Client Service Advisor
6 days ago
A fast-moving, well-established financial services practice in Tyler, Texas is actively seeking an energetic and growth-oriented individual to join our team. Our firm emphasizes financial planning for all our clients, and we pride ourselves on exceeding client expectations in all that we do. The Client Service Advisor will be integral to the growth of our business by helping to retain our extraordinary client base while supporting our consistent efforts to grow. At our core we believe clients come first and a high level of customer service is required.
Who we’re looking for:
We are seeking a Client Service Advisor who will work alongside our Advisors to service our existing clients. The Service Advisor is expected to have a deadline motivation, be client-focused, highly dependable, able to problem solve and have a thorough understanding of the financial services business. He or she must be comfortable operating autonomously and alongside senior Advisors.
Role and Responsibilities:
- Responsibilities are broad and will change as the Service Advisor grows within Wealth Planning.
- We place a large emphasis on Financial Planning, and everyone plays a critical role in preparing and delivering Financial Plans to our clients in gathering information throughout the year and working with plans within eMoney.
- Manage and retain existing client relationships and grow those relationships by assisting with our servicing model as well as answering questions and providing updates to clients, as needed.
- Being able to multi-task as client needs dictate and oversee meetings concerning our system of client onboarding.
Skills Needed/Desired:
- Energetic with proven ability to meet deadlines as well as effectively identify and solve problems. Pleasant attitude and ability to grow.
- Strong time management, able to effectively prioritize/multi-task and communicate.
- Ability to work independently as well as cohesively with Advisors and team members.
- Must maintain a high level of confidentiality and have a client-focused, helpful attitude.
Requirements:
- An inherent interest in helping and serving others in their financial life.
- Must work in our office daily.
- Proven strong customer service skills
- Must have basic securities registrations to be hired: Series 6/63/65 or Series 7/65
- Must have strong communication, organizational and prioritization skills.
- Microsoft Office – Outlook, Word, PowerPoint, and Excel
Preferred Requirements:
- 2-5 years of experience in the financial services industry
- Bachelor’s degree
Through Lincoln Investment, a full-service provider that has offered financial solutions for over 50 years, our Financial Professionals offer a wide variety of products to our clients with personalized service and attention. Our Financial Professionals help make investing easier to understand. They provide investment solutions for retirement, education savings plans, insurance needs, income generation and professional portfolio management.
Our advisors' history in the investment industry provides our clients with access to valuable experience. Having a Financial Professional means you have help from someone concerned with your specific goals and who can assist in drafting a plan that is suited to your needs.
We foster an atmosphere of innovation, which means we constantly seek to improve our clients' experience with investing. We provide you with the tools you need to easily access account information.Company DescriptionAbout the Company:\r
Through Lincoln Investment, a full-service provider that has offered financial solutions for over 50 years, our Financial Professionals offer a wide variety of products to our clients with personalized service and attention. Our Financial Professionals help make investing easier to understand. They provide investment solutions for retirement, education savings plans, insurance needs, income generation and professional portfolio management.\r
\r
Our advisors' history in the investment industry provides our clients with access to valuable experience. Having a Financial Professional means you have help from someone concerned with your specific goals and who can assist in drafting a plan that is suited to your needs.\r
We foster an atmosphere of innovation, which means we constantly seek to improve our clients' experience with investing. We provide you with the tools you need to easily access account information.
-
Client Service Advisor
7 days ago
Tyler, United States Wealth Planning Advisors Full timeA fast-moving, well-established financial services practice in Tyler, Texas is actively seeking an energetic and growth-oriented individual to join our team. Our firm emphasizes financial planning for all our clients, and we pride ourselves on exceeding client expectations in all that we do. The Client Service Advisor will be integral to the growth of our...
-
Client Service Advisor
Found in: Appcast US C2 - 7 days ago
Tyler, United States Wealth Planning Advisors Full timeA fast-moving, well-established financial services practice in Tyler, Texas is actively seeking an energetic and growth-oriented individual to join our team. Our firm emphasizes financial planning for all our clients, and we pride ourselves on exceeding client expectations in all that we do. The Client Service Advisor will be integral to the growth of our...
-
Client Service Advisor
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Tyler, United States Wealth Planning Advisors Full timeA fast-moving, well-established financial services practice in Tyler, Texas is actively seeking an energetic and growth-oriented individual to join our team. Our firm emphasizes financial planning for all our clients, and we pride ourselves on exceeding client expectations in all that we do. The Client Service Advisor will be integral to the growth of our...
-
Client Services Specialist
5 days ago
Tyler, United States Arrow Child and Family Ministries Full timeOverview: The 4Kids4Families Client Services Specialist is responsible for ensuring the safe and efficient transportation of children to various appointments, activities, and family visits. This position requires the ability to utilize time management skills and prioritize tasks. Benefits Include: Medical, dental, vision, and supplemental insurance options,...
-
Service Technician
2 weeks ago
Tyler, United States Classic Toyota Full timeJob DescriptionJob DescriptionService Technician – Classic ToyotaWe run an honest shop and need honest, hard-working techs. To be a success at our dealership, you need to have solid skills and solid ethics. We also know that to keep a good service tech, a dealership has to treat them right by paying them well and offering room for learning and advancement....
-
Service Technician
6 days ago
Tyler, United States Mercedes-Benz of Tyler Full timeJob DescriptionJob DescriptionService Technician – Mercedes-Benz of TylerWe run an honest shop and need honest, hard-working techs. To be a success at our dealership, you need to have solid skills and solid ethics. We also know that to keep a good service tech, a dealership has to treat them right by paying them well and offering room for learning and...
-
Client Services Specialist
Found in: Resume Library US A2 - 7 days ago
Tyler, Texas, United States Arrow Child and Family Ministries Full timeOverview: The 4Kids4Families Client Services Specialist is responsible for ensuring the safe and efficient transportation of children to various appointments, activities, and family visits. This position requires the ability to utilize time management skills and prioritize tasks. Benefits Include: Medical, dental, vision, and supplemental insurance options,...
-
Associate Financial Planner
6 days ago
Tyler, United States The Holloway Partnership Full timeJob DescriptionJob DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a...
-
Experienced Automotive Technician
6 days ago
Tyler, United States Peltier Full timeJob DescriptionJob DescriptionService Technician – AutomotiveWe run an honest shop and need honest, hard-working techs. To be a success at our dealership, you need to have solid skills and solid ethics. We also know that to keep a good service tech, a dealership has to treat them right by paying them well and offering room for learning and advancement....
-
Subaru Master Technician
2 weeks ago
Tyler, United States Peltier Full timeJob DescriptionJob DescriptionSubaru Master Service Technicians – Peltier Subaru in Tyler, Texas NEEDS YOU!We offer Top Pay with full benefits!Relocation assistance is available for well qualified candidatesSigning Bonus of $xxxx.xx depending on qualifications Experience Required – Preferred 5+ yearsOur dealership is located in Tyler, TX and we are...
-
Clinical Dietician
Found in: Talent US A C2 - 2 weeks ago
Tyler, United States HealthEcareers - Client Full timeDescription JOB SUMMARYResponsible for providing comprehensive nutrition assessments and care planning for patients and residents with special needs. Implements business practices in order to uphold CHRISTUS Mission and values.MAJOR JOB RESPONSIBILITIES• Develops nutrition plans, including specifications, methods and timetables depending on patient and...
-
Service Screener
6 days ago
Tyler, United States Greater East Texas Community Action Program Full timeJob DescriptionJob DescriptionBenefits:401(k)Dental insuranceHealth insurancePaid time offGeneral Purpose: Responsible for providing administrative and clerical support to office staff. The position will work closely with the Administrative Receptionist. Assume administrative responsibilities as delegated by the Program Director. Handle incoming calls and...
-
HVAC Service Technician
6 days ago
Tyler, United States Quality Air Conditioning Full time $20 - $30Job Description:Are you a team player? We are looking for a service technician who is able to service, maintain, diagnose and repair heating and air conditioning equipment. Must have his/her own hand tools, reliable transport to office and clean driving record. Must be able to be on call alternating weekends and some holidays. EPA certification is...
-
Retail Sales Associate, Customer Service, Tyler, TX
Found in: Lensa US P 2 C2 - 2 weeks ago
Tyler, United States Batteries Plus Bulbs Full time**Retail Sales Associate/Customer Service** **Batteries Plus,** the nation's largest growing battery and light bulb franchise, is currently searching for customer oriented individuals at our Tyler, TX location. Our stores offer national brands at exceptional value. Our Trusted Advisors provide knowledge and offer solutions that differentiate us from the...
-
REGISTERED ASSOCIATE
Found in: Careerbuilder One Red US C2 - 11 hours ago
Tyler, TX 75701, USA, United States Southside Bancshares, Inc. Full timeSupports the Financial Advisor and team with back office processing and operations, promote and sell Nondeposit Investment products NDIP and services to the public under the direction of the Financial Advisor and in association with the Financial A Financial Advisor, Associate, Registered, Client Service, Processing, Operations, Banking
-
Automotive Master Tech
6 days ago
Tyler, United States Hiring Winners Full timeJob DescriptionJob DescriptionMaster Technician – New Auto Dealer in TYLER, TXExcellent pay? Career advancement? State-of-the-art shop? Our dealership offers that and more for our master technicians. If you are looking for more than just a “new job” and are ready to make a serious career move, then we may have the right opportunity for you. Master...
-
REGISTERED ASSOCIATE
Found in: Careerbuilder One Red US C2 - 12 hours ago
Tyler, TX 75701, USA, United States Southside Bancshares, Inc. Full timePosition Title:Registered AssociateExempt Status:Non-Exempt, Full Time HourlyReports to:Financial Planner SecuritiesFull-time Benefits:* Medical, Prescription Drugs, Dental, and Vision Insurance* Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment* 401(k) with a Match* Basic, Voluntary, and Dependent Life Insurance*...
-
Human Resources Business Partner
5 days ago
Tyler, United States Ardent Health Full timeOverviewJoin our UT Health Tyler team as a Human Resources Business Partner!Advancing Healthcare Together - The Future of Healthcare is in East TexasWhy UT Health East Texas?Our People. Our people truly are our greatest strength. They make a massive difference in the amazing care we provide every day. We work closely together to create a positive experience...
-
Human Resources Business Partner
4 days ago
Tyler, United States Ardent Health Full timeOverviewJoin our UT Health Tyler team as a Human Resources Business Partner! Advancing Healthcare Together - The Future of Healthcare is in East Texas Why UT Health East Texas? Our People. Our people truly are our greatest strength. They make a massive difference in the amazing care we provide every day. We work closely together to create a positive...
-
Intern Client Relationship Manager
Found in: Jooble US O C2 - 5 days ago
Tyler, TX, United States Thrive Skilled Pediatric Care LLC Full timeWe are seeking an intern to join our team in our Temple, TX office. Would you like to use these skills to make a difference in the lives of children, their families, and the clinicians who support them? We are seeking someone who is in their final semester of undergraduate studies to join us on a part-time OR full-time basis (as your schedule allows)...