Financial Services Representative

About the RoleAt Western & Southern Life, we are seeking a highly skilled Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in meeting the financial needs of our clients by providing them with tailored solutions for risk protection, financial security, and wealth creation.Key...

Job Summary:We are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at Synovus. As a key member of our banking team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Process transactions and manage customer accounts with accuracy and...

About the RoleHired by Matrix is seeking a highly skilled Customer Service Representative to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service to our clients in the financial services industry.Key ResponsibilitiesHandle Incoming Calls: Respond to customer inquiries regarding various...

Job SummaryPNC Financial Services Group is seeking a highly skilled and customer-focused individual to join our Retail Branch organization as a Full-time Teller. As a key member of our team, you will be responsible for providing exceptional customer service, accurately processing high-volume customer banking transactions, and developing banking product...

Job Summary:We are seeking a highly skilled and bilingual Financial Services Representative to join our team at Randstad. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients in the financial services industry.Key Responsibilities:Respond promptly and professionally to inquiries from...

Job SummaryInsight Financial Planning is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for cultivating relationships with new and existing clients, providing ongoing advice and service, and supporting tenured Financial Advisors in servicing existing clients.Key...

Job SummaryKEMBA Financial Credit Union is seeking a highly skilled Virtual Branch Services Representative to provide exceptional service and support to our members. As a key member of our team, you will be responsible for delivering a superior level of service, meeting or exceeding productivity goals, and maintaining a high level of accuracy and compliance...

Job SummaryPNC Financial Services Group is seeking a highly skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions to clients, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key ResponsibilitiesLoan...

Job Opportunity**About Us**Symmetry Financial Group - Simple Solutions Financial Services LLC is a leading provider of mortgage protection solutions. We are seeking highly motivated and results-driven individuals to join our team as Business Development Representatives.Job SummaryWe are looking for individuals who are passionate about helping families...

About the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Equitable Advisors. As a key member of our Retirement Benefits Group, you will play a critical role in helping individuals and organizations plan for and protect their financial futures.Key ResponsibilitiesProvide financial products and...

Job OverviewComputing Concepts Inc is seeking a highly skilled Operation Support Specialist to join our team. As an Operation Support Specialist, you will be responsible for providing exceptional customer service to internal clients, ensuring seamless account opening and lifecycle management, and building strong relationships with internal stakeholders.Key...

Job OverviewPosition: Client Engagement RepresentativeReports to: Client Service ManagerStatus: Full-TimeRole SummaryThe Client Engagement Representative is essential in delivering outstanding service to clients across multiple platforms while ensuring adherence to organizational policies. This role involves suggesting customized financial solutions to cater...

Position Overview:As a Café Community Representative, you will play a vital role in enhancing the Capital One experience for our customers. Key Responsibilities:Foster an inviting atmosphere where customers and team members feel valued and included.Engage proactively with customers, assisting them with technology, showcasing our innovative services, and...

Position Title: Client Service RepresentativeCompensation: $19.17 Per HourWork Environment: Onsite Role in Columbus, OHRole Overview: The Client Service Representative is responsible for managing incoming calls related to various service inquiries on Brokerage accounts. This role requires responding with a high level of precision and efficiency while...

Chief Financial OfficerCreative Financial Staffing (CFS)We are seeking an experienced candidate for the CFO role within a reputable client in the financial services sector. As the Chief Financial Officer (CFO), you will play a crucial role in managing all financial operations, providing strategic direction, and ensuring the financial viability and growth of...

CHIEF FINANCIAL OFFICERAbout the Role:We are collaborating with a prominent financial services firm in search of a Chief Financial Officer. This executive role is pivotal in guiding the Firm's Executive Committee, playing a crucial part in the Firm's growth and success through adept financial stewardship.Key Responsibilities of the Chief Financial Officer...

Job OverviewAs a Sales and Marketing Professional with Mike Mathers - State Farm Agent, you will play a key role in building and developing customer relationships within the community to promote State Farm products, including auto, home, and life insurance.Key ResponsibilitiesEstablish and Maintain Customer RelationshipsProvide Exceptional Customer...

Chief Financial OfficerAbout the Role:We are collaborating with a prominent financial services firm in search of a Chief Financial Officer. This role serves as a vital strategic partner to the Executive Committee, playing a key role in the firm's overall performance and expansion through proficient financial oversight.Key Responsibilities:Financial Strategy...

Job SummaryRussell Tobin is seeking a highly skilled and professional Customer Service Representative to join our team. As a key member of our client support service team, you will be responsible for handling incoming calls regarding various service inquiries on our company accounts.Key Responsibilities:Manage incoming calls regarding our financial products...

Job SummaryRandstad is seeking a highly skilled Customer Service Representative to join our team. As a Call Center Agent, you will be responsible for providing exceptional customer service to our clients in the financial services industry.Key ResponsibilitiesRespond to incoming calls from clients and provide accurate and timely information about our...