... of client servicing when the Financial Advisor is unavailable. Essential Duties and ... professional environment and create a positive impression. 11. Submit and process certain ...
... of client servicing when the Financial Advisor is unavailable. Essential Duties and ... professional environment and create a positive impression. 11. Submit and process certain ...
Brokerage Client Service Associate - Columbus or Atlanta, Georgia
Columbus, GA · On-site
$13 - $18/hr
... of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... professional environment and create a positive impression. 11. Submit and process certain ...
Brokerage Client Service Associate - Columbus or Atlanta, Georgia
Columbus, GA · On-site
$13 - $18/hr
... of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... professional environment and create a positive impression. 11. Submit and process certain ...
Brokerage Client Service Associate - Columbus or Atlanta, Georgia
Columbus, GA · On-site
$13 - $18/hr
... of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... Maintain a professional environment and create a positive impression. * Submit and process certain ...
Brokerage Client Service Associate - Columbus or Atlanta, Georgia
Columbus, GA · On-site
$13 - $18/hr
... of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... Maintain a professional environment and create a positive impression. * Submit and process certain ...
Client Care Team Lead
Columbus, GA · On-site
... service delivery and efficient resolution of client inquiries. This role manages team performance ... Professional office environment; prolonged periods of sitting and computer work; effective verbal ...
Client Care Team Lead
Columbus, GA · On-site
... service delivery and efficient resolution of client inquiries. This role manages team performance ... Professional office environment; prolonged periods of sitting and computer work; effective verbal ...
Client Care Business Intelligence and Analytics Specialist - onsite, Columbus
Columbus, GA · On-site
$13.50 - $17.75/hr
... service. The specialist drives process improvements, maintains accurate records, and supports the ... Professional office environment; prolonged periods of sitting and computer work; effective verbal ...
Client Care Business Intelligence and Analytics Specialist - onsite, Columbus
Columbus, GA · On-site
$13.50 - $17.75/hr
... service. The specialist drives process improvements, maintains accurate records, and supports the ... Professional office environment; prolonged periods of sitting and computer work; effective verbal ...
... professional development of Account Executives, Account Managers, and service team members ... Proven consultative sales, client advisory, and executive presentation experience * Exceptional ...
... professional development of Account Executives, Account Managers, and service team members ... Proven consultative sales, client advisory, and executive presentation experience * Exceptional ...
Multi-Office Leader
Opelika, AL · On-site
You'll lead and develop Tax Professionals and Client Service Professionals, coaching teams to anticipate client needs, deliver expert guidance, and create a welcoming, confident experience in every ...
Multi-Office Leader
Opelika, AL · On-site
You'll lead and develop Tax Professionals and Client Service Professionals, coaching teams to anticipate client needs, deliver expert guidance, and create a welcoming, confident experience in every ...
Entry-Level WFH Client Representative
Columbus, GA · On-site +1
$14 - $19/hr
Entry-Level Remote Client Representative Company: AO (American Income Division) Location: Virginia ... Explain products and services clearly and professionally * Assist clients with applications ...
Entry-Level WFH Client Representative
Columbus, GA · On-site +1
$14 - $19/hr
Entry-Level Remote Client Representative Company: AO (American Income Division) Location: Virginia ... Explain products and services clearly and professionally * Assist clients with applications ...
We are looking for a Licensed Professional Counselor (LPC) who shares our passion for improving ... Provide excellent client service and collaborate with a dynamic team to fill community gaps in care.
Quick apply
We are looking for a Licensed Professional Counselor (LPC) who shares our passion for improving ... Provide excellent client service and collaborate with a dynamic team to fill community gaps in care.
Client Care Coordinator
Columbus, GA · On-site
$16 - $21/hr
Collaborate with healthcare professionals, insurers, and internal teams to streamline services ... Experience in care coordination or client services strongly preferred * Licensure (must have one of ...
Client Care Coordinator
Columbus, GA · On-site
$16 - $21/hr
Collaborate with healthcare professionals, insurers, and internal teams to streamline services ... Experience in care coordination or client services strongly preferred * Licensure (must have one of ...
Providing professional follow-up * Developing long-term client relationships Strong communication ... Customer service development * Virtual appointment preparation * Enrollment systems and procedures
Providing professional follow-up * Developing long-term client relationships Strong communication ... Customer service development * Virtual appointment preparation * Enrollment systems and procedures
Respond to client service requests and inquiries. * Process policy changes, endorsements, billing ... Professional Development * Maintain technical insurance knowledge and industry awareness.
Respond to client service requests and inquiries. * Process policy changes, endorsements, billing ... Professional Development * Maintain technical insurance knowledge and industry awareness.
Respond to client service requests and inquiries. * Process policy changes, endorsements, billing ... Professional Development * Maintain technical insurance knowledge and industry awareness.
Respond to client service requests and inquiries. * Process policy changes, endorsements, billing ... Professional Development * Maintain technical insurance knowledge and industry awareness.
Respond to client service requests and inquiries. * Process policy changes, endorsements, billing ... Professional Development * Maintain technical insurance knowledge and industry awareness.
Respond to client service requests and inquiries. * Process policy changes, endorsements, billing ... Professional Development * Maintain technical insurance knowledge and industry awareness.
Have an interest in travel, tourism, hospitality, customer support, client services, or remote professional opportunities
Have an interest in travel, tourism, hospitality, customer support, client services, or remote professional opportunities
... client service, coordinating tax workflow and deadlines, managing tax-related communications and documentation, supporting Partners and professional staff, and ensuring the timely processing ...
... client service, coordinating tax workflow and deadlines, managing tax-related communications and documentation, supporting Partners and professional staff, and ensuring the timely processing ...
Estate Planning & Probate Attorney
Columbus, GA · Hybrid
$130K - $160K/yr
... Client Relationships While Guiding Families Through Life's Most Important Decisions A growing, multi-office professional services firm is seeking an experienced Estate Planning & Probate Attorney to ...
Quick apply
Estate Planning & Probate Attorney
Columbus, GA · Hybrid
$130K - $160K/yr
... Client Relationships While Guiding Families Through Life's Most Important Decisions A growing, multi-office professional services firm is seeking an experienced Estate Planning & Probate Attorney to ...
Ellie Mental Health Licensed Professional Counselor in Columbus, GA
Columbus, GA · On-site
$76K - $89K/yr
We are looking for a Licensed Professional Counselor (LPC) who shares our passion for improving ... Provide excellent client service and collaborate with a dynamic team to fill community gaps in care.
Ellie Mental Health Licensed Professional Counselor in Columbus, GA
Columbus, GA · On-site
$76K - $89K/yr
We are looking for a Licensed Professional Counselor (LPC) who shares our passion for improving ... Provide excellent client service and collaborate with a dynamic team to fill community gaps in care.
Estate Planning Attorney
Columbus, GA · Hybrid
$130K - $140K/yr
... Client Relationships While Guiding Families Through Life's Most Important Decisions A growing, multi-office professional services firm is seeking an experienced Estate Planning & Probate Attorney to ...
Quick apply
Estate Planning Attorney
Columbus, GA · Hybrid
$130K - $140K/yr
... Client Relationships While Guiding Families Through Life's Most Important Decisions A growing, multi-office professional services firm is seeking an experienced Estate Planning & Probate Attorney to ...
Client Service: Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests. * Team Leadership: Lead the account team with a ...
Client Service: Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests. * Team Leadership: Lead the account team with a ...
Client Service Professional information
See Columbus, GA salary details
$9.04 - $10.35
3% of jobs
$10.35 - $11.66
9% of jobs
$12.83 is the 25th percentile. Wages below this are outliers.
$11.66 - $12.97
15% of jobs
$12.97 - $14.28
21% of jobs
The median wage is $14.43 / hr.
$14.28 - $15.59
18% of jobs
$16.25 is the 75th percentile. Wages above this are outliers.
$15.59 - $16.90
18% of jobs
$16.90 - $18.21
5% of jobs
$18.21 - $19.52
3% of jobs
$19.52 - $20.83
2% of jobs
$20.83 - $22.14
3% of jobs
$22.14 - $23.45
2% of jobs
$9
$15
$23
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Brokerage Client Service Associate - Columbus or Atlanta, Georgia
Columbus, GA • On-site
Other
Re-posted 5 days ago
Job description
This is an in-office position and the location options are Columbus or Atlanta, Georgia. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
Essential Duties and Responsibilities
1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such as quotes and news, as well as trading and order features such as GTC expiration dates and settlement.
3. Process corporate actions where a license is warranted, such as tender offers, optional dividends and the exercise of warrants and rights.
4. Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perform maintenance of client records.
5. Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.
6. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential.
7. Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment.
8. Ensure new business paperwork is accurately successfully submitted. This includes preparing forms to be presented to clients, obtaining appropriate signatures, submission and follow-up of new account documentation.
9. Mitigate risk through appropriate authentication standards. This includes the authentication of incoming and outgoing client calls. Required to perform authentication callbacks for high risk transactions, such as third party distributions, profile changes and wires.
10. Maintain a professional environment and create a positive impression.
11. Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks.
12. Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met.
13. May assist with physical branch location needs, such as opening, closing, general requests for maintenance or service.
Qualifications
Required Qualifications:
1. Bachelor's degree or equivalent experience and related training.
2. Experience in the securities industry and/or a sales assistant role.
3. Knowledge of securities markets and brokerage accounts.
4. Knowledge of the features and attributes of annuity products.
5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. Candidates will be considered if they are willing to obtain the required licenses within 365 days of employment if they do not already have them.
6. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
7. Effective time management skills.
8. Ability to communicate effectively and professionally with clients, managers and other teammates.
9. Ability to evaluate, assimilate and utilize detailed and complex written and verbal technical information.
10. Ability to work in a self-directed fashion.
11. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
1. Three years of experience in the securities industry.
2. Previous sales and/or banking experience.
3. Bachelor's degree in business, accounting, finance, banking or equivalent education and related training.
4. Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls.