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client service associate
Found in: MyJobHelper US C2 - 4 days ago
Wealth Enhancement Group Acquisition Fort Myers, FL , USA, United StatesAbout Wealth Enhancement Group · Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi ...
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Customer Service Associate
Found in: Lensa US 4 C2 - 2 days ago
Winn-Dixie Fort Myers, United StatesWinn-DixieWinn-Dixie Retail Stores S CLEVELAND AVE UNIT 19 [Retail Associate / Team Member] As a Customer Service Associate at Winn-Dixie, you'll: Provide continuous attention to customer needs; Greet, assist and thank customers in a prompt, courteous and friendly manner; Stock f ...
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Customer Service Associate
Found in: Lensa US 4 C2 - 6 days ago
Johnson Controls Fort Myers, United StatesCompany Description · What Will You Do? · Full time Account Representative to work within our FireMaster Administrative Assistant Department. Responsibilities include answering inbound calls, dispatching service calls and coordination of technician schedules. Prepare completed w ...
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Client Services Associate
Found in: Betterteam US S2 T2 - 18 hours ago
Equity Trust Fort Myers, United States Full time*This position is located in our Fort Myers, FL office but eligible for a hybrid schedule. · When you work at Equity Trust, there is never a dull moment You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and d ...
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Client Services Associate
Found in: Betterteam US S2 T2 - 2 weeks ago
Equity Trust Fort Myers, United States Full time*This position is located in our Fort Myers, FL office but is eligible for a hybrid schedule. · When you work at Equity Trust, there is never a dull moment You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience an ...
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client service associate i
Found in: MyJobHelper US C2 - 4 days ago
Arthur J. Gallagher & Company Fort Myers, FL , USA, United StatesThe Branch Client Service Associate is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support. This role repor Client Service, Associate, Cl ...
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flexible customer service associate
Found in: Careerbuilder One Red US C2 - 4 days ago
Hertz US-, Fort Myers, FL , USA, United StatesHertz - JobID: 20245 [Auto Service Technician] As a Service Associate at Hertz, you'll: Load, transport and deliver items to clients or businesses in a safe, timely manner; Ensure items are delivered in proper condition; Review orders before and after delivery to ensure orders ar ...
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Associate Director of Student Services
Found in: Lensa US 4 C2 - 1 day ago
Keiser University Fort Myers, United StatesThe Associate Director of Student Services provides quality programs and services that facilitate access and foster academic, career, and personal success for all students. The Associate Director of Student Services also provides support to the Director of Student Services. The A ...
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Flexible Customer Service Associate
Found in: Lensa US 4 C2 - 1 day ago
Hertz Fort Myers, United StatesJob Description · Accelerate your career with Hertz · Wage: $14/HR + monthly incentives · Job Description: · The Flexible Customer Service Associate consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and ov ...
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Customer Service Sales Associate
Found in: Talent US C2 - 6 days ago
Hertz Fort Myers, United States Full timeHertz, an industry leader is seeking high-charged, high-energy, team-driven individuals to work as Customer Service Sales Associate. As a Customer Service Sales Associate, you will have the opportunity to drive Hertz cars while getting paid a competitive wage of $13 per hour. · ...
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Medical Library Services Associate
Found in: beBee S2 US - 2 weeks ago
Lee Health Fort Myers, United States Full timeLocation:HealthPark Medical Center -9981 So HealthPark CircleFort Myers FL 33908 · Department: Library · Work Type: Full Time · Shift: Shift 1/8:00:00 AM to 4:30:00 PM · Minimum to Midpoint Pay Rate:$ $20.16 / hour · Summary · This position provides circulation and reference serv ...
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Patient Services Specialist Transition Associate
Found in: Lensa US 4 C2 - 2 days ago
American Oncology Management Company Fort Myers, United StatesLocation: · Work At Home Pay Range: · $ $27.86 RESPONSIBILITIES: · Subject matter expert and trainer on transition issues related to front desk operations of clinic. Support staff transitioning to a new organization, and act as an advocate for change of necessary policies. To ...
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Brokerage Registered Client Service Associate
Found in: Talent US C2 - 5 days ago
Truist Fort Myers, United States Full timeESSENTIAL DUTIES AND RESPONSIBILITIES · Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. · 1. Assist Financial Advisors in servici ...
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Customer Service Branch Associate-Delivery Driver
Found in: MyJobHelper US C2 - 2 days ago
Sherwin-Williams Fort Myers, United StatesThe Branch Associate is responsible for receiving and preparing orders, as well as safely moving, loading, and delivering products. This position is also expected to provide customer service and operate tinting, mixing and color matching equipment, as needed. · The individual sel ...
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Student User Services Support Associate
Found in: beBee S2 US - 2 weeks ago
Florida Gulf Coast University Fort Myers, United States Part timeJob Summary · Student User Services Support Associates are part-time employees of User Services which supports a wide variety of technologies at the University. · User Services is part of the Information Technology Services Department. Information Technology Services consists of ...
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OPS User Services Support Associate
Found in: beBee S2 US - 2 weeks ago
Florida Gulf Coast University Fort Myers, United States Part timeJob Summary · OPS User Services Support Associates are part-time employees of User Services which supports a wide variety of technologies at the University. · User Services is part of the Information Technology Services Department. Information Technology Services consists of mult ...
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Customer Service Branch Associate-Delivery Driver
Found in: One Red Cent US C2 - 6 days ago
The Sherwin-Williams Company Fort Myers, United StatesThe Branch Associate is responsible for receiving and preparing orders, as well as safely moving, loading, and delivering products. This position is also expected to provide customer service and operate tinting, mixing and color matching equipment, as needed. · The individual sel ...
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Customer Service Branch Associate-Delivery Driver
Found in: Lensa US 4 C2 - 6 days ago
Sherwin-Williams Fort Myers, United StatesJob Description · The Branch Associate is responsible for receiving and preparing orders, as well as safely moving, loading, and delivering products. This position is also expected to provide customer service and operate tinting, mixing and color matching equipment, as needed. ...
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Gastroenterology Job Near Fort Myers, FL
Found in: Zoho Direct Apply - 6 days ago
Atlantic MEDsearch Fort Myers, United StatesMulti-specialty group seeks 4th GI associate. Group consists of 40 physicians representing nearly 30 medical specialties. Services include GI, neurology, primary care, cardiovascular, surgery, rheumatology & pulmonology. Responsibilities involve a full range of inpatient & outpat ...
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Non-Invasive Cardiology Job Near Ft. Myers, FL
Found in: Zoho Direct Apply - 4 days ago
Atlantic MEDsearch Fort Myers, United States30 Year-Old Cardiology practice seeks a new associate. Join a well-established group & work alongside 2 non-invasive cardiologists, 1 invasive cardiologist & an experienced APP team. Enjoy a very strong referral base plus a supportive administrative team. This full-service clinic ...
Client Service Associate - Fort Myers, United States - Wealth Enhancement Group
Description
About Wealth Enhancement GroupWealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients.
We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach.
We proudly provide unique financial plans and investment management services to over 55,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future.
For more information, please visit Fort Myers, FL office has an excellent opportunity for a Client Service Associate. This individual will be focused on onboarding and servicing our high-net-worth clients.We are looking for someone with a high level of professionalism and knowledge to enhance our relationships with our clients who have complex service and investment needs.
The salary target for this role is $42, $48, This position is eligible for an annual bonus.We select our initial compensation target using national compensation survey data.
When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers.
We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one. Primary Job Functions New Client OnboardingEnsures accurate completion of prospect or new client paperwork and account set upFollow up on funds transfer from surrendering companyMaintains (CRM) database and client files (Filing, copies, data input)
Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendorsRecord incoming assets to the appropriate blotting toolClient Relationship ManagementPrepares account transactions, trades, deposits, withdrawals, RMDs, etc.
Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processingMay work with client's tax or legal counsel on client concernsIndustry/Product/Company KnowledgeDemonstrates knowledge and can accurately execute against WEG's Suitability Guidelines, operational processes and sales modelUnderstands financial terminology and productsAttends Client Services and company educational eventsMay attend vendor presentationsTeam and Corporate SupportAssists Advisor Team Operations to streamline processesCompletes operational projects to support enhancements and changesCommunicates process and sales updates to teamEducation/QualificationsHigh school diploma (college degree desirable)Financial industry experience is preferredExcellent customer service through strong communication skills.
Ability to prioritize work and projectsAttention to detail, work with deadlines,Works well under pressure on a high-performing teamExperience working with systems; Microsoft Outlook, Microsoft Office (especially Excel), SalesforceIND123Comprehensive Benefits OfferingsOur benefits aim to balance four key elements that make life and work meaningful:health and wellness, financial well-being, professional development, and work/life harmony.
You may participate in the following benefits & development opportunities:
Training and professional developmentMedical and dental coverage401k - with match and profit sharingHealth care spending and savings accountsDependent care spending accountVision coverageWellness programs and resourcesLife insurance - employer paidShort-term and long-term disability - employer paidPaid Time Off10 paid holidays each yearPaid parental leaveTuition reimbursementShould you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.Click the following link to view Federal and E-Verify posters:
LinkOSHA Requirements:
This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.