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Client Services Associate
1 week ago
Hilltop Wealth Advisors, LLC Chapel Hill, United StatesI. MISSION · The Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support the vision, positive culture and ...
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Client Services Associate
5 days ago
Hilltop Wealth Advisors Chapel Hill, United StatesI. MISSION · The Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support the vision, positive culture and ...
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Client Services Associate
1 week ago
Hilltop Wealth Advisors Chapel Hill, United StatesI. MISSION · The Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support the vision, positive culture and ...
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Support Services Associate
12 hours ago
University of North Carolina Chapel Hill, United StatesPosting Information · Posting Information · Department · ES Admin-227010 · Career Area · Facilities and Skilled Trades · Is this an internal only recruitment? · No · Posting Open Date · 05/17/2024 · Application Deadline · 05/31/2024 · Position Type · Permanent Staff (SHRA) · Po ...
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Client Services Associate
6 days ago
Hilltop Wealth Advisors, LLC Chapel Hill, United StatesJob Description · Job DescriptionI. MISSION · The Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support ...
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Food Services Associate- PRODUCTION
2 weeks ago
UNC Medical Center Chapel Hill, United StatesThis position assists higher-level personnel in preparing and serving food, and maintaining a clean work area Work is reviewed for adherence to sanitary standards and completion of assignments. Responsibilities:1. Assists with dirty food tray removal Food Service, Production, Ass ...
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Sales & Customer Service Associate
5 days ago
Massage Envy Chapel Hill, United StatesOverview · Where Better Careers Begin · Do you have a passion for helping others? At the Massage Envy Chapel Hill franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent ex ...
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Sales & Customer Service Associate
1 week ago
Massage Envy Chapel Hill, United StatesOverview: · Where Better Careers Begin · Do you have a passion for helping others? At the Massage Envy Chapel Hill franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent ...
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Food Services Associate: Retail
2 weeks ago
UNC Health Care Chapel Hill, United StatesJob Description · Description · Become part of an inclusive organization with over 40,000 diverse employees, whose mission is to improve the health and well-being of the unique communities we serve. · Summary: · This position assists higher-level personnel in preparing and ser ...
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beBee Handyman Dovray, MN, United States FreelanceWe are a non-profit sports association located in Dovray, MN, without a physical headquarters or employees. What type of company or business requires consulting services? · Non-profit association · What services are needed? · Adaptation to data protection regulations (GDPR), adap ...
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Customer Service Associate
2 weeks ago
Home Goods Winston-Salem, United StatesHomeGoods Hanes Mall Blvd 27103 [Retail Associate / Team Member] As a Customer Service Associate at HomeGoods, you'll: Provide prompt, courteous and knowledgeable service to internal and external customers; Engage customers, provide support and create a positive shopping environm ...
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Support Services Associate
1 week ago
Winston-Salem State University Winston-Salem, United StatesThe purpose of the Support Service Associate position (Mail Clerk) is to handle all student mail at the retail window and deliver mail throughout the campus community with excellent customer service. Primary Function of Organizational Unit The missio Support, Associate, Service, ...
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Customer Service Associate
2 days ago
Pull-A-Part Winston-Salem, United StatesJob Type · Full-time · Description · "When your car doesn't work, your life doesn't work" That's our motto here at Pull-A-Part, and it's the challenge that we help our customers overcome every day We're currently looking for happy, goal-oriented individuals, who love to assist ...
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Repair Services Associate
5 days ago
Revive Staffing Solutions Inc Buffalo Grove, United StatesAIT (Printer Repair) · ***Must have Soldering experience*** · Works on all printer repairs - including mobile/handheld printers, to large size printers. · Performs basic tasks associated with servicing customer product, adhering to productivity and quality standards. · Services ...
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Repair Services Associate
5 days ago
Ageatia Global Solutions Buffalo Grove, United States***Must have Soldering experience*** · RESPONSIBILITIES: · Works on all printer repairs - including mobile/handheld printers, to large size printers. · Performs basic tasks associated with servicing customer product, adhering to productivity and quality standards. · Services cust ...
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Lead Customer Service Associate
1 day ago
Zips Car Wash Winston-Salem, United StatesJob Details · Job Location · NCWIN University - Winston Salem, NC · Position Type · Full Time · Education Level · High School · Salary Range · $ $15.00 Base+Commission/month · Travel Percentage · None · Job Shift · Any · Job Category · Customer Service · Description ...
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Customer Services Associate
5 days ago
VASA Fitness Tinley Park, IL, United StatesPOSITION DESCRIPTION · POSITION TITLE: Member Experience Specialist (MES) · FLSASTATUS : Hourly · COMPENSATION: Base rate of $14.00 per hour, plus $2 - $4 commission eligibility for memberships and personal training sales · JOIN OUR TEAM · At VASA Fitness, we want to create an up ...
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Part Time Customer Service Associate
1 week ago
Zips Car Wash Winston-Salem, United States Part timeJob Details · Job Location · NCWIN University - Winston Salem, NC · Position Type · Part Time · Education Level · High School · Salary Range · $ $14.00 Base+Commission/month · Travel Percentage · None · Job Shift · Any · Job Category · Customer Service · Description ...
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Part Time Customer Service Associate
19 hours ago
Zips Car Wash Winston-Salem, United States Part timeJob Details · Job Location · NCWIN Oxford - Winston Salem, NC · Position Type · Part Time · Education Level · High School · Salary Range · $ $14.00 Base+Commission/month · Travel Percentage · None · Job Shift · Any · Job Category · Customer Service · Description · H ...
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Repair Service Associate I
1 week ago
JobRialto Buffalo Grove, United StatesJOB RESPONSIBILITIES: Works on all printer repairs - including mobile/handheld printers, to large size printers. Performs basic tasks associated with servicing customer product, adhering to productivity and quality standards. Services customer product, including reviewing custome ...
Client Service Associate - Chapel Hill, United States - BCI - Brokerage Consultants Inc.
Description
Independent fee-only investment advisory firm seeks CSA to support Advisory and Client Services teams, focusing on team engagement/client success, with the full scope of the role including day-to-day operations, communications, investment management, compliance, and technology.
Responsibilities:
Answer calls, manage contacts/schedules/expenses; produce reports and create presentation materials; maintain/retain office files consistent with firm policies/requirements; administrative tasks/projects as needed
Send paperwork to clients using electronic signature system adhering to custodian compliance rules; quality check and submit custodial items for processing
Support Compliance in maintaining effective/robust investment advisory compliance program; conduct compliance program tests; perform other compliance related tasks/projects as needed
Weekly prep to ensure Advisory and Client Services teams are ready for upcoming client meetings
Support client onboarding in eMoney and Orion; support preparation/production of complex client requests (gain/loss calculations); lead initiatives/projects in support of Advisory teams; gather/prepare information for advisory meetings with clients
Support marketing and client events as requested including newsletters, blogs, social, website, communications, office events, etc.
Requirements:
Bachelor's degree; 0-4 years in financial services client services and/or operations
Experience with financial planning applications (eMoney, Orion, or similar) and custodial platforms (Fidelity, Pershing, or similar) preferred
Willing to obtain Financial Paraplanner Qualified Professional (FPQP) certification; knowledge of RIA operations/regulations/compliance/oversight preferred; leadership experience demonstrated through reporting structure/special projects
Excellent verbal/written communication skills; personal integrity/honesty/ability to handle confidential information daily; ability to handle stress in ever-changing investment market; excellent time management/organizational skills; ability to prioritize multiple tasks and anticipate potential problems; proactive; able to work independently; exhibit high standards/good judgment