client service associate

Optas Capital

Company DescriptionOptas Capital is a progressive wealth management and financial advisory firm dedicated to supporting entrepreneurs, executives, and high-net-worth individuals in achieving financial clarity and confidence. By blending strategic investment management with personalized financial planning, the firm helps clients grow, protect, and enjoy their wealth intentionally. Known for its proactive planning, tax strategies, and business integration, Optas Capital provides advice that aligns wealth with life goals. The firm prioritizes transparency, operates as a fiduciary, and emphasizes building long-term client partnerships based on trust and performance.Role DescriptionThis is a full-time hybrid role for a Client Service Associate, based in Dripping Springs, TX, with some work-from-home flexibility. The Client Service Associate will serve as the primary point of contact for clients, providing exceptional customer service and addressing client inquiries. Responsibilities include managing client accounts, coordinating communication between clients and advisors, assisting with financial documentation, and providing operational support to ensure smooth service delivery. The role plays a key part in fostering client satisfaction and supporting the success of the advisory team.Qualifications<ul><li>Minimum 5 years of Registered Investment Advisory or Broker Dealer experience.</li><li>Strong Client Services, Customer Service, and Customer Support skills to ensure excellent client relationships and satisfaction</li><li>Excellent Communication skills, including verbal and written abilities, for effective interaction with clients and team members</li><li>Familiarity with Finance principles and an interest in financial services or wealth management</li><li>Exceptional attention to detail, organizational, and time management skills</li><li>Ability to handle sensitive client information with discretion and professionalism</li><li>Proficiency in financial software and tools is a plus</li><li>Bachelor's degree in Finance, Business Administration, or a related field is preferred</li></ul>Compensation, Benefits &amp; ScheduleJob Type: Full-timeSalary: $85,000 - $100,000 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Discretionary Company Bonus</li><li>Insurance: Health, Dental, Vision, Life</li><li>Flexible spending account</li><li>Paid time off (commensurate with experience)</li><li>Work from anywhere policy (2 weeks/year)</li><li>Parental leave</li><li>Cell phone stipend</li></ul>Job Type: Full-timePay: $85,000.00 - $100,000.00 per yearWork Location: Hybrid remote in Dripping Springs, TX 78620

Client Service Associate

Ameriprise Financial

<div>About Our Company 
We&rsquo;re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses &ndash; Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America&rsquo;s leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client&rsquo;s overall experience, we invite you to take your career to the next level by applying to join our team today!
Key Responsibilities:
<ul><li>Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
</li><li>Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
</li><li>Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
</li><li>Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.</li><li>
Provide general administrative duties such as answering the advisors&rsquo; phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
</li></ul>Required Qualifications:<ul><li>
Bachelors degree or equivalent.</li><li>
3 - 5 years relevant experience required.</li><li>
Series 7 or ability to obtain within 150 days.</li><li>
State securities agent registration (S63 or S66) or ability to obtain within 150 days.</li><li>
Experience working in a client service environment.
</li><li>Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
</li><li>Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
</li><li>Able to communicate with all levels within the organization. Process oriented and can work with a team.
</li><li>Strong computer and software skills.
</li></ul>Preferred Qualifications:<ul><li>
State IAR registration (S65 or S66) or ability to obtain within 150 days.</li><li>
Life, Accident, and Health licenses &amp; Variable Contracts or ability to obtain within 150 days.
</li></ul>Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders &mdash; clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated hourly rate for this role is $32.21 - $44.27 / hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.<div><div><div><div><div><div><div>
Full-Time/Part-Time</div></div></div></div></div></div></div>
Full time<div><div><div><div><div><div><div>
Exempt/Non-Exempt</div></div></div></div></div></div></div>
Non-Exempt<div><div><div><div><div><div><div>
Job Family Group</div></div></div></div></div></div></div>
Business Support &amp; Operations<div><div><div><div><div><div><div>
Line of Business
</div></div></div></div></div></div></div>AAG Ameriprise Advisor Group
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.</div>

Registered Client Service Associate

Insurance Centers of America, Inc

Insurance Centers of America is seeking a Client Service Associate &ndash; Commercial Lines to join our Retail insurance agency in Colorado Springs. This role supports the Commercial Lines service team by assisting with policy servicing, responding to client requests, issuing certificates of insurance, and maintaining accurate documentation within the agency management system.The position works closely with Commercial Account Managers, Producers, and our Access Plus underwriting team to ensure commercial client accounts are serviced efficiently and professionally.This is an excellent opportunity for someone with insurance experience who enjoys working in a collaborative service environment.Responsibilities<ul><li>Assist Commercial Account Managers with servicing commercial client accounts</li><li>Process policy endorsements and policy changes</li><li>Respond to client service requests and coverage inquiries</li><li>Issue and manage Certificates of Insurance (COIs) in accordance with policy terms and carrier guidelines</li><li>Maintain accurate documentation within the agency management system (Applied Epic)</li><li>Assist with renewal preparation and gathering underwriting information</li><li>Communicate professionally with clients, producers, and internal team members</li><li>Support the Commercial Lines service team during periods of high service demand</li></ul>Qualifications<ul><li>Active Colorado Property &amp; Casualty License required</li><li>2&ndash;3 years of insurance agency experience preferred</li><li>Strong organizational and communication skills</li><li>Ability to manage multiple service requests efficiently</li><li>Strong attention to detail and accuracy</li><li>Experience using Applied Epic or similar agency management systems preferred</li></ul>Compensation &amp; Benefits<ul><li>Salary range: $60,000 &ndash; $70,000 depending on experience</li><li>Health benefits</li><li>Paid time off</li><li>Professional development opportunities</li></ul>Work EnvironmentThis is a full-time, in-office position located in Colorado Springs, Colorado.About Insurance Centers of AmericaInsurance Centers of America is an independent retail insurance agency serving individuals, families, and businesses with personal and commercial insurance solutions. Our team is committed to delivering exceptional client service while building long-term relationships and helping clients protect what matters most.Apply TodayIf you are a licensed insurance professional who enjoys working with clients and supporting a collaborative service team, we encourage you to apply.Pay: $60,000.00 - $70,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Vision insurance</li></ul>Work Location: In person

Client Service Associate – Commercial Lines (Licensed)

Hightower Advisors

Your Future Team
 Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management. We're searching for a Client Service and Operations Associate who naturally has a “do what it takes” attitude to support a seasoned team while providing a quality experience our clients have come to expect. You will report to the Managing Director.
 
Characteristics you will need to be successful in this role: 
<ul>
<li>Adaptable. You are comfortable working in a fast-paced environment and can adapt to change.</li>
<li>Agile. You maintain composure and remain positive under pressure even in complex situations.</li>
<li>Team player. You love collaborating and sharing ideas. You trust your teammates, and support as needed.</li>
<li>Clear communicator. You are great at getting and giving respectful and productive feedback to clients and colleagues.</li>
<li>Organized. You create clear and logical processes to support your work and that of the organization.</li>
</ul>
What You'll Do
 <ul>
<li>Timely, consistent and accurate completion of operational tasks, activities and workflows including account services and transaction processing</li>
<li>Field client requests and complete tasks, following through to ensure our client's needs are met while following compliance standards</li>
<li>Ensure the prospect and client experience is performed as designed by managing and following the prospect and client timelines, and completing multi-step tasks</li>
<li>Work with our custodian (Fidelity and Charles Schwab) to open accounts, obtain account information and complete service requests</li>
<li>Document and update contact information, status updates, and other important information within the CRM database. (Salesforce)</li>
<li>First contact for clients and visitors in the office and by phone demonstrating high levels of meaningful engagement</li>
<li>Scheduling meetings</li>
<li>Opportunity to learn different functions within the practice by supporting multiple roles</li>
<li>Assist Marketing with client events and client gifts</li>
<li>Assist the team in operational, administrative, and marketing functions</li>
</ul>
What You'll Bring
 <ul>
<li>Team player, strong work ethic, and expresses a “client first” attitude</li>
<li>BA/BS degree preferred in Business/Marketing/Communications or related field</li>
<li>Strong Microsoft Office and Outlook competency</li>
<li>Salesforce experience a plus</li>
<li>Process-driven tasking and follow up skills</li>
<li>Excellent client-facing skills</li>
<li>Strong written and verbal communication skills</li>
<li>The ability to accomplish a variety of tasks in a detailed, efficient, and organized manner</li>
<li>Minimum 3 or more years of experience with Financial Service and or Client Service</li>
<li>Series 65. If not licensed it must be achieved within 6 months of hire. Other licenses may be required over time</li>
</ul>
What We Offer
 <ul>
<li>Annual base salary range of $60,000-$75,000 based on qualifications and experience, plus discretionary bonus</li>
<li>Coverage on the first day of employment for medical, dental, and vision insurance</li>
<li>Flexible PTO plan</li>
<li>401k matching plan</li>
</ul>
AN EQUAL OPPORTUNITY EMPLOYER: Natoma Wealth is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
 
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Client Service Associate - Natoma Wealth

Insurance Centers of America is seeking a Client Service Associate (CSA) to join our Retail agency team in Colorado Springs. This role supports our Personal Lines Account Managers by assisting with policy servicing, client requests, and administrative tasks to ensure our clients receive prompt and professional service.This is a great opportunity for someone with insurance experience who enjoys working with clients and supporting a collaborative service team.Responsibilities<ul><li>Respond to client service requests such as ID cards, policy documents, and billing questions</li><li>Process policy changes, including driver updates, vehicle additions, address changes, and coverage adjustments</li><li>Maintain accurate documentation of policy transactions in our agency management system</li><li>Assist Account Managers with renewal preparation and policy servicing tasks</li><li>Communicate with clients in a professional and timely manner</li><li>Support the Retail service team to ensure efficient workflow and excellent client service</li></ul>Qualifications<ul><li>Active Colorado Property &amp; Casualty License</li><li>1&ndash;2 years of insurance agency or customer insurance service experience</li><li>Strong communication and organizational skills</li><li>Attention to detail and ability to manage multiple tasks</li><li>Positive attitude and team-oriented mindset</li></ul>Compensation &amp; Benefits<ul><li>Salary range: $50,000 &ndash; $60,000 depending on experience</li><li>Health benefits</li><li>Paid time off</li><li>Professional development opportunities</li></ul>Work EnvironmentThis is a full-time/in-office position located in Colorado Springs.About Insurance Centers of AmericaInsurance Centers of America is an independent retail insurance agency serving individuals, families, and businesses with personal and commercial insurance solutions. Our team is committed to delivering exceptional client service while building long-term relationships and helping clients protect what matters most.We pride ourselves on maintaining a professional, collaborative workplace focused on integrity, accountability, and service excellence.Apply TodayIf you enjoy helping clients and working in a fast-paced service environment, we&rsquo;d love to hear from you.Pay: $65,000.00 - $75,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Client Service Associate - Personal Lines (Licensed)

Independent Bank Corporation

Are you ready to grow your career in an environment that encourages confidence, clarity, and success? At Independent Bank, our team lives our mission every day:Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is a future where clients approach their finances with confidence and clarity&mdash;and we believe that starts with the team who supports them.Our Retail Career Path was built to do just that&mdash;support you. Whether you're launching a new career in banking or looking to advance your current one, we offer a structured, self-guided journey designed to help you grow professionally and personally. From your first day as a Client Service Associate (CSA), you'll receive the training, mentorship, and tools you need to advance&mdash;with the flexibility to progress at your own pace and increase your earning potential as you go.Client Service Associate As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on learning and/or reviewing basic banking transactions, and the fundamental banking terms, products, and services offered by Independent Bank. This position is similar to a traditional &ldquo;bank teller&rdquo; or &quot;personal banker&quot; role with self-guided growth opportunities.<ul><li>Assist clients with transaction services and provide solutions in a friendly and efficient manner and with credibility.</li><li>Strengthen your understanding of the basic framework of Independent Bank business accounts.</li><li>Become proficient with regards to conducting different types of transactions for clients.</li><li>Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.</li><li>Begin to recognize opportunities to deliver financial solutions, and meet client needs, with Independent Bank products and services.</li><li>Identify client referral opportunities to appropriate team members.</li><li>Develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.</li><li>Ability to have meaningful financial conversations with clients during all interactions.</li><li>Maintain ongoing communication with clients following internal processes and procedures.</li><li>Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.</li></ul>Why You Should Apply:<ul><li>Competitive hourly pay and great benefits.</li><li>Accommodating and flexible paid time off.</li><li>A knowledgeable, goal-driven, and exciting team of colleagues.</li><li>Numerous advancement opportunities with structured, personalized career paths and mentoring.</li><li>Exposure to different areas of banking and the ability to work with leaders within the industry.</li><li>Extensive training on all areas and aspects of the banking field to help you reach your highest potential.</li><li>Community-focused events and volunteer opportunities.</li></ul>What We&rsquo;re Looking For:<ul><li>High school diploma or equivalent education is required.</li><li>Outstanding client service skills.</li><li>Cash handling experience is preferred, but it is not required as we provide ample training.</li><li>The ability to adapt and adjust to new ideas, processes, workflows, and systems.</li><li>Ability to thrive in a fast-paced and rapidly changing environment while maintaining a commitment to accuracy, timeliness, and client focus.</li><li>Excellent interpersonal, presentation, and communication skills. This includes verbal and non-verbal forms of communication, email and phone etiquette, and the ability to work cohesively as part of a team.</li><li>A strong desire to be a part of the Independent Bank family while contributing to our growth and success.</li></ul>This is an exciting step in a journey to creating a fulfilling and rewarding career at Independent Bank. We are excited to have you join our team!Job Type: Part-timePay: $18.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Flexible schedule</li><li>Paid time off</li><li>Referral program</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: In person

Part Time Client Service Associate (Bank Teller/Personal Banker)

Alerus Financial

<div>This is a remote position. Candidates preferred to be residing in the Alerus physical footprint of these markets: Twin Cities area, MN; Grand Forks or Fargo, ND; or Phoenix, AZ. 
 
Hours: Monday - Friday 10am - 7pm Central Time.

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus

ABOUT THE ROLE:

The Client Service Center Associate is responsible for answering a wide range of incoming calls from retirement plan and health benefit participants. Client Service Associates educate, troubleshoot and address issues, provide support, and offer information as needed to correctly and efficiently respond to caller inquiries. The Client Service Center is intended to be a single point of contact where clients receive support on products offered with Alerus.

WHAT YOU&rsquo;LL BE DOING:
<ul>
<li>Answer telephone, email and chat inquiries from Alerus retirement and health benefit participants promptly and courteously. Show respect and patience to all participants. Inbound calls will cover a wide range of topics including retirement plan specific provisions, IRS and DOL regulations surrounding retirement and benefits plans, distributions, contributions, investments, balance inquiries, and claim status.</li>
<li>Provide professional, accurate, and clear communication.</li>
<li>Understand and clearly communicate the inquiry and transactional use of the Alerus websites and mobile apps.</li>
<li>Maintain up to date financial services, internal systems and software knowledge (AdminWeb, Salesforce, IBM Notes, and Wex) as it pertains to the job.</li>
<li>Understand and communicate basic provisions of retirement plan documents, adoption agreements and loan policies to clients and participants.</li>
<li>Understand and communicate the regulations for health savings accounts, flexible spending accounts, and health reimbursement arrangements.</li>
<li>Actively maintain knowledge of all Alerus products, services, and processes.</li>
<li>Develop and enhance customer relationships by informing customers of Alerus products and services that meet their needs and encourage a financially fit client.</li>
<li>Foster a positive work environment and support co-workers in achievement of departmental goals.</li>
<li>Meet performance standards such as quality assurance scores, attendance, and productivity. Proactively notify manager if standards are not met.</li>
</ul>
WHAT YOU SHOULD HAVE:
<ul>
<li>1+ years business experience in employee benefits, customer service, or accounting/bookkeeping preferred.</li>
<li>1+ years experience directly related to financial services preferred.</li>
<li>Excellent written/oral communication and organization skills required.</li>
<li>Ability to prioritize, be self-motivated, and independently manage multiple concurrent tasks and meet deadlines.</li>
<li>Proven ability to adapt to as fast paced, changing environment centered around technology.</li>
</ul>
WHAT WE BRING TO THE TABLE:
<ul>
<li>Competitive compensation including base salary, bonus and/or incentive opportunities.</li>
<li>Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.</li>
<li>Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.</li>
<li>Learning and development resources for personal and professional career development, and advancement opportunities.</li>
<li>Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.</li>
<li>Support for the communities we live in through paid volunteer time and a company donation match opportunity.</li>
</ul>
WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

BASE PAY RANGE:

$21.00 - $22.00 per hour

The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.

Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.</div>

Client Service Center Associate, Retirement and Benefits

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