28 client support associate jobs found

Fidelity Investments Job Description: Job Profile Summary Provide strategic leadership for the achievement of business unit objectives in line with Fidelity's overall mission and objectives. Design and implement wealth management, trust and estate planning to individuals. Direct the team to ensure the delivery of an exemplary client experience to promote client loyalty. Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy. The Expertise We're Looking For FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings A sound understanding of the Broker/Dealer and RIA marketplace Bachelor's...

First Horizon National Corporation Location: On site at location listed in job posting as well as coverage for other banking centers in the immediate area. SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals) and provide support to banking center management. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and service Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency,...

NFP Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. Job Summary: Supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process. This individual will also be responsible for assist with the planning and coordination of seminars J0b Accountabilities: Pre-Sale and New Business Assembles meeting preparation...

NFP Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities. For more information, visit...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com . Covala Group (part of NFP, an Aon company) is a proven enroller and administrator of voluntary, supplemental and individual disability benefits for large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted Fortune 500 companies in the development and implementation of group life insurance, corporate owned life insurance, and long-term care programs. Our name, Covala, was inspired by the covalent bond, the strongest type of chemical bond there is. Covala embodies our dedication to...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com . Covala Group (part of NFP, an Aon company) is a proven enroller and administrator of voluntary, supplemental and individual disability benefits for large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted Fortune 500 companies in the development and implementation of group life insurance, corporate owned life insurance, and long-term care programs. Our name, Covala, was inspired by the covalent bond, the strongest type of chemical bond there is. Covala embodies our dedication to...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com . Covala Group (part of NFP, an Aon company) is a proven enroller and administrator of voluntary, supplemental and individual disability benefits for large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted Fortune 500 companies in the development and implementation of group life insurance, corporate owned life insurance, and long-term care programs. Our name, Covala, was inspired by the covalent bond, the strongest type of chemical bond there is. Covala embodies our dedication to...

NFP Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. For more information, visit...

First Horizon National Corporation Location: On site at location listed in job posting Schedule: Monday through Friday 9:00PM to 5:00PM Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals), and provide support to banking center management. Essential Duties and Responsibilities Sales and service Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support...

Fidelity Investments Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building...

McGuireWoods Job Description: The Jacksonville office of McGuireWoods seeks a Financial Regulatory Associate to join its Financial Services and Securities Enforcement Department. The cornerstone of McGuireWoods' financial services and securities enforcement group is the team's ability to effectively represent the interests of the vital, growing and increasingly complex financial services sector. This work includes advising clients in cutting-edge payments products, state and federal regulatory inquiries, rulemakings, money transmission, lobbying and legislative affairs, licensing, product counseling, intellectual property, and compliance obligations across domestic and international markets. McGuireWoods, one of the world's leading law firms, has provided legal solutions to corporate, individual and nonprofit clients since 1834. Along with excellent benefits, McGuireWoods offers our attorneys a competitive salary with hours and merit bonus opportunities and billable hours...

McGuireWoods Job Description: The Jacksonville office of McGuireWoods seeks an Associate to join its Financial Services and Securities Enforcement Department. The cornerstone of McGuireWoods' financial services and securities enforcement group is the team's ability to effectively represent the interests of the vital, growing and increasingly complex financial services sector. This representation includes securities, lender liability, regulatory issues, loan workouts, foreclosures, class actions and credit card-related matters. Lawyers' experience encompasses the expanding services offered by financial institutions, including recent cases involving securities fraud, failed asset securitizations and defaulted syndicated loans. The firm also represents banks in connection with commercial disputes, business torts and intellectual property matters. McGuireWoods, one of the world's leading law firms, has provided legal solutions to corporate, individual and nonprofit clients...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week Role Overview: We are seeking a Senior OpenText Developer with deep expertise in enterprise document and Customer Communication Management (CCM) solutions. The ideal candidate has strong hands-on experience with OpenText Exstream, preferably in cloud environments, and understands end-to-end orchestration across data ingestion, document composition, multichannel delivery, and operational monitoring. This role focuses primarily on OpenText development. Experience with IBM DataStage, particularly in ETL design or support, is a strong plus and enhances the ability to support upstream integrations and enterprise workflows. What You'll Do: * Design, develop, and maintain OpenText Exstream document composition applications in cloud and on-prem environments. * Support validation and testing related to Command Center migrations and modernization efforts. * Analyze existing CCM...

