Registered Client Service Associate- Holland, MI
3 weeks ago
Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you Essential Duties and Responsibilities Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies. Ensures key client information and documentation is current with firm and industry requirements, rules and regulations. Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received. Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns. Reviews, assesses and responds to all corporate action items and client account alerts. Prepares financial reports, spreadsheets and other materials for client meetings. Inputs orders and rebalances portfolios on behalf of the Financial Advisors. Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors with marketing efforts including seminars and other client-facing events. Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. Performs other duties and responsibilities as assigned. Qualifications Knowledge, Skills, and Abilities Knowledge of Company’s working structure, policies, mission, and strategies. Managed account platforms. General office practices, procedures, and methods. Investment concepts, practices and procedures used in the securities industry. Financial markets, products and industry regulations. Trading terminology. Skill in Client Relationship Management (CRM) software, or similar contact management software. Goal planning software. Excel, including developing spreadsheets as needed and for ongoing reporting. Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) Ability to Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Analyze and research account information. Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Identify time sensitive items and assess competing priorities. Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. Handle stressful situations and provide a high level of customer service in a calm and professional manner. Analyze problems and establish solutions in a fast paced environment. Use mathematics sufficient to process account and transaction information. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. Work both independently and as part of a cohesive team. Provide a high level of customer service. Educational/Previous Experience Requirements Education/Previous Experience High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred. OR An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied. Series 7 required. Series 63, 65 and/or 66 as required by state. Job: Administrative & Support Services Primary Location: US-MI-Holland Organization Northern Schedule Full-time Job Shift Day Job Travel No Req ID: 2401574
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Client Service Associate- Holland, MI
7 days ago
Holland, United States Raymond James Financial, Inc. Full time**Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...
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Dentist - Holland, MI
1 month ago
Holland, United States The Doc Hunters Full timeJob DescriptionDentist Needed in Holland, MI**Sign On Bonus & Relocation Assistance**At Destiny Dental their motto is, "When you smile, we smile!" Seeing patients of all ages, their mission is to provide convenient access to high quality, affordable dental care in all the communities they serve by empowering their team of highly skilled dental professionals....
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Client Services Representative
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Holland, United States East Holland Veterinary Clinic Full timeJob DescriptionJob DescriptionEast Holland Veterinary Clinic is an AAHA accredited hospital in the beautiful beach town of Holland MI, and we are looking for a skilled Client Service Representative to join our team. EHVC is a family-owned establishment, and we consider our team members to be an extension of our family. We are looking for a CSR who is...
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Certified Quality Auditor @ Holland MI
1 month ago
Holland, United States Pro QC International North America Full timeJob DescriptionJob DescriptionResponsibilities:Conduct manufacturing process audit and pre-shipment inspections in Holland, MI, ensuring compliance with quality standards and specifications.Provides timely, detailed reports and photographic evidence of product, packaging, labeling, defects noted, etc.Daily and weekly reports will be submitted using Microsoft...
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Bartender - Holland Brewpub
7 days ago
Holland, United States New Holland Brewing Company LLC Full timeJob DescriptionJob DescriptionBARTENDERJoin the team at the original New Holland Brewpub in downtown Holland! Work with a great team, make GREAT MONEY, enjoy great perks ($1 beers anyone???) We are looking for previous high volume bartending. Friday - Saturday - Sunday availability a must.What we offer youAn innovative, growing company in our industry.A...
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Server - Holland Brewpub
7 days ago
Holland, United States New Holland Brewing Company LLC Full timeJob DescriptionJob DescriptionSERVERJoin the team at the original New Holland Brewpub in downtown Holland. Work with a great team, make GREAT MONEY, enjoy great perks ($1 beers anyone???) We are looking for 2+ years high volume serving experience with alcohol. Friday - Saturday - Sunday availability a must.What we offer youAn innovative, growing company in...
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Client Service Associate- Holland, MI
5 days ago
Holland, United States Raymond James Financial Incorporated Full timeJob Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical...
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Client Service Associate- Holland, MI
1 week ago
Holland, United States Raymond James Full timeJob Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical...
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Restaurant AGM
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LPN/LVN Private Duty Nursing
1 week ago
Holland, United States Maxim Healthcare Service Full timePrivate duty nursing (PDN) allows medically fragile patients to receive quality, skilled nursing care in the comfort of their home: a setting preferred by most patients and their families. City State Zip Modality Skills Days Shift Estimated Pay Range Holland MI 49422 RN/LPN Adult - T/V 7 Days / week 3rd shift RN - $50 LPN...
