Location: Phoenix, AZ
Company: Priority Financial Group
projects, prioritizing advisor tasks and requests, processing new account applications, account transfers, account updates, cash distributions, and following up on and resolving NIGO alerts and various other work assigned by financial advisors. As a Client Service Associate you will have the opportunity to work to support the success of high growth financial advisors.
The position is team-based with a high level of on-going collaboration, interaction, and communication. What you need to meet requirements: · 3+ years industry experience· A professional phone presence· Excellent customer service skills· Drive to provide exceptional care to clients· Prior experience working in financial
services at either a registered investment advisor, custodian or broker/dealer· Experience working with Schwab, TD Ameritrade, Fidelity, Raymond James, Merrill Lynch, Edward Jones, Vanguard, JP Morgan Chase, Wells Fargo, or Pershing is a plus· Excellent written and verbal communication skills· High attention to detail· Excellent follow-up and project management skills· Comfortable and proficient using custodian and other industry technology· Experience working with Sales Force and Orion is a plus· Reside in the Phoenix, AZ area
HR & Recruiting jobs involve roles related to the management of an organization’s human resources. This encompasses recruiting and hiring new staff, coordinating employee benefits, performance management, training, and ensuring compliance with labor laws. Key features of such jobs include strong interpersonal skills, the ability to handle confidential matters, a strategic approach to workforce planning, and staying abreast of changes in employment legislation. HR professionals shape company culture and are integral in fostering a productive and positive work environment.
HR & Recruiting jobs involve roles related to the management of an organization’s human resources. This encompasses recruiting and hiring new staff, coordinating employee benefits, performance management, training, and ensuring compliance with labor laws. Key features of such jobs include strong interpersonal skills, the ability to handle confidential matters, a strategic approach to workforce planning, and staying abreast of changes in employment legislation. HR professionals shape company culture and are integral in fostering a productive and positive work environment.
HR & Recruiting Jobs encompass a range of roles focused on managing an organization's human resources and talent acquisition processes. These positions play a crucial part in shaping company culture, ensuring employee satisfaction, and attracting top-tier candidates. Key responsibilities include developing hiring strategies, overseeing benefit programs, administering personnel policies, and ensuring compliance with labor laws. Characterized by strong interpersonal skills, HR and Recruiting professionals often act as liaisons between management and staff to foster a positive work environment. The field requires a blend of empathy, strategic thinking, and a keen understanding of employment regulations and best practices.
HR & Recruiting Jobs refer to employment positions focused on acquiring, managing, and developing a company's workforce. These roles involve attracting top talent, conducting interviews, managing employee relations, and implementing policies that align with the organization's goals. Key characteristics of these jobs include strong interpersonal skills, strategic thinking, and a knowledge of employment laws. These professionals are integral to shaping a positive work environment and supporting the growth and retention of employees.