Client Service Executive jobs in the United States

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Client service associate
  • JK Executive Strategies, LLC
  • Rochester, NY FULL_TIME
  • Client Services Associate

    Rochester, NY

    JK Executive Strategies is partnering with a well-respected financial services firm in search of a Client Services Associate to join its team.

    This role offers an exciting chance to contribute to a growing team and make a significant impact on client relationships.

    As a Client Service Assistant, you'll play a crucial role in maintaining operational efficiency, preparing advisors for client meetings, and delivering top-notch financial plans.

    If you're someone who thrives on client interaction, excels in teamwork, and possesses strong organizational skills, this is the perfect opportunity for you!

    Responsibilities

    • Help with the delivery of customized financial plans.
    • Use CRM system efficiently to collect client information for upcoming meetings and documentation.
    • Assist with data entry of all client’s financial information.
    • Anticipate advisor needs and handle them proactively.
    • Provide advisors with weekly updates and check-ins.
    • Use excellent customer service skills to build client relationships.
    • Handle phone calls from clients, when appropriate.
    • Work on special projects directly with advisors.
    • Make recommendations to systematize and improve office functionality.
    • Other duties as assigned.

    Requirements

    • Bachelor’s degree in finance, accounting, or other business-related discipline or financial industry experience preferred.
    • 2 years of related professional office experience.
    • Proficiency in Microsoft Office specifically Excel.
    • Customer Relationship Management (CRM) systems experience would be useful.
    • Ability to communicate, organize and manage time efficiently.
    • Detail-oriented; strong math, decision-making, and analytical skills.
    • Technical aptitude; including strong PC, Internet, and software skills.
    • Ability to effectively prioritize workload and meet deadlines.
    • Capacity to handle multiple tasks at once.
    • Capable of viewing details in the overall context of the client and / or advisor’s circumstances.
    • Identify and solve problems efficiently.
    • Possess a positive attitude and a pleasant demeanor.
    • Strong interpersonal, oral, and written communication skills.

    Salary Range

    $50-65k

    JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.

    Last updated : 2024-10-24

  • 6 Days Ago

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Client service associate
  • GemHarvest Executive Recruiting
  • Norwalk, CT FULL_TIME
  • Client Service Associate Boutique Wealth Management Firm Norwalk, CT Overview Boutique RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking i...
  • 12 Days Ago

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Client Service Associate - Retirement Plans
  • GemHarvest Executive Recruiting
  • Las Vegas, NV FULL_TIME
  • Client Service Associate - Retirement PlansBoutique Wealth Management FirmLas Vegas, NevadaOverviewIndependent RIA serving high net worth clientele seeks a Retirement Plan Client Service Associate to ...
  • 17 Days Ago

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Client executive
  • Hispanic Technology Executive Council
  • Arlington, VA FULL_TIME
  • Why WWT? At World Wide Technology, we work together to make a new world happen. Our important work benefits our clients and partners as much as it does our people and communities across the globe. WWT...
  • 28 Days Ago

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Client executive
  • Hispanic Technology Executive Council
  • San Ramon, CA FULL_TIME
  • Why WWT? At World Wide Technology, we work together to make a new world happen. Our important work benefits our clients and partners as much as it does our people and communities across the globe. WWT...
  • 17 Days Ago

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TMT Client Relationship Executive - Telecommunications
  • Line of Service:Internal Firm Services
  • Dallas, TX OTHER
  • A career in Sales and Marketing will provide you with the opportunity to focus on positioning a distinctive PwC brand in the marketplace and drive long term revenue growth for the Firm. You’ll focus o...
  • 17 Days Ago

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Client Service Associate
  • GRYPHON FINANCIAL PARTNERS LLC
  • Columbus, OH
  • Job Description Job Description Job Description: Provide exemplary service to Gryphon Financial Partners clients. Manage...
  • 10/30/2024 12:00:00 AM

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Senior Client Service Associate
  • JPMorgan Chase & Co.
  • Columbus, OH
  • JobID: 210548945 Category: Client Service JobSchedule: Full time Posted Date: 2024-09-26T19:02:19+00:00 JobShift: Day : ...
  • 10/30/2024 12:00:00 AM

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FT Client Services Associate - Work From Home
  • Rubicon Technologies
  • Grove City, OH
  • [Customer Service / Remote] - Anywhere in U.S. / Up to $21 per hour / Fully paid medical benefits / 401k match / PTO / L...
  • 10/30/2024 12:00:00 AM

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FT Client Services Associate - Work From Home
  • Rubicon Technologies
  • Pataskala, OH
  • [Customer Service / Remote] - Anywhere in U.S. / Up to $21 per hour / Fully paid medical benefits / 401k match / PTO / L...
  • 10/30/2024 12:00:00 AM

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Senior Client Service Associate
  • GRYPHON FINANCIAL PARTNERS LLC
  • Columbus, OH
  • Job Description Job Description Job Description: Provide exemplary service to Gryphon Financial Partners clients. Manage...
  • 10/30/2024 12:00:00 AM

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FT Client Services Associate - Work From Home
  • Rubicon Technologies
  • Newark, OH
  • [Customer Service / Remote] - Anywhere in U.S. / Up to $21 per hour / Fully paid medical benefits / 401k match / PTO / L...
  • 10/30/2024 12:00:00 AM

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FT Client Services Associate - Work From Home
  • Rubicon Technologies
  • Marysville, OH
  • [Customer Service / Remote] - Anywhere in U.S. / Up to $21 per hour / Fully paid medical benefits / 401k match / PTO / L...
  • 10/30/2024 12:00:00 AM

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FT Client Services Associate - Work From Home
  • Rubicon Technologies
  • Lancaster, OH
  • [Customer Service / Remote] - Anywhere in U.S. / Up to $21 per hour / Fully paid medical benefits / 401k match / PTO / L...
  • 10/27/2024 12:00:00 AM

Income Estimation for Client Service Executive jobs
$89,340 to $105,932

Career Path for Client Service Executive