Financial Services Representative

Job SummaryA Financial Services Representative plays a key role in delivering exceptional customer experiences at our store locations. This role is accountable for accurately completing everyday banking transactions, providing advice and educational support on services, products, and tools to help customers achieve their financial goals.About TD BankTD Bank...

SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors. We manage approximately $30 billion in assets across public, alternative, and private market opportunities globally.About the JobWe are seeking a highly motivated and detail-oriented...

About SCS FinancialWe are a leading investment and wealth management firm, dedicated to serving ultra-high net worth families, family offices, and institutional investors.Our team manages approximately $30 billion in assets across public, alternative, and private market opportunities globally. We prioritize strong relationships with clients, excellent...

Job Title: Customer Service RepresentativeWe are seeking a highly motivated and organized Customer Service Representative to join our team at Ophthalmic Consultants of Boston. As a representative, you will play a vital role in delivering exceptional patient care service by demonstrating enthusiasm and a calm demeanor in a busy office...

Job OverviewAs a key leader at Intermountain Health, the Chief Financial Strategist for Pharmacy Services will be responsible for driving financial management and oversight of pharmacy services across 33 hospitals, specialty pharmacies, home delivery, and retail locations. The ideal candidate will have a proven track record in financial analysis and strategy...

**Key Responsibilities:**Daily Cashiering: process and reconcile money movements on behalf of clients with strict adherence to internal policies and procedures.Interface directly with external custodian banks in the account opening and asset transfer process.Maintain existing client information; ensure all necessary data and documentation is accurately...

Creative Financial Staffing is proud to partner with an internationally recognized, award-winning professional services company based in Europe.The company seeks a Senior Financial Analyst to join their Boston team, offering a unique opportunity for growth and development in a fast-paced entrepreneurial environment.Key Highlights of the Senior Financial...

Job SummaryWe are seeking a highly motivated and organized individual to join our Shared Service Center team as a Patient Collections Representative. This is a full-time opportunity that requires a strong background in customer service, financial analysis, and problem-solving.About the RoleThe successful candidate will be responsible for providing excellent...

Cash Services Representative Job DescriptionAs a Cash Services Representative at TD Bank, your primary responsibility will be to engage with customers and offer them personalized financial solutions. This will involve conducting thorough needs assessments, understanding their financial goals, and providing tailored recommendations to meet their...

We are seeking a highly analytical and detail-oriented professional to join our dynamic team in Financial services.Key Responsibilities:Pricing, investment and performance measurement of financial portfoliosBachelor's degree (or above) preferably in Finance or Information Technology, ideally finance, or another related field such as business...

Kroll's Expert Services practice provides expert financial and investigative services to attorneys and companies involved in litigation.We are seeking a Financial Services Director to support our Expert Services team. This role will involve managing staff members, creating forensic accounting analyses, providing guidance to attorneys on key financial issues,...

The Customer Service Representative role at the Coast Guard Community Services Command in Boston, MA offers an exciting opportunity to provide top-notch customer service and sales support. As a key member of our sales team, you will be responsible for welcoming customers, maintaining product knowledge, and assisting customers with their purchases.Salary:...

**Job Description:** Financial Services Manager will oversee the development and execution of communications strategies for top financial services companies. This role requires strong leadership and project management skills, as well as the ability to work collaboratively with cross-functional teams.**Key Responsibilities:*** Develop and implement...

About SCS FinancialHeadquartered in Boston, SCS Financial is a renowned investment and wealth management firm dedicated to delivering exceptional services to its esteemed clients. Our team of experts provides comprehensive support for client relationships, organization, and maintenance of client information, cashiering, and money movements, as well as...

About the JobDestinationone Consulting is seeking a highly skilled Consultant - Financial Services to join our team. As a Consultant - Financial Services, you will work closely with our clients to provide expert advice on financial reporting, ensure compliance with regulatory requirements, and identify opportunities for improvement.This exciting opportunity...

Overview:">We are seeking a skilled Financial Services Coordinator to join our team at Fanning Personnel. The successful candidate will play a critical role in supporting financial advisors and ensuring a high level of service to our clients.">About the Role:">This position involves direct interaction with clients, managing account-related activities, and...

Job OverviewIndotronix International Corporation is seeking an experienced Financial Services Consultant to join our team. As a key member of our team, you will be responsible for analyzing financial services operations and developing strategies to improve efficiency and effectiveness.Key Responsibilities:Analyze business processes and develop...

Job Title: Financial Services ConsultantDescription:As a Financial Services Consultant, you will work closely with stakeholders to analyze business needs and develop data-driven solutions to optimize operations and support business goals.Responsibilities:Requirements gathering and analysisDriving user experience and process improvementStakeholder management...

Job Title: Senior Financial StrategistAbout Us:Bay Cove Human Services is a leading provider of individualized and compassionate services to people facing challenges associated with developmental disabilities, mental illness, substance use disorders, and homelessness. Our mission is to partner with individuals to overcome obstacles and realize personal...

KPMG provides audit, tax, and advisory services to organizations in today's most important industries. As an Audit Intern, you will play a key role in conducting financial statement audits and serving the capital markets.Responsibilities:Work as part of a team to conduct financial statement audits and serve the capital markets by helping ensure accuracy and...