Financial Services Associate
3 days ago
Liberty Tax is seeking a skilled Tax Preparer to join our team. The successful candidate will have a strong understanding of tax principles and be able to prepare accurate and complete tax returns.
The Tax Preparer will conduct in-depth interviews with clients to obtain all required information and materials, check for errors, explain results to the client, and recommend ancillary services when appropriate.
Key responsibilities include establishing rapport with clients, providing friendly customer service, preparing tax returns, fulfilling ongoing training requirements, and implementing client-oriented product initiatives.
We offer a competitive salary of $50,000 - $70,000 per year, depending on experience, as well as flexible schedules available including the opportunity to work nights and weekends if desired.
This role is perfect for individuals who are looking to start or advance their career in the financial services industry.
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Financial Services Associate
1 week ago
Cincinnati, Ohio, United States Pls Financial Services, Inc. Full timeAbout PLS Financial Services, Inc.:We strive to demonstrate our Core Values in all positions at PLS: Communication, Customer Focus, Integrity and Trust, Teamwork, and Results. Our commitment to excellence drives us to deliver superior customer experiences and innovative solutions. As a leading retail provider of alternative financial services, we empower...
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Financial Service Representative
9 hours ago
Cincinnati, Ohio, United States Asbury Financial Services Full timeAsbury Financial Services is a leading financial services company seeking an Insurance Agent/Financial Adviser to join their team in West Chester, Ohio. The ideal candidate will have excellent communication and interpersonal skills, with the ability to learn and follow scripts and sales procedures.The successful candidate will work with a diverse client...
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Financial Services Agent
1 week ago
Cincinnati, Ohio, United States Asbury Financial Services Full timeJob DescriptionAsbury Financial Services is seeking a skilled and motivated Life Insurance Agent to join our team. This is a unique opportunity for individuals who want to build a successful career in the life insurance industry and earn great money without having to spend a dime on leads, continued education, case management, etc.Responsibilities and...
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Financial Services Assistant
1 week ago
Cincinnati, Ohio, United States Pls Financial Services, Inc. Full timeAbout the Job: We are seeking an experienced Customer Service Representative to join our team at PLS Financial Services, Inc. As a representative, you will work closely with our customers to provide excellent service and sell our products and services.Key Responsibilities: Deliver exceptional customer service and build strong relationships with our...
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Financial Services Auditor Assistant
3 days ago
Cincinnati, Ohio, United States Ohio National Financial Services Full timeCompany Overview:Ohio National Financial Services is a dedicated insurance company focused on creating an inclusive and equitable workplace environment.We strive to provide our employees with flexible work arrangements, including remote and hybrid options, to promote work-life balance.
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Financial Services Representative
9 hours ago
Cincinnati, Ohio, United States OneMain Financial Full timeAbout the RoleAs a Financial Services Representative at OneMain Financial, you will play a critical role in empowering customers to achieve their financial goals. You will work closely with customers to understand their needs and provide personalized financial solutions that meet their expectations.Key Responsibilities:Deliver exceptional customer service by...
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Retail Banking Associate
1 week ago
Cincinnati, Ohio, United States Pls Financial Services, Inc. Full timeJob SummaryWe are looking for a Retail Banking Associate to join our team at PLS Financial Services, Inc. As a key member of our customer service team, you will be responsible for providing outstanding customer service, promoting our products and services, and maintaining high levels of customer satisfaction.In this role, you will have the opportunity to...
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Retail Banking Associate
1 week ago
Cincinnati, Ohio, United States Pls Financial Services, Inc. Full timeJoin our team as a Retail Banking Associate at Pls Financial Services, Inc.! In this role, you'll have the opportunity to work in a fast-paced environment and make a real impact on our customers' lives.About the RoleYou'll be responsible for:Providing exceptional customer service and supportPromoting our financial products and services to current and...
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Environmental Services Associate
1 week ago
Cincinnati, Ohio, United States Healthcare Services Group Full time**Job Description**We are looking for an experienced Environmental Services Associate to join our team at Healthcare Services Group. As an Environmental Services Associate, you will be responsible for maintaining the cleanliness and appearance of floors in our long-term care facilities.About Our TeamOur team at Healthcare Services Group is dedicated to...
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Financial Services Representative
3 weeks ago
Cincinnati, Ohio, United States Commonwealth Financial Full timeCompany OverviewCommonwealth Financial Network is a leading provider of business solutions for independent financial advisors nationwide.
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Financial Sales Consultant Specialist
2 days ago
Cincinnati, Ohio, United States PNC Financial Services Group Full timeJob Summary:We are seeking a highly motivated and experienced Financial Sales Consultant to join our team. As a Financial Sales Consultant, you will be responsible for building the retail customer base through proactive, outbound quality sales conversations.Key Responsibilities:Sell PNC's products and services to existing and prospective clients outside of...
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Financial Service Representative
3 weeks ago
Cincinnati, Ohio, United States MRA Recruiting Services Full timeJob DescriptionWe are seeking a highly motivated and detail-oriented Financial Service Representative to join our team at MRA Recruiting Services. As a key member of our banking team, you will be responsible for providing exceptional customer service and handling various financial transactions.Key Responsibilities:Cash Handling: Process retail and commercial...
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Customer Financial Solutions Representative
2 days ago
Cincinnati, Ohio, United States PNC Financial Services Group Full timeAbout the Job:This Financial Sales Consultant position offers an exciting opportunity to build a career in sales and customer service.Key Responsibilities:Sell PNC's products and services to existing and prospective clientsCreate customer loyalty and grow customer share of walletIdentify and pursue sales opportunities to meet or exceed sales targetsSalary:...
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Financial Services Manager
3 weeks ago
Cincinnati, Ohio, United States Community Choice Financial Family of Brands Full timeAbout the CompanyThe Community Choice Financial Family of Brands is a leading retailer of financial services to unbanked and underbanked consumers. With more than 1,700 retail storefronts and several online products available in 20+ states, we are steadfast in our commitment to help people across the country get access to the short-term financial services...
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Financial Services Expert
1 week ago
Cincinnati, Ohio, United States MSCCN Full timeJob OverviewWe are seeking a highly skilled ICG Credit Administration Associate to join our team at MSCCN. This role offers a unique opportunity to work in a dynamic environment, leveraging your expertise in financial services and credit policy to drive business growth and excellence.
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Customer Service Ambassador
1 week ago
Cincinnati, Ohio, United States Pls Financial Services, Inc. Full timeAt Pls Financial Services, Inc., we're seeking a highly motivated Customer Service Representative to join our team. As a key member of our staff, you'll provide exceptional customer service, sell company products and services, and maintain high standards of quality.About the RoleThis is a fantastic opportunity for individuals who enjoy interacting with...
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Financial Operations Leader
4 weeks ago
Cincinnati, Ohio, United States Creative Financial Staffing Full timeJob Title: Financial Operations LeaderAbout the Role:We are seeking a seasoned Financial Operations Leader to join our team at Creative Financial Staffing. The ideal candidate will have a strong background in cost accounting, plant operations, and multi-site financial management within the manufacturing industry.Key Responsibilities:Financial Reporting &...
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Career Development Associate
4 weeks ago
Cincinnati, Ohio, United States Fidelity Investments Full timeAbout the RoleWe are seeking a Career Development Associate to join our team of Customer Relationship Advocates (CRAs) at Fidelity Investments. As a licensed professional, you will provide outstanding customer service while answering inbound phone calls and supporting valued clients.Key ResponsibilitiesPrepare for and obtain FINRA licenses (SIE, Series 7,...
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Client Service Operations Associate
4 weeks ago
Cincinnati, Ohio, United States ASPIRIANT LLC Full timeAt Aspiriant, a leading independent wealth management firm, we're seeking a highly skilled Client Service Operations Associate to join our team. This role is an exciting opportunity for a motivated individual to contribute to the success of our organization.Job OverviewThe ideal candidate will have excellent communication and organizational skills, with a...
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Savvy Financial Services Associate
3 weeks ago
Cincinnati, Ohio, United States Postal Family Credit Union Full timeJob DescriptionKey ResponsibilitiesWe are seeking a skilled Teller to join our team at Postal Family Credit Union. Key responsibilities include:Providing exceptional customer service to our membersProcessing daily transactions with accuracy and efficiencyMeeting or exceeding balancing goalsBuilding strong relationships with colleagues and...