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RVW Wealth LLC
Memphis, TN, United States
Job DescriptionJob Description Client Services Associate – Wealth Management - Memphis, TN (If you are qualified for the position, we will require you to take an assessment in order to move forward in the hiring process) Summary: Join our rapidly expanding and dynamic Registered Investment Advisor (RIA) firm. We are seeking an individual who is
Job Source: RVW Wealth LLCR Sce
Memphis, TN, United States
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the produc
Job Source: R SceBanfield
Memphis, TN, United States
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ('CSC') drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clien
Job Source: BanfieldBrightSpring Health Services
Memphis, TN, United States
DIRECTOR, STRATEGIC ACCOUNTS Job Locations US-GA-ATLANTA | US-TN-MEMPHIS | US-FL-ORLANDO | US-OH-COLUMBUS | US-KY-LOUISVILLE | US-NC-CHARLOTTE | US-TX-HOUSTON ID 2024-144549 Line of Business PharMerica Position Type Full-Time Pay Min USD $110,000.00/Yr. Pay Max USD $125,000.00/Yr. Our Company PharMerica Overview Under the general d
Job Source: BrightSpring Health ServicesPrime Capital Investment Advisors
Germantown, TN, United States
We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management practice in our Germantown, TN Market. We are a financial services firm that truly cares about their clients, advisors, and associates. Our firm inspires people to achieve their life's ambitions and we are looking for people with the drive, enthus
Job Source: Prime Capital Investment AdvisorsRussell Tobin
Memphis, TN, United States
Marketing Client Associate We are currently seeking a dedicated Marketing Client Associate to join our team in Memphis, TN. The ideal candidate will be responsible for maintaining client management systems, educating clients on account services, assisting with the preparation of reports and materials for client meetings, and coordinating team marke
Job Source: Russell TobinTruist Inc
Memphis, TN, United States
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check sta
Job Source: Truist IncMetLife
Memphis
Group Benefits Clients Services Consultant Location(s) + Posting Location:Memphis, Tennessee Country United States Working Schedule Full-Time Work Arrangement Hybrid Relocation Assistance Available No Posted Date 22-Apr-2024 Job ID 2503 **Description and Requirements** **Role Value Proposition:** Provides administrative support and customer service
Job Source: MetLifeGermantown, TN, United States
Job DescriptionJob Description
Client Services Associate – Wealth Management - Memphis, TN
(If you are qualified for the position, we will require you to take an assessment in order to move forward in the hiring process)
Summary:
Join our rapidly expanding and dynamic Registered Investment Advisor (RIA) firm. We are seeking an individual who is passionate about the RIA industry and possesses strong technical skills, including experience in Salesforce. If you have hands-on experience in the financial services sector, exceptional written communication and organizational abilities, and enjoy working in a fast-paced environment, we encourage you to apply.
Responsibilities:
Efficiently manage the influx of CRM cases, assigning them to the appropriate departments and ensuring timely resolution of client requests.
Enter and maintain CRM data, ensuring the accuracy and completeness of client records, including up-to-date contact information.
Handle incoming calls, assisting clients with time-sensitive tasks, preparing and dispatching client documents, and facilitating online access for clients.
Provide crucial support to advisors and back-office personnel, enabling them to streamline their workflows.
Assisting in maintaining the overall organization of the office, including electronic filing of client documents and assisting with special projects.
Qualifications:
Previous experience/knowledge in the Financial Services industry is preferred.
Experience in Salesforce, DocuSign preferred.
Proficient in Microsoft Word, Microsoft Excel, and Microsoft Outlook.
Strong attention to detail, excellent written and verbal communication skills, effective time management, and a track record of task completion.
Ability to work independently within an office environment while also being a valuable team player.
If you're excited about the RIA industry, possess the technical skills we're looking for, and thrive in a collaborative, fast-paced environment, we'd love to hear from you. Join us in shaping the future of financial services!
**PLEASE APPLY TO BE CONSIDERED**
Company DescriptionRVW Wealth LLC is an established wealth advisory firm with offices in Los Angeles and Memphis, TN. We are comprised of 20 passionate and caring team members who collectively manage $1 billion of client wealth. Affiliated with a CPA firm, we seek to deliver excellent advice, strategic portfolios and white-glove service.Company DescriptionRVW Wealth LLC is an established wealth advisory firm with offices in Los Angeles and Memphis, TN. We are comprised of 20 passionate and caring team members who collectively manage $1 billion of client wealth. Affiliated with a CPA firm, we seek to deliver excellent advice, strategic portfolios and white-glove service.
Email Alert for Client Services Associate - Operations jobs in Germantown, TN, United States
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