Top 79 Account services associate Jobs in Pittsfield, Ma

Account Services Associate
Apella Wealth —Lenox, MA
- $50,000 - $60,000 a year
- Full-time
- CRM software
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Health savings account
Quick Apply
Sales Consultant
Ginsberg's Institutional Foods —Adams, MA
- From $75,000 a year
- Full-time
- Background check
- 5 years
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply
Administrative Coordinator
Berkshire Regional Transit Authority (BRTA) —Pittsfield, MA
- $50,000 - $52,000 a year
- Weekends as needed
- Microsoft Outlook
- Working with individuals with disabilities
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
5d
Farming / Farm Store Associate
Shadowbrook Farm —New Lebanon, NY
- $16 - $18 an hour
- Part-time
- Driver's License
- In-person
- Associate's degree
- Employee discount
Quick Apply
Territory Sales and Service Representative
Ecolab Inc. —Pittsfield, MA
- $64,600 - $96,800 a year
- Overtime
- Mid-level
- High school diploma or GED
- Ability to lift 50 pounds
- Paid training
- COVID-19 protective measures
Admin II Training & Development
ADUSA Supply Chain —Schodack Landing, NY
- $20.70 - $38.30 an hour
- Full-time
- Mid-level
- Forklift
- Teaching
- Health savings account
- Health insurance
Quick Apply
Retail Store Area Supervisor - (Key Holder) - Full Time
Ocean State Job Lot —Valatie, NY
- $20 an hour
- Weekends as needed
- 18 years or older
- Merchandising
- Maintenance
- Profit sharing
- Paid holidays
Front Desk Agent
BBL LENOX HOTEL GROUP LLC —Lenox, MA
- $17 - $18 an hour
- Weekends as needed
- Ability to walk for extended periods
- Computer literacy
- Basic math
- Health savings account
- Health insurance
Quick Apply
Part-Time Retail Sales Associate
KOHLS —Lenox, MA
- $16.00 - $23.10 an hour
- Part-time
- Writing skills
- Merchandising
- 16+ years old
- Disability insurance
- Dental insurance
Universal Banker
Beacon Bank —Pittsfield, MA
- $20.00 - $27.13 an hour
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Customer Service Representative
Berkshire Health Systems —Pittsfield, MA
- $19.88 an hour
- Full-time
- English
- Organizational skills
- Typing
Breakfast Attendant
BBL LENOX HOTEL GROUP LLC —Lenox, MA
- $18 - $19 an hour
- 8 hour shift
- Guest services
- Entry level
- Health savings account
- Health insurance
Quick Apply
6d
Counter Sale Associate
US Electrical Services —Pittsfield, MA
- $19 - $24 an hour
- Computer literacy
- Basic math
- High school diploma or GED
- Paid parental leave
- AD&D insurance
Quick Apply
Sales Associate
J.Crew Factory —Lee, MA
- Part-time
- 18 years or older
- Sales
- Entry level
- 401(k) matching
Auto Glass Installation Technician Trainee
Safelite Group —Pittsfield, MA
- $21.25 - $30.50 an hour
- Full-time
- 18 years or older
- English
- High school diploma or GED
- Paid training
- Paid holidays
12d
Billing & Collection Specialist
Berkshire Health Systems —Pittsfield, MA
- $19.88 an hour
- Full-time
- English
- High school diploma or GED
- Organizational skills
Youth Counselor, Pittsfield, MA
Key Program, Inc. —Pittsfield, MA
- $24 an hour
- Full-time
- Bilingual
- High school diploma or GED
- Driver's License
- Paid holidays
- Dental insurance
Quick Apply
Home Health Account Executive
Centerwell —Pittsfield, MA
- $64,600 - $86,400 a year
- Full-time
- Nursing
- Marketing
- Hospital
- Paid parental leave
- Paid holidays
Customer Service/Sales
Home Depot —Pittsfield, MA
- $17 - $20 an hour
- Entry level
Part-Time Truck Unloader (Required 6am Start)
KOHLS —Lenox, MA
- $16.00 - $23.10 an hour
- Part-time
- Writing skills
- 16+ years old
- Communication skills
- Disability insurance
- Dental insurance

I want to receive the latest job alert for account services associate in pittsfield, ma

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

account services associate jobs near pittsfield, ma

Sales Associate jobs in Lee, MA

Customer Service Representative jobs in Pittsfield, MA

Teller jobs in Pittsfield, MA

Behavioral Health Associate jobs in New York, NY

Retail Store jobs in Salisbury, NC

Retail Sales Associate jobs in Harrisburg, PA

Retail Sales Associate jobs in Columbia, MD

Retail Sales Associate jobs in Towson, MD

Retail Sales Associate jobs in Hanford, CA

Retail Sales Associate jobs in Lancaster, CA

Medical Aesthetic Sales jobs in North Carolina

Retail Store Supervisor jobs in Castle Rock, CO

Retail Store Supervisor jobs in Wellington, OH

Retail Store Supervisor jobs in Gretna, NE

Retail Store Manager jobs in Indianapolis, IN

Retail jobs in Lafayette, LA

Retail Store Supervisor jobs in Pensacola, FL

Supervisor jobs in Louisville, KY

Airline Customer Service Agent jobs in Charlotte, NC

Life Insurance Agent jobs in Denver, CO

Account Services Associate

Apella Wealth
Lenox, MA

Quick Apply

Job Details

Full-time
$50,000 - $60,000 a year

Benefits

Paid parental leave
Health savings account
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Pet insurance

Qualifications

CRM software
Customer communication
Salesforce
Microsoft Office
Administrative experience
Client services
Financial services

Full Job Description

About Apella

Apella Wealth is an employee-owned, wealth advisory firm (RIA) headquartered in West Hartford, CT with offices across the nation serving thousands of investors, families, businesses and institutions.

