Current jobs related to Financial Services Professional - Columbus - Creative Financial Staffing


  • Columbus, Georgia, United States First Command Financial Services, Inc. Full time

    About First Command Financial Services, Inc.First Command Financial Services, Inc. is a leading provider of financial services to military families. With a commitment to helping military families achieve their financial goals, we are seeking a highly motivated and experienced Financial Advisor to join our team.Job SummaryWe are seeking a Financial Advisor to...


  • Columbus, Ohio, United States Creative Financial Staffing Full time

    About the OpportunityWe are partnering with a leading construction materials company to find a talented Senior Accountant to join their team.The Senior Accountant will work closely with the Finance Manager and the local accounting team to perform a variety of essential accounting tasks.Key ResponsibilitiesPerform monthly, quarterly, and annual account...


  • Columbus, Ohio, United States New York Life Insurance Company Full time

    Financial Services Career OpportunityWe are seeking a highly motivated and results-driven individual to join our team as a Financial Services Professional. As a Financial Services Professional, you will be responsible for implementing social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term...


  • Columbus, Ohio, United States New York Life Insurance Company Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life Insurance Company. As a Financial Services Professional, you will be responsible for implementing social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term...


  • Columbus, Ohio, United States Creative Financial Staffing Full time

    About the RoleWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a key role in assisting with various accounting tasks and responsibilities.Key ResponsibilitiesPerform monthly account reconciliations and assist with the overall monthly close process.Prepare financial...


  • Columbus, Ohio, United States PFS - Professional Financial Services Full time

    Customer Service RepresentativeWe are seeking a highly skilled and motivated Customer Service Representative to join our team at PFS - Professional Financial Services. As a Customer Service Representative, you will play a critical role in providing exceptional customer service and support to our clients.Key Responsibilities:Provide outstanding customer...


  • Columbus, Ohio, United States Capital Asset Management, Inc. Full time

    About the RoleCapital Asset Management, Inc. is seeking a highly skilled and experienced Financial Services Professional to join our team. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with...


  • Columbus, Ohio, United States New York Life Insurance Company - Columbus, OH Full time

    Job OverviewNew York Life Insurance Company is seeking a highly motivated and results-driven Financial Professional to join our team. As a Financial Professional, you will play a critical role in helping individuals and families achieve their financial goals by providing expert advice and guidance on a range of financial products and services.Key...


  • Columbus, Ohio, United States New York Life Insurance Company Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Professional to join our team at New York Life Insurance Company.Key ResponsibilitiesImplement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service...


  • Columbus, Ohio, United States New York Life Insurance Company - Columbus, OH Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Professional to join our team at New York Life Insurance Company. As a Financial Professional, you will have the opportunity to build a successful career in financial services, helping individuals and families achieve their financial goals.Key ResponsibilitiesDevelop and implement...


  • Columbus, Ohio, United States New York Life Insurance Company Full time

    About New York Life Insurance CompanyNew York Life Insurance Company is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.Our MissionWe are committed to providing our clients with the best possible service and support....


  • Columbus, Ohio, United States Boulo Solutions Full time

    Financial Client Service AssociateBoulo Solutions is seeking an experienced Financial Client Service Associate to join our client, a leading wealth management firm in Columbus, Ohio. The ideal candidate has a proven track record of delivering exceptional client service and has experience in financial client services.Key Responsibilities:Onboard new clients...


  • Columbus, Ohio, United States Creative Financial Staffing Full time

    Financial Operations ManagerAbout Creative Financial Staffing We are seeking a highly skilled and experienced Financial Operations Manager to join our team at Creative Financial Staffing. This role will offer a challenging and rewarding opportunity to work in a fast-paced environment.Key Responsibilities of the Financial Operations Manager The Financial...


  • Columbus, Ohio, United States Creative Financial Staffing Full time

    **Senior Accountant Opportunity**Creative Financial Staffing is seeking a highly skilled Senior Accountant to join our client's team in Columbus, Ohio.The ideal candidate will possess a strong understanding of GAAP and have experience with financial analysis, journal entries, and bank reconciliations.**Responsibilities:**Perform general accounting functions,...


  • Columbus, Ohio, United States Creative Financial Staffing Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a critical role in assisting with various accounting functions and providing support to our clients.Key ResponsibilitiesAssist with monthly account reconciliations and ensure accuracy and...


  • Columbus, Ohio, United States Boulo Solutions Full time

    Financial Client Service AssociateBoulo Solutions is seeking an experienced Financial Client Service Associate to join our client, a leading wealth management firm in Columbus, Ohio. The ideal candidate will have a proven track record of delivering exceptional client service and managing day-to-day client interactions.Key Responsibilities:Onboard new clients...


  • Columbus, Indiana, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing risk protection, financial security, and wealth creation...


  • Columbus, Ohio, United States Northwestern Mutual Full time

    Unlock Your PotentialAre you a driven individual with a passion for helping others achieve their goals? Do you have a strong entrepreneurial mindset and a desire to succeed in a dynamic industry?As a Financial Services Professional at Northwestern Mutual, you will have the opportunity to build and manage client relationships, develop and implement financial...


  • Columbus, Ohio, United States Creative Financial Staffing Full time

    Senior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a key role in coordinating and directing all general accounting activities and financial reports.Key Responsibilities:Assist with monthly reconciliations and ensure accuracy and...


  • Columbus, Ohio, United States KEMBA Financial Credit Union Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Financial Services Representative to join our team at KEMBA Financial Credit Union.The ideal candidate will possess excellent communication skills, a strong understanding of financial services, and the ability to provide exceptional member support.Key ResponsibilitiesProvide high-quality member...

Financial Services Professional

3 months ago


Columbus, United States Creative Financial Staffing Full time

Financial Services Professional
Columbus, OH

We are partnered with a great local financial institution actively seeking a dynamic Financial Services Professional in the Columbus area. This role is a full-time on-site position with an annual salary range starting at $60,000.

As the Financial Services Professional, you will drive the card services department, spearhead an exciting project implementation, and be the linchpin for the institutions financial operations. Join this team and enjoy a competitive salary and comprehensive benefits package, including generous PTO that reflects their commitment to your work-life balance.

Key Responsibilities

  • Leverage your expertise to guide all product and service initiatives within the card services department.
  • Handle questions, escalations, and issues related to card products.
  • Review and monitor reports - flag inconsistencies, research, and resolve client and customer concerns.
  • Manage the card programs anti-fraud initiatives by analyzing fraud reports, optimizing detection tools, and strategically managing provisional credit lines.
  • Work with the technology department on maintenance, upgrades, system design, and security.
  • Spearhead the process of moving all card administrative services in-house.

Qualifications
  • High school diploma or equivalent; Bachelors degree in Business, or related field is a plus.
  • 7+ years of Financial Services experience preferred.
  • Card (credit or debit) management experience, preferably with a financial institution.
  • An understanding of fraud, transactions, and reporting.
  • Strong customer service skills.


#LI-RM1#LI-onsite
#INAUG2024
#ZRCFS