Top 21613 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
Associate Scientist I
Pace Analytical Life Sciences —Woburn, MA
- $28 an hour
- Full-time
- Customer service
- English
- Project management
- Wellness program
- Health savings account
Research Associate I – Research Services
Yecuris Corporation —Tigard, OR
- $18 - $21 an hour
- Full-time
- Background check
- Microsoft Excel
- Word processing
- Free parking
- Health insurance
Quick Apply
Customer Relations Associate I (Ongoing Recruitment)
Airlines Reporting Corporation —Arlington, VA
- $33,200 - $49,800 a year
- Full-time
- Hybrid work
- Spanish
- Computer literacy
- Writing skills
- Work from home
Associate Scientist I
Microbac —Sterling, VA
- Seasonal
- Computer literacy
- Pass drug screening
- Bachelor's degree
- Wellness program
- Paid holidays
Quick Apply
1d
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
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
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
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
Associate Personal Injury Attorney (Plaintiff) - 1 to 3 years experience preferred
Russell And Hill, PLLC —Everett, WA
- $100,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Mentoring
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
7d
Associate Dentist ( 1 year of experience required) $20,000 signing bonus
Pacific Crest Smiles —Salem, OR
- $335,000 - $450,000 a year
- Email
- Background check
- Private practice
- Dental office
- Continuing education credits
- Health insurance
Quick Apply
1d
Clinical Donation Coordinator I
WE ARE SHARING HOPE SC —West Columbia, SC
- On call
- Mid-level
- Operating room
- Training & development
Home Decor Showroom Sales Associate (1 -2 years experience required)
M&M Wallcoverings and Blinds Inc. —Sarasota, FL
- From $22 an hour
- Part-time
- In-person
- Entry level
- Paid training
- Flexible schedule
Quick Apply
9d
Mobile Phlebotomist - Lab Assistant I (Home Draw) - Full-Time
Cayuga Health System —Ithaca, NY
- $17.79 - $24.04 an hour
- Full-time
- Microsoft Outlook
- Nursing home
- HIPAA
Quick Apply
Administrative Assistant (1 year experience required)
Weathercraft Company of Goodland —Goodland, KS
- From $37,500 a year
- Online Application
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
3d
Associate/Social Services Specialist (I/II/III)
State of Missouri —Marshall, MO
- $44,630.40 - $51,602.16 a year
- Weekends as needed
- Mid-level
- High school diploma or GED
- Driver's License
6d
Maintenance Coordinator (Position will be in one of our facilities ATL, San Antonio, or Elgin, IL)
Pedalpoint Evterra Recycling, LLC —San Antonio, TX
- $70,000 - $85,000 a year
- Full-time
- Ability to lift 50 pounds
- Mentoring
- In-person
- Health insurance
- Dental insurance
Quick Apply
14d
Production Associate I
AtriCure —Mason, OH
- Overtime
- Background check
- Pass drug screening
- English
- Paid parental leave
- Health insurance
Warehouse Associate, I 2nd Shift M-F 3:45pm-12:15am
Zebra Technologies —Kenosha, WI
- $19.50 an hour
- Full-time
- Hybrid work
- 18 years or older
- Computer literacy
- Basic math
- Paid time off
- Parental leave
Activity Associate I
Lutheran SeniorLife —Beaver, PA
- From $15 an hour
- Full-time
- Residential
- High school diploma or GED
- Older adults
- Mileage reimbursement
- Paid holidays

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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

Associate Scientist I

Research Associate I – Research Services

Customer Relations Associate I (Ongoing Recruitment)

Associate Scientist I

Underwriting Associate I (Trainee Program)

Program Associate I

MEDICAL CARE PROGRAM ASSOCIATE I (REPOST)

Production Associate I

Associate Personal Injury Attorney (Plaintiff) - 1 to 3 years experience preferred

Associate Dentist ( 1 year of experience required) $20,000 signing bonus

Clinical Donation Coordinator I

Home Decor Showroom Sales Associate (1 -2 years experience required)

Mobile Phlebotomist - Lab Assistant I (Home Draw) - Full-Time

Administrative Assistant (1 year experience required)

Associate/Social Services Specialist (I/II/III)

Maintenance Coordinator (Position will be in one of our facilities ATL, San Antonio, or Elgin, IL)

Production Associate I

Warehouse Associate, I 2nd Shift M-F 3:45pm-12:15am

Activity Associate I

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