Registered Wealth Management Client Associate
4 weeks ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us Job Responsibilities: Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk. Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA. Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset. Required Qualifications: FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66. Displays advanced industry knowledge and understanding of investment products. Desired Qualifications: Energetic individual that is self-motivated, coachable and flexible in thought. Enjoys a fast-paced environment with changing and evolving responsibilities. Detail oriented. Invested in personal development. Consistently pursues client experience excellence. Works quickly to fulfill client needs, delivering complex solutions. Frequent communication and an abundance of discretion with sensitive information. Microsoft Word, Excel and PowerPoint experience with Salesforce a plus. Professional verbal and written communication. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent. Shift: 1st shift (United States of America) Hours Per Week: 37.5 #J-18808-Ljbffr
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Wealth Management Administrator
3 months ago
Beaumont, United States The Dickerson Group Wealth Advisors Full timeJob DescriptionJob DescriptionOur Wealth Management Administrator plays a crucial role and is absolutely central to implementing our growth strategy. The ideal candidate is one that is committed to making a positive difference for our clients in the wealth management industry/their financial situations, while providing exceptional customer service....
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Wealth Management Coordinator
5 days ago
Beaumont, Texas, United States The Dickerson Group Wealth Advisors Full timeJob OverviewWe are seeking a highly skilled and detail-oriented Wealth Management Administrator to join our team at The Dickerson Group Wealth Advisors. As a key member of our team, you will play a vital role in implementing our growth strategy and making a positive impact on the lives of our clients.Key ResponsibilitiesCommunicate effectively with clients...
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Client Service Associate
5 days ago
Beaumont, Texas, United States Bank of America Full timeJob DescriptionJob Title: Registered Wealth Management Client AssociateJob Summary:We are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Bank of America. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our Financial Advisors and clients.Key...
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Wealth Management Client Associate
2 weeks ago
Beaumont, Texas, United States Bank of America Full timeJob Overview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We prioritize Responsible Growth, ensuring we deliver value to our clients, employees, communities, and shareholders consistently.Central to our success is our commitment to fostering a diverse and inclusive environment for all employees. We seek...
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Client Relations Coordinator
2 weeks ago
Beaumont, Texas, United States The Dickerson Group Wealth Advisors Full timePosition OverviewThe Client Relations Coordinator is essential in executing our strategic vision for growth. The successful candidate will be dedicated to enhancing clients' financial well-being and delivering outstanding service.Key Responsibilities:Engage with clients to facilitate account transactionsAccurately establish accounts and ensure timely...
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Client Engagement Associate
2 weeks ago
Beaumont, Texas, United States Texas First Bank . Insurance Full timeClient Services Professional (CSP) Position OverviewBecome a vital part of a dynamic team at Texas First Bank, a leading financial organization dedicated to community engagement and client satisfaction. We are on the lookout for a committed Client Services Professional (CSP) to deliver exceptional service, enhance client connections, and attract new...
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Client Relations Specialist
2 weeks ago
Beaumont, California, United States FirstService Residential Full timePosition Summary:The Client Relations Specialist reports directly to the General Manager. This role is essential in ensuring a welcoming atmosphere at the front desk, embodying the company's values and image for all visitors.Your guiding principle will be:"First impressions are lasting impressions." The Client Relations Specialist is tasked with the...
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Client Support Specialist
2 weeks ago
Beaumont, Texas, United States Family Dollar Full timeJoin Our Team as a Client Support Specialist!At Family Dollar, we are seeking a dedicated Client Support Specialist who will play a crucial role in enhancing our customer experience. In this position, you will:Deliver Outstanding Service: Ensure every customer receives exceptional assistance and support.Engage with Customers: Welcome customers warmly and...
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Financial Services Professional
2 months ago
Beaumont, United States Bankers Life Full timeFinancial Services Professional - Hybrid Experience Location: Beaumont, TX, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...
