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Client Service Associate Jobs in Kentucky

10 jobs

Are you a great service-oriented person but feel "stuck" in an environment where you're not fully appreciated? Would you like to work where your skills can be fully utilized? If so - this might be the position you are looking for! Position Overview/Summary The Client Services Assistant position is a critical role designed to support a wide range of the Prosperity Financial Group’s functions an...
POSITION SUMMARY: Works under direct supervision to provide unlicensed support in all phases of client service, client relationship building, and account maintenance to assist the business activities of the Financial Consultant(s). JOB DUTIES & RESPONSIBILITIES: Interacts daily on the telephone and in person with prospective and existing clients in a professional and pleasant demeanor, includin...
POSITION SUMMARY: Works under direct supervision to provide unlicensed support in all phases of client service, client relationship building, and account maintenance to assist the business activities of the Financial Consultant(s). JOB DUTIES & RESPONSIBILITIES: Interacts daily on the telephone and in person with prospective and existing clients in a professional and pleasant demeanor, includin...
POSITION SUMMARY: Under minimal supervision, provides support in all phases of client service, client relationships building, and account maintenance to assist the business activities of the Financial Consultant(s). Transacts business on behalf of and under the guidance of Financial Consultant(s). Routine contact with internal and external customers is required to obtain, clarify or provide facts...
**Job Reference #:** 135149BR **City:** Lexington **Job Type:** Full Time **Your Role:** Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to Financial Advisors. You’ll: –keep management systems up-to-date with client information –educate clients on account services and capabilitie...
POSITION SUMMARY: The Wealth Management Associate is a client-facing role. Through a combination of marketing methods, client-management skills, and market and product knowledge, the Wealth Management Associate partners with team members to address the specific needs and service issues of high net worth clients in order to cultivate existing client relationships. DUTIES and RESPONSIBILITIES: In...
Description Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Manager and/or Chief of Staff (COS) to ensure effective communicat...
Wealth Management Associate Job Number: 3063227 Posting Date : Jun 2, 2016 Primary Location : Americas-United States of America-Kentucky-Louisville Job : Wealth Management Employment Type: Full Time Job Level: Professional Description POSITION SUMMARY: The Wealth Management Associate is a client-facing role. Through a combination of marketing methods, client-management skills, and mar...
Description Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Manager and/or Chief of Staff (COS) to ensure effective communicat...
Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Manager and/or Chief of Staff (COS) to ensure effective communication with all ...