Fiduciary Services Advisor
5 days ago
This is a great opportunity to manage a book of business with 30-40 high-net-worth families/households, with strong advancement potential.
Responsibilities:
- Assume responsibility for a portfolio of 30-40 families/households, ensuring high-quality service and client satisfaction.
- Actively collaborate as a key member of the service team, engaging directly with clients to address their trust and fiduciary needs.
Salary: $80,000 - $110,000 per year.
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Service Advisor
1 week ago
Louisville, Kentucky, United States Retireone, Inc. Full time**About Us**RetireOne, Inc. is a cutting-edge national Outsourced Insurance Desk for Registered Investment Advisors.We are seeking a highly skilled Service Advisor to join our team and support our partner advisory firms.This position offers a unique opportunity to work in a fast-paced environment and contribute to the growth of our company.Key...
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Auto Service Advisor
3 days ago
Louisville, Kentucky, United States Goodyear Full timeWe are looking for a skilled and dedicated individual to join our team as an Auto Service Advisor in one of our Auto Service centers. In this role, you will play a key part in delivering exceptional service to our guests and helping them achieve their vehicle maintenance goals.About UsGoodyear is one of the world's largest tire companies, employing about...
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Fiduciary Services Coordinator
5 days ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeAbout YouTo be successful in this role, you should possess the following qualifications:Bachelor's degree in accounting or a related business field or equivalent work experience.At least 5 years of banking and/or wealth management experience.Excellent interpersonal communication skills, consisting of the ability to write and speak effectively to others.A...
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Customer Experience Advisor
2 weeks ago
Louisville, Kentucky, United States Ulta Beauty Full timeWe are seeking a highly skilled CUSTOMER EXPERIENCE ADVISOR to join our team at Ulta Beauty. As a key member of our store staff, you will be responsible for creating an exceptional shopping experience for our guests, driving sales and increasing customer loyalty.As a Customer Experience Advisor, you will:Provide personalized recommendations on products and...
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Tax Manager
4 weeks ago
Louisville, Kentucky, United States Summit Strategic Advisors PLLC Full timeAbout the RoleWe are seeking a highly skilled Tax Manager - Strategic Advisor to join our team at Summit Strategic Advisors PLLC.Key ResponsibilitiesClient Service - Provide exceptional client service by demonstrating a strong understanding of our clients' business needs and delivering high-quality services.Tax Advisory - Offer expert tax advice to our...
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Financial Advisor Position
4 days ago
Louisville, Kentucky, United States Miranda Scurlock - State Farm Agent Full timeJob Summary:We are seeking a motivated individual to fill the position of Financial Advisor at Miranda Scurlock - State Farm Agent. This role requires excellent communication skills, a customer-focused approach, and the ability to educate clients on insurance options.About the Job:Responsibilities include establishing customer relationships, providing...
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Trust Investment Advisor
4 days ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeAbout the RoleThe Wealth Management & Trust Intern position at Stock Yards Bank and Trust is an excellent opportunity for students and recent graduates to gain valuable experience in the financial services industry.You will have the chance to work alongside experienced professionals, develop your skills and knowledge, and contribute to the success of the...
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Store Associate
2 weeks ago
Louisville, Kentucky, United States Aeropostale Full timeBecome a Store Associate - Fashion Advisor at Aeropostale in 76211! As a Store Associate, you'll play a key role in driving sales and delivering exceptional customer experiences.Your Key Tasks:Sell products and services to customers, meeting or exceeding sales targetsBuild strong relationships with customers, understanding their needs and preferencesStay...
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Part Time Sales Advisor
3 days ago
Louisville, Kentucky, United States Lids Full timeLids is looking for a part-time Sales Advisor to join our team at the Mall St. Matthews location. As a sales associate, you will be responsible for providing exceptional customer service and contributing to the overall success of our store.We offer a salary range of $15 to $18 per hour based on experience and qualifications. Our store provides a fun and...
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Financial Services Professional
4 weeks ago
Louisville, Kentucky, United States Savant Wealth Management Full timeOverview">Savant Wealth Management is a fee-only, independent RIA firm dedicated to providing wise counsel to individuals, families, and businesses. We offer investment management, financial planning, retirement planning, and family office services.">About the Role">We are seeking an Associate Advisor to join our team. As an Associate Advisor, you will be on...
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Wealth Management Specialist
4 days ago
Louisville, Kentucky, United States ECG Resources Full timeAbout the RolePortfolio Management: Assume responsibility for a portfolio of 30-40 families/households, ensuring exceptional service and client satisfaction.Collaboration: Actively collaborate as a key member of the service team, engaging directly with clients to address their trust and fiduciary needs.Required Qualifications: JD or CTFA is a plus. 5+ years...
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Customer Service Advisor
2 weeks ago
Louisville, Kentucky, United States Penske Full timePenske is hiring a Customer Service Representative to work in our Corporate Sales Center. As a representative, you will be handling incoming sales and customer service calls, explaining sales procedures, and responding to inquiries. You will also be responsible for inputting customer information into the Salesforce.com database, coordinating work with...
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Customer Service Insurance Representative
2 weeks ago
Louisville, Kentucky, United States Shepherd Insurance Full timeAbout This Role">This Personal Lines Account Manager position is an excellent opportunity to grow your career with a reputable insurance agency.Job Summary">As a Personal Lines Account Manager, you will be responsible for assisting insurance advisors, marketing new and renewal business, evaluating premiums, and maintaining underwriting and marketing...
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Financial Services Advisor
6 days ago
Louisville, Kentucky, United States Republic Financial Full time**Career Opportunity:**We are seeking a dedicated and results-driven Insurance Sales Specialist to join our team at Republic Financial. As a Licensed Life Insurance Professional, you will play a crucial role in delivering exceptional service and expert guidance to America's hardworking families.**Key Accountabilities:* Assist clients in selecting the right...
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Customer Service Representative
1 week ago
Louisville, Kentucky, United States Retireone, Inc. Full timeCompany OverviewWe are RetireOne, a premier Outsourced Insurance Desk for Registered Investment Advisors in the country.Our team is searching for a Service and Operations Specialist to support our partner advisory firms.
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Service Delivery Expert
5 days ago
Louisville, Kentucky, United States Retireone, Inc. Full timeKey ResponsibilitiesServe as primary point of contact for investment advisors, delivering superior service and resolving issues efficiently.Manage client needs through effective follow-up, research, and collaboration to ensure seamless experiences.Develop strong relationships with clients and internal associates, fostering open communication and trust.The...
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Express Service Coordinator
1 week ago
Louisville, Kentucky, United States Honda World Full timeAbout the JobWe are looking for a motivated and detail-oriented individual to join our team as an Automotive Service Advisor. In this role, you will be responsible for ensuring that all customers receive exceptional service and that their vehicles are repaired to the highest standards.The successful candidate will have excellent problem-solving skills, be...
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Community Association Manager Professional
6 days ago
Louisville, Kentucky, United States All Points Community Management (Lexington) and Paragon Management Group (Louisville) Full timeJob OverviewThe role of a Community Association Manager is to effectively oversee the daily operations of the Association, ensuring compliance with company policy, procedure, and current law. This position requires leadership skills to guide the Board of Directors in making informed decisions that align with their fiduciary responsibilities.Duties &...
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Express Service Advisor Role
1 week ago
Louisville, Kentucky, United States Honda World Full timeRole OverviewThis role is responsible for initiating automotive services and repairs by ascertaining performance problems and services requested; verifying warranty and service contract coverage; developing estimates; writing repair orders; maintaining customer rapport and records.The ideal candidate will have strong customer service skills, sales...
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Service Expert
4 days ago
Louisville, Kentucky, United States Sternberg Chevrolet Full timeService Technician OpportunitySternberg Chevrolet is a leading family-owned dealership in Southern Indiana and Louisville, Kentucky. We offer a range of services, from car sales to collision repair, and are committed to delivering exceptional customer service.About the RoleThis Service Technician position involves performing routine vehicle inspections,...