Financial Services Representative

Job Title: Relationship AdvisorAt Addition Financial, we're seeking a skilled Relationship Advisor to join our team. As a key member of our Contact Center, you'll play a vital role in providing exceptional service to our members, helping them achieve their financial goals, and building strong relationships with our organization.Job Summary:The Relationship...

The Accounting Operations Analyst role at Addition Financial Credit Union is a key position responsible for ensuring the accuracy and efficiency of daily ACH file processing and related journal entries.Key Responsibilities:Process and balance daily ACH files from the Federal Reserve BankPrepare ACH related journal entriesThis role requires strong analytical...

Key Responsibilities:As a Customer Service Specialist at CNA Financial Corporation, you will be responsible for providing exceptional customer service by responding to calls and emails in a timely manner. You will utilize various tools to track and update customer interactions, ensuring a seamless experience for our clients.Key Skills:Excellent communication...

Job SummaryWe are seeking a highly skilled Customer Service Specialist to join our team at CNA Financial Corporation. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers through various communication channels.Key ResponsibilitiesRespond to customer inquiries and concerns in a timely and...

Job SummaryWe are seeking a highly skilled Customer Service Specialist to join our team at CNA Financial Corporation.Key Responsibilities:Respond to customer inquiries and concerns in a timely and professional manner.Utilize various tools and resources to track and update customer interactions.Collaborate with internal teams to resolve customer issues and...

About the RoleWe are seeking a highly motivated and detail-oriented Financial Services Associate to join our Client Service team. As a key member of our team, you will be responsible for providing exceptional client service and support to our external clients.Key ResponsibilitiesWork with external clients to resolve day-to-day issues and direct them to...

Shareholder Services RepresentativeBNY Mellon is seeking a highly skilled Shareholder Services Representative to join our Client Services Team. As a key member of our team, you will be responsible for processing financial transactions, providing account information, and responding to client inquiries daily.Key Responsibilities:Assist with processing...

Job OverviewAt Elite, we're seeking a highly motivated Customer Service Representative to join our dynamic team. As a key member of our customer-facing team, you'll be responsible for delivering exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesSupport and execute strategic customer service...

Customer Service RepresentativeInnova Solutions is seeking a highly skilled Customer Service Representative to join our team.Job Summary:We are looking for a customer-focused individual to provide exceptional service to our clients. As a Customer Service Representative, you will be responsible for resolving complex client issues, providing analytics and...

About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Building Services Representative. As a key member of our customer experience team, you will be responsible for delivering exceptional service to our customers through phone, email, and chat channels.Key ResponsibilitiesCustomer Service: Provide timely and...

Job SummaryWe are seeking a highly motivated and experienced Sales Representative to join our team at Finastra USA Corporation. As a Digital Sales Representative, you will be responsible for generating revenue by selling software solutions and services to new prospects within assigned territories.Key Responsibilities:Create and manage a strategic territory...

Job Title: Collector IIIWe are seeking a highly skilled Collector III to join our team at Addition Financial. As a Collector III, you will play a critical role in maintaining a financially sound loan portfolio by identifying and resolving delinquent accounts.Key Responsibilities:Work with delinquent members to determine the reason for non-payment and...

Key Responsibilities:Prepare financial statements and ensure their accuracy and completeness.Post entries to the general ledger and reconcile GL accounts and bank statements.Manage Fixed Asset Accounting and FASB accounting requirements.About the Role:The Financial Reporting Specialist will play a critical role in supporting the Accounting Manager in the...

Job Title: Customer Service RepresentativeInnova Solutions is seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients, resolving complex issues, and ensuring timely delivery of services.Key Responsibilities:Provides...

Job Title: Associate, Shareholder Services Representative IJob Summary:BNY Mellon is seeking a highly skilled and detail-oriented Associate, Shareholder Services Representative I to join our Client Services Team. As a key member of our team, you will be responsible for processing financial transactions, providing account information, and responding to client...

Job Title: Personal BankerAbout the Role:Fifth Third Bank is seeking a highly motivated and customer-focused Personal Banker to join our team. As a Personal Banker, you will be responsible for building and maintaining relationships with our customers, providing personalized financial solutions, and driving revenue growth.Key Responsibilities:Use a...

Role OverviewAssociate, Client Processing Representative IAt BNY Mellon, we empower our employees to grow and succeed in a dynamic and inclusive work environment. As a leading global financial services company, we touch nearly 20% of the world's investible assets, providing innovative solutions to our clients that benefit businesses, communities, and people...

Job SummaryWe are seeking a highly skilled Client Service Representative to join our Investor Servicing team. As a key member of our team, you will provide exceptional client service and support to internal and external clients, ensuring timely and accurate processing of transactions and account updates.Key Responsibilities:Provide quality client service and...

Job SummaryWe are seeking a highly skilled Client Service Representative to join our Investor Servicing team. In this role, you will provide quality and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing, reconciliations, and accounting services.Key...

Job Title: Client Service Representative IIInsight Global is seeking a skilled Client Service Representative II to support our international fortune 500 banking partner in their Client Processing team.Job Summary:The Client Service Representative II will be primarily responsible for taking financially focused trade calls for multiple management companies....