Current jobs related to Licensed Client Services Associate - Chatsworth - Premier America Credit Union
-
Client Service Coordinator
2 months ago
Chatsworth, United States Banfield Full timeQualifications HIRING QUALIFICATIONS COMPETENCIES Leadership ? Customer Focus ? Peer Relationships ? Integrity & Trust ? Action Oriented ? Listening Functional ? Preventative care and OWPs Position Description Client Service Coordinator - Job Description.docx 2 of 3 Last Revised: 08/20/2013 JP ? Communication Skills ? Client Service Skills ? Priority...
-
Client Services Coordinator
1 week ago
Chatsworth, United States ResourceMFG Full timePosition Overview: The Client Services Coordinator will play a vital role in supporting the Sales and Supply Chain departments throughout the customer order lifecycle. This includes responsibilities in order management, customer operations, service, and logistics, while also providing assistance to various Project Management Teams. Key Responsibilities: ...
-
Full Time Customer Service Associate
3 months ago
Chatsworth, United States Stinger Management Full timeAre you on the hunt for a fun and exciting work atmosphere where each day feels like a Friday? Are you looking for more longevity and job security in your next position? Or maybe even more opportunities for advancement and better compensation? If the answer is YES to any of the above questions, then our Customer Service Associate position may be the role...
-
Client Support Specialist
1 week ago
Chatsworth, United States ResourceMFG Full timeCustomer Service Associate Role1st shift Monday-Friday 7a-4p$18-19 per hourContract to hire with benefits after 90 daysWe are looking for a Customer Service Associate to become a vital part of our team. The successful candidate will be tasked with delivering exceptional customer support by handling incoming calls, assisting clients with their orders,...
-
Customer Service Associate
3 months ago
Chatsworth, United States ResourceMFG Full timesummary Customer service associate needed in Whitmore Lake 1st shift Monday-Friday 7a-4p $18-19 per hour Resume and On site interview required This role includes examples of answering calls and assisting customers with ordering parts, creating service tickets and scheduling service among other customer service duties. Ideal candidate will have strong...
-
Client Relations Specialist
1 week ago
Chatsworth, United States Banfield Full timeJob Title: Client Relations SpecialistAt Banfield Pet Hospital, the role of a Client Relations Specialist is vital in facilitating the seamless experience of clients and their cherished pets within our establishment. Below is an overview of the responsibilities and qualifications associated with this position:Essential Qualifications:Leadership Skills...
-
Client Relations Specialist
1 week ago
Chatsworth, United States Banfield Full timeJob Title: Client Relations SpecialistAt Banfield Pet Hospital, the role of a Client Relations Specialist is vital in facilitating the seamless interaction between clients and their cherished pets within our establishment. Below is an overview of the responsibilities and qualifications associated with this position:Qualifications:Leadership Skills...
-
Cafeteria Food Service Associate
3 days ago
Chatsworth, United States ResourceMFG Full timePosition OverviewWe are seeking experienced food service professionals to join our team. This role involves working in a cafeteria setting where you will be responsible for various tasks related to food preparation and customer service.Key ResponsibilitiesPrepare and serve food items in a timely manner.Maintain cleanliness and organization of the service...
-
Cafeteria Food Service Associate
1 week ago
Chatsworth, United States ResourceMFG Full timePosition OverviewWe are seeking experienced food service professionals to join our team. The role involves working in a cafeteria setting where you will be responsible for various tasks related to food preparation and service.Key ResponsibilitiesPrepare and serve food items to customers.Maintain cleanliness and organization of the work area.Provide excellent...
-
Cafeteria Food Service Associate
3 days ago
Chatsworth, United States ResourceMFG Full timePosition OverviewWe are seeking dedicated individuals for the role of Food Service Employee. This position involves working in a cafeteria setting where you will be responsible for various tasks including food preparation, serving meals, and maintaining cleanliness.Key ResponsibilitiesPrepare and serve food items in a timely manner.Ensure a clean and...
-
Client Relations Specialist
1 week ago
Chatsworth, United States Banfield Full timeJob Title: Client Service CoordinatorAt Banfield Pet Hospital, the role of a Client Service Coordinator is vital in facilitating a seamless experience for clients and their pets. This position encompasses a variety of responsibilities aimed at enhancing client satisfaction and operational efficiency.Essential Qualifications:Leadership Skills: Ability to...
-
Client Support Workers
2 weeks ago
Chatsworth, United States Jobs for Humanity Full timeThe house manager maintains a caseload of Intellectual Developmentally Disabled individuals living in the home. The house manager is an advocate for the individual's wants and needs. Responsibilities include monitoring progress towards goals, partici Client Support, Worker, Support, Behavioral Health, Business Services, Staffing
-
Licensed Part-Time Insurance Customer Service
2 weeks ago
Chatsworth, United States Staff My Agency Full timePosition Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of part-time Licensed Customer Service Representative - State Farm Agent Team Member. Active Property and Casualty license is required. We seek an licensed energetic professional interested in helping our business grow through value-based...
-
Customer Service Representative
4 weeks ago
Chatsworth, United States ResourceMFG Full timesummary Temecula Manufacturing Facility Seeking 1st Shift Customer Service Representative 1st shift Schedule:Monday-Friday from 8:00am-4:30pm Training Time 7:00am-3:30pm (about a week or two) Base Pay$18.50 Essential Duties and Responsibilities: Responds to customer inquiries on the telephone, through on-line networks, and by mail. Communicates with...
-
Client Support Specialist
1 week ago
Chatsworth, United States UnitedHealth Group Full timePosition OverviewAs a Customer Service Representative at UnitedHealth Group, you will play a crucial role in assisting our clients. Your primary responsibility will be to handle outbound calls from customers, ensuring that their needs are met effectively.Key ResponsibilitiesEngage with customers through outbound communication to determine their specific...
-
Client Support Workers
2 weeks ago
Chatsworth, United States Jobs for Humanity Full timeCompany Description Jobs for Humanity is collaborating with Upwardly Global and with Highland Rivers Community Service Board to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: Highland Rivers Community Service Board Job Description IDD Client Support Worker Supervisor 2.1 Location:...
-
Sales Support Associate
3 days ago
Chatsworth, United States ResourceMFG Full timePosition Overview:As a Sales Associate, you will play a vital role in our team by managing various responsibilities that contribute to our success. Ideal candidates will demonstrate the ability to follow up on leads, oversee website operations, handle inventory management, and provide exceptional customer service.Key Responsibilities:- Engage with potential...
-
Hospitality Services Associate
8 hours ago
Chatsworth, Illinois, United States Columbia Hospitality Full timeJob SummaryColumbia Hospitality is seeking a highly motivated and detail-oriented Housekeeping Attendant to join our team at Callicoon Hills Resort. As a key member of our housekeeping team, you will be responsible for ensuring the cleanliness and maintenance of our public areas, guest rooms, and back-of-house spaces.ResponsibilitiesClean and maintain all...
-
Client Support Worker
4 weeks ago
Chatsworth, United States Highland Rivers Behavioral Health Full timeThere is a place for you at Highland Rivers Behavioral Health Highland Rivers provides treatment and recovery services to individuals impacted by mental illness; substance use disorders and intellectual developmental disabilities. JOB SUMMARY : The Client Support Worker (CSW) works with individuals with a diagnosis of Intellectual Developmental Disability...
-
Sales Associate
3 days ago
Chatsworth, Georgia, United States Goodwill Industries of Chattanooga Full timeBecome a Part of Goodwill Industries of ChattanoogaPosition available for a Store AssociateOpportunity in Retail SalesRole within the Insurance departmentGoodwill Industries has been committed to empowering individuals by transforming their potential into meaningful opportunities. With a robust network spanning multiple counties and numerous store locations,...
![Premier America Credit Union](https://media.trabajo.org/img/noimg.jpg)
Licensed Client Services Associate
2 months ago
At Premier America Credit Union, our Core Purpose is to serve our Members by making it easier to meet today's needs and reach tomorrow's dreams. Talented Team Members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family
Overview:
We are seeking a dynamic Licensed Client Services Associate who is experienced in providing support to Wealth Advisor(s) in the implementation of investments, insurance, operations, and sales support for clients of the Premier America Wealth Management Program. The right candidate will have a sense of identifying sales opportunities to cross sell investment and retirement products and services, competent skillset for operational excellence, and a strong commitment to delivering best-in-class service.
•Customer Service: You are a resource in identifying our Member-Clients' servicing needs and enhance member experience by providing distinctive quality service to develop long term relationships with current and potential Member-clients in the community.
•Teamwork: You have been recognized for your excellent interpersonal skills and your ability to effectively communicate, build rapport, and relate to others.
•Judgement: You make exact decisions about business policies, managing risks and ensuring operations are conducted in accordance with internal policies, procedures, and legal/regulatory requirements.
What You Will Do:
•The core responsibility is the effective and efficient support of our Wealth Advisor(s) in the implementation of investments, insurance, operations, and sales support for Member-clients of the Premier America Wealth Management program.
•Must identify and profile potential opportunities through campaigns, branch referrals, telemarketing, educational workshops, and face-to-face interactions with clients/Members.
•Expected to maintain privacy of Member/client account information and comply with all applicable Investment, Insurance and branch compliance and security procedures.
•Acts as a champion for change within the Wealth Management program, offering new ideas and continuously developing knowledge and processes to improve Member experience.
•Will assist Wealth Advisors by ensuring all marketing and sales materials, applications and brochures remain current.
•Responsible for notifying Wealth Advisors of client appointments, daily telemarketing, and sales.
•Will perform a broad variety of administrative functions critical to the daily workflow and assigned sales goals of the Premier America Wealth Management Group.
Requirements
What We Are Looking For:
•College graduate or equivalent.
•FINRA Series 7 and 66 licenses required.
•California state Life insurance license required.
•Minimum of one to three years of progressive experience in a financial institution environment.
•Understanding of industry compliance and regulatory requirements.
•Strong organizational and time management skills
•Ability to prioritize effectively, working in a fast-paced environment.
•Strong oral and written communication skills.
•PC Skills: Microsoft Office products (Word, Excel, PowerPoint, etc.)
•Prior knowledge of LPL Financial ClientWorks preferred but not required.
Key words: banking, credit union, Client Services Associate, wealth management, investment services, assistant, support, administrative, operations, servicing.
Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.
Equal Opportunity Employer - Veterans / Disabled
Drug-free workplace.
Pay Grade Info :
To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below.
The base pay range for this position is: $23.00-$27.00 hourly.
Perks Important to You:
Our Team Members enjoy the following rewards and benefits:
•Competitive pay
•Subsidized health care including medical, dental and vision
•FSA and HSA
•Company-Paid Life and A&D insurance
•Discounts on loans (must be a member)
•Paid Vacation, Holiday, and Sick time
•401k Retirement Saving Plan with a 6% safe harbor employer match
•Educational Assistance Program and more
About Us:
Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 Members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all Members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas