May participate in client meetings to identify client goals and tolerances. * Assists with ... Bachelor's degree in a related field and three years' experience in the financial services industry ...
May participate in client meetings to identify client goals and tolerances. * Assists with ... Bachelor's degree in a related field and three years' experience in the financial services industry ...
Member Relations Associate
$35.20K - $44K/yr
In this role, you will provide a variety of member service functions, including greeting and assisting members and guests, directing them to appropriate departments, and handling administrative tasks.
Member Relations Associate
$35.20K - $44K/yr
In this role, you will provide a variety of member service functions, including greeting and assisting members and guests, directing them to appropriate departments, and handling administrative tasks.
Member Relations Associate
$37.50K - $46.80K/yr
In this role, you will provide a variety of member service functions, including greeting and assisting members and guests, directing them to appropriate departments, and handling administrative tasks.
Member Relations Associate
$37.50K - $46.80K/yr
In this role, you will provide a variety of member service functions, including greeting and assisting members and guests, directing them to appropriate departments, and handling administrative tasks.
Member Relations Associate
$36.50K - $45.60K/yr
In this role, you will provide a variety of member service functions, including greeting and assisting members and guests, directing them to appropriate departments, and handling administrative tasks.
Member Relations Associate
$36.50K - $45.60K/yr
In this role, you will provide a variety of member service functions, including greeting and assisting members and guests, directing them to appropriate departments, and handling administrative tasks.
Network Administrator Associate
Yigo, GU · On-site
Collaborates directly with GDIT team leads and AF client on planning and procedures Ability to ... Utilizes IT Service Management (ITSM) Principles to identify, categorize, prioritize, escalate ...
Network Administrator Associate
Yigo, GU · On-site
Collaborates directly with GDIT team leads and AF client on planning and procedures Ability to ... Utilizes IT Service Management (ITSM) Principles to identify, categorize, prioritize, escalate ...
Network Administrator Associate
Yigo, GU · On-site
Collaborates directly with GDIT team leads and AF client on planning and procedures Ability to ... Utilizes IT Service Management (ITSM) Principles to identify, categorize, prioritize, escalate ...
Network Administrator Associate
Yigo, GU · On-site
Collaborates directly with GDIT team leads and AF client on planning and procedures Ability to ... Utilizes IT Service Management (ITSM) Principles to identify, categorize, prioritize, escalate ...
... service standards. Key Responsibilities: * Supervises and supports Member Relations Associates ... Updates member information in Client and PEMCO systems * Assists with operational reporting and ...
... service standards. Key Responsibilities: * Supervises and supports Member Relations Associates ... Updates member information in Client and PEMCO systems * Assists with operational reporting and ...
Customer Service Representative
$14.25 - $19.50/hr
SUMMARY/OBJECTIVE The Customer Service Representative provides high level of customer service and support to both internal and external customers. This person is also responsible for helping support ...
Customer Service Representative
$14.25 - $19.50/hr
SUMMARY/OBJECTIVE The Customer Service Representative provides high level of customer service and support to both internal and external customers. This person is also responsible for helping support ...
Support Emergency Management team in servicing clients preparing for, responding to, and recovering ... Associate/Bachelor's Degree in Safety or Emergency Management (or related field). * Current First ...
Support Emergency Management team in servicing clients preparing for, responding to, and recovering ... Associate/Bachelor's Degree in Safety or Emergency Management (or related field). * Current First ...
IT Support Technician
Mangilao, GU · On-site
Respond to service requests within established timeframes; Test, evaluate, and roll out new ... A) An Associate's degree in Information Technology (IT), Computer Science (CS), Computer ...
IT Support Technician
Mangilao, GU · On-site
Respond to service requests within established timeframes; Test, evaluate, and roll out new ... A) An Associate's degree in Information Technology (IT), Computer Science (CS), Computer ...
Client Service Associate information
See Tamuning, GU salary details
$7.82 - $9.30
3% of jobs
$9.30 - $10.78
8% of jobs
$10.78 - $12.26
12% of jobs
$12.36 is the 25th percentile. Wages below this are outliers.
$12.26 - $13.74
28% of jobs
$13.74 - $15.22
15% of jobs
$16.44 is the 75th percentile. Wages above this are outliers.
$15.22 - $16.70
11% of jobs
$16.70 - $18.18
8% of jobs
$18.18 - $19.66
5% of jobs
$19.66 - $21.14
4% of jobs
$21.14 - $22.62
3% of jobs
$22.62 - $24.10
2% of jobs
$7
$15
$24
How much do client service associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?
How does a Client Service Associate typically collaborate with financial advisors and other team members?
What are Client Service Associates?
What jobs make 3000 a month without a degree?
What is the difference between Client Service Associate vs Customer Support Specialist?
| Aspect | Client Service Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer relevant certifications | High school diploma or equivalent; technical certifications optional |
| Work Environment | Financial institutions, banks, investment firms | Retail, tech companies, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, e-commerce, tech support |
| Common Search & Comparison Intent | Understanding roles in finance and client interaction | Customer service roles in various industries |
The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 12 days ago
Job description
Job Description Summary
Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.Job Description
Responsibilities
- Collects fundamental research on related companies as requested by Financial Advisors.
- Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
- Assists in preparation of written industry and company specific reports
- Assists in development of financial models for revenue and income forecasts.
- Assists with research and analytics used in Investment Strategy white papers for Financial Advisors.
- Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.
- May participate in client meetings to identify client goals and tolerances.
- Assists with developing individualized client investment strategy for Financial Advisor.
- Responds to inquiries from Financial Advisors to research and resolve issues.
- Prepares customized written industry and company specific reports upon request to Financial Advisor.
- Assists in development of financial models to forecast team revenue and income.
- Assists with preparation of scheduled and ad hoc performance reports.
- Maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager searches.
- Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.
- Interfaces effectively with all levels of staff in managing portfolios.
- Completes ad hoc projects and reports as assigned.
- Performs other duties and responsibilities as assigned.
Education/Experience Requirements
- Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis on conducting market research and analysis
~or~
- An equivalent combination of experience, education and/or training as approved by Human Resources
Licenses
- SIE required provided that an exemption or grandfathering cannot be applied
- Series 7
- Series 63, 65 and/or 66 as required by state
- Additional licenses or designations may be required as needed.
Education
High School (HS)Work Experience
General Experience - 0 to 3 months, Manager Experience - NoneCertifications
Travel
Less than 25%Workstyle
ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.