PerkinElmer Responsibilities Location Tallahassee, FloridaUS Job ID REQ-056732 The Field Service Engineer provides highly visible customer support through the performance of on-site installation, as well as overseeing any necessary diagnoses, troubleshooting, service, and repair of complex equipment and systems. The Field Engineer will instruct customers in the operation and maintenance of the system and serve as company liaison with customer on administrative and technical matters for assigned projects. This role may include any aspect of field support, and is not limited to system hardware and software, PCs, and networking/wireless networking. Location: Seeking more than 1 engineer for remote field role servicing customers located in Fort Lauderdale and Tampa, FL Job Responsibilities: Perform installations, maintenance, validations, and repairs while ensuring compliance with PerkinElmer's service standards and key performance indicators. Engage with...

NASCAR At NASCAR, you will find a community of passionate individuals who care about our sport and are united in seeing it grow. NASCAR seeks a talented professional to join in the position of Coordinator, Public & Government Affairs in Daytona Beach, FL. Summary The Coordinator, Public & Government Affairs handles administrative tasks, assists with the coordination of meetings and events throughout legislative and race schedules and assists with travel arrangements of the NASCAR Public & Government Affairs department. Ability to be flexible as the team's workload fluctuates and step in to help where needed. Must learn and follow department processes.This role exercises discretion and independent judgment in managing sensitive information, coordinating complex scheduling logistics, and administering departmental processes that support executive-level and government affairs initiatives. The position regularly handles confidential and proprietary...

First Horizon National Corporation Location: On-site at location listed in job posting First Horizon is seeking a motivated individual for an HR Analyst position to assist with successful analysis and execution of HR operational and strategic initiatives. The role will support daily HR operational needs and HCM enhancements for the enterprise, participate in important reporting procedures, act as a lead on HR projects, and contribute to the HR platform strategic roadmap executed by the team. Essential Responsibilities Design, configure, and support HR technology systems to meet business needs, ensuring ease of use and visual appeal for associates. Provide ongoing support of our HCM instance to key HR and business partners through data compilation, analysis and report generation; identifies, documents, researches and follows through on all request for data compilation and report generation. Develop and deliver periodic & ad hoc reporting on employee data, both...

First Horizon National Corporation Location: On-site at location listed in job posting First Horizon is seeking a motivated individual for an HR Analyst position to assist with successful analysis and execution of HR operational and strategic initiatives. The role will support daily HR operational needs and HCM enhancements for the enterprise, participate in important reporting procedures, act as a lead on HR projects, and contribute to the HR platform strategic roadmap executed by the team. Essential Responsibilities Design, configure, and support HR technology systems to meet business needs, ensuring ease of use and visual appeal for associates. Provide ongoing support of our HCM instance to key HR and business partners through data compilation, analysis and report generation; identifies, documents, researches and follows through on all request for data compilation and report generation. Develop and deliver periodic & ad hoc reporting on employee data, both...

First Horizon National Corporation Location: On-site at location listed in job posting First Horizon is seeking a motivated individual for an HR Analyst position to assist with successful analysis and execution of HR operational and strategic initiatives. The role will support daily HR operational needs and HCM enhancements for the enterprise, participate in important reporting procedures, act as a lead on HR projects, and contribute to the HR platform strategic roadmap executed by the team. Essential Responsibilities Design, configure, and support HR technology systems to meet business needs, ensuring ease of use and visual appeal for associates. Provide ongoing support of our HCM instance to key HR and business partners through data compilation, analysis and report generation; identifies, documents, researches and follows through on all request for data compilation and report generation. Develop and deliver periodic & ad hoc reporting on employee data, both...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: A Legal Wealth Advisor 3 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms...

First Horizon National Corporation Location : Onsite at the location listed in the job posting. Hours : MONDAY - FRIDAY / 9:00 AM - 5:00 PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank’s products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center’s overall sales goals. This role performs the most complex assignments. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development • Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals...