- Create and maintain contacts, leads, and follow-ups with potential clients and entities interested in the company's services.
- Provide exceptional service and support to existing clients, investors, and contacts.
- Develop and disseminate promotional and marketing materials provided by the company.
- Contribute to regular company communications, including quarterly reports.
- Offer financial advisory services to existing clients through direct and indirect communication.
- Conduct face-to-face regular client portfolio updates and reviews.
- Assist and coordinate with other company departments to ensure positive workflow.
- Collaborate closely with the Investor Relations group, including coordination with accounting and operations teams.
- Maintain the highest professional standards in compliance-related matters.
- Ensure adherence to industry regulations and guidelines.
- Bachelor's degree
- Series 65/66
- Proven experience in a similar role, demonstrating familiarity with financial concepts, practices, and procedures.
- Excellent communication and interpersonal skills.
- Creativity and latitude in problem-solving and relationship-building.
- Strong organizational skills with the ability to lead and direct the work of others.
- Commitment to maintaining compliance with industry regulations.
- $65,000-75,000
- Bonus
- Employer Reimbursed Medical Plan
- 401(k)
- 15 Days Vacation
- 1-2 remote days per week
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Loan Specialist
4 days ago
Credit Central, LLC Greenville, United States**JOB SUMMARY** · The Loan Specialist is responsible for outside sales, credit and collections, growing the business, loan sales and documentation, task management, customer service, cashier-related activities, and meeting Operational Standards. · **ESSENTIAL JOB FUNCTIONS/DUTIES ...
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HR Clerk
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Sapphire Enterprises Greenville, United StatesGet to know a reliable partner from our company for specialists and executives with Greenville. cademify opens the doors to exciting projects and creates new perspectives for your career. We are currently looking for a personnel officer (m/f/d) for an attractive company in the lo ...
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Phoenix Technologies Greenville, United StatesWinckelmannstrasse 59, Berlin Treptow · Starting immediately · Job-ID: · Application deadline: · Caregiver for Therapeutic Living Community (m/f/d) Your responsibilities · Putting people first: You support the daily lives of residents with chronic mental illnesses as their ...
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Marriott International, Inc Greenville, United States Full timeAdditional Information Pay: $15.00/hour, Evening Shift (03:00pm-11:00pm), Full-time · Job Number · Job Category Rooms & Guest Services Operations · Location Courtyard Greenville Haywood Mall, 70 Orchard Park Drive, Greenville, South Carolina, United States VIEW ON MAP · Schedule ...
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Alston Wilkes Society Greenville, United States Full time· Level: Entry · Job Location: Greenville Residential Reentry Center - Greenville, SC · Position Type: Full-Time/Part-Time · Education Level: High School · Salary Range: $ $22.00 Hourly · Travel Percentage: None · Job Shift: Swing · Job Category: Government - Federal · Descript ...
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Part Time Supervision Specialist
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Alston Wilkes Society Greenville, United States Part timeJob Description · Level: Entry · Job Location: Greenville Residential Reentry Center - Greenville, SC · Position Type: Part Time · Education Level: High School · Salary Range: $ $22.00 Hourly · Travel Percentage: None · Job Shift: Swing · Job Category: Government - Federal · Des ...
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Senior Instrumentation and Control
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Globalpundits Greenville, United StatesSenior I&C Design Specialist · Education and Experience: · • Must have a minimum of an associates degree in a field related to the position and a minimum of 10 years progressive experience in drafting related to Engineering and Construction (nuclear preferred). · • Background an ...
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Prisma Health Greenville, United StatesThe Customer Service Specialist works under the immediate supervision of supervisors/managers in Patient Financial Services (PFS) performing tasks of moderate to difficult complexity relating to both hospital and physician accounts. Customer Service Customer Service Specialist, C ...
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Customer Advocacy Specialist
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Shellpoint Mortgage Servicing Greenville, United StatesExceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. · We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative ...
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Prisma Health Greenville, United StatesInspire health. Serve with compassion. Be the difference. · Job Summary · The Diabetes Care and Education Specialist (DCES) delivers comprehensive and seamless services that bridges the gap to integrate clinical and self-management aspects of diabetes and cardiometabolic care in ...
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Social Clinical Research Specialist
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East Carolina University Greenville, United StatesJob Title Social Clinical Research Specialist Position Number Vacancy Open to All Candidates Time-Limited Yes Department Homepage https://internal- Advertising Department IM-HEMATOLOGY/ONCOLOGY Division ECU Health/BSOM Classification Title 12416 Social Clin Resrch Spec Competency ...
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GLOBALPUNDITS TECHNOLOGY CONSULTANCY, INC. Greenville, United StatesSenior I&C Design Specialist · Responsibilities: · • Proficiency in computer aided design (CAD) with demonstrated experience with computer aided drafting applications to originate and produce drawings with minimum supervision. · • 3D modeling experience required (S3D preferred). ...
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Client Support Specialist, Employee Health
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Client Support Specialist, Employee Health
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Specialist I, Digital Engagement
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Resurgent Capital Services Greenville, United StatesAbout Us · Fueled by a fundamental belief in innovation, Resurgent Capital Services is an industry-leading financial services company in our sector. It all began 25 years ago when a small group of successful entrepreneurs had a vision for a new type of asset receivables company. ...
Investor Relations Specialist - Greenville, United States - Find Great People | FGP
Description
Our client is hiring an Investor Relations Specialist for their downtown Greenville location. This role will partner closely with fund managers and clients. This role allows for 1-2 days remote.
Responsibilities:
Qualifications:
Compensation & Benefits:
Investor Relations Specialist professionals in Greenville
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Chris Kimbrell
IT Technian & Manager with 20+ years experience.