Financial Services Representative/Operations Manager
4 days ago
Job Description: Financial Services Representative/Operations Manager
About the Company: Oak & Shepherd Wealth Management, LLC is a boutique client-focused financial services firm dedicated to delivering tailored financial planning and wealth management. We pride ourselves on our unwavering commitment to delivering an exceptional client experience.
About the Role: The Financial Services Representative will play a pivotal role in ensuring a seamless and efficient client experience, primarily focusing on onboarding new clients, processing documentation, and maintaining the ongoing servicing needs of our existing clients.
Responsibilities:
• Client Onboarding: • Coordinate and manage the client onboarding process, ensuring all necessary documentation is accurately completed and submitted. • Assist clients in completing account applications, transfers, and other required paperwork, providing clear guidance throughout the process. • Follow up with all parties diligently to completion to ensure new client accounts are set up correctly and in a timely manner.
• Document Processing: • Handle all client-related documentation, including account maintenance, transaction requests, and compliance forms, ensuring accuracy and adherence to regulatory requirements. • Maintain organized and up-to-date client records, utilizing the firm’s CRM, electronic documents, and compliance systems. • Collaborate with custodians and other third parties to process and track client requests efficiently.
• Client Servicing: • Serve as a primary point of contact for servicing existing clients, addressing their ongoing service needs such as account updates, portfolio inquiries, and general support. • Assist in scheduling regular client reviews, preparing necessary documentation and reports in advance.
• Operational Support: • Assist with the implementation of new processes and systems to improve operational efficiency. • Support the financial planning and wealth management processes with administrative tasks, ensuring smooth workflow and client satisfaction. • Ensure all client interactions and transactions are compliant with industry regulations and company policies.
• Technology and Software Proficiency: • Utilize the firm’s software systems to manage client information, generate reports, and process transactions. • Maintain proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and other relevant software tools. • Continuously seek opportunities to improve processes through technology and automation.
Qualifications:
• Bachelor’s degree in Finance, Business Administration, or a related field preferred. • 2+ years of experience in financial services, client servicing, or administrative roles. • Strong organizational skills with a keen attention to detail. • Proficiency in RedTail CRM, RedTail Imaging, NetX360, Envestnet, and DocuPace are a plus. • Excellent communication and interpersonal skills, with a client-first mindset. • Ability to manage multiple tasks and deadlines in a fast-paced environment. • Knowledge of financial products, investment strategies, and regulatory requirements is a plus. • Relevant certifications (e.g., Series 6, Series 7, Series 63, CFP®, ChFC®) are an advantage.
Pay range and compensation package: Base salary range: $45k to $70k, up to 20% in additional compensation tied to performance-based bonus package. For the right candidate, hybrid or fully remote work available. Opportunities for professional growth and continuing education. Collaborative and supportive work environment.
Equal Opportunity Statement: Oak & Shepherd Wealth Management is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
How to Apply: Interested candidates should submit their resume and a cover letter detailing their qualifications and interest in the position. Please include two references.
-
Crozet, Virginia, United States Oak & Shepherd Wealth Management, LLC Full time{"title": "Financial Services Representative/Operations Manager", "description": "About the RoleThe Financial Services Representative will play a pivotal role in ensuring a seamless and efficient client experience, primarily focusing on onboarding new clients, processing documentation, and maintaining the ongoing servicing needs of our existing...
-
Crozet, Virginia, United States Oak & Shepherd Wealth Management, LLC Full timeJob Title: Financial Services Representative/Operations ManagerAbout the Company: Oak & Shepherd Wealth Management, LLC is a boutique client-focused financial services firm dedicated to delivering tailored financial planning and wealth management.About the Role: The Financial Services Representative will play a pivotal role in ensuring a seamless and...
-
crozet, United States Oak & Shepherd Wealth Management, LLC Full timeJob Description: Financial Services Representative/Operations ManagerAbout the Company: Oak & Shepherd Wealth Management, LLC is a boutique client-focused financial services firm dedicated to delivering tailored financial planning and wealth management. We pride ourselves on our unwavering commitment to delivering an exceptional client experience.About the...
-
Crozet, United States Oak & Shepherd Wealth Management, LLC Full timeJob Description: Financial Services Representative/Operations ManagerAbout the Company: Oak & Shepherd Wealth Management, LLC is a boutique client-focused financial services firm dedicated to delivering tailored financial planning and wealth management. We pride ourselves on our unwavering commitment to delivering an exceptional client experience.About the...
-
Customer Service Representative
3 weeks ago
Crozet, Virginia, United States Sentara Full timeJob SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Sentara. As a key member of our Clinical Access Centralized Scheduling Department, you will be responsible for handling incoming calls to effectively address eligibility, claim, and payment issues or to address and perform patient scheduling and referral...
-
Service Center Operations Manager
4 weeks ago
Crozet, Virginia, United States Valvoline Instant Oil Change Full timeAbout the RoleWe are seeking a highly skilled and motivated Assistant Service Center Manager to join our team at Valvoline Instant Oil Change. As a key member of our service center team, you will play a critical role in delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesLead and develop a high-performing team of...
