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With over 2500 employees in offices across the country from clinical to support staff - we are united in our mission to create happy, healthy smiles through providing high quality dental care to underserved families in a fun, compassionate environment. Join in morning huddles (hey, you can even run one!), plan your day and let your team know how much you appreciate them, highlight great examples of customer focus, collaboration, meeting goals, etc.

Overview: Work for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do! With over 2500 employees in offices across the country from clinical to support staff - we are united in our mission to create happy, healthy smiles through providing high quality dental care to underserved families in a fun, compassionate environment. Are you ready to join us in creating our next million smiles? We have JUST the opportunity for you. We are actively seeking a Traveling Associate Dentist to join our growing team. Support our mission to provide excellent dental care in the community and help us create more smiles and memorable experiences for children and adults. Join a team that believes in teamwork and truly cares about their patients. Find your opportunity to make an impact: <ul><li> Take care of your community while participating in activities to promote a positive image of the company! </li><li> Join in morning huddles (hey, you can even run one!), plan your day and let your team know how much you appreciate them, highlight great examples of customer focus, collaboration, meeting goals, etc. </li><li> Love working with kids (they make up 70% or more of our patient base) </li></ul> Responsibilities: Associate Dentists are responsible for providing dental services to patients with the support of their team. Our practice has: <ul><li> DentaPro software </li><li> Digital x-ray and Panorex units </li><li> Fiber-optic handpieces </li><li> Yearly OSHA and HIPPA and Emergency Management training </li><li> Ratio of 1 hygienist, 1 hygiene assistant, 2 dental assistants per provider </li><li> Patient Base: primarily ages 3-21 and up to 30% adult population (depending upon location) </li><li> Office flow: average 10-12 operative patients and 20-25 hygiene patients </li><li> State insurance plans, PPO and out-of-network payor mix </li></ul> ***This opportunity provides growth and development through mentoring and collaboration*** What we offer: <ul><li> Guaranteed base pay of $800/day with uncapped earning potential </li><li> Sign on bonus: up to $20,000 </li><li> Student loan repayment assistance of $1,000/month </li><li> Relocation Assistance: Up to $5,000 </li><li> No lab fees </li><li> FT providers are eligible to participate in Medical/Dental/Vision insurance plans, HSA/FSA </li><li> Short Term Disability/Long Term Disability and Basic Life Insurance plans are paid for by company </li><li> 401(k) Retirement Plan </li><li> Company paid malpractice insurance coverage </li><li> Paid holidays and time off </li><li> Continuing Education reimbursements </li><li> CE offered through ADA Accredited Continued Education Recognition Program (C.E.R.P) </li><li> Reimbursements for associated licenses, certifications, and professional dues such as ADA and/or AAPD memberships </li><li> Multiple schedule options to help maintain a healthy work/life balance </li><li> VISA and Green Card sponsorship available </li></ul> Qualifications: We expect you to have: <ul><li> DDS/DMD from a dental education program accredited by the Commission on Dental Accreditation </li><li> Current, valid license to practice dentistry in states where providing care or eligible for licensure </li><li> Other certifications as required - CPR, DEA, etc. </li><li> Nitrous Oxide certification (only LA, MS, DC, TX, MA) </li><li> Compassion and a strong desire to provide dental care to both children and adults </li><li> Willing and able to travel to the following locations: <ul><li> 3824 Mechanicsville Turnpike, Richmond, VA 23222 </li><li> 400 Southpark Blvd, Colonial Heights, VA 23834 </li></ul></li></ul> We value teamwork, mutual respect, and cooperation. We do not practice unlawful discrimination, including harassment or tolerate it in our workplace. What do we mean by discrimination? We mean that we do not discriminate on the basis of race, color, creed, religion, sex, national origin, age, citizenship, disability, sexual orientation or any other characteristic protected by federal, state, or local law.

Spencer Dental & Braces - a Benevis company

Traveling Associate Dentist

Ada Programming Language

CPR Certification

Clinical Support

Customer Relations

Dental Insurance

Dentistry

Emergency Management

Flexible Spending Accounts

HIPAA (Health Insurance Portability and Accountability Act)

Insurance

Legal

Mentoring

OSHA

Patient Care

Preferred Provider Organization (PPO)

Radiography

Safety/Work Safety

Student Loans

Team Player

United States Drug Enforcement Agency (DEA)

Vision Plan

Willing to Travel

Easy Hiring FTP

OTHER

FEED

Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, Trust Point Inc. of La Crosse, WI. is looking to hire a full-time Associate Relationship Manager to join our Wealth Management team. This position requires excellent communications and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.

