Jobs in the United States

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Culinary Administrative Assistant- The Westin Grand Cayman Seven Mile Beach Resort & Spa
Pyramid Cayman Hotel Services Limited
United States
Pyramid Global Hospitality is a leading hospitality management company with a portfolio of more than 200 hotels and resorts and over 18,000 associates across the United States, Caribbean,…
Added 1 min ago
Care Assistant
Brookdale Senior Living Inc.
Sun City West, AZ
County Food Handlers Card, First Aid Certification, and CPR Certification required
Added 1 min ago
Memory Care Program Assistant
Brookdale Senior Living Inc.
Colorado Springs, CO
Must have a valid driver's license and a current 3-year driving abstract with no more than one moving violation as a condition of employment
Added 1 min ago
ES
Assistant Store Manager
Extra Space Management, Inc
Albany, NY · Clifton Park, NY
- $18 to $19 USD / hour
The Assistant Store Manager plays a pivotal role in supporting the daily operations of one or more self-storage locations, under the guidance of the District Manager and Store Manager. This…
Added 1 min ago
Patient Care Tech ED
Ascension
Mequon, WI
Schedule: Night Shift | Full-time · High School diploma equivalency OR 1 year of applicable cumulative job specific experience required
Added 2 mins ago
L
Legal Practice Coordination Case Assistant - Entry Level
lhh
Pittsburgh, PA
- $50,000 to $65,000 USD / year
We are seeking an entry-level Legal Practice Coordination Case Assistant to join a highly regarded law firm in Pittsburgh. This is an excellent opportunity for a recent college graduate or…
Added 2 mins ago
AC
Pet Care Assistant
A Caring Doctor (Texas), P.C.
Banfield McAllen N, TX
- $15 to $16.71 USD / hour
SUMMARY OF JOB PURPOSE AND FUNCTION The Pet Care Assistant works with the veterinary medical team to provide and prepare for the best medical care of pets. ESSENTIAL RESPONSIBILITIES AND…
Added 2 mins ago
Production Associate I - Pre-Finish
Orepac Holding Company
Sacramento, CA
…Protective Equipment (PPE) as designated by OrePac’s safety program. Ability to perform all essential responsibilities of the job in a safe…
Added 3 mins ago
Assistant Principal of Instruction - IDEA Lake Houston College Prep (Immediate Opening)
IDEA Public Schools
Houston, TX
Role Mission: IDEA Assistant Principals of Instruction (APIs) are instructional leaders who manage, coach and develop the teachers at their school to achieve ambitious results with…
Added 4 mins ago
Retail Assistant Manager (Assistant Brand Experience Leader)-Edgewood Square
Bath and Body Works
North Augusta, SC
As an Assistant Brand Experience Leader, you will have the opportunity to work in partnership with the Brand Experience Leader to develop outstanding associates, deliver exceptional and…
Added 4 mins ago
Retail Assistant Manager (Assistant Brand Experience Leader)-SPRINGHURST TOWNE CENTER
Bath and Body Works
Louisville, KY
As an Assistant Brand Experience Leader, you will have the opportunity to work in partnership with the Brand Experience Leader to develop outstanding associates, deliver exceptional and…
Added 4 mins ago
T&
Office Assistant 2 (NY HELPS)
Taxation & Finance, State
Latham, NY
- $44,560 to $54,773 USD / year
Minimum Qualifications This title is part of the New York Hiring for Emergency Limited Placement Statewide Program (NY HELPS).
Added 4 mins ago
LC
Assistant Manager
Little Caesars Pizza
Hoover, AL
- $13 to $15 USD / hour
The Assistant Manager will be scheduled to work according to our business needs and therefore no guarantee of hours can be made. This position requires a hands-on style of management and…
Added 5 mins ago
Assistant Branch Manager
KeyPoint Credit Union
Cupertino, CA
Must have completed the credit union’s aptitude test with a score of 80% or better
Added 5 mins ago
SO
Water Resources Supervisor (OSE/ISC #6103)
State of New Mexico
NM
- $46.33 to $74.12 USD / hour
Must possess and maintain a valid Driver's License
Added 5 mins ago
DO
Attorney IV
Department of Insurance
CA
- $11,993 to $16,096 USD / month
Exceptional time management and organizational skills
Added 5 mins ago
DO
Attorney I - Hybrid Telework
Department of State Hospitals
United States
- $7,969 to $12,026 USD / month
Under the direction of the Chief Counsel, the Deputy Chief Counsel, or the Assistant Chief Counsels, the Attorney I represents the Department of State Hospitals (DSH) at forensic and State…
Added 5 mins ago
Patient Care Technician - FT 7a-7p
CHS
Las Cruces, NM
Participates in performance improvement initiatives, risk management reporting, and compliance with National Patient Safety Goals and Core Measures.
Added 5 mins ago
Patient Care Technician - 7p-7a
CHS
Las Cruces, NM
Participates in performance improvement initiatives, risk management reporting, and compliance with National Patient Safety Goals and Core Measures.
Added 5 mins ago
Student Nurse Intern PRN House Rotation
CHS
Fort Wayne, IN
Participates in performance improvement initiatives, risk management reporting, and compliance with National Patient Safety Goals and Core Measures.
Added 5 mins ago
Medical Assistant - Hokes Bluff
CHS
Gadsden, AL · Hokes Bluff, AL
Completion of Medical Assistant program from an accredited school preferred
Added 6 mins ago
AR
Assistant Property Manager
Avenue5 Residential, LLC
Chandler, AZ
- $23 to $25 USD / hour
Property management may be our business, but people are our passion.
Added 6 mins ago
xPL Assistant Project Manager
Turner Construction
Charlotte, NC
Bachelor’s Degree from accredited degree program in Industrial or Manufacturing Engineering, Operations Management, or Supply Chain management or related field of study, with minimum of 6…
Added 6 mins ago
Physician Assistant - Cardiac Surgery
UCSF
San Francisco, CA
1.3. Participates in huddles with clinic/hospital staff and anticipates patients who require close management or intervention.
Added 6 mins ago
Physician Assistant
UCSF
San Francisco, CA
…Policies, and any unique ambulatory patient services this Physician Assistant (PA) position is assigned to the Marin Neurosurgery practice. This APP position may perform delegated functions…

