Jobs
>
Fort Wayne

    Client Services Associate - Fort Washington, United States - Simplex

    Simplex
    Simplex Fort Washington, United States

    2 weeks ago

    Default job background
    Description

    Job Description

    Job Description

    While we prefer someone local to Fort Washington, PA, about 30 minutes North of Philadelphia, PA interested in working in a hybrid environment, we are open to a well-qualified candidate who is 100% remote.

    Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family clients and is looking for a Client Services Associate to provide administrative and operational support to one or more Wealth Advisors or partners of the firm. The Client Services Associate assists with private client's daily needs.

    They have a fun, open environment and are looking for someone who wants to be a part of their long-term success.

    Responsibilities:

    • New account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining account records, and preparing client communication.
    • Answering phones, greetings clients, and maintaining calendars for multiple Wealth Advisors.
    • Analyzing reports to determine the appropriate action to be taken on behalf of client accounts.
    • Preparing and processing client documentation.
    • Assisting in reconciling performance reports.
    • Executing cashiering, money movement, and ACH requests.

    Requirements:

    • Experience in a similar role for a Registered Investment Advisor. Familiarity with the administrative side of servicing wealth management clients
    • Understanding of the Wealth Management industry and terminology/concepts. Dividends, Capital Gains, IRA's, Opening accounts, etc
    • Fun, energetic personality.
    • Strong Customer / Client services orientation.
    • Must have strong organizational and prioritization skills.
    • Ability to work independently to research and resolve client issues.
    • Series 65 or 66 license preferred
    • Series 7 or 11 is nice to have but not required.

    #ZR

  • The Fort Wayne Rescue Mission Ministries Inc

    Food Services Associate

    1 week ago

    The Fort Wayne Rescue Mission Ministries Inc Fort Wayne, United States

    Food Services Associate · Our Mission Statement: · "To provide through the power of Jesus Christ, a home for the homeless, food for the hungry and hope for their future." · We have a full-time opening for a Food Services Associate at The Fort Wayne Rescue Mission. Hourly rate st ...

  • The Fort Wayne Rescue Mission Ministries Inc

    Food Services Associate

    4 weeks ago

    The Fort Wayne Rescue Mission Ministries Inc Fort Wayne, United States

    Food Services Associate · Our Mission Statement: · "To provide through the power of Jesus Christ, a home for the homeless, food for the hungry and hope for their future." · We have a full-time opening for a Food Services Associate at The Fort Wayne Rescue Mission. Hourly rate st ...

  • The Fort Wayne Rescue Mission Ministries Inc

    Food Services Associate

    6 days ago

    The Fort Wayne Rescue Mission Ministries Inc Fort Wayne, United States

    Food Services Associate · Our Mission Statement: · "To provide through the power of Jesus Christ, a home for the homeless, food for the hungry and hope for their future." · We have a full-time opening for a Food Services Associate at The Fort Wayne Rescue Mission. Hourly rate st ...

  • Brown & Brown, INC.

    Client Services Associate

    2 weeks ago

    Brown & Brown, INC. Fort Wayne, United States

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. · American Specialty Insurance & Risk services, Inc. ("American Specialty") is a nationally- recognized Managing General Underwriter serving ...

  • The Fort Wayne Rescue Mission Ministries, Inc.

    Food Services Associate

    4 weeks ago

    The Fort Wayne Rescue Mission Ministries, Inc. Fort Wayne, United States

    Food Services Associate · Our Mission Statement: · "To provide through the power of Jesus Christ, a home for the homeless, food for the hungry and hope for their future." · We have a full-time opening for a Food Services Associate at The Fort Wayne Rescue Mission. Hourly rate st ...

  • The Fort Wayne Rescue Mission Ministries Inc

    Food Services Associate

    4 weeks ago

    The Fort Wayne Rescue Mission Ministries Inc Fort Wayne, United States

    Food Services Associate Our Mission Statement: "To provide through the power of Jesus Christ, a home for the homeless, food for the hungry and hope for their future." We have a full-time opening for a Food Services Associate at The Fort Wayne Rescue Mission. Hourly rate starting ...

  • The Fort Wayne Rescue Mission Ministries Inc

    Food Services Associate

    3 weeks ago

    The Fort Wayne Rescue Mission Ministries Inc Fort Wayne, United States

    Food Services Associate · Our Mission Statement: · "To provide through the power of Jesus Christ, a home for the homeless, food for the hungry and hope for their future." · We have a full-time opening for a Food Services Associate at The Fort Wayne Rescue Mission. Hourly rate sta ...

  • ECI Management

    Customer Service Associate

    17 hours ago

    ECI Management Fort Wayne, United States

    Job Description · Job DescriptionDo you enjoy working with people? Are you looking for an opportunity to challenge yourself and learn new skills? If you answered yes to these questions then you may just be the person our firm is looking for We are actively searching for a dedicat ...

  • Once Upon A Child - Wayne IN

    Customer Service Associate

    2 weeks ago

    Once Upon A Child - Wayne IN Fort Wayne, United States

    Job Description · Job DescriptionOnce Upon A Child Fort Wayne: Where Play Never Grows Up · Are you passionate about kids, love finding treasures, and have a knack for making everyone feel welcome? · Once Upon A Child Fort Wayne is more than just a resale store; it's a magical pla ...

  • NATIONS BEST HOLDINGS LLC

    Part-time Customer Service Associate

    2 weeks ago

    NATIONS BEST HOLDINGS LLC Fort Wayne, United States Part time

    Job Description · Job DescriptionConnolly's Hardware- Southgate, a Nation's Best Holdings, LLC company, is seeking outgoing and experienced · Part-time Customer Service - Sales/Cashier Team Member candidates for our Fort Wayne, IN location. · We're focused on people and relation ...

  • The Fort Wayne Rescue Mission Ministries Inc

    Food Services Associate

    5 days ago

    The Fort Wayne Rescue Mission Ministries Inc Fort Wayne, United States

    Food Services Associate · Our Mission Statement: · "To provide through the power of Jesus Christ, a home for the homeless, food for the hungry and hope for their future." · We have a full-time opening for a Food Services Associate at The Fort Wayne Rescue Mission. Hourly rate sta ...

  • Trane Technologies, plc

    Customer Service Associate

    1 week ago

    Trane Technologies, plc Fort Wayne, United States

    At Trane Technologies. TM and through our businesses including Trane and Thermo King, we create innovative climate solutions for buildings, homes, and transportation that challenge what's possible for a sustainable world. We're a team that dares to l Customer Service, Sales Assoc ...

  • ECI Management

    Customer Service Associate

    3 weeks ago

    ECI Management Fort Wayne, United States

    Do you enjoy working with people? Are you looking for an opportunity to challenge yourself and learn new skills? If you answered yes to these questions then you may just be the person our firm is looking for We are actively searching for a dedicated customer solutions specialist ...

  • The Fort Wayne Rescue Mission Ministries Inc

    Food Services Associate

    3 weeks ago

    The Fort Wayne Rescue Mission Ministries Inc Fort Wayne, IN, United States

    Food Services Associate · Our Mission Statement: · "To provide through the power of Jesus Christ, a home for the homeless, food for the hungry and hope for their future." We have a full-time opening for a Food Services Associate at The Fort Wayne Rescue Mission. Hourly rate sta ...

  • Once Upon A Child

    Customer Service Associate

    2 weeks ago

    Once Upon A Child Fort Wayne, United States

    Once Upon A Child Fort Wayne: Where Play Never Grows Up · Are you passionate about kids, love finding treasures, and have a knack for making everyone feel welcome? · Once Upon A Child Fort Wayne is more than just a resale store; it's a magical place where childhood dreams come ...

  • The Fort Wayne Rescue Mission Ministries Inc

    Food Service Associate

    4 days ago

    The Fort Wayne Rescue Mission Ministries Inc Fort Wayne, IN, United States Full time

    Food Services Associate · To provide through the power of Jesus Christ, a home for the homeless, food for the hungry and hope for their future." · We have a full-time opening for a Food Services Associate at The Fort Wayne Rescue Mission. Hourly rate starting at $17/hour plus sh ...

  • The Fort Wayne Rescue Mission Ministries Inc

    Food Services Associate

    4 days ago

    The Fort Wayne Rescue Mission Ministries Inc Fort Wayne, IN, United States Full time

    Food Services Associate · Our Mission Statement: · "To provide through the power of Jesus Christ, a home for the homeless, food for the hungry and hope for their future." · We have a full-time opening for a Food Services Associate at The Fort Wayne Rescue Mission. Hourly rate s ...

  • ECI Management

    Customer Service Associate

    2 weeks ago

    ECI Management Fort Wayne, United States

    Job Description · Job DescriptionDo you enjoy working with people? Are you looking for an opportunity to challenge yourself and learn new skills? If you answered yes to these questions then you may just be the person our firm is looking for We are actively searching for a dedicat ...

  • STEM Talent Solutions

    Customer Service Associate

    1 week ago

    STEM Talent Solutions Fort Washington, United States

    Job Description · Job Description3 - 4 week position, could get extended. · Onsite · M-F 9am -5:30pm · Good for college student · Job Duties: · Must be competent in excel and data entry systems · Prior Customer Service Experience, Phone Experience, Computer Skills and ability to ...

  • Trane Technologies

    Customer Service Associate

    1 week ago

    Trane Technologies Fort Wayne, United States

    At Trane TechnologiesTM and through our businesses including Trane and Thermo King, we create innovative climate solutions for buildings, homes, and transportation that challenge what's possible for a sustainable world. We're a team that dares to look at the world's challenges an ...