Financial Center Client Service Representative

Financial Center Client Service Representative Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving...

Job Description:At Bank of America, we aim to enhance financial lives through connections. Our Responsible Growth strategy drives success in client satisfaction, teammate experience, and community involvement.We prioritize a diverse and inclusive work environment, hiring individuals with various backgrounds and experiences. We invest in our teammates'...

Job Overview:As a Financial Center Client Service Representative at Bank of America, you will play a vital role in driving Responsible Growth and enhancing clients' financial lives. Your focus will be on delivering exceptional client experiences and expanding business knowledge and networks.Primary Responsibilities:- Execute the bank's risk culture and...

Client Services / Sales Support Associate (Marlton, NJ)Harriett Financial Group is seeking a motivated and team-oriented individual to join our energetic financial planning practice.The role will require on-site work in our Marlton, NJ location.The primary role of the Client Services Associate is to ensure that our clients receive prompt and professional...

Areas of Interest: Banking Center Management; Branch Business Banking; Business Banking Credit; Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2024 Bonus Type Discretionary Summary Are you looking to join a company where people truly care about making a difference? BOK Financial is committed...

Financial RepresentativeMount Joy, PABuild trust with clients through professional competency and empathyProvide service, financial guidance, and product salesFocus and serve our clients by fostering relationships with existing Everence clientsAcquire & maintain knowledge of all Everence products & services and refer new business opportunities...

We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management and retirement plan practice in our Houston, TX Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions and we are looking for people with the drive,...

Are you looking to start a career? Do you want a six-figure income with unlimited growth potential? At The Mitchell Agency, we believe only you should have control of how much you earn and how far you take your career.The Financial Service Representative is responsible for direct management and oversite of individual's field performance, including new...

Client Service RepresentativeAre you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm, Slagle Financial, in...

Company Description Five Rings Financial, LLC is a company focused on educating Middle Americans in personal finance. We believe that understanding the fundamentals of personal finance is the key to making your money work for you. We offer safe money strategies to help individuals protect their savings, prepare for retirement, and overcome financial...

Financial Services Representative/Financial Advisor The Moody Street Group, LLC, a General Agency, of the Companies of OneAmerica®, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help...

Job DetailsLevel ExperiencedJob Location Livermore 8 - Livermore, CAPosition Type Full Time -Salary Range $22.00 - $23.00 Hourly Description Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place,...

Cetera Financial Group is currently seeking a Service Professional for our company’s office located in El Segundo, CA. This is a unique opportunity to join our team to provide customer service to our clients. What you will do:As a Service Professional at Cetera Financial Institutions, you will be responsible for creating Raving fans by delivering excellent...

Keel Point is seeking an experienced Client Service Representative (CSR) to join our existing team in Huntsville, AL. Keel Point serves a wide variety of clients with the highest levels of financial fiduciary excellence. The CSR works closely with a group of advisors to deliver outstanding client service and assists with account management, financial...

VXI is looking for highly motivated and qualified Customer Service Representatives to work full-time on-site in our world-class contact center in Charlotte, NC.As a Customer Service Representative, you will be responsible for providing exceptional customer service to clients related to card services and deposits. You will be the first point of contact for...

Job Overview - Client Service Representative (Hybrid): Become part of our client’s Boston, MA team as a Client Service Representative. In this temporary role, you will manage assigned client relationships with a focus on fund accounting, administration, and custody, ensuring proactive solutions and high client satisfaction. Compensation: $24/hourLocation:...

VXI is looking for highly motivated and qualified Customer Service Representatives to work full-time on-site in our world-class contact center in Charlotte, NC.As a Customer Service Representative, you will be responsible for providing exceptional customer service to clients related to card services and deposits. You will be the first point of contact for...

VXI is looking for highly motivated and qualified Customer Service Representatives to work full-time on-site in our world-class contact center in Charlotte, NC.As a Customer Service Representative, you will be responsible for providing exceptional customer service to clients related to card services and deposits. You will be the first point of contact for...

Guardant Health is a leading precision oncology company focused on helping conquer cancer globally through the use of its proprietary tests, vast data sets, and advanced analytics. The Guardant Health oncology platform leverages capabilities to drive commercial adoption, improve patient clinical outcomes, and lower healthcare costs across all stages of the...

Description Take Control of Your Future as a Financial Planning Consultant with PHP Financial Services! Are you a self-motivated go-getter ready to build a career that gives you freedom , financial rewards , and the chance to truly make a difference ? PHP Financial Services is looking for driven individuals just like you to join our growing team as...