ColumbiaRecruiter Since 2001
the smart solution for Columbia jobs

Client Experience Ambassador

Company: Compass Investment Advisors, LLC
Location: Summerville
Posted on: June 26, 2019

Job Description:

Description - This is a dynamic position that encompasses a combination of direct client involvement and administrative tasks. Working under the guidance of the Managing Advisor and Operations Manager, your role will be to enhance the experience of our clients by offering exceptional service and providing operational and administrative support. This is a full time position with a competitive salary and benefits.Responsibilities & Permissible Associated Activities (not an exhaustive list):----------------Help advisor uncover client passions and interests----------------Greet clients who come in the office----------------Work with advisor to plan and coordinate client events----------------Create handwritten notes for clients----------------Help clients think about being generous----------------Help create content for social media related posts and newsletters----------------Be instrumental in developing The Art of WOW programMinimum Requirements----------------Must have friendly, professional demeanor----------------Excellent phone and meeting etiquette are essential----------------Must be willing to work independently with minimal supervision but also work as part of a team----------------Associates or Bachelors in Business or related field----------------Excellent organization and communication skills are requiredDesired Qualities----------------Natural networker successful in relationship building----------------Interested in making a personal impact in the community----------------Passionate about helping others achieve their financial goals----------------Highly motivated with entrepreneurial spirit----------------Driven by challengesBenefits & WagesWe pay a competitive base salary with potential for bonus incentives plus we will provide access to a benefits plan including health insurance, HSA, dental, vision and 401k.

Keywords: Compass Investment Advisors, LLC, Columbia , Client Experience Ambassador, Other , Summerville, South Carolina

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Portfolio Delivery Leader
Description: Job DescriptionAt Wells Fargo, we want to satisfy our customers financial needs and help them succeed financially. Were looking for talented people who will put our customers at the center of everything (more...)
Company: Wells Fargo
Location: Charlotte
Posted on: 07/23/2019

Patient Services Specialist - Carolina Neurological Clinic Ballantyne
Description: Job Req ID: 202470Position Number: 00163141Employment Type: Part TimeShift: DayShift Details: Mon - FriStandard Hours: 32.00Department Name: NeurologyLocation: CNC - BallantyneLocation Details: Carolina (more...)
Company: Atrium Health
Location: Charlotte
Posted on: 07/23/2019

Development Specialist in Charlotte, NC at Muscular Dystrophy Associat
Description: Job Description Position Description: The Development Specialist DS is a dynamic and creative front-line fundraiser responsible for securing and growing new income, developing relationships with major (more...)
Company: Muscular Dystrophy Association
Location: Charlotte
Posted on: 07/23/2019


Asset Records Specialist - Charlotte, NC
Description: More than a career - a chance to make a difference in people's lives. Build an exciting, rewarding career with us - help us make a difference for millions of people every day. Consider joining the Duke (more...)
Company: Duke Energy
Location: Charlotte
Posted on: 07/23/2019

Med Tech MT/MLT needed for Travel Contract
Description: Med Tech MT/MLT needed for Travel Contract in Charlotte, NC br br The Job br br ul br li Medical Technologist or Medical Lab Technologist
Company: Soliant Health
Location: Charlotte
Posted on: 07/23/2019

Climbing Arborist - Charlotte, NC
Description: Company Name: The Davey Tree Expert CompanyLocation: req city , req state Climbing Arborist Invest in your future. Join one of the largest employee owned companies in the nation Davey has a unique (more...)
Company: The Davey Tree Expert Company
Location: Charlotte
Posted on: 07/23/2019

Local CDL A Delivery Drivers - Home Daily!.
Description: Driver MUST HAVE 2 Years Verifiable Driving Experience, 1 Year Delivery Exp Preferred. 2,000 Sign On Bonus The Merchants Foodservice Route Delivery Drivers professionals are the backbone of our Company (more...)
Company: Merchants Foodservice - South Carolina
Location: Charlotte
Posted on: 07/23/2019

Delivery Associate (131076)
Description: Become a Delivery Associate for a contracted Amazon Delivery Service Partner DSP and work full or part-time weekdays, weekends, and some holidays Contracted Amazon Delivery Service Partners DSPs are (more...)
Company: A.S.A.P Transit LLC / ASAP
Location: Charlotte
Posted on: 07/23/2019

Provider Data Coordinator I
Description: Description: Position Purpose: Perform day to day functions to maintain appropriate databases
Company: Centene Coproration
Location: Charlotte
Posted on: 07/23/2019

Apps Systems Engineer 5 - BI Team Lead
Description: Job DescriptionAt Wells Fargo, we want to satisfy our customers financial needs and help them succeed financially. Were looking for talented people who will put our customers at the center of everything (more...)
Company: Wells Fargo
Location: Charlotte
Posted on: 07/23/2019

Log In or Create An Account

Get the latest South Carolina jobs by following @recnetSC on Twitter!

Columbia RSS job feeds