Financial Services Support Associate
3 weeks ago
We are seeking a highly motivated Financial Services Support Associate to join our team at Strategic Wealth Planning in Richardson, Texas.
In this role, you will be responsible for providing administrative support to our CEO and assisting clients with various tasks, including preparing client correspondence and entering client data on Sales Force and ShareFile.
You will also be expected to communicate effectively with clients and colleagues, both internally and externally, and ensure that all client interactions are handled in a professional and courteous manner.
This is an excellent opportunity to develop your skills and knowledge in the financial services industry, and we are looking for someone who is eager to learn and take on new challenges.
Estimated salary for this position is around $50,000 - $65,000 per year, depending on qualifications and experience.
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Financial Services Specialist
6 days ago
Richardson, Texas, United States Texans Credit Union Full timeJob OverviewWe are seeking an experienced Mortgage Loan Originator Associate to join our team at Texans Credit Union. As a key member of our financial services team, you will work closely with members to determine their financial needs and provide expert guidance on our products and services.
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Support Services Associate
3 weeks ago
Richardson, Texas, United States Cameron Machine LLC Full timeJob DescriptionWe are seeking a highly organized and communicative Support Services Associate to join our team.Estimated Salary:$55,000 - $70,000 per yearCandidates should have excellent communication skills and be able to multitask effectively.Key ResponsibilitiesCorrespondence: Draft professional correspondences and respond to customer...
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Member Support Associate
3 weeks ago
Richardson, Texas, United States Texans Credit Union Full timeJob Overview:We are looking for a highly organized and detail-oriented Member Support Associate to join our Float Pool team at Texans Credit Union. As a Member Support Associate, you will be responsible for assisting members with various financial transactions and providing exceptional customer service.The ideal candidate will have a strong background in...
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Customer Service Representative
5 days ago
Richardson, Texas, United States PNC Financial Services Group Full timeAbout Us">PNC Financial Services Group is a leading bank and provider of financial services. Our goal is to deliver exceptional customer experiences and provide innovative solutions to meet the evolving needs of our customers.We are committed to fostering an inclusive and accessible workplace where all employees feel valued and empowered to contribute to our...
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Senior Financial Services Professional
3 weeks ago
Richardson, Texas, United States MMC Group LP Full timeCareer OpportunityWe are looking for a seasoned Senior Financial Services Professional to join our team as a Sr. Tax Associate. In this role, you will mentor junior staff, provide guidance and feedback, and collaborate with team members to identify opportunities for tax planning and implement strategies that benefit clients.
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Financial Services Representative
3 weeks ago
Richardson, Texas, United States Chadd Kawata - State Farm Agent Full timeAre you looking for a rewarding career that combines sales, customer service, and finance? Do you want to make a real difference in people's lives while achieving your own career goals? Look no further! Our Insurance and Financial Services Position offers the perfect blend of challenge, satisfaction, and opportunity for growth.About UsWe are Chadd Kawata -...
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Financial Services Specialist
3 days ago
Richardson, Texas, United States Texans Credit Union Full timeCompany OverviewTexans Credit Union is a member-owned and operated financial institution in the Dallas metro area. We are committed to serving our members' financial needs and helping them achieve their goals.Salary$20-$24.50 per hourJob DescriptionThe Financial Services Representative will serve as the primary sales leader within the branch, originating,...
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Financial Services Coordinator
3 weeks ago
Richardson, Texas, United States Strategic Wealth Planning Full timeAccounting and Bookkeeping RoleWe are looking for a detail-oriented and organized individual to fill the position of Financial Services Coordinator at our boutique financial services firm in Richardson, Texas.Estimated Salary: $52,000 - $62,000 per year.Key Responsibilities:Maintain and manage financial data, including accounts payable, accounts receivable,...
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Financial Services Specialist
2 days ago
Richardson, Texas, United States Veterans Sourcing Group Full timeJob DescriptionJob Summary:We are seeking a skilled Treasury Analyst to join our team at Veterans Sourcing Group. The ideal candidate will have 2+ years of experience in cash management, treasury operations, and financial analysis.Key Responsibilities:Manage cash positions, forecasting, and investing/borrowing decisions.Ensure accurate system updates,...
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Support Associate
11 hours ago
Richardson, Texas, United States Excel Home Health Services LLC Full timeJob OverviewWe are seeking a highly organized and reliable office support professional to join our team at Excel Home Health Services LLC.The ideal candidate will be able to multi-task, prioritize work, and meet deadlines in a fast-paced environment.
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Financial Services Representative
4 hours ago
Richardson, Texas, United States Dynamic Access LLC Full timeAbout the PositionDYNAMIC ACCESS LLC is seeking a Financial Services Representative to join our finance team.The ideal candidate will have a strong background in collections, excellent communication skills, and the ability to work effectively in a team environment.This role involves managing debtors, negotiating payment plans, and collaborating with internal...
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Accounting and Financial Services Coordinator
3 weeks ago
Richardson, Texas, United States Strategic Wealth Planning Full timeJob Title: Accounting and Financial Services CoordinatorCompany Overview:Strategic Wealth Planning offers a unique opportunity to work in the areas of financial planning and investing at our boutique financial services firm located in Richardson, Texas.Salary:The estimated annual salary for this position is between $60,000 and $80,000.Job Description:This...
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Caregiver/Support Associate
6 days ago
Richardson, Texas, United States Vitality Senior Living Full timeCaregiver/Support Associate Job Summary: We are seeking a detail-oriented and compassionate Caregiver/Support Associate to join our team at Appletree Court Assisted Living. As a Caregiver/Support Associate, you will provide personalized care and support to residents, ensuring their comfort, safety, and well-being.Responsibilities:Assist residents with daily...
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Financial Shared Services Manager
6 days ago
Richardson, Texas, United States Lennox International Full timeJob DescriptionWe are seeking a detail-oriented individual to perform accounting tasks in a shared services environment. You will be responsible for ensuring accurate transactions, providing assurance that our accounting practices adhere to financial reporting and standard accounting procedures, and performing general ledger entries and account...
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Financial Services Representative
3 weeks ago
Richardson, Texas, United States DebtBlue Full timeJob OverviewDebtBlue, a debt settlement organization, seeks a Customer Service Representative to provide exceptional client experiences. This role involves resolving inquiries and motivating clients to complete our debt settlement program.Key Responsibilities:Notate client accounts in CRM with accurate information for seamless communication between...
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Executive Support Associate
5 days ago
Richardson, Texas, United States University of Texas at Dallas Full timeAbout the RoleThe Administrative Assistant II is a critical position that requires excellent organizational and communication skills. As a member of the Housing Operations team, you will be responsible for providing administrative support to senior leadership, maintaining accurate records, and ensuring smooth operations.Responsibilities• Provide...
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Frontline Support Associate
4 weeks ago
Richardson, Texas, United States FastSigns Full timeAbout the JobFASTSIGNS is looking for a Frontline Support Associate who can provide top-notch customer service and support to our clients.As a key member of our team, you will be responsible for handling customer inquiries, resolving issues, and providing solutions to meet their needs.Key AccountabilitiesRespond to customer inquiries and resolve issues in a...
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Financial Portfolio Manager
3 days ago
Richardson, Texas, United States State Farm Full timeJob SummaryWe are seeking a skilled Investment Associate to join our dynamic team. As an Investment Associate, you will play a crucial role in supporting the modeling and forecasting of Capital Market Assumptions (CMAs), including literature review of current academic and practitioner whitepapers.In this position, you will assist in the development and...
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Retail Banking Professional
4 days ago
Richardson, Texas, United States PNC Financial Services Group Full timeRole SummaryWe are seeking a highly motivated and customer-focused individual to join our Retail Branch team as a Full-Time Teller. In this role, you will be responsible for delivering exceptional customer service, accurately processing high-volume customer banking transactions, and educating customers on new technology and banking product...
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Customer Support Associate
4 weeks ago
Richardson, Texas, United States Smart AutoCare Full timeWe are seeking a Customer Support Associate to join our team at Smart AutoCare, a fast-growing automotive warranty administrative company based in Richardson, Texas. The successful candidate will have the opportunity to work with a dynamic and growing organization, providing excellent customer service and support to our clients.The ideal candidate will...