client services assistant

Pinsent Masons

<div>
 
 Job Description
 
 
 
 
 Job Title:
 
 Client Services Assistant
 
 
 
 Location:
 
 Dubai
 
 
 
 Type:
 
 Full-time office based
 
 
 
 Duration:
 
 10 month FTC, with possibility of the role becoming permanent
 
 
 
 About the Business:
 
 
 
 Here at Pinsent Masons we bring together the best people to get the job done. We&rsquo;re naturally curious, constantly learning, listening, and growing. We&rsquo;ll truly value your ideas. You&rsquo;ll be joining an award-winning, hardworking and commercially minded team, where you&rsquo;ll have the opportunity to work with leading experts and form meaningful relationships, while making a difference. You&rsquo;ll get the opportunity to be involved in varied and challenging work. Working in an open and supportive environment, to deliver outstanding results.
 
 
 
 Purpose of the role:
 
 
 
 The Client Services Assistant plays a key role in delivering a seamless, professional and welcoming experience for clients, visitors and colleagues within the office. This highly visible, hands‑on role combines front‑of‑house hospitality with back‑of‑house workplace and facilities support, ensuring meeting rooms, client areas and office services operate efficiently and to a consistently high standard. Working closely with the Workplace team, the role supports day‑to‑day office operations, facilities, health and safety and supplier coordination, while maintaining a client‑focused, discreet and service‑oriented approach at all times.
 
 
 
 Main Duties And Responsibilities
 
 
 
 
 Clients, Visitors and Staffs services
 
 
 
 <ul>
 <li>
 Greet clients, visitors, and staff in a professional manner.
 </li>
 <li>
 Direct visitors and clients to the appropriate room and coordinate their arrival with hosts.
 </li>
 <li>
 Serve refreshments as required for meetings.
 </li>
 <li>
 Assist visitors with tasks such as printing and scanning.
 </li>
 <li>
 Management and control of security access cards.
 </li>
 <li>
 Management of workstation and hot desks for visiting lawyers and new joiners.
 </li>
 <li>
 Coordination of taxi and car bookings for clients and staff as required.
 </li>
 <li>
 Collect packages and deliveries promptly from Reception.
 </li>
 <li>
 Arrange courier deliveries and maintain appropriate records.
 </li>
 <li>
 Monitor housekeeping standards and ensure client areas are tidy and presentable.
 </li>
 <li>
 Coordinate photoshoots and manage raw and final photos for uploading.
 </li>
 <li>
 Prepare starter packs for new joiners.
 </li>
 <li>
 Arrange business cards as required.
 </li>
 <li>
 Assist/coordinate with BD team for organizing events
 
 
 
 </li>
 </ul>
 
 Meeting Room Booking and Management
 
 
 
 <ul>
 <li>
 Coordinate all meeting room bookings using Eptura Engage.
 </li>
 <li>
 Inspect meeting rooms daily at 08:00 and 18:00 against the agreed checklist.
 </li>
 <li>
 Ensure rooms are cleared, food removed, and equipment are switched off at the end of each day.
 </li>
 <li>
 Confirm all booking changes by email; handle last-minute changes verbally.
 </li>
 <li>
 Enter catering and equipment details into the booking system.
 </li>
 <li>
 Provide IT assistance for internal events, presentations, and ad hoc technical needs.
 </li>
 <li>
 Reconfigure meeting rooms as required and restore them after meetings.
 </li>
 <li>
 Ensure cabling is tidy and floor box lids are closed.
 </li>
 <li>
 Order catering supplies and maintain stock levels.
 
