Are you ready to join one of the fastest growing broker-dealer networks in financial services? (Cerulli Associates, 2020) At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.
We are looking for a Concierge Service Manager . This CSM role builds strong partnerships and provides excellent service with their assigned financial professionals, identifying needs-based service and training opportunities. Position provides support and guidance to internal and external clients according to published customer service standards. Communications/interactions with clients are conducted via telephone, WebEx, and email. Position is responsible for providing excellent customer service to clients by researching individual issues in a timely manner and following up as necessary.
This position may be performed at any of the following office locations:
Duties and Responsibilities:
Requirements:
Why work at Atria?
In addition to a competitive salary, we provide a full benefits package that includes:
Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.
Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with over $100 billion of assets under administration. For more information, please visit www.atriawealth.com.
Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time
It’s time for the next step in your career. Apply now.
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Location: Front Royal, VA
Experience: Mid Level, Management
American Income Life (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing clients with the best products and services available. This is an opportunity to get a foot in the door with a company unlike any other, with career mobility to mid and upper level management. A Benefit Representative helps families establish what company programs are the best fit for them. All of this is done while working from home over the phone and using tools like zoom video chats. This is a virtual position, and depending on your location there may be local offices open if you want to go in.
Why work for them? 1 word... CULTURE. I'm talking Instagram giveaways, Zoom happy hours, outrageous and funny virtual promotions and awards ceremonies. In fact it got them recognized as Forbes ranked "Top 25 happiest places to work". Apply today and see what they're all about. Responsibilities:American Income Life (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing clients with the best products and services available. This is an opportunity to get a foot in the door with a company unlike any other, with career mobility to mid and upper level management. A Benefit Representative helps families establish what company programs are the best fit for them. All of this is done while working from home over the phone and using tools like zoom video chats. This is a virtual position, and depending on your location there may be local offices open if you want to go in.
Why work for them? 1 word... CULTURE. I'm talking Instagram giveaways, Zoom happy hours, outrageous and funny virtual promotions and awards ceremonies. In fact it got them recognized as Forbes ranked "Top 25 happiest places to work". Apply today and see what they're all about. Responsibilities:American Income Life (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing clients with the best products and services available. This is an opportunity to get a foot in the door with a company unlike any other, with career mobility to mid and upper level management. A Benefit Representative helps families establish what company programs are the best fit for them. All of this is done while working from home over the phone and using tools like zoom video chats. This is a virtual position, and depending on your location there may be local offices open if you want to go in.
Why work for them? 1 word... CULTURE. I'm talking Instagram giveaways, Zoom happy hours, outrageous and funny virtual promotions and awards ceremonies. In fact it got them recognized as Forbes ranked "Top 25 happiest places to work". Apply today and see what they're all about. Responsibilities:American Income Life (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing clients with the best products and services available. This is an opportunity to get a foot in the door with a company unlike any other, with career mobility to mid and upper level management. A Benefit Representative helps families establish what company programs are the best fit for them. All of this is done while working from home over the phone and using tools like zoom video chats. This is a virtual position, and depending on your location there may be local offices open if you want to go in.
Why work for them? 1 word... CULTURE. I'm talking Instagram giveaways, Zoom happy hours, outrageous and funny virtual promotions and awards ceremonies. In fact it got them recognized as Forbes ranked "Top 25 happiest places to work". Apply today and see what they're all about. Responsibilities:American Income Life (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing clients with the best products and services available. This is an opportunity to get a foot in the door with a company unlike any other, with career mobility to mid and upper level management. A Benefit Representative helps families establish what company programs are the best fit for them. All of this is done while working from home over the phone and using tools like zoom video chats. This is a virtual position, and depending on your location there may be local offices open if you want to go in.
Why work for them? 1 word... CULTURE. I'm talking Instagram giveaways, Zoom happy hours, outrageous and funny virtual promotions and awards ceremonies. In fact it got them recognized as Forbes ranked "Top 25 happiest places to work". Apply today and see what they're all about. Responsibilities:American Income Life (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing clients with the best products and services available. This is an opportunity to get a foot in the door with a company unlike any other, with career mobility to mid and upper level management. A Benefit Representative helps families establish what company programs are the best fit for them. All of this is done while working from home over the phone and using tools like zoom video chats. This is a virtual position, and depending on your location there may be local offices open if you want to go in.
Why work for them? 1 word... CULTURE. I'm talking Instagram giveaways, Zoom happy hours, outrageous and funny virtual promotions and awards ceremonies. In fact it got them recognized as Forbes ranked "Top 25 happiest places to work". Apply today and see what they're all about. Responsibilities:American Income Life (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing clients with the best products and services available. This is an opportunity to get a foot in the door with a company unlike any other, with career mobility to mid and upper level management. A Benefit Representative helps families establish what company programs are the best fit for them. All of this is done while working from home over the phone and using tools like zoom video chats. This is a virtual position, and depending on your location there may be local offices open if you want to go in.
Why work for them? 1 word... CULTURE. I'm talking Instagram giveaways, Zoom happy hours, outrageous and funny virtual promotions and awards ceremonies. In fact it got them recognized as Forbes ranked "Top 25 happiest places to work". Apply today and see what they're all about. Responsibilities:American Income Life (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing clients with the best products and services available. This is an opportunity to get a foot in the door with a company unlike any other, with career mobility to mid and upper level management. A Benefit Representative helps families establish what company programs are the best fit for them. All of this is done while working from home over the phone and using tools like zoom video chats. This is a virtual position, and depending on your location there may be local offices open if you want to go in.
Why work for them? 1 word... CULTURE. I'm talking Instagram giveaways, Zoom happy hours, outrageous and funny virtual promotions and awards ceremonies. In fact it got them recognized as Forbes ranked "Top 25 happiest places to work". Apply today and see what they're all about. Responsibilities:American Income Life (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing clients with the best products and services available. This is an opportunity to get a foot in the door with a company unlike any other, with career mobility to mid and upper level management. A Benefit Representative helps families establish what company programs are the best fit for them. All of this is done while working from home over the phone and using tools like zoom video chats. This is a virtual position, and depending on your location there may be local offices open if you want to go in.
Why work for them? 1 word... CULTURE. I'm talking Instagram giveaways, Zoom happy hours, outrageous and funny virtual promotions and awards ceremonies. In fact it got them recognized as Forbes ranked "Top 25 happiest places to work". Apply today and see what they're all about. Responsibilities:American Income Life (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing clients with the best products and services available. This is an opportunity to get a foot in the door with a company unlike any other, with career mobility to mid and upper level management. A Benefit Representative helps families establish what company programs are the best fit for them. All of this is done while working from home over the phone and using tools like zoom video chats. This is a virtual position, and depending on your location there may be local offices open if you want to go in.
Why work for them? 1 word... CULTURE. I'm talking Instagram giveaways, Zoom happy hours, outrageous and funny virtual promotions and awards ceremonies. In fact it got them recognized as Forbes ranked "Top 25 happiest places to work". Apply today and see what they're all about. Responsibilities:American Income Life (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing clients with the best products and services available. This is an opportunity to get a foot in the door with a company unlike any other, with career mobility to mid and upper level management. A Benefit Representative helps families establish what company programs are the best fit for them. All of this is done while working from home over the phone and using tools like zoom video chats. This is a virtual position, and depending on your location there may be local offices open if you want to go in.
Why work for them? 1 word... CULTURE. I'm talking Instagram giveaways, Zoom happy hours, outrageous and funny virtual promotions and awards ceremonies. In fact it got them recognized as Forbes ranked "Top 25 happiest places to work". Apply today and see what they're all about. Responsibilities:American Income Life (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing clients with the best products and services available. This is an opportunity to get a foot in the door with a company unlike any other, with career mobility to mid and upper level management. A Benefit Representative helps families establish what company programs are the best fit for them. All of this is done while working from home over the phone and using tools like zoom video chats. This is a virtual position, and depending on your location there may be local offices open if you want to go in.
Why work for them? 1 word... CULTURE. I'm talking Instagram giveaways, Zoom happy hours, outrageous and funny virtual promotions and awards ceremonies. In fact it got them recognized as Forbes ranked "Top 25 happiest places to work". Apply today and see what they're all about. Responsibilities:Based on recent jobs postings on Zippia, the average salary in the U.S. for a Service Manager is $82,825 per year or $40 per hour. The highest paying Service Manager jobs have a salary over $124,000 per year while the lowest paying Service Manager jobs pay $54,000 per year
A general manager is responsible for handling the overall operations in the business. General managers manage the staff tasks efficiently, monitor the productivity and efficiency of the work environment, implement new strategies to improve the business performance, recognize the team's best efforts, and effective allocation of budget resources. A general manager must have excellent communication, decision-making, and critical-thinking skills to identify areas of improvement in handling customer complaints, connecting with vendors and other lines of businesses that will direct the company towards its successful objectives.
Operations managers are in charge of running the main business of the organization. They ensure that the business is running smoothly from an operations standpoint. They make sure that the processes in place produce the necessary output by implementing quality control measures. They also manage finances and ensure that there is enough budget to keep the operations of the business running. They also ensure that the production of goods or services is cost-efficient. Operations managers also handle people-related concerns. They are responsible for interviewing candidates, choosing the ones to hire, and ensuring that individuals assigned to operations are properly trained.
Sales managers are responsible for leading the organization's sales team. They oversee the progress and performance of the whole team, set area assignments to team members, and set weekly or monthly quotas. Sales managers oversee training team members during onboarding and providing further coaching to help them achieve their goals. They manage the challenges that team members may meet and help mitigate any problems that come along the way. Sales managers also set the strategic direction of the sales team and follow through by ensuring that the team's activities are in line with the goals.
Project managers oversee a specific project related to the organization's business. They manage the whole project from inception to evaluation. They initiate planning with involved departments, follow-through on the plans, ensure smooth execution of the plans, and evaluate the project for further improvements should these be needed. In line with this, project managers also ensure that the project is cost-efficient and well within the budget. They also manage the different work teams involved in the project and ensure that things are running smoothly on this aspect as well.
Office managers oversee the entire workplace. They maintain office processes and services to ensure that everything is running well. They manage office supplies by managing inventory and procurement procedures. They also device filing systems, create needed and relevant office policies, and ensure that all the policies are being followed. As a way to make sure that the office is in top shape, office managers supervise most of the logistical aspects inside the office. They also provide support to both management teams and the rest of the employees. They often act as the bridge between the two and would sometimes even assist in the training of new employees.
Yes, you can make $100,000 per year as a service manager. The chances of earning over $100k for a service manager are actually pretty good because the highest-paid service manager positions typically pay at least $124,000 per year. The average annual salary is $82,825 for service manager jobs. For example, service managers in New York whose salaries are in the 90th percentile earn an average salary of $172,000.