Top 3939 Support professional 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
Care Coordinator Supervisor - Ohio Rise
Unison Health —Toledo, OH
- From $70,000 a year
- Weekends as needed
- Hybrid work
- Management
- Addiction Medicine
- LPC
- Health savings account
- Health insurance
Quick Apply
Legal Assistant, Medical Subrogation
Charles E. Boyk Law Offices, LLC —Holland, OH
- $20 - $23 an hour
- Full-time
- Mid-level
- Data entry
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Assistant New and Used Car Manager
Charlie's Dodge Chrysler Jeep Ram —Maumee, OH
- $60,000 - $100,000 a year
- Full-time
- Dealership
- Inventory management
- Merchandising
- Health insurance
- Dental insurance
Quick Apply
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
Direct Support Professional (DSP) - Lucas County
JSZ Caregiving —Toledo, OH
- $21 an hour
- Part-time
- Medication administration
- Fair chance
- In-person
- Flexible schedule
- Referral program
Quick Apply
9d
Service Dispatcher
Campbell Mechanical Services —Northwood, OH
- $26 - $28 an hour
- Full-time
- Computer literacy
- Office
- Administrative experience
- Paid holidays
- Disability insurance
Quick Apply
Dispatcher
Velocity A Managed Services Company —Holland, OH
- Weekends as needed
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
Paraprofessional/Teacher's Aide
L Hollingworth School for the Talented and Gifted —Toledo, OH
- $26,000 - $28,000 a year
- Full-time
- Classroom
- Writing skills
- Sanitation
- Health savings account
- Health insurance
Quick Apply
5d
Dishwasher/Food Prep
Mayberry diner —Sylvania, OH
- $12 - $15 an hour
- Part-time
- Organizational skills
- In-person
- Ability to stand for extended periods
Quick Apply
Day Shift Technical Support Representative
Amplex Internet —Luckey, OH
- $19 an hour
- Full-time
- Background check
- Pass drug screening
- Office
- Health savings account
- Paid holidays
Quick Apply
1d
Entry Level Insurance Sales Agent - Hybrid Remote (OH)
Bankers Life —Toledo, OH
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- No experience needed
- Organizational skills
- Entry level
Quick Apply
School Age Teacher
Kiddie Kollege childcare campus 2 —Toledo, OH
- $14 - $16 an hour
- Part-time
- Serving
- 18 years or older
- Childcare
- Paid training
- Employee assistance program
Quick Apply
2d
Ohio : Retail Signage Removal - $375 per project • 6 AM–10 AM • Weekly Pay • Project-Based Work
DAVACO —Ohio
- $375 a week
- Part-time
- Merchandising
- Reliable transportation
- Entry level
Quick Apply
Paraprofessional Special Education
LEONA OHIO EDUCATION GROUP —Toledo, OH
- Classroom
- Math
- Math
Quick Apply
DSP (Direct Support Professional) - Assured Health Services!!
Assured Health Services —Toledo, OH
- $14.50 an hour
- Part-time
- High school diploma or GED
- Driver's License
- In-person
- Health insurance
- Dental insurance
Quick Apply
Entry Level Brand Ambassador
Paragon Prime, Inc. —Toledo, OH
- $875 - $1,260 a week
- Full-time
- Background check
- In-person
- Restaurant experience
- Employee discount
- Professional development assistance
Quick Apply
10d
Caregiver
Home Instead —Toledo, OH
- $14 - $16 an hour
- Urgently hiring
- Background check
- Pass drug screening
- No experience needed
- Paid training
- 401(k)
Quick Apply
Quality Auditor Specialist (Remote)
GridHawk LLC —Toledo, OH
- Full-time
- Remote
- Background check
- Microsoft Excel
- Pass drug screening
- Paid holidays
- Disability insurance
Quick Apply
Technical Support Specialist
Hiab —Perrysburg, OH
- From $60,000 a year
- Full-time
- Background check
- Mid-level
- High school diploma or GED
- Profit sharing
- Paid training

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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

support professional jobs in toledo, oh

Registered Client Service Associate

Care Coordinator Supervisor - Ohio Rise

Legal Assistant, Medical Subrogation

Assistant New and Used Car Manager

Care Coordinator - Youth

Direct Support Professional (DSP) - Lucas County

Service Dispatcher

Dispatcher

Paraprofessional/Teacher's Aide

Dishwasher/Food Prep

Day Shift Technical Support Representative

Entry Level Insurance Sales Agent - Hybrid Remote (OH)

School Age Teacher

Ohio : Retail Signage Removal - $375 per project • 6 AM–10 AM • Weekly Pay • Project-Based Work

Paraprofessional Special Education

DSP (Direct Support Professional) - Assured Health Services!!

Entry Level Brand Ambassador

Caregiver

Quality Auditor Specialist (Remote)

Technical Support Specialist

I want to receive the latest job alert for support professional in toledo, oh

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