 
 
 </li>
 </ul>
 
 Switchboard
 
 
 
 <ul>
 <li>
 Promptly answer telephone calls and redirect as appropriate, recording and relaying accurate messages as required
 </li>
 <li>
 Answer all calls, both internal and external, and direct them to the appropriate person. All calls should be answered within 3 rings where possible.
 </li>
 <li>
 Check switchboard voicemail for messages and pass to their intended recipient or arrange callback.
 </li>
 <li>
 Ensure calls are redirected appropriately as required
 
 
 
 </li>
 </ul>
 
 Post, Courier, Stationery
 
 
 
 <ul>
 <li>
 Deliver and dispatch mail, courier items, and incoming packages.
 </li>
 <li>
 Visit the post office weekly for registered and regular mail collections.
 </li>
 <li>
 Prepare and pack boxes for archiving, shred confidential documents.
 </li>
 <li>
 Manage collection and delivery of mails including post office runs.
 </li>
 <li>
 Maintain logs for incoming courier, post and documents.
 </li>
 <li>
 Manual handling tasks as required.
 </li>
 <li>
 Manage stationery inventory and order supplies when needed.
 </li>
 <li>
 Print, copy, bind, and scan documents accurately.
 </li>
 <li>
 Replace toner and perform first-line maintenance on reprographics equipment.
 </li>
 <li>
 Report issues to suppliers for maintenance and repair.
 </li>
 <li>
 Load dirty dishes into the dishwasher and clear kitchen areas.
 </li>
 <li>
 Assist in setting up for internal events.
 </li>
 <li>
 Procure kitchen and office supplies.
 </li>
 <li>
 Conduct daily floor walks to check common areas and report any safety and maintenance issues
 </li>
 <li>
 Coordinate with contractors for painting, fixtures, and furniture maintenance.
 </li>
 <li>
 Adjust AC temperatures when required and liaise with contractors for issues.
 </li>
 <li>
 Liaison with vendors and suppliers
 </li>
 <li>
 Management of invoices
 </li>
 <li>
 Procurement of goods and services
 </li>
 <li>
 Management of emergency grab bag and first aid kits
 </li>
 <li>
 Ensure safe and healthy office environment
 </li>
 <li>
 Take part in fire drills, emergency procedures and trainings
 </li>
 <li>
 Conducting risk assessments when necessary
 </li>
 <li>
 Be conversant with the firms Health &amp; Safety, Evacuation and Business Continuity Plan policies.
 </li>
 <li>
 Any other reasonable request for tasks to meet business requirements
 </li>
 <li>
 Adhere to all firm wide policies and procedures.
 
 
 
 </li>
 </ul>
 
 Post, Courier, Stationery
 
 
 
 <ul>
 <li>
 Deliver and dispatch mail, courier items, and incoming packages.
 </li>
 <li>
 Visit the post office weekly for registered and regular mail collections.
 </li>
 <li>
 Prepare and pack boxes for archiving, shred confidential documents.
 </li>
 <li>
 Manage collection and delivery of mails including post office runs.
 </li>
 <li>
 Maintain logs for incoming courier, post and documents.
 </li>
 <li>
 Manual handling tasks as required.
 </li>
 <li>
 Manage stationery inventory and order supplies when needed.
 </li>
 <li>
 Print, copy, bind, and scan documents accurately.
 </li>
 <li>
 Replace toner and perform first-line maintenance on reprographics equipment.
 </li>
 <li>
 Report issues to suppliers for maintenance and repair.
 </li>
 <li>
 Load dirty dishes into the dishwasher and clear kitchen areas.
 </li>
 <li>
 Assist in setting up for internal events.
 </li>
 <li>
 Procure kitchen and office supplies.
 
 
 
 </li>
 </ul>
 
 Kitchen (Staffs and client pantry)
 
 
 
 <ul>
 <li>
 Load dirty dishes into the dishwasher and clear kitchen areas.
 </li>
 <li>
 Assist in setting up for internal events.
 </li>
 <li>
 Procure kitchen and office supplies.
 
 
 
 </li>
 </ul>
 
 Office Maintenance
 
 
 
 <ul>
 <li>
 Conduct daily floor walks to check common areas and report any safety and maintenance issues
 </li>
 <li>
 Coordinate with contractors for painting, fixtures, and furniture maintenance.
 </li>
 <li>
 Adjust AC temperatures when required and liaise with contractors for issues.
 
