Financial Services Representative
6 days ago
A financial services client is looking to bring on a contract to hire Client Services Representative in Anchorage, Alaska. This is a client facing, onsite position that will support financial advisors with administrative duties and tasks.
Duties Include:
- Support financial advisors with their clients, book of business and daily tasks
- Engage with clients through in-person meetings and phone communication
- Draft and compile written materials, presentations, and reports
- Monitor and address tasks with set deadlines
- Manage incoming calls and record thorough, precise messages
- Organize and maintain files and documentation
What We Are Looking For:
- At least 1 year of experience doing administrative and sales support preferred
- Someone with very strong customer service skills both in person and via phone/email
- Strong understanding of general office procedures and equipment (including multi-line phones, FAX, computers, and keyboard skills)
- Proficient in Microsoft Office Suite
- Professional appearance and conduct required
- Positive, proactive attitude with the ability to prioritize, manage multiple tasks, and meet deadlines
- Interest in financial services would be ideal
- FINRA Series 7 and 66 licenses would be ideal
Hourly rate of $20-30, if not licensed.
-
Financial Service Representative
5 days ago
Anchorage, Alaska, United States Momentum Financial Services Group Full timeAt Momentum Financial Services Group, we're committed to delivering exceptional customer experiences through our retail locations in local communities and cities across the United States.OverviewMomentum Financial Services Group is a top financial services provider in North America, operating over 400 retail locations under the Money Mart and The Check...
-
anchorage, United States Cypress HCM Full timeA financial services client is looking to bring on a contract to hire Client Services Representative in Anchorage, Alaska. This is a client facing, onsite position that will support financial advisors with administrative duties and tasks.Duties Include: Support financial advisors with their clients, book of business and daily tasksEngage with clients through...
-
Financial Services Specialist
5 days ago
Anchorage, United States Gainwell Technologies - HMS Holdings Corporation Full timeHMS is hiring Financial Services Representatives to support our Alaska account. These representatives will perform cash management/processing functions related to Alaska Medicaid. Supports the financial services business process team in delivering ef Financial, Specialist, Account, Service, Skills, Retail, Healthcare
-
Sales and Service Representative
1 week ago
Anchorage, Alaska, United States Cash America Full time**About Our Team**Cash America is a leading provider of financial services, and we are committed to delivering exceptional customer experiences through our team of dedicated professionals. As a Sales and Service Representative, you will play a critical role in helping us achieve this goal.Job Description:Customer Engagement:** Develop strong relationships...
-
Prospective Financial Services Specialist
4 days ago
Anchorage, Alaska, United States Edward Jones Full timeCompany OverviewAs a financial services firm, we value our clients and associates. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.We partner for positive impact to improve the lives of our clients and colleagues, and...
-
Customer Service Representative
7 months ago
Anchorage, United States Buy Any Coin LLC Full timeONLINE CUSTOMER SERVICE REPRESENTATIVE STARTUP SEEKING DYNAMIC, HIGHLY ORGANIZED SALES REPRESENTATIVE TO INTERFACE WITH CUSTOMERS IN AN ONLINE COMMODITIES MARKETPLACE. THE RIGHT APPLICANT WILL HAVE THREE OR MORE YEARS EXPERIENCE WITH TELEMARKETING, ONLINE RETAIL, ONLINE INVENTORY, ONLINE PRODUCT MANAGEMENT, VIRTUAL CUSTOMER HELP DESK, HAVE EXCELLENT BUSINESS...
-
Customer Service Representative
17 hours ago
Anchorage, United States Buyanycoin Full timeONLINE CUSTOMER SERVICE REPRESENTATIVESTARTUP SEEKING DYNAMIC, HIGHLY ORGANIZED SALES REPRESENTATIVE TO INTERFACE WITH CUSTOMERS IN AN ONLINE COMMODITIES MARKETPLACE. THE RIGHT APPLICANT WILL HAVE THREE OR MORE YEARS EXPERIENCE WITH TELEMARKETING, ONLINE RETAIL, ONLINE INVENTORY, ONLINE PRODUCT MANAGEMENT, VIRTUAL CUSTOMER HELP DESK, HAVE EXCELLENT BUSINESS...
-
Administrative Assistant to Financial Aid
1 month ago
Anchorage, United States Ilisagvik College Full timeREPORTS TO: Financial Aid Manager WORK SCHEDULE: Monday through Friday 8:30pm - 5:00pm COMPENSATION: $31.51/hour + DOE + Benefits, Non-Exempt Position CLOSING DATE: Until Filled Iḷisaġvik College is rooted in the ancestral homeland of the Iñupiat. As an institution, we are "Unapologetically Iñupiaq." This means exercising the sovereign inherent freedom...
