Jobs in the United States

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Added 1 min ago
CP
CASE MANAGER - PART-TIME
Calcasieu Parish Police Jury
Lake Charles, LA
- $17.37 to $24.56 USD / hour
- Part-time
Incumbents identify available resources for clients, track client progress and participation, Responsibilities may include; providing direct service to clients; ensuring services adhere to…
Added 2 mins ago
UC
Eligibility Specialist (FNS)
Union County
Monroe, NC
- $24.55 to $36.83 USD / hour
…eligibility and providing ongoing caseload management for economic service assistance programs such as Food and Nutrition Services, Temporary Assistance to Needy Families (Work First),…
Added 2 mins ago
Associate Attorney
Robertson, Anschutz, Schneid, Crane & Partners, PLLC
Remote, United States
…empowered to take ownership of their work, contribute to meaningful client outcomes, and continuously develop their skills within a fast-paced, evolving legal environment. Employees benefit…
Added 3 mins ago
CG
ROUTE DRIVER - SMARTSERVICE (FULL TIME)
Compass Group
Lakewood, NJ
- $23 USD / hour
- Full-time
Listens to and resolves service complaints; reports all client and/or customer complaints to immediate supervisor in a timely manner.
Added 3 mins ago
CG
STAFFING & DISPATCH COORDINATOR
Compass Group
NEW HYDE PARK, NY
- $53,200 to $60,000 USD / year
By the mid-1980s, CDC had become the NY Metro area's largest office beverage supplier by combining innovation with a devotion to providing superior service.
Added 3 mins ago
CG
ROUTE DRIVER - VENDING (FULL TIME)
Compass Group
Montgomery, AL
- $16.5 to $18 USD / hour
- Full-time
Free meals, uniforms and laundering service available at select locations.
Added 3 mins ago
General Manager
Compass Group
Seattle, WA
…account in accordance with the approved budget while meeting client expectations. You will be expected to maintain excellent relationships with employees, guests and the client, as well as…
Added 3 mins ago
GENERAL MANAGER - REDMOND WA
Compass Group
Redmond, WA
…account in accordance with the approved budget while meeting client expectations. You will be expected to maintain excellent relationships with employees, guests and the client, as well as…
Added 3 mins ago
FOOD SERVICE MANAGER- ORLANDO, FL
Compass Group
ORLANDO, FL
…ensures superior food and beverage quality and strong customer service…
Added 3 mins ago
RD
Billing Associate
RR Donnelley
Wheeling, WV
- $35,400 to $48,800 USD / year
The Billing Associate provides a variety of administrative support functions to a site, office and/or client, which may include tasks such as expense reports, time entry, invoice entry,…
Added 3 mins ago
RD
Sr. Reprographics Associate
RR Donnelley
Los Angeles, CA
- $19.13 to $26.44 USD / hour
The Sr. Reprographics Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not limited to reprographics…
Added 3 mins ago
EVS Operations Manager
Compass Group
DETROIT, MI
At least 1 year of supervisory experience in support service related field with high customer/client contact.
Added 3 mins ago
DIR, DINING SERVICES II - NORTHEASTERN UNIVERSITY - BOSTON, MA
Compass Group
BOSTON, MA
Maintain client and customer happiness by ensuring food quality and customer service standards are met consistently.
Added 3 mins ago
DATA PRODUCT MANAGER
Compass Group
Chesterbrook, PA
Strong client-service, organizational and project-management skills, including testing, documentation, training and adoption across multiple priorities.
Added 4 mins ago
A
Labeling Specialist
Actalent
Carlsbad, CA
- $25 to $32 USD / hour
…services and a ClearlyRated Best of Staffing® winner for both client and talent…
Added 4 mins ago
Leasing Consultant (Lease-Up) - Chorus Asheville
Greystar Management Services, LLC
Asheville, NC
…founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit…
Added 6 mins ago
Associate Banker, 30 Hours, Wayne, PA - Devon Square Branch
JPMC page
Wayne, PA
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 6 mins ago
Associate Relationship Banker - Sun Prairie Branch - Sun Prairie, WI
JPMC page
Sun Prairie, WI
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial…
Added 6 mins ago
Branch Operations Lead - Yuma West Branch- Yuma, AZ
JPMC page
Yuma, AZ
Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any…
Added 6 mins ago
Client/Lab Associate - Oncology I
Quest Diagnostics
Lewisville, TX
Client/Lab Associate - Oncology I - Lewisville, TX, Tuesday to Saturday, 8:00 AM to 4:30 PM
Added 6 mins ago
Health System Services Associate I
Quest Diagnostics
Lewisville, TX
Health System Services Associate I - Lewisville, TX, Tuesday to Saturday, 8:00 AM to 5:00 PM
Added 8 mins ago
87000 COLOR & CURL CONCIERGE
CosmoProf
United States
In addition to daily sales associate responsibilities, the CCC/CCS maximizes sales by:
Added 8 mins ago
Senior Consumer Engagement Professional
Go365, LLC
Remote, United States
4+ years of related wellness, healthcare, loyalty, or consumer- facing service experience
Added 9 mins ago
Registered Nurse (RN), Pain Clinic, Salt Lake City, UT
Vighter Management Group Llc
Salt Lake City, UT
…that they are expected to share externally with every Vighter client and…
Added 12 mins ago
Printing Associate
ABC Imaging
Houston, TX
As a Printing Associate at ABC Imaging, you will serve as the primary point of contact for clients, ensuring their printing, production, and graphic communication needs are handled with…

