Customer Service Officers
Integrated Financial Group, Inc.
- # **Overview**The Service Advisor is responsible for serving clients of the firm, with the ability to independently manage client relationships. In some cases, they will also collaborate with a Lead Advisor on specific client relationships. Service Advisor responsibilities are broad, encompassing financial plan preparation and delivery, investment analysis and recommendations, as well as wealth management analysis. As part of the team, Service Advisors will be assigned clients by the firm, as Lead Advisors focus on acquiring new business.## **Key Responsibilities:*** **Client Relationship Management:**Independently manage a portfolio of clients, ensuring their needs are met with exceptional service and tailored financial solutions.* **Financial Plan Development:** Draft, implement, and deliver comprehensive financial plans, ensuring they align with client goals, risk profiles, and timelines.* **Client Meetings:** Lead or assist in client meetings, providing valuable insights and recommendations to support clients’ financial well-being.* **Portfolio Management:**Manage and review client portfolios, adjusting based on evolving goals, market conditions, and financial plans.* **Client Service:**Act as the primary point of contact for client inquiries, addressing questions and service requests in a timely and professional manner.## **Growth Opportunities:*** **Business Development:**Build your own client base through networking, referrals, and cultivating relationships with centers of influence.* **Marketing Support:** Assist Lead Advisors in their marketing and business development efforts, contributing to the firm’s overall growth.* **Client Referrals:** Strengthen the referral stream by delivering outstanding client service, positioning yourself for continued professional success.## **Degrees, Designations, & Experience:*** **Education:** Bachelor’s Degree in a related field.* **Certification:**Certified Financial Planner (CFP) designation preferred.* **Typical Experience:**1 to 5 years of relevant experience in a similar role, with a focus on financial planning, client service, and portfolio management
- J-18808-Ljbffr
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Customer Service Officers in Fayetteville, NC vacancy
$19 - $27 per hour
...to members and makes alternative suggestions for installation or tire fitments. Assists members with tire maintenance and repair services. Provides expert member service and recommendations by greeting members, identifying member needs, assisting with purchasing and...SuggestedHourly payMinimum wageFull timeTemporary workPart time- ## Service AdvisorApplylocations: Hendrick Chrysler Jeep FIAT (Fayetteville)time type: Full timeposted on: Posted Todayjob requisition id: R-81582Hendrick Chrysler Jeep FIAT (Fayetteville)Location: 543 N. McPherson Church Rd, Fayetteville, North Carolina 28303**Summary:...SuggestedWork experience placementWork at officeLocal areaShift workAfternoon shift
Hendrick Automotive Group
Fayetteville, NC4 days ago - ...Service Advisor We are a leading automotive dealership committed to providing an exceptional car-buying and service experience. We provide a positive, professional work environment, aggressive pay plans with career advancement opportunities, and the best training in the...SuggestedTemporary work
Fayetteville Acura
Fayetteville, NC13 days ago - ...subsidiary of Asbury Automotive Group, a fortune 500 company with 86 stores and 104 franchises is seeking a motivated, high energy Service Advisor for both day and night shift! With our rich history of success and growth, we are looking to expand our workforce and are...SuggestedFull timeTemporary workFlexible hoursNight shiftDay shift
Asbury Automotive
Fayetteville, NC3 days ago - ...Location 1969 Skibo Rd, Fayetteville, North Carolina 28314 Summary Responsible for selling, identifying and documenting service, maintenance, and repair service for customers. Responsible for scheduling service to be performed. Essential Duties and Responsibilities...SuggestedWork experience placementWork at officeLocal areaShift workAfternoon shift
Hendrick Automotive Group
Fayetteville, NC4 days ago $500 per month
...Wiggs Auto & Wheeler Alignment are looking for a high energy Sales Advisor to work in our fast paced and growing auto shop! Tired of... ...growing auto shops in our area and we are looking for a Service Advisor with a lots of energy and a positive attitude to join our...Full timeMonday to FridayNight shiftWiggs Auto, LLC
Fayetteville, NC26 days ago- ...Job Title Responsible for selling, identifying and documenting service, maintenance, and repair service for customers. Responsible for scheduling service to be performed. Essential Duties and Responsibilities Include The Following: Works with customer and technician...Work experience placementWork at officeLocal areaShift workAfternoon shift
$60k - $120k
...Automotive Service Advisor# Automotive Service AdvisorHot JobLiberty Ford of Fayetteville - Fayetteville, NC 28303## OverviewSalary Range$65,000.00 - $120,000.00 Commission/yearJob ShiftOpen to Closing## Description**$60k-$120k+ Yearly Earning Potential for Top Performers...Local areaFlexible hoursFayettevilleford
Fayetteville, NC1 day ago- ...a rotational basis. Competitive packages are available for qualified candidates. Ansible Government Solutions, LLC (Ansible) is a Service-Disabled Veteran-Owned Small Business (SDVOSB) providing Federal customers with solutions in many arenas. Our customers face wide-ranging...Work at officeShift workWeekend work
Ansible Government Solutions
Fayetteville, NC9 days ago - ...This position will require assisting in emergency and/or disaster situations. The Cumberland County Department of Social Services has a strict dress code policy that must be adhered to. This policy includes specific guidelines related to tattoos and body piercing...Work at office
Cumberland County, PA
Fayetteville, NC7 days ago - ...are clean and ready for use Keep the lobby desk area clean, organized, and professional always. Provide exceptional customer service to internal and external stakeholders, customers, visitors, and vendors Assist with requests from other administrative people in...Hourly payWork at officeLocal areaMonday to FridayShift work
WolfSpeed Inc.
Fayetteville, NC7 days ago - ...spreadsheets in order to graphically display data. Uses email to compose and retrieve correspondence and electronic calendar to access the service Chief's schedule. Uses VA software program to access information in the Medical Center computer system. Uses patient electronic...Permanent employmentWork at officeRelocation packageMonday to Friday
US Department of Veterans Affairs
Fayetteville, NC5 days ago $75k - $125k
HVAC Service Specialist Type: Full-Time Compensation: $75,000 - $125,000+ About Paschal Paschal Air, Plumbing & Electric is a multi-state home services company with 12+ locations across Arkansas, Oklahoma, Missouri, and DFW. We are a third-generation, founder-led...Full timeSeasonal workLocal areaWork from homeShift workPaschal Air, Plumbing
Fayetteville, NC7 days ago- ...Program Support Assistant To The Administrative Officer, Nutrition & Food Service This position is located at the Department of Veterans Affairs (VA), Veterans Health Administration (VHA), VA Medical Center, in the Nutrition and Food Services Department (N&FS) as the...
US Government Jobs
Fayetteville, NC5 days ago - ...The 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 Assistant or Store Manager...Local areaFlexible hoursShift workNight shift
O'Reilly Auto Parts
Fayetteville, NC1 day ago - ...subject to a criminal background check. First Section Pool Title POOL - Peer Support Aide for Collegiate Recovery Services Pool Number S35-23 Announcement Summary This Student Peer Support Aide temporary position will...Hourly payFull timeTemporary workPart timeWork at office
Fayetteville Technical Community College
Fayetteville, NC4 days ago - ...Job Overview The Retail Service Specialist will support the Store Manager and Assistant Managers in sales, customer service, store appearance, and store operations. The position also assumes shift‑management responsibilities in the absence of the Assistant or Store Manager...Local areaFlexible hoursShift work
O'Reilly Auto Enterprises, LLC
Fayetteville, NC5 days ago - ...Service BDC Opportunity At Bryan Honda Do you love working with new technologies and innovative products? We are seeking energetic... ...service center information and appoint them to the correct Service Advisor Follow up with customers that are a no-show Participate...Weekly payLocal area
Bryan Honda
Fayetteville, NC1 day ago - ...for office operations, communication, record management, and program support across all focus areas, including Education, Family Services, Health, ERSEA, and Fiscal. The Administrative Assistant plays a vital role in maintaining compliance with Head Start Performance...Temporary workSummer holidayWork at officeAfternoon shift
Action Pathways Inc
Fayetteville, NC2 days ago - ...Member Service Associate-Onsite Purpose: Responsible for conducting monetary transactions (teller duties) and inquiries as well as conducting in-depth interviews with all levels of present and potential members in regards to products and services offered by the...Work at officeImmediate startRemote work
Fort Bragg Federal Credit Union
Fayetteville, NC4 days ago - ...vascular center. Our growing health system has more than 6,200 employees serving in more than 75 locations throughout a 15-county service area. In addition, FirstHealth has received numerous accolades for its patient care and outcomes, including recognitions from Healthgrades...Work at office
FirstHealth of the Carolinas
Fayetteville, NC2 days ago - ...Training & development ~ Vision insurance ~401(k) ~401(k) matching ~ Dental insurance ~ Employee discounts Customer Service Representative (CSR) Job Summary: The Customer Service Representative (CSR) delivers an exceptional in-store experience by supporting...Local area
Kimbrell’s Home Furnishings
Fayetteville, NC7 days ago $35k - $39k
...experiences are the foundation of every successful business. Our team is committed to delivering professional, reliable, and personalized service while fostering a collaborative workplace where employees are encouraged to grow, contribute, and succeed. We value integrity,...Full timeWork at officeStrive Global
Fayetteville, NC7 days ago- ...The Alterations Customer Service Representative (CSR) is a critical role for the successful operation of the Alterations department and completing tasks that contribute to providing superior customer service. The (CSR) is responsible for providing an A+ customer experience...
David's Bridal
Fayetteville, NC7 days ago - ...Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company’s...Start working todayLocal area
U-Haul
Fayetteville, NC7 days ago - ...diagnostic testing and clinical appointments; Provide administrative clinic support and scheduling coordination to multiple staff and services; Greet patients, check them in, route to appropriate care, and monitor patient flow; Update patient information and maintain...
USA Government Jobs
Fayetteville, NC2 days ago - ...Points East Veterinary Emergency Hospital in Fayetteville, North Carolina is currently seeking a part-time Customer Service Representative (2PM to 2AM week nights and weekends), to join a strong team of ER doctors as we expand and grow in our beautiful 7,000 square foot...Temporary workPart timeLocal areaImmediate startNight shiftWeekend work
Points East Veterinary Emergency Fayetteville
Fayetteville, NC7 hours ago $15.5 - $16.5 per hour
...Title: Customer Service Representative Job Description: Job Overview The Customer Service Representative will be responsible for the cleanliness and sanitation of all areas assigned. Roles & Responsibilities To perform this job successfully and safely,...Hourly payShift workSBM Management Services, LP
Fayetteville, NC7 days ago- ...Earn at Home by Taking Polls - Customer Service Representative - Data Entry Clerk - Work from Home & Part Time We are looking for people nationwide to participate in polls - Apply ASAP! We offer you the opportunity to earn extra income from home (teleworking) and...Extra incomePart timeImmediate startWork from home
TowardJobs
Fayetteville, NC7 days ago - ...dedicated financial professionals demonstrate our core values of Trust, Commitment and Integrity every day through the work we do and the service we provide our loyal membership. There are a variety of positions appropriate for all levels of education and experience. Although...Work at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Customer Service Officers. Be the first to apply!
Related searches
- licensed insurance customer service representative Fayetteville, NC
- inside customer service representative Fayetteville, NC
- client service representative Fayetteville, NC
- export customer service representative Fayetteville, NC
- customer solutions specialist Fayetteville, NC
- client service officer Fayetteville, NC
- client solutions specialist Fayetteville, NC
- service agent Fayetteville, NC
- work from home customer service associate Fayetteville, NC
- customer service representative data entry Fayetteville, NC