- Secure files and maintain all confidential client and required information
- Complete new client applications and paperwork, follow up with confirmation of all information and submit within 24 hours.
- Answer inbound phones and email inquiries and route to appropriate staff and team members
- Compliance Training
- Perform general clerical duties including but not limited to photocopying, faxing, mailing and shipping
- Support existing organizational staff in assigned project work.
- Prepare Advisors for meetings with appropriate forms, reports, data and research
- Prepare investment account paperwork and manage the transfer of assets
- Perform portfolio administration with regard to client data, contributions and withdrawals
- Prepare and manage to completion investment, insurance and employer sponsored retirement plan paperwork
- Respond to client requests for service and trouble-shoot service issues
- Establish client files and maintain client data in CRM program
- Assist Advisors with client communication, agendas, and recaps
- Proactively communicate with Advisors regarding work in progress
- Scheduling client reviews
- Process client account paperwork and process internal and external asset movements through Broker/Dealer platforms
- Regularly prepare supporting materials and sample reports for clients
- Three or more years of operational and client service experience within the financial services, banking or legal industries
- Must have strong organizational and prioritization skills
- Excellent follow-up and follow-through capabilities
- Professional attitude, demeanor, and appearance
- Ability to take initiative and to work independently to research and resolve client issues
- Problem solving skills to determine the most efficient method of problem resolution while complying with corporate and regulatory procedures
- Understanding the appropriate paperwork and procedures necessary to process transactions
- Strong attention to detail with ability to multi-task
- Must be computer literate and proficient with Windows, Word, and Excel
- High degree of confidentiality with excellent work ethic
- Work both independently and within the team
- Knowledge of eMoney a plus
-
Customer Service Associate
1 week ago
Savers | Value Village Reno, United States**Job Title: Customer Service Associate** · **Who we are:** · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future w ...
-
Client Service Associate
2 weeks ago
Stifel Reno, United StatesSummary · Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, ...
-
Client Service Associate
2 weeks ago
THE APPLIED COMPANIES Reno, United StatesThe Applied Companies is recruiting for a Client Service Associate for a small insurance office providing full support to multiple Financial Advisors. The perfect candidate will ensure client satisfaction through direct-contact with clients, vendors, and other employees, while ad ...
-
Associate Vice President, Facilities Services
2 weeks ago
University of Nevada, Reno Reno, United States Full timeJob Description · The University of Nevada, Reno seeks strategic, collaborative candidates for the Associate Vice President, Facilities Services. · Reporting to the Vice President for Administration and Finance, this position oversees and provides leadership to 250 personnel in ...
-
Customer Sales and Service Associate
1 week ago
Hertz Reno, United StatesJob Description · Wage: $15.25 hourly + $3,000 Hiring Bonus · The Customer Service and Sales Associate consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the ...
-
Customer Sales and Service Associate
1 week ago
Hertz Reno, United StatesJob DescriptionWage: $15.25 hourly + $3,000 Hiring BonusThe Customer Service and Sales Associate consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the custome ...
-
Associate Customer Service Coordinator
1 day ago
The Pasha Group Reno, United States· Position at The Pasha Group · Information for California residents about our collection and use of job applicant personal information can be found here: Privacy Practices · About The Pasha Group · Serving customers since 1947, The Pasha Group is a family-owned diversified g ...
-
Servicing Operations Associate, Fulfillment
2 weeks ago
Figure Reno, United StatesAbout Figure · Figure is revolutionizing financial services with its disruptive, scaled, and rapidly expanding technology platform. By capitalizing on the loan origination activities on its platform and extensive network of partners, Figure is poised to deliver and scale new prod ...
-
Retail LP Customer Service Associate
4 weeks ago
Marshalls Reno, United StatesMarshalls - 567 S Meadows Pkwy South Meadows Promenade 89521 [Retail Associate / Team Member] As a Customer Service Associate at Marshalls, you'll: Role model established customer experience practices with internal and external customers; Support and embody a positive store cultu ...
-
Dal-Tile Reno, United StatesCustomer Service Representative, Warehouse Associate Reno , Nevada Join the largest manufacturer of tile and natural stone in the United States and watch your career stand out with Dal-Tile, a subsidiary of Mohawk Industries. · Our close-knit team of dedicated professionals has ...
-
Associate - DC Hands & Feet Services
2 weeks ago
Danta Technologies Reno, United StatesTitle : DC Hands & Feet Services · Location - Reno, Nevada - Onsite · Roles and Responsibilities · Update DC Sheet/Inventory · Update DC Portal · Server OS installation. · Server Configuration · Update Firmware, BIOS and drivers etc. · Vendor co-ordination for hardware issue · Sh ...
-
Customer Service Associate
1 week ago
Savers Thrifts Stores Reno, United StatesJob Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where sec ...
-
Customer Service Associate
3 weeks ago
Hertz Reno, United States Full timeWage: $15.25/hr + $3,500 Hiring Bonus · The Customer Service and Sales Associate consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the customer receives world ...
-
Yes& Companies LLC Reno, United StatesCompany Culture & Core Values: · Terra West Management Services' primary goal is to provide excellent service to both internal and external clients by living through our Core Values. Our culture and business thrives when each team member works positively, cooperatively and respe ...
-
Customer Sales and Service Associate
2 weeks ago
Hertz Reno, United StatesWage: $15.25 hourly + $3,000 Hiring Bonus · The Customer Service and Sales Associate consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the customer receives w ...
-
Customer Sales and Service Associate
1 week ago
The Hertz Corporation Reno, United StatesWage: $15.25 hourly + $3,000 Hiring Bonus · The Customer Service and Sales Associate consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the customer receives ...
-
Associate Customer Service Coordinator
1 week ago
Aston Carter Reno, United States"(We are) a family-owned diversified global logistics and transportation services company. (It's Our) Mission is to be a leader in providing customized, cost-effective and profitable value-added services to the automotive, maritime, and relocation industries through the integrati ...
-
Associate Customer Service Coordinator
2 weeks ago
Aston Carter Reno, United States: The Associate Customer Service Coordinator receives booking requests and initiates the transportation and logistics processes for company services. · Primary Objectives · Timely, accurate, and complete orders within required timeframes. · Initiation of order processing accor ...
-
Associate Customer Service Coordinator
3 weeks ago
The Pasha Group Reno, United States· Position at The Pasha Group · Information for California residents about our collection and use of job applicant personal information can be found here: Privacy Practices · Job Summary · The Associate Customer Service Coordinator receives booking requests and initiates the ...
-
Associate Customer Service Coordinator
2 weeks ago
Aston Carter Reno, United States: The Associate Customer Service Coordinator receives booking requests and initiates the transportation and logistics processes for company services. · Primary Objectives · Timely, accurate, and complete orders within required timeframes. · Initiation of order processing accor ...
Client Service Associate - Reno, United States - THE APPLIED COMPANIES
Description
The Applied Companies is recruiting for a Client Service Associate for a small insurance office providing full support to multiple Financial Advisors. The perfect candidate will ensure client satisfaction through direct-contact with clients, vendors, and other employees, while adhering to regulatory standards.
Position Responsibilities
Requirements
Education/Licenses
BA/BS Degree preferred
Office Hours are 8:00 am to 5:00 pm Monday through Thursday and 8:00 am to 3:00 pm on Fridays. This job is a full-time position (38 Hrs. Per week).