Operations Central Specialist | Wealth Advisory
3 months ago
Forvis Mazars is seeking a full-time Operations Central Specialist to fill a key role within the Wealth Advisory team. Forvis Mazars Wealth Advisors offers wealth management services for affluent families as well as investment consulting and compliance services for institutional clients. We deliver independent, professional expertise that puts our clients' interests first. The qualified candidate for this position must be detail-oriented and possess an integrity first and positive team-player attitude.
How you will contribute:
- Supporting the Wealth Advisor team in providing an integrated suite of services to affluent families
- Developing and maintaining in-depth expertise in multiple industry software systems including our Client Relationship Management (CRM) and Investment Portfolio software
- Preparing internal and custodial paperwork for clients
- Maintaining up-to-date client records in systems
- Working with the team to ensure timely delivery of items to clients.
- Coordinating and working on multiple, concurrent client projects and completing assignments with minimal supervision
- Organizing information for quarterly tax payments
- Ensuring that tasks are on track and expectations are completed on time
- Highly detail-oriented, fast-paced, and exceptional time management skills
- Outstanding verbal and written communication skills; must have an excellent phone presence
- Attention to detail and ability to multitask and prioritize; able to effectively resolve issues and conflicts independently
- Must be highly organized, proactive, energetic, and enthusiastic with a heart for service
- Technically and analytically focused
- Ability to work within defined policies and procedures
- Collaborative learning style with the ability to work independently on projects
- Passion for serving clients
- Bachelor's degree in finance or general Business
- 2 years minimum experience in a related field (financial services, wealth management, or financial planning)
- Prior experience serving affluent families.
#LI-SGF, #LI-AVILLE, #LI-CLTSP, #LI-CLTU
#LI-AF1
-
Operations Central Specialist
5 days ago
Springfield, Illinois, United States Forvis Mazars, LLP Full timeJob Summary: Forvis Mazars, LLP is seeking a detail-oriented and organized individual to fill the role of Operations Central Specialist within the Wealth Advisory team. The successful candidate will possess excellent communication skills, both written and verbal, and be able to work effectively in a fast-paced environment.Key Responsibilities:Support the...
-
Private Wealth Service Specialist
4 days ago
Springfield, Illinois, United States Citizens Financial Group, Inc. Full timeThe Private Wealth Service Specialist is a key role within Citizens Financial Group, Inc. that provides exceptional support to Private Wealth clients and colleagues.This position is responsible for delivering high-quality, end-to-end processing and servicing to Private Wealth clients, while also driving business development opportunities.The Private Wealth...
-
Private Wealth Service
2 weeks ago
Springfield, United States Citizens Financial Group, Inc. Full timeDescription The Private Wealth Service and Support Specialist is responsible for providing white-glove, end-to-end processing and servicing to Private Wealth clients and colleagues. In this role, you will help to increase customer loyalty and drive business development opportunities. The Private Wealth Service and Support Specialist will also serve as the...
-
Private Wealth Service Specialist
3 weeks ago
Springfield, Illinois, United States Citizens Financial Group, Inc. Full timeJob Title: Private Wealth Service SpecialistJoin Citizens Financial Group, Inc. as a Private Wealth Service Specialist and take on a challenging role that requires a unique blend of technical skills and customer service expertise. As a key member of our Private Wealth team, you will be responsible for providing exceptional service to our clients and...
-
Advisory Risk Oversight Consultant
2 months ago
Springfield, MA, United States MassMutual Full timeThe OpportunityAs an Advisory Risk Oversight Consultant, you will join a team that is focused on managing investment policies for the firm’s investment advisory programs, as well as related brokerage and insurance related products and services. This role will be actively engaged in the construction and monitoring of investment policy guidelines and will...
-
Private Wealth Service Specialist
1 week ago
Springfield, Illinois, United States Citizens Financial Group, Inc. Full timeJob SummaryThe Private Wealth Service Specialist is a key role within the Citizens Financial Group, Inc. team, responsible for providing exceptional service to Private Wealth clients and colleagues. This position requires a high level of proficiency and integrity, with a strong focus on risk management practices, regulatory requirements, and industry best...
-
Central Registration Specialist
4 weeks ago
Springfield, United States Center for Human Development Full timeCenter for Human Development (CHD), is currently seeking a Central Registration Specialist to join our growing team. The Central Registration Specialist is the person of first contact by community agencies, clients, and internal staff to register clients to CHD, verify insurance benefits, and schedule intake appointments for outpatient and psychiatric...
-
Central Registration Specialist
1 month ago
Springfield, United States Center for Human Development Full timeCenter for Human Development (CHD), is currently seeking a Central Registration Specialist to join our growing team. The Central Registration Specialist is the person of first contact by community agencies, clients, and internal staff to register clients to CHD, verify insurance benefits, and schedule intake appointments for outpatient and psychiatric...
