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gpac
Cedar Park, TX, United States
Job Description Job Description Make your mark by growing our commercial service department. We are seeking an Account Manager - HVAC Service who will act as a technical sales expert developing and maintaining customer relationships, selling preventative maintenance contracts, and providing recommendations for service and repair work for HVAC sys
Job Source: gpacExtra Space
Austin, TX, United States
**Customer Service Specialist** **Job Description** As a **Customer Service Specialist**, you will have the opportunity to be part of a diverse team with excellent company culture. Extra Space Storage was listed in the**Top 100 Best Places to Work for in 2020 on Glassdoor** . We are the **fastest-growing** storage company with over 2,000 locations
Job Source: Extra SpaceValvoline Instant Oil Change
Pflugerville, TX, United States
What You'll Do: As an entry-level lube technician (aka auto technician), you will help keep our guests safe on the road by providing top-tier customer service while performing preventative maintenance services for their vehicles. Through our award-winning training program, you will learn to change oil, check and refill fluids, rotate tires, test a
Job Source: Valvoline Instant Oil ChangeCity of Austin
Austin, TX, United States
Minimum Qualifications Education and/or Equivalent Experience: Graduation from an accredited high school or equivalent, plus four (4) years relevant work experience. Experience may substitute for education up to the maximum of four (4) years. Licenses or Certifications: Class C Driver License. If required by position: Valid Commercial Driver Lic
Job Source: City of AustinWork At Home Job Source
Austin, TX, United States
Remote Banking Call Center Agent Work at Home Job Source ( https://www.workathomejobsource.com/ ) is now in search of a Remote Banking Call Center Agent to work in the U.S. only. JOB TYPE: Full-time; Weekends as needed. Day shift. Monday-Friday. MUST be a U.S. citizen. RESPONSIBILITIES: Handle customer service inquiries and problems associa
Job Source: Work At Home Job SourceMidas Consulting
Austin, TX, United States
Service Desk Specialist Location: Austin TX Client: Tencent Pay rate: $38/hr. on w2. Job Description: We are seeking a Service Desk Specialist to help us grow our IT and software development environment. The Service Desk Specialist 's typical day will include providing the 1st line of technical support for our local offices as well as our world
Job Source: Midas ConsultingSolomon Page
Austin, TX, United States
Solomon Page has partnered with a national corporation in the Mortgage industry. Our client is seeking a seasonal Customer Service Specialist to join their team starting in July.This role will begin in office and move to hybrid after training. Therefore, the candidate must be local to Austin. The perfect candidate will have mortgage industry experi
Job Source: Solomon PagePurple Communications, Inc.
Austin, TX, United States
** Position Description** **Service Delivery Specialist** Location **Austin, TX HQ** Requisition Type **Full Time** **Service Delivery Specialist** **Summary**: This position will be responsible for supporting the general efforts of the Service Delivery team with a focus on order fulfillment, product configuration, shipping
Job Source: Purple Communications, Inc.Austin, TX, United States
ABOUT US:
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
The Account Specialist I reports to a Supervisor in Account Services. The primary responsibility of this position is to establish and maintain a wide variety of account and product types, focusing on non-advisory and Advisory brokerage accounts. The employee will utilize various tools to efficiently and accurately establish and maintain client accounts while providing high-quality service to our advisors and their staff.
Essential Duties and Responsibilities:
To perform this job successfully, the individual must be able to perform each essential duty satisfactorily:
Enter new account data into AdvisorComplete for existing and transitioning firms.
Review for completeness of new accounts entered in AdvisorComplete by the field.
Answer questions regarding paperwork requirements and the status of new accounts and transfers.
Contact representative's offices when paperwork is not in good order (NIGO).
Initiate incoming transfers and direct rollovers.
Forward outgoing transfer paperwork to the appropriate recipient (NFS, Cashiering, or Trading).
Work with Sales Supervision to resolve paperwork issues.
Add, remove, or update special account features (check writing, margin, periodic IRA distributions).
Convert accounts from managed to non-managed or non-managed to managed.
Establish Periodic Investment Plans for transitioning firms (PIP).
Process name change & SSN corrections.
Where needed, update address and suitability information on client accounts in AdvisorComplete and FBSI.
Organize client files in Laserfiche so that we have complete client records.
Update account status for terminated reps.
Handle account closures in a timely manner.
Educate representatives and their assistants on how to use AdvisorComplete.
Other duties and projects as assigned by the manager.
Commitment to culture requires a demonstration of prevention, advocacy, and integrity to empower advisor success.
Knowledge, Skills, and/or Abilities: To perform this job successfully, the individual must perform each essential duty satisfactorily. The individual should have the following skills and abilities: Support department efforts 24-hour processing standards (e.g., cross-train in other areas as asked by manager/supervisor).
Proficiency with Microsoft Office products, including Word, Excel, Outlook, and PowerPoint.
Employees must be able to operate office equipment, such as fax machines, copiers, and multi-line telephone systems.
Must be detail-oriented with excellent customer service skills and the ability to multi-task.
Must be capable of gaining industry-related knowledge and Reading, analyzing, and reconciling financial reports.
The individual must possess strong analytical, problem solving, communication skills (verbal and written).
May be required to work overtime as necessary due to heavier volumes (especially in December, March, and April).
Must maintain a positive attitude.
Education and/or Experience: High School graduate or equivalent.
A college degree or equivalent industry-related experience is preferred.
Financial services industry experience required.
INTERNAL APPLICANT POLICY:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
Email Alert for Account Services Specialist jobs in Austin, TX, United States
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