Top 1060 Associate product Jobs in Toledo, Oh

Registered Client Service Associate
Wilcox Financial / Wilcox Sports Management —Toledo, OH
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
11d
Warehouse Associate
Luckey Farmers —Graytown, OH
- $18 - $22 an hour
- Extended hours
- CDL B
- English
- Forklift
- Health savings account
- Health insurance
Quick Apply
19h
Truck Driver - CDL Class A - Penske Logistics
Penske Truck Leasing and Logistics —Perrysburg, OH
- $88,400 a year
- Full-time
- Dedicated
- Customer service
- Ability to walk for extended periods
- AD&D insurance
- Paid holidays
New Store Retail Associate
Ollies Bargain Outlet, Inc. —Oregon, OH
- Part-time
- Merchandising
- Maintenance
- Ability to lift 50 pounds
- Employee discount
- Flexible schedule
Quick Apply
Brand Sales Associate
Neighborhood Services —Toledo, OH
- $600 - $1,100 a week
- Full-time
- High school diploma or GED
- In-person
- Reliable transportation
- Paid training
- Opportunities for advancement
Quick Apply
Retail Staff & Food Prep
The Erie Fish Market —Erie, MI
- $14 - $20 an hour
- Part-time
- Customer service
- High school diploma or GED
- Quick service & fast food restaurant
- Flexible schedule
Quick Apply
Entry Level Sales Associate
Paragon Prime, Inc. —Holland, OH
- $50,000 - $60,000 a year
- Full-time
- In-person
- Reliable transportation
- Leadership
- Employee discount
- Professional development assistance
Quick Apply
3d
Customer Service Representative (Loan Consultant II)
Lendmark Financial Services —Toledo, OH
- $22 - $24 an hour
- Full-time
- Background check
- Spanish
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Warehouse Associate - Shipping & Receiving
Gross Electric Supply —Toledo, OH
- $18 - $22 an hour
- Full-time
- Computer literacy
- Maintenance
- Forklift
- Health savings account
- Disability insurance
Quick Apply
10d
CDL A Delivery Driver
The Sygma Network, Inc —Monroe, MI
- Up to $150,000 a year
- Overtime
- Basic math
- English
- CDL A
- Paid training
- Employee stock purchase plan
Quick Apply
Retail Store Manager and Sales Associates
Great Lakes Vacuum —Maumee, OH
- From $700 a week
- Full-time
- Sales
- Customer service
- Merchandising
- Health insurance
- Dental insurance
Quick Apply
Maintenance Technician
Canberra Corporation —Toledo, OH
- From $20 an hour
- Full-time
- Microsoft Outlook
- Maintenance
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
11d
Flex Truck Driver - Class A - Penske Logistics
Penske Truck Leasing and Logistics —Perrysburg, OH
- $0.66 per mile
- Full-time
- Customer service
- Ability to walk for extended periods
- DOT physical examination
- AD&D insurance
- Paid holidays
10d
Restaurant Team Member/Food Crew All Shifts
Speedway LLC —Bowling Green, OH
- From $15 an hour
- Part-time
- Background check
- 18 years or older
- Customer service
- Paid holidays
- 401(k)
Quick Apply
14h
BSA & Risk Specialist I
SUN FEDERAL CREDIT UNION —Maumee, OH
- $23.37 - $27.75 an hour
- Full-time
- Microsoft PowerPoint
- Microsoft Word
- Background check
- Wellness program
- Paid parental leave
Quick Apply
CDL A Truck Driver
US Foods, Inc. —Perrysburg, OH
- $29.96 an hour
- Full-time
- Customer service
- English
- CDL A
- Employee stock purchase plan
- Disability insurance
10d
Part Time Product Demonstrator
Advantage Solutions —Bowling Green, OH
- $14 an hour
- Part-time
- Serving
- 18 years or older
- No experience needed
- Health insurance
- Dental insurance
Electrical Designer
ITS (Integrated Talent Strategies) —Toledo, OH
- $60,000 - $85,000 a year
- Full-time
- 5 years
- Word processing
- Analysis skills
Quick Apply
14d
Quality Control Technician - Ready Mix Concrete - Dundee MI
Smyrna Ready Mix, LLC —Dundee, MI
- Overnight shift
- Residential
- Analysis skills
- Associate's degree
- Paid holidays
- Disability insurance
Financial Representative
Western & Southern Life —Maumee, OH
- $50,000 - $70,000 a year
- Full-time
- US work authorization
- Financial services
- In-person
- Health insurance
- Dental insurance
Quick Apply

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Registered Client Service Associate

Wilcox Financial / Wilcox Sports Management
Toledo, OH

Quick Apply

Job Details

Full-time
11 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Opportunities for advancement
Life insurance

Qualifications

Interpersonal skills
Series 7
Attention to detail
Organizational skills
CRM system proficiency
Time management

Full Job Description

JOB SUMMARY

Wilcox Financial / Wilcox Sports Management is seeking a dynamic Registered Client Service Associate who is a motivated, detail-oriented, and creative problem solver to join our growing team. This essential role helps provide high quality/high touch critical administrative support to our Financial Advisors, their prospective and existing clientele, and other branch staff. The ideal candidate will be an effective communicator across multiple platforms (phone, email, in-person), have strong proficiency in navigating Client Relationship Management (CRM) software and reporting systems, and excel at organizing, managing, and tracking multiple detailed tasks and assignments through to completion with changing priorities and deadlines. If you thrive in a fast-paced, task-oriented work environment, come join our team at Wilcox Financial / Wilcox Sports Management where your expertise will contribute significantly to our organization's success.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
Prepares various business summary reports and client-specific reporting as needed for review by the Financial Advisor
For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing – follows up to ensure timely completion
With a high level of organization and accuracy, processes client financial transactions as directed
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or Financial Advisor / team
Creates and maintains accurate records and files utilizing CRM software
Reviews, assesses, and responds to all corporate action items and client account alerts
Prepare letters, forms, and reports to assist with servicing existing clientele and prospects
Answer general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
May enter solicited orders in a clerical capacity at the direction of the Financial Advisor
Execute money movement transactions at the request of the client and/or Financial Advisor / team
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies / procedures
Performs other duties and responsibilities as assigned

KNOWLEDGE OF / SKILLED IN

Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Strong familiarity navigating CRM software, or similar contact management software, and familiarity with financial business and cloud-based systems for daily implementation
Detail-orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office Suite skills, including developing spreadsheets as needed and for ongoing reporting
Advanced proficiency in Adobe Acrobat, Docusign / eSignature service products, Box / OneDrive file sharing platforms, or ability to quickly learn systems
Exceptional writing, interpersonal, and client communication / customer service skills
Strong time management skills
Team player with the ability to collaborate with others
Adaptable and ability to multitask
Goal oriented, self-motivated and results driven

ABILITY TO

Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communications, spreadsheets, and database inputs
Analyze and research account information
Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
Identify time sensitive items and assess competing priorities
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
Handle stressful situations and provide a high level of customer service in a calm and professional manner
Analyze problems and establish solutions in a fast-paced environment
Use mathematics sufficiently to process account and transaction information
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person
Work both independently and as part of a cohesive team
Provide a high level of customer service
Willing and able to work onsite in office Mondays-Fridays from 8:00am–5:00pm ET

EDUCATION / PREVIOUS EXPERIENCE

College Degree and two (2) or more years of securities industry or related work experience (finance, accounting, banking) preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources

LICENSURE / CERTIFICATIONS

Series 7 required
Series 63, 65 and/or 66 as required by state

COMPLIANCE REQUIREMENTS

Must be fingerprinted upon hire according to the National Association of Securities Dealers (NASD) requirements
Investment accounts (except for employer sponsored plans) under the control of the employee or anyone within their household to be transferred to Raymond James as part of the onboarding process

WORK SCHEDULE

40 hours per week
Monday-Friday / 8:00am – 5:00pm ET

BENEFITS

100% Employer-Paid Premiums – Medical, Vision, Dental, and Life Insurance
Paid-Time Off (PTO), sick days, and company holidays
401(k) / Roth IRA option after one (1) year of employment with a 3% Safe Harbor match
Professional and Career Growth Opportunities

WORK LOCATION

Onsite, in office

TRAVEL

Less than 3% (Optional – continuing education training and conference opportunities)

WORKSTYLE

Resident

Wilcox Financial / Wilcox Sports Management is an equal opportunities employer. All employment is decided based on qualifications, merit, and business need. All candidates must be authorized to work in the United States and successfully pass a criminal background check.

ABOUT THE COMPANY

Wilcox Financial / Wilcox Sports Management is a diversified financial services and consulting company with a long tradition of excellence and growth in providing high-level financial advice for its clientele. With a specialized team of financial professionals and long-term investment strategists, the company is regarded for its personalized approach in developing valuable planning solutions for clients to achieve their long-term goals. Founded in 1982, Wilcox Financial serves more than 6,500 corporations, executives, and employees, as well as closely held family business owners and high-net-worth individuals in 47 states in the areas of financial advising, investment, business, tax, and estate planning. Founded in 2002, Wilcox Sports Management provides “one-stop shop” advising services to over 400 Football and Basketball Coaches, University Presidents, Athletics Directors, Conference Commissioners, and Broadcasters throughout the country. Learn more at www.wilcoxfinancial.com.

Wilcox Financial / Wilcox Sports Management and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term “Raymond James” includes, but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

Benefits:

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

Experience:

securities industry or related work: 2 years (Preferred)

License/Certification:

Series 7 (Required)
Series 63 (Preferred)
Series 65 (Preferred)
Series 66 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

associate product jobs in toledo, oh

Registered Client Service Associate

Warehouse Associate

Truck Driver - CDL Class A - Penske Logistics

New Store Retail Associate

Brand Sales Associate

Retail Staff & Food Prep

Entry Level Sales Associate

Customer Service Representative (Loan Consultant II)

Warehouse Associate - Shipping & Receiving

CDL A Delivery Driver

Retail Store Manager and Sales Associates

Maintenance Technician

Flex Truck Driver - Class A - Penske Logistics

Restaurant Team Member/Food Crew All Shifts

BSA & Risk Specialist I

CDL A Truck Driver

Part Time Product Demonstrator

Electrical Designer

Quality Control Technician - Ready Mix Concrete - Dundee MI

Financial Representative

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