Financial Services Representative
1 day ago
The Financial Services Officer is a key role at Banc of California, N.A., responsible for delivering exceptional service to our clients. This position requires a high level of accuracy, efficiency, and professionalism in opening new accounts and performing maintenance tasks.
Key Responsibilities- Open new accounts and perform maintenance tasks with precision and speed
- Meet the high quality service delivery standards of the Bank
- Collaborate with the Senior Financial Services Officer to ensure seamless service delivery
To succeed in this role, you will need to possess excellent communication and interpersonal skills, as well as the ability to work in a fast-paced environment. A strong understanding of banking operations and a passion for delivering exceptional customer service are essential.
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Financial Services Representative
1 week ago
Santa Monica, California, United States Northwestern Mutual Santa Monica Full timeUnlock Your Potential in InsuranceAt Northwestern Mutual Santa Monica, we're seeking ambitious individuals to join our team as Financial Representatives. If you're passionate about helping clients achieve financial security and success, we want to hear from you.About the RoleAs a Financial Representative, you'll be responsible for cultivating long-term...
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Financial Services Representative
1 month ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients and businesses achieve their financial goals.About the RoleThis is a unique opportunity to leverage your skills and experience in...
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Financial Services Representative
1 month ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients and businesses achieve their financial goals.About the RoleThis is a unique opportunity to leverage your skills and experience in...
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Financial Services Representative
1 month ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients and businesses achieve their financial goals.About the RoleThis is a unique opportunity to leverage your skills and experience in...
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Financial Representative
3 weeks ago
Santa Monica, California, United States Northwestern Mutual Santa Monica Full timeJob OpportunityWe are seeking a highly motivated and customer-focused Financial Representative to join our team at Northwestern Mutual Santa Monica. As a Financial Representative, you will play a critical role in helping our clients achieve their financial goals and objectives.About the RoleThis is an exciting opportunity for a talented individual to join...
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Financial Services Representative
1 month ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients and businesses achieve their financial goals.About the RoleThis is a unique opportunity to leverage your skills and experience in...
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Financial Services Representative
4 weeks ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key player in our organization, you'll have the opportunity to make a real impact on the financial lives of our clients.About the Role:Obtain and maintain a professional license and stay up-to-date with...
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Financial Services Representative
1 month ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients and businesses achieve their financial goals.About the Role:Provide expert advice and solutions to clients and businesses,...
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Financial Services Representative
2 days ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewAs a Financial Services Representative, you will play a crucial role in helping clients and businesses achieve their financial goals. You will act as a liaison between clients and financial institutions, providing advice and solutions to meet their needs. Key Responsibilities:Obtain and maintain professional licenses and continuing educationLearn...
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Financial Services Representative
1 month ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients and businesses achieve their financial goals.About the Role:Provide expert advice and solutions to clients and businesses,...
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Financial Services Representative
1 month ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients and businesses achieve their financial goals.About the Role:Provide expert advice and solutions to clients and businesses,...
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Financial Services Representative
3 days ago
Santa Monica, California, United States Equitable Advisors Full timeAbout Equitable Advisors LLCEquitable Advisors LLC is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated...
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Financial Services Representative
3 days ago
Santa Monica, California, United States Kinecta FCU Full timePersonal Financial Advocate IIKinecta Federal Credit Union is a leading financial institution that values community giving and diversity. We are seeking a Personal Financial Advocate II to join our team and help our members achieve their financial goals.About the Role:As a Personal Financial Advocate II, you will be responsible for building and deepening...
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Financial Services Professional
1 month ago
Santa Monica, California, United States Northwestern Mutual Santa Monica Full timeAbout the RoleWe are seeking a highly motivated and ambitious Financial Representative to join our team at Northwestern Mutual Santa Monica. As a Financial Representative, you will play a critical role in helping our clients achieve their financial goals and build long-term relationships with them.Key ResponsibilitiesProactively build a clientele base...
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Financial Services Professional
2 days ago
Santa Monica, California, United States Northwestern Mutual Santa Monica Full timeLaunch Your Career in Insurance with Northwestern Mutual Santa MonicaWe are seeking a motivated and customer-focused individual to join our team as a Financial Representative. As a key member of our team, you will play a critical role in helping our clients achieve financial security and reach their goals.About the RoleAs a Financial Representative, you will...
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Financial Services Professional
3 days ago
Santa Clarita, California, United States Raymond James Financial Services Full timeFinancial Advisor Opportunity at Raymond James Independent Financial Services **About the Role** Raymond James Ltd., a leading independent investment dealer, is seeking a full-time Financial Advisor to join their team in Barrie, ON. As a Financial Advisor, you will be responsible for providing customized solutions to clients seeking wealth management...
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Financial Services Representative
1 month ago
Santa Cruz, California, United States Your SmartSource Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Services Representative to join our team at Your SmartSource. As a Financial Services Representative, you will be responsible for providing exceptional customer service to our members, assisting with financial transactions, loan application processing, and resolving problems in a timely and...
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Financial Services Professional
3 days ago
Santa Clarita, California, United States Raymond James Financial Services Full timeJoin Raymond James Independent Financial Services in Barrie, ON, as a full-time Financial Advisor. Our company, one of Canada's leading independent investment dealers, offers high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. As a successful Financial Advisor, you will have a minimum of...
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Financial Services Representative
2 weeks ago
Santa Barbara, California, United States Fidelity Investments Full timeAbout the RoleFidelity Investments is seeking a highly skilled Financial Services Representative to join our team. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding their financial needs...
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Financial Services Professional
2 days ago
Santa Clarita, California, United States Raymond James Financial Services Full timeRaymond James Independent Financial Services is seeking a full-time Financial Advisor in Barrie, ON. As one of Canada's leading independent investment dealers, we offer high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. The ideal candidate will have a minimum of 5 years of industry...