Senior Financial Services Representative
6 days ago
We are seeking a highly skilled and experienced Senior Client Associate to join our team at Wells Fargo. As a key member of our Financial Advisory team, you will be responsible for providing exceptional client service and operational support to our clients.
Key Responsibilities- Assist Financial Advisors with service and operational activities, including providing client support via telephone, direct interaction, and written correspondence.
- Facilitate requests for account information and resolve client inquiries in a timely and professional manner.
- Collaborate with cross-functional teams to ensure seamless client experiences and resolve complex issues.
- Develop and maintain strong relationships with clients, Financial Advisors, and internal stakeholders to drive business growth and client satisfaction.
- 2+ years of experience in a client-facing role, preferably in a financial services industry.
- Excellent communication, interpersonal, and problem-solving skills.
- Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
- Strong analytical and technical skills, with proficiency in Microsoft Office and other relevant software.
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Financial Services Representative
6 days ago
Riverside, California, United States Primerica Financial Services - Lake Elsinore Full timeUnlock Your Potential in Financial ServicesAre you looking for a career that offers stability, growth, and the opportunity to make a real difference in people's lives? Look no further than Primerica Financial Services - Lake Elsinore. As a Financial Services Representative, you will have the chance to work with a dynamic team and develop a rewarding career...
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Financial Services Professional
2 days ago
Riverside, California, United States Primerica Financial Services - Lake Elsinore Full timeJob DescriptionPFS is seeking a skilled Financial Services professional to create and manage digital campaigns and properties. The ideal candidate will have a passion for learning, strategic thinking, and data analysis.Key Responsibilities:Develop a comprehensive digital marketing strategy to generate traffic and convert leads.Manage social media accounts...
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Senior Financial Analyst
5 days ago
Riverside, California, United States Riverside Personnel Services, Inc. Full timeJob OpportunityAt Riverside Personnel Services, Inc., we are seeking a highly skilled Senior Staff Accountant to join our team. This role will be responsible for processing and reconciling inter-company transactions, maintaining sub-ledgers, and performing special projects to identify and explain variances, trends, and unusual occurrences.Key...
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Financial Services Representative
2 weeks ago
Riverside, California, United States Wescom Central Credit Union Full timeJob Title: Financial AdvisorWe are seeking a highly skilled Financial Advisor to join our team at Wescom Central Credit Union. As a Financial Advisor, you will play a critical role in helping our members achieve their long-term financial goals.Key Responsibilities:Meet with members to understand their financial needs and goalsDevelop and implement...
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Financial Services Representative
6 days ago
Riverside, California, United States Northwestern Mutual Full timeUnlock Your Potential as a Client AdvisorAre you a driven individual with a passion for helping others achieve their financial goals? Do you thrive in a fast-paced environment where no two days are ever the same? If so, we want to hear from you!About the RoleAs a Client Advisor at Northwestern Mutual, you will play a critical role in helping individuals and...
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Financial Services Professional
3 weeks ago
Riverside, California, United States Atria Wealth Solutions Full timeFinancial Advisor OpportunityCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to join our team in Riverside, CA. As a Financial Advisor, you will be responsible for providing investment and retirement planning services to our members.Key Responsibilities:Identify and evaluate customer needs for financial services, assess objectives and goals,...
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Financial Services Professional
3 weeks ago
Riverside, California, United States Cetera Investment Services LLC Full timeJob Title: Financial AdvisorCetera Investment Services LLC is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing financial planning, investment management, and wealth management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for clients, taking...
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Financial Services Consultant
5 days ago
Riverside, California, United States Atria Wealth Solutions Full timeFinancial Advisor OpportunityCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to join our team in the Riverside, CA area. As a Financial Advisor, you will be responsible for providing investment and retirement planning services to our credit union members.Key Responsibilities:Identify and evaluate customer needs for financial services, assess...
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Senior Financial Professional
4 days ago
Riverside, California, United States Bail Hotline Full timeJob SummaryBail Hotline is seeking a highly skilled Senior Financial Professional to join our team. The ideal candidate will have a strong background in accounting and financial operations, with a minimum of 10 years of experience in a similar role.The successful candidate will be responsible for maintaining the daily transaction entry and reconciliation,...
