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Job Description Financial Client Associate Summary The Financial Client Associate is a critical teammate in providing exceptional service and support to a Financial Advisor or team of Advisors and clients ensuring that all client’s needs are met in a timely and efficient manner. Financial Client Associates have the opportunity to shape the client experience in a way that delights those we provide service and drives trust and confidence and forging lifelong relationships. Under direct supervision, the Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of client-related activities, including but not limited to account opening, maintenance and research, maintaining client notes, greeting visitors, responding to phone and email inquiries, researching and resolving questions, coordinating appointments, implementing marketing and business plans, filing and record keeping in accordance with Compliance regulations by following policy and procedure. Partner closely with a Financial Advisor (s) to collaborate on delivering a seamless client experience. Essential Duties/Responsibilities: • Serves as primary point of contact for clients and provides a high level of support; respond to client inquiries and ensure timely resolution., • Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients., • Research and resolve account problems, missing documents, etc. Identify errors and initiate corrective measures. Follow up and relay correct information to clients., • Create, prepare and review daily client reports and presentations for client meetings and/or for Financial Advisor(s). Maintain client notes and follow up on resulting action items, leveraging tools such as Salesforce, Orion and Microsoft Bookings, etc., • Assist in financial planning efforts by entering client data in MoneyGuidePro, financial planning software, and walking clients through account set up and review options in the client portal., • Perform tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, preparing correspondence and assist with mailing and client requests., • Act as liaison between the Branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc., • Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars., • Follow firm policies, procedures and maintain files in accordance with firm and regulatory guidelines., • Perform administrative duties as required by the Financial Advisor(s) or branch manager., • Provide backup support as required to other branch support personnel., • Perform other related duties as assigned. Qualifications: • Proficient experience with Microsoft Office Suite and ability to learn other software and technology. Experience with Pershing/NetX360, Salesforce, Orion and MoneyGuidePro is a plus., • Professional presence with strong customer service and interpersonal skills experience, • Detail oriented, excellent organization skills and able to manage a variety of tasks., • Ability to multi-task and work in a fast-paced, evolving environment; excellent time management skills., • Excellent communicator (oral and written) across a wide variety of communication channels (in-person, phone and virtually); solid interpersonal skills., • Ability to seek new ways to improve processes, suggest new ideas and approaches., • Exercise discretion in handling confidential information., • Perform other related duties as assigned. Education and/or Work Experience: • Minimum Required: Bachelor’s Degree, and/or equivalent work experience, • Minimum Required: 1+ year of work experience in client services, preferably within the financial industry. License/Registration: • N/A Pay Range • Between $25.43 to $31.78 per hour Work Environment: This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. About Benjamin F. Edwards If you are interested in joining a firm that truly puts the interests of its advisors and clients first, you have come to the right place. Serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve. We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future. We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement. We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off. Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. Benjamin F. Edwards is an Equal Opportunity Employer. #LI-Onsite

$80 - $110/hourpayfinancial planningbudgetingretirement planningdebt managementrisk managementcfp certificationcompliancewritten communicationverbal communicationclient relationship managementfinancial problem-solvingfiduciary standardholistic financial coachingmentoringworkflow/process developmentmicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Financial Advisor (CFA or CFP) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households., • Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families., • Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points., • Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates)., • Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication., • Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance)., • Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising. Required Skills and Qualifications: • 3+ years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant., • Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis)., • CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work., • Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts., • Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service., • Experience mentoring others, developing workflows, or standardizing planning processes., • Comfort working asynchronously and independently in a remote setting. Preferred Qualifications: • Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms., • Background designing or improving standardized planning processes or digital advisory journeys., • Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.

