customer service and operations for clients: + Responsible for initiative planning and ongoing client relationship management + collaborates with external vendors, external consultants, consulting team members, and/or other staff as required in support of initiatives. + Respons

Are you a detail-oriented superstar who loves to stay organized and manage multiple priorities? Do you enjoy working closely with advisors and clients to deliver personalized service? We are seeking a dedicated Client Services Associate to join our team. The ideal candidate will have a strong background in project management, financial services, and customer service. If you have excellent communication skills and a passion for building and maintaining client relationships, we want to hear from you. The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor's clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment. Qualifications - P

Job Description Job Description MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following: Interfacing directly with clients to complete service requests Assist & coordinate operational procedures, including reporting and cash management within client accounts Assist with the completion of investment trades within client accounts Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client a

Job Description Job Description MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following: Interfacing directly with clients to complete service requests Assist & coordinate operational procedures, including reporting and cash management within client accounts Assist with the completion of investment trades within client accounts Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client a

Job Description Job Description MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following: Interfacing directly with clients to complete service requests Assist & coordinate operational procedures, including reporting and cash management within client accounts Assist with the completion of investment trades within client accounts Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client a