Service Advisor

Job DescriptionJob DescriptionThe Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills• Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for...

Who We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...

Job DescriptionJob DescriptionWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our...

Service Advisor Every employee with Thompson Buick GMC Cadillac is absolutely critical to its success. Thompson Buick GMC Cadillac has been in business since 1956. Our rapid growth and fast-paced environment make this an awesome place to work. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Come...

The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills • Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the...

Pep Boys - 6806 Davis Circle [Auto Service Technician] As a Customer Service Advisor at Pep Boys, you'll: Engage customers, schedule appointments, build trust, understand needs, communicate processes and timelines, and sell parts and service that make the customer's car run at peak efficiency; Assist in various aspects of customer care, work order and...

Pep Boys - 3720 Capital Blvd [Auto Service Technician] As a Customer Service Advisor at Pep Boys, you'll: Engage customers, schedule appointments, build trust, understand needs, communicate processes and timelines, and sell parts and service that make the customer's car run at peak efficiency; Assist in various aspects of customer care, work order and...

Goodyear - Raleigh, NC [Auto Service Technician] As an Automotive Tire and Service Advisor at Goodyear, you'll: Drive sales and profitability for the store location by selling tires and recommended automotive services; Communicate benefits and product features; Build guest relationships and ensure guest satisfaction; Effectively communicate all warranties,...

Overview Financial Assistance Advisor This position will work at ECPI University’s Raleigh, NC campus located at 4101 Doie Cope Rd.,  Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50...

Job Description: At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong. We strive to continuously improve our...

You are viewing a preview of this job. Log in or register to view more details about this job. The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability...

You are viewing a preview of this job. Log in or register to view more details about this job. The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability...

Job DescriptionJob DescriptionThrough its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area.As Coastal’s Financial Advisor, you'll have the opportunity to use your sales talents and ability to build...

Primary Purpose: Assists financial advisors with providing efficient, quality service to clients Essential Responsibilities: * Answers telephones and screens calls for financial advisors * Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries and providing quotes * Solicits and receives orders...

The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm...

Primary Purpose:Assists financial advisors with providing efficient, quality service to clientsEssential Responsibilities:Answers telephones and screens calls for financial advisorsInteracts daily on the phone and in person with prospective and existing clients including handling basic inquiries and providing quotesSolicits and receives orders for the...

Overview This position provides operational and trading support to Financial Advisors and their clients. Facilitates high service standards by ensuring efficient daily operations. Answers client calls for operational inquiries or account requests. Responsible for compliance documentation and filing. Processes paperwork in an accurate, timely fashion....

Overview: This position provides operational and trading support to Financial Advisors and their clients. Facilitates high service standards by ensuring efficient daily operations. Answers client calls for operational inquiries or account requests. Responsible for compliance documentation and filing. Processes paperwork in an accurate, timely fashion....

Envestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

Envestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...