Financial Services Associate
16 hours 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
2 weeks ago
Richmond Heights, Missouri, United States Knitwell Group Full timeAbout UsAt Knitwell Group, we're passionate about empowering women to express their authentic selves through fashion. Our mission is to provide modern, feminine, and versatile clothing that makes women feel confident and beautiful.Job OverviewWe're seeking a highly motivated and customer-focused Sales Associate to join our team. As a Sales Associate, you...
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Sales Associate
1 week 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
1 week 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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Sales Associate
1 week ago
Richmond Heights, Missouri, United States The Cookie Place Inc Full timeJob Profile: Sales AssociateLocation: Governor's Square MallReports To: Store Manager/Assistant Manager/Shift LeaderPosition PurposeAt The Cookie Place, Inc., the Sales Associate plays a vital role in delivering an exceptional customer experience. As the face of the company, their primary focus is to create a fun and engaging atmosphere for every guest....
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Customer Service Branch Associate
20 hours 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
24 hours 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 Forever 21, Inc. Full timeJob SummaryThe Sales Associate is a key member of our team, responsible for delivering exceptional customer experiences and showcasing our brand's passion and expertise.Key ResponsibilitiesDevelop and maintain a deep understanding of our brand's products and servicesProvide personalized assistance to customers, ensuring their needs are met and...
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Sales Associate
1 week 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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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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Customer Service Representative
1 week ago
Richmond Heights, Missouri, United States The UPS Store #3083 Full timeJob SummaryThe UPS Store #3083 is seeking a highly skilled and customer-focused Part-Time Center Associate to join our team. As a key member of our retail team, you will be responsible for delivering exceptional customer service, processing packages for courier shipment, and operating various equipment and devices.Key ResponsibilitiesCustomer Service:...
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Financial Forecasting Manager
1 week ago
Maryland Heights, Missouri, United States Spectrum Full timeAbout the RoleWe are seeking a highly skilled Financial Forecasting Manager to lead our team of analysts in coordinating and monitoring SET client budgets and reforecasts. As a subject matter expert in financial and business analysis and forecasting processes, you will work closely with business stakeholders and financial planners to analyze funding...
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Customer Service Representative
2 months ago
Maryland Heights, Missouri, United States Blackmore and Glunt, Inc. Full timeCustomer Service RepresentativeWe are seeking a highly skilled and dedicated Customer Service Representative to join our team at Blackmore and Glunt, Inc. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Respond to customer...
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Financial Planning Manager
1 week 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
1 week 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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Customer Service Branch Associate
4 weeks ago
Maryland Heights, Missouri, United States The Sherwin-Williams Company Full timeJob SummaryWe are seeking a highly motivated and customer-focused Branch Associate to join our team at The Sherwin-Williams Company. As a Branch Associate, you will be responsible for providing exceptional customer service, preparing orders for delivery or pickup, and operating warehouse vehicles and equipment.Key ResponsibilitiesPrepare orders for delivery...
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SAS Retail Services Representative
22 hours 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
6 days 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
5 days 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
1 week 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
6 days 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,...