Brokerage Operations & Client Services Associate
Jobtailor
Your Journey Financial Advisors in Gastonia, NC seeks a securities-licensed administrative professional to support broker-dealer operations and advisor service. You will assist advisors, manage account inquiries, and process new accounts, transfers, and servicing tasks while ensuring accuracy and regulatory compliance. Ideal candidates bring FINRA licenses, several years in brokerage operations, and a client-focused communication style. #J-18808-Ljbffr Jobtailor
- ...Overview Duration: Full Time The Bilingual Customer Service Associate is responsible for tasks such as high-volume order entry, answering... ...Warehouse, Finance, and Account Management teams to ensure smooth operations. Responsibilities Work with the Customer Service team in the...OperationsFull timeWork at officeImmediate start
- ...Jackson Hewitt - JobID: 100-169688502 [Customer Service Representative] As a Client Service Associate at Jackson Hewitt, you'll: Greet all potential clients with a friendly and professional demeanor; Engage in conversation with potential clients to share information about...SuggestedImmediate start
- ...The Service Advisor serves as the liaison between City departments and Fleet Services and is responsible for coordinating vehicle service... ...with at least two years of experience in fleet maintenance operations is preferred. Special Requirements A valid driver’s license is...OperationsLong distance
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- ...greeting and welcoming patients, providing excellent customer service both in-person and over the phone, collecting co-payments, scheduling... ...communication skills as well as knowledge of medical practice operations. Requires interpersonal skills necessary to function as...OperationsFull timeWork at office
- ...that just happens to serve steaks. Legendary Food and Legendary Service is who we are. We’re about loving what you’re doing today and... ...the Service Manager in managing the Front of House daily operations. If you have a passion for Legendary Food, Legendary Service,...OperationsTemporary workLocal areaFlexible hours
- ...Franklin Blvd, Gastonia, NC 28054 Customer Service Specialists work closely with wholesale... ...customer concerns and ensure maximum client satisfaction as well as stay up-to-date... ...to protect the business and its operations and reputation and is necessary to protect...OperationsFull timeFor contractorsWork experience placementAfternoon shift
- ...consider starting your career at Spectrum as a professional Customer Service Representative on our billing team. Customer Service... ...professionalism and courtesy We are a large organization operating 24/7 bustling call centers offering a variety of shifts. On any...OperationsLocal areaVisa sponsorshipShift workNight shift
$16 - $19 per hour
...Walgreens is seeking Customer Service Associates to assist customers, operate cash registers, and support daily retail store operations. Customer Service Associates are responsible for greeting customers, operating the register, processing cash and card payments, assisting...OperationsHourly payFull timePart timeShift workNight shiftWeekend work$12 - $15 per hour
Family Dollar is seeking Cashiers to assist customers, operate cash registers, and support daily store operations. Cashiers are responsible... ...Family Dollar Cashiers are responsible for providing customer service, operating registers, handling cash transactions, assisting...OperationsHourly payFull timePart time$14 - $18 per hour
Tractor Supply Cashiers and Customer Service Associates operate the register, assist customers with purchases and product questions, restock shelves, help maintain store cleanliness, assist with returns and exchanges, and support general store operations. This position...OperationsHourly payFull time- ...In addition to delivery duties, the position supports showroom operations, warehouse functions, and customer account activities to... ...escalate customer concerns as needed Provide exceptional customer service and represent the brand professionally in all interactions Support...OperationsFull timeLocal area
- ...Gastonia, NC 28054 Customer Service Specialists work closely with... ...concerns and ensure maximum client satisfaction as well as stay... ...protect the business and its operations and reputation and is necessary... ...geographic differential associated with the location at which the...OperationsFull timeContract workFor contractorsWork experience placementLocal areaAfternoon shift
$11 - $18 per hour
...Customer Service Lead The Customer Service Lead (CSL) plays a critical role in delivering exceptional customer experiences while serving as a trusted leader and operational point person within the service center. In addition to performing all Customer Service Advisor responsibilities...OperationsHourly payPrice workTemporary workPart timeAll shiftsShift workNight shiftWeekend work- ...Customer Service Associate As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer... ...assigned in order to maintain an effective and profitable store operation. Position requirements include: Education: Prefer...OperationsFull timePart timeFlexible hoursAfternoon shift
$60k - $80k
...Financial is seeking a Securities Support Associate to provide licensed administrative... ...The role handles account onboarding, servicing, and brokerage ops, ensuring compliance and accurate... ...documentation, while supporting advisor and client inquiries. Full-time, in-person, with...OperationsFull time- ...our team. We are not a “clock-in, train clients, and leave” environment—we are a results... ...Ensure all clients are onboarded and serviced properly Monitor attendance, engagement... ...accountable to performance standards 4. Operations & Execution Maintain accurate...OperationsFull timeFlexible hoursAfternoon shift
- ...Gastonia, NC 28054. Customer Service Specialists work closely with... ...concerns and ensure maximum client satisfaction, while staying up... ...protect the business and its operations and reputation and is... ...applicable geographic differential associated with the location at which the...OperationsFull timeContract workFor contractorsWork experience placementLocal areaAfternoon shift
$55k - $60k
...401(k). About The Company: Our client is a growing organization that partners... ...deliver high-quality products and exceptional service. They are seeking a customer-focused... ...ensure timely delivery. Coordinate with operations, logistics, inventory planning, and...OperationsFull timeLocal areaMonday to Friday$50k - $70k
...Riley - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful... ...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an...OperationsFor contractorsWork at officeFlexible hours- ...required Certification(s): None Language: Bilingual is preferred Additional required skills: Knowledge of medical office operations. Requires excellent verbal communication skills. Must be able to work with changing priorities. Requires excellent organizational...OperationsTemporary workWork experience placementWork at office
- ...OVERVIEW The Assistant General Counsel – Hospital Services represents MHS and its wholly owned affiliates and operating divisions and leads and implements the legal... ...array of legal and operational colleagues, clients, and leaders at all levels. Demonstrated ability...OperationsFull timeContract workWork at officeMonday to FridayShift work
- ...Serve as a resource to Financial Advisors and client/members for account inquiries Handle, research... ...communicate account-related inquiries Support daily brokerage operations, including new account processing, account servicing, operational support, advisor/client support,...OperationsHome office
$17.25 - $22 per hour
...will be the expert in point of sale and customer services, providing direction and working alongside associates to deliver excellent customer service. You will... ...service processes focused on consistent execution and operational efficiency. What You'll Do Lead,...OperationsFull timeFlexible hoursShift workNight shift- ...Front Desk Agent/Guest Service Representative Join Maya Hotels and Take the Next Step in Your Career! Are you a driven and customer... ...in customer service, hospitality, or hotel front desk operations preferred. Communication Skills: Strong interpersonal and...OperationsWork at officeLocal areaShift workAfternoon shift
- ...Harris Teeter - TV Commercial - Associates - Charleston Supervise up to 120 associates in the Customer Service Department [cashiers, baggers, customer service clerks]... ...with 10's and 100's. Ability to perform these operations using units of American money and weight...OperationsFull timeWork at officeLocal areaImmediate startFlexible hours
- ...Retail Service SpecialistThe Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer service, store appearance, and store operations. This position will also assume shift management responsibilities in the absence of...OperationsLocal areaFlexible hoursShift workNight shift
- ...Executive Merchant and Regional Pro Services Manager. Review pertinent... ...continuously for new clients through a variety of techniques... ...Work with company sales, operations and marketing department to... ...efforts Participate in trade associations, trade shows and assists in...OperationsContract workLocal area
$20 per hour
...consider starting your career at Spectrum as a professional Customer Service Representative on our billing team. Customer Service... ...professionalism and courtesy We are a large organization operating 24/7 bustling call centers offering a variety of shifts. On any...OperationsLocal areaVisa sponsorshipShift workNight shift$24 - $32 per hour
...Type: Full-Time Department: Generator Installation / Field Operations Pay Range: $24$32 per hour, based on experience and... ...maintaining high standards for safety, workmanship, and customer service. Essential Duties and Responsibilities Lead natural gas...OperationsHourly payFull timeLocal area
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