Financial Services Associate
2 days ago
We are seeking a highly motivated and detail-oriented Financial Services Associate to join our team at RiversEdge Advisors LLC. As a key member of our financial planning firm, you will play a vital role in supporting our continued growth and delivering exceptional client experiences.
Key Responsibilities:- Client Relationship Management: Collaborate with lead advisors to manage client relationships, deliver personalized financial planning, and investment management services.
- Back-Office Support: Prepare and process Schwab paperwork, assist with financial plan development, and ensure client satisfaction.
- Client Performance Review Meetings: Lead client performance review meetings for investment-only clients.
- Client Account Services: Service client accounts, prepare for and participate in client meetings, and follow up on client meeting action items.
- Financial Analysis: Conduct financial analysis, including cash flow projections, retirement planning, tax planning, and investment analysis.
- Financial Reporting: Prepare financial reports and presentations for client meetings.
- Investment Strategy Implementation: Assist in the implementation of investment strategies and monitor client portfolios.
- Compliance and Documentation: Ensure all documentation is accurately and timely completed, adhering to compliance requirements.
- Client File Maintenance: Maintain organized and up-to-date client files and records.
- Experience: 2+ years of experience in a related field.
- Certifications: Series 65 or equivalent certification required; CFP designation a plus.
- Skills: Excellent written and verbal communication, strong organizational, analytical, and interpersonal skills.
- Education: Pursue relevant certifications and continuing education opportunities to enhance professional knowledge and skills.
- Healthcare Options: Multiple healthcare options available.
- Dental and Vision Options: Dental and vision options available.
- 401(k) Profit Sharing Plan: Firm-paid 401(k) profit-sharing plan.
- Paid Time Off: Paid time off program.
- Personal and Bereavement Leave: Personal and bereavement leave available.
- Hybrid Working Environment: Hybrid working environment with option to work remote on Mondays and Fridays.
- Background Check: A background check will be required.
- Equal Opportunity Employer: RiversEdge Advisors LLC is an Equal Opportunity Employer.
-
Financial Services Professional
6 days ago
Wilmington, Delaware, United States The Maples Group (Financial Services) Full timeAbout The Maples GroupThe Maples Group is a global leader in financial services, trusted by many of the world's largest hedge fund managers, private equity firms, and international corporations.Job OpportunityWe are seeking a highly skilled and experienced professional to join our Structured Finance department as a Client Service Professional.Key...
-
Senior Financial Services Professional
12 hours ago
Wilmington, Delaware, United States The Maples Group (Financial Services) Full timeAbout the RoleThis is an exciting opportunity to join The Maples Group (Financial Services) as a Senior Financial Services Professional in the Structured Finance department. As a key member of the team, you will be responsible for delivering high levels of client service while ensuring compliance with internal policies and procedures.Key Responsibilities...
-
Wilmington, Delaware, United States OneMain Financial Full timeJob Title: Associate Director of Voice Technology ServicesThe Associate Director of Voice Technology Services is a key leadership role responsible for driving the end-to-end delivery of Contact Center Voice Technology solutions. This position requires a strong technical background and leadership skills to develop and execute Interactive Voice Response (IVR)...
-
Financial Services Associate
4 weeks ago
Wilmington, Delaware, United States Edward Jones Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesProvide personalized service to clients,...
-
Financial Associate
3 weeks ago
Wilmington, Delaware, United States WSFS Bank Full timeJob Title: Financial AssociateAt WSFS Bank, we are seeking a highly skilled Financial Associate to join our team. As a Financial Associate, you will play a critical role in providing exceptional client service and administrative support to our Wealth Clients, Advisors, and Vendors.Key Responsibilities:Manage multiple tasks simultaneously, including...
-
Financial Services Coordinator
2 months ago
Wilmington, Delaware, United States Pyxai, Inc. Full timeJob Overview POSITION SUMMARY Pyxai, Inc. is in search of a committed Client Services Associate to assist financial consultants in delivering exceptional service to clients. This role serves as a vital support system for financial professionals, facilitating various tasks that may involve direct client interaction. The ideal candidate will engage in both...
-
Financial Advisor Associate
19 hours ago
Wilmington, Delaware, United States RiversEdge Advisors LLC Full timeRiversEdge Advisors LLC Job OpportunityWe are seeking a highly skilled and motivated Associate Financial Advisor to join our team at RiversEdge Advisors LLC. As a key member of our financial planning team, you will play a vital role in supporting our continued growth and delivering exceptional client service.Key Responsibilities:Client Relationship...
-
Financial Counselor
2 weeks ago
Wilmington, Delaware, United States ChristianaCare Full timeJob SummaryWe are seeking a skilled Financial Counselor to join our team at ChristianaCare. As a Financial Counselor, you will play a critical role in verifying insurance eligibility, preparing price estimates for ambulatory and hospital services, and communicating with patients via email and telephone prior to the date of service. You will also provide...
-
Associate Business Analyst
2 days ago
Wilmington, Delaware, United States OneMain Financial Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Associate Business Analyst to join our team at OneMain Financial. As a key member of our business intelligence team, you will play a critical role in driving business growth and customer outcomes through data-driven insights and strategic recommendations.In this role, you will have the...
-
Financial Services Professional
2 days ago
Wilmington, Delaware, United States Fidelity Investments Full timeFidelity Investments is seeking a talented Financial Consultant to join our team. As a key member of our Investor Center, you will engage with clients, providing personalized guidance and planning to help them achieve their financial goals. **The Role** As a Financial Consultant, you will be responsible for building relationships with clients,...
-
Client Services Associate
2 weeks ago
Wilmington, Delaware, United States Pyxai, Inc. Full timeJob DescriptionOverviewPyxai, Inc. is seeking a dedicated Client Services Associate to support their financial consultants in providing exceptional customer service to their clients. The ideal candidate will act as an assistant to one or more financial professionals, helping with specific tasks that may or may not require interaction with clients.Key...
-
Client Services Associate
4 weeks ago
Wilmington, Delaware, United States Pyxai, Inc. Full timeJob DescriptionAt Pyxai, Inc., we are seeking a highly organized and detail-oriented Client Services Associate to support our financial consultants in delivering exceptional customer service to our clients. As a key member of our team, you will play a vital role in strengthening advisor-client relationships and ensuring client satisfaction.Key...
-
Customer Service Associate
2 weeks ago
Wilmington, Delaware, United States Kelly Services, Inc. Full timeJob Title: Associate Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Associate Customer Service Representative to join our team at Kelly Services, Inc. in Wilmington, DE.Job Summary:The successful candidate will be responsible for providing exceptional customer service to external customers, distributors, and internal...
-
Financial Services Specialist
2 days ago
Wilmington, Delaware, United States The Military Veteran Full timeThe OpportunityJoin a veteran-founded independent fiduciary and private wealth management company that coordinates family-office services and the full-range of investment strategies for individuals, families, and small business owners.Company OverviewTheMilVet is partnered with a company that builds customized financial plans and optimizes public and private...
-
Associate Director, Credit Policy
2 weeks ago
Wilmington, Delaware, United States OneMain Financial Full timeJob SummaryWe are seeking an experienced Associate Director, Credit Policy to join our Credit Pricing & Analytics team in Wilmington, DE. This role will be responsible for designing, recommending, and executing consumer credit underwriting and pricing strategies.Key ResponsibilitiesDevelop and implement credit underwriting and pricing strategies to optimize...
-
Customer Service Associate
3 days ago
Wilmington, Delaware, United States Kelly Services, Inc. Full timeCustomer Service Representative OpportunityWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative at a premier company in Wilmington, DE.Key Responsibilities:Act as the primary customer interface, providing exceptional service and support to clients.Process customer inquiries and resolve issues...
-
Dining Services Associate
4 weeks ago
Wilmington, Delaware, United States Healthcare Services Group Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Dining Services Associate to join our team at Healthcare Services Group. As a key member of our food service team, you will be responsible for providing exceptional customer service and ensuring the highest quality food service is delivered to our residents and clients.ResponsibilitiesAssist in...
-
Client Service Associate
2 weeks ago
Wilmington, Delaware, United States International Search Consultants Full timeClient Service AssociateInternational Search Consultants is seeking a highly skilled Client Service Associate to join their team in Wilmington, DE. As a key member of the Financial Services team, you will be responsible for providing exceptional client service and support to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.Key...
-
Client Service Associate
2 days ago
Wilmington, Delaware, United States International Search Consultants Full time{"title": "Client Service Associate", "description": "Job SummaryInternational Search Consultants is seeking a highly skilled Client Service Associate to join their team in Wilmington, DE. The successful candidate will partner with the Centralized Investment Operations team and West Coast Wealth Advisors to provide exceptional client service and ensure...
-
Financial Advisor
2 weeks ago
Wilmington, Delaware, United States Fidelity TalentSource LLC Full timeJob Title: Financial ConsultantAre you looking for a career that offers stability, growth opportunities, and a chance to make a meaningful impact on people's lives? Look no further than Fidelity Investments, a leading financial services company with a mission to strengthen the financial well-being of our clients.About the RoleWe are seeking a highly...