Senior Client Services Representative

San Diego, CA, United States

The base annual salary range for this role is $25 to $32.

Apply on ebhu.fa.us2.oraclecloud.com

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Job details

Pay: The base annual salary range for this role is $25 to $32.
Posting language: English
Posted: Nov 12, 2026

Original job description

Sr. Client Services Representative – This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. The successful candidate is a sales assistant holding some licensing that may include Life, Accident & Health Insurance License, Series 6 or 7 & 66 (or 63/65 combo). They may also be a licensed sales assistant who is fully licensed but has less than 3 years of experience in the investment industry. This role is the second step of the career pathing program toward future opportunities that require full-licensing and more than 3 years of experience in the investment industry. This role is Full time and onsite.

What You Will Do:

Act as a liaison between the registered representatives and their clients while following FINRA guidelines as a registered sales assistant.
Answer phones, schedule appointments, and prepare materials for client meetings.
Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients.
Prepare and complete client paperwork and follow up tasks to support registered representative.
Aid registered representatives in entering trades instructed by a client or a registered representative on behalf of a client, but at no time suggest sales or purchase strategies nor recommendations to a client or prospect and never act as the registered representative on any client account.
Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs.
Set client financial review meetings based on client service level agreement & prepare follow up meetings based on needs.
Organize Client events and follow up tasks.
Maintain an organized filing system following compliance guidelines.
Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client’s Quarterly/Annual Reviews).
Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients’ expectations for timely service delivery are met.
Educate clients on account services, capabilities, and new technology.
Complete required corporate training on new technologies and follow implementation guidelines.
Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner.
Work with Advisor through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing and client communication expectations and follow up processes.

What you will have:

High School Diploma or GED
Some licensing, which may include Life, Accident & Health Insurance License, FINRA Series 6 or 7, & 66 (or 63/65 combo)
Experience in an administrative or customer service role
Strong time management skills
Excellent written and verbal communication skills
Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs

What is nice to have:

Previous experience in assisting Registered Representatives/Financial Advisors
Financial services and/or banking background
Bachelor's degree
Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment
Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors
Self-starter, productive, works well with a team and independently
Professional and positive attitude, friendly demeanor both in-person and by telephone
Trustworthy; uses discretion with confidential information
Listens well to instruction and consistently retains details

The base annual salary range for this role is $25 to $32. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. .

Apply on ebhu.fa.us2.oraclecloud.com

More about this job

Skills

Customer service
Sales
Administer appointments
Presentation skills
Regulatory compliance
Communication skills
Time management
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Attention to detail

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Work requirements

Jobs in the United States