 
 
 </li>
 </ul>
 
 Vendor Management
 
 
 
 <ul>
 <li>
 Liaison with vendors and suppliers
 </li>
 <li>
 Management of invoices
 </li>
 <li>
 Procurement of goods and services
 
 
 
 </li>
 </ul>
 
 Heath and Safety
 
 
 
 <ul>
 <li>
 Management of emergency grab bag and first aid kits
 </li>
 <li>
 Ensure safe and healthy office environment
 </li>
 <li>
 Take part in fire drills, emergency procedures and trainings
 </li>
 <li>
 Conducting risk assessments when necessary
 </li>
 <li>
 Be conversant with the firms Health &amp; Safety, Evacuation and Business Continuity Plan policies.
 
 
 
 </li>
 </ul>
 
 General
 
 
 
 <ul>
 <li>
 Any other reasonable request for tasks to meet business requirements
 </li>
 <li>
 Adhere to all firm wide policies and procedures.
 
 
 
 </li>
 </ul>
 
 Candidate Overview:
 
 
 
 We are looking for candidates who ideally hold the following skills and experience:
 
 
 
 Relevant Experience
 
 
 
 <ul>
 <li>
 Relevant experience of working in a facilities department within a similar professional services environment
 </li>
 <li>
 Experienced in a customer service and collaborative environment; highly customer-focused
 </li>
 <li>
 Experience working in a similar customer service role would be desirable.
 
 
 
 </li>
 </ul>
 
 Key Skills
 
 
 
 <ul>
 <li>
 Good communication skills
 </li>
 <li>
 Good level of English language is essential.
 </li>
 <li>
 Capable of establishing immediate rapport.
 </li>
 <li>
 Ability to handle conflicting demands and/or challenging pressures for resources.
 </li>
 <li>
 Capable of working autonomously but also operating within a team environment.
 </li>
 <li>
 Proven organisational skills.
 </li>
 <li>
 Computer literate.
 </li>
 <li>
 Commitment to delivering a high level of customer service.
 
 
 
 </li>
 </ul>
 
 What happens next?
 
 
 
 Once your application has been submitted and reviewed, our Recruitment team will share the outcome with you by email.
 
 
 We typically hold two interview stages per vacancy providing the opportunity to meet two members of the hiring team at each stage. The first stage is typically conducted virtually and the second stage typically in person at the office in which the role would be based. However, we strive to remain flexible depending on the requirements of the role or the candidate.
 
 
 
 Our strength lies in our differences.
 
 
 
 We are a Disability Confident and top Stonewall employer, a Valuable 500 member, a founding member of the Mindful Business Charter, signatory of the Race at Work Charter and a proud partner of Neurodiversity in Law. We encourage and value different ideas and styles of thinking. It&rsquo;s with different perspectives that we&rsquo;ll find solutions to our clients&rsquo; most complex challenges. It&rsquo;s how we&rsquo;ll deliver outstanding results today, and tomorrow. We want everybody attending an interview to be comfortable and able to fully demonstrate their experience and talents.
 
 
</div>

Client Services Assistant

Turning Point, Inc.

<div>Description:

Be part of something meaningful. Help others heal and grow.
Turning Point, Inc. is looking for a dependable, compassionate, and organized Program Assistant to join our treatment team. In this critical role, you'll help ensure the smooth daily operation of our treatment center while offering meaningful support to clients on their recovery journey. 
Work Schedule Offered for this contract:
Saturdays-Sundays 7am-3pm AND Mondays- Tuesdays 3:30pm-11:30pm<h3 class="jobSectionHeader">
What You&rsquo;ll Do:</h3>
As a Program Assistant, you&rsquo;ll be the supportive backbone of our client services. Your role will include:<ul><li>
Assisting clients with daily routines, schedules, and adherence to program expectations</li><li>
Supporting the Program Manager in managing client appointments, services, and activities</li><li>
Keeping accurate shift notes, reports, and client records in line with confidentiality standards</li><li>
Responding to behavioral emergencies with professionalism and calm, using de-escalation techniques</li><li>
Managing phones, emails, supplies, and other daily administrative tasks</li><li>
Collaborating with counselors, medical staff, and the broader treatment team to support client care</li><li>
Participating in staff meetings and contributing to a positive, recovery-focused environment</li></ul>
Why Turning Point?<ul><li>
Mission-Driven Work: Be part of a culturally specific organization that centers the voices and needs of African American clients</li><li>
Professional Growth: Gain supervision hours and mentorship</li><li>
Collaborative Team: Work alongside experienced clinicians and community advocates</li><li>
Inclusive Culture: We value diversity, lived experience, and innovation in care delivery</li></ul>
Requirements:
<h3 class="jobSectionHeader">What We&rsquo;re Looking For:</h3><h3 class="jobSectionHeader"> 
We&rsquo;re seeking someone who&rsquo;s organized, empathetic, and ready to make a difference. The ideal candidate will bring:</h3><ul><li>
High school diploma or equivalent; additional education in human services or recovery support is a plus</li><li>
Understanding of addiction treatment and mental health support</li><li>
need to speak, read, and write English.</li><li>
Strong communication skills and the ability to build rapport with people from diverse backgrounds</li><li>
Confidence in responding to crises and managing high-stress situations calmly</li><li>
Basic computer skills and the ability to maintain accurate records and documentation</li><li>
Commitment to ethical standards, client confidentiality, and program integrity</li><li>
Willingness to work flexible hours, including evenings, weekends, or holidays</li></ul><h3 class="jobSectionHeader"> 
Why Partner With Turning Point, Inc.?</h3>
At Turning Point, Inc., we value professionals who are motivated, mission-driven, and ready to make an impact. As a 1099 Independent Contractor, you&rsquo;ll enjoy the flexibility and autonomy to manage your work while contributing to meaningful programs that serve our community.<h4 class="jobSectionHeader">
Flexibility &amp; Independence</h4><ul><li>
Independent contractor (1099) status</li><li>
Greater control over your schedule and workflow</li><li>
Opportunity to balance professional and personal commitments</li><li>
Ideal for self-starters who thrive in flexible environments 
</li></ul><h4 class="jobSectionHeader">
Earning Potential &amp; Professional Growth</h4><ul><li>
Competitive compensation</li><li>
Opportunity for increased earnings based on performance and program needs</li><li>
Meaningful, hands-on experience in program operations</li><li>
Ability to expand your professional portfolio within a mission-driven organization 
</li></ul><h4 class="jobSectionHeader">
Purpose-Driven Work</h4><ul><li>
Support impactful community programs</li><li>
Collaborative and supportive team environment</li><li>
Opportunity to contribute ideas and help shape program success</li><li>
Work that directly supports individuals and families in need</li></ul><h3 class="jobSectionHeader">
A Professional Partnership</h3>
This role is structured as an independent contractor position, offering flexibility and autonomy while working closely with our leadership team. If you&rsquo;re organized, proactive, and passionate about supporting programs that make a difference, we&rsquo;d love to connect with you.</div>

Contracted Program Assistant (1099) (Sat & Sun 7a-3p AND Mon & Tue 3:30p- 11:30p)

Blueprint Resolution Services

*Compensation: The lower end of the provided range reflects the pay for a candidate without significant tax or accounting experience, whereas the upper level reflects pay for more experienced candidates. Pay is especially negotiable beyond the provided range for those with over 5 years of tax experience or who are licensed as an Enrolled Agent.Blueprint Resolution Services is a full service tax and business consulting firm located in Denver, CO. We provide a full suite of tax and accounting services, including bookkeeping, tax preparation, and tax planning, as well as represent businesses and individuals before the IRS and various state agencies to resolve any outstanding tax liabilities and to implement sound accounting practices. We take pride in running an ethical, client-focused, and technologically savvy company that is setting the new standards for quality treatment of clients and employees in the tax industry. We are currently seeking a high quality administrative assistant to join our client services team.Job Description:-Assist a Senior Associate on the client services team with all aspects of case management, including managing client contact via phone and email, organizing/analyzing client financial documentation, preparing IRS financial forms, handling a portion of the communication with taxing agencies, and other related tasks.-Significant opportunities for promotion and increased compensation for effective and reliable client service team members.-Hybrid position: a mix of office days and remote work days available. Fully remote is an option once the candidate is settled into the new role.-Qualified Small-Employer Heath Reimbursement Arrangement (QSEHRA) of $400 per month ($4,800 per year) if single with no dependents or $500 per month ($6,000 per year) if married or have dependents for medical expenses. These funds can cover medical insurance premiums, co-pays, deductibles, prescriptions, over the counter medication, and many other out-of-pocket medical expenses. Reimbursed amounts are tax free as long as employee maintains &quot;minimum essential coverage&quot; health insurance. Employee has full discretion to choose their preferred network/insurance carrier without restriction.-401(k) with immediately 100% vested employer matching.-No limit on vacation time as long as client services and communication quality standards are maintained.Job Type: Full-timePay: $45,000.00 - $50,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Experience:<ul><li>Tax Resolution: 2 years (Preferred)</li></ul>Language:<ul><li>Spanish (Preferred)</li></ul>Work Location: Hybrid remote in Denver, CO 80239