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Expo (Food Runner) - Holland Brewpub
1 week ago
Holland, United States New Holland Brewing Full timeEXPOPLEASE NOTE: We have paused hiring for Tulip Time, and will resume after May 13. Please be patient.What's an Expo??!! Organizing tickets. Finishing plates. Running food to guests. This is a part time hourly position, starting at $15.37 with more for experience.Join the team at the original New Holland Brewpub in downtown Holland. Work with a great team,...
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Expo (Food Runner) - Holland Brewpub
6 days ago
Holland, United States New Holland Brewing Full timeEXPOWhat's an Expo??!! Organizing tickets. Finishing plates. Running food to guests. This is a part time hourly position, starting at $15.55 with more for experience.Join the team at the original New Holland Brewpub in downtown Holland. Work with a great team, make GREAT MONEY, enjoy great perks ($1 beers anyone???) Friday - Saturday - Sunday availability a...
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Dishwasher - Holland Brewpub
1 week ago
Holland, United States New Holland Brewing Company LLC Full timeJob DescriptionJob DescriptionDISHWASHER We need part time Dishwashers at Pub on 8th. This CRITICAL job is an hourly position starting at $15.55/hour, with more for experience.Why work at New Holland? Great perks ($1 beers, FREE shift meals, 25% discount on non-shift meals), good money and a great team!What we offer you An innovative, growing company in our...
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General Service Technician
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Holland, United States GreatWater 360 Auto Care Full timeJob DescriptionJob DescriptionDescription:Dykstras Auto - Holland, a full-service auto-repair shop serving the local and surrounding Holland communities, is looking for a GENERAL SERVICE AUTOMOTIVE TECHNICIAN / MECHANIC with a great attitude who takes pride in their work to deliver exceptional vehicle repairs to both our existing and our growing customers....
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General Service Technician
2 days ago
Holland, United States GreatWater 360 Auto Care Full timeJob DescriptionJob DescriptionDescription:Dykstras Auto - Holland, a full-service auto-repair shop serving the local and surrounding Holland communities, is looking for a GENERAL SERVICE AUTOMOTIVE TECHNICIAN / MECHANIC with a great attitude who takes pride in their work to deliver exceptional vehicle repairs to both our existing and our growing customers....
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Line Cook
4 days ago
Holland, United States New Holland Brewing Company LLC Full timeJob DescriptionJob DescriptionLINE COOKS Join a SOLID BoH team at New Holland's original Pub on 8th! We are looking for several full time and part time cooks. These are hourly position starting at $17.60, with more for experience. Friday - Saturday - Sunday availability a must. Benefits begin on DAY ONE for our full time team members.These are NOT...
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Line Cook
1 week ago
Holland, United States New Holland Brewing Company LLC Full timeJob DescriptionJob DescriptionLINE COOKS Join a SOLID BoH team at New Holland's original Pub on 8th! We are looking for several part-time cooks. These are hourly position starting at $17.02, with more for experience. Friday - Saturday - Sunday availability a must.These are NOT seasonal jobs. We are looking for year-round Team Members.Why work at New...
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Front Desk Agent
1 week ago
Holland, United States Fairfield Holland Full timeJob Summary Front Desk Agents are responsible for greeting and registering the guest providing outstanding guest service during their stay and settling the guest's account upon completion of their stay. Primary responsibilities include: registering guests making and modifying reservations hotel operator and concierge duties. Providing attentive courteous and...
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Class A CDL Truck Driver, Regional Holland, MI
2 weeks ago
Holland, United States Itsconnects Full time**Class A CDL Truck Driver, Regional Holland, MI** **More Miles and More Pay for CDL A Drivers** Were hiring location for a job that typically originates in Ottawa, Illinois. This OTR position will haul dry bulk (tanker endorsement and hazmat are NOT required) Sunday nights through Friday afternoons, mostly in the Midwest. **Pay and Benefits** *...
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Expo (Food Runner) - Holland Brewpub
1 week ago
Holland, United States New Holland Brewing Company LLC Full timeJob DescriptionJob DescriptionEXPOWhat's an Expo??!! Organizing tickets. Finishing plates. Running food to guests. This is a part time hourly position, starting at $15.55 with more for experience. Join the team at the original New Holland Brewpub in downtown Holland. Work with a great team, make GREAT MONEY, enjoy great perks ($1 beers anyone???) Friday...