Financial Services Representative

Unlock Your Potential as a Financial Services RepresentativeAre you passionate about helping people and building a successful career in financial services? Look no further than Fidelity Investments, where you can develop your skills and expertise as a Financial Services Representative.As a Financial Services Representative, you will be responsible for...

Job OverviewWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Shoua Lee - State Farm Agent. As a key member of our team, you will play a vital role in growing our agency through meaningful client relationships and providing exceptional customer service.Key ResponsibilitiesEstablish and maintain...

Job DescriptionAs a Financial Services Representative for Shoua Lee - State Farm Agent, you will play a vital role in our daily business operations and customer success. Your primary responsibility will be to establish and maintain meaningful customer relationships, acting as a liaison between customer needs and agency departments. You will also be...

Job OverviewAs a Financial Services Representative for Shoua Lee - State Farm Agent, you will play a vital role in our daily business operations and customer success. Your primary responsibility will be to establish and maintain strong customer relationships, ensuring that their needs are met and exceeded.Key ResponsibilitiesEstablish and maintain customer...

Job Summary: We are seeking a Patient Services Representative to join our team at CommonSpirit Health. As a Patient Services Representative, you will be the first point of contact for patients, physicians, and other clinic staff, providing prompt, accurate, courteous, and helpful phone and related assistance. Responsibilities: Provide exceptional customer...

Member Services RepresentativeFolsom, CA - Taymax Group is seeking a highly motivated and customer-focused Member Services Representative to join our team at our Folsom location. As a key member of our front desk team, you will be responsible for providing exceptional customer service to our members, prospective members, and guests.Key...

Member Services RepresentativeFolsom, CA - Join Taymax Group, a leading fitness company, in providing a high-quality fitness experience in a welcoming, non-intimidating environment, known as the Judgement Free Zone.Job SummaryWe are seeking a highly motivated and customer-focused Member Services Representative to join our team. As a key member of our front...

Job Title: Sr Client RepresentativeAt the California ISO, we are seeking a highly skilled and experienced Sr Client Representative to join our team. As a key member of our customer support team, you will be responsible for providing exceptional service to our stakeholders and customers, addressing their transactional issues, and ensuring timely resolution of...

Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at ConferenceDirect. As a key member of our Contact Center, you will be responsible for providing exceptional service to our clients and ensuring their needs are met with professionalism and efficiency.Key ResponsibilitiesHandle incoming calls and...

Unlock Your Potential as a Sales RepresentativeAt Expert Seekers Training, we're committed to helping you succeed in the world of insurance sales. As an Outside Sales Representative, you'll have the opportunity to work with a dynamic team and build a rewarding career in financial services.Key Responsibilities:Collaborate with mentors and colleagues to drive...

Job Title: Insurance Sales RepresentativeWe are seeking a highly motivated and goal-oriented Insurance Sales Representative to join our team at Freeway Insurance Services America LLC. As an Insurance Sales Representative, you will be responsible for selling nonstandard auto insurance to new and existing customers.Key Responsibilities:Solicit new business and...

Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Strauch & Company. As a key member of our retail sales team, you will be responsible for providing exceptional customer service, selling a variety of products, and maintaining a clean and safe store environment.Key...

Customer Assistance Representative Sr (CAR Sr)The Customer Assistance Representative Sr (CAR Sr) will provide exceptional customer service by assisting both internal and external customers, primarily face-to-face, supporting their branch and rental needs.This role requires a high level of customer service skills, with the ability to gain knowledge through...

Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our retail team, you will be responsible for providing exceptional customer service, selling products, and maintaining a clean and safe store environment.Key Responsibilities:Provide excellent customer...

About Allworth FinancialAllworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. With a direct approach to financial planning, we deliver long- and short-term investment planning solutions and advice to help clients achieve their goals and plan...

Job Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our team at Allworth Financial. As a Tax Manager, you will be responsible for providing tax services to clients, including federal, state, and local income tax preparation, tax projections, and analysis. You will also assist our advisors and financial planning team with strategic tax...

Job Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our team at Allworth Financial. As a Tax Manager, you will be responsible for providing tax services to clients, including federal, state, and local income tax preparation, tax projections, and analysis. You will also assist our advisors and financial planning team with strategic tax...

Job Title: RVP, Client AcquisitionAbout Allworth FinancialAllworth Financial is a leading independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. Our team of experts delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan...

Job SummaryThe Business Analyst is responsible for the financial and management reporting, analysis, forecasting, and budgeting processes for their designated region. This role acts as primary accounting support to the operating locations, providing expertise in financial analysis, budgeting, and forecasting to ensure accurate and timely financial...

Job Title: Senior Tax AdvisorAt Allworth Financial, we are seeking a highly skilled Senior Tax Advisor to join our team. As a Senior Tax Advisor, you will be responsible for providing tax services to clients, including federal, state, and local income tax preparation, tax projections, and analysis. You will also assist our advisors and financial planning...