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Administrative Reception Coordinator
1 week ago
Beaumont, Texas, United States Private Client Full timeJob OverviewWe are seeking a committed Administrative Reception Coordinator to serve as the first point of contact for our distinguished client, a prominent engineering organization. This role presents an exceptional opportunity for individuals who excel in delivering exceptional administrative assistance, are dedicated to maintaining smooth daily...
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Sales Associate
3 months ago
Beaumont, 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...
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Nursing Manager
5 days ago
Beaumont, Texas, United States Res-Care, Inc Full timeAbout the RoleWe are seeking a highly skilled and experienced Nursing Manager to join our team at ResCare, Inc. As a Nursing Manager, you will be responsible for planning, directing, and coordinating health services for assigned service sites and supervising the delivery of nursing services and nursing personnel.Key ResponsibilitiesHealth Services...
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Field Service Technician I
7 days ago
Beaumont, Texas, United States Christus Health Full timeJob SummaryThe Field Services Technician is a key member of the Christus Health team, responsible for providing top-notch support to our end-users. This includes the installation, configuration, and maintenance of workstation and peripheral equipment, as well as the resolution of problems reported by the Customer Support Center.Key ResponsibilitiesProblem...
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Registered Nurse
5 days ago
Beaumont, United States Hiring4Health Full timeOur client is a leading community nursing NDIS and home care service that provides professional care Throughout The Orange Bathurst Lachlan and Central West regions. They are seeking a Registered Nurse to work on a parttime basis for fifteen hours per week who will be responsible for providing professional and supportive nursing care for their NDIS and Aged...
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Cashier Associate
2 months ago
Beaumont, United States Burlington Full timeBurlington - JobID: 3B0D1ED5211F4112BE37B927A4D3625A [Retail Cashier / Team Member] As a Cashier Associate at Burlington, you'll: Deliver excellent customer service with a positive, professional attitude; Accurately and efficiently ring on register; Process layaways, returns, and exchanges; Perform other tasks as assigned by manager from...
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Client Relations Specialist
2 weeks ago
Beaumont, Texas, United States Munro's Uniform Services Full timeDynamic Role as a Route Driver/Client Relations SpecialistPosition OverviewResponsible for the prompt and precise delivery and collection of Uniform Services to enhance customer satisfaction. Advocate for services to potential clients and motivate current accounts to explore additional offerings.Training ProgramGain insights into our product range and...
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Registered Nurse, Acute Med/Surg
4 weeks ago
Beaumont, United States Veterans Enterprise Technology Solutions Full timeOverview Staffing Pros, a division of VETS Inc., is recruiting for a Registered Nurse, Acute Med/Surg. If you have additional questions not answered by the information contained within this posting, please contact our team directly at StaffingPros@vets-inc.com. Responsibilities Join our client's team on the dynamic 5th-floor Acute Medical-Surgical unit, a...
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Registered Nurse
1 week ago
Beaumont, Texas, United States CHRISTUS Health Full timePosition Overview:This is an exciting opportunity to work in a newly established 15-bed unit dedicated to MedSurg overflow. The nurse-to-patient ratio is set at 5 to 1, ensuring a manageable workload. Our unit is supported by a unit secretary and Patient Care Technicians (PCTs), with both day and night shifts available.Located on the 5th floor, this unit...
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Registered Nurse
2 weeks ago
Beaumont, Texas, United States CHRISTUS Health Full timePosition Overview:This is an exciting opportunity to work in a newly established 15-bed unit designed for MedSurg overflow. The nurse-to-patient ratio is set at 5 to 1, ensuring a manageable workload. The unit is supported by a dedicated unit secretary and Patient Care Technicians (PCTs), with shifts available for both day and night.Located on the 5th floor,...
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Registered Nurse
2 weeks ago
Beaumont, United States Christus Health Full timePosition Overview:The 5West unit is a newly established 15-bed facility designed to accommodate MedSurg overflow. The nurse-to-patient ratio is set at 5:1, ensuring a manageable workload. This unit is supported by a dedicated unit secretary and Patient Care Technicians (PCTs), with both day and night shifts available.Role of the Registered Nurse:A Registered...