Assists Financial Advisor(s) with the opening and maintenance of client accounts and records, providing administrative support and customer service to clients.
Locations (8)
Overland Park, Kansas, United States
St. Louis, United States
New York, United States
San Francisco, United States
Baltimore, United States
London, England, United Kingdom
Show all 8 locations
Frankfurt, Bavaria, Germany
Toronto, Canada
Responsibilities
Assist with opening and maintenance of client accounts and records
Perform administrative support duties (word processing, mailings, filing, answering phone)
Provide overall customer service support to clients
Enter trades as directed by Financial Advisor(s)
Perform clerical functions related to opening client accounts and ongoing account coding
Assists Financial Advisor(s) with the opening and maintenance of client accounts and records, performing administrative support and providing customer service to clients.
The Lead Medical Assistant plays a pivotal role in ensuring the smooth operation of clinical and administrative functions within the medical practice, combining hands-on patient care with leadership responsibilities.
Responsibilities
Prepare patients for examination by taking vital signs, medical history, and chief complaints
Assist providers with examinations, procedures, and treatments
Administer medications and injections as directed by the provider
Perform EKG’s, phlebotomy, wound care, and other clinical tasks as trained and permitted
Maintain accurate and timely documentation in the Electronic Health Record
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, and provides overall customer service support to clients.
Responsibilities
Assist FA with opening and maintenance of client accounts and records
Perform administrative support duties including word processing, preparing mailings, filing, and answering the phone
Obtain approvals for FA communications and advertisements
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