Financial Services Specialist
4 weeks ago
As a Financial Consultant at Wells Fargo, you will work closely with our Financial Advisors to provide clients with tailored financial advice that aligns with their goals and risk tolerance.
Key Responsibilities:- Meet with clients to gather financial information and assess their investment profiles.
- Evaluate clients' financial needs and provide expert advice on investment opportunities.
- Collaborate with the Financial Advisor team to ensure seamless client service.
This is an exciting opportunity to join our team and contribute to delivering exceptional financial solutions to our clients.
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Financial Services Professional
3 weeks ago
Palm Beach Gardens, Florida, United States Evershore Financial Group Full timeEvershore Financial Group is a leading provider of comprehensive wealth management solutions tailored to the unique needs of individuals and businesses. We are seeking a Financial Services Professional who is entrepreneurially minded and has a strong client-facing presence.Our ideal candidate will have access to a dedicated support staff, a multitude of...
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Financial Services Representative
4 weeks ago
Palm Beach Gardens, Florida, United States Ithink Financial Full timeJob SummaryWe are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Ithink Financial. As a key member of our team, you will be responsible for delivering exceptional service to our members, processing transactions, and providing financial solutions to meet their needs.Key ResponsibilitiesProcess accurate and...
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Financial Services Professional
3 weeks ago
Pompano Beach, Florida, United States Momentum Financial Services Group Full timeAbout the Role:Momentum Financial Services Group is seeking a skilled Financial Service Representative to promote our financial products and services to meet the short- and long-term financial goals of our customers.Key Responsibilities:Provide a quality customer sales experience through efficient execution of all customer transactionsHandle cash and...
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Consumer Loan Sales Specialist
3 weeks ago
West Palm Beach, Florida, United States OneMain Financial Full timeAbout the RoleWe are seeking a highly motivated and results-driven Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will be responsible for delivering exceptional customer service and providing financial solutions to our customers.Key ResponsibilitiesDevelop and maintain relationships with...
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Financial Transaction Specialist
4 weeks ago
Deerfield Beach, Florida, United States Creative Financial Staffing Full timeCash Applications Specialist Role Overview:Creative Financial Staffing is seeking a skilled Cash Applications Specialist to join their Accounting Team. This role involves applying and balancing dealer payments to detailed open receivable items, managing deduction processes, and collaborating with internal and external customers.Key Responsibilities:Apply and...
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Financial Transaction Specialist
4 weeks ago
Deerfield Beach, Florida, United States Brilliant Financial Staffing - IL Full timeJob SummaryBrilliant Financial Staffing is seeking a skilled Financial Transaction Specialist to join their team in Deerfield, IL. This is a well-established distribution organization specializing in high-quality medical items. The successful candidate will work closely with the Accounts Receivable Manager and a team of two other individuals to ensure timely...
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Financial Services Professional
4 weeks ago
Palm Beach Gardens, Florida, United States Fidelity Investments, Inc. Full timeKey Responsibilities:As a Financial Representative at Fidelity Investments, Inc., you will play a crucial role in delivering exceptional client experiences. Your expertise in compliance and front lobby transactions will enable you to identify opportunities for growth and contribute to branch success.Key Skills:Subject matter specialist in compliance and...
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Senior Client Relationship Specialist
3 weeks ago
Palm Beach, Florida, United States Oxford Financial Group, Ltd. Full timeOxford Financial Group, Ltd. is seeking a highly skilled Senior Client Relationship Specialist to join our team. This role is responsible for providing exceptional client experiences to ultra-high-net-worth individuals and families.The ideal candidate will have a strong background in client service, with a minimum of three years of experience working with...
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Financial Planning and Analysis Specialist
4 weeks ago
Palm Beach, Florida, United States Zendrop Full timeAbout Zendrop:We are an innovative, tech-enabled solution that helps online sellers succeed while minimizing their effort.The Role:As a Financial Planning and Analysis Specialist, you will provide financial insights and projections to the finance team. This includes analyzing financial statements and reports, developing financial models, and preparing...
