Financial Services Specialist II
2 weeks ago
Reference #: R-133 Downingtown: 4 Brandywine Avenue, Downingtown, PA 19335 Work Days and Expected Hours: Monday-Friday: 8:00 AM to 5:00 PM (Additional hours as necessary to meet the objectives of the department). Function: Provides support for the sales and service for the Financial Services Department and Financial Planner within the regional satellite offices. Provides customer service for assigned Financial Services customers. Duties and Responsibilities: Assists in the daily function of the satellite office by providing customer service. Responsible for the processing of all paperwork relating to customer accounts for delivery to main office. Maintains files at satellite office. Provides secretarial and receptionist services to the Financial Advisor, greeting all visitors to the satellite office, including customers, prospective customers, vendors and others. Assists Financial Advisor in establishing appointments with existing customers and potential new customers. Receives, screens, logs in the Ameriprise system and distributes mail and internal correspondence. Operates PC equipment to assist the Financial Advisor in preparation for customer meetings. Assists Financial Advisor in the preparation of marketing material. Maintains and orders office supply inventories, including supplies needed from Broker Dealer, mutual fund companies and insurance companies. Responsible for processing client money movement. Responsible for updating and maintaining the Ameriprise CRM Salesforce with meeting notes, client calls, and all activity. Reviewing as updating Status Manager. Maintains a good working relationship with bank employees. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the department and in turn, the organization. Performs additional duties as assigned. Physical Demands Operates a keypad device: 80% of the day; operates office equipment: 10% of the day. Must be able to occasionally lift and / or move up to 10 lbs. Specific vision requirements include close vision of 18"- 20", distance vision and depth perception for computer work. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education Requires a high school diploma or equivalent basic academic education. Experience One to two years general and specialized experience, specifically financial services experience preferred. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Salary Range: $15.00 - $24.04 EEO/AA Minority/Female/Disability/Veteran
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Consumer Loan Sales Specialist
1 month ago
Downingtown, United States OneMain Financial Full timeAt OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the RoleDeliver results related to individual and...
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Financial Advisor II-Downingtown, PA
4 weeks ago
Downingtown, United States TD Bank Group Full timeWork Location: Downingtown, Pennsylvania, United States of America Hours: 40 Line of Business: TD Wealth Pay Details: We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this...
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Financial Advisor II-Downingtown, PA
2 weeks ago
Downingtown, United States TD Bank Group Full timeWork Location: Downingtown, Pennsylvania, United States of America Hours: 40 Line of Business: TD Wealth Pay Details: We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this...
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0.4 Tac Specialist- Multilingual
1 week ago
Downingtown, United States Chester County Intermediate Unit Full timeJobID: 3331 **Position Type**: Educational Specialist Position/Training&Consulting Specialist**Date Posted**: 5/21/2024**Location**: ESC**Closing Date**: 06/04/2024 - The Chester County Intermediate Unit (CCIU) has an opening for a temporary Training & Consultation Specialist-Multilingual, within the Division of Student Services for the **2024-2025 school...
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Asset Protection Specialist
1 week ago
Downingtown, Pennsylvania, United States Home Depot Full timeHome Depot JobID: C A6B456487C02520CF8F16F6 [Loss Prevention / Security] As an Asset Protection Specialist at Home Depot, you'll: Prevent financial loss caused by theft and fraud; Support safety and environmental program compliance in your assigned store/multiple stores; Identify incidents of theft and fraud, review CCTV and exception reports, monitor the...
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Cyf Education Specialist
1 week ago
Downingtown, United States Chester County Intermediate Unit Full timeJobID: 3333 **Position Type**: Behavioral & Mental Health Services/Mental Health Therapist**Date Posted**: 5/24/2024**Location**: IU Government Services Building**Closing Date**: 06/08/2024 A vacancy exists for an Education Specialist within the Division of Student Services at the Chester County Intermediate Unit. This position is located at the Chester...
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Behavior Support Specialist
1 week ago
Downingtown, Pennsylvania, United States Devereux Advanced Behavioral Health Full time: Pay-rate: $ $25.65 (based upon experience) Do you want to join a team of professionals that strives to keep abreast with new research and offers compassionate services designed to uplift and care for the youth population? Do you want to work in an educational setting working with Children and Adolescents? Being a Behavior Support Specialist for Devereux...
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Level 1 Technology Support Specialist
3 days ago
Downingtown, United States Chester County Intermediate Unit Full timeJobID: 3336 **Position Type**: Information Technology/Technology Support Specialist**Date Posted**: 5/29/2024**Location**: ESC**Closing Date**: 06/11/2024At the present time, a vacancy exists for a Full Time Technology Support Specialist (Level 1, Tier 2) within the Information Technology (IT) Division of the Chester County Intermediate Unit (CCIU). This...
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Rebate Specialist
2 weeks ago
Downingtown, United States Johnstone Supply, The Balsan Group Full timeJohnstone Supply is looking for a detail-oriented individual to join our finance team. This individual will handle rebate processing to ensure compliance along with providing excellent customer service. **RESPONSIBILITIES** The responsibilities of the Rebate Specialist include, but are not limited to: - ** Program Management** - Research and stay updated...
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Life Skills Specialist
1 month ago
Downingtown, United States Independence Fitz You Full timeBenefits: Signing bonus Training & development Life Skills Specialist - interviewing immediately! ** Must live within 20-25 minutes of Garnet Valley, Bryn Mawr and Drexel Hill, PA. ** Rate: $21/hour Current Schedule: 27 hours/week Monday/Wednesday/Friday: 9/10AM-2-3PM (Garnet Valley) Tuesday/Thursday: 9AM-3PM (Drexel Hill) About us Independence Fitz...
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Life Skills Specialist
4 weeks ago
Downingtown, United States Independence Fitz You Full timeBenefits: Signing bonus Training & development Life Skills Specialist - interviewing immediately! ** Must live within 20-25 minutes of Garnet Valley, Bryn Mawr and Drexel Hill, PA. ** Rate: $21/hour Current Schedule: 27 hours/week Monday/Wednesday/Friday: 9/10AM-2-3PM (Garnet Valley) Tuesday/Thursday: 9AM-3PM (Drexel Hill) About us Independence Fitz...
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Behavior Support Specialist
23 hours ago
Downingtown, United States Devereux Advanced Behavioral Health Full timeDescription: Pay-rate: $22.50 - $25.65 (based upon experience) Do you want to join a team of professionals that strives to keep abreast with new research and offers compassionate services designed to uplift and care for the youth population? Do you want to work in an educational setting working with Children and Adolescents? Being a Behavior Support...
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Instructional Support Specialist
3 weeks ago
Downingtown, United States Devereux Advanced Behavioral Health Full timeDescription: **Pay-rate: $17.50 - $19.95** (based upon experience and education) Are you looking for an opportunity to work with children within educational environment that is focused on the most current treatment interventions in the area of Autism? Do you want to join a multi-disciplinary team with a strengths-based approach, emphasizing applied behavior...
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Instructional Support Specialist
2 weeks ago
Downingtown, United States Devereux Advanced Behavioral Health Full timeDescription: Are you looking for an opportunity to work with children within educational environment that is focused on the most current treatment interventions in the area of Autism? Do you want to join a multi-disciplinary team with a strengths-based approach, emphasizing applied behavior analysis and positive behavior supports? If you answered YES to...
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Instructional Support Specialist
6 days ago
Downingtown, United States Devereux Advanced Behavioral Health Full timeDescription: **New pay-rate: $17.50 - $19.95** (based upon experience and education) Are you looking for an opportunity to work with children within educational environment that is focused on the most current treatment interventions in the area of Autism? Do you want to join a multi-disciplinary team with a strengths-based approach, emphasizing applied...
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Life Skills Specialist
1 month ago
Downingtown, United States Independence Fitz You Full timeJob DescriptionJob DescriptionBenefits:Signing bonusTraining & developmentLife Skills Specialist - interviewing immediately!** Must live within 20-25 minutes of Downingtown, PA. **Rate: $22/hourCurrent Schedule:36-38 hours/weekMonday: 8AM-4PMTuesday/Wednesday: 8/9AM-3/4PMThursday/Friday: 8AM-4PMAbout usIndependence Fitz YouGrowing small business owned and...
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Life Skills Specialist
4 weeks ago
Downingtown, United States Independence Fitz You Full timeJob DescriptionJob DescriptionBenefits:Signing bonusTraining & developmentLife Skills Specialist - interviewing immediately!** Must live within 20-25 minutes of Downingtown, PA. **Rate: $22/hourCurrent Schedule:36-38 hours/weekMonday: 8AM-4PMTuesday/Wednesday: 8/9AM-3/4PMThursday/Friday: 8AM-4PMAbout usIndependence Fitz YouGrowing small business owned and...
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Life Skills Specialist
2 weeks ago
Downingtown, United States Independence Fitz You Full timeBenefits: Signing bonus Training & development Life Skills Specialist - interviewing immediately!** Must live within 20-25 minutes of Downingtown, PA. **Rate: $22/hourCurrent Schedule:36-38 hours/weekMonday: 8AM-4PMTuesday/Wednesday: 8/9AM-3/4PMThursday/Friday: 8AM-4PMAbout usIndependence Fitz YouGrowing small business owned and operated by a...
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Life Skills Specialist
3 weeks ago
Downingtown, United States Independence Fitz You Full timeJob DescriptionJob DescriptionBenefits:Signing bonusTraining & developmentLife Skills Specialist - interviewing immediately!** Must live within 20-25 minutes of Downingtown, PA. **Rate: $22/hourCurrent Schedule:36-38 hours/weekMonday: 8AM-4PMTuesday/Wednesday: 8/9AM-3/4PMThursday/Friday: 8AM-4PMAbout usIndependence Fitz YouGrowing small business owned and...
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Bakery Specialist
2 months ago
Downingtown, United States Wegmans Food Markets Full timeAt Wegmans, we strive to help our customers live healthier better lives through food. As a Bakery department coordinator, you’ll work with a team across all areas of the bakery, to deliver incredible service and prepare fresh, great tasting bakery items for our customers. If you have a passion for food, serving customers and working in a fast-paced...
