Registered Client Service Associate
3 weeks ago
Registered Client Service Associate for Beacon Wealth Management
Welcome to Beacon Wealth Management, located in the vibrant heart of West Virginia. We are on a mission to redefine the client experience in the financial advisory realm, and we are in search of a dedicated Client Service Associate to enhance our dynamic team.
Who We Are
Beacon Wealth Management is not just a financial advisory firm; we are a holistic wealth management practice dedicated to ensuring that every aspect of our clients' wealth works in perfect harmony. Our team consists of top local professionals including CPAs, attorneys, and other experts, all working together to offer unparalleled support and guidance. We have evolved from the traditional model of a solo financial salesperson and an assistant, recognizing the need for professional staff members in all roles.
The Role
Your position as an Registered Client Service Associate is crucial. You are the primary point of contact for our clients, responsible for operational and servicing needs, and ensuring that the client experience is second to none. As the administrative and operational backbone of our team, you will play a vital role in keeping our operations running smoothly.
Your Duties Include:
- Efficient Data Entry: Keeping records organized and up-to-date, processing paperwork and entering meeting notes accurately.
- Serving as the Hub: Being the first point of contact, managing calls, emails, mail, and appointments.
- Inventory Management: Ensuring that office supplies are well-stocked and conducting monthly inventory checks.
- Onboarding Support: Assisting the Financial Advisor in onboarding new clients, completing necessary documentation.
- Strengthening Client Relationships: Maintaining up-to-date client information, processing requests, and addressing inquiries swiftly.
- Rapid Response: Quickly resolving client concerns and keeping them informed throughout the process.
- The Link Between Partners and Clients: Facilitating seamless communication between our strategic partners and clients.
- Staying Informed: Keeping up-to-date with our products and services to provide accurate information to clients.
As a workflow-based organization, your primary focus will be taking charge of the workflows in your area, contributing to our smooth and efficient operations.
Who You Are
You are a motivated and energetic team player, with a strong work ethic and a knack for problem-solving. Your excellent organizational and tech-savvy skills, paired with your ability to communicate complex concepts clearly, make you an invaluable asset to our team. We value your punctuality, attention to detail, and your unwavering commitment to enhancing the client experience.
Your affinity for technology, punctuality, and organizational skills make you a valuable asset to our team. Detail-oriented and checklist-driven, you leave no stone unturned in ensuring a job well done.
Required Skills and Qualifications:
- At least one of the following licenses - SIE, Series 7, Series 6, Life & Health.
- Tech Savviness: Proficient in MS Office and other relevant software.
- Organizational Prowess: Exceptional multitasking and organizational skills.
- Problem-Solving Skills: Ability to solve problems independently and attentively.
- Client Relationship Management: Experience with CRM software.
- Excellent Communication: Clear and simple explanation of complex concepts.
- Grace Under Pressure: Maintaining composure in stressful situations.
- Collaborative Spirit: Eager to work with clients and management to resolve issues.
- Open to Change: Embracing new processes for continuous improvement.
Compensation:
$60,000 to $80,000 - Depending on licensing and experience.
Relocation assistance - Available to candidates that will need to move.
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Life insurance
- Paid time off
Supplemental pay types:
- Bonus opportunities
Join Us
Embark on a rewarding journey of professional and personal growth at Beacon Wealth Management. We are excited for the future, and we are looking for talented individuals like you to grow with us. Apply today and become a part of an elite national team dedicated to excellence in wealth management.
Our current team is strong, talented, and eager to grow. We have outlined clear responsibilities and are working together to ensure that every team member has the opportunity to excel and contribute to our shared success. Join us, and be a part of a team that is on the cusp of something truly extraordinary.
Company DescriptionBeacon Wealth Management is not just a financial advisory firm; we are a holistic wealth management practice dedicated to ensuring that every aspect of our clients' wealth works in perfect harmony. Our team consists of top local professionals including CPAs, attorneys, and other experts, all working together to offer unparalleled support and guidance. We have evolved from the traditional model of a solo financial salesperson and an assistant, recognizing the need for professional staff members in all roles.Our current team is strong, talented, and eager to grow. We have outlined clear responsibilities and are working together to ensure that every team member has the opportunity to excel and contribute to our shared success. Join us, and be a part of a team that is on the cusp of something truly extraordinary.Company DescriptionBeacon Wealth Management is not just a financial advisory firm; we are a holistic wealth management practice dedicated to ensuring that every aspect of our clients' wealth works in perfect harmony. Our team consists of top local professionals including CPAs, attorneys, and other experts, all working together to offer unparalleled support and guidance. We have evolved from the traditional model of a solo financial salesperson and an assistant, recognizing the need for professional staff members in all roles.\r
\r
Our current team is strong, talented, and eager to grow. We have outlined clear responsibilities and are working together to ensure that every team member has the opportunity to excel and contribute to our shared success. Join us, and be a part of a team that is on the cusp of something truly extraordinary.
-
Client Service Associate
1 month ago
Morgantown, United States United Bank, Inc. Full timeThe primary function is to support the Institutional Services Group of the Wealth Management Division and designated Relationship Managers/ Advisors in day-to-day client contact, relationship management, trust and investment account administration, s Client Service, Associate, Customer Service, Relationship Manager, Wealth Advisor, Processing, Retail,...
-
Food Service Associate
3 weeks ago
Morgantown, United States Par Mar Oil Company Full timePosition: Food Service Associate Reports to: Store Manager Purpose of Position: We will rely on you to make sure each guest receives prompt and reliable service. As a Food Service Associate you will need to have a strong commitment to teamwork, good communication skills and can adaptable well to change. Customer Service Associates are responsible for: ...
-
Food Service Associate
2 weeks ago
Morgantown, United States Par Mar Oil Company Full timePosition: Food Service Associate Reports to: Store Manager Purpose of Position: We will rely on you to make sure each guest receives prompt and reliable service. As a Food Service Associate you will need to have a strong commitment to teamwork, good communication skills and can adaptable well to change. Customer Service Associates are responsible for: ...
-
Travel Nurse
3 weeks ago
Morgantown, United States Coast Medical Service Full timeCoast Medical Service is seeking an experienced Stepdown Unit Registered Nurse for an exciting Travel Nursing job in Morgantown, WV. Shift: 3x12 hr days Start Date: ASAP Duration: 13 weeks Pay: $2260 / Week Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency dedicated to providing an elite traveler experience for the...
-
Travel Nurse
3 weeks ago
Morgantown, United States Coast Medical Service Full timeCoast Medical Service is seeking an experienced Stepdown Unit Registered Nurse for an exciting Travel Nursing job in Morgantown, WV. Shift: 4x12 hr nights Start Date: 06/17/2024 Duration: 13 weeks Pay: $2662 / Week Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency dedicated to providing an elite traveler experience for...
-
Travel Nurse
2 weeks ago
Morgantown, United States Coast Medical Service Full timeCoast Medical Service is seeking an experienced Stepdown Unit Registered Nurse for an exciting Travel Nursing job in Morgantown, WV. Shift: 4x12 hr nights Start Date: 06/24/2024 Duration: 13 weeks Pay: $2662 / Week Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency dedicated to providing an elite traveler experience for...
-
Travel Nurse
4 weeks ago
Morgantown, United States Coast Medical Service Full timeCoast Medical Service is seeking an experienced Stepdown Unit Registered Nurse for an exciting Travel Nursing job in Morgantown, WV. Shift: 3x12 hr nights Start Date: 06/10/2024 Duration: 13 weeks Pay: $1972 / Week Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency dedicated to providing an elite traveler experience for...
-
Travel Nurse
2 weeks ago
Morgantown, United States Coast Medical Service Full timeCoast Medical Service is seeking an experienced Stepdown Unit Registered Nurse for an exciting Travel Nursing job in Morgantown, WV. Shift: 3x12 hr nights Start Date: ASAP Duration: 13 weeks Pay: $2260 / Week Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency dedicated to providing an elite traveler experience for the...
