Client Service Associate- Huntington, West Virginia
3 weeks ago
Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you Essential Duties and Responsibilities Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. Opens new client accounts and researches client and security information using internal databases and other technologies. For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion. Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors with marketing efforts including seminars and other client-facing events. May enter orders at the direction of the Financial Advisor. Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. Performs other duties and responsibilities as assigned. Qualifications Knowledge, Skills, and Abilities Knowledge of Company’s working structure, policies, mission, and strategies. General office practices, procedures, and methods. Investment concepts, practices and procedures used in the securities industry. Financial markets, products and industry regulations. Skill in Client Relationship Management (CRM) software, or similar contact management software. Excel, including developing spreadsheets as needed and for ongoing reporting. Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) Ability to Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Analyze and research account information. Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Identify time sensitive items and assess competing priorities. Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. Handle stressful situations and provide a high level of customer service in a calm and professional manner. Analyze problems and establish solutions in a fast paced environment. Use mathematics sufficient to process account and transaction information. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. Work both independently and as part of a cohesive team. Provide a high level of customer service. Educational/Previous Experience Requirements Education/Previous Experience High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred. OR An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications None required Job: Administrative & Support Services Primary Location: US-WV-Huntington Organization Northern Schedule Full-time Job Shift Day Job Travel No Req ID: 2401507
-
Nephrologist needed near Huntington West Virginia
2 months ago
Huntington, United States All Star Recruiting Full timeNephrologist needed near Huntington West VirginiaJob ID #61696Job DetailsBoard Certified or Eligible in NephrologySalary guarantee for first two yearsMulti-specialty practice locationDialysis Center on campusInpatient and Outpatient servicesAncillary services available on siteH1 visa candidates welcomeCompetitive compensation and benefits packageAll Star...
-
Huntington, United States All Star Recruiting Full timeNephrologist needed near Huntington West VirginiaJob ID #61696Job DetailsBoard Certified or Eligible in NephrologySalary guarantee for first two yearsMulti-specialty practice locationDialysis Center on campusInpatient and Outpatient servicesAncillary services available on siteH1 visa candidates welcomeCompetitive compensation and benefits packageAll Star...
-
Direct Market Manager
4 weeks ago
Huntington, United States ThinkTank LLC Full timeJob DescriptionJob DescriptionThinkTank Telecom, LLC is actively seeking a motivated and entrepreneurial Direct Market Manager to lead our expansion efforts in West Virginia - Huntington. As the cornerstone of our mission to enhance connectivity, your role will focus on enrolling new customers into Lifeline and ACP services, managing inventory, and driving...
-
Direct Market Manager
2 weeks ago
Huntington, United States ThinkTank LLC Full timeJob DescriptionJob DescriptionThinkTank Telecom, LLC is actively seeking a motivated and entrepreneurial Direct Market Manager to lead our expansion efforts in West Virginia - Huntington. As the cornerstone of our mission to enhance connectivity, your role will focus on enrolling new customers into Lifeline and ACP services, managing inventory, and driving...
-
Huntington, United States VISTA Staffing Solutions Full timeCurrently recruiting an Otolaryngologist for a permanent opening in Huntington, West Virginia. Employer Info: 393- bed tertiary center, serving 23-county region and 1 million lives 100+ employed physician group Financially stable, faith-based, 501(c)(3) organization ER: level 2 trauma center; 60,000+ visits per year Hospitalist program: 26-physician...
-
Huntington, West Virginia, United States Hayman Daugherty Associates, Inc Full timePermanent Ophthalmology Position Location: Near Huntington, West Virginia Are you an accomplished Ophthalmologist seeking a permanent position with an independent group that practices located near Huntington, West Virginia? This is your opportunity to join a reputable team and make a significant impact in the field of eye careCertification:Physician must be...
-
Nephrologist needed near Huntington West Virginia
2 months ago
Huntington, WV, United States All Star Recruiting Full timeNephrologist needed near Huntington West Virginia Job ID #61696 Job DetailsBoard Certified or Eligible in NephrologySalary guarantee for first two yearsMulti-specialty practice locationDialysis Center on campusInpatient and Outpatient servicesAncillary services available on siteH1 visa candidates welcomeCompetitive compensation and benefits packageAll Star...
-
Huntington, United States TotalMed Full timeWe are seeking a Technician Radiology Technologist for a travel assignment in Huntington West Virginia. At TotalMed, our aim is to be the last company you ever work with. We prove it, too, with the highest compensation, first day medical benefits, a best in industry 401(K) retirement plan, and fiduciary services offered through Creative Planning. You will...
