Financial Services Representative

{"title": "Financial Services Representative", "content": "Join Our TeamWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Paul J Hanson - State Farm Agent. As a Financial Services Representative, you will be responsible for establishing customer relationships, developing leads, and marketing...

About the RoleWe are seeking a highly skilled and detail-oriented Client Services Representative to join our team at Cetera Financial Group. As a key member of our operations team, you will play a critical role in supporting our Financial Advisors with their day-to-day activities, ensuring seamless client service and experience.Key ResponsibilitiesAct as a...

About the RoleWe are seeking a highly skilled and detail-oriented Client Services Representative to join our team at Cetera Financial Group. As a key member of our team, you will play a critical role in supporting our Financial Advisors with their day-to-day operations, enhancing the customer service level, and experience.Key ResponsibilitiesAct as a liaison...

About the RoleWe are seeking a highly skilled and detail-oriented Client Services Representative to join our team at Cetera Financial Group. As a key member of our operations team, you will play a critical role in supporting our Financial Advisors and ensuring the delivery of exceptional client service.Key ResponsibilitiesAct as a liaison between Financial...

About the RoleCetera Financial Group is seeking a skilled Financial Trader to join our team. As a Financial Trader, you will be responsible for executing trade orders for stocks, bonds, mutual funds, and other investment products.Key ResponsibilitiesExecute trade orders for various investment products in a timely and efficient manner.Provide trading services...

Job SummaryWe are seeking a highly skilled and motivated Financial Services Representative to join our team at TruStone Financial Credit Union. As a key member of our branch staff, you will be responsible for providing exceptional customer service, promoting financial products and services, and contributing to the overall success of our organization.Key...

About the RoleWe are seeking a highly motivated and detail-oriented Financial Services Associate to join our team at Cetera Financial Group. As a key member of our sales team, you will play a critical role in supporting and partnering with our Financial Advisors to deliver exceptional client experiences.Key ResponsibilitiesCollect and analyze client...

About the RoleCetera Financial Group is seeking a skilled Financial Trader to join our team. As a Financial Trader, you will be responsible for executing trade orders for stocks, bonds, mutual funds, and other investment products.Key ResponsibilitiesExecute trade orders for various investment products in a timely and efficient manner.Provide trading services...

About the RoleWe are seeking a skilled Financial Trader to join our team at Cetera Financial Group. As a Financial Trader, you will be responsible for executing trade orders for stocks, bonds, mutual funds, and other investment products.Key ResponsibilitiesExecute trade orders for various investment products in a timely and efficient manner.Provide trading...

About the RoleCetera Financial Group is seeking a highly skilled Financial Trader to join our team. As a Financial Trader, you will be responsible for executing trade orders for stocks, bonds, mutual funds, and other investment products.Key ResponsibilitiesExecute trade orders for various investment products in a timely and efficient manner.Provide trading...

About the RoleWe are seeking a highly skilled and motivated Associate Financial Trader to join our team at Cetera Financial Group. As a key member of our corporate team, you will play a critical role in supporting our operations and ensuring our success.Key ResponsibilitiesComplete various administrative requests from field representatives, including trade...

About the RoleWe are seeking a skilled Financial Trader to join our team at Cetera Financial Group. As a Financial Trader, you will be responsible for executing trade orders for various investment products, including stocks, bonds, and mutual funds.Key ResponsibilitiesExecute trade orders for stocks, bonds, mutual funds, and other investment products.Provide...

Associate Financial RepresentativeThe Associate Financial Representative plays a vital role in supporting the financial representative in building their practice and client relationships. This individual serves as a liaison between the network office and home office, as well as the financial representative and clients.Key Responsibilities:Client Service...

About the RoleWe are seeking a skilled Financial Trader to join our team at Cetera Financial Group. As a Financial Trader, you will be responsible for executing trade orders for stocks, bonds, mutual funds, and other investment products.Key ResponsibilitiesExecute trade orders for various investment products in a timely and efficient manner.Provide trading...

Cetera Financial Group is seeking a senior service professional to provide exceptional customer service to our clients.Key Responsibilities:Handle complex and escalated issues from financial professionals and customers.Provide support to our clients in all aspects of their business, including brokerage operations, advisory accounts, transfers, and direct...

Job SummaryWe are seeking a highly skilled and customer-focused Personal Teller to join our team at Wings Financial Credit Union. As a Personal Teller, you will be responsible for providing exceptional member service through multiple channels, processing transactions, and promoting financial products and services.Key ResponsibilitiesDeliver quality member...

Job OverviewWe are seeking a highly skilled and compassionate Contact Center Senior Representative to join our team at Securian Financial Group. As a key member of our customer service team, you will be responsible for providing exceptional support to our customers, financial professionals, and channel partners through phone, email, and/or chat in an inbound...

Key Responsibilities:Participate in the monthly financial reporting process, including journal entries, financial statement preparation, and related variance analysis.Evaluate balance sheet schedules, prepare, and review balance sheet reconciliations, addressing any reconciling items.Collaborate with the accounting team to ensure accurate and timely...

Job OverviewAssociated Healthcare Credit Union is seeking a motivated full-time Financial Services Representative for their operations. This role involves managing the opening of new accounts, performing consumer lending tasks, and promoting additional products and services to our members. Financial Services Representatives will cultivate relationships with...

Cetera is committed to excellence and continuous improvement. To achieve this, we need individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as legal, finance, and HR. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects...