Financial Services Assistant

Job DescriptionJob DescriptionWe are a rapidly growing Registered Investment Advisory (RIA)/Financial Services Firm located in Williamsville, NY.  We are excited to have the opportunity to add a new Financial Services Assistant to our successful team!  You will be responsible for assisting our clients with the following:Responsibilities Include:* Handling...

About Equitable ServicesEquitable Services is a leading provider of financial solutions, dedicated to helping individuals and businesses achieve their long-term goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial strategies to meet the unique needs of our clients.Job SummaryWe...

Job DescriptionJob DescriptionRecent demographic, economic, and global trends have created enormous opportunities for Financial Services Representatives.Financial growth. Personal satisfaction. Opportunity to advance. Control, flexibility and work life blending.This career can offer many benefits, advantages and rewards that many jobs simply cannot...

Job Description Financial Advisor Who we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio...

Job SummaryThe Financial Services Advisor is responsible for advising and assisting current and prospective students with all aspects of financial aid. This includes accurately and efficiently advising, packaging, and awarding students their financial aid.Key ResponsibilitiesCounsel prospective students and/or parents regarding financial aid.Counsel and...

Job SummaryThe Assistant Director of Financial Aid will oversee the financial aid office in the absence of the Director. This role requires providing information and direction to prospective and current students, parents, and alumni on resources of financial aid, application procedures, aid eligibility, and assisting the Director of Financial Aid and other...

Job SummaryWe are seeking a highly skilled Financial Clearance Specialist to join our team at Erie County Medical Center. As a key member of our Transplant and Renal Services team, you will be responsible for providing accurate and professional financial clearance to patients seeking transplant and renal services.Key ResponsibilitiesProcess new referrals for...

Job SummaryThe Assistant Director of Financial Aid will oversee the financial aid office in the absence of the Director, providing guidance and support to students, parents, and alumni on financial aid resources, application procedures, and eligibility. This role requires a strong understanding of federal, state, and campus-based financial aid regulations,...

Financial Services Professional - Hybrid Experience Location: Buffalo, NY, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...

About Citizens Financial Group, Inc.Citizens Financial Group, Inc. is a leading provider of investment services, dedicated to helping clients achieve their long-term financial goals. Our team of experts is passionate about delivering exceptional service and guidance to individuals and businesses seeking to grow their wealth.Key Responsibilities:Assist in the...

Job DescriptionJob DescriptionGENERAL SUMMARYServes as a Service Manager in the Credit Union branch setting. The primary responsibility is to provide excellent service by demonstrating the principals of SouthPoint Financial Credit Union and adhering to the vision of “Empowering People to Enhance Lives”. This position must also support and embody the core...

Job SummaryWe are seeking a highly motivated and results-driven Collections Specialist to join our team at American Coradius International LLC. As a key member of our financial services team, you will be responsible for utilizing various recovery strategies and methodologies to contact consumers and negotiate payment within federal, state, and client...

Job Title: Assurance Manager - Registered FundsPosition Overview:We are currently seeking a highly skilled and motivated Assurance Manager specializing in Registered Funds to join our dynamic team at Emerald Resource Group. This requisition is driven by a strategic business need and backfilling requirements. As an Assurance Manager, you will be instrumental...

Job SummaryAs a Financial Consultant at RightWorks Staffing, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow...

Position OverviewOrganization Profile: Spectrum Health & Human Services is dedicated to partnering with individuals and families as they navigate their journey towards recovery from various behavioral, emotional, and mental health challenges. We provide tailored and impactful opportunities that foster hope, empowerment, and support, enabling our clients to...

About the RoleWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key ResponsibilitiesEngage...

About the RoleFreed Maxick CPAs P C is seeking a skilled Healthcare Accounting Financial Consultant to join our team. As a key member of our Healthcare Consulting Practice, you will provide analysis and reporting on multiple consulting projects in the areas of finance and operations.Key ResponsibilitiesBusiness Analysis: Utilize a comprehensive approach to...

Your OpportunityAt Charles Schwab, you are empowered to shape your career. Here, innovative thinking meets creative problem-solving, allowing us to challenge the norm and transform the finance sector together.The branch team at Schwab is central to our commitment to assist clients in taking charge of their financial futures. In this dynamic role, you will...

Audit Senior Opportunity at GPACGPAC, a leading search firm specializing in placing quality professionals, is seeking an experienced Audit Senior to join our team. As an Audit Senior, you will play a crucial role in providing audit compliance and consulting services to our diverse client base.Key Responsibilities:Develop a deep understanding of clients'...

Job DescriptionJob DescriptionCertainly! Here’s a sample job posting for a B2B Customer Service Specialist:Job Title: B2B Customer Service SpecialistLocation: RemoteCompany: Project Blue Financial ConsultingAbout Us: At Project Blue Financial Consulting, we pride ourselves on delivering exceptional service and innovative solutions to our B2B clients. As a...