-
Financial Services Relationship Specialist
1 week ago
Anchorage, Alaska, United States Edward Jones Full timeCompany Overview:Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Our purpose is to improve the lives of our clients, colleagues, and communities through a...
-
Senior Financial Services Professional
1 week ago
Anchorage, Alaska, United States WELLS FARGO BANK Full timeAbout UsWells Fargo is a leading financial services company that provides banking, insurance, investments, mortgage, and consumer and commercial finance through our four business lines: Consumer Banking, Wholesale Banking, Community Banking, and Wealth and Investment Management.We have more than 70 million customer accounts and $1.7 trillion in assets, with...
-
Customer Service Representative
1 week ago
Anchorage, Alaska, United States The Alaska Club Full timeThe Alaska Club is currently seeking a highly skilled and energetic Customer Service Representative to join our Member Support Team.
-
Financial Services Relationship Manager
1 week ago
Anchorage, United States WELLS FARGO BANK Full timeAt Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. This role offers a competitive salary and a robust benefits package to support your work-life balance and well-being. You will have opportunities to grow and be empowered to make a difference in the...
-
Customer Service Representative
4 weeks ago
Anchorage, United States Holiday Companies Full timeHoliday Stationstores - 285 Muldoon Road [Retail Associate / Team Member] As a Customer Service Representative at Holiday Stationstores, you'll: Provide prompt, courteous customer service; Ring up all sales on cash register properly and accurately, handling money, checks, and other types of payment received for products sold; Perform multi-function operation...
-
Financial Services Director
1 week ago
Anchorage, Alaska, United States Jobot Full timeAudit Manager Needed This esteemed CPA firm is seeking an accomplished Audit Manager. With its rich history of serving businesses and individuals, they offer a comprehensive range of financial services including audits, litigation support, business valuation, and taxation. Their diverse client base consists of large corporate entities and individual tax...
-
Customer Service Representative
17 hours ago
Anchorage, United States Classic Collision Full timeCustomer Service RepresentativeClassic Collision is now hiring a Customer Service Representative for our Anchorage locations. Classic Collision was established in 1983 in Atlanta, Georgia with one single goal: To offer quality service to its customers with integrity and honesty. Be a part of a rapidly growing company whose mission is to put safety, quality,...
-
Financial Services Specialist
1 week ago
Anchorage, Alaska, United States Charles Schwab Full timeExplore a career opportunity at Charles Schwab as a Financial Services Specialist, where you will play a critical role in delivering exceptional client experiences. About the RoleThis position involves working closely with clients to understand their needs and provide tailored solutions. As a Financial Services Specialist, you will have the opportunity to...
-
Customer Service Representative
7 months ago
Anchorage, United States Staff My Agency Full timeArt Dorsey - State Farm Agency, located in Anchorage, AK is currently looking for a talented, caring, professional to join our team as a Customer Service Representative. This position is focused on Customer Service for a well-established State Farm Agent. Insurance experience is not required as we will train the right person with the right skill set but you...
-
Client Service Representative, PET ER
1 month ago
Anchorage, United States Ethos Veterinary Health Full timeVeterinary Medical Care is an essential business, and PET Emergency Treatment is fully operational! We are looking for experienced Customer Service Representatives, who share our dedication to protecting our clients, staff, patients, and community. At PET Emergency Treatment, in beautiful Anchorage, Alaska, we are dedicated to providing the highest quality...
-
Administrative Coordinator
1 week ago
Anchorage, Alaska, United States ENSTAR Natural Gas Company, LLC Full timeAbout ENSTARENSTAR Natural Gas Company, LLC is a leading provider of natural gas services in Alaska. We are committed to delivering safe and reliable energy solutions to our customers.At ENSTAR, we value our employees and strive to create a positive work environment that fosters growth and development.Job SummaryWe are seeking an experienced Administrative...
-
Customer Service Representative
1 week ago
Anchorage, Alaska, United States The Alaska Club Full timeJob DescriptionWe are seeking an energetic and multi-talented individual to join our Member Support Team as a Customer Service Representative.This role involves interacting with customers, addressing their concerns, and providing assistance in a friendly and professional manner.You will be responsible for answering phone calls, responding to emails, and...