Top 1855 Service associate i 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
12d
Overnight Air Logistics Warehouse Associate
WFS Express, Inc. —Toledo, OH
- Weekends as needed
- 18 years or older
- English
- High school diploma or GED
- 401(k)
- Employee discount
Quick Apply
Crane Service Coordinator
Bohl Crane, Inc. —Toledo, OH
- $19 - $23 an hour
- ERP systems
- Mid-level
- Administrative experience
Quick Apply
3d
Care Coordinator - Youth
Unison Health —Toledo, OH
- From $55,000 a year
- Full-time
- Hybrid work
- Background check
- Experience working with individuals with developmental disabilities
- LPC
- Profit sharing
- Continuing education credits
Quick Apply
IT Client Services Support Specialist I
Nemsys LLC —Toledo, OH
- $14 - $19 an hour
- 8 hour shift
- Google Workspace
- Office
- Windows
- Dental insurance
- 401(k)
Quick Apply
Customer Service Associate I
Family Dollar —Toledo, OH
- $11.00 - $11.50 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store experience
- Health insurance
- Dental insurance
Robotics Warehouse Associate
Amazon Warehouse —Rossford, OH
- $18.50 - $20.00 an hour
- Overtime
- 18 years or older
- Military encouraged
- Entry level
- Flextime
- On-the-job training
14d
Customer Service Associate I
Dollar Tree —Toledo, OH
- $11.00 - $11.50 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store experience
- Health insurance
- Dental insurance
Retail Associate
TJ Maxx —Toledo, OH
- $13.50 - $14.00 an hour
- Part-time
- Merchandising
- Organizational skills
- Fair chance
- Paid parental leave
- Health savings account
7d
Call Center/Customer Service Rep
Automated Health Systems —Toledo, OH
- $15 - $18 an hour
- Remote
- Bilingual
- Mid-level
- High school diploma or GED
- Wellness program
- Opportunities for advancement
Quick Apply
12d
Customer Associate
Original Composites and Fibers —Toledo, OH
- $21 - $22 an hour
- Microsoft Outlook
- Organizational skills
- Associate's degree
Quick Apply
Retail Warehouse Associate
Best Buy —Toledo, OH
- $15.00 - $17.88 an hour
- Part-time
- Merchandising
- Warehouse
- Warehouse experience
- Paid time off
- Employee discount
4d
Online Grocery Pick-Up Clerk
Kroger —Toledo, OH
- Part-time
- Basic math
- Adults
- Cash register
- Paid holidays
- Health insurance
Retail Store Associate
The UPS Store - Retail Center Sales Associate —Toledo, OH
- $11 - $16 an hour
- Part-time
- In-person
- Communication skills
- Entry level
- Employee discount
- Flexible schedule
Quick Apply
11d
Pharmacy Customer Service Associate
Walgreens —Toledo, OH
- $16 - $18 an hour
- Part-time
- Computer literacy
- Basic math
- Maintenance
- Continuing education credits
- Health insurance
Associate Therapist - Monroe, MI
Therapeutics, LLC —Monroe, MI
- $18 - $24 an hour
- Full-time
- Hybrid work
- Background check
- Addiction Medicine
- HIPAA
- Health insurance
- Dental insurance
Quick Apply
Overnight Air Logistics Ramp Associate
WFS Express, Inc. —Toledo, OH
- Overtime
- 18 years or older
- English
- Forklift
- 401(k)
- Employee discount
Quick Apply
Senior HVAC Service Technician - Commercial
Air Force One, LLC —Toledo, OH
- $25 - $40 an hour
- Full-time
- Background check
- Clean driving record
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
Veterinarian - Reynolds Road Animal Hospital
Reynolds Road Animal Hospital —Toledo, OH
- Full-time
- Mid-level
- Communication skills
- Paid parental leave
- Health savings account
Quick Apply
Veterinary Medical Director - Paws & Claws Animal Hospital
Paws & Claws Animal Hospital —Lambertville, MI
- 3 years
- Senior level
- Leadership
- Continuing education credits
- Health savings account
Quick Apply

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Registered Client Service Associate

Wilcox Financial / Wilcox Sports Management
Toledo, OH

Quick Apply

Job Details

Full-time
12 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

service associate i jobs in toledo, oh

Registered Client Service Associate

Overnight Air Logistics Warehouse Associate

Crane Service Coordinator

Care Coordinator - Youth

IT Client Services Support Specialist I

Customer Service Associate I

Robotics Warehouse Associate

Customer Service Associate I

Retail Associate

Call Center/Customer Service Rep

Customer Associate

Retail Warehouse Associate

Online Grocery Pick-Up Clerk

Retail Store Associate

Pharmacy Customer Service Associate

Associate Therapist - Monroe, MI

Overnight Air Logistics Ramp Associate

Senior HVAC Service Technician - Commercial

Veterinarian - Reynolds Road Animal Hospital

Veterinary Medical Director - Paws & Claws Animal Hospital

I want to receive the latest job alert for service associate i in toledo, oh

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