- Assist advisors and with questions regarding operational policies and procedures via the phone
- Partner with service team members to ensure a seamless and effortless client experience
- Deal with a busy in bound call environment
- Maintain log of communication with field and custodians
- Respond to inquiries regarding Account Servicing, Cost Basis/Account Transactions, Transfer of Assets Status and Retirement Plans
- 2+ years in brokerage/financial services, banking, operations and client support
- Retirement Planning certifications a plus
- High school diploma/GED required/ College degree preferred
- MS office skills, knowledge of Salesforce a preference
- Series 7 license preferred, or ability to obtain this
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Associate Field Service Engineer
1 day ago
Elekta Texas, United States Full timeAre you a current Elekta employee? · Please click here to apply through our internal career site . · Want to join a team with a mission to improve and save lives? · We continually look for motivated and skilled individuals who are interested in supporting our customers – health ...
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Associate, Private Wealth Client Services
1 week ago
Cresset Texas, United StatesAbout Cresset · Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of fam ...
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Education and Quality Manager
1 week ago
Pafford EMS Texas Gulf Coast, United States Full time**Essential Duties and Responsibilities**: · - Performs supervisory, administrative, and managerial work in direct support of the daily directives of Pafford Emergency · Medical Services in the assigned region. · - Coordinates the delivery of exceptional emergency medical service ...
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Compliance Manager
1 week ago
Pafford EMS Texas Gulf Coast, United States Full time**Description**: · Under the direction of the Director of Compliance, functions as a compliance professional who reviews · and evaluates compliance issues/concerns within the organization. Work involves providing leadership, work · assignments, evaluations, training, supervision, ...
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Recruiter - Independent Full Cycle
1 week ago
FoxMore Staffing & Recruiting Texas, United StatesThis is a remote position. · Up To 94% Commissions · Commission Structure: For Permanent Placement Positions in the US/Canada with candidates from US/Canada. · 70% of client fee Full Cycle (filling Job Order and Candidate) on the first $150,000. · 94% of client fee Full Cycle (fi ...
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Fusion HealthCare Staffing Texas, United StatesPhysician leadership opportunity with a full service, health care system comprised of over 50 practice locations. The Organization: Become part of a full-service, healthcare system with over 50 office locations in the Gulf Coast region. · Services offered include adult and se ...
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Nursing LPN Night Shift
2 weeks ago
Medical Edge Recruitment Texas, United States TemporaryMedical Edge Recruitment is seeking a LPN / LVN Correctional for a local contract job in Kerville, Texas. · Job Description & Requirements · ~ Specialty: Correctional · ~ Discipline: LPN / LVN · ~ Duration: 26 weeks · ~40 hours per week · ~ Shift: 8 hours, days, evenings, n ...
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OB/GYN Physician
1 week ago
Lone Star Circle of Care Texas, United StatesResponsible for medical care of LSCC patients by providing comprehensive out-patient care. Under the direction of the Medical Director, delivers primary care commensurate with training to patients of LSCC. Delivers care appropriate for an out-patient, primary care community healt ...
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Assistant Nurse Manager
1 week ago
UT Health San Antonio Texas, United StatesJob Summary: · Full Time, Night Shift · The Assistant Nurse Manager will partner with an assigned Nurse Manager to provide oversight for patient care and nursing services on their assigned unit and shift. This includes promotion of quality evidence-based care and patient satisfac ...
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UT Health San Antonio Texas, United StatesJob Summary: · The Assistant Nurse Manager will partner with an assigned Nurse Manager to provide oversight for patient care and nursing services on their assigned unit and shift. This includes promotion of quality evidence-based care and patient satisfaction in a fiscally respon ...
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Catering Coordinator
2 days ago
Panera Bread Co Texas, United StatesOur catering coordinators know our menu thoroughly and provide detailed attention to ensure our great food is delivered timely and accurately. We're committed to getting to know the needs of our customers, and we tailor our follow-up to ensure satisfaction. We are strong team pla ...
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Associate Practice Director
2 weeks ago
Birlasoft Texas, United StatesLooking for Associate Practice Director, having Presales / Testing / test automation services is needed. Experience in presales, proposal making, presenting the solutions to the clients would be an added advantage. · ...
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Construction Manager
2 weeks ago
NextGen | GTA: A Kelly Telecom Company Texas, United StatesMust have Inbuilding experience · Job description · Construction Manager Accountable for all Civil Works and associated financial control via Scheduling (time), SP/ASP and Quality Management on a given project. · Ensure that all Service Providers are adhering to standards, proces ...
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Field Service Technician
1 week ago
Mackinnon & Partners Texas, United StatesCNC Field Service Tech - · Job Description: · Perform a wide variety of tasks associated with servicing, repairing or operation of most CNC machine tools. Use precision test equipment to analyze, troubleshoot and repair complex mechanical and electrical problems. Advanced operati ...
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Contract Negotiator
1 week ago
X4 Technology Texas, United StatesThis is a unique opportunity to join a Financial Services company that helps FinTech and Banking organizations secure more equitable contracts with the tech giants. You will be working on multi-million dollar contracts and using your knowledge to create substantial savings for yo ...
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Client Relations Associate
3 weeks ago
Robert Half Recruitment Agency Texas, United StatesJob Title: Client Services Associate · Location: Austin, TX · Company Overview: · Our client is dedicated to providing top-notch tax services to individuals and businesses alike. They pride themselves on their professional expertise and our commitment to excellent customer servic ...
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Field Service Engineer I
1 week ago
Unite Private Networks Texas, United StatesUnite Private Networks (UPN) is searching for a dynamic and experienced Field Service Engineer I to work within our San Antonio, TX market. The manager may consider other levels for this role based on their discretion. · Role Overview: · The Field Service Engineer I is responsibl ...
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Diesel Mechanic
1 week ago
Ampstek Texas, United StatesResponsibilities · • Diagnoses mechanical, hardware, software and systems failures and electrical troubleshooting using established procedures · • Performs maintenance, testing and calibration of repaired products · • Prepares reports for analysis of product failure trends and se ...
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Configuration Manager
21 hours ago
Centurion Consulting Group, LLC Texas, United StatesWe are hiring a Sr. Configuration Manager with an active Top Secret clearance to support a DoD program in San Antonio, TX. This position is onsite 100% of the time. · Job Duties: · Manage Commercial off the Shelf (COTS) inventory deliverables and Configuration Management (CM) c ...
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System Administrator
3 weeks ago
Mican Technologies Inc. Texas, United States*Not available to C2C, MUST be able to work on W2* · **This position is HYBRID in San Antonio, TX** · JOB SUMMARY: · The System Administrator Senior is responsible for technical leadership in support of core network services, such as email, anti-virus, application deployment, dat ...
Client Services Associate - Texas, United States - Ascendo Resources
Description
Seeking a Client service associate to join a large and growing Wealth Management firm.
Are you someone who goes the extra mile and wants a career path This is the team for you.
Your role will be a part of a team that supports our Independent Advisor network from an operational and client service perspective and this is the training ground for our organization.
Your role:
Qualifications:
** you will work in rotating shifts starting at 7am – latest shift finishes at 6pm