-
Central Registration Specialist
1 month ago
Springfield, United States Center for Human Development Full timeCenter for Human Development (CHD), is currently seeking a Central Registration Specialist to join our growing team. The Central Registration Specialist is the person of first contact by community agencies, clients, and internal staff to register clients to CHD, verify insurance benefits, and schedule intake appointments for outpatient and psychiatric...
-
Private Wealth Service and Support Professional
2 weeks ago
Springfield, Illinois, United States Citizens Financial Group, Inc. Full timeJob SummaryThe Private Wealth Service and Support Specialist plays a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesProvide personalized, white-glove service to Private Wealth clients and colleagues.Collaborate with cross-functional teams to ensure seamless client onboarding and ongoing...
-
Financial Services Specialist
5 days ago
Springfield, Illinois, United States FORVIS Full timeKey ResponsibilitiesAs a Financial Services Specialist at Forvis, you will play a crucial role in supporting the Wealth Advisory team in providing integrated services to affluent families. Your key responsibilities will include:Developing and maintaining expertise in multiple industry software systems, including CRM and Investment Portfolio...
-
APAC Central Inc. Driver
1 week ago
Springfield, Illinois, United States APAC-CENTRAL INC Full timeh2Job Title: APAC Central Inc. Driver - Springfield, MO/h2pAPAC Central Inc. is seeking a skilled and experienced driver to join our team in Springfield, MO. As a driver for APAC Central Inc., you will be responsible for operating trucks to transport dirt, aggregate, asphalt, and other materials to various job site locations./ppstrongKey...
-
Central Registration Coordinator
2 weeks ago
Springfield, Massachusetts, United States Center for Human Development Full timeCentral Registration Specialist Job DescriptionThe Center for Human Development (CHD) is seeking a highly organized and detail-oriented Central Registration Specialist to join our team in Springfield, MA.Job Summary:The Central Registration Specialist is the primary point of contact for community agencies, clients, and internal staff to register clients,...
-
Individual Taxpayer Advisory Specialist
2 weeks ago
Springfield, Illinois, United States U.S. Department of the Treasury Full timeAbout the RoleWe are seeking a highly skilled and experienced Individual Taxpayer Advisory Specialist to join our team at the U.S. Department of the Treasury. As a key member of our Taxpayer Services Division, you will play a critical role in assisting taxpayers in meeting their Federal Tax obligations.Key ResponsibilitiesAssist and advise taxpayers in...
-
Automotive Service Advisory Specialist
3 days ago
Springfield, Illinois, United States Ted Britt Auto Group Full timeJob SummaryWe are seeking a highly skilled Automotive Service Advisory Specialist to join our team at Ted Britt Auto Group.This is a full-time position offering a competitive salary ranging from $55,000 to $70,000 per year, depending on experience.The ideal candidate will have a strong passion for providing exceptional customer service, a keen eye for...
-
Central Registration Coordinator
1 month ago
Springfield, Massachusetts, United States Center for Human Development Full timeCentral Registration SpecialistCenter for Human Development (CHD) is seeking a Central Registration Specialist to join our team. This role is responsible for registering clients, verifying insurance benefits, and scheduling intake appointments for outpatient and psychiatric services.Key Responsibilities:Interact with clients and family members to engage or...
-
Accounting Operations Specialist
5 days ago
Springfield, Illinois, United States State of Illinois Full timeAgency: Department of Central Management ServicesPosition Overview: The State of Illinois is seeking a skilled Accounting Operations Specialist to join our team. As an Account Technician II, you will be responsible for performing a variety of accounting and financial tasks, including accounts receivable, operations, and application management.Key...
-
Credit Analyst
3 weeks ago
Springfield, United States Central Bancompany Full timeConduct investigation and analysis of routine financial data to facilitate the credit extension decision-making process.Use credit reporting services to compile reports regarding the credit history of potential customers.Research and analyze financial statements. Interpret findings and prepare reports of financial position and credit worthiness.Assist with...
-
Loan Operations Manager
4 days ago
Springfield, Illinois, United States Central Bank of the Ozarks Full timeJob SummaryCentral Bank of the Ozarks is seeking a highly skilled Loan Operations Manager to oversee the efficient operation of the Loan Operations and Loan Processing personnel. The ideal candidate will have a strong background in loan operations, excellent leadership skills, and the ability to ensure high-quality service and accuracy in all aspects of Loan...
-
Springfield, Illinois, United States Springfield Clinic Full timeSpringfield Clinic, a leading multi-specialty physician-owned medical practice in Illinois, is seeking a skilled Surgical Retina Specialist to join its team at the Springfield Clinic Eye Institute. With over 600 physicians and advanced practitioners, the clinic serves a population of nearly one million patients throughout central Illinois.Practice...