Wealth Services Support Specialist

3 days ago


Queens Village, New York, United States Flagstar Bank Full time
Job Overview

We are seeking a highly skilled and detail-oriented Wealth Services Support Specialist to join our team at Flagstar Bank.

Key Responsibilities
  • Provide administrative support to one or more Financial Consultants (FC) in executing their sales strategy.
  • Work with assigned FC(s) to manage their book of business, including scheduling appointments and interacting with clients on service inquiries.
  • Process transactions related to client accounts and prepare financial reports to track team progress towards goals.
Requirements
  • HS Diploma, GED or Foreign Equivalent required.
  • Licenses: Life, Health and Accident, Variable Annuity, Series 7, Series 63 or Series 66 within specified timeframes.
  • 1 year experience as an administrative assistant or comparable investment & insurance industry position.
  • Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction.
  • Positive attitude with exceptional operational skills.
  • Service oriented and able to work well with branch employees and bank customers.
  • Demonstrated ability to work well in a team environment.
  • Demonstrated ability to follow company policies, guidelines and procedures.
  • Strong written and verbal communication skills to include phone skills.
  • Strong organizational and prioritizing skills with close attention to detail.

The estimated salary for this role is $50,000 - $60,000 per year, depending on location and experience. We offer a competitive benefits package, including health, dental, and vision insurance, 401(k) matching, and paid time off.



  • Queens, New York, United States The Family Support Center Full time

    Join Our Team of Support SpecialistsThe Center for Family Support (CFS) is committed to providing exceptional support and care to individuals with developmental and related disabilities. We are seeking qualified professionals to fill positions as Direct Support Professionals in New York City. As a DSP, you will be responsible for supporting individuals with...


  • Queens Village, New York, United States Transitional Services For New York Inc Full time

    Job Title: Rehabilitation Services SpecialistCompany Overview:Transitional Services for New York, Inc. is a non-profit mental health agency providing a continuum of rehabilitative services to enrich the lives of those recovering from mental illness.Salary:$40,040 per year or $22 per hour.Job Description:We are seeking a skilled Rehabilitation Services...


  • Queens Village, New York, United States PrideStaff Full time

    PrideStaff is seeking a highly skilled and customer-focused Phone Support Specialist to join our team! As a Phone Support Specialist, you will be responsible for providing exceptional customer service and support to our clients.About the Role:Answer inbound calls from customers in a professional and courteous manner.Research information using multiple...


  • Queens Village, New York, United States Institute for Comm Living Full time

    Job Description**Job Summary**: We are seeking a skilled Client Support Specialist to join our team at the Institute for Comm Living. As a key member of our community-based program, you will work closely with consumers living in independent apartments to support their overall well-being and independence.**Key Responsibilities:Provide supportive services to...


  • Queens Village, New York, United States QSAC, Inc. Full time

    Job SummaryQSAC, Inc. is hiring for a Behavior Intervention Specialist to conduct, assess, and develop behavior support plans for individuals with autism in our Day Habilitation program.ResponsibilitiesMaintain coordination of active treatment services.Develop and monitor monthly goals and objectives.Write and design individual goals, observe goal...


  • Queens, New York, United States Birch Family Services Full time

    Company OverviewBirch Family Services is a reputable organization dedicated to providing exceptional care and support to children. We are seeking a highly skilled Floater Support Specialist to join our team.SalaryThe estimated annual salary for this position is $45,000 - $50,000 based on industry standards and market conditions in the area.Job DescriptionAs...


  • Queens Village, New York, United States Institute for Comm Living Full time

    Job Title: Case Manager-Community Support SpecialistSalary Range: $60,000 - $80,000 per yearAbout the JobThis is a challenging and rewarding opportunity for a skilled mental health professional to join our team as a Case Manager-Community Support Specialist. As a key member of our Institute for Comm Living team, you will play a vital role in supporting...


  • Queens Village, New York, United States Gersh Autism Full time

    About the Role:">We are seeking an experienced and dedicated Educational Support Specialist to join our team at Gersh Autism.">Job Summary:">The Educational Support Specialist will work independently with a school-age student or as part of a team to assist students who are on the Autism Spectrum. This role requires strong communication and organizational...