Administrative Assistant - Tax

Gurstel Law Firm, P.C.

<div>GURSTEL LAW FIRM, P.C. &ndash; Client Assessment Assistant 
JOB SUMMARY as a Client Assessment Assistant you will be responsible for performing a variety of tasks including, but not limited to:<ul><li>
Responsible retrieving and appending media documents from firm System of Record to external client systems.</li><li>
Review and analyze scanning errors.</li><li>
Data entry and documentation of system of record as needed.</li><li>
Reviews client SOPs to maintain accuracy and comply with client standards.</li><li>
Conduct weekly and monthly assessments of key elements as outlined in the Client Directive and Audit Program.</li><li>
Work with vendors and firm employees for timely completion of assessment deliverables.</li><li>
Conduct ad hoc assessments of key firm processes where applicable.</li><li>
Demonstrates the Firm&rsquo;s Core Values of Do Right, Achieve Results and Maintain Integrity.</li><li>
All other duties as assigned.</li></ul><h1 class="jobSectionHeader">
QUALIFICATIONS AND SKILLS</h1><ul><li>
Competency in Microsoft applications including Word, Excel and Outlook. Organizational, verbal and written communication skills a must.</li><li>
Attention to detail, ability to multi-task in a fast-paced high-volume environment is required.</li><li>
Self-Starter and motivated.</li><li>
Must be a quick learner with good problem-solving skills.</li><li>
A dependable work ethic and commitment to providing quality service is a must.</li><li>
Must be a mature individual who is able to work both independently and in a team environment.</li><li>
Ability to stand, sit, or walk for extended periods of time</li><li>
Ability to bend, lift, or carry up to 10 pounds</li></ul>
COMPETENCIES<ul><li>
Accountability 15%</li><li>
Dependability 15%</li><li>
Judgment &amp; Problem Solving 30%</li><li>
Planning &amp; Organizing 15%</li><li>
Reliability 25%</li></ul>
TRAVEL &ndash; This position requires up to 0-5% travel. Travel excludes local commute.
COMPENSATION AND BENEFITS<ul><li>
Medical, Dental, Vision, STD, LTD, Life, Accident, Critical Illness, Long-Term Care, Pet Insurance, 401k, Profit Sharing, and Student Debt Retirement Savings Program.</li><li>
Paid Time Off (PTO)/ Paid Holidays</li></ul> 
Gurstel Law Firm, P.C. (hereinafter &ldquo;the Firm&rdquo;) is multi-state litigation law firm representing creditors in all aspects of legal collection process. The Firm is headquartered in Golden Valley, Minnesota with offices in Arizona, California, Iowa, Minnesota, Nebraska, Nevada, Utah, and Wisconsin. Its practice is focused on the development of attorneys&rsquo; litigation skills, strategies and industry knowledge.
CULTURE At Gurstel, we operate on our Core Values of Doing Right, Achieving Results, and Maintaining our Integrity. We champion diversity and are a very fast-paced, enthusiastic group of people! Success is celebrated and we are looking for people who share those same values with the drive to exceed expectations and think outside the box! Our culture is what makes our Firm a fun and rewarding place to work.
EOE- Gurstel Law Firm, P.C. is an Equal Opportunity Employer (M/W/D/V) dedicated to diversity in the workplace and offers a great work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.</div>

