Customer Financial Associate
7 days ago
Fidelity TalentSource LLC is seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in providing exceptional customer service and support to our clients.
Key Responsibilities- Provide personalized service to clients, responding to their inquiries and resolving their issues in a timely and professional manner.
- Assist clients with a range of financial services, including account management, investment advice, and retirement planning.
- Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
- Stay up-to-date on industry trends and developments, applying this knowledge to provide clients with informed and expert advice.
- Collaborate with internal teams to ensure seamless delivery of services and support to clients.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
- Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
- Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
- High school diploma or equivalent required; degree in finance, business, or related field preferred.
- 1-2 years of experience in a customer-facing role, preferably in the financial services industry.
- A competitive salary and benefits package, including medical, dental, and vision insurance.
- A comprehensive training program, designed to equip you with the skills and knowledge needed to succeed in this role.
- Ongoing professional development opportunities, including training and education programs.
- A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional customer service.
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Customer Support Associate
2 weeks ago
Roanoke, Virginia, United States Wells Fargo Full timeCustomer Support AssociateAbout the Position:Wells Fargo is in search of a Customer Support Associate to assist clients with their inquiries regarding financial products and services.Key Responsibilities:Assist customers with questions related to financial offerings.Identify opportunities to enhance customer satisfaction within set guidelines.Handle routine...
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Customer Service Associate
2 weeks ago
Roanoke, Virginia, United States Wells Fargo Full timePosition OverviewAs a Customer Service Associate in the Everyday Banking sector, you will play a crucial role in enhancing the customer experience. Your primary responsibility will be to assist clients with their inquiries and resolve any issues they may encounter.Key ResponsibilitiesProvide exceptional support to customers through various communication...
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Financial Services Representative
18 hours ago
Roanoke, Virginia, United States Fidelity TalentSource LLC Full timeJob Description:We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will play a critical part in helping our customers achieve their financial goals and objectives.Key Responsibilities:Provide exceptional customer service and support to our clients, responding to their...
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Investment Sales Associate
10 hours ago
Roanoke, Virginia, United States Fidelity Investments Full timeAbout the RoleWe are seeking a highly motivated and results-driven Investment Sales Associate to join our team at Fidelity Investments. As an Investment Sales Associate, you will play a critical role in building and maintaining relationships with financial advisor clients, providing them with valuable market insights, investment product overviews, and...
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Automotive Financial Operations Associate
2 weeks ago
Roanoke, Virginia, United States Berglund Automotive Full timeCompany Overview:Berglund Automotive is a prominent and respected automotive dealership group with multiple locations, representing a diverse range of automotive brands across Southwest and Central Virginia.We seek individuals who are detail-oriented, enjoy working with financial data, and are reliable team contributors.Position Summary:As an Accounts...
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Financial Services Representative
7 days ago
Roanoke, Virginia, United States Fidelity Investments Full timeAbout the RoleFidelity Investments is seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will play a critical part in delivering exceptional customer service and support to our clients.Key ResponsibilitiesProvide personalized support to customers through various channels, including...
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Customer Care Associate
1 week ago
Roanoke, Virginia, United States Hawk Advisers Full timeJOB OVERVIEW The Client Support Specialist is an entry-level role that significantly contributes to enhancing our client interactions and achieving the mission of Hawk Advisers. This position is dedicated to delivering outstanding customer service and addressing the needs of our clientele. It presents an exciting opportunity to join a reputable independent...
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Customer Service Sales Associate
2 weeks ago
Roanoke, Virginia, United States Five Below Full timeBecome a vital part of our dynamic team at Five Below, where we celebrate creativity, enthusiasm, and innovative ideas. We are in search of Sales Associates who are dedicated to providing outstanding customer experiences and achieving impressive sales performance.Primary Responsibilities:Maintain an organized and visually appealing sales areaEnsure the store...
