Do you love making a difference in a professional financial services environment? Are you focused on delivering outstanding client service as part of a team focused on excellence? Are you an experienced financial services associate looking to use your securities licenses to help support a growing financial planning practice? If so – we want to talk to you!
Established and independent fee-based financial planning/wealth management firm seeks a LICENSED CLIENT SERVICE ASSOCIATE to join our nationally respected team. Candidates with a commitment to accuracy, service and personal integrity will join a great environment and become instrumental in our future growth. We offer a strong focus on the best interest of our clients, competitive pay, mentorship, a convenient location, great insurance, retirement benefits, and an excellent opportunity to develop as a professional.
Responsibilities:
- Process trades, checks, wires, journals, ACH transfers
- Research and answer client questions related to investment account activity, balances, and other miscellaneous requests
- Assist in the client onboarding process and ongoing data maintenance by collecting and organizing client information and documents
- Serve as the first point of contact with clients on day-to-day and operational matters
- Coordinate information requests for investments and other business activities
- Maintain client files and records and consistently update CRM system with any activity (RJ CRM and Salesforce)
- Create new accounts, coordinate communications, and track receipt of paperwork (financial management agreements, letters of authorization, account paperwork, tax documents, and returns, etc.)
- Schedule client appointments and help with meeting preparation and documentation
- Assist in the completion of reports as needed
Qualifications
- Bachelor’s Degree or equivalent experience
- Series 7 and 63 licenses
- Customer-service oriented
- Proficient in Microsoft Office
- 2 years minimum experience in financial services
Essential Traits:
- Strong focus on accuracy and attention to detail
- Strong organizational skills
- Maintain extreme confidentiality in dealing with client matters
- Show initiative and desire to provide a high level of client service
- Proactively anticipate issues and resolve problems
- Team player that enjoys helping people
Carter Financial Management
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Crew Call: Various Positions for ULB TV Movie
Job Description:
An ultra-low-budget (ULB) TV movie is seeking dedicated crew members for a 13-day shoot in the metro Atlanta/Marietta, GA area. This is a local hire or work-as-local opportunity, with no lodging or travel provided. We’re looking for passionate professionals ready to bring their expertise to a collaborative environment.
Open Positions:
- Coordinator
- Production Designer & Props
- Costume Designer
- Sound Mixer
- 1st & 2nd Assistant Directors (AD)
- Gaffer & Key Grip
- 1st & 2nd Assistant Camera (AC)
- Hair & Makeup Artists
- Production Assistants (PAs)
Job Responsibilities:
- Collaborate with the production team to execute a high-quality TV movie within budget constraints.
- Deliver professional and efficient work in your designated department.
- Maintain a positive and adaptable attitude on set.
- Follow the production schedule and meet all deadlines.
Requirements:
- Previous experience in your respective role is highly preferred.
- Must be local to the metro Atlanta/Marietta area or willing to work as a local.
- Reliable transportation to and from set.
- Strong work ethic, attention to detail, and a team-oriented mindset.
Compensation Details:
- Ultra-low-budget rates in accordance with ULB guidelines. Specific rates will be provided upon offer.