Service Assistant
3 months ago
A successful Financial Planning Practice in Fayetteville, AR is seeking a qualified professional to join their team in the important role of full-time Service Assistant.
This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient, and professional manner.
Candidate must be extremely organized, detail-oriented and a self-starter.
Skills Required:
- Ability to develop strong client relationships
- Excellent oral and written communication skills
- Ability to work independently
- Problem solver and critical thinker
- Ability to anticipate client and advisor needs
- Capable of working under deadlines
- Ability to do research to answer questions independently
- Detail-oriented
- Excellent time management
- Proficiency in Word and Excel required
Knowledge/Experience:
- Series 6/7 FINRA registrations preferred
- Customer service experience required
- Pershing trading platform and eMoney financial planning software experience preferred
- Organizational and time management skills (i.e., ability to manage multiple priorities)
- Preferably securities registration with at least 2 years of previous experience in a sales support and service role or the equivalent combination of education and experience for the right candidate
Responsibilities:
- Responsible for client contact which includes communication by phone and email
- Clients servicing to include general account inquiries, account changes, distributions, allocation changes, beneficiary changes, account updates, etc.
- Investment Research and Trading
- Client appointment preparation (running performance reports)
- Assistance with scheduling client appointments via our schedulingsoftware
- Monitor incoming and outgoing mail
- Document client interactions via our Client Relationship Management (CRM) system (Redtail and potentially Salesforce)
- Prepare and submit client paperwork and financial transactions
- Prepare and process paperwork for new & existing business on the Pershing platform for investments, and direct with other investment and insurance companies
- Respond to and correct paperwork not in good order
- Other projects and tasks as assigned
Software Used: eMoney, Redtail (CRM) and potentially Salesforce, MS Outlook, Excel, and Word, Morningstar
-
Dispatch Services Assistant
2 months ago
Fayetteville, United States Ed's Auto Service Full time $11 - $15Our company is seeking an administrative services / Dispatcher/ office assistant.Job Details:The successful candidate will help in the day to day operations.Assist with dispatching calls.Answer and direct phone calls.Respond to emails inquiries.Prepare various documents.Perform data entry.Education.High school diploma or GED.APPLY IN PERSON
-
Service Assistant
4 weeks ago
Fayetteville, United States AnchorPoint Financial Full timeA successful Financial Planning Practice in Fayetteville, AR is seeking a qualified professional to join their team in the important role of full-time Service Assistant. A local candidate is preferred; however, exceptional remote candidates (CST, MST or EST only) would be strongly considered. This position requires excellent customer service and...
-
Service Assistant
4 weeks ago
Fayetteville, United States AnchorPoint Financial Full timeA successful Financial Planning Practice in Fayetteville, AR is seeking a qualified professional to join their team in the important role of full-time Service Assistant. This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable,...
-
Service Assistant
4 weeks ago
Fayetteville, United States AnchorPoint Financial Full timeA successful Financial Planning Practice in Fayetteville, AR is seeking a qualified professional to join their team in the important role of full-time Service Assistant. A local candidate is preferred; however, exceptional remote candidates (CST, MST or EST only) would be strongly considered. This position requires excellent customer service and...
-
Service Assistant
3 months ago
fayetteville, United States AnchorPoint Financial Full timeA successful Financial Planning Practice in Fayetteville, AR is seeking a qualified professional to join their team in the important role of full-time Service Assistant.This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient,...
-
Service Assistant
3 months ago
Fayetteville, United States AnchorPoint Financial Full timeA successful Financial Planning Practice in Fayetteville, AR is seeking a qualified professional to join their team in the important role of full-time Service Assistant.This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient,...
-
Service Assistant
4 weeks ago
fayetteville, United States AnchorPoint Financial Full timeA successful Financial Planning Practice in Fayetteville, AR is seeking a qualified professional to join their team in the important role of full-time Service Assistant. A local candidate is preferred; however, exceptional remote candidates (CST, MST or EST only) would be strongly considered.This position requires excellent customer service and...
-
Service Assistant
4 weeks ago
Fayetteville, United States AnchorPoint Financial Full timeA successful Financial Planning Practice in Fayetteville, AR is seeking a qualified professional to join their team in the important role of full-time Service Assistant. A local candidate is preferred; however, exceptional remote candidates (CST, MST or EST only) would be strongly considered.This position requires excellent customer service and...
-
Event Services Assistant
1 month ago
Fayetteville, North Carolina, United States FSU Full timeJob SummaryThe FSU Ticket Office is seeking a highly motivated and detail-oriented Event Services Assistant to support the planning, coordination, and supervision of various ticketed and non-ticketed events on campus. As a key member of the team, you will be responsible for efficiently managing entry into university events, ensuring a smooth and orderly...
-
ASSISTANT RURAL CARRIER
11 hours ago
FAYETTEVILLE, United States US Postal Service Full timeUS Postal Service - 1430 HIGHWAY 54 W [Mail Carrier / Package Handler / Delivery Driver] As an Assistant Rural Carrier with USPS, you will: Delivers packages on Sundays and observed holidays using dynamic route descriptions; Case, deliver, and collect mail and packages on Saturday along a prescribed rural route using a vehicle...Apply Today >>
-
Certified Nursing Assistant/Home Health Aide
1 month ago
Fayetteville, North Carolina, United States Maxim Healthcare Service Full timeJob SummaryThe Certified Nursing Assistant/Home Health Aide is a vital member of our home care team, working under the supervision of a Registered Nurse to provide personalized care services to patients in their homes. This role requires a high level of compassion, empathy, and attention to detail, as well as excellent communication and interpersonal...
-
FT Assistant Manager Customer Service
4 weeks ago
Fayetteville, United States Food Lion Full timeAt Food Lion, Associates are the most important assets to our organization. We want associates to have meaningful careers full of variety and challenges. Each associate contributes to the overall success of Food Lion, and in return, we strive to provide all associates with a fulfilling work experience and reward performance and commitment. We are committed...
-
FT Assistant Manager Customer Service
3 weeks ago
Fayetteville, United States Food Lion Full timeAt Food Lion, Associates are the most important assets to our organization. We want associates to have meaningful careers full of variety and challenges. Each associate contributes to the overall success of Food Lion, and in return, we strive to provide all associates with a fulfilling work experience and reward performance and commitment. We are committed...
-
Student Employment Pool
4 months ago
Fayetteville, United States FSU Full timePosition Information Position Information Position Title: Student Employment Pool - Event Services Assistant Working Title: Event Services Assistant Position Number: UG Full-time or Part-time: Part Time Time Limited Position: No Number of Vacancies: Multiple Vacancies Department: Temporary Pools - Athletics Posting Number: SHRA/EHRA: Job Category:...
-
Institutional Services Assistant
4 weeks ago
Fayetteville, Arkansas, United States University of Arkansas, Fayetteville Full timeAbout the Role:We are seeking a highly motivated and detail-oriented individual to join our team as an Institutional Services Assistant. In this role, you will be responsible for maintaining the cleanliness and organization of various facilities within the University of Arkansas, Fayetteville campus.Key Responsibilities:Conduct daily cleaning and maintenance...
-
Occupational Therapy Assistant
3 weeks ago
Fayetteville, Arkansas, United States Liberty Health Full timeLiberty Healthcare and Rehabilitation Services is seeking a skilled Certified Occupational Therapy Assistant to join our multidisciplinary team. As a COTA, you will work closely with patients and their families to provide individualized treatment plans and ensure a wonderful rehab experience.We offer a supportive rehab environment with progressive treatment...
-
Primary Care Physician Assistant
1 month ago
Fayetteville, Arkansas, United States International SOS Government Medical Services Full timeJob Description:This position will support the US Department of Veterans Affairs Critical Staffing Program. The person in this position will represent International SOS and provide the services outlined below.Job Responsibilities:Clinic appointments and follow-up of labs/imaging/procedures ordered during these appointments, interpretation, phone call...
-
Member Service Associate
1 month ago
Fayetteville, United States Fort Liberty Federal Credit Union Full timeMember Service Associate Highly competitive compensation package offered Purpose: Responsible for conducting monetary transactions (teller duties) and inquiries as well as conducting in-depth interviews with all levels of present and potential members in regards to products and services offered by the Credit Union. When assigned to call center, provide all...
-
Administrative Support Specialist
1 month ago
Fayetteville, North Carolina, United States Ed's Auto Service Full timeWe are seeking an Administrative Support Specialist to join our team at Ed's Auto Service. The successful candidate will be responsible for assisting with day-to-day operations, dispatching calls, answering and directing phone calls, responding to email inquiries, preparing various documents, and performing data entry.Key Responsibilities:Assist with...
-
Clinical Service Rep
4 weeks ago
Fayetteville, United States Piedmont Urgent Care by Wellstreet Full time• Prepare patient(s) for and assist with examination and/or treatment• Perform triage and obtain vital signs• Obtain and timely and accurately document patient history in Electronic Medical Record (EMR)• Collect and maintain all patient and business documents while always maintaining confidentiality• Collect routine laboratory specimens including...