Financial Services Advisor

Job DescriptionWe are seeking a motivated college student to join our team as a Client Services Assistant. This part-time paid internship will provide hands-on experience in a professional financial services environment.Key Responsibilities:Assist with front office duties, including client reception.Provide support with incoming calls and client service...

Company OverviewEast West Bank is a leading financial institution dedicated to providing exceptional service and innovative solutions to its clients. With a strong presence in the market, we are committed to delivering top-notch financial services that meet the evolving needs of our customers.About the RoleWe are seeking a highly skilled and experienced...

Collections Specialist RoleAt Creative Financial Staffing, we are seeking a skilled Financial Recovery Specialist to join our team. As a key member of our collections team, you will be responsible for collecting payments on past due invoices via phone calls and collection emails or other correspondence. Your excellent organizational and communication skills...

About the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at BMO Financial Group. As a key member of our Premier Services team, you will be responsible for managing and growing an assigned portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesDevelop and maintain...

Job SummaryCalifornia Credit Union is seeking a highly skilled and customer-focused Financial Services Representative to join our team. As a key member of our branch staff, you will be responsible for providing exceptional service to our members, assisting with financial transactions, and identifying opportunities for cross-selling our products and...

Customer Service Representative Job DescriptionAt First Financial Credit Union, we are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional service to our members, answering their inquiries, and resolving any issues they...

Job SummaryWe are seeking a highly skilled Senior Wealth Advisor to join our team at International Search Consultants. As a key member of our Financial Services division, you will be responsible for managing UHNW client relationships and developing new business opportunities.Key Responsibilities:Manage UHNW client relationships with a focus on trust and...

Job SummaryWe are seeking a Senior Manager to provide general accounting and financial advisory services to our clients. This person will play an integral role in expanding Weaver's service offerings, specifically in outsourced accounting, monthly financial reporting and U.S. GAAP financial statements.Key ResponsibilitiesBuild and manage a growing...

Job Title: Wellness AdvisorJob Summary:As a Wellness Advisor at Cherich Enterprises, you will play a pivotal role in driving membership sales and retaining valued members. You will provide exceptional customer service while helping new and returning students select classes, answer membership questions, and manage retail transactions.Key Responsibilities:•...

Job OverviewJoin a dynamic organization that offers a stable and growing environment with opportunities for career development and serving a profitable market.ResponsibilitiesAssess clients' financial situations by gathering information on investments, asset allocation, savings, tax planning, retirement planning, and estate planning, evaluating risk...

About the Role:Huff Insurance is seeking a skilled Customer Service Representative to join our team. As a key member of our team, you will be responsible for establishing and building relationships with internal and external customers and insurance carriers via phone and email.Key Responsibilities:Correspond and maintain contact with advisors regarding new...

Job DescriptionWeaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in various fields. Our goal is to bring a human element to the world of accounting, creating a diverse, collaborative, and entrepreneurial workplace culture.Our leaders genuinely care about the well-being of all employees and...

Job OpportunityWe're seeking a highly organized and detail-oriented Financial Administrator to join our team at Blue Ribbon CPA PC. The ideal candidate will have excellent communication skills and be able to work effectively in a fast-paced environment.Responsibilities:Assist with financial record-keeping and bookkeeping tasksPrepare and review financial...

Job SummaryWe are seeking a highly skilled Wealth Management Advisor to join our team at East West Bank. As a Wealth Management Advisor, you will be responsible for meeting with clients to assess their financial situation and provide personalized financial plans that meet their short- and long-term goals.Key ResponsibilitiesAssess clients' financial...

Job SummaryOversee the day-to-day operations of a Raymond James & Associates retail branch, ensuring efficient and profitable performance while maintaining excellent client service.Key ResponsibilitiesAttract, select, orient, train, and retain Financial Advisors and support staff.Continuously evaluate branch structure and strategic plan to promote overall...

About This RoleAt Bank of America, we're driven by a shared purpose to help make financial lives better. Our team is dedicated to delivering exceptional client service and building strong relationships with our customers. As a Financial Center Client Service Representative, you'll play a critical role in helping our clients achieve their financial goals.Key...

At The Bank of America Corporation, we strive to make a positive impact on our clients' financial lives. Our Client Service Representatives play a vital role in delivering exceptional service and solutions to our customers. Key responsibilities include:Key Responsibilities:Providing personalized service to clientsOffering financial solutions and...

OverviewAs a Financial Planning Manager at East West Bank, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.ResponsibilitiesAssess clients' financial situations by gathering information regarding investments, asset allocation, savings, tax planning,...

Vertical Careers, Inc. is seeking a highly skilled Sr. Financial Analyst to join our team in a key role that requires a deep understanding of financial modeling and credit risk management.The ideal candidate will have a strong background in accounting and finance, with a proven track record of analyzing complex financial data and developing predictive models...

Job DescriptionAt Cherich Enterprises, we are seeking a highly motivated and results-driven Wellness Advisor to join our team. As a key member of our sales team, you will play a pivotal role in driving membership sales and retaining our valued members.Key Responsibilities:Lead the full sales process, including lead generation, follow-up, and closing...