Job Description. Company Culture. Mission Financial is a company whose culture is defined by the character of its team members. As a result, each team member must possess an unyielding desire to exceed client expectations. We serve our clients the way we want to be served. Being entrusted with our clients' livelihood and their life's work means that every workday activity and interaction requires the highest degree of ethics and professionalism. ...
Job Description. Essential Duties and Responsibilities. Supports execution of a strategic plan to monitor and control expenses, facilitate revenue growth, and improve productivity. Supports delivery of the client or prospect experience, including maintaining administrative procedures as well as coordinating execution of client or prospect requests. Works directly with home office departments to coordinate branch-home office workflow. Researches a...
Job Description. This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following locations : St. Petersburg, FL or Memphis, TN. Knowledge of. Functional, operational and technical requirements of all systems used by Tax Reporting. Concepts of risk management, business planning, analysis, issue tracking and ...
Job Description. Responsibilities. Enter data into standard branch systems, sorting and filing materials relating to transactions at the counter. Ask the customer to identify which product or service they are interested in purchasing and how they intend to use it. Greet customers (on incoming calls or in store) and engage them in conversation to build rapport. Enter customer name and address into the CRM system at point of purchase to ensure that...
Job Description. Responsibilities. Provide concierge-level customer service to our clients. New account onboarding. Money movement (transfers, redemptions / distributions, contributions). Processes beneficiary changes. Review and or place trades. Collect information and process insurance applications. Answer inbound phone calls. Knowledge, Skills & Abilities. Excellent interpersonal skills. Excellent attitude and an extraordinary client service o...
Job DescriptionMoney at Work, LLC : Money at Work, LLC is a full-service, personalized financial planning firm. Clients are our main priority, which is why we are growing our team and seeking a registered, team-oriented, high-performing Service Advisor to complement our existing team.Purpose of the Role : The Service Advisor is accountable for managing and nurturing existing client relationships. The primary focus is to provide high-touch service...
Job Description. Description - External. Job Summary. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality / high touch critical administrative support to Financial Advisors, th...
Job Description. Job Summary. Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to consult with Financial Advisors (FAs) and their clients regarding overall financial planning issues which may include social security rules & strategies, income tax consulting, retirement planning, equity compensation planning, qualified retirement plans, risk management, estate planni...
Job Description. Job Summary. Under general supervision, uses specialized knowledge and skill obtained through education and / or work-related experience to act as portfolio manager of residential loans and supervise others. Utilize credit and critical thinking skills associated with amendments, modifications, release of collateral for retail loans. Audit, book, analyze, administer, and reconcile retail, loans, including Residential Mortgages, Ho...
Job Description. Responsibilities. Conduct research using primary data sources, and select information needed for the analysis of key themes and trends. Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice. Develop and amend investment models to provide input to senior colleagues and / or help manage assigned portfolios. Advise manag...
Job Description. At Scheff and Liddell Wealth Group, we believe experience matters, in both depth and variety. We operate as a well-coordinated team to stay sharp and deliver on the highest level of customer service for our clients. As such, we are thrilled to be adding a Junior Financial Advisor to our team. The Advisor will begin by providing outstanding service to existing clients while representing the Scheff and Liddell brand. From there, th...
Job Description. Responsibilities. Services a high volume of daily interactions, including basic inquiries and scheduling of. meetings, with prospective and existing clients on the phone, in-person, virtually and through. mailings. Works both independently and within a dynamic team environment to provide crucial support. to the financial advisors and branch office. With a high level of organization and accuracy, processes client financial transac...
