Top 632 Acat Jobs | SimplyHired

Showing results for acat jobs

Search instead for jobs

Client Services Associate
Lofy Group Wealth Management —Phoenix, AZ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Management Analyst
CACI —King George, VA
- $75,200 - $158,100 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Analysis skills
- Health insurance
Senior Marine Electronics Exterior Communication Engineer
Pantheon Data —Washington, DC
- $90,000 - $110,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 6 years
- Microsoft Outlook
- Tuition reimbursement
Quick Apply
6d
IRA & Roth Conversion Specialist – Associate, Concorde Virtual Assistant (CVA) Program
Concorde Investment Services —Boca Raton, FL
- $80,000 - $95,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Future Payload Capabilities Interface Control Systems Engineer
BAE Systems Inc. —Hill AFB, UT
- $120,874 - $205,486 a year
- Full-time
- Computer science
- Computer Science
- Bachelor of Science
- Health savings account
- Paid holidays
Operations Director
Self-Clearing Broker Dealer —New York, NY
- $200,000 - $250,000 a year
- Full-time
- Background check
- 7 years
- Office
Quick Apply
5d
Future Payload Capabilities Principal Electrical Engineer (Guidance/Navigation Manager)
BAE Systems Inc. —Hill AFB, UT
- $136,000 - $231,200 a year
- Full-time
- Engineering
- Analysis skills
- Agile
- Health savings account
- Paid holidays
ACAT Driver Trainer
Performance Foodservice —Phoenix, AZ
- $34.50 an hour
- Full-time
- Classroom
- Customer service
- CDL A
- Employee stock purchase plan
- Health insurance
6d
Integrated Functional Capability Lead (IFCL) (AHT)
Northrop Grumman —Los Angeles, CA
- $177,000 - $265,600 a year
- Overtime
- 5 years
- Master's degree
- Analysis skills
- Paid holidays
- Disability insurance
12d
Acquisition Specialist
VISTA Technology Services —Fort Meade, MD
- $65,000 - $80,000 a year
- Hybrid work
- Mid-level
- Bachelor's degree
- Contracts
- Disability insurance
- Health insurance
Design/Construction Project Engineer
BAE Systems Inc. —Hill AFB, UT
- $120,874 - $205,486 a year
- Full-time
- Master's degree
- Analysis skills
- Bachelor's degree
- Health savings account
- Paid holidays
New Business Processor/Operations
Grayling Associates, Inc. —Amherst, NH
- From $50,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Paid time off
Quick Apply
DPAE Aircraft Carriers IT Analyst
CACI —Washington, DC
- $72,700 - $149,200 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
Financial Administrative Assistant
Parsons Financial Associates —Concord, NH
- $51,000 - $65,000 a year
- Full-time
- Background check
- Word processing
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply
13d
Robotics Warehouse Associate
Amazon Warehouse —Sparrows Point, MD
- $20.35 an hour
- Overtime
- 18 years or older
- Entry level
- Flextime
- On-the-job training
XL Warehouse Associate
Amazon Warehouse —Colonie, NY
- $19.75 an hour
- Overtime
- 18 years or older
- Entry level
- Flextime
- On-the-job training
2d
Scheduler (Job #716)
Defense Acquisition Support Services LLC —Sterling Heights, MI
- 1 year
- Senior level
- Leadership
- Health insurance
- Dental insurance
Quick Apply
Warehouse Equipment Operator
Amazon Warehouse —North, VA
- $18.50 - $20.50 an hour
- Overtime
- 18 years or older
- No experience needed
- Entry level
- Flextime
- On-the-job training
Fulfillment Center Warehouse Associate
Amazon Warehouse —Hollister, CA
- $22.85 an hour
- Overtime
- 18 years or older
- Entry level
- Flextime
- On-the-job training
10d
Locker+ Retail Associate
Amazon Warehouse —Honolulu, HI
- $17 an hour
- Part-time
- 18 years or older
- Entry level
- Flextime
- Flexible schedule

I want to receive the latest job alert for acat

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

acat jobs near

Client Services Associate

Lofy Group Wealth Management
Phoenix, AZ

Quick Apply

Job Details

Full-time

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Microsoft Word
Customer communication
Microsoft Excel
Analysis skills
Organizational skills
Financial services

Full Job Description

Experienced Client Service Associate wanted for Wealth Management Firm in Phoenix, Arizona. As a Client Service Associate, you will be a cornerstone of our client interactions, responsible for performing a variety of service transactions and client engagement, including for example preparing for client meetings and handling follow-up projects, processing account applications, handling asset movement including transfers, journals, ACATs, ACHs, and wires, and managing client correspondence. You will play a critical role in supporting our financial advisors and ensuring a seamless client experience. Your resourcefulness, efficiency, and detail-oriented skills will be valuable assets. If a small office with a family-feel is what you are looking for, this could be the job for you.

What you will do:

Support our Financial Advisors.
Perform daily administrative duties.
Prepare and maintain client files and profiles.
Proactively perform surveillance of client accounts.
Manage client review and meeting preparation.
Review notes from all client meetings, gather data and prepare forms, illustrations, quotes and any additional reports needed for meetings.
Supervise alternative investments and annuity implementation and maintenance.
Review advisor alerts.
Prepare insurance quotes, applications, underwriting and insurance reviews.
Communicate with target audience and manage client relations.
Perform RMD calculations, facilitate distributions on behalf of clients, and provide thorough documentation of work performed.
Review and manage notifications.
Process data and capture and maintain current information in our client tracking systems.
Participate in Special Projects as they arise.

What you bring:

At least two years’ experience in financial services and with broker/dealer operations.
Strong ability to be detail-oriented and highly organized.
Excellent PC skills, including Microsoft Word, Excel and Outlook.
Ability to interact effectively with co-workers, clients and team management.
Be a team player.
Strong analytical skills.
Excellent oral and written communication skills.
Reliability and dependability

What to send our way:

Resume with References
Should we set up an interview, we will require completion of our application prior to the interview.

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Experience:

Client Services: 3 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

acat jobs

Client Services Associate

Management Analyst

Senior Marine Electronics Exterior Communication Engineer

IRA & Roth Conversion Specialist – Associate, Concorde Virtual Assistant (CVA) Program

Future Payload Capabilities Interface Control Systems Engineer

Operations Director

Future Payload Capabilities Principal Electrical Engineer (Guidance/Navigation Manager)

ACAT Driver Trainer

Integrated Functional Capability Lead (IFCL) (AHT)

Acquisition Specialist

Design/Construction Project Engineer

New Business Processor/Operations

DPAE Aircraft Carriers IT Analyst

Financial Administrative Assistant

Robotics Warehouse Associate

XL Warehouse Associate

Scheduler (Job #716)

Warehouse Equipment Operator

Fulfillment Center Warehouse Associate

Locker+ Retail Associate

I want to receive the latest job alert for acat

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected