Financial Services Representative

About UsThe Beer Financial Group is a FORTUNE 500 company that provides a wide range of financial services to over 5 million people. We're committed to making a meaningful impact in our clients' lives through our expertise and guidance.Our TeamMitchell Beer, Managing Partner, has been with Northwestern Mutual since 1989 and has a proven track record of...

Job SummaryWe are seeking a motivated and detail-oriented Financial Center Client Service Representative to join our team. As a key member of our financial center, you will be responsible for providing exceptional client service, processing transactions accurately, and introducing products and services that meet the needs of our clients.About UsAt Bank of...

Job DescriptionThe Life Insurance Producer at Makanvand Financial Corp plays a critical role in helping clients achieve their financial goals. As a key member of our team, you will be responsible for selling life insurance products, analyzing client needs, and building long-term relationships with clients.Key Performance Indicators:Sales performance...

About the RoleThis is an exciting opportunity to join BMO Financial Group as a Senior Premier Relationship Manager. As a key member of our team, you will be responsible for managing a portfolio of high-net-worth clients, collaborating with branch locations and financial advisors, and delivering exceptional experiences.You will serve as the primary client...

Overview of the PositionMakanvand Financial Corp. is seeking a skilled Insurance Sales Specialist to join our team as a Life Insurance Producer. This is a remote position that offers a competitive salary and benefits package, including a base salary of $3,000 - $8,000 per month and performance bonuses.Job ResponsibilitiesSell life insurance products to...

Job OverviewE-Central Credit Union is seeking a highly skilled Loan Officer to join our team. As a Loan Officer, you will be responsible for growing new and existing profitable business relationships by collaborating with the Lending team.About the RoleThis full-time position requires a minimum of two years of experience in consumer lending. The successful...

Company OverviewWe are a leading provider of food service equipment and supplies, seeking a career-minded individual to join our sales team. Our 40,000sqft showroom is the hub for sales from large equipment to smallwares.Salary InformationThe successful candidate can expect an hourly wage plus commissions, resulting in an estimated annual salary of...

Company OverviewWe are a leading provider of food service equipment and supplies. Our mission is to deliver exceptional solutions to our customers, enabling them to succeed in their businesses.SalaryThe hourly rate for this position is estimated at $25-$35 per hour, with the potential for substantial commissions based on sales performance.Job DescriptionWe...

**Job Overview:**We are seeking a talented Customer Service Representative - Bilingual to join our team in Pasadena, CA. As a Customer Service Representative, you will be responsible for handling customer inquiries, resolving issues, and providing exceptional customer service.Key Responsibilities:Handle inbound calls and correspondenceResolve all aspects of...

Job OverviewKelly Services is seeking a skilled Customer Service Representative to join our team. This full-time, 6-month contract role offers an excellent opportunity for individuals who are passionate about social work and customer service.Position Details:Type: Full-time, 6-month contract (potential to hire)Location: Pasadena, CASchedule: Monday-Friday,...

About the RoleThis is an exciting opportunity to lead client relationships, provide expertise in accounting services, and drive business growth with a reputable firm in Pasadena. As a highly skilled Accounting Manager, you will take ownership of a client portfolio, deliver exceptional service, and build long-lasting relationships in the community.Key...

BMO Financial Group OverviewAt BMO, we're driven by a shared Purpose: Boldly Grow the Good in business and life. Our mission is to create lasting, positive change for our customers, communities, and people.The Premier Services team helps mass affluent clients make real financial progress by understanding and planning for what's next. As a Senior Premier...

ResponsibilitiesAs a Financial Services Advisor, you will be responsible for ensuring all paperwork is submitted accurately and promptly, following up with clients to ensure their satisfaction, and attending weekly virtual webinars to stay updated on products and services.This is an excellent opportunity to build a rewarding career in the financial services...

The role of a Financial Center Client Service Professional at Bank of America involves providing exceptional client experiences, processing transactions efficiently, and introducing products and services that meet client needs.As a key representative of the bank, you will be responsible for ensuring clients are connected to the appropriate team member to...

Job OverviewWe are seeking an experienced Sales Representative to join our team as an Outside Sales Representative. This role involves identifying and pursuing new business opportunities, building relationships with clients, and providing exceptional customer service.Key Responsibilities:Identify and pursue new business opportunities through prospecting and...

We are seeking a highly skilled and detail-oriented Chief Financial Operations Coordinator to join Ultimate Staffing Services in Pasadena, CA.About the RoleThis is an exciting opportunity for a motivated professional with experience in reconciliations and accounting to work in a dynamic environment. The ideal candidate will have a strong background in...

About the RoleWe are seeking a Senior Financial Services Representative to join our team in Woodland Hills or Palm Desert, CA. As a key member of our team, you will be responsible for identifying and pursuing new business opportunities, developing and implementing customized financial plans, and providing exceptional client service.Key...

Company OverviewThe Beer Financial Group is a leading provider of financial services, dedicated to helping individuals achieve their goals and secure their future. Our team of experienced professionals is committed to delivering exceptional results and building long-lasting relationships with our clients.SalaryWe offer a highly competitive salary range of...

Company OverviewBrewing Success in Financial ServicesAt Beer Financial Group, a network within Northwestern Mutual, we're passionate about empowering individuals and families to secure their financial future. Our commitment to excellence has earned us a spot among the top 20 in Diversity & Inclusion, with nationally recognized advisors.SalaryThe estimated...

OverviewEast West Bank, a leading financial institution serving the U.S. and Greater China markets, is seeking a skilled Financial Services Operations Specialist to join its team. This role is responsible for providing exceptional customer service to cardholders and internal customers, while conducting simple general ledger reconciliation and settlement...