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Work with our team to provide superior service to our clients. We serve clients throughout the Sacramento area.... - Indeed
Scottsdale Wealth Management office is looking for a professional, dynamic, detail-oriented, registered Client Service Associate to help with the client service... - Indeed
Handle all written correspondence to/from clients as directed by Financial Advisor. Continually recognize an employee's responsibility to represent the total... - Indeed
Knowledge and strong focus on processes for providing exemplary customer service; Includes customer assessment, meeting quality standards for service, and... - Indeed
Client service oriented; May solicit orders from clients, provide investment advice to clients, and cold call potential clients for brokerage accounts, under... - Indeed
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to... - Indeed
Provide high level of service to existing clients consistent with the full development and maintenance of client relationship.... - Indeed
Client Service Associates may not be designated speakers or present products to clients or prospective clients at such events.... - Indeed
Work with clients on addressing service issues. Work with our team to provide superior service to our clients.... - Indeed
The primary role of a Client Service Associate is to:. Interface with clients, anticipate their needs, solve problems and follow through to provide exceptional... - Indeed
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