Founded in 2014, we are growing rapidly with more than $10B in assets under management. We are scaling both organically and through strategic acquisitions as we enter new regional markets and develop world-class, client-relevant capabilities.

Most importantly, we are growing by identifying the right partners that embrace our culture, share in our values, and are dedicated to putting client service first in all they do.

We compete for talent.

We owe it to our clients and our co-workers to find the right people for them and us.At Apella, we do meaningful financial planning with people we genuinely enjoy working with.

The Role

As an Apella Account Services Associate (ASA), you’ll serve in a key support role for advisory teams working daily in close collaboration with Client Relationship Specialists (CRSs), Financial Planning Associates (FPAs), and Apella Advisors who will be serving HNW and UHNW clients. This role reports into a Client Relationship Specialist, Lead and works as part of a team of two or more CRSs providing administrative and operational support to assigned Apella Advisors.

This is a rare opportunity to step into a well-supported, high-trust, administrative role within a national, fee-only RIA. You’ll receive the opportunity to support seasoned Apella Advisors and provide increasing leverage to their activities as you learn the financial advisory business from the inside and earn opportunities to work on challenging client management issues.

You’ll be joining a team obsessed with client service – where good enough never is. You’ll be expected to identify and take charge of opportunities to improve team operations and efficiency from Day 1. This will be a challenging administrative support role that can lead to significant opportunity and career growth within the firm. The right candidate for the ASA position will execute brilliantly, improve constantly, and have a relentless passion for identifying ways to raise the bar for themselves, their teammates, and the firm.

Where you’ll work:

This role will be located on either our Lenox, MA or West Hartford, CT - based teams and be expected to be available for in-office meetings with some remote work flexibility as determined by your specific team leadership.

What you’ll be responsible for:

Providing daily administrative support to CRSs, FPAs, and Apella Advisors
Office management including ordering supplies, incoming mail, and delivery receipts
Preparations for onsite client visits and ensuring a “white glove” experience
Completing and processing account forms with accuracy within the deliverable timeframe
Scanning documents and logging receipt for compliance purposes
Assisting with Advisor expense filing and reimbursements
Processing cashiering requests with accuracy and within the service level timeframe
Monitoring Salesforce cases daily
Monitoring custodian alerts daily
Responding to client service requests as needed
Assisting with marketing & operations department projects on an as needed basis
Perform other duties as required by senior team members

What qualifications we’re looking for:

A four-year degree in business, finance, economics or similarly relevant field preferred (not required)
1-3 years of administrative experience working in financial services, engineering or technical fields
High initiative personality and superb judgment under pressure
Ability to navigate competing priorities while maintaining composure and focus
Exceptional critical thinking abilities and attention to detail
Excellent written and oral communication skills; strong listening skills; professional demeanor
Strong organizational, prioritization and project management skills
Ability to multi-task and manage time effectively in a fast-paced environment
Ability to work independently and as part of a team
Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); ERP and CRM software
Eager to learn and able to adapt quickly to multiple technology platforms and rapid change

What we offer:

A base salary range of $50K - $60K with discretionary bonus and opportunity to learn the wealth advisory industry from experienced Apella Advisors and client service professionals on a daily basis.

A comprehensive benefits package including:

Day 1 Medical, Dental, and Vison health insurance coverage for you and your specific needs
Health Savings Account (HSA) and Flexible Spending Account (FSA) options w/company contribution
401(k) retirement plan with company match to help you achieve your financial goals
Generous paid time off (PTO) policy to ensure you have time to rest and recharge when needed
Employer-paid life insurance, AD&D, short-term disability, and long-term disability coverage options
16-week fully paid Parental Leave programs and adoption assistance support to help you start a family
Continuing education and certification fee reimbursement for professional development
Discount perks on travel, childcare, fitness, electronics, meal delivery, pet insurance, and more
Most importantly: The chance to help shape the future of a growing regional team and firm

Gallagher's HR & Organizational effectiveness team provides expert guidance and hands-on support in HR, Recruiting, and Payroll to help organizations stay focused on achieving their strategic business goals.

Pay: $50,000.00 - $60,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid parental leave
Paid time off
Parental leave
Professional development assistance
Tuition reimbursement
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

account services associate jobs in pittsfield, ma

Account Services Associate

Sales Consultant

Administrative Coordinator

Farming / Farm Store Associate

Territory Sales and Service Representative

Admin II Training & Development

Retail Store Area Supervisor - (Key Holder) - Full Time

Front Desk Agent

Part-Time Retail Sales Associate

Universal Banker

Customer Service Representative

Breakfast Attendant

Counter Sale Associate

Sales Associate

Auto Glass Installation Technician Trainee

Billing & Collection Specialist

Youth Counselor, Pittsfield, MA

Home Health Account Executive

Customer Service/Sales

Part-Time Truck Unloader (Required 6am Start)

I want to receive the latest job alert for account services associate in pittsfield, ma

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected