Financial Services Associate

Position OverviewSalary: The Client Service Associate plays a crucial role in enhancing client satisfaction and supporting the financial advisor in the development of their practice and client connections. This position is essential for maintaining a well-organized and efficient office environment. The Client Service Associate acts as a bridge between the...

About the RoleCetera Financial Group is seeking a highly skilled and experienced Senior Accountant to join our team. As a key member of our accounting group, you will play a critical role in supporting various aspects of our monthly close and financial reporting processes.Key ResponsibilitiesParticipate in the monthly closing process, including journal...

Job DescriptionJob DescriptionJob DescriptionThe Client Services Associate supports multiple financial advisors and provides a high level of client service, administration, and operations support to clients. The Client Services Associate is instrumental in ensuring the smooth operation of a fast-paced financial/investment services office with multiple...

Key Responsibilities:Participate in the monthly financial reporting process, including journal entries, financial statement preparation, and related variance analysis.Evaluate balance sheet schedules, prepare, and review balance sheet reconciliations, addressing any reconciling items.Collaborate with the accounting team to ensure accurate and timely...

Job DescriptionJob DescriptionSalary: The Associate Financial Representative (AFR) specializes in client service and supporting the financial representative as they focus on building their practice and client relationships. An AFR also ensures the continuation of an efficient, effective and organized office. This individual is a liaison between the network...

Job DescriptionJob DescriptionSalary: The Associate Financial Representative (AFR) specializes in client service and supporting the financial representative as they focus on building their practice and client relationships. An AFR also ensures the continuation of an efficient, effective and organized office. This individual is a liaison between the network...

Kickstart your new career with this dynamic organization! Dahl Consulting is currently partnering with a leading company in the financial services industry. We work one-on-one with great candidates to help connect them with local employment opportunities. This company is hiring a Financial Services Associate for a contract position! Interested? Get more...

Kickstart your new career with this dynamic organization! Dahl Consulting is currently partnering with a leading company in the financial services industry. We work one-on-one with great candidates to help connect them with local employment opportunities. This company is hiring a Financial Services Associate for a contract position! Interested? Get more...

Kickstart your new career with this dynamic organization! Dahl Consulting is currently partnering with a leading company in the financial services industry. We work one-on-one with great candidates to help connect them with local employment opportunities. This company is hiring a Financial Services Associate for a contract position! Interested? Get more...

About the RoleWe are seeking a skilled Financial Trader to join our team at Cetera Financial Group. As a Financial Trader, you will be responsible for executing trade orders for various investment products, including stocks, bonds, and mutual funds.Key ResponsibilitiesExecute trade orders for stocks, bonds, mutual funds, and other investment products.Provide...

About the RoleWe are seeking a skilled Financial Trader to join our team at Cetera Financial Group. As a Financial Trader, you will be responsible for executing trade orders for stocks, bonds, mutual funds, and other investment products.Key ResponsibilitiesExecute trade orders for various investment products in a timely and efficient manner.Provide trading...

About CeteraCetera is a leading provider of financial services, dedicated to delivering exceptional results to our clients. Our team of experts is committed to helping individuals and businesses achieve their financial goals.Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be...

About the RoleWe are seeking a highly skilled and detail-oriented Client Services Representative to join our team at Cetera Financial Group. As a key member of our team, you will play a critical role in supporting our Financial Advisors with their day-to-day operations, enhancing the customer service level, and experience.Key ResponsibilitiesAct as a liaison...

Embark on a rewarding career journey with Dahl Consulting as we collaborate with a prominent player in the financial services sector. We specialize in connecting exceptional candidates with local job opportunities. Currently, we are seeking a Financial Services Associate for a contract role. Below are the details of this opportunity.Contract Duration: 6+...

**Job Summary**As a Client Service Associate at Stifel Financial, you will play a vital role in supporting our Financial Advisors in the opening and maintenance of client accounts and records. This position requires a high level of administrative support, including:Assisting with client onboarding and account setupProviding exceptional customer service and...

Exciting Career Opportunity: Are you seeking a fulfilling part-time role with attractive compensation in the insurance sector? Consider becoming an Agent Team Member at Ann Werning - State Farm Agent.Key Responsibilities:Perform needs-based assessments to inform clients about various insurance solutions.Exhibit a strong dedication to achieving results and...

Customer Service Associate We are looking for a part-time (every other Saturday) Customer Service Associate with outstanding interpersonal skills and a positive demeanor. This role involves answering incoming calls, assessing the nature of inquiries, and guiding callers to the appropriate personnel. Additionally, the position requires basic financial...

Job DescriptionJob DescriptionJob Title: Customer Service AssociateWho we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with...

Job SummaryWe are seeking a highly skilled and motivated Financial Services Representative to join our team at TruStone Financial Credit Union. As a key member of our branch staff, you will be responsible for providing exceptional customer service, promoting financial products and services, and contributing to the overall success of our organization.Key...

About Rockefeller Capital ManagementRockefeller Capital Management, founded in 2018, stands as a premier independent financial advisory firm. With roots tracing back to 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and corporations...