Financial Associate (Public) jobs in North Charleston, SC

Financial Associate (Public) gathers and interprets financial data and coordinates the process for the origination of debt securities used to finance public projects for housing, utilities or other municipal initiatives. Develops estimates of services and completes a comprehensive analysis of project, including bond ratings and insurance. Being a Financial Associate (Public) collaborates with public officials in analyzing the necessary bond and cash flow reports that are associated with the projects. Starts the offering process and may make recommendations to interested investors. Additionally, Financial Associate (Public) coordinates preparation of all offering documents. Manages the bond issuance process and assists with the offering. Depending on the size and level of project, responsibility may vary. May manage the entire project or only a portion of the deal. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Public) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Public) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Client Service Associate
  • Ameriprise Financial
  • Daniel, SC PART_TIME
  • Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as a team member of The Ventus Group, an independent Private Wealth advisory practice of Ameriprise Financial. Assist in daily business operations.

    Assist financial advisor(s) in managing and organizing office work flow, with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

    This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.

    Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

    Position Functions:

    50% Business Management

    • Work with home office to ensure accurate account setup and resolve issues

    • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

    • Maintain files and records in accordance with the records retention policy

    • Perform other allowable duties as assigned by the financial advisor(s)

    • Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice

    50% Client Care

    • Set up and maintain client management system

    • Call clients or prospects to set up meetings or appointments

    • Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation

    • Attend and participate in client meetings if necessary

    • Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)

    • Coordinate client appreciation events and seminars

    • Answer unsolicited calls from prospects to schedule appointments or refer to advisor

    Key Traits of a Successful Client Service Associate/Manager

    • Direct attention to detail and organization

    • Effective communication with clients and other advisors/staff

    • Effective and efficient time management

    • Polite and clear phone manner

    • Ability to multi-task

    • Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial

    • Ability to support and provide guidance for compliance within the advisor’s practice

    • Positive attitude and sincere willingness to constantly learn and grow

    Education and Other Designations:

    • High school diploma or equivalent; College degree, additional education or certification in office administration is a plus.

    • 2 years of similar experience is a plus

    • Excellent verbal and written communication skills.

    • Strong organizational and time management abilities, with the capacity to prioritize tasks effectively.

    • Proficiency in using office software, such as Microsoft Office Suite (Word, Excel, Outlook).

    • Attention to detail and accuracy in completing tasks.

    • Strong problem-solving skills and the ability to work well under pressure.

    • Demonstrated ability to handle confidential information with integrity and discretion.

    • Flexibility to adapt to changing priorities and work schedules.

    At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

    This position is with an Ameriprise Financial Franchise owner.

    Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

    Full-Time/Part-Time

    Part time
  • 4 Days Ago

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Sales Associate
  • Spieldenner Financial Group
  • Charleston, SC FULL_TIME
  • Spieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection Industry! The Day-To-Day: Setting Appointments: 6-8 hours per week: reaching out t...
  • 17 Days Ago

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Instructor/Assistant/Associate Professor of Public Health
  • Central Network Retail Group, LLC
  • Charleston, SC FULL_TIME
  • Description: Charleston Southern University invites applications for an Instructor, Assistant Professor, or Associate Professor of Public Health beginning August 1,2023. Responsibilities: Teach the eq...
  • 24 Days Ago

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Instructor/Assistant/Associate Professor of Public Health
  • Charleston Southern University
  • Charleston, SC FULL_TIME
  • Description: Charleston Southern University invites applications for an Instructor, Assistant Professor, or Associate Professor of Public Health beginning August 1,2023. Responsibilities: Teach the eq...
  • 1 Month Ago

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Public adjuster
  • Metro Public Adjustment
  • Charleston, SC FULL_TIME
  • No experience necessary as the company provides in house trainingYou must : Be dependable.Be trainable.Work independently, unsupervised. Have a positive attitude.Have FUN at work!Duties and Responsibi...
  • 23 Days Ago

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Financial Paraplanner
  • Wildes Financial Strategies
  • Georgetown, SC FULL_TIME
  • Job Summary Works with the President to help clients achieve their long-term financial goals. Is the primary person for opening and transferring in accounts, manages all client service calls as it rel...
  • 18 Days Ago

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0 Financial Associate (Public) jobs found in North Charleston, SC area

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Internal Revenue Agent / Senior Revenue Agent (Examiner)-12 Month Roster AMENDED
  • Department Of The Treasury
  • North Charleston, SC
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at: https...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent - 12 Month Roster
  • Department Of The Treasury
  • North Charleston, SC
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL(LB&I)DIVISION? A description of the business units can be found at: ...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • North Charleston, SC
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - 12 MONTH ROSTER
  • Department Of The Treasury
  • North Charleston, SC
  • Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE) DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

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Sr Financial Analyst
  • ZF Group
  • North Charleston, SC
  • About the Team: Support Charleston financial activities for the Commercial Vehicle Systems group in collaboration with t...
  • 3/26/2024 12:00:00 AM

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Personal Banker - Roving Sweetgrass District
  • WELLS FARGO BANK
  • Mount Pleasant, SC
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/26/2024 12:00:00 AM

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Personal Banker - Roving Sweetgrass District
  • WELLS FARGO BANK
  • Charleston, SC
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/25/2024 12:00:00 AM

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Personal Banker - Roving Sweetgrass District
  • WELLS FARGO BANK
  • Johns Island, SC
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/25/2024 12:00:00 AM

North Charleston is the third-largest city in the U.S. state of South Carolina, with incorporated areas in Berkeley, Charleston, and Dorchester counties. On June 12, 1972, the city of North Charleston was incorporated and was rated as the ninth-largest city in South Carolina. As of the 2010 Census, North Charleston had a population of 97,471, growing to an estimated population of 108,304 in 2015, and with a current area of more than 76.6 square miles (198.5 km2). As defined by the U.S. Office of Management and Budget, for use by the U.S. Census Bureau and other U.S. Government agencies for st...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$79,889 to $104,499
North Charleston, South Carolina area prices
were up 1.5% from a year ago

Financial Associate (Public) in Beaumont, TX
The Associate is expected to effectively handle a portfolio of clients within the financial institution and public finance sector, responding to their credit needs, while providing sound judgement and effective monitoring through collaboration across all Risk and Business levels.
December 06, 2019
Financial Associate (Public) in Mcallen, TX
Financial associates are capable of performing their functions.
February 11, 2020