Client Relations Specialist
1 week ago
About Dividend Assets Capital, LLC
Dividend Assets Capital, LLC (DAC) is a fully employee-owned boutique firm specializing in wealth and asset management. We are recognized as one of the leading Registered Investment Advisors in South Carolina, offering a range of wealth management services tailored to families, individuals, institutions, and investment advisors. With over 40 years of expertise in dividend growth investing, our dedicated team is committed to providing clarity and simplicity in our services, helping clients achieve their financial aspirations while safeguarding what matters most to them and their communities.
Position Summary: The Client Services Associate plays a crucial role in supporting client relations, managing office tasks, and assisting portfolio managers to enhance the overall client experience.
Key Responsibilities:
- Handle account administration requests from clients and portfolio managers, addressing inquiries and ensuring all necessary information and documentation are accurate and current.
- Prepare and verify account-related paperwork, maintain up-to-date account information, and organize client files through scanning and systematic management.
- Evaluate daily operations for opportunities for improvement, assist in organizing client events and seminars, and provide administrative support.
- Manage telephone communications, arrange business travel, coordinate client meetings, and maintain files and calendars efficiently.
- Perform additional tasks as required.
Qualifications:
Education: A Bachelor's Degree in business, marketing, finance, or a related field from an accredited institution is required. A Series 65 license is necessary or must be obtained within the first 90 days of employment.
Experience: A minimum of five years of relevant experience in client services is required. Proficiency in Microsoft Office Suite, particularly Word and Excel, is essential.
Core Competencies: Strong analytical and problem-solving skills, innovative thinking, business acumen, excellent written and verbal communication abilities, integrity, client-focused mindset, attention to detail, initiative, organizational skills, effective time management, commitment to lifelong learning, teamwork, adaptability, and a professional demeanor.
Demonstrates DAC's Core Values: Expertise, Commitment to Excellence, Integrity and Humility in Service, Authenticity and Transparency.
-
Client Relations Specialist
2 weeks ago
Ridgeland, South Carolina, United States DIVIDEND ASSETS CAPITAL, LLC Full timeAbout Dividend Assets Capital, LLC Dividend Assets Capital, LLC (DAC) is a fully employee-owned boutique firm specializing in wealth and asset management, dedicated to serving clients with personalized investment strategies. With a legacy of over 40 years in successful dividend growth investing, we focus on providing clarity and simplicity in our services,...
-
Client Relations Specialist
2 weeks ago
Ridgeland, South Carolina, United States DIVIDEND ASSETS CAPITAL, LLC Full timeAbout Dividend Assets Capital, LLC Dividend Assets Capital, LLC (DAC) is a fully employee-owned boutique wealth and asset management firm located in South Carolina's Lowcountry. As one of the leading Registered Investment Advisors in the region, we offer extensive wealth management services and tailor investment strategies for affluent families, individuals,...
-
Client Relations Specialist
1 week ago
Ridgeland, South Carolina, United States DIVIDEND ASSETS CAPITAL, LLC Full timeAbout Dividend Assets Capital, LLC Dividend Assets Capital, LLC (DAC) is a fully employee-owned boutique wealth and asset management firm located in South Carolina's Lowcountry. As one of the largest Registered Investment Advisors in the state, we offer comprehensive wealth management services and tailored investment strategies for families, individuals,...
-
Client Support Coordinator
1 week ago
Ridgeland, South Carolina, United States Dividend Assets Capital Full timeJob OverviewAbout Dividend Assets Capital, LLCDividend Assets Capital, LLC (DAC) is a fully employee-owned boutique firm specializing in wealth and asset management, dedicated to serving a diverse clientele including families, individuals, institutions, and investment advisors. With a legacy of over 40 years in successful dividend growth investing, we are...
-
Client Support Coordinator
1 week ago
Ridgeland, South Carolina, United States Dividend Assets Capital Full timeJob OverviewAbout Dividend Assets Capital, LLCDividend Assets Capital, LLC (DAC) is a fully employee-owned boutique firm specializing in wealth and asset management, situated in a prime location in South Carolina. As one of the foremost Registered Investment Advisors in the region, we offer extensive wealth management services and tailored investment...
-
Agricultural Equipment Service Specialist
2 weeks ago
Ridgeland, South Carolina, United States gpac Full timePosition Overview A prominent multi-location agricultural equipment dealership is seeking a skilled Agricultural Equipment Service Specialist. This role is essential for ensuring customer satisfaction through high-quality service and repairs. The specialist will conduct diagnostics, maintenance, and repair work on both customer-owned and dealership-owned...
-
Client Support Specialist
2 weeks ago
Ridgeland, South Carolina, United States Family Dollar Full timeJoin Our Team at Family DollarAs a Customer Care Associate, you will play a vital role in ensuring customer satisfaction. Your responsibilities will include:Delivering Outstanding Service: Engage with customers warmly and assist them in choosing the right products.Transaction Management: Efficiently handle cash register operations and provide accurate...
-
Fleet Maintenance Specialist
2 weeks ago
Ridgeland, South Carolina, United States Beaufort Jasper Full timeBecome a Fleet Maintenance Specialist with Beaufort JasperWe are seeking a meticulous individual to oversee the upkeep of our vehicle fleet and provide support for delivery services as necessary. This role requires a high school diploma or equivalent, along with one to two years of relevant experience. A valid SC driver's license is essential, and a...
-
Maintenance Specialist
2 days ago
Ridgeland, South Carolina, United States Beaufort Jasper Full timeJob SummaryThe Maintenance Technician is a key member of the Beaufort Jasper team, responsible for ensuring the smooth operation of our facilities. This role involves a range of tasks, from routine maintenance to troubleshooting and repair.Key ResponsibilitiesMaintenance and RepairConduct regular inspections of premises and equipment to identify potential...
-
Lead Equity Research Specialist
2 weeks ago
Ridgeland, South Carolina, United States Dividend Assets Capital Full timeJob OverviewAbout Dividend Assets Capital, LLCDividend Assets Capital, LLC is a distinguished employee-owned boutique firm specializing in wealth and investment management, located in South Carolina's picturesque Lowcountry. With a legacy spanning over 40 years in successful dividend growth investing, our team comprises seasoned professionals dedicated to...
-
Floor Maintenance Specialist
1 week ago
Ridgeland, South Carolina, United States Compass Group Careers Full timeJob SummaryJob Title: Floor TechnicianJob Type: Full-time and Part-timeLocation: NationwideJob Description:Key ResponsibilitiesMaintain and restore hard-surface floors, including stripping and refinishing, burnishing, spray cleaning, and spray buffing.Operate various types of industrial floor care equipment, including automated equipment for cleaning large...
-
Hospice Clinical Liaison Specialist
21 hours ago
Ridgeland, South Carolina, United States FC Compassus LLC Full timeJob SummaryThe Hospice Clinical Liaison is a key member of the Compassus team, responsible for promoting the company's values and philosophy while providing exceptional care to patients and their families. This role requires strong communication and interpersonal skills, as well as the ability to work effectively with healthcare professionals and community...
-
Marketing and Communications Intern
2 weeks ago
Ridgeland, South Carolina, United States Dividend Assets Capital Full timeJob OverviewCompany Overview: Dividend Assets Capital, LLC is a distinguished employee-owned firm specializing in wealth management and investment strategies. With a legacy of over 40 years in successful dividend growth investing, we offer tailored investment solutions and comprehensive wealth management services. Our dedicated team is committed to providing...
-
Construction Laborer
3 days ago
Ridgeland, South Carolina, United States Adams Outdoor Full timeJob SummaryAdams Outdoor is seeking a skilled and safety-conscious individual to join our team as a Construction Employee. This role involves installing posters and bulletins, as well as performing maintenance tasks to ensure the physical structure and surrounding property are well-maintained.Key ResponsibilitiesInstallation and Maintenance: Install posters...
-
Unit Custodial Director
3 days ago
Ridgeland, South Carolina, United States Compass Group Careers Full timeJob SummaryWe are seeking a highly skilled and experienced Unit Custodial Director to join our team at Compass Group Careers. As a key member of our facility management team, you will be responsible for ensuring the overall cleanliness, sanitation, and security of assigned buildings on a K-12 campus.Key Responsibilities:Lead and Coordinate Janitorial...
-
Client Relationship Specialist
2 weeks ago
Ridgeland, Mississippi, United States Renasant Full timeClient Relationship SpecialistJob IDJob LocationsUS-MS-RidgelandOverviewThe role of a Client Relationship Specialist is pivotal in ensuring a premier customer experience. This position is centered around customer service and proactive sales, engaging both current and potential clients to assess and fulfill their financial requirements. By embodying Renasant...
-
Client Relations Specialist
2 weeks ago
Ridgeland, Mississippi, United States Domino's Franchise Full timeBecome a part of our dynamic team as a Customer Support Associate at Domino's Franchise!In this role, you will serve as the initial point of contact for customers reaching out to our locations. Your cheerful disposition and approachable nature are essential in fostering a positive experience for our clientele. You will receive comprehensive training on our...
-
Hydrology Project Specialist
2 weeks ago
Ridgeland, Mississippi, United States Garver Full timeThis position is for a Hydrology Project Specialist with the company.Key Responsibilities:Conducting hydrologic and hydraulic (H&H) simulations for various water bodies, including streams, rivers, and drainage systems. Developing comprehensive reports, studies, and designs pertinent to hydrologic and hydraulic evaluations. Collaborating with senior H&H...
-
Construction Materials Testing Specialist
2 days ago
Ridgeland, Mississippi, United States Thompson Engineering Full timeAbout the RoleThompson Engineering is seeking a highly skilled Construction Materials Testing Specialist to join our team. As a key member of our team, you will be responsible for ensuring the quality and integrity of construction materials on various projects.Key ResponsibilitiesConduct daily inspections and testing of construction materials to ensure...
-
Cloud Architecture Specialist
2 weeks ago
Ridgeland, Mississippi, United States HORNE LLP Full timePosition Overview HORNE LLP, a prominent accounting and consulting firm in the Southeast, is on the lookout for a motivated individual who thrives on assisting organizations in embracing the forthcoming wave of technological advancements and transformations. The Cloud Architecture Specialist will take charge of crafting innovative technology solution...
-
Claims Concierge Specialist
4 days ago
Ridgeland, Mississippi, United States Morgan White Group Full timeJob DescriptionThe Claims Concierge Specialist is a key role within the Morgan White Group, responsible for providing exceptional customer service and support to our clients throughout the claims process.Key Responsibilities:Maintain a high level of customer satisfaction by responding to inquiries and resolving issues in a timely and professional...
-
Construction Materials Testing Specialist
2 days ago
Ridgeland, Mississippi, United States Thompson Engineering Full timeJob SummaryThompson Engineering is seeking a skilled Construction Materials Testing Specialist to join our team. As a key member of our team, you will be responsible for ensuring the quality and integrity of construction materials on our projects.Key ResponsibilitiesConduct daily oversight of construction materials testing and inspection on project sites to...
-
Ridgeland, Mississippi, United States Kinetic Staffing Full timeJob OverviewKinetic Staffing is looking for a Employee Benefits and Compensation Specialist to join our team. This position merges the responsibilities of benefits management and workers' compensation oversight, demanding a high level of accuracy and expertise in payroll systems.Primary Responsibilities:Conduct monthly reconciliations of employee benefit...
-
IT Support Specialist
2 weeks ago
Ridgeland, Mississippi, United States Virginia Farm Bureau Mutual Full timePosition Overview: We are seeking a dedicated individual with a strong work ethic and a positive demeanor to join our team as an IT Support Specialist. The ideal candidate will excel in teamwork, customer service, and possess exceptional communication abilities. Key Responsibilities:Handle incoming Help Desk support requests and escalate issues to...
-
Claims Support Specialist
1 week ago
Ridgeland, Mississippi, United States Morgan White Group Full timeJob OverviewThe Claims Support Specialist plays a crucial role within the Claims Department, reporting directly to the Claims Department Manager. This position is classified as nonexempt and operates in a dynamic environment.KEY RESPONSIBILITIES:The Claims Support Specialist serves as a key advocate for clients throughout the claims process. This role is...
-
Claims Support Specialist
1 week ago
Ridgeland, Mississippi, United States Morgan White Group Full timeJob OverviewThe Claims Support Specialist plays a crucial role within the Claims Department, serving as a key resource for clients throughout the claims process.PRIMARY RESPONSIBILITIES:This position acts as a liaison for our clients, ensuring that their inquiries are addressed promptly and effectively. The Claims Support Specialist is dedicated to...
-
Claims Support Specialist
2 weeks ago
Ridgeland, Mississippi, United States Morgan White Group Full timeJob OverviewThe Claims Support Specialist is a vital member of the Claims Department, working under the supervision of the Claims Department Manager. This role is designed to assist clients throughout the claims process, ensuring a seamless experience.KEY RESPONSIBILITIES:The Claims Support Specialist acts as a liaison for our clients, addressing inquiries...
-
IT Systems Specialist
2 weeks ago
Ridgeland, Mississippi, United States BankPlus Full timeBankPlus is looking for a skilled professional to become a part of our dynamic team as a Technical Services Specialist. In this role, you will play a crucial part in addressing the technological requirements of the bank by assessing, implementing, and resolving issues related to hardware and software. Key Responsibilities:Assess and deploy hardware,...
-
Customer Experience Specialist I
3 weeks ago
Ridgeland, United States BankPlus Full timeCustomer Experience Specialist I - Operations, Ridgeland, MS Ridgeland, MS, USA Req #1782 Monday, August 19, 2024 At BankPlus, we strive to add value for our employees, customers and shareholders. We are a high-performing TEAM committed to fulfilling promises, building lasting relationships, and making dreams come true. General Position Scope: The Customer...
-
Trainee - Hearing Healthcare Specialist
2 weeks ago
Ridgeland, Mississippi, United States Beltone Full timeExciting Career Opportunity at BeltoneBecome a part of our dedicated team at Beltone, a prominent provider in auditory technology and patient support. We are on the lookout for enthusiastic individuals eager to grow their careers in the healthcare sector and make a positive impact on the lives of others.Primary Responsibilities:Acquire skills to assess and...
-
Consumer Loan Specialist
2 days ago
Ridgeland, Mississippi, United States CURO Financial Technologies Full timeJob SummaryWe are seeking a highly motivated and customer-focused Consumer Loan Specialist to join our team at CURO Financial Technologies. As a Consumer Loan Specialist, you will play a critical role in assisting customers with their financial needs, providing exceptional customer service, and driving business growth.Key ResponsibilitiesCustomer Service:...
-
Claims Processing Specialist
1 week ago
Ridgeland, Mississippi, United States Morgan White Group Full timeCareer Opportunity at Morgan White GroupThe Claims Processing Specialist will undertake a variety of responsibilities within the Claims Department at Morgan White Group.PRIMARY DUTIES:Execute multiple check-related functions including runs, refunds, and void transactions.Collaborate with various departments and external stakeholders for payment processing...
-
Claims Processing Specialist
2 weeks ago
Ridgeland, Mississippi, United States Morgan White Group Full timeCareer Opportunity at Morgan White GroupThe Claims Processing Specialist will undertake a variety of responsibilities within the Claims Department at Morgan White Group.PRIMARY DUTIES:Execute various check-related functions including runs, refunds, and voids.Collaborate with multiple departments and external entities for payment processing and...
-
Fiber Optic Installation Specialist
2 weeks ago
Ridgeland, Mississippi, United States Fiber Optic Solutions LLC Full timeJob OverviewThe Fiber Optic Installation Specialist plays a crucial role in the deployment and maintenance of fiber optic networks. This position encompasses a variety of responsibilities that cater to both commercial and residential projects.Key ResponsibilitiesDiagnose, repair, and install fiber optic systems to ensure optimal functionality.Inspect and...
-
Paralegal Specialist
22 hours ago
Ridgeland, Mississippi, United States Markow Walker, P.A. Full timeJob Summary:We are seeking a highly skilled and detail-oriented Paralegal Specialist to join our team at Markow Walker, P.A. Law Firm. As a key member of our Workers' Compensation team, you will be responsible for providing administrative support to our attorneys and assisting with various tasks related to case management.Key Responsibilities:e-Filing and...