Jobs in the United States

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Added 2 mins ago
J
Contracts & Pricing Strategy Senior Manager – IMDELLTRA & BLINCYTO
Jobgether
Remote, United States
- $144,225.45 to $195,128.55 USD / year
…pricing, finance, accounting, analytics, healthcare, or sales operations, supported by an appropriate educational…
Added 3 mins ago
School Food Service Director - No Nights or Weekends!
Taher, Inc
Racine, WI
…program. You will be responsible for food quality, student, client, and community relationships, and financial performance, while guiding daily kitchen operations to prepare and serve 1900…
Added 4 mins ago
Director, Project Management
Ensemble RCM LLC
Remote, United States
Lead and develop teams supporting project management operations, training, and process governance.
Added 5 mins ago
Associate or Senior Associate, Economic and Valuation Services (Real Estate)
KPMG LLP
Philadelphia, PA
KPMG is currently seeking an Associate or Senior Associate, Economic and Valuation Services (Argus) to join our Valuations practice.
Added 6 mins ago
FU
Inventory Associate
Frontall USA LLC
Princeton, NJ
- $16 to $22 USD / hour
We are hiring Inventory Associates to support inventory control and general warehouse operations at our Monmouth Junction facility.
Added 6 mins ago
Assistant Facilities Manager
US AMR-Jones Lang LaSalle Americas, Inc.
Boulder, CO
Join JLL as an Assistant Facilities Manager and play a pivotal role in delivering exceptional facility operations. In this position, you'll manage critical site operations, oversee vendor…
Added 6 mins ago
HB
Client Service Professional - Seasonal
H&R Block
EL CENTRO, CA
- $16.9 to $27 USD / hour
As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the welcoming first impression for every client. You'll manage client scheduling, support daily office…
Added 8 mins ago
Branch Operations Lead - Weston Town Center - Weston, FL
JPMC page
Weston, FL
Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for…
Added 8 mins ago
Branch Operations Lead - Oakland Park and Nob Hill - Sunrise, FL
JPMC page
Sunrise, FL
Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for…
Added 10 mins ago
RH
Associate Advisor, RIA Firm
Robert Half
San Ramon, CA
- $80,000 to $95,000 USD / year
…and technical side of wealth management, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment…
Added 11 mins ago
06627 Assistant Store Manager
CosmoProf
Savannah, GA
…optimal customer experiences, effectively overseeing all store operations, and maintaining brand standards. Develop the strategies and plans to achieve key performance indicators and…
Added 12 mins ago
Seasonal Associate
Sephora
Winston-Salem, NC
As a Seasonal Associate, you'll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You'll…
Added 13 mins ago
Business Operations Coordinator
NCD
Remote, United States
This individual will collaborate closely with the Operations, Sales, and Finance teams to ensure that agent incentive payouts, agent commissions, and client billing, are processed…
Added 16 mins ago
Universal Banking Associate
HomeTrust Bank
Raleigh, NC
The Universal Banking Associate is responsible for providing elite customer service through the efficient management of customer interactions and will provide solutions based on the…
Added 18 mins ago
Registered Nurse Manager
Veterans Affairs, Veterans Health Administration
Norman, OK
Added 18 mins ago
AI
QA/QC Manager- Austin Industrial (Tulsa, OK)
Austin Industries
Tulsa, OK
- $50 USD / hour
Code Compliance Inspections: Coordinate inspections to ensure that work aligns with client specifications and state laws.
Added 18 mins ago
AWS Cloud Infrastructure Experienced Associate
PwC
Oklahoma City, OK · Tulsa, OK
As an Amazon Web Services, Cloud Infrastructure Experienced Associate you will support the design and delivery of cloud and network architecture work within our Advisory practice,…
Added 18 mins ago
O
Senior Consultant, Healthcare IT Contract Administration Consulting
Oracle
Oklahoma City, OK
- $71,200 to $166,100 USD / year
…revenue cycle outcomes. The role includes maintaining strong client relationships, navigating complex stakeholder dynamics, collaborating with internal teams on timelines and configuration…
Added 19 mins ago
CG
GENERAL MANAGER
Compass Group, North America
Oklahoma City, OK
- $85,000 to $95,000 USD / year
…experience for your account, running it to budget, exceeding client expectations, and building a team that takes pride in how they serve. You’ll be the face of hospitality for our diners…
Added 19 mins ago
Senior Network Engineer
Cognizant
Oklahoma City, OK
· Configure Auto VPN, SD-WAN, traffic shaping, content and security policies, VLANs, DHCP, site-to-site VPN, client VPN, and high availability.
Added 19 mins ago
Sales Floorcovering Representative | General Contractor & Multifamily Construction Accounts
Sherwin-Williams
Sarasota, FL
…criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors,…
Added 22 mins ago
Customer Service Agent- 2nd Shift Tuesday - Friday 4pm-2am
DSV
Northlake, TX
…Clients by delivering exceptional service to them consistently. Client Service Representatives are responsible for accurate and timely data entry of shipping and receiving information for…
Added 27 mins ago
Site Supervisor
Allied Universal
Winston Salem, NC
…profitability, and quality assurance of uniformed services for a client’s…
Added 28 mins ago
Lead Member Services Officer
State Employees' Credit Union
United States
…should be willing to assist and supervise in all areas of branch…
Added 33 mins ago
Maintenance Technician
CBRE
Little Rock, AR
Cultivate positive working relationships with our Client and Operations Maintenance team members.

Kestra Financial Independent Advisor

Client Service Associate

Raleigh, NC, United States

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Job details

Posting language: English
Posted: Jul 6, 2023

Original job description

Who We are:

Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization. We take an integrated approach with our clients that is custom tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision.

Who We Want:

The client service associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep the office running smoothly and ensures that all paperwork and processing is handled in a timely, accurate, and professional manner. Along with the back office functions the Client Service Associate often serves as the first point of contact for clients calling in and must have a cheerful desire to go above and beyond to meet their needs. Client Service Associate Summary The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities

Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
Ensure adherence to appropriate client service models
Manage multiple and competing priorities on a daily basis in pursuit of business objectives
Other responsibilities as assigned by the Senior Client Service Associate Supervisory
Responsibilities: None

Knowledge, Skills, and/or Abilities

Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
Excellent communication skills, both verbally and in writing
Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once
Ability to build relationships with clients and internal partners and influence others without direct control Education and/or Experience
Bachelor’s degree in a business-related field preferred
The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

Series 7 and 65/66 preferred (or ability to obtain)

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More about this job

Skills

Problem solving
Provide information
Scheduling
Documentation
Record keeping
Regulatory compliance
Computer skills
Microsoft Outlook
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Communication skills
Time management
Organizational skills
Work independently

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