Top 22313 Program Associate I Jobs

Client Service Associate I
Northwest Federal Credit Union —Herndon, VA
- $26.89 - $45.74 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Underwriting Associate I (Trainee Program)
Western National Group & Umialik Insurance —Anchorage, AK
- $27 an hour
- Full-time
- Microsoft Word
- Office
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
12d
Customer Relations Associate I (Ongoing Recruitment)
Airlines Reporting Corporation —Arlington, VA
- $33,200 - $49,800 a year
- Urgently hiring
- Hybrid work
- Spanish
- Computer literacy
- Writing skills
- Work from home
Associate Scientist I
Tentamus —Saint Petersburg, FL
- $52,000 - $65,000 a year
- Full-time
- English
- Ability to lift 50 pounds
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
QC Associate I
Astrix Technology Group —Fort Worth, TX
- $22 - $24 an hour
- Contract
- Data analysis skills
- Laboratory experience
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Program Associate I
Catholic Charities of the Archdiocese of Chicago —Arlington Heights, IL
- $19.35 - $21.50 an hour
- Background check
- High school diploma or GED
- Driver's License
12d
Case Coordinator I
Streamline Imaging LLC —Remote
- Up to $17 an hour
- Full-time
- Remote
- Typing
- Communication skills
- Entry level
- Health insurance
- Paid time off
Quick Apply
Contact Center Associate I (Remote)
TicketNetwork —Arlington, TX
- Full-time
- Remote
- 1 year
- Entry level
- Dental insurance
- Paid time off
Quick Apply
MEDICAL CARE PROGRAM ASSOCIATE I (REPOST)
State of Maryland - Maryland Department of Health —Baltimore, MD
- $52,121 - $72,989 a year
- Online Application
- Office
- Administrative experience
- High school diploma or GED
Warehouse Associate I (Freezer)
Scooter's Coffee —Atlanta, GA
- $20.25 an hour
- Monday to Friday
- Ability to walk for extended periods
- No experience needed
- Entry level
- Paid parental leave
- Paid holidays
Quick Apply
Associate Service Desk Technician – Tier I (SCA 8:00 am-4:30 pm ETMon - Fri/Remote)
Govcio LLC —Remote
- $45,000 - $47,500 a year
- Full-time
- Remote
- Military
- Windows
- High school diploma or GED
5d
Center Service Manager I
Chicanos Por La Causa —Floydada, TX
- Full-time
- Spanish
- English
- Mid-level
- Health savings account
- Paid holidays
Environmental Services Manager I
Immanuel —Lincoln, NE
- 8 hour shift
- Background check
- Pass drug screening
- Mid-level
- Wellness program
- Health savings account
Associate Attorney (1 year assignment) – Discovery/Law & Motion (MUST HAVE ACTIVE CA BAR LICENSE)
Casey Gerry Francavilla Blatt LLP —San Diego, CA
- $90,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Stability Coordinator I
Norwich Pharmaceuticals Inc —Norwich, NY
- $62,354 a year
- Full-time
- Computer literacy
- Organizational skills
- 1 year
- Wellness program
- Health savings account
Quick Apply
9d
Program Manager I (Basecamp - Yreka)
Northern Valley Catholic Social Service —Yreka, CA
- $33.80 - $35.86 an hour
- Full-time
- Background check
- Management
- Computer literacy
- Health savings account
- AD&D insurance
Quick Apply
11d
Clinical Donation Coordinator I
WE ARE SHARING HOPE SC —West Columbia, SC
- On call
- Mid-level
- Operating room
- Training & development
Manufacturing Associate (Industrial fabric industry) 1 yr. experience preferred
Wausau Canvas Co. Inc. —Wausau, WI
- $20.00 - $21.50 an hour
- Part-time
- English
- Residential
- Assembly
- Paid time off
- Retirement plan
Quick Apply
10d
Production Associate I
Quanex —Wahpeton, ND
- $18.50 - $21.00 an hour
- Call employer
- Physical & Rehabilitation Medicine
- High school diploma or GED
- Entry level
- Paid training
- Employee stock purchase plan
Service Center Technician I
EMSAR —Billerica, MA
- $23 - $25 an hour
- Full-time
- Background check
- High school diploma or GED
- Ability to lift 50 pounds
- Health savings account
- Health insurance
Quick Apply

I want to receive the latest job alert for Program Associate I

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

Program Associate I jobs near

Associate Scientist jobs in Saint Petersburg, FL

Service Desk Technician jobs in Remote

Warehouse Associate jobs in Atlanta, GA

Program Associate jobs in Baltimore, MD

Case Coordinator jobs in Remote

Law Associate jobs in San Diego, CA

Customer Service Representative jobs in Arlington, VA

Quality Control Associate jobs in Fort Worth, TX

Associate Scientist jobs in Ames, IA

Associate Scientist jobs in Newark, NJ

Patient Service Associate jobs in Philadelphia, PA

Warehouse Associate jobs in Bakersfield, CA

Associate Scientist jobs in Austin, TX

Associate Scientist jobs in Holly Springs, NC

Data Scientist jobs in Wisconsin

Tbi Service Coordinator jobs in New York State

Service Technician jobs in Denver, CO

Service Technician jobs in Potsdam, NY

Service Technician jobs in Marana, AZ

Health Information Technician jobs in Maryland

Client Service Associate I

Northwest Federal Credit Union -
Herndon, VA

Apply Now

Job Details

Full-time
$26.89 - $45.74 an hour

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Parental leave
Vision insurance
Life insurance

Qualifications

Customer relationship building
Employee relationship building
Managing clients in a customer support role
Data interpretation
Experience practicing in the securities industry

Full Job Description

Overview:

The Client Service Associate I provides direct support to the Wealth/Financial Advisor(s). The CSA’s job is to help enhance the client experience by servicing the client’s needs and providing administrative support to the Advisor in their daily business practices. Knowledge of firm policies, procedures and technology allows the CSA I to interface with clients and prospects, anticipate their needs, resolve their problems, and follow through to provide exceptional service. The CSA I should support the firm’s initiatives and maintain risk awareness and regulatory knowledge.

Responsibilities:

Prepare new account applications and all other pertinent documents
Prepare reports and other materials for client or prospect meetings
Answer client phone calls and provide necessary assistance
Deliver outstanding client service
Greet clients in the office
Accept (with appropriate licensing and registration) and execute trade requests
Research and resolve notifications
Participate in team meetings and support staff meetings
Generate and review various reports on a routine basis with the advisor to include advisory reviews due, high/low cash, upcoming periodic distributions, listing of paperwork not returned from clients, etc.
Schedule annual advisory client review meetings and assist advisor with recording reviews into CRM
Management of the Advisor’s calendar
Attend and support Advisor’s client events and seminars/webinars
Preparation and tracking of life insurance applications
Coordination of various tasks with Operations team as necessary
Ensure account document and database accuracy
Financial planning and/or customer relationship management systems
Other duties as assigned
Adhere to Bank Secrecy Act (BSA) regulations and all related Credit Union policies and procedures

#NWFCU1

Qualifications:

Required

Bachelor’s degree in Business related field or equivalent experience
Minimum 2 years of experience in investment/wealth industry
Prior experience providing excellent customer service and the ability to show a high level of attention to detail
Must be able to work independently with minimal supervision
Ability to review and analyze or interpret data and documentation and to make decisions regarding subsequent actions
Accuracy, detail-orientation & time management
Ability to use financial planning and/or customer relationship management systems
Strong interpersonal and written communication skills
Ability to prioritize activities to meet deadlines
Strong collaboration and relationship building skills
Ability to interact effectively with all levels of the organization and/or the public
Must be able to work onsite in Herndon, VA Headquarters
Must be able to work the hours of M-F 8:00am-4:30pm

Preferred

FINRA Series 6 and 63 security licenses
Experience in corporate financial services setting
Experience supporting financial services teams
An understanding of investment or wealth management process

Additional Compensation:

Northwest Federal offers a comprehensive and inclusive benefits program, which includes medical, dental and vision plans for you and your family, 4 weeks paid vacation, 12 paid holidays, 24 hours of paid volunteer time, parental leave, company paid disability and life insurance, and a generous 401(k) plan with up to 7% employer match.

Base compensation for this role ranges from $26.89 – $45.74 hourly, depending on experience and qualifications.

EEO Notice:

Northwest Federal Credit Union is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law.

NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or [email protected].

Apply Now

Refine Your Search

Program Associate I jobs

Client Service Associate I

Underwriting Associate I (Trainee Program)

Customer Relations Associate I (Ongoing Recruitment)

Associate Scientist I

QC Associate I

Program Associate I

Case Coordinator I

Contact Center Associate I (Remote)

MEDICAL CARE PROGRAM ASSOCIATE I (REPOST)

Warehouse Associate I (Freezer)

Associate Service Desk Technician – Tier I (SCA 8:00 am-4:30 pm ETMon - Fri/Remote)

Center Service Manager I

Environmental Services Manager I

Associate Attorney (1 year assignment) – Discovery/Law & Motion (MUST HAVE ACTIVE CA BAR LICENSE)

Stability Coordinator I

Program Manager I (Basecamp - Yreka)

Clinical Donation Coordinator I

Manufacturing Associate (Industrial fabric industry) 1 yr. experience preferred

Production Associate I

Service Center Technician I

I want to receive the latest job alert for Program Associate I

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected