Top 26638 Jobs in Melissa, Tx

Client Service Assistant
Encircle Wealth Advisors —McKinney, TX
- $50,000 - $52,000 a year
- Full-time
- Research
- Mid-level
- Office
Quick Apply
Quantitative AI Evaluator - AI Trainer
DataAnnotation —McKinney, TX
- $40 - $60 an hour
- Part-time
- Remote
- Computer Science
- English
- Mid-level
- Flexible schedule
Quick Apply
Risk & Controls Project Manager (Agile SDLC / IT Lifecycle Controls)
Maxus Group —Plano, TX
- $125,000 - $150,000 a year
- Full-time
- Continuous improvement
- Conflict management
- In-person
- Health insurance
- Dental insurance
Quick Apply
Inpatient Coder / Outpatient Coder - AI Trainer
DataAnnotation —Texas
- From $20 an hour
- Overtime
- Remote
- Medicine
- Writing skills
- English
Quick Apply
Front Desk/Party Host
cheerland melissa —Melissa, TX
- From $12 an hour
- Part-time
- Customer service
- Cash register
- Working with children
- Flexible schedule
Quick Apply
Stocker
Costco Wholesale Corporation —Celina, TX
- Merchandising
- Warehouse
- Entry level
- AD&D insurance
- Employee stock purchase plan
Bookseller
Half Price Books —McKinney, TX
- $16.00 - $21.01 an hour
- Full-time
- Communication skills
- Entry level
- Paid holidays
- Health insurance
Quick Apply
10d
Stocker
Walmart —Anna, TX
- $14.50 - $27.50 an hour
- Part-time
- High school
- Forklift
- Ability to lift 50 pounds
- Paid jury duty
- Disability insurance
Personal Shopper (In-Store)
Walmart —Anna, TX
- $14.50 - $27.50 an hour
- Part-time
- High school
- Entry level
- Paid jury duty
- Disability insurance
Mailroom Clerk
S&A Legal Management Services, Inc. —Plano, TX
- $15 - $17 an hour
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Dental insurance
- Vision insurance
FedEx Delivery Driver
Tredco, Inc —Sherman, TX
- $140 - $150 a day
- Part-time
- Background check
- Clean driving record
- Heavy lifting
- Paid training
- Fuel card
Quick Apply
Direct Support Professional (Bachelor's Degree Required)
Action Behavior Centers —Melissa, TX
- $16.50 - $27.00 an hour
- Urgently hiring
- 18 years or older
- No experience needed
- Master's degree
- Paid training
- Health savings account
Quick Apply
4d
Weekend Event Setup Specialist
Pretty Teepees —McKinney, TX
- $18 an hour
- Part-time
- Clean driving record
- Customer service
- Driver's License
- Paid training
Quick Apply
Legal Data Entry Specialist
eTeam Inc. —Frisco, TX
- $23.00 - $24.30 an hour
- Contract
- Microsoft Excel
- Mid-level
- Office
Quick Apply
Accounting Assistant
ADH Guardian USA LLC —Richardson, TX
- $20 - $25 an hour
- Full-time
- Customer service
- Office
- Finance
- Health insurance
- Paid time off
Quick Apply
Delivery Manager
Daystar Landscapes —Prosper, TX
- $1,000 - $1,400 a week
- Weekends as needed
- Background check
- Spanish
- English
- Health insurance
- Dental insurance
Quick Apply
Wellness studio assistant
SweatHouz Contrast Therapy Studio —Frisco, TX
- $14 - $16 an hour
- Temporary
- Spanish
- No background check
- English
- Paid training
Quick Apply
Pizza Delivery Driver
Papa John's Pizza —Anna, TX
- $8.50 - $18.00 an hour
- Weekends as needed
- 18 years or older
- Customer service
- Driver's License
- Paid training
- Mileage reimbursement
Quick Apply
Town Secretary
Town of St Paul —Saint Paul, TX
- $65,000 - $120,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Wellness program
- Health insurance
Quick Apply
12d
Front Desk Receptionist - Bilingual
PCI Construction, Inc. —McKinney, TX
- $17 - $21 an hour
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
- AD&D insurance
- Paid holidays
Quick Apply

I want to receive the latest job alert for jobs in melissa, tx

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

Client Service Assistant

Encircle Wealth Advisors
McKinney, TX

Quick Apply

Job Details

Full-time
$50,000 - $52,000 a year

Qualifications

Customer communication
Financial product expertise
Financial services

Full Job Description

Encircle Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc., is conveniently located near the 121 and Custer intersection. We are a focused, award-winning, driven wealth management practice. Our caring financial planning practice helps lead clients to their financial goals such as retirement, college education for children and helping business owners.

We are looking for an ambitious Client Service Assistant/Paraplanner with high attention to detail to join our fast-paced team. The Client Service Assistant will primarily assist financial advisors and the team in the financial planning workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and performing work activities.

This role provides support by scheduling meetings, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects, working with clients to resolve issues and other practice management tasks as needed.

Responsibilities include, but are not limited to, the following:

Schedule client appointments and prepare agendas/forms for appointments
Running investment reports and other client meeting documents
Processing and tracking new business and services on existing accounts
Providing information and research to our advisors regarding accounts and investments
Executing client projects and performing related work as required

Key Traits of a Successful Client Service Manager/Paraplanner:

Direct attention to detail and organization
Effective communication with clients and other advisors/staff
Effective and efficient time management

Requirements:

2- 3 years of insurance or financial services experience
15 years of general work experience
Exceptional attention to detail and organizational skills
Basic knowledge of financial services products and strong desire to learn the financial planning and investment management process
A self-starter who’s always looking for ways to help and grow with a positive attitude

Starting Base Salary: $50,000 to $52,000. Salary range is commensurate with experience.

Job Type: Full-time

Pay: $50,000.00 - $52,000.00 per year

Application Question(s):

Do you live within a 10-mile radius of our office location?
Do you have at least 15-years of general work experience?

Quick Apply

Refine Your Search

jobs in melissa, tx

Client Service Assistant

Quantitative AI Evaluator - AI Trainer

Risk & Controls Project Manager (Agile SDLC / IT Lifecycle Controls)

Inpatient Coder / Outpatient Coder - AI Trainer

Front Desk/Party Host

Stocker

Bookseller

Stocker

Personal Shopper (In-Store)

Mailroom Clerk

FedEx Delivery Driver

Direct Support Professional (Bachelor's Degree Required)

Weekend Event Setup Specialist

Legal Data Entry Specialist

Accounting Assistant

Delivery Manager

Wellness studio assistant

Pizza Delivery Driver

Town Secretary

Front Desk Receptionist - Bilingual

I want to receive the latest job alert for jobs in melissa, tx

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected