- Answering phones, greetings clients and maintaining calendars for multiple Wealth Advisors.
- Assisting clients.
- Analyzing reports to determine appropriate action to be taken on behalf of client accounts.
- Researching client issues.
- Preparing and processing client documentation.
- Opening new client accounts as well as creating households.
- Maintaining client records.
- Assisting in reconciling performance reports.
- Executing cashiering, money movement, and ACH requests.
- Preparing client communication.
- General office management.
- Communication Proficiency.
- Teamwork.
- Technical Capacity.
- 1-3 years of operational experience within the financial services industry.
- Bachelor's Degree required.
- Must have strong organizational and prioritization skills.
- Ability to work independently to research and resolve client issues.
- Must have an understanding of appropriate paperwork and procedures necessary to process transactions.
- Client services oriented.
- Strong attention to detail.
- Must be computer literate and proficient with Windows, Word, and Excel.
- Schwab and Fidelity platform experience would be preferred.
- Ability to multi-task.
- Work both independently and within a team.
- Ability to problem solve and determine the most effective method of problem resolutions while complying with corporate and regulatory procedures.
- Education: Required – Bachelor's degree; Preferred – Bachelor's degree in Finance or related field
- Licenses: Preferred- active Series 65 or 66 or willingness to obtain license within 6 months of employment offer.
- Work Experience: Preferred – Worked with or in an RIA and has experience with Schwab and Fidelity
- Years of Experience: Required – 1-3 years of experience
-
Client Service Associate
1 week ago
Public Consulting Group Detroit, United StatesOverview · Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals thro ...
-
Client Service Associate
6 days ago
Public Consulting Group Detroit, United States Paid WorkOverview · Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals thro ...
-
Remote Client Relations Associate
1 week ago
Why Knot Travel Detroit, United StatesJob Description · About the job: · This is a remote position. We are searching for highly self-motivated and entrepreneurial-minded people who will benefit from creating a flexible work schedule that has the potential to give the life-work balance you've always wanted. Workaroun ...
-
Private Client Service Associate
6 days ago
Alexander Legacy Private Wealth Management Detroit, United StatesJob Description · Job DescriptionWe are looking for a Rockstar that loves going above and beyond to provide a stellar client experience. This person must have an extreme attention to detail, possess a phenomenal work ethic and have a proven track record of success working with to ...
-
Senior Associate, Client Delivery
1 week ago
R1 RCM Detroit, United States Paid WorkR1 RCM Inc. is a leading provider of technology-enabled revenue cycle management services which transform and solve challenges across health systems, hospitals and physician practices. Headquartered in Chicago, R1 is a publicly-traded organization with employees throughout the US ...
-
Client Associate/Client Registered Associate
6 days ago
Royal Bank of Canada Bloomfield Hills, United StatesJob Summary · Job Description · What is the opportunity? · Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource ...
-
Financial Representative
4 days ago
Fidelity Investments Wayne, United States**Financial Representative**: · We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positi ...
-
Employee Benefits Sales Associate
3 days ago
Sun Life Wayne, United StatesYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspir ...
-
Consultant - Fia/laad
1 week ago
IQVIA Wayne, United StatesThis role will be primarily supporting an alliance-level client and their purchase of LAAD and other offerings. · **The role's responsibilities include**: · - Onboarding new clients, which takes approximately 6-8 months with clients entirely changing their analytics to LAAD · - M ...
-
Quality Control Laboratory Technician
3 days ago
Actalent Wayne, United States Full timeOur client, a specialty chemical production company who has been around for over 40 years in Metro Detroit is in need of adding TWO Quality Control Chemist to their growing team. They manufacture non automotive and automotive chemicals and need to add two Quality Control Chemists ...
-
Supplier Services Analyst
1 day ago
IQVIA Wayne, United StatesJoin the Supplier Services Department and help us execute the data acquisition strategy with our data supplier partners. **The Supplier Service organization** is responsible for ensuring access to** RX and sales data **to support our **retailers and wholesalers** as it relates to ...
-
Client Associate/Registered Client Associate
5 days ago
Royal Bank of Canada Farmington, United States Full timeJob Summary · Job Description · What is the opportunity? · Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource ...
-
Landscape Designer
6 days ago
Harrison Consulting Solutions Detroit, United StatesMichigan engineering firm specializing in athletic and recreational facilities projects is hiring a Landscape Designer for their office in the Detroit area This position is ideal for a candidate who thinks outside the box and is willing to learn, grow, and enhance professional sk ...
-
CAD Drafter/Designer
6 days ago
Harrison Consulting Solutions Detroit, United StatesMichigan engineering firm specializing in athletic and recreational facilities projects is hiring a CAD Drafter/Designer for their office in the Detroit area This position is ideal for a candidate willing to learn, grow, and enhance professional skills. · Responsibilities: · Prov ...
-
Construction Engineering Inspector
6 days ago
Harrison Consulting Solutions Detroit, United StatesDetroit engineering firm is seeking a Senior Construction Engineering Inspector for their growing office · Responsibilities: · Daily communication with project team members, clients, and contractors · Read/interpret project plans, drawings, and specifications · Various inspection ...
-
Construction Engineering Inspector
6 days ago
Harrison Consulting Solutions Detroit, United StatesDetroit engineering firm is seeking a Construction Engineering Inspector for their growing office · Responsibilities: · Daily communication with project team members, clients, and contractors · Read/interpret project plans, drawings, and specifications · Various inspections inclu ...
-
Electrical Engineer
3 days ago
Harrison Consulting Solutions Detroit, United StatesA multi-discipline engineering firm with over 50 years in business is looking for an Electrical Engineer for their Detroit team This position may be worked remotely. · Responsibilities:Work with a multi-disciplined team of Engineering and Architecture professionals · Building pr ...
-
Mechanical Engineer
1 week ago
Harrison Consulting Solutions Detroit, United StatesLeading multi-disciplinary team is looking for a Senior Mechanical Engineer (Energy) for their Detroit team · Responsibilities:Lead energy audits of buildings and identify possible energy efficiency, water efficiency, and renewables opportunities · Identify/provide documentation ...
-
Client Service Associate
1 week ago
Stifel Garden City, United StatesSummary · Under immediate supervision, Client Services Associate (Registered) 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 p ...
-
Client Service Associate
2 weeks ago
Morgan Stanley Garden City, United States*POSITION SUMMARY* · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capa ...
Client Associate - Wayne, United States - GYL Financial Synergies
Description
Summary/Objective
The Client Associate provides administrative and operational support to one or more Wealth Advisor or partner of the firm.
The Client Associate assists with private client daily needs.
Responsibilities include; new account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining account records and preparing client communication.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Competencies
Supervisory Responsibility
This position has no supervisory responsibility.
Work Environment
This job operates in a professional office setting.
This position uses common office apparatus such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described here represent those that are required by an employee to successfully perform the essential job functions.
This job requires the employee to regularly talk and hear.
Additionally, the employee is often required to stand; walk; use wrists, hands, and fingers to type, handle or feel; and reach with hands and arms.
Position Type/ Expected Hours of Work
This is a full-time position where the employee is expected to be in the office Monday through Friday from 8:30a.m.
to 5:00p.m.
Travel
Travel is not predicted for this job.
Community and Volunteer Activities
The GYL team routinely supports a number of charitable organizations and activities.
It is strongly encouraged that the Client Associate is willing to occasionally, as their schedule permits, participate in activities with other team members.
Additional Eligibility Qualifications
Required Education and Experience
Other Duties
Please note this job description is not a comprehensive listing of day to day activities, responsibilities, or tasks that are required of the employee for this job.
Day to day tasks, responsibilities, and activities may change at any time with or without notice.