Wealth Management Specialist jobs in Columbia, SC

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Order Management Specialist
  • Palmetto State Armory L
  • West Columbia, SC FULL_TIME
  • JOB PURPOSE

     

    The Order Management Specialist’s primary responsibilities are to oversee the day-to-day operations of PSA’s Distribution team as it relates to customer service and order integrity. This individual must document and track all internal picking and shipment related errors.  The information will be used to drive corrective actions and continuous improvement activities in effort to eliminate future occurrences.  This individual would be responsible for driving individual and department goals set by the Distribution Center Manager. The responsibilities includes coaching employees, driving the desired performance and behaviors that would enhance customer satisfaction, incentive programs, and promote operational success.

     

    DUTIES AND RESPONSIBILITIES

     

    • Record and track internal and external errors that cause detractors to our customer’s experience.
    • Handle and expedite request while also maintaining the highest degree of courtesy and professionalism.
    • Oversee the resource allocation and processes used to keep the “Bulk DC” bin clean at the close of shift.
    • Work with Receiving management to ensure proper use of the “DWCH” bin for aging orders.
    • Communicate and follow up on integration issues between Deposco and Netsuite when there is sufficient inventory to fulfill aging orders in Deposco
    • Act as liaison between Customer Service, Dealer Sales and other areas to assist in sequencing and processing request.
    • Source product from retail locations when inventory issues are prohibiting the shipment of aged orders.
    • Execute the backorder report for internet orders twice weekly and issue refunds when sufficient inventory cannot be located in 24 hours.
    • Execute the backorder report for Drop Ship orders twice weekly and issue refunds for the PSA components when inventory cannot be sourced within 24 hours.
    • Review the Mfg. backorder report daily to ensure timely receipt and processing of respective orders. Communicate daily with Receiving to prioritize. 
    • Motivate and drive behavior through setting examples of character and work ethic.
    • Work closely with “Put Back” and the returns department to ensure the physical movement and systemic transactions of product align with warehouse locations.
    • Learn true Drop Ship order flow and provide backup assistance in that area during peak periods.
    • Ensure adherence to Standard Operating Procedures (SOPs)
    • Lead and assist with resolving problems pertaining to order related issues.
    • All other duties, as assigned.

     

    QUALIFICATIONS

     

    Required Qualifications include:

    • Associate degree or higher equivalent experience
    • 3 years customer service or order management experience
    • Must be able to maintain confidentiality.
    • Excellent written, oral communication, and organization skills.
    • Time Management skills
    • Able to handle high stress situations calmly and with tact and professionalism.
    • Strong people skills with the ability to motivate and promote teamwork and a good working environment.
    • Ability to work on multiple task/assignments concurrently. 
    • Must be resourceful, dependable, detail oriented, and adapt quickly to change.

     

    Preferred Qualifications include:

    • Bachelor’s degree
    • Inventory experience (WMS environment) 
    • Prior leadership experience (managing task, prioritization)
    • Manufacturing experience (emphasis on process and workorder completions)
    • Warehouse experience (receiving, picking, pack and shipping operations)

     

    WORKING CONDITIONS

     

    While performing the duties of this position, the employee is subject to a typical office and warehouse/distribution environment, including heavy PC and phone usage.  Most work is performed in an open office environment but frequent requirements to be in the distribution center may persist. There are periods in which the incumbent will search the warehouse for parts needed to fulfill an order.  Specific job assignments may require flexible working hours. Overtime may be required based on workload. Additional training may be required based on business needs.

     

    PHYSICAL REQUIREMENTS

     

    Heavy PC and moderate phone usage. Sitting for long periods of time. Occasionally lifts from floor to waist up to 10 pounds, carries up to 10 pounds and walks or stands.

     

    DIRECT REPORTS

     

    None at the present time  

     

    Must be at least 18 years of age.

  • 1 Month Ago

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Supplier Management Specialist
  • NEPHRON SC INC
  • West Columbia, SC FULL_TIME
  • Description Corporate StatementNephron Pharmaceuticals Corporation is a privately-owned global leader in the manufacturing of generic drug products, over-the-counter (OTC) drug products and medical de...
  • 3 Months Ago

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Referral Management Specialist - Orangeburg
  • MUSC
  • Orangeburg, SC FULL_TIME
  • Job Description Summary Job Description Summary Under general supervision, the Referral Management Specialist I serves as the initial point of contact for individuals and referring physicians seeking ...
  • 26 Days Ago

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Referral Management Specialist
  • MUSC
  • Lugoff, SC FULL_TIME
  • Job Description SummaryMUSC Community Physicians (MCP) is an entity within the Medical University of South Carolina that provides healthcare to patients within the rural health network throughout the ...
  • 1 Day Ago

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Leasing Specialist
  • Southeast Asset Management Services LLC
  • West Columbia, SC FULL_TIME
  • Meeting potential renters and guiding them on tours of available units Following up on leads for potential renters Performing background checks, credit checks and other responsibilities to see if pros...
  • 6 Days Ago

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Prior Authorization Specialist/Scheduler
  • Palmetto Pain Management, LLC
  • Columbia, SC FULL_TIME
  • Full time role as a prior authorization specialist/procedure scheduler. Essential Functions Receive information from providers in a courteous and positive manner obtaining all necessary information re...
  • 1 Month Ago

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0 Wealth Management Specialist jobs found in Columbia, SC area

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Insurance Agent
  • Dorr Agency
  • Columbia, SC
  • Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
  • 4/19/2024 12:00:00 AM

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Vocational Case Manager
  • Enlyte
  • Columbia, SC
  • Company Overview The Enlyte Family of Businesses Mitchell | Genex | Coventry Enlyte is the parent brand of Mitchell, Gen...
  • 4/19/2024 12:00:00 AM

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Billing Specialist
  • Hub International
  • Columbia, SC
  • ABOUT HUB INTERNATIONAL: HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits bro...
  • 4/19/2024 12:00:00 AM

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Remote - Life Coach
  • Life Balance Transition
  • Columbia, SC
  • "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
  • 4/18/2024 12:00:00 AM

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Remote - Talent Acquisition Consultant
  • Life Balance Transition
  • Columbia, SC
  • "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
  • 4/18/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Columbia, SC
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/16/2024 12:00:00 AM

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General Dentist - Columbia, South Carolina
  • Family Dental Care of Spring Valley
  • Columbia, SC
  • General Dentist- Columbia, SC Up to $200,000 total compensation package Family Dental Care of Spring Valley is looking f...
  • 4/2/2024 12:00:00 AM

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General Dentist - Columbia, SC
  • Rice Creek Family Dentistry
  • Columbia, SC
  • General Dentist- Columbia SC Brand New Office Relocation! NEW GRADS WELCOME Rice Creek Family Dentistry is looking to ad...
  • 4/1/2024 12:00:00 AM

One of Columbia's more prominent geographical features is its fall line, the boundary between the upland Piedmont region and the Atlantic Coastal Plain, across which rivers drop as falls or rapids. Columbia grew up at the fall line of the Congaree River, which is formed by the convergence of the Broad River and the Saluda River. The Congaree was the farthest inland point of river navigation. The energy of falling water also powered Columbia's early mills. The city has capitalized on this location which includes three rivers by christening itself "The Columbia Riverbanks Region". Columbia is lo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$69,106 to $110,381
Columbia, South Carolina area prices
were up 1.5% from a year ago

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