Lead-Advisor

Financial Advisor’s Assistant

Stamford, CT, United States

$55,000 to $65,000 USD / year

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Job details

Pay: $55,000 to $65,000 USD / year
Apply by: Jan 3, 2027
Posting language: English
Posted: Nov 4, 2026

Original job description

General Responsibilities

The Sales Support Associate role is instrumental in integrating insurance, investment & planning services into our advisor's practices. You will support sales efforts by preparing essential materials, facilitating client onboarding, and managing account servicing, thereby improving operational efficiency.

Responsibilities:

Planning, Sales, and Service Support · Conduct weekly one-on-one meetings with all Financial Representatives supported

INVESTMENT SERVICES SUPPORT

· Prepare, or collaborate with others, to develop an integrated package for Financial Representatives to deliver to their clients as part of a pre-sale package · Proposal and Case Preparation o Deliver comprehensive pre-sale kits including investment reports, account opening forms, and strategy proposals to support client investment solutions.

· Onboarding and Funding o Manage and streamline client onboarding, account openings, and funding instructions to enable efficient client service.

· Account Servicing:

o Handle asset movements, account maintenance, and trading requests promptly, ensuring seamless client experience. o Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests

INSURANCE SERVICES SUPPORT

· Compile detailed client review/meeting kits which includes all materials needed for the approach, close, delivery and client review · Prepare, or collaborate with others, to develop consistent, high quality life stage appropriate plans for every Financial Representative subscribing to the support team · Set and adhere to standards such as services offered, pricing, turnaround times and quality. · Participate in Development Team meetings to disseminate and gather information for the betterment of the reps and the office · Maintain compliant electronic client files, complaint files and check and order logs · Manage underwriting process which includes providing, or collaborating with others to provide: o Pre-filling applications o Pre-checking applications for completeness and accuracy o Submitting applications o Scheduling requirements and medical exams o Monitoring of the Daily Status Report (DSR) and take action on cases needing attention o Process, or collaborate with others to complete risk product service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc. o Prepare and manage client communications o Other projects as assigned by Director of Operations

Education and Industry Experience · Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals; including counseling representatives on a variety of proactive approaches and solutions · Strong customer relationship and customer service skills · Strong analytical, problem solving, written and verbal communication skills, with the ability to work well with others · Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment · Committed to professional development (e.g. licensing, registration, designations)

Qualifications

· Preferred: Series 6 and Series 63 or Series 7 and Series 63 (Required within 1 year after hire) · One to three years of securities industry experience preferred. · Degree in finance preferred · Demonstrated computer experience required. Minimum 40-50 wpm · Strong organizational and time management skills with ability to set priorities and meet deadlines · Ability to work with a high degree of accuracy in handling detailed work · Excellent communication skills (verbal and written) with the ability to collaborate effectively with others · Above average math and data entry skills · Ability to multi-task and prioritize · Ability to adapt to change, and identify process improvements

Location: In Stamford office Salary: 55-65k base

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