Financial Services Associate
3 weeks ago
We are seeking a skilled Financial Services Associate to join our team at Beacon Pointe Advisors. The ideal candidate will assist in client advisory, investment management, and administrative aspects of client service.
This role involves frequent communication with clients and internal associates, serving as a liaison to firm professionals and clients services associates in the research, review, and execution of sensitive and/or high-priority investment-related tasks.
The successful candidate will provide direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning, coordinating timely investment processes of new client accounts within internal guidelines.
Responsibilities will include developing an in-depth understanding of portfolio construction and risk management, communicating with separate account managers regarding client service issues, and participating in team projects to streamline firm policies and procedures.
Requirements include a four-year college degree in Finance, Business, or Economics, with proficiency in Microsoft Office applications and the ability to excel in a fast-paced team environment.
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide, providing clear and objective investment advice to a diverse group of clients.
Our advisors' extensive expertise and strong commitment to our clients have earned us numerous awards, including recognition by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, and Barron's.
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Sales Associate
4 weeks ago
Richmond Heights, Missouri, United States Chico's Full timeJob Title: Sales AssociateChico's FAS, Inc. is seeking a highly motivated and customer-focused Sales Associate to join our team. As a Sales Associate, you will play a key role in delivering exceptional customer service and driving sales growth in our stores.Key Responsibilities:Provide exceptional customer service and ensure a positive shopping experience...
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Sales Associate
4 weeks ago
Richmond Heights, Missouri, United States Chico's Full timeJob Title: Sales AssociateWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Chico's FAS, Inc.Job Summary:The Sales Associate is responsible for providing exceptional customer service, maintaining a positive and engaging store environment, and driving sales growth through effective sales techniques and product...
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Customer Service Branch Associate
3 weeks ago
Maryland Heights, Missouri, United States Sherwin-Williams Full timeJob SummaryThe Branch Associate is responsible for receiving and preparing orders, as well as safely moving, loading, and delivering products. This position also involves providing customer service and operating tinting, mixing, and color matching equipment as needed.This role requires working at Automotive Branch #9307, located at 221 Millwell Dr, Maryland...
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Sales Associate
3 weeks ago
Richmond Heights, Missouri, United States Lovisa Full timeAbout the Sales Associate PositionWe're seeking a motivated and friendly worker to represent Lovisa in a sales role. As a Sales Associate, you'll be responsible for maintaining a positive customer experience and contributing to the success of our store.Sales Associate ResponsibilitiesStay informed of current store offerings, including products and...
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Sales Associate
4 weeks ago
Richmond Heights, Missouri, United States Rally House Full timeJob Title: Seasonal Sales Associate About the Role: As a Seasonal Sales Associate at Rally House, you will be an integral part of creating a fun and engaging shopping experience for our customers. You will be responsible for maintaining a thorough knowledge of our products, ensuring that they are merchandised in a visually appealing way, and providing...
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Insurance and Financial Services Representative
3 weeks ago
Maryland Heights, Missouri, United States David Wiese - State Farm Agency Full timepAt David Wiese - State Farm Agency, we are seeking a skilled Licensed Insurance Sales Professional to join our team. As a full-time representative, you will be responsible for developing leads, scheduling appointments, and identifying customer needs to market appropriate products and services./ppbKey Responsibilities:/b/pulliDevelop leads and schedule...
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Food Service Associate
3 weeks ago
Maryland Heights, Missouri, United States AEG Full timeJob Summary: We are seeking a highly motivated and detail-oriented Food Service Associate to join our team as a Concession Stand Attendant. As a key member of our event staff, you will be responsible for delivering exceptional customer service and ensuring a seamless experience for our guests.Key Responsibilities:Work collaboratively with cashiers and...
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Financial Planning Manager
4 weeks ago
Maryland Heights, Missouri, United States Spectrum Full timeJob Title: Client Financial Forecasting ManagerSpectrum's Product and Technology team is seeking a highly skilled Client Financial Forecasting Manager to lead a team of analysts in coordinating and monitoring SET client budgets and reforecasts. This role requires expert-level understanding of organizational structure, funding, policies, and operations.Key...
