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United States
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Leesburg
18 jobs found
18.11.2025
BOA

Bank Of America Relationship Manager United States, Virginia, Leesburg

Limitless High-tech career opportunities - Expoint
Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction. Attends...
Description:

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.


This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

  • Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction

  • Attends client review meetings to assist with relationship deepening conversations

  • Executes on the team service model, including engaging with specialists/partners to address client's needs

  • Manages aspects of the client relationship process, including client onboarding and resolving escalations

  • Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy

  • Identify and own the client onboarding process

  • Document client interactions and provide team with time sensitive updates Execute on team service model

  • Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy

  • Engage specialists/partners to address client's needs

  • Identify and own the client off boarding process

  • Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Salesforce, and track all actions/activities to ensure highest level of client service

  • Monitor and report on client satisfaction and manage the resolution of client escalations

Role Requirements

  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support

  • SAFE ACT Registration

  • Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)

  • Maintain at least one firm approved designation

  • Possess and demonstrate strong communication skills

  • Ability to lead through collaboration and influence without direct authority

  • Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once

  • Thorough knowledge and understanding of the suite of Wealth Management products and services

  • Proven ability to manage risk and support sound decisions

  • Ability to research escalated client issues for response/resolution

Skills:

  • Account Management
  • Business Acumen
  • Client Management
  • Client Solutions Advisory
  • Portfolio Management
  • Referral Identification
  • Referral Management
  • Relationship Building
  • Administrative Services
  • Client Investments Management
  • Customer Service Management
  • Process Simplification

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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14.10.2025
A

Amazon Data Center Facility Operations Manager Communities United States, Virginia, Leesburg

Limitless High-tech career opportunities - Expoint
Key job responsibilities Effectively and efficiently manage the operations budget and expenditures. Act as an escalation point for all facilities related issues. Oversee operation and management of routine and emergency...
Description:
Description


Key job responsibilities- Effectively and efficiently manage the operations budget and expenditures.- Act as an escalation point for all facilities-related issues. Oversee operation and management of routine and emergency services on a variety of critical systems such as: switchgear, generators, UPS systems, power distribution equipment, chillers, cooling towers, computer room air handlers, building monitoring systems, etc.
- Utilize root cause analysis and troubleshooting/problem solving skills
- Respond to out-of-hours emergency calls.- May assist in the build out of new facilities and assist in projects to increase current facility efficiency
- Utilize Microsoft Excel, Word, Outlook and other basic administrative tools to perform day to day tasksPhysical Requirements:- Participate in group lifts for 40+ pounds
- Maintain balance and perform construction tasks while on a ladder
- Regularly walk, use hands and fingers, handle or feel, reach with hands and arms, stoop, kneel, crouch or crawl, climb stairs, twist, bend, work above shoulders, grasp, carry, push and pull objects into position
- Work in an environment requiring provided ear protectionA day in the life
You’ll join a diverse team of software, hardware, and network engineers, supply chain specialists, security experts, operations managers, and other vital roles. You’ll collaborate with people across AWS to help us deliver the highest standards for safety and security while providing seemingly infinite capacity at the lowest possible cost for our customers. And you’ll experience an inclusive culture that welcomes bold ideas and empowers you to own them to completion.
Diverse Experiences
AWS values diverse experiences. Even if you do not meet all of the qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn’t followed a traditional path, or includes alternative experiences, don’t let it stop you from applying.
Mentorship & Career Growth
We’re continuously raising our performance bar as we strive to become Earth’s Best Employer. That’s why you’ll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.Work/Life Balance

Basic Qualifications

- High school or equivalent diploma
- 4+ years of experience in a management position with 5 or more direct reports
- 5+ years of relevant work experience in a data center or other mission critical environment with knowledge in UPS, Generators, HVAC, Evaporators and other critical infrastructure OR 7+ years of Technical (Military/Trade School) training and/or experience


Preferred Qualifications

- Master's degree or above in Electrical Engineering, Mechanical Engineering, or a related field
- 5+ years of experience in a management position with 5 or more direct reports
- 7+ years of experience working in a data center or other mission critical environment with an emphasis on building and equipment operation
- An excellent understanding of the electrical and mechanical systems involved in critical data center operations including systems such as feeders, transformers, generators, switchgear, UPS systems, ATS units, PDU units, chillers, pumps, air handling units, and CRAHU units
- Strong verbal and written communication skills, technical writing or business justifications (white paper experience)