-
Travel Nurse
2 weeks ago
Morgantown, United States Coast Medical Service Full timeCoast Medical Service is seeking an experienced Medical Surgical Registered Nurse for an exciting Travel Nursing job in Morgantown, WV. Shift: 3x12 hr nights Start Date: ASAP Duration: 13 weeks Pay: $2080 / Week Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency dedicated to providing an elite traveler experience for...
-
Travel Nurse
2 weeks ago
Morgantown, United States Coast Medical Service Full timeCoast Medical Service is seeking an experienced Stepdown Unit Registered Nurse for an exciting Travel Nursing job in Morgantown, WV. Shift: 3x12 hr nights Start Date: 06/24/2024 Duration: 13 weeks Pay: $1972 / Week Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency dedicated to providing an elite traveler experience for...
-
Sales Associate
2 weeks ago
Morgantown, United States Chico's FAS Full timeJoin our chic team, dedicated to a styling and social experience that inspires women to express their individuality. POSITION OBJECTIVE: The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including...
-
Sales Associate
2 weeks ago
Morgantown, United States Chico's Full timeJoin our chic team, dedicated to a styling and social experience that inspires women to express their individuality. POSITION OBJECTIVE: The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including...
-
Sales Associate
2 weeks ago
Morgantown, United States Chico's Full timeJoin our chic team, dedicated to a styling and social experience that inspires women to express their individuality. POSITION OBJECTIVE: The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including...
-
Sales Associate
4 hours ago
Morgantown, United States Chico's FAS Full timeJoin our chic team, dedicated to a styling and social experience that inspires women to express their individuality. POSITION OBJECTIVE: The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including...
-
Registered Nurse
2 weeks ago
Morgantown, United States CareerStaff Unlimited - Morgantown, WV Full timeJob DescriptionRegistered Nurse - RN - LTACInvest in your future by discovering a facility in Morgantown, WV with resources, technology, and opportunities that will positively impact the rest of your healthcare career. Registered Nurses are valued members of the care team that are focused on helping patients with medically complex conditions regain their...
-
Registered Nurse
2 weeks ago
Morgantown, United States Careerstaff Unlimited Full timeRegistered Nurse - RN - LTAC CareerStaff Unlimited - Morgantown, WV 2024-05-14 Job Attributes Qualifications Years of Experience Not Stated Certifications RN Job Features Shifts Variable Shift Length 12 Registered Nurse - RN - LTAC Invest in your future by discovering a facility in Morgantown, WV with resources, technology, and opportunities that will...
-
Sales Associate
2 weeks ago
Morgantown, United States Pure Barre Full timeBenefits: Employee discounts Flexible schedule Opportunity for advancement Training & development Wellness resources Bonus based on performance Pure Barre is the national leader in barre fitness with more than 600+ franchise locations in the United States and Canada. Pure Barre provides more than just an amazing workout for its clients, it is also a place...
-
Sales Associate
2 weeks ago
Morgantown, United States Pure Barre Full timeBenefits: Employee discounts Flexible schedule Opportunity for advancement Training & development Wellness resources Bonus based on performance Pure Barre is the national leader in barre fitness with more than 600+ franchise locations in the United States and Canada. Pure Barre provides more than just an amazing workout for its clients, it is also a place...
-
Registered Nurse RN Case Manager
3 weeks ago
Morgantown, United States Interim HealthCare Careers Full timeOur Registered Nurse Case Managers (RNCM) have been called to care when they’re needed most. As a member of our home health team, you’ll support a full range of patient services to bring comfort and dignity to our clients. What we offer our Registered Nurse Case Managers (RNCM): Option for per visit rate or SALARY with...
-
Registered Nurse RN Case Manager
3 weeks ago
Morgantown, United States Interim HealthCare Full timeOur Registered Nurse Case Managers (RNCM) have been called to care when they’re needed most. As a member of our home health team, you’ll support a full range of patient services to bring comfort and dignity to our clients. What we offer our Registered Nurse Case Managers (RNCM): Option for per visit rate or SALARY with...
