Client Service Associate

Company: VirtualVocations
Location: Humble
Posted on: November 7, 2024

Job Description:

A company is looking for a Client Service Associate to provide administrative support to financial advisors and their staff.

Key Responsibilities:

Assist in onboarding new advisors and their staff
Manage CRM (Redtail) and ensure data accuracy
Provide service and support to advisors, resolving inquiries and issues

Required Qualifications:

2+ years in a broker dealer and client service role or similar
Bachelor's degree in business, finance, or a related field or equivalent experience
Familiarity with the financial services industry
Proficient in Microsoft Excel, Word, PowerPoint, and CRM applications (Redtail)
Ability to thrive in a fast-paced and growing environment

Keywords: VirtualVocations, Port Arthur , Client Service Associate, Other , Humble, Texas

Click here to apply!

Didn't find what you're looking for? Search again!

Let Humble recruiters find you. Post your resume for free!

Get Humble Other jobs via email.

View more Port Arthur Other jobs

Other Other Jobs

Yard Specialist
Description: About USS br br United Site Services is the industry leader in comprehensive site services, committed to creating partnerships that help enable our customers' project and event success. Our deep industry (more...)
Company: United Site Services
Location: Houston
Posted on: 11/3/2024

Part-Time Trash Collector - Nights
Description: Join our team as an Apartment Trash Collector Service Valet and enjoy the convenience of flexible evening hours in your local area. Whether you're looking to supplement your income or earn extra money (more...)
Company: Disability Solutions
Location: Houston
Posted on: 11/3/2024

Heavy Equipment Operator
Description: ABOUT THE COMPANYRepublic Services, Inc. NYSE: RSG is a leader in the environmental services industry. We provide customers with the most complete set of products and services, including recycling, (more...)
Company: Disability Solutions
Location: Fresno
Posted on: 11/3/2024

Salary in Port Arthur, Texas Area | More details for Port Arthur, Texas Jobs |Salary

Lead Anesthesia Tech - Days - Full-Time
Description: At Houston Methodist, the Lead Anesthesia Tech AT position functions as the lead person and performs lead job duties and/or regularly leads projects or performs specialized responsibilities as a regular (more...)
Company: Houston Methodist Cypress Hospital
Location: Tomball
Posted on: 11/3/2024

Patient Care Assistant - Emergency Services - Days
Description: At Houston Methodist, the Patient Care Assistant PCA position is responsible for functioning as novice to competent and demonstrates basic knowledge and skills necessary to communicate appropriately (more...)
Company: Houston Methodist Hospital
Location: Houston
Posted on: 11/3/2024

Server Assistant
Description: Join our award-winning team at Navy
Company: Navy Blue
Location: Houston
Posted on: 11/3/2024

Travel CT Technologist - $2,102 per week
Description: TotalMed Allied is seeking a travel CT Technologist for a travel job in Houston, Texas.Job Description Requirements ul li Specialty: CT Technologist li Discipline: Allied Health Professional (more...)
Company: TotalMed Allied
Location: Houston
Posted on: 11/3/2024

EKG Monitor Tech - PT Nights
Description: At Houston Methodist, the Monitor Technician position is responsible for performing accurate EKG rhythm interpretation and other in electrocardiography functions that support the interprofessional healthcare (more...)
Company: Houston Methodist Sugar Land Hospital
Location: Fresno
Posted on: 11/3/2024

Patient Care Assistant - Neuro ICU - Nights
Description: At Houston Methodist, the Patient Care Assistant PCA position is responsible for functioning as novice to competent and demonstrates basic knowledge and skills necessary to communicate appropriately (more...)
Company: Houston Methodist Hospital
Location: Houston
Posted on: 11/3/2024

Sr Anesthesia Tech - PRN Days
Description: At Houston Methodist, the Sr. Anesthesia Technician AT position is an experienced Tech who provides support to the anesthesia providers and other members of the interprofessional health care team. This (more...)
Company: Houston Methodist Sugar Land Hospital
Location: Damon
Posted on: 11/3/2024

Loading more jobs...

Client Service Associate

Didn't find what you're looking for? Search again!

Other Other Jobs

Log In or Create An Account