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13.10.2025
A

Amazon Data Center Facility Operations Manager United States, Virginia, Leesburg

Limitless High-tech career opportunities - Expoint
Key job responsibilities Effectively and efficiently manage the operations budget and expenditures. Act as an escalation point for all facilities related issues. Oversee operation and management of routine and emergency...
Description:
Description


Key job responsibilities- Effectively and efficiently manage the operations budget and expenditures.- Act as an escalation point for all facilities-related issues. Oversee operation and management of routine and emergency services on a variety of critical systems such as: switchgear, generators, UPS systems, power distribution equipment, chillers, cooling towers, computer room air handlers, building monitoring systems, etc.
- Utilize root cause analysis and troubleshooting/problem solving skills
- Respond to out-of-hours emergency calls.- May assist in the build out of new facilities and assist in projects to increase current facility efficiency
- Utilize Microsoft Excel, Word, Outlook and other basic administrative tools to perform day to day tasksPhysical Requirements:- Participate in group lifts for 40+ pounds
- Maintain balance and perform construction tasks while on a ladder
- Regularly walk, use hands and fingers, handle or feel, reach with hands and arms, stoop, kneel, crouch or crawl, climb stairs, twist, bend, work above shoulders, grasp, carry, push and pull objects into position
- Work in an environment requiring provided ear protectionA day in the lifeYou’ll join a diverse team of software, hardware, and network engineers, supply chain specialists, security experts, operations managers, and other vital roles. You’ll collaborate with people across AWS to help us deliver the highest standards for safety and security while providing seemingly infinite capacity at the lowest possible cost for our customers. And you’ll experience an inclusive culture that welcomes bold ideas and empowers you to own them to completion.
Diverse Experiences
AWS values diverse experiences. Even if you do not meet all of the qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn’t followed a traditional path, or includes alternative experiences, don’t let it stop you from applying.
Mentorship & Career Growth
We’re continuously raising our performance bar as we strive to become Earth’s Best Employer. That’s why you’ll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.Work/Life Balance

Basic Qualifications

- 2+ years of people management and team development experience
- 5+ years of engineering work managing large-scale services experience
- Experience in people management and team development
- Experience in engineering work, managing large-scale services
- Experience maintaining SLAs through the implementation of proactive issue detection and reporting
- Experience operating a mission-critical team or product
- High school or equivalent


Preferred Qualifications

- 3+ years of work in a management position with 5 or more direct reports experience
- 5+ years of work in data centers with an emphasis on building and equipment operation experience
- Bachelor's degree in Electrical Engineering, Mechanical Engineering, or a related field
- Knowledge of the electrical and mechanical systems involved in critical data center operations including systems such as feeders, transformers, generators, switchgear, UPS systems, ATS units, PDU units, chillers, pumps, air handling units, and CRAC units
- Experience in a management position with 5 or more direct reports
- Experience working in data centers with an emphasis on building and equipment operation

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12.10.2025
A

Amazon Data Center Chief Engineer DCC Communities United States, Virginia, Leesburg

Limitless High-tech career opportunities - Expoint
Key job responsibilities Act as the primary escalation point for all facilities related issues. Oversee operation and management of routine and emergency services on a variety of critical systems such...
Description:
Description

Key job responsibilities
- Act as the primary escalation point for all facilities-related issues. Oversee operation and management of routine and emergency services on a variety of critical systems such as: switchgear, generators, UPS systems, power distribution equipment, chillers, cooling towers, computer room air handlers, building monitoring systems, etc.
- Perform root cause analysis of equipment failures, and troubleshooting of facility within internal Service Level Agreements (SLA).
- May assist in the build out of new facilities and assist in projects to increase current facility efficiency
- Working outside of normal business hours for routine maintenance as required, including responding to out-of-hours emergency calls.
- Communicate complex technical information to a non-technical audience.
- Establish building performance benchmarks, conduct analyses, and prepare reports on all aspects of the critical facility operations and maintenance.
- Utilize Microsoft Excel, Word, Outlook and other basic administrative tools to perform day to day tasksPhysical Requirements:- Regularly lift and/or move up to 39 pounds independently
- Participate in group lifts for 40+ pounds
- Maintain balance and perform construction tasks while on a ladder
- Regularly walk, use hands and fingers, handle or feel, reach with hands and arms, stoop, kneel, crouch or crawl, climb stairs, twist, bend, work above shoulders, grasp, carry, push and pull objects into position
- Work in an environment requiring provided ear protection
A day in the life
You’ll join a diverse team of software, hardware, and network engineers, supply chain specialists, security experts, operations managers, and other vital roles. You’ll collaborate with people across AWS to help us deliver the highest standards for safety and security while providing seemingly infinite capacity at the lowest possible cost for our customers. And you’ll experience an inclusive culture that welcomes bold ideas and empowers you to own them to completion.
Diverse Experiences
AWS values diverse experiences. Even if you do not meet all of the qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn’t followed a traditional path, or includes alternative experiences, don’t let it stop you from applying.
Mentorship & Career Growth
We’re continuously raising our performance bar as we strive to become Earth’s Best Employer. That’s why you’ll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.Work/Life Balance

Basic Qualifications

- Bachelor's degree in Electrical Engineering, Mechanical Engineering, or a related field
- Experience carrying new design concepts through exploration, development, and into deployment or mass production
- Experience in MS Excel, Word, and Windows Operating Systems
- Experience with power management and power monitoring systems


Preferred Qualifications

- 5+ years of project management in data centers or comparable critical infrastructure experience
- Knowledge of critical data center equipment
- Knowledge of engineering documentation, electrical diagrams and standard operating procedures
- Knowledge of building codes and regulations including Life Safety, BOCA, NFPA, NEC, or OSHA
- Experience in project management in data centers or comparable critical infrastructure
- Experience in Data Center Engineering Operations, with a deep understanding of electrical and mechanical data center infrastructure

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These jobs might be a good fit

20.09.2025
A

Amazon Data Center Engineering Operations Technician DCC Communitie... United States, Virginia, Leesburg

Limitless High-tech career opportunities - Expoint
Key job responsibilities Daily building rounds to monitor and record information from electrical, mechanical, and fire/life safety equipment to ensure 24/7 reliability and availability Monitor Building Management Systems (BMS) and...
Description:
Description

Key job responsibilities
- Daily building rounds to monitor and record information from electrical, mechanical, and fire/life safety equipment to ensure 24/7 reliability and availability
- Monitor Building Management Systems (BMS) and Electrical Power Management System (EPMS)
- Assist in troubleshooting of facility and rack-level events within internal Service Level Agreements (SLA)
- Perform rack installs and rack decommissioning within internal SLA
- Perform PM, troubleshooting, root cause analysis, and repair of electrical and mechanical equipment
- Technical writing to support change management program
- Monitor daily work requests and manage to resolution, and execute projects from conception to completion
- On-site support of contractors, sub-contractors and vendors, ensuring that all work performed is in accordance with established practices, procedures & local legislationPhysical Requirements:- Regularly lift and/or move up to 39 pounds independently
- Participate in group lifts for 40+ pounds
- Maintain balance and perform construction tasks while on a ladder
- Regularly walk, use hands and fingers, handle or feel, reach with hands and arms, stoop, kneel, crouch or crawl, climb stairs, twist, bend, work above shoulders, grasp, carry, push and pull objects into position
- Work in an environment requiring provided ear protectionA day in the lifeYou’ll join a diverse team of software, hardware, and network engineers, supply chain specialists, security experts, operations managers, and other vital roles. You’ll collaborate with people across AWS to help us deliver the highest standards for safety and security while providing seemingly infinite capacity at the lowest possible cost for our customers. And you’ll experience an inclusive culture that welcomes bold ideas and empowers you to own them to completion.
Diverse Experiences
AWS values diverse experiences. Even if you do not meet all of the qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn’t followed a traditional path, or includes alternative experiences, don’t let it stop you from applying.
Mentorship & Career Growth
We’re continuously raising our performance bar as we strive to become Earth’s Best Employer. That’s why you’ll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.Work/Life Balance

Basic Qualifications

- Technical (Military/Trade School) training or 2+ years of electrical or mechanical, HVAC, fire system experience in a mission-critical infrastructure or equivalent experience in a relevant industry (for example: electrical or mechanical) 2+ years of electrical or mechanical experience
- 2+ years’ experience with Microsoft Office products (including Excel, Word and PowerPoint)
- High school or equivalent diploma


Preferred Qualifications

- 4+ years of Data Center Engineering experience
- Associates or Bachelor’s Degree

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26.08.2025
WF

Wells Fargo Relationship Banker - Leesburg/Sterling United States, Virginia, Leesburg

Limitless High-tech career opportunities - Expoint
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a...
Description:

About this role:

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will:

  • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
  • Participate in building relationships with customers and spend time understanding required needs
  • Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
  • Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
  • Present recommendations for resolving inquiries and service requests regarding customers' accounts
  • Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
  • Provide information to internal partners and external sources to further enhance the customer experience
  • Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
  • Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
  • Provide self-service digital banking options to customers
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
  • 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
  • State Insurance license(s)
  • Customer service focus with experience handling transactions across multiple systems
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Strong verbal, written, and interpersonal communication skills
  • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
  • Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
  • Ability to make client calls and actively participate in the sales development process
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention
  • Ability to follow policies, procedures, and regulations
  • High motivation with ability to successfully meet team objectives while maintaining individual performance
  • Experience mentoring and peer- coaching
  • Experience assessing customer needs and recommending products/services to fulfill those needs
  • Experience using business acumen to provide financial services consultation to small business customers
  • Knowledge and understanding of financial services consumer lending products
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with customers and employees

Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • Adherence to Wells Fargo sales practices risk management culture
  • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
  • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
  • State Insurance license(s) are required for this role and must be completed within a specified period
  • Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
  • A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship

Cascades Overlook - 21361 Empicerie Plaza, Sterling, Va 20164

Leesburg - 30 Catocin Cr Ste A, Leesburg, Va 20175

Prosperity Centre - 701 E Market St Ste A, Leesburg, Va 20175

Village at Leesburg - 1616 Village Market Blvd, Leesburg, Va 20175

** Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting**

18 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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20.08.2025
JPM

JPMorgan Part Time Hours Associate Banker Okahumpka Branch Leesburg F... United States, Florida, Leesburg

Limitless High-tech career opportunities - Expoint
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting...
Description:
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 with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts – helping clients achieve their financial goals.
Job Responsibilities
  • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
  • Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
  • Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
  • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
  • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
  • Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
  • Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
  • Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
  • Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
  • Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
  • Ability to quickly and accurately learn products, services, and procedures.
  • Client service experience or comparable experience.
  • High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
  • Strong desire and ability to influence, educate, and connect customers to technology solutions.
  • Cash handling experience.
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These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction. Attends...
Description:

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.


This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

  • Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction

  • Attends client review meetings to assist with relationship deepening conversations

  • Executes on the team service model, including engaging with specialists/partners to address client's needs

  • Manages aspects of the client relationship process, including client onboarding and resolving escalations

  • Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy

  • Identify and own the client onboarding process

  • Document client interactions and provide team with time sensitive updates Execute on team service model

  • Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy

  • Engage specialists/partners to address client's needs

  • Identify and own the client off boarding process

  • Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Salesforce, and track all actions/activities to ensure highest level of client service

  • Monitor and report on client satisfaction and manage the resolution of client escalations

Role Requirements

  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support

  • SAFE ACT Registration

  • Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)

  • Maintain at least one firm approved designation

  • Possess and demonstrate strong communication skills

  • Ability to lead through collaboration and influence without direct authority

  • Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once

  • Thorough knowledge and understanding of the suite of Wealth Management products and services

  • Proven ability to manage risk and support sound decisions

  • Ability to research escalated client issues for response/resolution

Skills:

  • Account Management
  • Business Acumen
  • Client Management
  • Client Solutions Advisory
  • Portfolio Management
  • Referral Identification
  • Referral Management
  • Relationship Building
  • Administrative Services
  • Client Investments Management
  • Customer Service Management
  • Process Simplification

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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