The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Sup

The primary responsibilities of this position will be to lead a team of Treasury Management Sales and Operational Support staff, grow deposit services for the Company and generate new business deposits and treasury management services opportunities as a producing manager. Additional responsibilities include developing and implementing strategic and tactical plans, creatin

The Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements

This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position will advise clients of risks and opportunities associated with investing. This role will typically handle 100 150 clients with a Book of Business totaling between $5 million and $10 mill

Document, support and maintain customer calls and computer hardware. ESSENTIAL DUTIES RESPONSIBILITIES Respond to routine support requests via phone, email and work orders utilizing the company support tracking software Research more complicated support requests and routes to appropriate personnel as necessary; Ensure all work orders are completed timely Maintain, trouble

Are you a people person who loves solving problems? Do you love music? Do you believe in the power of music to bring people together? If you do, and you want to be a key player in an organization whose purpose is to fill the world with more music and to develop generations of new musicians then we have a position where you can find your sound. The Lesson Studio at Music &

Are you an outgoing professional who thrives when working independently? Do you enjoy getting out of the office and connecting with customers where they are? Ready for a financially rewarding job that can lead to real career opportunities? Spectrum is building a NEW residential outside sales team one that will drive impact for our business, customers and everyone who join