-
Assistant Center Manager
4 weeks ago
Crozet, United States Valvoline Instant Oil Change Full timeWhat You'll Do: As an Assistant Service Center Manager (ASCM), you are the right hand of the Service Center Manager. You are responsible for taking the lead in helping build a high-performance team capable of differentiating Valvoline Instant Oil Change's (VIOC) service experience from all other providers. In addition to working on cars and taking care of...
-
Creditors Accountant at Venlo
1 month ago
Crozet, Virginia, United States Cascade Industries Full timeWe are Cascade Industries, a dynamic and innovative company that prioritizes the well-being of our customers and employees.We believe that a healthy work environment is essential for our teams to thrive and deliver exceptional results. Our company culture is built on a foundation of passion, pioneering spirit, and a commitment to innovation.As a key member...
-
Dental Treatment Coordinator
7 days ago
Crozet, United States Commonwealth Dentistry Full timePOSITION SUMMARY The Treatment Coordinator serves as an advocate and educator in creating treatment plans for dental care. The role is essential in securing treatment plan acceptance and coordination of financial resources and/or insurance requirements and billing practices. Additionally, this role assists the in greeting patients, scheduling appointments,...
-
Senior Accounting Professional
4 weeks ago
Crozet, Virginia, United States National Cooperative Business Association Full time{"title": "Senior Accountant", "description": "Job SummaryWe are seeking a highly skilled Senior Accountant to join our team at National Cooperative Business Association. The successful candidate will be responsible for preparing and managing various financial documents and reports for the Bank, ensuring accuracy and compliance with financial statements.Key...
-
Food Service Associate
3 weeks ago
Crozet, Virginia, United States ReadyOn Full timeJob SummaryWe are seeking a skilled and flexible Food Service Worker to join our team at the University of Virginia. As a member of our team, you will have the opportunity to work in a fast-paced environment, assisting with food preparation, maintaining cash receipts and meal records, and ensuring high standards of quality in food production, sanitation, and...
-
Sr. Accountant
1 month ago
Crozet, United States National Cooperative Business Association Full timeSr Accountant Corporate Accounting The Senior Accountant position is responsible for preparing and managing various financial documents and reports for the Bank. The role ensures the accuracy and compliance of financial statements with a focus on loans held for sale and loans held for investment. In addition, the role will support NCB's allowance for credit...
-
Creditors Accountant
3 weeks ago
Crozet, Virginia, United States Cascade Industries Full timeAccounts Payable SpecialistWe are Cascade Industries, a company that values the health and well-being of our customers and employees.We strive to create a healthy work environment that promotes personal and collective growth, allowing us to give our best every day.Our international teams work tirelessly to develop innovative tools and services, aiming to be...
-
Caregiver Specialist
2 weeks ago
Crozet, Virginia, United States Visiting Angels of VA Full timeJob OpportunityWe are seeking a compassionate and dedicated Caregiver to provide exceptional care and support to our clients in the comfort of their own homes.Key Responsibilities:Assist with daily living activities, such as bathing, dressing, and groomingProvide companionship and engage in conversation to stimulate mental and emotional well-beingAssist with...
-
Geotechnical Engineer
3 weeks ago
Crozet, Virginia, United States Froehling & Robertson Full timeJob SummaryWe are seeking a highly skilled Geotechnical Engineer to join our team at Froehling & Robertson. As a Geotechnical Engineer, you will be responsible for conducting field reconnaissance, planning and supervising field exploration programs, and performing soil classification.Key ResponsibilitiesConduct field reconnaissance to gather data and...
-
Patient Care Coordinator
2 weeks ago
Crozet, Virginia, United States Sentara Full timeJob SummaryAs a Patient Care Specialist with Sentara Healthcare, you will play a vital role in ensuring an exceptional patient experience by providing non-clinical support within a physician's office. Your responsibilities will include scheduling appointments, answering patient questions, and performing a variety of complex administrative tasks to support...
-
Registered Nurse
3 months ago
Crozet, United States University of Virginia Health System Full timeCapable clinician, focused on expanding knowledge and skills. Consistently provides effective direct care, as part of the interdisciplinary team, to a variety of complex patients. Manages care and implements treatment plans at a refined skill level in collaboration with patients, their families, physicians, and other members of the health care team. Seeks as...
-
Plant Mechanic
3 weeks ago
Crozet, Virginia, United States Infinity Ventures Full timePlumber | Sanitary, Heating and Air Conditioning Technology (m/f/d)We are looking for a skilled Plant Mechanic to join our interdisciplinary team at Infinity Ventures. As a key member of our team, you will play a crucial role in maintaining the optimal and sustainable energy flow in our facilities.Key Responsibilities:Regulate and maintain the energy systems...
-
Business Development Officer
3 weeks ago
Crozet, Virginia, United States National Cooperative Business Association Full timeBusiness Development Officer RoleThe Business Development Officer is a key member of the HOA vertical team responsible for driving new business growth and expanding existing relationships with community managers and property management businesses in designated regions within the United States.Main Responsibilities:Generate new business opportunities for loan...
-
Director of Sales
2 weeks ago
Crozet, United States Starr Hill Brewery Full timeStarr Hill Brewery is seeking a Director of Sales to oversee and execute the wholesale beer strategy for the Starr Hill Brewery brand. This position will manage the relationships with all wholesale partners and national/key account customers, as well as the strategy with which the company operates all channels of wholesale distribution. This position drives...