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Registered Brokerage Service Support Specialist
4 weeks ago
Overview: This position provides client support for brokerage products, services, and accounts. Answers inquiries, resolves issues, and assists clients with requests. Executes trading instructions on various security classes. Facilitates the daily workflow by executing trading instructions and maintaining department documentation. Maintains knowledge of offered brokerage products, services, and available resources in order to provide comprehensive client support. Responsibilities: Client Service - Receives, researches, and resolves client inquiries and concerns. Addresses trading questions as well as requests regarding the department account platform.Business Support - Supports the department account platform and the ongoing servicing of accounts. Maintains documentation related to sales and service changes on client accounts. Assists management with special projects.Business Proficiency - Maintains knowledge of brokerage products, accounts, and services as well as Bank policies and procedures. Remains current on trading processes and requirements. Understands the different tools and resources available to address client concerns for each product and service.Security Trading - Executes accurate, timely trading instructions on various security classes. Reconciles all trading instructions and orders from field associates or external client requests. Ensures compliance with all applicable trading regulations. Serves as a liaison between clearing firms, clients, and associates. Qualifications: Bachelor's Degree and 1 year of experience in Sales and Banking including Securities Trading OR High School Diploma or GED and 5 years of experience in Sales and Banking including Securities TradingLicense or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses RequiredSkill(s): Understanding of back office roles for a broker dealer
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Registered Brokerage Service Support Specialist
2 months ago
Morrisville, United States First Citizens Bank Full timeOverview: This position provides client support for brokerage products, services, and accounts. Answers inquiries, resolves issues, and assists clients with requests. Executes trading instructions on various security classes. Facilitates the daily workflow by executing trading instructions and maintaining department documentation. Maintains knowledge of...
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Registered Brokerage Service Support Specialist
4 weeks ago
Morrisville, United States First Citizens Bank Full timeOverview: This position provides client support for brokerage products, services, and accounts. Answers inquiries, resolves issues, and assists clients with requests. Executes trading instructions on various security classes. Facilitates the daily workflow by executing trading instructions and maintaining department documentation. Maintains knowledge of...
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Sales Support Specialist
1 month ago
Morrisville, United States Linde Gas & Equipment Inc Full timeSales Support Specialist - 24000896 Linde Gas & Equipment Inc. is seeking a Sales Support Specialist to join our team located in Fairless Hills, PA. The Sales Support Specialist will be responsible for supporting Territory Managers and external Customers. Responsibilities (1st shift) * Visits customers independently and with sales personnel as needed *...
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Sales Support Specialist
4 weeks ago
Morrisville, United States Linde Gas & Equipment Inc Full timeSales Support Specialist - 24000896 Linde Gas & Equipment Inc. is seeking a Sales Support Specialist to join our team located in Fairless Hills, PA. The Sales Support Specialist will be responsible for supporting Territory Managers and external Customers. Responsibilities (1st shift) * Visits customers independently and with sales personnel as needed *...
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IT Support Specialist
7 days ago
Morrisville, United States edgecomputingassociation.com Full timeLocation Morrisville, North Carolina , United States VIGILINT is a premier provider of international health protection, providing advisory, logistics, medical operations, and crisis management services to high-net-worth individuals, Fortune 500 companies, and government clients. Our world-class physicians, subject matter experts, and operational staff work...
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Direct Support Professional
1 month ago
Morrisville, United States Green Mountain Support Services Full timeJob DescriptionJob DescriptionSalary: $17.50JOB SUMMARY: This position is the frontline support for our community-based services for individuals Green Mountain Support Services Serves. The scope of the Direct Support Professional’s essential job functions encompasses all aspects of successfully implementing individualized, community-based service plans in...
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Direct Support Professional
4 weeks ago
Morrisville, United States Green Mountain Support Services Full timeJob DescriptionJob DescriptionSalary: $17.50JOB SUMMARY: This position is the frontline support for our community-based services for individuals Green Mountain Support Services Serves. The scope of the Direct Support Professional’s essential job functions encompasses all aspects of successfully implementing individualized, community-based service plans in...
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Payroll Support Specialist
4 weeks ago
Morrisville, United States Insight Global Full timeMust Haves:-Ability to work onsite in Morrisville, NC-Ability to learn payroll software and follow payroll processes-Experience working in an office environment, team atmosphere -Strong administrative/support abilities Plusses:-Payroll experience-Knowledge of UKG/Ultipro softwareDay to Day:Our client is looking for a Payroll Support Specialist to join the...
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Payroll Support Specialist
4 weeks ago
Morrisville, United States Insight Global Full timeMust Haves:-Ability to work onsite in Morrisville, NC-Ability to learn payroll software and follow payroll processes-Experience working in an office environment, team atmosphere -Strong administrative/support abilities Plusses:-Payroll experience-Knowledge of UKG/Ultipro softwareDay to Day:Our client is looking for a Payroll Support Specialist to join the...
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Payroll Support Specialist
4 weeks ago
Morrisville, United States Insight Global Full timeMust Haves:-Ability to work onsite in Morrisville, NC-Ability to learn payroll software and follow payroll processes-Experience working in an office environment, team atmosphere -Strong administrative/support abilities Plusses:-Payroll experience-Knowledge of UKG/Ultipro softwareDay to Day:Our client is looking for a Payroll Support Specialist to join the...
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Retail Service Specialist
2 weeks ago
Morrisville, Vermont, United States O'Reilly Auto Parts Full timeO'Reilly Automotive - 56 Vt Route 15 West [Store Supervisor / Team Member] As a Retail Service Specialist at O'Reilly Automotive, you'll: Provide professional services while delivering an excellent customer service experience; Support the Store Manager and Assistant Manager in the areas of sales, customer service, store appearance and operations; Serve in a...
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Field IT Support Specialist
3 months ago
Morrisville, United States APM IT Solutions Full timeJob DescriptionJob DescriptionField IT Support SpecialistSalary based on experience and capabilitiesJob Type: Full-TimeQualifications:High-school degree, job-related IT certifications and 2 years minimum work experience.2+ years IT work experience a plus.Managed Service Provider (MSP) work experience a plus.Valid Driver License, clean driving record and...
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Field IT Support Specialist
4 weeks ago
Morrisville, United States APM IT Solutions Full timeJob DescriptionJob DescriptionField IT Support SpecialistSalary based on experience and capabilitiesJob Type: Full-TimeQualifications:High-school degree, job-related IT certifications and 2 years minimum work experience.2+ years IT work experience a plus.Managed Service Provider (MSP) work experience a plus.Valid Driver License, clean driving record and...
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IT Support Specialist
1 month ago
Morrisville, United States Norstella Full timeDescription About Norstella At Norstella, our mission is simple: to help our clients bring life-saving therapies to market quicker—and help patients in need. Founded in 2022, but with history going back to 1939, Norstella unites best-in-class brands to help clients navigate the complexities at each step of the drug development life cycle —and get...
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IT Support Specialist
4 weeks ago
Morrisville, United States Norstella Full timeDescription About Norstella At Norstella, our mission is simple: to help our clients bring life-saving therapies to market quicker—and help patients in need. Founded in 2022, but with history going back to 1939, Norstella unites best-in-class brands to help clients navigate the complexities at each step of the drug development life cycle —and get...
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Business Support Specialist
4 weeks ago
Morrisville, United States Syneos Health Inc Full timeDescription Business Support Specialist - Veeva clinical Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now. Syneos Health is the only fully integrated biopharmaceutical solutions organization purpose-built to accelerate customer success. We lead with a product development...
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Customer Support Specialist
4 weeks ago
Morrisville, United States Mac Papers and Packaging, Full timeJob DescriptionJob DescriptionOverviewA Customer Support Specialist, or CSS, will act as a liaison, provide product and services information, answer questions, and resolve with accuracy and efficiency any emerging problems that our customers may face. This is an in-office position. This job description is intended to describe the general nature, complexity,...
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National Accounts Customer Service Specialist
2 months ago
Morrisville, United States JF Petroleum Group Full timeJob Type Full-time Description The National Accounts Customer Service Specialist is responsible for facilitating the resolution of our large National Account gas station requests for service. This is achieved through the deployment of JF service technicians or subcontractor service technicians to these gas stations within expected response times. The...
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Population Health Support Specialist
7 days ago
Morrisville, United States UNC Health Full timeBecome part of an inclusive organization with over 40,000 diverse employees, whose mission is to improve the health and well-being of the unique communities we serve. Summary: This is a full-time position with the UNC Health Care Population Health Services department. Applicants will be expected to complete tasks assigned by the Population Health Manager and...
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Building Automation Service Specialist II
2 weeks ago
Morrisville, North Carolina, United States Schneider Electric Full timeSchneider Electric is looking for a BAS Service Specialist ; this position is a field-based position where you may perform any number of roles.The successful candidate will work closely with project managers in delivery of any of the following project componentssystem design/review, software, installation, startup, commissioning, and owner training.This...