EXPERIENCE OUR CULTURE! JOIN OUR TEAM!Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, Trust Point Inc.  of La Crosse, WI. is looking to hire a full-time Associate Relationship Manager to join our Wealth Management team. We are looking for an individual that will use their passion for finance, investments, and planning to build impactful, trustworthy and long-lasting relationships with their clients. We offer a complete line of benefits including, health, dental, life, long-term disability, paid holidays and paid vacation. In addition, we also offer a very generous 401k and profit-sharing plan. ABOUT TRUST POINT INC.For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals. Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year.Learn more about our culture here: <a href="https://youtu.be/ZG1TcYa80CE?si=WhGy3RDQuHNgiUnh" rel="nofollow">Trust Point Culture Video</a>Trust Point also supports ongoing learning through employer-paid certifications and relevant education.  A DAY IN THE LIFE OF AN ASSOCIATE RELATIONSHIP MANAGER<ul><li style="line-height:115%">Serve as a primary client contact, delivering timely information, managing inquiries, preparing reports, and ensuring accurate account administration and documentation. </li><li style="line-height:115%">Coordinate proactive client engagement, including call programs, review meetings, senior leadership touchpoints, and event invitations.</li><li style="line-height:115%">Analyze client data to identify service opportunities and process improvements. </li><li style="line-height:115%"> Build and maintain strong client relationships and collaborate with their external advisors (attorneys, accountants, consultants) to support client objectives. </li><li style="line-height:115%"> Partner with internal teams across compliance, operations, and investments to ensure seamless client service. </li><li style="line-height:115%">Represent the firm through industry networking, business forums, and community involvement to strengthen market presence. </li><li style="line-height:115%">Engage in ongoing professional development, maintaining certifications and expanding trust and investment knowledge through training, seminars, and conferences</li></ul>Requirements:<ul><li style="line-height:normal">4 Year degree Business, Accounting, or Finance Preferred</li><li style="line-height:normal">2-3 years in client-facing roles, account management, or financial services Years work experience in relevant business environment</li><li style="line-height:normal">Excellent communication (written/verbal), negotiation, problem-solving, organization, and relationship building skills</li></ul>This position requires excellent communications and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.WORK SCHEDULEThis is a full-time hybrid position working Monday-Friday, 8am-5pm.Trust Point is proud to be an equal opportunity workplace.We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.  Job Posted by ApplicantPro

Trust Point Inc.

Associate Relationship Manager

Accounting

Bookkeeping

Business Intelligence

Communication Skills

Conferences

Customer Support/Service

Customer/Client Research

Data Analysis

Develop and Maintain Customers

Documentation

Finance

Financial Services

Interpersonal Skills

Leadership

Negotiation Skills

Presentation/Verbal Skills

Problem Solving Skills

Process Improvement

Relationship Management

Reporting Skills

Sales Management

Seminars

Team Building

Time Management

Wealth Management

Writing Skills

Talent Acquisition

What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Why Stifel:
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing:
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered candidates preferred.

What We're Looking For:
<ul><li>Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.</li><li>Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.</li><li>Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.</li><li>Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).</li><li>Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.</li><li>Provide reports and other information to FA(s), as requested.</li><li>Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.</li><li>Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.</li></ul>

What You'll Bring:
<ul><li>Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.</li><li>Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.</li><li>Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.</li><li>Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.</li><li>Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.</li><li>Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.</li></ul>

Education & Experience:
<ul><li>Minimum Required: High School Diploma or equivalent</li><li>Minimum Required: 2 years clerical/related industry</li></ul>

Licenses & Credentials:
<ul><li>Minimum Required: Willing to obtain licenses</li></ul>

Systems & Technology:
<ul><li>Proficient in Microsoft Excel, Word, PowerPoint, Outlook</li></ul>

About Stifel:
Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

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Accounting Associate Jobs in La Crosse, WI

Traveling Associate Dentist Spencer Dental & Braces - a Benevis company

Associate Relationship Manager Trust Point Inc.

Client Service Associate - NR Stifel

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