- Redtail, LPL, Schwab, MoneyGuide Elite, & CalendlyQualified candidates will start the process by having a 15 30 minute zoom interview conducted by our consultant (who is the hiring manager for this position).
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Customer Service Associate
5 days ago
Tischlers Market Plainfield, United StatesWe are a family-owned and operated Meat Market and Deli that has been serving the Plainfield, IL area since September 2004. We pride ourselves on courteous service and serving our customers the finest meats, seafood, and cheeses in town · If this sounds like a good fit for you, r ...
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Equipment Service Associate
1 week ago
RENTALMAX LLC Roselle, United States**Equipment Service Associate** · RentalMax, LLC · Department: Operations · Supervisor Title: Store Manager · Direct Reports? No · **RentalMax Core Values**: · We CARE for each other and our customers. · We work with PASSION, and our enthusiasm brings energy to our team and custo ...
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Equipment Service Associate
1 week ago
RentalMax Roselle, United States**Yard Service** · Department: Operations · Supervisor Title: Store Manager · Direct Reports? No · **Rental Max Core Values**: · We CARE for each other and our customers · We work with PASSION, and our enthusiasm brings energy to our team and customers. · When faced with a tough ...
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Service Associate
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Montefiore Medical Center Bronx, United States**SUMMARY OF POSITION**: · It is expected that all Service Associates will function as members of a team dedicated to support the highest quality care and services to our patients by assisting in such functions as maintaining a safe, clean, and functional environment; assisting w ...
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Service Associate
6 days ago
UBS Weehawken, United StatesUnited States - New Jersey · - Business development, Management and Business Support, Operations, Risk, Training and development · - Global Wealth Management · **Job Reference #** · BR · **City** · - Weehawken · **Job Type** · - Full Time · **Your role** · - Are you incredibly or ...
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Customer Service Associate
6 days ago
Grundy Bank Morris, United States**Overview**: · We are seeking a highly motivated and customer-oriented individual to join our team as a Customer Service Associate. As a Customer Service Associate, you will be responsible for providing exceptional service to our customers and assisting them with their inquiries ...
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Lead Service Associate
6 days ago
Rite Aid Staten Island, United StatesCompany · - Rite Aid · - Shift · - WORK_SHIFT_Night · - Requisition · - JR032871 · - Last Updated · - Department · - Lead Service Associate · **Job Locations**: · - Rite Aid Store Richmond Avenue, Staten Island, New York, Job Description · Lead Service Associate · Contribute to o ...
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Lead Service Associate
16 hours ago
Rite Aid Staten Island, United StatesCompany · - Rite Aid · - Shift · - WORK_SHIFT_Night · - Requisition · - JR032871 · - Last Updated · - Department · - Lead Service Associate · **Job Locations**: · - Rite Aid Store Richmond Avenue, Staten Island, New York, Job Description · Lead Service Associate · Contribute to o ...
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Member Service Associate
16 hours ago
St. Mary's Bank Hudson, United States Part time**WHAT'S NOT TO LOVE ABOUT WORKING AT ST. MARY'S BANK?** · **At St. Mary's Bank**, we take pride in our heritage as New Hampshire's · - and the Nation's · - first credit union. For over a century we've been committed to the credit union philosophy of "people helping people." · St ...
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Customer Service Associate
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Tech Connected New York, United States**Job Location**: New York City · **Position**: Customer Service Associate · **About the Role**: · We're seeking a dedicated individual to join our team as a Customer Service Associate. As a Customer Service Associate, you will be responsible for providing exceptional service to ...
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Associate Service Manager
4 days ago
Morgan Stanley New York, United StatesAssociate Service Manager · Job Number: · 3252561 · POSTING DATE: May 16, 2024 · PRIMARY LOCATION: Americas-United States of America-New York-New York · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Assistant Vice President · DESCRIPTION · -: · Service Managers ...
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Service Desk Associate
5 days ago
NYC Careers Brooklyn, United States**SERVICE DESK ASSOCIATE**: · - Apply**SERVICE DESK ASSOCIATE**: · - Agency: HRA/DEPT OF SOCIAL SERVICES · - Posted on: 05/15/2024- Job type: Full-time · Location · BROOKLYN · - Title Classification: Exam may be required · Department · Mgmt Information System-NM · - Salary range: ...
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Facility Services Associate
1 week ago
Swiss Post Solutions New York, United States_**The Facilities Associate**_ is primarily responsible to aide in managing the facilities and operations of the office. The Facilities Associate will work with Facilities Lead in determining service needs. The Facilities Associate will be responsible for assistance in oversight, ...
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Office Services Associate
5 days ago
Wlliams Lea New York, United StatesWilliams Lea is hiring for an Office Services Associate for our New York City office to work Monday to Friday 2:00 pm to 11:00 pm · Pay: $18.00/hour · **Benefits**: · - Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug) · - 401k Retirem ...
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Office Services Associate
1 week ago
Wlliams Lea New York, United StatesWilliams Lea is hiring for an Office Services Associate for our New York City office to work Monday to Friday 8:30 am to 5:30 pm · Pay: $18.00/hour · **Benefits**: · - Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug) · - 401k Retireme ...
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Sales and Service Associate
3 days ago
Popular Bank Brooklyn, United StatesDate: May 17, 2024- Location: Brooklyn, NY, US, Company: Popular- Workplace Type: On-site**Sales and Service Associate**: · At** Popular, **we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. As empl ...
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Associate, Client Services
4 days ago
Songtrust New York, United StatesSongtrustR is the world's largest technology solution for global music publishing royalty collection and administration. It was founded to simplify music rights management and remove the complexity of the publishing landscape. Songtrust's core mission is to help musicians, publis ...
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Client Service Associate
4 days ago
LPL Financial Paramus, United StatesAre you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about d ...
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Patient Services Associate
5 days ago
Penn Medicine Plainsboro, United States**Description** · Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration w ...
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Customer Service Associate
1 week ago
Brickman's Ace Hardware New York, United StatesWe are a neighborhood Ace Hardware store in search of dedicated Customer Service Associates to join our team. If you're committed to providing exceptional service and enjoy working in a customer-oriented environment, we invite you to apply. · **Key Requirements**: · **Retail Expe ...
Client Service Associate - Mountainside, United States - RIA Recruiting
Description
Talisman Wealth Advisors, a growing financial advisory firm located in Mountainside, NJ, is seeking a PERMANENTLY REMOTE Client Service Associate to join our team.
We are a financial planning firm that has client service as our #1 priority, and we are looking for someone with the same mindset to join us as a full-time CSA.
You will be working with our team under the direction of our Lead Advisors. As a small business, we work as a tight-knit team.To learn more about the firm, please visit our website:
We focus on financial planning geared towards women, first generation wealth, and business owners. This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace that you can work comfortably full time. This position is open to candidates in Eastern and Central time zones.
Salary & Benefits:
Starting salary of $60,000 to $65,000 per year, based on experience 401(k) with safe harbor 3% match Health insurance stipend Vacation/PTO Great team working environment with professional growth opportunities Healthy work-life balance is a priority to us, and we want it to be a priority for you tooResponsibilities: Handle all paperwork for clients and the firm's custodian Respond to client requests quickly and professionally Client meeting prep and follow up tasks Deliver a high-quality and consistent client experience while proactively identifying areas for improvement Provide administrative support to the Lead Advisors Coordinate client meeting scheduling, including in-person and video meetings Follow workflows in our CRM and assist to refine existing workflows and build new ones Proactively assist lead advisors to push tasks to completion - "what can I take off your plate?" Requirements: 5 years of experience in client service in a financial advisory firm Proactive in taking tasks off Lead Advisors Ability to handle a variety of tasks and prioritize Good time management and able to work autonomously - we do NOT micromanage Tech-savvy with the ability to learn to navigate various web-based platforms Positive, energetic, friendly, and client service-oriented Detail-oriented and organized Ability to follow/interpret procedures and see tasks and projects through to completion NOT required but will be a plus - experience with any of our tech