Wealth Management Client Associate
2 months ago
Seeking a Wealth Management Client Associate to join our client's team. Our client has over 20 years of proven wealth and investment management success.
As a Wealth Management Client Associate, you will develop relationships with clients. This highly visible role is a challenging and rewarding opportunity to support a Financial Advisor. This role is an instrumental component of a successful investment advisory practice.
**This is an ON-SITE role. Local candidates only; not open to relocation at this time.**
Key Responsibilities:
- Build sustainable relationships and trust with clients.
- Take ownership of client issues and follow problems through to resolution.
- Improve client experience to facilitate organic growth of the practice.
- Successfully manage a high volume of emails, calls, and tasks including but not limited to establishing client profiles, opening new accounts, tracking and reporting on incoming, outgoing, and internal asset transfers, and preparing authorization documents for establishing and updating accounts.
- Ensure regulatory compliance is followed.
- Process Required Minimum Distributions.
- Develop and maintain a knowledge base of evolving products and services.
Qualifications:
- Bachelor's degree in Finance, Economics, Business, or a related field
- 2+ years' experience in the wealth management industry in a client-facing role.
- Comprehensive knowledge of the investment industry.
- Experience with CRM systems.
- Intermediate to Advanced level skills in MS Excel, Word, and Outlook.
-
Financial Services Liaison
1 week ago
Leesburg, Florida, United States Select Recruiting Group, LLC Full timeAbout the PositionThis Wealth Management Client Associate role offers a unique opportunity to join a respected wealth management firm and contribute to the success of its clients. The ideal candidate will possess excellent communication and relationship-building skills, as well as a strong background in finance.Your Key ChallengesClient Engagement: Develop...
-
Client Service Representative
7 days ago
Leesburg, Florida, United States Jackson Hewitt Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as a Client Service Associate at Jackson Hewitt.Greet all potential clients with a friendly and professional demeanor.Engage in conversation with potential clients to share information about Jackson Hewitt's services and promotions.Quickly and accurately verify...
-
Client Manager, Commercial Risk
4 months ago
Leesburg, United States Baldwin Risk Partners Full timeThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses...
-
Sr. Client Manager, Employee Benefits
3 weeks ago
Leesburg, United States Baldwin Risk Partners Full timeThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses...
-
Sr. Client Manager, Employee Benefits
2 weeks ago
Leesburg, United States Baldwin Risk Partners Full timeThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses...
-
Retail Store Associate Manager
1 week ago
Leesburg, Florida, United States Torrid Full time**Store Associate Position:**Torrid is a dynamic retail company seeking a motivated Store Associate to join our team. As a Sales and Service Representative, you will play a critical role in delivering exceptional customer experiences and driving sales growth.**Key Accountabilities:**Ensure a positive shopping experience for customers, responding to their...
-
Leesburg LOFT Outlet Sales Associate
6 months ago
Leesburg, United States Ascena Retail Group Full timeAbout us LOFT creates modern, feminine, versatile clothing for women with one common style goal: to look and feel confident wherever the day takes them. We empower women to find their authentic self-expression because feeling like yourself is always in style. Here at LOFT, we're busy styling the careers and supporting the lives of everyday optimists just...
-
Equine Client Care Specialist
4 weeks ago
Leesburg, Florida, United States Commonwealth of Virginia Full timeSeeking a skilled Equine Client Care Specialist to join our team at the Marion duPont Scott Equine Medical Center (EMC).As an integral member of our client and patient care team, you will provide exceptional service to clients and ensure seamless communication throughout their experience. This includes phone and in-person interactions, electronic...
-
Retail Store Associate Manager
1 week ago
Leesburg, Florida, United States FedEx Full timeIn this role, you will work closely with our retail store teams to provide top-notch customer service and support. As a Retail Store Associate Manager, you will be responsible for leading by example and setting high standards for customer satisfaction.Key responsibilities include:Managing daily store operationsCoaching and developing team membersDriving...
-
Sales associate
3 months ago
Leesburg, United States Williams-Sonoma Full timeJob DescriptionAbout the Role As a Sales Associate you provide customers with a unique shopping experience by offering excellent customer service. Utilize effective selling techniques and provide in-depth product knowledge in a fast-paced, specialty retail environment. You're excited about this opportunity because you will... Provide sincere, friendly and...
-
Commercial Law Associate
3 weeks ago
Leesburg, Alabama, United States Gpac Full timeOverviewGpac, a reputable search firm, is hiring a seasoned Commercial Law Associate. Our team offers a collaborative work environment focused on delivering exceptional results.Salary Range: $150,000 - $220,000 per year, depending on experience and location.Job ResponsibilitiesAs a Commercial Law Associate, your primary duties will include:Managing a...
-
Third Keyholder/Store Manager
2 months ago
Leesburg, United States Adecco Full timeJob DescriptionJob DescriptionLocation: Leesburg, VAEmployer: Adecco (in partnership with a reputable retail company)Start Date: ASAPHours: Monday - Friday plus weekendsPositions Available:Third Keyholder/Store Manager 17.83/hrSales Associate – 14.50/hrEssential Duties and Responsibilities:Third Keyholder/Store ManagerDrive sales, manage team performance,...
-
Personal Support Associate
1 day ago
Leesburg, Florida, United States Senior Helpers Full timeAbout the RoleThis Personal Support Associate position is ideal for individuals who want to make a positive impact on the lives of seniors. As a member of our team, you'll have the opportunity to work with clients in various settings, providing personalized care and support.
-
Leesburg, United States Baldwin Risk Partners Full timeThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses...
-
Sales Associate
3 weeks ago
Leesburg, Florida, United States Food Lion Full timeJob SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Food Lion. As a Sales Associate, you will be responsible for providing excellent customer service, maintaining a clean and organized store environment, and meeting sales targets.About Food LionFood Lion is a leading grocery retailer in the Southeastern and...
-
Legal Support Associate
6 days ago
Leesburg, Florida, United States Progression Incorporated Full timeJob DescriptionA career opportunity exists for an experienced Legal Support Associate to join Progression Incorporated. This role is based in Leesburg, VA and offers a competitive salary of $60,000 - $80,000 per year.MUST-HAVE SKILLS:• 1 to 2 years of experience as a legal assistant• 1+ years of Family Law expertise• Proficiency in Microsoft Office...
-
Leesburg, Florida, United States University of Florida Health Full timeAbout UF Health Leesburg HospitalWe are a leading medical center with over 59 years of experience, recognized for our advanced cardiovascular care and world-class orthopedics.Our hospital offers minimally invasive robotic surgery, life-saving emergency care, stroke treatment, labor & delivery, and more.Award-winning Team LeaderMeet our innovative Nurse...
-
Associate Civil Engineer
1 month ago
Leesburg, United States Pennoni Full timePennoni is hiring for an Associate Civil Engineer to join our team on a full-time, direct basis in the Leesburg, VA area!Primary Responsibilities:Perform site development and design work for assigned projects.Prepare site design plans for client review and submission to various local jurisdictions. Prepare site layouts, zoning plans, site gradings,...
-
Civil Project Manager
3 days ago
Leesburg, United States TMG Construction Corporation Full timePosition Description TMG's Civil Project Manager/Estimator is responsible for driving and coordinating the effective delivery of construction projects that have a predominant civil oriented scope that meets the required outcomes for clients and key stakeholders, ensuring timely completion and managing within budget. The Civil Project Manager / Estimator is...
-
Veterinary Support Associate
3 weeks ago
Leesburg, Florida, United States Southern Veterinary Partners Full timeAbout UsSouthern Veterinary Partners is a rapidly growing organization that values our team members and their contributions to our mission. Our team's dedication has led to remarkable growth, and we are now one of the largest veterinary practices in the country, employing over 8,000 employees nationwide.About the RoleWe are seeking a skilled Veterinary...