  • Queens Village, New York, United States Gersh Autism Full time

    Job OverviewGersh Autism is dedicated to providing a supportive environment for children on the autism spectrum. As an Educational Support Specialist, you will play a vital role in helping students reach their full potential.The salary for this position is estimated to be around $45,000 - $55,000 per year, depending on experience and...


  • Queens Village, New York, United States Transitional Services For New York Inc Full time

    Job OverviewTransitional Services for New York, Inc. is a leading provider of mental health services in New York City.About the RoleWe are seeking a compassionate and experienced Peer Respite Worker to join our team at our Queens Village location. The ideal candidate will have experience as a recipient of mental health services and a willingness to share...


  • Queens Village, New York, United States Vivid Mortgages Inc Full time

    About the RoleWe are looking for a highly motivated Financial Services Specialist to support our mortgage lending operations in Queens Village, NY.The ideal candidate will have experience working in mortgage underwriting and be familiar with loan origination processes.


  • Queens Village, New York, United States Transitional Services For New York Inc Full time

    Job SummaryWe are seeking a skilled Night Counselor to join our team at Transitional Services For New York Inc. As a key member of our residential program, you will be responsible for providing oversight and support to our residents during the overnight shift.The ideal candidate will have a strong background in mental health, excellent communication skills,...


  • Queens, New York, United States HealthCare Support Full time

    Job Title: Healthcare Nurse SpecialistThe HealthCare Support organization is seeking a highly skilled Healthcare Nurse Specialist to fill an opening with a large Managed Long Term Care provider in Queens, NY. This role involves evaluating patients' physical, mental, and social conditions through in-person or telehealth...

  • Support Specialist

    4 weeks ago


    Queens Village, New York, United States QSAC, Inc. Full time

    About QSAC, Inc.We are a nonprofit organization dedicated to supporting children and adults with autism in achieving greater independence and realizing their future potential.


  • Queens Village, New York, United States Gem Full time

    About the RoleAs a Customer Service Sales Specialist at Gem, you will play a critical role in ensuring our company culture is maintained by providing exceptional customer service and growing sales and loans.This is a full-time position with an estimated salary of $17.00 per hour. Benefits include 401(k), dental insurance, health insurance, paid time off, and...

  • Support Specialist

    2 days ago


    Queens Village, New York, United States QSAC, Inc. Full time

    About QSAC, Inc.We are a nonprofit organization based in New York City and Long Island, dedicated to supporting children and adults with autism. Our mission is to provide person-centered services that help individuals achieve greater independence and realize their potential.SalaryThe hourly salary for this position is $17.00. We offer competitive pay and...


  • Queens Village, New York, United States Transitional Services For New York Inc Full time

    **Job Summary**We are seeking a skilled Cook/Counselor to join our team at Transitional Services for New York, Inc. in Queens Village, NY.The ideal candidate will possess excellent culinary skills and be able to work effectively with residents to provide healthy meal options.This is a full-time position that offers a competitive salary of $40,040 annually,...


  • Queens Village, New York, United States The Vascular Care Group Full time

    Vascular Care Specialist Needed">We are seeking a skilled and compassionate Medical Assistant to join our team at The Vascular Care Group. As a key member of our clinical team, you will play a vital role in delivering exceptional patient care and contributing to our mission of providing life-changing care for vascular patients.">Key...


  • Queens Village, New York, United States Transitional Services For New York Inc Full time

    Job OverviewWe are seeking a highly skilled and detail-oriented Cook/Counselor to join our team at Transitional Services for New York, Inc. in Queens Village, NY.This is a full-time position that requires a strong commitment to providing exceptional care and support to our residents.Job DescriptionThe ideal candidate will have a high school diploma plus one...


  • Queens Village, New York, United States Transitional Services For New York Inc Full time

    Company OverviewTransitional Services for New York, Inc. is a leading provider of mental health services in New York City. We are committed to helping individuals overcome mental illness and achieve their goals.