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E*TRADE

60 E-Trade Client Services Associate Jobs Hiring Near You

Morgan Stanley

E*TRADE Risk Officer

Alpharetta, GA

... service capabilities designed to support a strong client experience and connect self-directed ... SRO), Associate/Regional Risk Officer (ARRO/RRO), and business management to drive timely ...

TransPerfect

Client Services Associate

Atlanta, GA · On-site

Client Services Associate TransPerfect is more than just a job... Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100 ...

The TCW Group

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

Position Summary The Client Services Associate is responsible for providing exceptional support to ... Proficiency in Microsoft Office Suite, with advanced Excel skills (e.g., data analysis, reporting)

RH-USA Inc

Client Services Associate

Cleveland, OH · On-site

$28 - $32/hr

RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and ...

The TCW Group

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

Position Summary The Client Services Associate is responsible for providing exceptional support to ... Proficiency in Microsoft Office Suite, with advanced Excel skills (e.g., data analysis, reporting)

RH-USA Inc

Client Services Associate

Seattle, WA · On-site

$29 - $33/hr

RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and ...

New

RH-USA Inc

Client Services Associate

King Of Prussia, PA · On-site

$25 - $29/hr

RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and ...

TBK Bank, SSB

Client Services Associate

Hudson, CO · On-site

$16.54 - $22.67/hr

Client Services Associate At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers ...

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E*TRADE Jobs Information

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Client Services Associate

Level Four Wealth Management

El Paso, TX • On-site

Other

PTO

Re-posted 12 days ago

LPL Financial rating

7.4

Company rating: 7.4 out of 10

Based on 72 frontline employees who took The Breakroom Quiz

117th of 150 rated financial services

Job description

Our Team is growing, and we need you!
Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer:
  • Casual Work Environment
  • Generous Paid Time Off
  • Flexible Work Schedule
  • Great Benefits
  • And More...
Come take your career path to the next level!
The Client Services Associatewill support 1 - 3 Financial Advisors by handling client/advisor service activities. This associate will focus on delivering exceptional client/advisor experience so advisors can focus efforts on growing the practice. This position will be based in either the Dallas office or a branch location; and support may include advisors in other branch locations. Additionally, this role may act as an escalation and knowledge resource. CSA's are cross-trained for Advisor On-Boarding and will support those efforts when needed and scheduled.
Essential responsibilities and tasks of the Client Services Associate are:
  • Work with the Advisor to provide the firm's stated Client Experience
  • Serve as the main contact point for clients and advisor(s) for service needs/questions
  • Working directly with custodian(s), Level Four Financial (Broker Dealer) and Level Four Corporate office
  • Assisting with Advisor's calendar management
  • Heavy communication with and from Advisor(s) and Client(s) and custodians/carriers/fund families
  • Be an Escalation route and knowledge resource for other CSAs at Level Four Financial; be an 'expert' at RJ and Level Four paperwork processes.
  • Provide On-boarding team with data entry support and/or client repapering support.
  • Providing both client-facing and advisor-facing service
  • Creating, tracking, managing, and processing account paperwork and requests, including documenting in CRM
  • Engaged in and completing the Remarkable Client Experience for all clients.
  • Ability to find answers within the resources provided at custodian's, Level Four, etc.
  • Communicating with clients via phone and email
  • Managing and documenting the client experience activities
  • Opening new accounts, tracking transfers and cash requests
  • Processing Cash/ACH requests initiated by client
  • Managing the Financial Advisor's calendar
  • Staying involved and aware of Level Four and custodial Process & Procedure changes as they affect your advisors
  • Helping communicate changes (bullet above) to the CSA team.
  • Successfully balance workload when On-Boarding client re-papering support is needed.
  • Additional duties as required
Successful Client Services Associate candidates will have:
Required
  • 5 + years of experience successfully supporting busy Financial Advisor(s)
  • 2+ years of experience in Client On-Boarding, working with custodians
  • Bachelors/Associate Degree or equivalent work-related experience
  • Ability to organize, prioritize, multi-task, follow through on commitments, and work independently, while being reliable, accountable, detail-oriented, and team-oriented
  • Superior communication skills when interacting with clients, advisors and teammates
  • A passion to help the team and the advisors
  • Very comfortable with Microsoft Office Suite (outlook, word, excel)
  • VERY comfortable with technology, in general
  • English fluency
Preferred
  • Fluency, or professional working proficiency, in Spanish
  • Experience with Salesforce as a CRM
  • Experience with Raymond James or other custodians
  • FINRA Series 6 or 7
Icing on the Cake
  • Experience with Charles Schwab and/or Fidelity

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