- Answer incoming client calls and assist with questions as able to.
- Greet incoming clients as needed.
- Complete check-in calls with clients.
- Run reports within client accounts to check on beneficiaries, powers of attorney, etc...
- Complete trades and transactions with direction from advisor.
- Support the creation of applications and facilitate new business processes.
- Track tasks and client interactions in our CRM system for effective communication and follow-ups.
- Assist with meeting prep and follow up as needed.
- Complete mail and check log as needed to support the office.
- Previous experience in a similar role or within the financial services industry is preferred.
- Notary certificate preferred.
- Excellent organizational and multitasking skills.
- Strong attention to detail and accuracy in work.
- Proficient in using CRM systems and Microsoft Office suite.
- Effective communication and interpersonal skills.
- Compensation: $24 per hour
- Paid Time Off (PTO) and paid holidays.
-
Food Service Specialist
25 minutes ago
Circle K Stores, Inc. Williston, United StatesStore : 113 58th Street W, Williston, North Dakota 58801 Availability - Shift/ Days Flexible Availability Food Service Specialist. We want you to join our team as a Food Service Specialist. This is no ordinary job and you are not an ordinary p Food Service, Specialist, Customer E ...
-
Food Service Specialist
2 days ago
Holiday Companies Williston, United StatesHoliday Stationstores th Street W [Restaurant Associate / Team Member] As a Food Service Specialist at Holiday Stationstores, you'll: Encourage customers to try the food and share food product knowledge with them; Greet the customers and provide enhanced customer care in the food ...
-
Food Service Specialist
1 week ago
Circle K Williston, United StatesCircle K th Street W [Restaurant Associate / Team Member] As a Food Service Specialist at Circle K, you'll: Provide a superior customer experience for customers; Greet the customers and provide an enhanced customer care experience in the foodservice areas of the stores; Ensure th ...
-
patient service specialist
6 days ago
The University of Vermont Health Network Williston, ND , USA, United StatesJob Details · Job Ref:R Category:Patient Service Specialist Employment Type:Per Diem (position has no committed hours and is not benefit eligible) Location:353 Blair Park, Williston, VT Department:GIM & Geriatrics Williston Job Type:Regular Primary Shift:Day Hours:8:00 AM - 5:00 ...
-
Patient Service Specialist
4 days ago
The University of Vermont Health Network Williston, United StatesJob Details · Job Ref:R Category:Patient Service Specialist Employment Type:Per Diem (position has no committed hours and is not benefit eligible) Location:353 Blair Park, Williston, VT Department:GIM & Geriatrics Williston Job Type:Regular Primary Shift:Day Hours:8:00 AM - 5:00 ...
-
Customer Service Specialist
6 days ago
American State Bank and Trust Company Williston, United StatesMAJOR FUNCTION: · Proactively support financial advisors and assist with efficient and high-quality client service. Coordinate and perform a range of support and operational responsibilities. · RESPONSIBILITES: · Assist financial advisors with client service, ad hoc requests a ...
-
Specialist in Health and Social Services
1 week ago
Sapphire Innovations McKenzie, United StatesAre you looking for a challenging and responsible position as a specialist in healthcare and social services (m/f/d) to take your career to the next level? Do you want to take advantage of the exciting opportunity to advance into a leadership position with your specialist degree? ...
-
Branch & Insurance Specialist
1 day ago
AAA Northern New England Williston, United States Full timeBranch & Insurance SpecialistIf you are a career-minded, service-driven professional looking to join a fast-paced organization then you have come to the right place. This is an exciting entry level position in our branch network and ideal for candidates interested working in a te ...
-
NebulaWorks Williston, United StatesStarting from September 1st, 2024, we are offering an apprenticeship for a digital networking specialist (m/f/d) at our company in Williston. · Location: Maerz Network Services GmbH, Plauener Strasse, Berlin · Your responsibilities: · - You will work with network infrastructur ...
-
NovaWorks Williston, United StatesWe are looking for an apprentice to join our clinic catering team as a specialist in the hospitality industry (m/f/d) starting on August 1st, 2024 in Williston. · What to expect: · Training in the service of our clinic restaurant and at events · Preparing and plating small dishes ...
-
HSE Field Specialist
1 week ago
Bergaila & Associates, Inc. Williston, United StatesWe put the unity in "opportunity." Opportunity Snapshot:Compensation: :$42-48/hour DOE - Location: Williston, ND - Assignment Duration: 12 months Work Schedule: Mon-Fri, 10-12-hour days. Benefits: Comprehensive with 401(k) program, PTO and Holidays. Field Specialist, Field, Speci ...
-
obgyn
1 week ago
Catholic Health Initiatives Williston, United States**Overview** · **CHI St. Alexius Health** **is a mission-driven, not-for-profit organization. That is, our goal is not to prosper personally, but rather to enhance the lives of those seeking wellness.** Seeking a Family Medicine BE/BC Physician to provide diagnose and treat disea ...
-
Family Medicine Physician
1 week ago
Catholic Health Initiatives Williston, United States**Overview** · **CHI St. Alexius Health** **is a mission-driven, not-for-profit organization. That is, our goal is not to prosper personally, but rather to enhance the lives of those seeking wellness.** Seeking a Family Medicine BE/BC Physician to provide diagnose and treat disea ...
-
obgyn
1 week ago
Catholic Health Initiatives Williston, United States**Overview** · **Opportunity Details:** · + Team of collaborative physicians · + Dedicated nursing staff · + Call (Deliver your own babies) · + Ultrasound, NST's, colposcopy and Leeps done in office · + Dedicated Surgical Blocks · + Referral network of Primary Care physicians · + ...
-
Pediatric Hospitalist
1 week ago
Catholic Health Initiatives Williston, United States**Overview** · At CHI St. Alexius Health Williston, our dedicated pediatricians and family medicine providers are committed to ensuring children get the best start in life. Providers deliver preventive health maintenance for healthy children, as well as medical care for children ...
-
delivery specialist
1 week ago
Rent-A-Center Williston, ND , USA, United StatesRent A Center Ready to do your best work? Interested in a starting hourly rate up to $16.50 to 18.50? Why should I apply in just a few clicks? Paid Time Off and Sunday Off -- We are Closed Full-Time Employment and a Consistent Schedule Weekly Pay (c Delivery Specialist, Delivery, ...
-
Otorhinolaryngology Physician
1 week ago
Catholic Health Initiatives Williston, United States**Overview** · **CHI St. Alexius Health** **is a mission-driven, not-for-profit organization. That is, our goal is not to prosper personally, but rather to enhance the lives of those seeking wellness.** We are looking for BE/BC ENT physicians to join our robust and growing health ...
-
Specialist - Water Sourcing
5 days ago
Select Energy Services Williston, United StatesSpecialist - Water Sourcing in Williston, ND at Select Water Solutions · Date Posted:4/22/2024 · APPLY ({{ applyUrl }}) Not Ready To Apply? · Job Snapshot · + Employee Type: · Full-Time · + Location: · Williston, ND · + Job Type: · Infrastructure · + Date Posted: · 4/22/2024 · A ...
-
Oncology Advanced Practice Provider
1 week ago
Catholic Health Initiatives Williston, United States**Overview** · The ideal candidate for this position will be: · + BE/BC AOCNP or Oncology PA · + Experienced in specialty · + Mon-Fri 8-5 pm · + Full time (40 hour work week) · + Have excellent interpersonal and leadership skills · + Ability to work well in a team-based care deli ...
-
Radiologist
5 days ago
Catholic Health Initiatives Williston, United States**Overview** · At CHI St. Alexius Health Williston, our dedicated practitioners work to diagnose and treat patients. · Position Details: · + Must be BE/BC Radiologist · + Experienced in specialty · + Full time Monday - Friday 8am - 5pm · + No call · + EMR: Meditech · + Have excel ...
Client Service Specialist - Williston, United States - Ameriprise Financial - Vermont
5 days ago
Description
Job Description
Job DescriptionGuided Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full time, dedicated, and detail-oriented Client Service Specialist to join our growing team. This role is crucial in ensuring seamless client experiences by providing comprehensive support to our advisors in various aspects of the client service experience.
Responsibilities:
Qualifications:
Compensation and Benefits:
How to Apply:
If you are a proactive and motivated individual who enjoys providing exceptional client service in a dynamic environment, we invite you to apply.
Guided Wealth Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Join us in making a positive impact on our clients' financial journeys