As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries ...
As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries ...
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.
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.
Client Services Manager - Senior Living Home Health BAYADA Home Health Care has an immediate ... Manage client service coordination and address emergent scheduling and staffing needs * Oversee and ...
Client Services Manager - Senior Living Home Health BAYADA Home Health Care has an immediate ... Manage client service coordination and address emergent scheduling and staffing needs * Oversee and ...
Sr Client Services Manager - National Accounts
Wyomissing, PA ยท Hybrid
$72K - $141K/yr
This individual contributor role leads the development and execution of claim service strategies ... Leads development, delivery and evaluation of client service goals * Customizes measurement tools ...
Sr Client Services Manager - National Accounts
Wyomissing, PA ยท Hybrid
$72K - $141K/yr
This individual contributor role leads the development and execution of claim service strategies ... Leads development, delivery and evaluation of client service goals * Customizes measurement tools ...
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...
Dedication to delivering exceptional customer service experiences. Strong communication and ... client service leadership. Don't miss out on this chance to prioritize both your personal and ...
Dedication to delivering exceptional customer service experiences. Strong communication and ... client service leadership. Don't miss out on this chance to prioritize both your personal and ...
CAS Senior Accountant
Lititz, PA ยท Remote
$75K - $95K/yr
At Simon Lever, the Client Accounting Services (CAS) Senior Accountant delivers exceptional client ... Associate or Bachelor's degree in Accounting or related preferred, or equivalent experience
Quick apply
CAS Senior Accountant
Lititz, PA ยท Remote
$75K - $95K/yr
At Simon Lever, the Client Accounting Services (CAS) Senior Accountant delivers exceptional client ... Associate or Bachelor's degree in Accounting or related preferred, or equivalent experience
Serves as a strategic business partner to senior Claim and Field leaders, ensuring client service resources, capabilities, and strategies are aligned with enterprise priorities. Combines exceptional ...
Serves as a strategic business partner to senior Claim and Field leaders, ensuring client service resources, capabilities, and strategies are aligned with enterprise priorities. Combines exceptional ...
Senior Associate, Client Accounting Services (CAS) - Nonprofit Grant Accounting Focus
Lancaster, PA ยท On-site
Trout CPA is seeking a Senior Accountant to support our nonprofit and grant-funded clients through ... Excellent communication and client service skills * CPA or CPA-track preferred Why You'll Love This ...
Quick apply
Senior Associate, Client Accounting Services (CAS) - Nonprofit Grant Accounting Focus
Lancaster, PA ยท On-site
Trout CPA is seeking a Senior Accountant to support our nonprofit and grant-funded clients through ... Excellent communication and client service skills * CPA or CPA-track preferred Why You'll Love This ...
Senior Associate, Client Accounting Services (CAS) - Nonprofit Grant Accounting Focus
Lancaster, PA ยท Hybrid
Trout CPA is seeking a Senior Accountant to support our nonprofit and grant-funded clients through ... Excellent communication and client service skills * CPA or CPA-track preferred Why You'll Love This ...
Senior Associate, Client Accounting Services (CAS) - Nonprofit Grant Accounting Focus
Lancaster, PA ยท Hybrid
Trout CPA is seeking a Senior Accountant to support our nonprofit and grant-funded clients through ... Excellent communication and client service skills * CPA or CPA-track preferred Why You'll Love This ...
Senior Associate, Client Accounting Services (CAS) - Nonprofit Grant Accounting Focus
Lancaster, PA ยท On-site
Trout CPA is seeking a Senior Accountant to support our nonprofit and grant-funded clients through ... Excellent communication and client service skills * CPA or CPA-track preferred Why You'll Love This ...
Senior Associate, Client Accounting Services (CAS) - Nonprofit Grant Accounting Focus
Lancaster, PA ยท On-site
Trout CPA is seeking a Senior Accountant to support our nonprofit and grant-funded clients through ... Excellent communication and client service skills * CPA or CPA-track preferred Why You'll Love This ...
... client accounts, and process checks, wires and ACH's in a timely manner. What do you need to succeed? Must-have * Bachelor's degree or job related experience * 3+ years of financial services ...
... client accounts, and process checks, wires and ACH's in a timely manner. What do you need to succeed? Must-have * Bachelor's degree or job related experience * 3+ years of financial services ...
Serves as first point of contact to service a high volume of daily interactions, including basic ... Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance ...
Serves as first point of contact to service a high volume of daily interactions, including basic ... Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance ...
Serves as first point of contact to service a high volume of daily interactions, including basic ... Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance ...
Serves as first point of contact to service a high volume of daily interactions, including basic ... Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance ...
Serves as first point of contact to service a high volume of daily interactions, including basic ... Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance ...
Serves as first point of contact to service a high volume of daily interactions, including basic ... Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance ...
Be Seen First
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Be Seen First
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Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
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Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Janney is an award-winning full-service financial services firm committed to understanding our ... As a Senior Registered Private Client Associate you will play an integral role in the success of ...
Janney is an award-winning full-service financial services firm committed to understanding our ... As a Senior Registered Private Client Associate you will play an integral role in the success of ...
Senior Client Service Associate information
See Lancaster, PA salary details
$28.2K - $37.4K
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$42.8K is the 25th percentile. Wages below this are outliers.
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$129.3K
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Full-time
Medical, Dental, Vision, Retirement
Re-posted 29 days ago
Job description
Smoker Wealth Management, LLC, a prestigious financial services firm based in Lancaster, PA, is seeking a motivated and professional Registered Client Service Associate to join our dedicated team. In this comprehensive role, you will serve as a crucial liaison between our clients and financial advisors, ensuring exceptional service and client satisfaction.
As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries with professionalism and efficiency. Your ability to build relationships, combined with a strong understanding of our clients' needs, will play a pivotal role in enhancing their experience with our firm. If you are looking to advance your career in the financial industry while supporting clients in achieving their financial goals, we encourage you to apply!
Requirements
ย ย ย ย ย ย Previous experience in a client service or financial advisory role is highly preferred.
ย ย ย ย ย ย Exceptional interpersonal and communication skills, both verbal and written.
ย ย ย ย ย ย Proven ability to manage multiple tasks efficiently while maintaining attention to detail.
ย ย ย ย ย ย Strong proficiency in Microsoft Office Suite and CRM software, particularly Redtail.
ย ย ย ย ย ย Ability to pass a criminal and financial background check.
Roles/Duties:
ย ย ย ย ย ย Act as the primary point of contact for clients, responding to inquiries and providing information about their accounts.
ย ย ย ย ย ย Support financial advisors by preparing reports, processing account transactions, and maintaining compliance documentation.
ย ย ย ย ย ย Build and maintain strong relationships with clients to ensure their needs are addressed promptly and accurately.
ย ย ย ย ย ย Assist clients with account openings, transfers, and related activities.
ย ย ย ย ย ย Maintain accurate and up-to-date client records within Redtail CRM and imaging systems.
ย ย ย ย ย ย Ensure confidentiality and security of client information as per company policies and industry regulations.
ย ย ย ย ย ย Help organize client events and marketing initiatives to enhance client engagement.
ย ย ย ย ย ย Participate in process improvements to enhance operational efficiency and client service.
ย ย ย ย ย ย Other duties as assigned.
This position offers pathways for advancement within our firm, including opportunities to progress to advisory roles based on performance and licensure.
Benefits
- Medical, Dental, Vision Insurance
- 401K Match
- Opportunities for professional growth and career advancement
About Smoker & Company
Sourced by ZipRecruiter
Industry
Accounting services
Company size
51 - 200 Employees
Headquarters location
Leola, PA, US
Year founded
1982