$80 - $110/hourpayfinancial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified financial planner (cfp)Certified Financial Advisor (CFA)micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

Bank Of America Financial Advisor. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads,

Job Description Summary: Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of administrative support to maintain client accounts, including but not limited to client service, account research, completing paperwork, maintaining client notes, greeting visitors, responding to phone and email inquiries, researching and resolving questions, filing and record keeping in accordance with Compliance regulations by following policy and procedure. Partner closely with a Financial Advisor (s) to collaborate on delivering a seamless client experience. Essential Duties & Responsibilities: • Provide client service and support related to check requests, deposits, wiring funds, record-keeping and adjustments., • Provide quotes and other account-related information to assist clients., • Accept and enter orders from clients and/or on behalf of the Financial Advisor (s)., • Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients., • Interacts daily on the phone and in person with clients handling basic inquiries and scheduling appointments., • Research and resolve account problems, missing documents, etc. Identify errors and initiate corrective measures. Follow up and relay correct information to clients., • Create, prepare and review daily client reports for Financial Advisor(s), • Act as liaison between the Branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc., • Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars., • Maintain files in accordance with firm and regulatory guidelines., • Perform various administrative tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, preparing correspondence and assist with mailing and client requests., • Perform administrative duties as required by the Financial Advisor(s) or Branch Manager., • Provide backup support as required to other branch support personnel., • Perform other related duties as assigned. Qualifications: • Proficient experience with Microsoft Office Suite and ability to learn other software and technology., • Detail oriented and able to manage a variety of tasks., • Ability to organize, prioritize and manage multiple tasks in a fast-paced, evolving environment., • Team player with the ability to collaborate with others., • Excellent communicator (oral and written) across a wide variety of communication channels (in-person, phone and virtually); solid interpersonal skills., • Exercise discretion in handling confidential information. Education and/or Work Experience: • Minimum Required: Bachelor’s Degree required or equivalent work experience., • Minimum required: 2+ years work experience in financial services experience. Licenses/Registration: • Minimum required: Series 7 and Series 63/65 or Series 66. Pay Range • Between $29.24 to $36.54 per hour Work Environment: This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. About Benjamin F. Edwards If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve. We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future. We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement. We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off. Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. Benjamin F. Edwards is an Equal Opportunity Employer. #LI-Onsite

Customer Service Inbound, Billing & Customer Support Calls Telemarketing Experience Preferred.About Stride 2 Hire works with our Premier partner, Parkes & Co.Fortune 500 clients through a virtual platform.YOU have the power to choose your clients, and schedule from the comfort of your own home.You h

Front Desk Receptionist, Short Orthodontics.Are you passionate about creating exceptional patient experiences and helping people achieve their dream smiles? Short Orthodontics is seeking an enthusiastic Front Desk Receptionist to join our thriving practice.At Short Orthodontics, we're more than an o

Balance guest accounts and complete financial transactions accurately.

At UniFirst, we're a global leader in uniform rental and facility service solutions for businesses across industries - from manufacturing and food processing to healthcare and hospitality.With a reputation for superior service and long-term customer partnerships, every uniform, product, and service

Sales Representative - Atlantic County.It is engaged in the construction and sale of high-quality homes designed principally for the entry-level and first time move-up markets.The Company also provides mortgage financing and title services for homebuyers through its mortgage and title subsidiaries.T

To coordinate all administrative and office related activities for the Okonite Research Center and all Clinical Trial Activities.High school diploma or equivalent.Associate's degree in business administration, Secretarial Science, or related field or certification from a secretarial school preferred

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Territory Location: Pleasantville, PA.Are you a driven, energetic, and helpful sales professional looking to make great money? Work with one of Forbes' America's Best Midsize Employers* and be rewarded for your performance with uncapped commissions, performance-based commission bonuses and incentive

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

This would involve managing stakeholders from various teams, from Network, Firewall, Datacentre, Servers, VM's, Engineering teams, Application teams.SWIFT knowledge would be advantageous.They would need strong project management skills, communication and reporting skills, and able to drive the proje

Call Center / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Knipper Health, you will: Promote meaningful relationships and brand loyalty through engaged and informed conversation with customers (health-care providers, office staff, pat

Office Assistant / Remote] - Anywhere in U.Competitive pay / Benefits (Medical-Dental-Vision-Disability-401k) / Generous time off - As an HR Administrative Assistant you'll: Answer and direct departmental emails and phone calls; Process required paperwork for employee transfers, changes in job class

Customer Support / Remote] - Anywhere in U.Flexible Hours - up to 25 hours per week / Paid training - As a Customer Service Representative, you will: Communicate with customers via various channels including phone, email, and chat to provide exceptional support and assistance; Resolve customer inqui

Dollar Express Customer Service Representative.As a Dollar Express Customer Service Representative you will be responsible for providing exceptional service to our customers.Key priorities include greeting customers, assisting them with selection of merchandise, completing transactions, and answerin

Financial benefits include: Health Savings Account (HSA), Flexible Spending Accounts (FSAs), 401(k) plan, Employee Stock Purchase Plan (ESPP), basic life and AD&D insurance, and short-term disability insurance.

Driving lasting impact and building long-term capabilities with our clients is not easy work.You are the kind of person who thrives in a high performance/high reward culture - doing hard things, picking yourself up when you stumble, and having the resilience to try another way forward.In return for

About the job Customer Representative.About the job Travel customer representative.As a Travel Customer Representative, you will play a key role in supporting our clients throughout their travel journey from the moment they book to the moment they return home.You will assist with inquiries, resolve

Experience with financial management and budget oversight in a healthcare setting.

Join Ryans Auto Body as a Customer Service Representative and become the first point of contact for our valued customers.In this dynamic role, you will help guide customers through their auto body repair journey, ensuring a seamless and positive experience.Provide exceptional customer service by add

Front Office operations during overnight hours.This role oversees room assignments, arrivals, departures, guest communications, and telephone operations to maximize room utilization, maintain operational efficiency, and ensure an exceptional guest experience.Manage room inventory, room assignments,

Consistently demonstrates superior customer service skills by displaying outlined service behaviors.Maintains an upbeat and positive attitude, creates positive energy with gestures and sustains enthusiasm from one interaction to the next.Creates an atmosphere of luck and celebrates guest's wins.Is r

We are located in Atco, NJ and help customers with their insurance and financial services needs, including:.

Fresenius Medical Care - 1201 New Road - Responsibilities: Answering calls and greeting patients; Maintain reception area and monitor waiting areas; Scheduling and registration support; Organize travel for patients and maintain patient records; Assist with month-end reporting and data entry.

Evaluates financial results & reports areas of concern to management.

Atlantic City, NJ | Full-Time | On-Site.Our client is a leading restoration company serving the Atlantic City area and surrounding communities.We help homeowners and businesses recover from water, fire, mold, and storm damage restoring properties and peace of mind when people need it most.As part o

Collaborate with preconstruction, estimating, and operations teams to create realistic schedules, budgets, and project plans that meet milestones and financial targets. Proficiency with project tools (Procore, MS Project, Bluebeam, Excel) and financial tracking. Paid time off, holiday pay, and a 401

Location 1110 North New Road, Suite 200, Pleasantville, NJ, 08232, United States.Job Category Land Surveying, Project Management.Description Requirements Summary.

Financial & Administrative Oversight. Manage project budgets, track expenses, and ensure financial viability of each project.

Ocean Healthcare - 214 Jimmie Leeds Road - Responsibilities: Greet visitors at the front desk and answer/route calls with a pleasant phone manner; Maintain a professional appearance and welcoming front-office demeanor; Provide on-call/as-needed coverage including weekends/evenings; Support front-des

Project Manager (Product Development).Oldcastle, a CRH company, is reinventing what's possible in building solutions.We are the leading provider of innovative outdoor living products and utility infrastructure solutions for the water, energy, and communications markets throughout North America.We're

Objectstream is an award-winning small business dedicated to providing innovative products and services in many areas, including information technology, management consulting, and logistics, for customers including the FAA, DOD, and state governments.We accomplish this mission by forging long-term t