Financial Services Assistant

Unlock Your Financial PotentialWe're a leading financial services agency committed to empowering individuals and businesses to achieve their financial goals.About UsMeron Financial Agency is dedicated to providing a client-centric approach, cutting-edge technology, and a supportive team environment. Our mission is to help you succeed while enjoying work-life...

At Global Financial Impact, we are seeking a highly motivated and results-driven Financial Services Representative to join our team. This is an exciting opportunity for individuals who are passionate about helping clients achieve their financial goals.Salary InformationThe estimated annual salary for this position ranges from $25,000 part-time to $120,000...

Transforming Lives through Debt ReliefCentury Consulting Services is a pioneer in the financial services industry, dedicated to empowering clients to break free from high-interest loans and credit card debt. As an Account Executive, you'll be the trusted advisor for clients seeking debt relief solutions.

Job Description:We are seeking a highly organized and detail-oriented Client Service Expert to join our team at REAP Financial Group. The successful candidate will be responsible for ensuring smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects.The position requires the ability to perform...

About LPL FinancialLPL Financial is a leading independent broker-dealer, providing an integrated platform of proprietary technology, brokerage, and investment advisor services. Our company values creativity, growth, and teamwork, making it an ideal place to build a career.Job OverviewThe Vice President (VP), Sales Strategy, LPL Business Solutions plays a...

Professional Financial Services (PFS) is a leading provider of retail installment contracts for new and used automobiles, trucks, and motorcycles.We are seeking a highly skilled Customer Service and Account Management Professional to join our team. This individual will be responsible for providing exceptional customer service and resolving problems in a...

We are committed to providing Christ-centered care and support to children and families in need. At Presbyterian Children's Homes and Services, we believe in living our mission and inspiring strength-focused, family-centered, and goal-driven care for every client.As a Financial Services Specialist, you will play a crucial role in maintaining accurate and...

Job Title:Financial Systems ExpertAbout the Role:We are seeking a highly skilled and experienced Financial Systems Expert to join our team at Nextgen Information Services. The ideal candidate will have a strong background in finance system administration, specifically with Concur.Responsibilities:The successful candidate will be responsible for managing user...

Empowering Financial FuturesOportun, a mission-driven fintech, is seeking qualified candidates to join its team as a Member Loyalty Representative. This role offers an opportunity to make a positive impact on the lives of Oportun's 2 million members by providing exceptional customer service and support.About OportunFounded in [missing], Oportun has provided...

Client Service SpecialistREAP Financial Group is a boutique investment advisory firm that specializes in Retirement Planning, empowering families to reimagine what matters most. Our home office is located in Northwest Austin.The purpose of this position is to ensure smooth day-to-day operations and provide exceptional customer service to existing clients &...

Job Title: Financial Services ManagerWe are seeking a highly skilled Accounting Manager to join our team at Lion Street Inc in Austin, Texas.About the JobThe successful candidate will have 4-6 years of experience and a Bachelor's or Master's degree in Accounting or Finance. A CPA certification is preferred but not required.Lead and train accounting...

Job OverviewThe Nizari Progressive Credit Union is seeking a highly motivated and detail-oriented Financial Services Representative to join our team. As a key member of our staff, you will be responsible for providing exceptional customer service to our members while handling cash transactions with accuracy and efficiency.Key Responsibilities:Process cash...

Company OverviewLPL Financial is a leading independent broker-dealer that offers an integrated platform of proprietary technology, brokerage, and investment advisor services. Our mission is to provide objective financial guidance to everyone.Job DescriptionWe are seeking an experienced Service Design Lead to join our Business and Wealth Solutions department....

About the RoleCareer Group is seeking an experienced Executive Assistant to provide administrative support to two senior professionals in our Austin, TX office.The ideal candidate will have 3+ years of administrative experience, preferably in financial services, and be highly organized with exceptional communication skills.Responsibilities:Schedule meetings,...

Job SummarySimplex is seeking an experienced Procurement Specialist to join our Financial Services Division in Austin, TX. As a key member of our team, you will play a critical role in ensuring the efficient and effective procurement of commodities, equipment, and services.About the RoleThis 6-month contract position offers the potential for extension and...

Austin Telco Federal Credit Union is a community-focused organization dedicated to helping its members achieve their financial goals. As a Part-Time Teller, you will play a vital role in providing exceptional member service, processing transactions, and promoting our credit union products and services.About the Role:Process counter transactions, mail, and...

About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Financial Services Representative. In this role, you will have the opportunity to work with clients to understand their financial goals and provide guidance on investment options.ResponsibilitiesProvide exceptional customer service to clients through inbound phone...

At D.A. Davidson, we are seeking a reliable and hardworking Financial Services Representative to join our team. This role is responsible for executing financial services cashiering and administrative duties, providing exceptional client service, and handling incoming calls and correspondence.The ideal candidate will have excellent communication and...

Edward Jones: A Career of Purpose and GrowthWe're a Fortune 500 company that prioritizes people over profits. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're committed to creating positive impact in our communities and society.A Culture of Inclusion and ExcellenceWe believe in valuing diverse perspectives and...

Global Financial Impact - Brian GarciaWe are seeking highly motivated and capable business partners to join our team as financial professionals. This role offers a 100% remote work opportunity, allowing you to service clients from the comfort of your own home.The position is ideal for those looking for a career change or an additional stream of income. Our...