-
Huntington, United States TotalMed Full timeWe are seeking a Technician Radiology Technologist for a travel assignment in Huntington West Virginia. At TotalMed, our aim is to be the last company you ever work with. We prove it, too, with the highest compensation, first day medical benefits, a best in industry 401(K) retirement plan, and fiduciary services offered through Creative Planning. You will...
-
Endocrinologist needed near Huntington West Virginia
2 months ago
Huntington, United States All Star Recruiting Full timeEndocrinologist needed near Huntington West VirginiaJob ID #61695Job DetailsBoard Certified or Eligible in EndocrinologySalary guarantee for first two yearsEligible for wRVU-based productivity bonus from beginning of employmentMulti-specialty practice location with great Mid-Level supportMulti-disciplinary clinic includes Dietician and Behavioral...
-
Huntington, United States All Star Recruiting Full timeEndocrinologist needed near Huntington West VirginiaJob ID #61695Job DetailsBoard Certified or Eligible in EndocrinologySalary guarantee for first two yearsEligible for wRVU-based productivity bonus from beginning of employmentMulti-specialty practice location with great Mid-Level supportMulti-disciplinary clinic includes Dietician and Behavioral...
-
Huntington, United States All Star Recruiting Full timeElectrophysiologist needed near Huntington West VirginiaJob ID #61694Job DetailsBoard Certified or Eligible in EP CardiologySalary guarantee for first two years100% EP - No general cardiology callEligible for wRVU-based productivity bonus from beginning of employmentJoining a well-established practiceExperienced mid-level supportBusy ER; level 2 trauma...
-
Huntington, United States All Star Recruiting Full timeElectrophysiologist needed near Huntington West VirginiaJob ID #61694 Job Details Board Certified or Eligible in EP Cardiology Salary guarantee for first two years 100% EP - No general cardiology call Eligible for wRVU-based productivity bonus from beginning of employment Joining a well-established practice Experienced mid-level support Busy ER; level 2...
-
Huntington, United States All Star Recruiting Full timeElectrophysiologist needed near Huntington West VirginiaJob ID #61694Job DetailsBoard Certified or Eligible in EP CardiologySalary guarantee for first two years100% EP - No general cardiology callEligible for wRVU-based productivity bonus from beginning of employmentJoining a well-established practiceExperienced mid-level supportBusy ER; level 2 trauma...
-
Huntington, United States All Star Recruiting Full timeElectrophysiologist needed near Huntington West VirginiaJob ID #61694 Job Details Board Certified or Eligible in EP Cardiology Salary guarantee for first two years 100% EP - No general cardiology call Eligible for wRVU-based productivity bonus from beginning of employment Joining a well-established practice Experienced mid-level support Busy ER; level 2...
-
Endocrinologist needed near Huntington West Virginia
2 months ago
Huntington, WV, United States All Star Recruiting Full timeEndocrinologist needed near Huntington West Virginia Job ID #61695 Job DetailsBoard Certified or Eligible in EndocrinologySalary guarantee for first two yearsEligible for wRVU-based productivity bonus from beginning of employmentMulti-specialty practice location with great Mid-Level supportMulti-disciplinary clinic includes Dietician and Behavioral...
-
Huntington, United States All Star Recruiting Full timeOBGYN Hospitalist opening in Northeast Kentucky near Huntington West Virginia and Ohio. JOB# 55044Job Details: Board Certified or Board Eligible OBGYN 6- 24 Hour Shifts per month- Physician can choose to take more shifts Active Kentucky license or Willing to obtain oneFlex Scheduling Available NO CALLMay need to see an emergent GYN Case if needed, but...
-
Huntington, United States All Star Recruiting Full timeOBGYN Hospitalist opening in Northeast Kentucky near Huntington West Virginia and Ohio. JOB# 55044Job Details: Board Certified or Board Eligible OBGYN 6- 24 Hour Shifts per month- Physician can choose to take more shifts Active Kentucky license or Willing to obtain oneFlex Scheduling Available NO CALLMay need to see an emergent GYN Case if needed, but...
-
Licensed Practical Nurse
3 weeks ago
Huntington, United States TotalMed Staffing Full timeWe are seeking a Licensed Practical Nurse Acute Care for a travel assignment in Huntington West Virginia. At TotalMed, our aim is to be the last company you ever work with. We prove it, too, with the highest compensation, first day medical benefits, a best in industry 401(K) retirement plan, and fiduciary services offered through Creative Planning. You will...
-
Licensed Practical Nurse
2 weeks ago
Huntington, United States TotalMed Staffing Full timeWe are seeking a Licensed Practical Nurse Acute Care for a travel assignment in Huntington West Virginia. At TotalMed, our aim is to be the last company you ever work with. We prove it, too, with the highest compensation, first day medical benefits, a best in industry 401(K) retirement plan, and fiduciary services offered through Creative Planning. You will...
