Senior Client Services Associates Salary at Wahed Invest Ltd BETA

Onsite A motivated and detail-oriented Senior Client Service Associate is needed at a successful financial services firm in Northbrook, IL! This role will provide outstanding client service and support retirement plan administration. The ideal candidate has 5+ years of experience in the financial services industry and will play a key role in managing client relationships, reviewing paperwork, and offering technical guidance on plan design and regulatory updates. This is a great opportunity for someone who thrives in a collaborative environment, has excellent communication skills, and is passionate about delivering exceptional service while managing multiple priorities! Salary Range: $ 60,000 $75,000 / year DOE Senior Client Service Associate Responsibilities: Serve as primary liaison for assigned clients, ensuring timely meetings and communication Review and organize paperwork, ensuring all documents are processed accurately Provide technical guidance on plan design, regulatory updates

Job Descriptions: Are you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services! As a Client Service Associate on one of our growing Mercer Island teams you will play a crucial role in ensuring that our clients receive outstanding service and support. This position is located on Mercer Island; however, we have a flexible hybrid work environment (in office Tuesdays and Thursdays with the option to work remotely or in office the remaining 3 days). Coldstream is an employee-owned, independently-operated wealth management firm thats been earning the trust of affluent families and businesses for 26 years. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long re

The Atlantic Group has partnered with a global investment firm in Boston looking to hire a talented Senior Client Service Associate to join their investment team! Job Summary: The Senior Client Service Associate will be responsible for coordinating operations for a range of clients, serving as a primary point of contact for the Investment Teams, and contributing to the development of operational processes and procedures. Supported by junior team members, this client-facing role involves managing relationships with both internal and external stakeholders, ensuring high-quality client service, and driving process improvements. Key Responsibilities: Manage and mentor junior team members, assisting with time management, prioritization, and communication skills. Act as the primary escalation point for operational inquiries, providing guidance and support to the team. Draft and deliver performance reviews for assigned mentees. Develop a deep understanding of processes and portfolio managemen

We are a boutique wealth management firm, supporting a select group of clients and laser-focused on our service model. Our clients stay with us because of the incredible relationships we have and the care that they receive. We are a close team and support each other to achieve this mission! We need an experienced professional who is ready to help us continue to grow. Our Experienced Client Service Associate will be setting up new accounts, scheduling meetings, answering the phones along with many other things, while overall being a critical piece to the client experience. Being the primary operations person within our firm, tasks will include client-specific, account-specific, and general business functions. Outside of experience, you will have impeccable detail orientation abilities and an unwavering ability to figure things out, even with little to no direction. You're an administrative pro who wants to be more and do more. You’re organized, tech savvy and able to work independently

Position Overview: At Priority Financial Group (PFG) our core focus is helping quality advisors deliver quality advice. Our Advisor Support Team (AST) is growing, and we need to fill our Senior Client Service Associate role. This dynamic role is instrumental in providing concierge-level support to the financial advisors who are utilizing the AST capabilities, ensuring seamless execution of advisor recommendations, and delivering an exceptional client experience. This role blends advanced client service responsibilities with key paraplanning tasks, making it an ideal opportunity for someone with strong analytical skills who wants to be deeply involved in financial planning without direct client acquisition responsibilities. Responsibilities: Provide concierge-level support to financial advisors, ensuring seamless execution of client service requests and financial planning activities. Manage client onboarding and account maintenance, including processing new account paperwork, transfers,

The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities: Supports Financial Advisor/Operations Director of a large book of business including handling all administrative functions for Financial Advisors and the firm Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available Deposit checks received and maintain check blotter in adherence to complian

Company Overview: A-1 Little John Site Services is a premier provider of full-scale temporary site services, specializing in Construction Site Portable Toilet Services, Pump and Haul, Vacuum Truck Services, Temporary Construction Site Fencing, Roll-off Dumpsters, bundle services, and more. Privately owned, with 26 years of experience, we are known for outstanding customer service, cutting-edge fleet technology, impeccable environmental compliance, and strong relationships with employees and customers alike. Our goal is to deliver high-value solutions to our clients across large-scale projects in sectors such as construction, industrial, and emergency services. Our philosophy is to attract great talent who will rise with us, as we continue to experience exceptional growth! Company Core Values of A-1 Little John: Every team member rides for the brand. Every team member demonstrates the grit to complete the job every time. Every team member contributes as a team player. Every team member

Entity: Finance Job Family Group: Business Support Group Job Description: As a leading global energy company, we provide heat, light and mobility to customers worldwide. Across the bp landscape, we’re home to a range of brands across many areas of our industry.  We’re investing in today’s energy system and helping build out tomorrow’s. So while we’re still in oil and gas, over the next decade we’ll become a different kind of energy company. We’re decarbonizing and diversifying our business, fundamentally transforming what we do so we can reach net zero by 2050 or sooner. We also have a strong mission to help the whole world reach net zero too – working across our industry to improve people’s lives.  It's an exciting time to join bp. Meeting the energy challenge requires many different approaches and solutions. And as part of Finance Business & Technology (FBT), you’ll be fully connected into the world of bp. You’ll play an increasingly important part within a network of like-minded col