Financial Support Associate

6 days ago


Charleston, West Virginia, United States Simplex Full time

About the Role:
We are seeking a skilled Client Service Associate to join our team at Simplex. In this role, you will work closely with our financial advisors to provide exceptional client support and help drive business growth. This is a hybrid position, requiring 3 days in the office and 2 days working from home, with an initial 90-day training period. As a key member of our team, you will have the opportunity to develop your skills and expertise in client service and financial support.

Responsibilities:
- Provide administrative support to multiple financial advisors, including establishing new accounts, asset transfers, and money movements.- Manage a high volume of emails, calls, and/or tasks with a positive attitude.- Monitor daily transaction activity, including deposits, withdrawals, and receipt of securities.- Establish client profiles and open new accounts.- Collaborate with financial advisors to offer an exceptional client experience.- Generate tax reports and collaborate with outside professionals as needed.

Requirements:
- 1-2 years experience in a client service support role.- Exposure to Financial Services.- Strong analytical and problem-solving skills.- Ability to maintain confidentiality and handle sensitive information.- Proficiency in Microsoft Office and CRM software.- Bachelor's degree required.

Benefits:
- Competitive salary range: $65,000 - $85,000 per year based on location.- Opportunities for career growth and professional development.- Collaborative and dynamic work environment.



  • Charleston, West Virginia, United States Wagner Insurance and Financial Services Full time

    Key ResponsibilitiesWe are seeking a Financial Services Associate to join our team at Wagner Insurance and Financial Services. In this role, you will be responsible for marketing insurance products, developing leads, and building strong relationships with clients.You will work closely with our agents to identify client needs, develop personalized solutions,...


  • Charleston, West Virginia, United States Star USA Federal Credit Union Full time

    About the RoleAs a Financial Services Associate at Star USA Federal Credit Union, you will play a critical role in providing exceptional service to our members while supporting the financial services operations of our branches.Your primary responsibilities will include:Providing assistance with financial services, including direct deposits, account openings,...


  • Charleston, West Virginia, United States Star USA Federal Credit Union Full time

    Job DescriptionWe are seeking a highly skilled Financial Services Associate to join our team at Star USA Federal Credit Union. This role involves providing exceptional customer service, handling direct deposit needs, and offering support with various financial products and services.The successful candidate will be responsible for transactions, account...


  • Charleston, West Virginia, United States West Virginia Department of Transportation Full time

    Accounting Support Role:We are seeking a skilled and organized individual to join our team as a Transportation Financial Associate. As a member of our district comptroller office, you will be responsible for performing a range of accounting tasks, including routine posting and adjusting to the general ledger, processing claims and invoices, and reviewing...


  • Charleston, West Virginia, United States Raymond James Financial Incorporated Full time

    Job Summary:Celebrating a rich history of service and excellence in the financial services industry, Raymond James is seeking a dynamic Client Service Associate to join our team. This essential role provides high-quality administrative support to Financial Advisors, their clients, and branch staff members.This position requires a motivated individual with...


  • Charleston, West Virginia, United States WesBanco Bank, Inc. Full time

    Job OverviewThe Financial Services Associate role is ideal for individuals who enjoy working in a fast-paced environment, building strong relationships with customers, and staying up-to-date with industry trends and developments.Main Responsibilities:Customer Engagement: Develop and maintain strong relationships with customers, understanding their needs and...

  • Financial Leader

    3 weeks ago


    Charleston, West Virginia, United States West Virginia Health Care Association Full time

    We are seeking a Financial Leader for the West Virginia Health Care Association.The estimated annual salary for this position is $85,000 - $110,000 depending on experience.About the Job:This is a senior leadership role responsible for the management and oversight of the financial matters of the association. You will be in charge of coordinating the...


  • Charleston, West Virginia, United States Manpower Group Inc. Full time

    Job Description: In this role, you will assist with FAFSA applications, provide expert guidance on financial aid counseling, and support loan counseling while maintaining accurate student records.


  • Charleston, West Virginia, United States Star USA Federal Credit Union Full time

    About the RoleWe are seeking a highly skilled Customer Service Representative to join our team at Star USA Federal Credit Union. The successful candidate will possess excellent communication and interpersonal skills, with the ability to work effectively in a fast-paced environment.In this role, you will be responsible for providing exceptional service to our...


  • Charleston, West Virginia, United States Lead Advisor Full time

    About Lead AdvisorLead Advisor is a respected wealth management recruiting and consulting firm. This role is for one of our esteemed clients in a regional hub.We are seeking a talented Financial Planning AssociateOur client, a well-established financial planning firm based in the region, is hiring a Financial Planning Associate.The successful candidate will...


  • Charleston, West Virginia, United States Manpower Group Inc. Full time

    Job Overview:As a Financial Aid Assistant at Manpower Group Inc., you will play a vital role in supporting students and parents navigate the financial aid process. This position offers valuable hands-on experience within a dynamic team environment.">Assist with FAFSA, tax documents, and financial aid counseling to ensure timely and accurate processing of...


  • Charleston, West Virginia, United States West Virginia Department of Education Full time

    We are seeking a reliable and flexible individual to fill the role of Custodial Support Associate in Tucker County Schools. As a custodial support associate, you will be responsible for maintaining the cleanliness and organization of our school facilities, including classrooms, hallways, and restrooms.Your duties may include:Emptying trash and recycling...


  • Charleston, West Virginia, United States CAMC Health System Full time

    Job Title: Patient Support AssociateWe are seeking a compassionate Patient Support Associate to join our team at CAMC Health System in Charleston, WV.Estimated Salary: $38,000 - $48,000 per yearJob Description:Provide direct patient care and support services under the supervision of a Clinical Nurse.Assist with administrative tasks, such as ordering supplies...


  • Charleston, West Virginia, United States Edward Jones Full time

    Job OverviewWe are seeking a highly skilled and motivated individual to join our team as a Financial Services Coordinator. In this role, you will have the opportunity to work closely with clients to understand their financial goals and objectives, and provide tailored solutions to help them achieve success.The ideal candidate will possess excellent...

  • Financial Accountant

    3 weeks ago


    Charleston, West Virginia, United States TAX PROS PLUS LLC Full time

    Job OverviewTax Pros Plus LLC is seeking a skilled Financial Accountant to record financial transactions, including purchases, sales, receipts and payments. This role requires interaction and coordination with multiple clients to ensure proper accounting treatment, execution of accounting functions, and reporting of results.Key ResponsibilitiesRecord...


  • Charleston, West Virginia, United States Mr Handyman Full time

    Join Our Support TeamWe are looking for a talented and customer-oriented Support Team Associate to join our team. As a Support Team Associate, you will be responsible for providing top-notch support to our customers and resolving their queries in a timely and professional manner.Main ResponsibilitiesRespond to customer inquiries via phone, email, and...


  • Charleston, West Virginia, United States Star USA Federal Credit Union Full time

    Job DescriptionKey Responsibilities:Assist with direct deposit needs and other authorized services.Process transactions of the cash teller, open accounts, and answer telephones.Balance ATM's, prepare and issue money orders, and process traveler's checks and gift cards.Act as a receptionist and provide backup for Branch Associates.Market and cross-sell all...


  • Charleston, West Virginia, United States Simplex Full time

    About the RoleThis Client Service Associate role is a key position within Simplex, requiring a high level of professionalism, organization, and attention to detail. If you are a motivated individual with excellent communication skills and experience in client-facing roles, we encourage you to apply.Key SkillsClient service support.Financial services...


  • Charleston, West Virginia, United States CAMC Health System Full time

    Job Summary:We are seeking a Support Services Associate to join our team at CAMC Health System. This role involves providing administrative support to the staff, manager, and Director of assigned department(s), ensuring timely, effective, and accurate secretarial and clerical services.Responsibilities:Provide support to the Department through the performance...


  • Charleston, West Virginia, United States W M Woodward MD PA Full time

    About the RoleWe are currently seeking a talented Radiology Department Support Associate to join our team at W M Woodward MD PA. This is an exciting opportunity to work in a fast-paced environment and contribute to the delivery of exceptional patient care.Compensation PackageThe estimated annual salary for this position is $40,000 - $50,000, with a...