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Financial Forecasting Manager
4 weeks ago
Maryland Heights, Missouri, United States Charter Communications Full timeJob SummaryWe are seeking a highly skilled Financial Forecasting Manager to lead our team of analysts in coordinating and monitoring SET client budgets and reforecasts. This role requires expert-level understanding of organizational structure, funding, policies, and operations, as well as the ability to recommend solutions to improve general business...
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SAS Retail Services Representative
3 weeks ago
Maryland Heights, Missouri, United States SAS Retail Services Full time**Why Choose SAS Retail Services?**We're part of the largest retail services company in the US, working with major consumer brands in Walmart stores.As a SAS Retail Services Representative, you'll play a key role in ensuring the latest brands and products are where they need to be.Our team members are friendly and personable with store associates and...
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Seasonal Team Associate
4 weeks ago
Richmond, Missouri, United States Walmart Full timeJob OverviewAs a Seasonal Team Associate at Walmart, you will play a critical role in moving seasonal merchandise throughout the store. This is a full-time opportunity that requires product knowledge, problem-solving skills, and merchandise expertise.Key Responsibilities:Move seasonal merchandise throughout the storeWork effectively in a fast-paced...
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Customer Service Representative
4 weeks ago
Richmond, Missouri, United States H&R Block Full timeAt H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.We strive to continuously improve our business and have...
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Customer Service Branch Associate
4 weeks ago
Maryland Heights, Missouri, United States Sherwin-Williams Full timeJob DescriptionThe Branch Associate is responsible for receiving and preparing orders, as well as safely moving, loading, and delivering products. This position is also expected to provide customer service and operate tinting, mixing and color matching equipment, as needed.Key ResponsibilitiesPrepare orders for delivery or pickup according to schedule (load,...
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Customer Service Branch Associate
4 weeks ago
Maryland Heights, Missouri, United States The Sherwin-Williams Company Full timeJob SummaryThe Branch Associate is responsible for receiving and preparing orders, as well as safely moving, loading, and delivering products. This position is also expected to provide customer service and operate tinting, mixing and color matching equipment, as needed.The individual selected for this role will be expected to work at Automotive Branch #9307,...
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Accounting Associate
4 weeks ago
Maryland Heights, Missouri, United States Blackmore and Glunt, Inc. Full timeWe are a family-owned company dedicated to providing excellent customer service to our clients. Our mission is to create a relaxed and collaborative office environment where our employees can thrive. If you are looking for a full-time position that offers a great work-life balance and competitive compensation, we encourage you to apply. As an Accounting...
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Financial Analyst
4 weeks ago
Maryland Heights, Missouri, United States Lumeris Full timeJob Title: Principal Financial Analyst - Value Based EnablementIn order to apply for a position at Lumeris, you must create an account using your email address and a password of your choosing. This account will allow you to receive notifications each step of the way through the job application process. With these updates, you'll never have to wonder where...
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Food Service Associate
3 weeks ago
Maryland Heights, Missouri, United States Compass Group USA Full timeJob Summary: We are seeking a skilled Food Service Worker to join our team at Compass Group USA. As a key member of our team, you will be responsible for preparing and serving high-quality food to our customers.Key Responsibilities:Prepare and cook a variety of foods, including meats, vegetables, and baked goods.Assist with catering orders and perform...
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Customer Experience and Outreach Team Lead
4 weeks ago
Richmond Heights, Missouri, United States Crate and Barrel Full timeAbout the RoleWe're seeking a highly motivated and customer-focused individual to join our team as a Team Leader, Customer Experience & Outreach. As a key member of our sales floor team, you will be responsible for leading a team of sales associates and providing exceptional customer service to drive sales and achieve business results.Key...
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Operations Team Lead
3 weeks ago
Richmond Heights, Missouri, United States Crate and Barrel Full timeAbout the Role:We're seeking a driven professional with an inclusive mindset to lead our team as a Team Leader, Customer Experience & Outreach.Key Responsibilities:Lead designated functional team and manage associate workload as determined in partnership with the Assistant Store Leader.Coach associates on exceptional performance and maintain a strong visible...
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Senior Financial Analyst
4 weeks ago
Maryland Heights, Missouri, United States Lumeris Full timeJob Summary:As a Senior Financial Analyst - Value Based Enablement at Lumeris, you will serve as the subject matter expert and primary partner for financial needs across assigned functions and workflows. You will use a combination of tools, techniques, and technologies to generate, review, report, and interpret complex data used across the organization. Your...