- UpvoteDownvoteShare Job
- Suggest Revision
The Executive Client Services Associate is responsible for performing in this role effectively and efficiently in order to maximize Executive Wealth Advisor performance, address any and all members and member clients’ needs (inbound and outbound), achieve Asset Under Management (AUM) and production (GDC) goals, and support the achievement of corporate financial and sales goals.
$66,560 - $88,200 a yearExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Our Seattle office has an immediate need for a Registered Client Service Associate to support Financial Advisors and senior level management. Provide sales and administrative support to customers and Financial Advisors.
$30 - $32.92 an hourFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Here are few examples of the kinds of things you'll do: Interact with financial advisors and provide excellent customer service by answering product related questions (MFs, ETFs, SMAs), discuss sales literature, and explain portfolio analytics.
$23.32 - $33.17 an hourFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.
Full-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Our Honolulu office is seeking a Client Service Associate to support assigned Financial Advisors. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions.
$45,000 - $75,000 a yearExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
The Sales and Service Associate II (SSA II) is responsible for providing exceptional customer service through the efficient managing of customer interactions, and provides solutions based on the customer’s needs.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
The Sales and Service Associate III (SSA III) is responsible for providing exceptional customer service through the efficient managing of customer interactions and will provide solutions based on the customer's needs.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Having a comprehensive knowledge of the following YMCA systems: Financial procedures: money handling, registrations and sales to ensure accuracy Opening and closing procedures: perform as needed Emergency procedures: being certified and prepared to implement in case of an emergency.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures. You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more.
$50,000 - $65,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
We are looking for talented, hardworking, and detail-oriented individuals for our Financial Center Service Associate position. Actively participate in meeting financial center sales goals by participating in workplace banking events, cross-selling applicable financial products and services to meet customers' needs, and referring customers to other lines of bank business to expand existing relationships.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Financial benefits include Health Savings Account (HSA), Flexible Spending Accounts (FSAs), 401(k) plan, Employee Stock Purchase Plan (ESPP), basic life and AD&D insurance, and short-term disability insurance.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. Assist financial advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
InternExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Partnering with the sales representatives in your assigned territory, you will manage inventory, help with the education cadence, and supply of materials for your hospitals. As a Service Associate, your primary responsibility will be collecting single use devices at hospitals within your designated territory.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. Certified Financial Planner (CFP) certification required.
ExpandApply NowActive JobUpdated 6 days ago
financial sales jobs Title: service associate
FEATURED BLOG POSTS
Why Are Internships Important & How Can You Get One?
Internships are for college students or people who have just completed their degree. If you are a student or recent grad, you may be wondering how to land an internship. If you've never had one, you may even wonder if you need one. After all, didn’t you work in that call center while also doing exams? Or perhaps you’ve bartended your first year in college?
Why is Networking Important & How to Network Effectively
Even if you’ve worked hard to earn a degree from an impressive school, landing your dream job might still come down to who you know – otherwise known as networking. Lots of qualified candidates might apply for a job, but the person who gets it might very well be so-and-so’s sibling, friend, or kid. Sometimes the only way to get your foot in the door is to know someone.
Why Do Recruiters Ghost and What Can You Do About It?
Once you’ve finally mustered up the courage to find another job, leaning into the job hunt can feel scary and overwhelming. So, it does nothing to help your confidence when your outbox is full of unanswered follow-ups and interview requests. You thought that ghosting only happens on dating apps—so why do recruiters ghost, too? Recruiter ghosting is not an effective recruiting strategy, but sometimes it’s inevitable. How can you overcome such an unfortunate new career trend? Read on.
Internal Hiring Best Practices
Each companies hiring strategy is based on a set of rules that defines the ideal candidate. Many companies utilize internal and external hiring to ensure they have skilled, experienced workers. If you work in recruiting, maximizing your internal hiring strategies could be the key to retaining employees and simplifying your hiring process.
Why is it so Hard to Get a Job After College
For many, it was easy finding a job while in college. But after job hunting for weeks, you may wonder why it is so hard to get a job after college. After all, you’ve put a lot of time and effort into getting your degree. But don’t get discouraged. The University of Washington found that 53% of graduates are either unemployed or working a job that doesn’t require a degree. Other studies also show that landing your first job can take between 3 and 6 months. So, getting your first job takes time.
Why Leadership Is So Important in Your Career
There are plenty of baseball players worldwide, but only a select few will master the sport enough to play in the World Series. Similarly, you’ll meet hundreds of “managers” throughout your professional career. Still, only a few will cement themselves as true leaders in your mind. This is why leadership is important—the most influential leaders leave a mark. They inspire.
Making the Move to Salary Transparency
The salary transparency trend continues. Last year, Colorado passed its Equal Pay Transparency Rules, which required employers to include compensation in job postings, notify employees about promotional opportunities, and record job descriptions and wage records. Soon after, states like Washington, Nevada, Maryland, and Rhode Island followed suit.