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Financial Services Professional
3 weeks ago
Riverside, California, United States Atria Wealth Solutions Full timeFinancial Advisor Job DescriptionAs a Financial Advisor at Wescom Financial Services, LLC, you will play a crucial role in helping our members achieve their long-term financial goals. We are seeking a highly skilled and motivated individual to join our team and provide expert financial guidance to our clients.Key Responsibilities:Meet with clients to...
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Financial Services Professional
5 days ago
Riverside, California, United States Atria Wealth Solutions Full timeJob Title: Financial AdvisorWe are seeking a highly skilled and experienced Financial Advisor to join our team at Wescom Financial Services, LLC. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our members, helping them achieve their long-term financial goals.Key Responsibilities:Meet with and profile...
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Financial Services Professional
3 weeks ago
Riverside, California, United States Atria Wealth Solutions Full timeJob Title: Financial AdvisorWe are seeking a highly skilled Financial Advisor to join our team at Wescom Financial Services, LLC. As a Financial Advisor, you will play a critical role in helping our members achieve their long-term financial goals.Job Summary:The Financial Advisor will be responsible for meeting with and profiling credit union members to...
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Financial Services Professional
2 weeks ago
Riverside, California, United States Atria Wealth Solutions Full timeJob Title: Financial AdvisorWe are seeking a highly skilled and experienced Financial Advisor to join our team at Wescom Financial Services, LLC. As a Financial Advisor, you will play a critical role in helping our members achieve their long-term financial goals.Job Summary:The Financial Advisor will be responsible for meeting with and profiling credit union...
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Senior Services Coordinator
4 weeks ago
Riverside, California, United States Family Services Association Full timeJob Title: Resident Service CoordinatorFamily Services Association is seeking a highly motivated and compassionate Resident Service Coordinator to join our team. As a key member of our staff, you will play a vital role in providing service coordination, assessment, case management, advocacy, and linkages to seniors living in the Mission Villas Community.Key...
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Financial Services Administrative Assistant
3 weeks ago
Riverside, California, United States Bail Hotline Full timeJob Title: Financial Services Administrative AssistantWe are seeking a highly organized and detail-oriented Administrative Assistant to join our Financial Services Department at Bail Hotline. As a key member of our team, you will provide exceptional support to our Collections Representative and clients, ensuring seamless communication and data entry.Key...
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Senior Sales Representative
3 weeks ago
Riverside, California, United States Packsmart LLC Full timeJob Title: Senior Sales RepresentativeWe are seeking a highly motivated and experienced Senior Sales Representative to join our team at Packsmart LLC. The ideal candidate will have a strong background in sales, with a proven track record of achieving sales targets and a willingness to travel frequently to meet with clients and attend industry events.Key...
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Member Service Representative
4 weeks ago
Riverside, California, United States Altura Credit Union Full time{"title": "Member Service Representative", "description": "Job SummaryAltura Credit Union is seeking a highly skilled Member Service Representative to provide exceptional service to our members. As a key member of our team, you will be responsible for delivering top-notch customer service, resolving member inquiries, and promoting our financial products and...
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Customer Service Representative
1 week ago
Riverside, California, United States Volt Full timeJob Title: Customer Service RepresentativeVolt is seeking a highly skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, resolving their issues, and ensuring their satisfaction.Key Responsibilities:Receive and process customer...
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Customer Service Representative
2 weeks ago
Riverside, California, United States First Class Plumbing & Rooter Servi Full timeJob Title: CSR / Dispatch HybridJob SummaryFirst Class Plumbing & Rooter Servi is seeking a highly skilled Customer Service Representative and Dispatch Hybrid to join our team. As the initial voice of our company, you will be responsible for communicating with customers to identify their needs, process requests, and provide solutions that ensure a great...
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Customer Service Representative
3 weeks ago
Riverside, California, United States Altura Credit Union Full time{"title": "Member Services Representative", "description": "Job SummaryAltura Credit Union is seeking a highly skilled and customer-focused Member Services Representative to provide exceptional service to our members. As a key member of our team, you will be responsible for delivering "start to finish" member service, resolving member inquiries and issues,...