Client Assessment Assistant

Performance Kitchens & Home

Role DescriptionPerformance Kitchens &amp; Home is a 50-year luxury kitchen, bathroom, and home design and remodeling firm known for delivering a refined, relationship-driven client experience.We are seeking a polished and service-oriented Client Experience &amp; Sales Operations Assistant to support the Chief Design Officer and Chief Creative Partner while serving as a professional, client-facing presence in our Philadelphia showroom.This full-time, on-site role blends client care, showroom presentation, CRM support, administrative coordination, and structured office support. The ideal candidate has a strong customer service background, solid organizational skills, and the ability to follow established systems and processes with consistency and reliability.Design experience is not required. Foundational design training and exposure to our design and project workflow will be provided as part of the role.Key ResponsibilitiesManagement &amp; Administrative SupportProvide administrative support to the Chief Design Officer and Chief Creative PartnerAssist with scheduling, meeting coordination, and preparation of materialsMaintain organized documentation and internal communicationsTrack assigned follow-up items and project notesClient Experience &amp; PresentationServe as a PK Gold Standard Presenter, representing the brand with professionalism, warmth, and consistencyWelcome and guide clients through showroom visits, ensuring a refined and welcoming experienceAssist in presenting design concepts and outlining next stepsCommunicate timelines and expectations clearlySupport ongoing client follow-up and relationship managementCRM &amp; Sales SupportMaintain and update client information in the CRM systemTrack leads, proposals, and follow-up tasksMaintain organized digital records and documentationAssist with proposal preparation and internal file managementSales &amp; Operational SupportAssist with ordering documentation and project file organizationParticipate in site visits to support measurements, documentation, and note-taking, training providedSupport preparation for site visits, training providedHelp maintain structured workflows and office organizationClient Communication &amp; Social Media SupportDraft and send professional client text messages and follow-up communications as directedMaintain timely and courteous communication via phone, text, and emailAssist with capturing showroom and project contentSupport posting and engagement across company social media platforms while maintaining brand toneProfessional DevelopmentTraining provided in design processes and showroom presentationExposure to project coordination and sales workflowOpportunity for growth within the organization based on performanceIdeal Background1&ndash;3 years in customer service, hospitality, retail, or administrative supportStrong organizational skills and attention to detailClear, personable written and verbal communication skillsUpbeat, positive, and naturally people-orientedComfortable interacting with discerning clientsReliable, punctual, and professionalComfortable working within structured systemsExperience using a CRM or database platform preferredFamiliarity with social media platforms and content postingCalm, professional, and emotionally steadyCoachable and eager to learnPay: $18.00 - $21.00 per hourBenefits:<ul><li>401(k)</li><li>Health insurance</li><li>On-the-job training</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Work from home</li></ul>Work Location: In person

Gold Standard Presenter- Client Experience & Sales Operations Assistant

Wells Fargo

<div>About this role: 
 
Wells Fargo is seeking a Lead Brokerage Client Assistant - RCAST &amp; Registered as part of the Remote Client Associate Support Team (RCAST) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com . 
 
In this role, you will:<ul><li>
Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets, and completing various administrative tasks</li><li>
Support performance of less experienced Remote Client Associate Support Team (RCAST) staff and assist in research of performance data for investment options</li><li>
Proactively provide feedback and present ideas for improving or implementing administrative and operational processes and tools within RCAST Brokerage and Client Support functional area</li><li>
Perform complex administrative tasks, including opening accounts and processing paperwork</li><li>
Work with internal departments and clients to solve service and operational issues</li><li>
Process processing client service requests</li><li>
Provide assistance to financial advisors by furnishing account information and quotes, establishing new accounts, and processing deliveries and payments</li><li>
Provide subject matter expertise and interpretation of procedures to less experienced staff</li><li>
Interact with immediate RCAST Brokerage Client Support team, functional area, and internal peers outside work group on wide range of information, as well as internal and external customers</li></ul>
Required Qualifications:<ul><li>
6+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration</li></ul>
Desired Qualifications:<ul><li>
Brokerage client support experience</li><li>
Administrative support experience in financial services</li><li>
Experience interacting directly with customers</li><li>
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills</li><li>
Client service focus with the ability to listen to customer needs and recommend solutions</li><li>
Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment</li></ul>
Job Expectations:<ul><li>
US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required</li><li>
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process</li><li>
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.</li><li>
This position is not eligible for Visa Sponsorship</li></ul>
Posting Location: 2801 Market St, F &amp; L Bldg., St Louis, MO 63103 
 
Posting End Date:
 
5 Mar 2026 
*Job posting may come down early due to volume of applicants.
 
 
We Value Equal Opportunity 
 
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 
 
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. 
 
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 
 
Applicants with Disabilities 
 
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . 
 
Drug and Alcohol Policy 
 
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. 
 
Wells Fargo Recruitment and Hiring Requirements: 
 
a. Third-Party recordings are prohibited unless authorized by Wells Fargo. 
 
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Lead Brokerage Client Assistant - RCAST & Registered

Savvital

<div>
 
 About The Company
 
 
 
 Savvital is a forward-thinking organization that provides diversified services to small and medium-sized businesses in the international market to enable them to build their future while benefiting from our customized solutions. Our team of educated experts are motivated individuals excited to handle tasks that can bring capacity to your workday. Our Mission is to provide an affordable solution to growing companies through strategic task delegation. We envision creating an eco-system that resonates with the human touch every business needs.
 
 
 
 About The Role
 
 
 
 As an Associate - Client Services at Savvital, you will play a key role in providing administrative and operational support to our clients. This position offers an exciting opportunity for individuals with strong organizational skills, attention to detail, and a passion for delivering exceptional client services in a virtual environment.
 
 
 
 What You&rsquo;ll Be Doing
 
 
 
 <ul>
 <li>
 Administrative Support - Perform general administrative tasks such as managing calendars and scheduling appointments.
 </li>
 <li>
 Communication Management - Act as a liaison between clients and internal teams, handling email correspondence, and ensuring timely and accurate communication.
 </li>
 <li>
 Meeting Coordination - Assist in coordinating virtual meetings, including scheduling, sending invitations, and preparing necessary materials.
 </li>
 <li>
 Task Prioritization - Prioritize tasks and manage time effectively to meet client deadlines and expectations.
 </li>
 <li>
 Research and Analysis - Conduct research on diverse topics as assigned, providing relevant information to decision making.
 </li>
 <li>
 Client Relationship Management - Build and maintain positive relationships with clients, understanding their needs and ensuring a high level of client satisfaction.
 </li>
 <li>
 Customer Complaint Analysis - Analyze customer complaints, identify underlying issues, and recommend effective solutions to enhance customer satisfaction.
 </li>
 <li>
 Price Quotes - Prepare and offer price quotes to clients&rsquo; customers, ensuring accuracy and alignment with product and service offerings.
 
 
 </li>
 </ul>
 
 What We&rsquo;re Looking For
 
 
 
 <ul>
 <li>
 Qualification: A 4-Year Bachelor's degree is preferable. Preferably in Accounting &amp; Finance/ Business Studies/ Economics/ Public Relations.
 </li>
 <li>
 Strong interpersonal and communication skills.
 </li>
 <li>
 Entry-level or minimal experience in client-facing roles.
 </li>
 <li>
 Detail oriented with the ability to manage multiple tasks.
 </li>
 <li>
 Willingness to learn
 
 
 </li>
 </ul>
 
 Compensation &amp; Benefit
 
 
 
 <ul>
 <li>
 Base Salary: Market Competitive.
 </li>
 <li>
 Allowances: Internet, Electricity, Wellbeing. Medical Insurance for you.
 </li>
 <li>
 Performance-based bonuses.
 </li>
 <li>
 Annual Bonus and Increments.
 </li>
 <li>
 Company-wide success bonuses.
 </li>
 </ul>
</div>

Associate - Client Services (SV-07)

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