1195 client service associate jobs found

Ameriprise Financial Overview Are you ready to take the next step in your financial services career? Strand and Associates is seeking a motivated and detail-oriented individual for a hybrid Paraplanner and Client Service Associate role to join our team. This role offers a mix of client-facing responsibilities and behind-the-scenes financial planning support, ideal for someone who is organized, proactive, and excited to contribute to a growing practice. Key Duties and Responsibilities: Client Scheduling and Coordination: Proactively engage clients to schedule meetings and gather client information and documentation ahead of meetings. Manage client records, maintain CRM system and other additional client support as needed. Meeting preparation and follow-up: Gather and organize client data for meeting preparation and complete various post-meeting follow ups. Prepare clear, accurate, client-focused meeting summaries. Coordinate with advisors for client follow up tasks,...

Eaton Vance Job Description ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com. ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement...

Ameriprise Financial Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed....

Ameriprise Financial Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing...

Ameriprise Financial The registered client service associate utilizes the client relationship model and turnkey tools to assist advisors in servicing clients by gathering and analyzing client data, helping to prepare financial plans, working with clients, and processing transactions, trades for clients, and other practice management tasks, as needed. Provide general administrative/reception/operations support, as needed, for the financial institution program. Key Responsibilities Assist advisor in servicing clients, which includes preparing financial plans, conducting investment research, and completing trades and transactions. Frequent communication with financial advisors, bank representatives and others via email and phone. Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, creating the agenda and summary of meetings, escorting clients to advisor, and providing necessary follow-up. Prepare and ensure new...

Ameriprise Financial Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing...