Member Service Agent Salary at The American Association Of Retired Persons BETA

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

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 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

Company Description We are a growing wealth management company committed to delivering exceptional client service. Our people make the difference. https://promethiumadvisors.com/ Traits We are looking for people who smile easily and are results oriented, smart and driven to succeed. Attention to detail is very important. Kindness and commitment are highly valued. Role Description This is a full-time on-site role for a securities licensed professional located in Bethesda, MD. The Client Service Associate will be responsible for answering client inquiries, resolving issues, updating client accounts, maintaining documentation, money movement, report generation, coordinating schedules, and implementing processes to optimize efficiency and productivity. There is nothing more important than keeping clients satisfied. Smooth ops and admin are 70% of client satisfaction. This role is critical to our success and is recognized and rewarded accordingly. Qualifications Experience in wealth managem

Overview: The Client Service Associate I provides direct support to the Wealth/Financial Advisor(s). The CSA’s job is to help enhance the client experience by servicing the client’s needs and providing administrative support to the Advisor in their daily business practices. Knowledge of firm policies, procedures and technology allows the CSA I to interface with clients and prospects, anticipate their needs, resolve their problems, and follow through to provide exceptional service. The CSA I should support the firm’s initiatives and maintain risk awareness and regulatory knowledge. Responsibilities: • Prepare new account applications and all other pertinent documents • Prepare reports and other materials for client or prospect meetings • Answer client phone calls and provide necessary assistance • Deliver outstanding client service • Greet clients in the office • Accept (with appropriate licensing and registration) and execute trade requests • Research and resolve notifications • Partic

Job Description Job Description At Higher Heights, we believe in the power of personalized customer service and direct engagement. We are seeking a Client Services Associate to join our growing team and play a pivotal role in delivering exceptional service to our clients. This entry-level position is not in a call center environment but rather focuses on face-to-face interactions, offering a unique, hands-on approach that has driven our unprecedented growth. As a Client Services Associate, you’ll be the bridge between our clients and their customers, using your exceptional people skills to create and maintain strong relationships. You’ll help us execute personalized marketing campaigns designed to drive customer acquisition and satisfaction while contributing to the overall success of our clients' brands. What You’ll Do: Build and maintain client accounts through direct customer interactions, driving revenue and creating lasting relationships Master the client-provided software systems