- Purchase NY
- 7 months with the possibility of extension
- Heavy phone contact with Financial Advisors and branch office personnel.
- Proficiently utilize all Advisory support applications as well as navigate other system tools.
- Provide proactive education and assistance on Advisory programs with respect to product, policies, procedures, and systems navigation.
- Assist with questions involving new account opening procedures, generation of proposals for active clients or prospects, trading of accounts and training on various program policies and guidelines.
- Drive process improvement efforts through feedback to Department management.
- Work collaboratively with team members by managing call volume and service levels while providing outstanding service.
- Utilize Customer Relationship Management systems effectively.
- Participate in FSS cross training programs to broaden depth of knowledge across Advisory programs.
- Bachelor's degree in either Economics or Finance (course work should involve investments - stocks, bonds, ETF's & Mutual funds, investment portfolio construction, Asset Allocation theory)
- Professional experience in Financial Services. Preferably in areas dealing with investments (stocks, bonds, ETF's & Mutual funds) is a plus but not required.
- Enthusiastic team player, self-motivated, ability to prioritize and work in a fast-paced environment
- Clear and efficient communicator
- Ability to build relationships across departments throughout the firm
- Result oriented individual who is flexible and able to adaptable to change
- Strong focus on customer service
-
Store Shopper
Found in: SonicJobs Direct Apply US - 4 days ago
Wegmans Food Markets Harrison, United StatesSchedule: Part time · Availability: Morning (Including Weekends). Shifts start as early as 6am · Age Requirement: Must be 18 years or older · Location: Harrison, NY · Address: 106 Corporate Park Drive · Pay: $17 / hour · Job Posting: 04/10/2024 · Job Posting End: 05/09/2024 · Job ...
-
Cashier
Found in: SonicJobs Direct Apply US - 4 days ago
Wegmans Food Markets Harrison, United StatesSchedule: Part time · Availability: Morning, Afternoon, Evening (Includes Weekends). · Age Requirement: Must be 18 years or older · Location: Harrison, NY · Address: 106 Corporate Park Drive · Pay: $17 / hour · Job Posting: 04/25/2024 · Job Posting End: 05/25/2024 · Job ID:R0207 ...
-
Sushi Prep Cook
Found in: SonicJobs Direct Apply US - 4 days ago
Wegmans Food Markets Harrison, United States Full timeSchedule: Full time · Availability: Morning, Afternoon, Evening (Includes Weekends). Shifts start as early as 5am · Age Requirement: Must be 18 years or older · Location: Harrison, NY · Address: 106 Corporate Park Drive · Pay: $17 / hour · Job Posting: 04/03/2024 · Job Posting En ...
-
Shift Leader Trainee
Found in: SonicJobs Direct Apply US - 4 days ago
Wegmans Food Markets Harrison, United States Full timeSchedule: Full time · Availability: Morning, Afternoon, Evening (Includes Weekends). · Age Requirement: Must be 18 years or older · Location: Harrison, NY · Address: 106 Corporate Park Drive · Pay: $22 / hour · Job Posting: 04/25/2024 · Job Posting End: 05/25/2024 · Job ID:R0207 ...
-
Sushi Lead Cook
Found in: SonicJobs Direct Apply US - 4 days ago
Wegmans Food Markets Harrison, United States Full timeSchedule: Full time · Availability: Morning, Afternoon, Evening (Includes Weekends). Shifts start as early as 5am · Age Requirement: Must be 18 years or older · Location: Harrison, NY · Address: 106 Corporate Park Drive · Pay: $22 / hour · Job Posting: 04/19/2024 · Job Posting En ...
-
Lead Cook
Found in: SonicJobs Direct Apply US - 4 days ago
Wegmans Food Markets Harrison, United States Full timeSchedule: Full time · Availability: Morning, Afternoon, Evening (Includes Weekends). Shifts start as early as 6am · Age Requirement: Must be 18 years or older · Location: Harrison, NY · Address: 106 Corporate Park Drive · Pay: $22 / hour · Job Posting: 04/19/2024 · Job Posting En ...
-
Customer Support Specialist
Found in: Lensa US 4 C2 - 14 hours ago
At Home Stores LLC Gulfport, United StatesJob Description · $ /hour · The Customer Support Specialist (CSS) is responsible for all front end processes, including opening, closing, training and delegation of tasks to team members. They are focused on driving profitability through promoting operational success and maximi ...
-
Working student Customer Retention
Found in: Orion Innovations US - 4 days ago
Aurora Solutions Latimer, MS, United States FreelanceCompany Description · Short innovation cycles, an agile competitive environment and tremendous dynamics with great growth potential - all of this makes the payment sector one of the most exciting industries at the moment. Concardis is right in the middle of it all: · As a leading ...
-
RN - Emergency Services
Found in: Resume US Programmatic C2 - 3 hours ago
Air Evac Lifeteam Careers Harrison, United States Permanent, Full timeJob Description: · If your passion is flying and you have the skills to deliver patient care in missions where every second counts, apply today · Flight Nurse · Exciting Opportunity · JOB SUMMARY · We're hiring a Flight Nurse to work with our team of air transportation experts ...
-
automotive technician
Found in: ZipRecruiter Test10S US C2 - 2 days ago
Cronin Kia Harrison, United StatesJob Description · Job DescriptionTo provide a culture that supports our team in such a way that focus can be on providing a truly superior customer experience based on our core beliefs. INTERGRITY, PROFESSIONALISM and VALUE. · Technician role of fixed right the first time is key ...
-
Inside Sales Representative II
Found in: One Red Cent US C2 - 2 weeks ago
Arrow Electronics Harrison, United States Full timePosition: · Inside Sales Representative II · Job Description: · Arrow Electronics is a Fortune 109 company, globally headquartered in Denver, CO with 22,000 employees worldwide. Arrow brings technology solutions to a breadth of markets, including telecommunications, information s ...
-
Director of Operations and Business Development
Found in: Lensa US 11 C2 - 13 hours ago
UMMC - Recruitment Biloxi, United StatesDirector of Operations and Business Development - UP Pediatrics · To provide leadership and direction for operations and business development in assigned geographic/clinical specialty area to include budget preparation and administration, strategic planning, personnel management, ...
-
Parts Specialist>
Found in: Lensa US 4 C2 - 3 days ago
O'Reilly Auto Parts Biloxi, United StatesO'Reilly Automotive Pass Road [Retail Sales / Retail Associate / Team Member] As a Parts Specialist at O'Reilly Automotive, you'll: Deliver excellent customer service and ensure a positive customer experience; Support management in the accomplishment of assigned tasks; Maintain i ...
-
Contact Center Representative
Found in: Lensa US 4 C2 - 1 day ago
Jackson Hewitt Biloxi, United StatesJackson Hewitt - JobID: [Call Center Representative] As a Contact Center Representative at Jackson Hewitt, you'll: Answer or make calls to clients to learn about and address their needs, complaints, or other issues with products or services; Respond efficiently and accurately to ...
-
Covid System Administrator
Found in: Lensa US 4 C2 - 3 days ago
The Leading Niche Biloxi, United StatesPosition Title: COVID Systems Administrator · As an onsite Systems Administrator on our project, you will be supporting the Department of Veterans' Affairs. You'll analyze problem areas and opportunities for improvement in this mission critical network. · This position is locat ...
-
Assistant Service Manager
Found in: Lensa US 4 C2 - 3 days ago
Pep Boys Biloxi, United States**** · **Assistant Service Manager** · **Assistant Service Manager** · **Requisition ID:** · **Category:** Stores · **Position Summary** · Support the service and tire team under the direction of the Manager, Store Service. Assist in driving sales across service labor, part ...
-
nurse practitioner
Found in: Careerbuilder One Red US C2 - 2 days ago
Department of Veterans Affairs Biloxi, MS , USA, United StatesSummary · Gulf Coast Veterans Health Care System (GCVHCS) Behavioral Health Service Line encompasses four Community Based Outpatient Clinics and the main campus which spans three states (MS, AL, and FL) across 300 miles. GCVHCS is a customer-service oriented, meeting a variety of ...
-
Branch Manager
Found in: Lensa US 4 C2 - 3 days ago
Wells Fargo Biloxi, United States**Branch Manager (SAFE)** · Location: Biloxi, Mississippi **Job ID** R **About this role:** · Wells Fargo is seeking a Regional Banking Associate Manager (SAFE)... · ****In this role, you will:**** · Lead, manage and develop a team of direct and indirect reports in overseeing ...
-
Registered Nurse
Found in: ZipRecruiter Test10S US C2 - 2 days ago
Vigilant Health Biloxi, United StatesJob Description · Job Description POSITION SUMMARYThis is a full-time RN position, which provides clinical support by triaging clinical phone calls, facilitating prior authorizations, and processing prescription refill requests. Communicates with remote clinic providers, nurses, ...
-
Care Manager Memory Care
Found in: ZipRecruiter Test10S US C2 - 2 days ago
Summerhouse Bay Cove MC Biloxi, United StatesJob Description · Job DescriptionDISCOVER YOUR PURPOSE · At SummerHouse Bay Cove Memory Care, a thriving Discovery Senior Living community, we have meaningful job opportunities with the ability to make a difference in the lives of our residents. · About Discovery Senior Living · ...
Financial Customer Support - Harrison, United States - Bernard Nickels & Associates
Description
Location:
Duration:
Responsibilities
Qualifications
Knowledge and Skills Required: