Associate Financial Aid Director jobs in Fort Smith, AR

Associate Financial Aid Director assists in the operation of the financial aid program. Instructs students and parents on the application for loans or scholarships. Being an Associate Financial Aid Director maintains records of scholarships, grants, and other monetary assistance. Has knowledge of available private, state, and federal financial aid programs. Additionally, Associate Financial Aid Director typically requires a bachelor's degree. Typically reports to the Financial Aid Director. The Associate Financial Aid Director manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Extensive knowledge of department processes. To be an Associate Financial Aid Director typically requires 5 years experience in the related area as an individual contributor. 1 to 3 years supervisory experience may be required. (Copyright 2024 Salary.com)

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Client Service Associate-Fort Smith, AR
  • Raymond James Financial, Inc.
  • Fort Smith, AR FULL_TIME
  • Client Service Associate-Fort Smith, AR-2401420

    Description


    Job Summary

    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

    Essential Duties and Responsibilities
    • Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
    • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
    • With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
    • Opens new client accounts and researches client and security information using internal databases and other technologies.
    • For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
    • Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
    • Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
    • Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
    • Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
    • May enter orders at the direction of the Financial Advisor.
    • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
    • Performs other duties and responsibilities as assigned.


    Qualifications

    Knowledge, Skills, and Abilities

    Knowledge of
    • Company’s working structure, policies, mission, and strategies.
    • General office practices, procedures, and methods.
    • Investment concepts, practices and procedures used in the securities industry.
    • Financial markets, products and industry regulations.
    Skill in
    • Client Relationship Management (CRM) software, or similar contact management software.
    • Excel, including developing spreadsheets as needed and for ongoing reporting.
    • Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
    Ability to
    • Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
    • Analyze and research account information.
    • Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
    • Identify time sensitive items and assess competing priorities.
    • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
    • Handle stressful situations and provide a high level of customer service in a calm and professional manner.
    • Analyze problems and establish solutions in a fast paced environment.
    • Use mathematics sufficient to process account and transaction information.
    • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
    • Work both independently and as part of a cohesive team.
    • Provide a high level of customer service.
    Educational/Previous Experience Requirements
    Education/Previous Experience
    • High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred.
    • OR ~
    • An equivalent combination of experience, education, and/or training as approved by Human Resources.
    Licenses/Certifications
    • None required

    Raymond James Guiding Behaviors
    At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

    We expect our associates at all levels to:
    • Grow professionally and inspire others to do the same
    • Work with and through others to achieve desired outcomes
    • Make prompt, pragmatic choices and act with the client in mind
    • Take ownership and hold themselves and others accountable for delivering results that matter
    • Contribute to the continuous evolution of the firm
    At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    Job Administrative & Support Services
    Primary Location US-AR-Fort Smith-Fort Smith
    Organization Western
    Schedule Full-time
    Shift Day Job
    Travel No

    Salary Range: CO, CA, DC, HI, IL, NJ, NY, WA (based on Education, Work Experience, and Geographic Location) $55-$65k
    Eligible for Discretionary Bonus Yes
    #LI-DG1
  • 1 Day Ago

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ASSOCIATE DIRECTOR
  • Compass Group USA
  • Fort Smith, AR FULL_TIME
  • Position Title: ASSOCIATE DIRECTOR- FORT SMITH, AR Reports To: SR. DIRECTOR Salary: $65,000-$73,000, based on year of experience. Preferred Qualifications: CDM or willing to obtain and 3 years of food...
  • 14 Days Ago

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ASSOCIATE DIRECTOR
  • Compass Group Careers
  • Fort Smith, AR FULL_TIME
  • Morrison Healthcare Position Title: ASSOCIATE DIRECTOR- FORT SMITH, AR Reports To: SR. DIRECTOR Salary: $65,000-$73,000, based on year of experience. Preferred Qualifications: CDM or willing to obtain...
  • 14 Days Ago

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Financial Advisor
  • Cadence Bank
  • Fort Smith, AR FULL_TIME
  • DescriptionPosition: Financial Advisor Physical Location: 11 West 23rd Street, Suite A, Panama City, FL 32405 Reports To: Manager, Director, BancorpSouth Wealth Management Working Conditions: Normal, ...
  • 21 Days Ago

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Sales Representative - Remote
  • UniTrust Financial Group
  • Fort Smith, AR FULL_TIME
  • Sales Representative - Remote Company: InsuraTec Services Group Location: Remote About Us: InsuraTec Services Group is a leading provider of financial planning and insurance services. We are currently...
  • Just Posted

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Customer Service Sales Representative
  • UniTrust Financial Group
  • Fort Smith, AR FULL_TIME
  • Customer Service Sales Representative Location: Remote, Virtual, Work From Home Experience Level: Entry-Level (No Experience Required) InsuraTec Services Group is seeking self-motivated and client-foc...
  • 6 Days Ago

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0 Associate Financial Aid Director jobs found in Fort Smith, AR area

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Caregiver - Weekly Pay
  • LHC Group
  • Van Buren, AR
  • Summary We are hiring Caregivers/HHAs/PCAs to work one-on-one with our in-home patients in the Van Buren, AR area. * Loy...
  • 4/25/2024 12:00:00 AM

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Clinic Patient Access - Patient Service Agent, (Fort Smith)
  • Mercy
  • Fort Smith, AR
  • We're a Little Different Our mission is clear. We bring to life a healing ministry through our compassionate care and ex...
  • 4/25/2024 12:00:00 AM

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Financial Advisor
  • Prudential Financial
  • Fort Smith, AR
  • Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by ...
  • 4/25/2024 12:00:00 AM

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Assistant Branch Manager & Management Hire
  • Under Armour
  • Fort Smith, AR
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 4/24/2024 12:00:00 AM

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Assistant Branch Manager & Management Hire
  • Under Armour
  • Greenwood, AR
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 4/24/2024 12:00:00 AM

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Financial Advisor
  • Prudential Financial
  • Fort Smith, AR
  • Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by ...
  • 4/24/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Fort Smith, AR
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Caregiver - Weekly Pay
  • LHC New
  • Van Buren, AR
  • Summary We are hiring Caregivers/HHAs/PCAs to work one-on-one with our in-home patients in the Van Buren, AR area. Loyal...
  • 4/21/2024 12:00:00 AM

Fort Smith is the second-largest city in Arkansas and one of the two county seats of Sebastian County. As of the 2010 Census, the population was 86,209. With an estimated population of 88,037 in 2017, it is the principal city of the Fort Smith, Arkansas-Oklahoma Metropolitan Statistical Area, a region of 298,592 residents that encompasses the Arkansas counties of Crawford, Franklin, and Sebastian, and the Oklahoma counties of Le Flore and Sequoyah. Fort Smith has a sister city relationship with Cisterna, Italy, site of the World War II Battle of Cisterna, fought by United States Army Rangers c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Associate Financial Aid Director jobs
$50,526 to $71,422
Fort Smith, Arkansas area prices
were up 1.2% from a year ago

Associate Financial Aid Director in Lorain, OH
In the final analysis, about 35% of the incoming class will receive some kind of aid.
December 23, 2019
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The Associate Director of Financial Aid is a key leadership position within the Financial Aid Office, managing daily customer service operations, and coordinating activities to meet administrative financial aid needs of our students.
February 22, 2020
Associate Financial Aid Director in Longview, TX
The Associate Director will provide oversight and strategic direction for the Financial Aid Office processing operations.
January 02, 2020