Jobs
>
St. Louis

    Account Services Specialist - St. Louis, United States - Buckingham Group

    Buckingham Group
    Buckingham Group St. Louis, United States

    1 week ago

    Default job background
    Full time
    Description

    As an Account Services Specialist, you will have the opportunity to work as part of a collaborative team responsible for supporting our network of advisors in all things related to service and operations. As a member of the Service, Trading, & Operations team, the Cashiering Specialist will work with advisors and internal team members to move client funds at our custodian partners as well as on our portfolio management systems.

    We are open to local St. Louis candidates offering a hybrid working schedule, Monday-Friday 8:30am-5:00pm.

    Essential Job Duties and Responsibilities:

  • Manages and accurately processes cases in the Salesforce queue per the team's service standards.
  • Provides status updates, as needed, to Service Managers and advisors regarding pending transactions and service requests.
  • Works with custodian partners to resolve any outstanding issues and come up with creative solutions to complex issues that arise.
  • Remains proactive when problem solving on behalf of our advisors' clients.
  • Uses excellent communication skills, both verbal and written, as this role is client-facing
  • Provides Regional Ops phone support
  • Is highly organized and has strong attention to detail with the ability to deliver excellent results
  • Remains current on trends and policy changes required by custodians due to regulatory changesBasic Qualifications:
  • Bachelor's Degree required
  • 2+ years working in financial services or client services preferred. Experience working with Charles Schwab, Fidelity, or Pershing a plus.
  • Thrive in a fast-paced work environment while executing service level standards
  • Desire to take ownership and provide the best customer service in the industry
  • Proactive with the ability to think ahead and act independently
  • Must work well in a team environment, supporting others and filling in as necessaryBuckingham's Compensation and Benefits

    This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate's medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.

    Who is Buckingham Wealth Partners?

    Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor's workday so they can spend more time helping clients achieve their dreams of financial prosperity.

    Buckingham employs more than 600 associates in over 50 office locations nationwide.

    Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core 'Passion To Do Right' and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran's status, genetic information or any class protected by applicable law or ordinance.

    Buckingham's Awards & Accolades

  • Top Workplace in St. Louis, St. Louis Post Dispatch, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016
  • Top RIA Firms, Barron's, 2023, 2022, 2021, 2020, 2019, 2018, 2017
  • Top RIA Firms, Forbes, 2022
  • Top 25 RIA, Financial Advisor Magazine, 2023, 2022, 2021, 2020, 2019, 2018, 2017
  • Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019
  • Top Registered Investment Advisers, Financial Times, 2020, 2019
  • Top Grower in Missouri in 2022, Citywire RIA

  • AAA Missouri

    Retail Service Specialist

    1 week ago

    AAA Missouri Saint Louis, United States Full time

    Retail Service SpecialistWe are looking for someone who will thrive in a sales and service environment. We'll provide the training you need on an array of AAA products and services to interface with members with confidence. This training will help you meet your individual and tea ...

  • Hanover Community Bank

    Loan Servicing Specialist Iii

    4 days ago

    Hanover Community Bank Garden City Park, United States

    **Loan Servicing Specialist III**: · **ABOUT US**: · Hanover Bank, The Bank of YOU - When you love your work and the people you work with, careers are made · Embracing diversity, valuing inclusion and showing respect are the foundation upon which we build our team. At Hanover Ban ...

  • FusionWorks

    Engineer/ Specialist in Technical Building Services

    1 week ago

    FusionWorks St. Clair, United States

    Job ID: FRA00005 · Join us in shaping a better world · At the heart of our work are talented individuals who are the driving force behind our projects. As planners, we follow an integrated planning approach. Our commercial real estate projects include both new construction and re ...

  • CSTK Inc- Velociti Inc

    Service Billing Specialist

    1 week ago

    CSTK Inc- Velociti Inc Saint Louis, United States

    Job Description · Position: Service Billing SpecialistLocation: St. Louis, MO Pay Range:$17.00 to $20.00 depending on skill set Job Type: Full-TimeCompany: CSTK Inc. is an award-winning Authorized Thermo King dealership group providing a complete line of refrigerated transportati ...

  • TEKsystems

    Customer Service Specialist

    6 days ago

    TEKsystems St. Louis, MO, United States

    Teksystems is currently seeking an experienced Patient Access Representative for an on site role in St. Louis, MO - Interviewing Immediately · What does the Customer Service Specialist do? · Customer Service Specialists are responsible for learning and understanding the entire fr ...

  • TEKsystems

    Customer Service Specialist

    1 week ago

    TEKsystems St. Louis, United States Contract

    Description: · Position Summary: · Customer Service Specialists are responsible for learning and understanding the entire front-end process to ensure successful service for our patients. The Customer Service Specialists works in a fast-paced environment answering inbound calls an ...

  • TEKsystems

    Automotive Service Specialist

    4 days ago

    TEKsystems Saint Louis, MO, United States

    Description: · The Technical Specialist works in a group supporting the many products in the Lubrication Business Unit. The products include hand-held lubrication tools, pumps, meters, valves, lubrication systems, and fluid management systems. Lincoln services most industries tha ...

  • TEKsystems

    Automotive Service Specialist

    5 days ago

    TEKsystems Saint Louis, MO, United States

    Description: · The Technical Specialist works in a group supporting the many products in the Lubrication Business Unit. The products include hand-held lubrication tools, pumps, meters, valves, lubrication systems, and fluid management systems. Our client services most industries ...

  • BJC HealthCare

    Vocational Services Specialist

    5 days ago

    BJC HealthCare St Louis, United States

    Facilitates linkage and coordination with area employment resources that increase the opportunities for meaningful employment and educational experiences. Responsibilities Develops a variety of employment and educational opportunities for BJC Behavio Vocational, Specialist, Healt ...

  • AAA

    Insurance Service Specialist

    2 weeks ago

    AAA St Louis, United States

    AAA Watson Rd [Guest Service / Front Desk] As an Insurance Service Specialist at AAA, you'll: Be responsible for the maintenance and servicing of insurance policies; Verify new business applications; Process insurance and membership payments; Provide information to members regard ...

  • Truist Financial Corporation

    Client Service Specialist

    5 days ago

    Truist Financial Corporation St Louis, United States

    Primary Purpose: Build and maintain professional rapport with clients, vendor and teammates by providing superior internal and external service support. Work as a supportive member of the sales and service teams. - - Hybrid Schedule - - ESSENTIAL DUT Client Service, Specialist, I ...

  • McGriff Insurance Broker

    Client Service Specialist

    5 days ago

    McGriff Insurance Broker St Louis, United States

    Primary Purpose: Build and maintain professional rapport with clients, vendor and teammates by providing superior internal and external service support. Work as a supportive member of the sales and service teams. - - Hybrid Schedule - - ESSENTIAL DUT Client Service, Insurance, Sp ...

  • CSTK Inc- Velociti Inc

    Service Billing Specialist

    1 week ago

    CSTK Inc- Velociti Inc St. Louis, United States

    · Position: Service Billing Specialist · Location: St. Louis, MO · Pay Range:$17.00 to $20.00 depending on skill set · Job Type: Full-Time · Company: CSTK Inc. is an award-winning Authorized Thermo King dealership group providing a complete line of refrigerated transportation ...

  • State of Missouri

    Social Services Specialist

    1 week ago

    State of Missouri St Louis, United States

    Job Location: This position will be located in St. Louis, MO (office location will vary depending on candidate selected). · The Department of Social Services partners with families and communities to protect children, rehabilitate youth and move families to self-sufficiency so th ...

  • CSTK Inc- Velociti Inc

    Service Billing Specialist

    5 days ago

    CSTK Inc- Velociti Inc Saint Louis, MO, United States

    Position : Service Billing Specialist Location: St. Louis, MO · Pay Rang e: $17.00 to $20.00 depending on skill set · Job Type : Full-Time Company : CSTK Inc. is an award-winning Authorized Thermo King dealership group providing a complete line of refrigerated transportation p ...

  • TEKsystems

    Customer Service Specialist

    1 week ago

    TEKsystems Saint Louis, United States

    Job Description · Job DescriptionDescription: · Position Summary: · Customer Service Specialists are responsible for learning and understanding the entire front-end process to ensure successful service for our patients. The Customer Service Specialists works in a fast-paced envir ...

  • TEKsystems

    Customer Service Specialist

    1 week ago

    TEKsystems Saint Louis, United States

    Job Description · Job DescriptionTeksystems is currently seeking an experienced Patient Access Representative for an on site role in St. Louis, MO - Interviewing Immediately · What does the Customer Service Specialist do? · Customer Service Specialists are responsible for learnin ...

  • Humane Society of Missouri

    Customer Service Specialist

    1 week ago

    Humane Society of Missouri Saint Louis, United States

    Job Description · Job DescriptionThe Humane Society of Missouri is seeking a highly motivated individual with a passion for helping animals. Our Customer Service Specialist interacts with the public both in-person and by phone to conduct animal intake/receiving, processing, and a ...

  • Truist Inc

    Client Service Specialist

    1 week ago

    Truist Inc St Louis, United States

    The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. · Need Help? ) · If you have a disability and need assistance with the application, you can requ ...

  • Humane Society of Missouri

    Customer Service Specialist

    1 week ago

    Humane Society of Missouri St. Louis, United States

    The Humane Society of Missouri is seeking a highly motivated individual with a passion for helping animals. Our Customer Service Specialist interacts with the public both in-person and by phone to conduct animal intake/receiving, processing, and adoption of animals. This role pri ...