Client Services Director jobs in Jamestown, NY

Client Services Director directs and oversees the implementation operations of an organization. Oversees a team responsible for installing and deploying technical systems, software, hardware, or solutions. Being an Client Services Director implements policies and creates procedures to ensure consistency and high-quality work. Ensures that the timelines, planning, scoping, and cost estimates support successful projects that meet the needs of the client organization. Additionally, Client Services Director tracks implementation timeliness and client issues and develops solutions to implementation problems or challenges. Develops team skills and expertise with coaching and training activities. Requires a bachelor's degree in area of technical specialty. Typically reports to senior management. The Client Services Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be an Client Services Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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Registered Client Associate
  • D13 Wells Fargo Clearing Services, LLC
  • Oakhurst, NJ FULL_TIME
  • About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients Establish and service client accounts, prepare forms, research account inquiries and/or issues May also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships When applicable, acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review Required Qualifications: 2 years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration Desired Qualifications: Brokerage client support experience Administrative support experience in financial services Experience interacting directly with customers Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills Client service focus with the ability to listen to customer needs and recommend solutions Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment Job Expectations: US Only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply Additional requirements include meeting enhanced financial fitness and criminal background standards Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required Compliance with state law registration and licensing requirements is mandatory This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. This position is not eligible for Visa sponsorship. Posting Location: 1600 Highway 35, Oakhurst, NJ 07755 Posting End Date: 2 May 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune’s 2023 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.
  • 9 Days Ago

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Director of Environmental Services
  • Rouse Estate
  • Youngsville, PA FULL_TIME
  • About the Rouse: The Rouse Estate is located on 600 acres in beautiful northwest Pennsylvania in Youngsville, PA, a short drive from neighboring communities of Warren, Corry and Titusville, PA and Jam...
  • 14 Days Ago

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Director of Clinical Services
  • Rouse Estate
  • Youngsville, PA FULL_TIME
  • About the Suites at Rouse: The Rouse Estate is located on 600 acres in beautiful northwest Pennsylvania in Youngsville, PA, a short drive from neighboring communities of Warren, Corry and Titusville, ...
  • 20 Days Ago

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Director of Social Services
  • Personal Healthcare Management LLC
  • Dunkirk, NY FULL_TIME
  • We offer the Following: Premium Compensation Great Benefits Package Fun, Family-Like Team, and Atmosphere! Work in a Beautifully Remodeled Office Professional Growth & Stability Innovative Training Pr...
  • 8 Days Ago

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Director of Social Services
  • Pointe Healthcare
  • Oil, PA FULL_TIME
  • Now Hiring - Director of Social Services! UNDER NEW OWNERSHIP! Competitive Salaries PTO Health/Dental/Vision Insurance 401K Friendly Atmosphere Duties and Responsibilities: Maintaining and/or improvin...
  • 1 Month Ago

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Director of Social Services
  • Dunkirk Rehabilitation and Nursing Center
  • Dunkirk, NY FULL_TIME
  • We offer the Following: Premium Compensation Great Benefits Package Fun, Family-Like Team, and Atmosphere! Work in a Beautifully Remodeled Office Professional Growth & Stability Innovative Training Pr...
  • 26 Days Ago

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0 Client Services Director jobs found in Jamestown, NY area

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Contract/Commercial Sales Consultant
  • Furnitureland South, Inc
  • Jamestown, NY
  • ** Contract/Commercial Sales Consultant** **Job Category****:** Contract Sales Rep **Requisition Number****:** CONTR0012...
  • 4/24/2024 12:00:00 AM

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PRN Caregiver PCA Weekly Pay
  • LHC New
  • Salamanca, NY
  • Summary We are hiring Certified PCA and HHA Caregivers to work 1:1 patient care in their homes in the Salamanca, NY area...
  • 4/24/2024 12:00:00 AM

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Clinic Medical Director MD/DO
  • Valor Healthcare
  • Jamestown, NY
  • About Us Valor Healthcare operates over 50 VA Community Based Outpatient Clinics (CBOCs) in the United States as a contr...
  • 4/23/2024 12:00:00 AM

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Shelter Advocate
  • The Salvation Army - Empire State Division Headquarters
  • Jamestown, NY
  • Job Description Job Description SCOPE AND PURPOSE OF POSITION: The Shelter Advocate position exists to assist the Shelte...
  • 4/23/2024 12:00:00 AM

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KITCHEN ASSISTANT
  • Chautauqua Opportunities, Inc.
  • Jamestown, NY
  • Job Type Part-time Description Position Data: Title: Kitchen Assistant Grade: E3 Exempt Non-Exempt X Reports to: Center ...
  • 4/22/2024 12:00:00 AM

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Family Resource Specialist
  • The Salvation Army Eastern Territory
  • Jamestown, NY
  • Overview: Seeking a Full Time Family Resource Specialist on our Jamestown Anew Center Team Our Full Time opportunities o...
  • 4/20/2024 12:00:00 AM

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Caregiver PCA Weekly Pay
  • LHC New
  • Jamestown, NY
  • Summary We are hiring Certified PCA and HHA Caregivers to work 1:1 patient care in client homes in the Jamestown, NY are...
  • 4/20/2024 12:00:00 AM

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Clinic Medical Director MD/DO
  • Valor Healthcare
  • Jamestown, NY
  • About Us Valor Healthcare operates over 50 VA Community Based Outpatient Clinics (CBOCs) in the United States as a contr...
  • 4/20/2024 12:00:00 AM

Jamestown is a city in southern Chautauqua County, New York, United States. The population was 31,146 at the 2010 census and was estimated at 29,591 in 2017. Situated between Lake Erie to the northwest and the Allegheny National Forest to the south, Jamestown is the largest population center in the county. Nearby Chautauqua Lake is a freshwater resource used by fishermen, boaters and naturalists. Notable people from Jamestown include comedian Lucille Ball, U.S. Supreme Court justice and Nuremberg chief prosecutor Robert H. Jackson, naturalist Roger Tory Peterson, singer Natalie Merchant, and N...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Director jobs
$173,469 to $256,283
Jamestown, New York area prices
were up 1.5% from a year ago

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