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Senior Financial Accountant
2 weeks ago
Roanoke, Virginia, United States Robinhood Full timeBecome a part of a pioneering fintech organization dedicated to making finance accessible for everyone. Robinhood Markets was established with a fundamental belief: that financial markets should be open to all. With our customers at the forefront of our decisions, Robinhood and its affiliates are working to eliminate barriers and enhance access to financial...
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Financial Services Representative
7 days ago
Roanoke, Virginia, United States Fidelity TalentSource LLC Full timeAbout the RoleFidelity TalentSource LLC is seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in providing exceptional customer service and support to our clients.Key ResponsibilitiesProvide personalized service to customers, responding to...
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Financial Services Representative
14 hours ago
Roanoke, Virginia, United States Fidelity TalentSource LLC Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for providing exceptional customer service and support to our clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized customer...
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Retail Sales Associate
2 days ago
Roanoke, Virginia, United States Marshalls Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Marshalls. As a Sales Associate, you will be responsible for delivering an exceptional customer experience, ensuring a positive and engaging shopping environment, and maintaining a clean and organized store.Key ResponsibilitiesCustomer Service: Engage...
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Financial Coordinator for Youth Theatre
1 week ago
Roanoke, Virginia, United States Virginia Children's Theatre Full timeJob OverviewVirginia Children's Theatre (VCT) stands as the sole professional theatre in the commonwealth dedicated exclusively to youth, educational institutions, and their families. VCT presents a diverse array of high-quality literary-based musicals, concerts, and socially relevant plays each season. These performances are staged in the Roanoke Valley and...
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Financial Services Representative
7 days ago
Roanoke, Virginia, United States Fidelity TalentSource LLC Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for providing exceptional customer service and support to our clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized customer...
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Senior Financial Analyst
5 days ago
Roanoke, Virginia, United States Performance Food Group Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our corporate financial planning and analysis team at Performance Food Group. As a key member of our team, you will play a critical role in supporting the executive leadership team with financial planning, analysis, and reporting.Key ResponsibilitiesLead the development and analysis...
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Financial Analyst II
1 week ago
Roanoke, Virginia, United States Roanoke Redevelopment and Housing Authority Full timeJob OverviewPosition SummaryThe role involves the meticulous compilation and management of intricate financial records for both internal and external stakeholders. This position requires engagement with various organizational levels, addressing, investigating, and resolving complex financial reporting challenges, while also notifying senior management of any...
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Customer Service Operations Supervisor
7 days ago
Roanoke, Virginia, United States Wells Fargo Full timeAbout this RoleWells Fargo is seeking a highly skilled Customer Service Associate Manager to join our Consumer and Small Business Banking Operations team. As a key member of our team, you will be responsible for supervising Customer Service Representatives and ensuring timely completion, quality, and compliance in customer service.Key...
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Bookkeeper/Financial Manager
8 hours ago
Roanoke, Virginia, United States Virginia Children's Theatre Full timeJob Description**About Virginia Children's Theatre**Virginia Children's Theatre (VCT) is a professional theatre organization dedicated to youth, schools, and their families. We produce high-caliber literary-based musicals, concerts, and issue-driven plays, touring throughout the commonwealth of Virginia. Our Theatre Academy provides year-round music,...
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Financial Operations Coordinator
2 days ago
Roanoke, Virginia, United States Berglund Automotive Full timeJob Summary:Berglund Automotive, a reputable automotive group with multiple locations, is seeking a skilled professional to assist with day-to-day financial operations. As an Accounts Payable Associate, you will play a crucial role in ensuring the efficient and compliant handling of vendor payments.Key Responsibilities:Reconcile purchase orders to vendor...
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Financial Services Representative
6 days ago
Roanoke, Virginia, United States Collabera Full timeJob SummaryCollabera is seeking a highly skilled Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional customer service to clients and internal stakeholders.Key ResponsibilitiesSupport loan servicing tasks, including reviewing loan disbursement requests, processing...