Financial Services Representative

Financial Services Call Center RepresentativeWe are seeking a highly skilled and customer-focused Financial Services Call Center Representative to join our team at Randstad USA. As a key member of our financial services team, you will play a vital role in delivering exceptional service to our clients.Key Responsibilities:Respond promptly to inbound calls...

About the RoleWe are seeking a highly skilled and motivated Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing expert advice and guidance on risk protection, financial security, and wealth creation.Key...

Join Modern Woodmen as a Financial RepresentativeWe are seeking a dedicated individual to provide customized financial solutions that empower clients to meet their long-term financial goals. The successful candidate will excel in developing financial plans and ensuring the accuracy of all information provided.Key QualificationsEntrepreneurial spirit - shows...

Financial Representative Job DescriptionWe are seeking an experienced professional to serve as the primary point of contact for employee and vendor inquiries related to finance, travel, expense management, card administration, accounts payable, and IT.Key Responsibilities:Respond to customer or vendor inquiries and access information from multiple sources...

Job Summary:Strategic Staffing Solutions is seeking a highly skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, resolving customer inquiries and complaints in a timely and professional manner.Key Responsibilities:Support customers...

Job SummaryWe are seeking a highly skilled and detail-oriented Financial Representative to join our team at Compunnel Inc. The ideal candidate will have excellent communication and interpersonal skills, with the ability to interface with all levels of management and internal/external individuals.Key ResponsibilitiesProvide reliable and professional interface...

Job SummaryRandstad is seeking a highly skilled Customer Service Representative to join our team in the Financial Services industry. As a Customer Service Representative, you will be the initial point of contact for clients, responding to requests for investment, fund, and account information, and resolving general account issues.Key ResponsibilitiesClient...

Job OverviewPosition: Financial Services Customer Support RepresentativeLocation: Charlotte, NCContract Duration: 06 months | OnsiteCompensation: $28/Hr. to $30/Hr.Role Responsibilities:The selected candidate will serve as the primary contact for inquiries from high-value clients through various communication channels including phone, chat, and email....

Job Summary:Dexian is seeking a highly skilled Client Services Representative to join our team in Charlotte, NC. As a Complaints Specialist - Series 7 Trading, you will be responsible for providing support services in account management, operations, documentation, customer service, and technical support.Key Responsibilities:Participate in moderately complex...

About the Insurance Sales Representative Position at PRT Financial:We are seeking a highly motivated and competitive Insurance Sales Representative to join our team at PRT Financial. As an Insurance Sales Representative, you will play a crucial role in expanding our business by identifying and acquiring new clients.Key Responsibilities:Develop and implement...

About Rockefeller Capital Management:Rockefeller Capital Management, founded in 2018, stands as a premier independent advisory firm in the financial sector. With roots tracing back to 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and...

Customer Service Specialist - Series 7Are you looking to advance your career in the financial services industry? Our client, a Fortune 500 company, is seeking a Customer Service Specialist to join their team in Charlotte. As a Customer Service Specialist, you will be responsible for providing exceptional customer service to clients, resolving issues, and...

About PR FinancialPR Financial is a leading provider of insurance solutions, dedicated to helping individuals and businesses manage risk and achieve their financial goals.Job SummaryWe are seeking an experienced Insurance Sales Representative to join our team. As a key member of our sales team, you will be responsible for developing new business and...

About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will play a vital role in helping our customers manage the risks of everyday life, recover from the unexpected, and realize their...

Job OverviewStone Press Financial Group is seeking a seasoned Financial Consultant to enhance our client services. In this role, you will engage with clients to assess their financial goals and risk profiles, subsequently recommending tailored financial solutions. A solid understanding of current financial products and necessary licenses is essential for...

Join Our Team as a Retail Personal Banker IWe are seeking a highly motivated and customer-focused individual to join our team as a Retail Personal Banker I. As a key member of our retail banking team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key Responsibilities:Provide personalized...

Job OverviewStone Press Financial Group is seeking a Senior Financial Consultant to provide expert guidance to clients regarding their financial aspirations and risk profiles. In this role, you will engage with clients to understand their financial situations and recommend tailored financial strategies. A strong background in finance and the necessary...

Job OverviewStone Press Financial Group is seeking a Senior Financial Consultant to provide expert guidance to clients regarding their financial aspirations and risk profiles. In this pivotal role, you will engage with clients to understand their financial landscape and recommend tailored strategies that align with their goals.Our firm values the development...

About the RoleWe are seeking an experienced project finance lawyer to join our Financial Services practice. The ideal candidate will have at least 3 years of experience representing lenders or tax equity investors in renewable energy project finance transactions. Strong academic performance and excellent interpersonal skills are essential.Key...

Unlock Your Potential as a Financial AdvisorAt Stone Press Financial Group, we're seeking ambitious individuals who share our passion for helping clients achieve their long-term financial goals. As a financial advisor, you'll have the opportunity to work in a dynamic environment where you can drive your career and make a meaningful impact.Key...