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Portfolio Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. This title is given to Registered Client Service Associates who are committed to their personal development and growth, successfully complete the Portfolio Associate curriculum and are nominated by their leadership team based on their performance and contributions. Portfolio Associates are those who continuously deliver exceptional results; serve as a role model to their peers and who are committed to their personal development and growth. DUTIES AND RESPONSIBILITIES: CLIENT SUPPORT: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships, • Executing money movement transactions at the request of the client and/or FA/PWA/team, • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit), • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team, • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization), • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team, • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance), • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team, • Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance), • Assist FAs / PWAs/ teams in delivering against their business plan and client service model, • Remaining current on all policies, procedures, and new platforms, • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management, • Serve as a peer / mentor to other Support Professionals in the market ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed), • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials), • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process, • Assisting with general in-office support functions such as copying, filing and scanning documentation, • Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, AND SKILLS: Education and/or Experience: • High School Diploma/Equivalency, • College degree preferred, • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA), • 5+ years of work experience in a field relevant to the position, • Successful completion of the pre-requisite Portfolio Associate Training Curriculum, with leadership nomination Knowledge/Skills: • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts, • Detail orientated with superior organizational skills and ability to prioritize, • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint), • Exceptional writing, interpersonal and client service skills, • Strong time management skills, • Team player with the ability to collaborate with others, • Ability to work in a fast-paced, evolving environment, • Adaptable and ability to multitask, • Goal oriented, self-motivated and results driven Reports to: Business Service Officer

Zwicker is presently seeking a Production Attorney to join our team in Texas. Responsibilities of Production Attorneys include:. Work efficiently and meet or exceed production expectations.

Applicants selected at the GL-5 or GL-7 grade levels must also complete and pass the Border Patrol Agent Entrance Exam. Recruitment Incentive Recruitment Incentive Newly appointed Border Patrol Agents will be offered up to a $20,000 incentive. Retention Incentive Newly appointed Border Patrol Ag

The AG Field Merchandiser is responsible for driving positive sales and business growth across AG’s wholesale retail accounts through strong merchandising execution, sales analysis, inventory management, store relationships, product training, and consistent reporting. Managing a given territory co

The Sales Associate is responsible for supporting sales performance, operations, visual merchandising along with ensuring that a superior customer experience is delivered. AG Jeans is seeking a Full Time Sales Associate for its Flagship retail store on Madison Avenue. The Sales Associate consistentl

Director of FinanceThe Director of Finance will be responsible for overseeing and managing financial operations, optimizing resource allocation, ensuring compliance with financial regulations and policies, and ensuring operational efficiency according to the standards set for the organization and ag

B2B Sales or Key Account Management, preferably in automotive spare parts/aftermarket;.

Select how often (in days) to receive an alert: Create Alert.To start as soon as possible, full time, permanent.IT / Digital; Operations & Maintenance.Operational Technology (OT) systems supporting RWE’s power-generation assets.Working within defined processes and approved procedures, the role add

Floor & Decor strives to be the one-stop destination for our professional clients (PRO customer) in the hard surface flooring contractor space. Floor & Decor considers all applicants for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, ag

WHAT YOU'LL DO Partner with regional VPs and operators to build annual budgets and rolling forecasts, owning the P&L for your assigned regions Lead monthly business reviews with regional leadership, presenting clear narratives on revenue, margin, mix, and cost drivers Analyze regional performance ag

AG Jeans is seeking a Store Manager for its NYC retail location. The Store Manager is responsible for leading and developing sales performance, staff, operations, visual merchandising along with ensuring that a superior customer experience is delivered. The Store Manager consistently focuses on bein

Coordinates with Project Managers/Directors to ensure Customer/Account needs are being met and address concerns/issues in a timely manner. Strong communication, collaboration, problem solving, and time management skills. Actively prospects and leverages potential new business opportunities within sp

Support the execution of all visual directives as set out by HQ, including floor sets, store windows and in-store collateral (signage, digital content) as directed by store manager. This position will report to the Store Manager. Support management with ongoing tasks such as: training, developing, c

Procurement WTC, Grid, H2 Manager to oversee day-to-day sourcing and purchasing.

RWE Americas, LLC is seeking an experienced OT Field Services Tech II for field-based support of Operations Technology systems at power-generation assets in the United States.The role focuses on troubleshooting, repairs, maintenance, testing, and implementation of OT equipment in accordance with app

Support the execution of all visual directives as set out by HQ, including floor sets, store windows and in-store collateral (signage, digital content) as directed by store manager. Partner with peer stores and next level management to achieve company objectives. AG Jeans is seeking full-time Sales

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regar

Ability to diagnose and repair mechanical failures involving spindles, bearings, drives, and machine components. Capability to independently read and interpret electrical schematics, mechanical drawings, and hydraulic diagrams. Our recruiters have direct communication with hiring managers allowing u

Potential to grow your customer base by placing outbound calls and sending text messages to current Verizon customers who are interested in our products and services. Opportunities to engage with the community outside of the store to expand your loyal customer base, including at off-site Verizon spo

All Whole Foods Market Retail jobs require ensuring a positive company image by providing courteous, friendly, and efficient service to customers and Team Members at all times. The wage range for this position is $17. At Whole Foods Market, we provide a fair and equal employment opportunity for all

Completes spoilage, sampling, temperature, and sweep worksheets as required. Provides excellent customer service, addresses needs of customers in a timely and effective manner and models suggestive selling techniques; answers phones and pages promptly and courteously. Ability to follow directions an

The wage range for this position is $17. At Whole Foods Market, we provide a fair and equal employment opportunity for all Team Members and candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disabil

The wage range for this position is $16. At Whole Foods Market, we provide a fair and equal employment opportunity for all Team Members and candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disabil

We encourage and recommend all candidates to apply via our site. All Whole Foods Market Retail jobs require ensuring a positive company image by providing courteous, friendly, and efficient service to customers and Team Members at all times. Understands spoilage and supply waste and how it affects d

We encourage and recommend all candidates to apply via our site. All Whole Foods Market Retail jobs require ensuring a positive company image by providing courteous, friendly, and efficient service to customers and Team Members at all times. Monitors and prevents spoilage and communicates waste to b

We encourage and recommend all candidates to apply via our site. All Whole Foods Market Retail jobs require ensuring a positive company image by providing courteous, friendly, and efficient service to customers and Team Members at all times. Maintains accurate department signage and pricing.

All Whole Foods Market Retail jobs require ensuring a positive company image by providing courteous, friendly, and efficient service to customers and Team Members at all times. Maintains accurate department signage and pricing. Provides excellent customer service, addresses needs of customers in a t

At Whole Foods Market, we provide a fair and equal employment opportunity for all Team Members and candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected chara

The wage range for this position is $17. At Whole Foods Market, we provide a fair and equal employment opportunity for all Team Members and candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disabil

In all matters affecting employment, compensation, benefits, working conditions, and opportunities for advancement, we will not discriminate against any associate or applicant for employment because of race, religion, color, creed, national origin, citizenship status, sex, sexual orientation, gender