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Financial Analysis Specialist
1 day ago
West Palm Beach, Florida, United States Legal Graphicworks Full timeJob DescriptionWe are seeking a highly skilled Financial Analysis Specialist to join our team at Legal Graphicworks.This role is designed to add depth and strength to our accounting team, requiring an analytical self-starter with a knowledge of and experience in segregation of duties and workflow documentation, as well as the ability to follow processes and...
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Payroll Specialist
4 weeks ago
West Palm Beach, Florida, United States Creative Financial Staffing Full timeAbout the Company & Payroll Specialist Opening: At Creative Financial Staffing, we're a fast-growing company in the fitness industry with 20 years of experience. Our team-oriented culture and nice office space on the top floor of the building make us a great place to work. We provide hands-on training and ongoing support, as well as full benefits, including...
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Client Service Associate
3 weeks ago
Palm Beach Gardens, Florida, United States Stifel Financial Full timeJob SummaryAs a Client Service Associate at Stifel Financial, you will assist Financial Advisors with the opening and maintenance of client accounts and records. This role involves performing a wide range of administrative support duties, including client service, processing, and branch management.Key ResponsibilitiesAssist Financial Advisors with client...
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West Palm Beach, Florida, United States PrideStaff Full timePrideStaff Financial is a leader in staffing solutions, and we're seeking an experienced Accounts Receivable Specialist to join our team. With a strong background in financial collections, you'll be responsible for verifying and posting accounts receivable transactions, generating monthly billing statements, and creating and submitting invoices to customers....
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Financial Recovery Specialist
4 weeks ago
Deerfield Beach, Florida, United States Creative Financial Staffing Full timeCredit and Collections ProfessionalABOUT CREATIVE FINANCIAL STAFFING:We are a leading staffing agency specializing in financial placements.We foster a positive work environment and support our employees.Our clients appreciate our hybrid scheduling options.Our employees enjoy working with us and find our management supportive.Credit and Collections...
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Insurance Verification Specialist
4 weeks ago
West Palm Beach, Florida, United States Universal Health Services Full timeJob SummaryWe are seeking a highly detail-oriented Insurance Verification Specialist to join our team at Wellington Regional Medical Center. As an Insurance Verification Specialist, you will be responsible for verifying patient demographic, medical, and financial information to ensure accurate and timely processing of insurance claims.Key...
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Customer Service Representative
3 weeks ago
West Palm Beach, Florida, United States Ocwen Financial Full timeKey Responsibilities:The Customer Resolutions Flex Agent is a call center phone agent position within Ocwen Financial's forward mortgage servicing business. The role reports to a Team Lead, Customer Resolutions and works independently on a team located in the Call Center.Key Skills:Excellent communication and problem-solving skillsAbility to work in a...
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Sales Professional
4 weeks ago
West Palm Beach, Florida, United States OneMain Financial Full timeJob SummaryWe are seeking a highly motivated and results-driven Consumer Loan Sales Specialist to join our team at OneMain Financial. As a key member of our sales team, you will be responsible for delivering exceptional customer experiences, driving sales growth, and building strong relationships with our customers.Key ResponsibilitiesDevelop and execute...
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Financial Services Representative
4 weeks ago
West Palm Beach, Florida, United States Seacoast Bank Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Seacoast Bank. As a key member of our branch, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional customer service, and driving sales growth through effective product and service...
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Consumer Loan Sales Specialist
4 weeks ago
Boynton Beach, Florida, United States OneMain Financial Full timeAbout the RoleAt OneMain Financial, we're dedicated to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a critical role in empowering customers to achieve their financial goals. You'll listen to their needs, provide personalized financial solutions, and help them navigate the lending...
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Customer Service Specialist
4 weeks ago
Fort Walton Beach, Florida, United States Slagle Financial Full timeJob Title: Client Service RepresentativeAt Slagle Financial, we are seeking a highly skilled and detail-oriented Client Service Representative to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and building long-term relationships.Key...