Financial Services Coordinator

1 week ago


Phoenix, Arizona, United States Cambridge Investment Research (USA) Full time
Job Summary

We are seeking a highly organized and detail-oriented Administrative Professional to join our team at Cambridge Investment Research (USA). As an Administrative Professional, you will play a critical role in supporting our financial professionals with administrative tasks, ensuring seamless communication with clients, and maintaining accurate records.

Key Responsibilities
  • Scheduling and Coordination: Schedule meetings with financial professionals, coordinate travel arrangements, and manage calendars.
  • Communication: Respond to emails, phone calls, and in-person inquiries from clients and financial professionals in a professional and courteous manner.
  • Administrative Support: Provide administrative support to financial professionals, including data entry, document preparation, and filing.
  • Record Keeping: Maintain accurate and up-to-date records of client interactions, financial transactions, and administrative tasks.
Requirements

To be successful in this role, you will need:

  • 6-12 months of related experience in an administrative or financial services role.
  • Excellent communication and organizational skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Proficiency in Microsoft Office and other productivity software.
What We Offer

Cambridge Investment Research (USA) offers a competitive compensation package, including:

  • $40,000-$49,000 annual salary.
  • Premium benefit package, including medical, vision, dental, life, and long-term disability insurance.
  • Vacation/sick time and 401K retirement plan with company matching program.
  • Profit Sharing Plan and nine paid holidays.


  • Phoenix, Arizona, United States Stellantis Financial Services US Full time

    About Stellantis Financial ServicesWe are a leading provider of financial services for the automotive industry, with a strong focus on customer satisfaction and loyalty. Our team is dedicated to delivering exceptional service and support to our customers, and we are seeking a highly skilled and motivated individual to join our team as a Financial Services...


  • Phoenix, Arizona, United States Stellantis Financial Services US Full time

    About Stellantis Financial ServicesWe are a leading provider of financial services for the automotive industry, with a strong focus on customer satisfaction and loyalty. Our team is dedicated to delivering exceptional service and support to our customers, and we are seeking a highly skilled and motivated individual to join our team as a Financial Services...


  • Phoenix, Arizona, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAt Prudential Advisors, we're committed to helping individuals achieve their financial goals. As a Financial Professional, you'll play a key role in helping clients navigate the complexities of financial planning and investment management.Key Responsibilities:Develop and maintain relationships with clients to...


  • Phoenix, Arizona, United States OneMain Financial Full time

    Empower Customers with Financial SolutionsAt OneMain Financial, we're dedicated to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their financial goals.Key Responsibilities:Deliver exceptional customer service, ensuring customers receive personalized...


  • Phoenix, Arizona, United States OneMain Financial Full time

    Empower Customers with Financial SolutionsAt OneMain Financial, we're dedicated to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their financial goals.Key Responsibilities:Deliver exceptional customer service and build strong relationships with...


  • Phoenix, Arizona, United States OneMain Financial Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Leader to join our team at OneMain Financial. As an Assistant Manager, you will play a key role in creating a work environment that fosters exceptional customer experiences.Key ResponsibilitiesDeliver results related to individual and branch sales and collections goals, as...


  • Phoenix, Arizona, United States OneMain Financial Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Leader to join our team at OneMain Financial. As an Assistant Manager, you will play a key role in creating a work environment that fosters exceptional customer experiences.Key ResponsibilitiesDeliver results related to individual and branch sales and collections goals, as...


  • Phoenix, Arizona, United States El Dorado Springs Full time

    Job SummaryEl Dorado Springs, a leading behavioral health facility, is seeking a skilled Financial Services Coordinator to join our team. As a key member of our revenue cycle department, you will play a critical role in ensuring the financial well-being of our patients.ResponsibilitiesAssess patients' financial ability and determine their ability to...


  • Phoenix, Arizona, United States Strategy Financial Group Full time

    Financial Advisor RoleStrategy Financial Group in Phoenix, AZ is seeking a skilled Financial Advisor to join their team. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Prepare and present customized financial plans to...


  • Phoenix, Arizona, United States Strategy Financial Group Full time

    Financial Advisor RoleStrategy Financial Group in Phoenix, AZ is seeking a highly motivated and customer-focused Financial Advisor to join their team. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Prepare and present...


  • Phoenix, Arizona, United States Strategy Financial Group Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and experienced Financial Advisor to join our team at Strategy Financial Group in Phoenix, AZ.The successful candidate will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Prepare and...


  • Phoenix, Arizona, United States El Dorado Springs Full time

    About the RoleWe are seeking a skilled Financial Counselor to join our team at El Dorado Springs, a behavioral health facility owned and operated by Lifepoint Behavioral Health. As a Financial Counselor, you will play a critical role in providing guidance to patients on their financial responsibilities related to our services.Key Responsibilities:Assess...


  • Phoenix, Arizona, United States El Dorado Springs Full time

    About the RoleWe are seeking a skilled Financial Counselor to join our team at El Dorado Springs, a behavioral health facility owned and operated by Lifepoint Behavioral Health. As a Financial Counselor, you will play a critical role in providing guidance to patients in all aspects of their financial responsibilities related to our services.The ideal...


  • Phoenix, Arizona, United States Arizona Official Website of State of Arizona Full time

    Job Summary:Job Title: Accounts Payable Accountant• Under the direction of the Accounting Supervisor, this position is responsible for maintaining a fiscal services system for state appropriations and federal grants of the agency's fiscal management section, including examining a variety of financial documents for completeness, accuracy, and conformance...


  • Phoenix, Arizona, United States El Dorado Springs Full time

    About the RoleWe are seeking a skilled Financial Counselor to join our team at El Dorado Springs, a behavioral health facility owned and operated by Lifepoint Behavioral Health. As a Financial Counselor, you will play a critical role in providing guidance to patients on their financial responsibilities related to our services.Your primary responsibilities...


  • Phoenix, Arizona, United States Global Financial Impact - Marco Esquivel Full time

    Financial Professional OpportunityA financial professional who helps clients and businesses achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions, possessing a thorough understanding of financial products and services such as insurance and retirement planning.Key...


  • Phoenix, Arizona, United States UMB Financial Corporation Full time

    About the RoleAs a Personal Banker at UMB, you will play a critical role in building and maintaining strong relationships with customers, identifying their financial needs, and providing tailored solutions to help them achieve their goals.Key ResponsibilitiesDevelop and execute sales strategies to cross-sell and upsell products and services to...


  • Phoenix, Arizona, United States Advisor Employee Services Full time

    Financial Advisor RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Advisor Employee Services. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Prepare and present customized...


  • Phoenix, Arizona, United States Advisor Employee Services Full time

    Financial Advisor Job OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Advisor Employee Services. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Meet one-on-one...


  • Phoenix, Arizona, United States Cambridge Investment Research (USA) Full time

    Overview:We are seeking a highly organized and detail-oriented Administrative Professional to join our team at Cambridge Investment Research (USA). As an Administrative Professional, you will play a vital role in supporting our financial professionals with their administrative needs.This position will involve a range of tasks, including scheduling meetings,...