Financial Services Specialist

Key ResponsibilitiesWe are seeking a Financial Services Associate to join our team at Wagner Insurance and Financial Services. In this role, you will be responsible for marketing insurance products, developing leads, and building strong relationships with clients.You will work closely with our agents to identify client needs, develop personalized solutions,...

At Lendmark Financial Services, we believe in creating a fast-paced, high-growth, team-oriented, and great culture environment where our employees can thrive. We value each customer and understand that people want to do business with people who care. That's one way we differ from our competitors. We are proud of what we as a team have accomplished, and our...

About UsLendmark Financial Services is a company that prioritizes the quality of its employees and their commitment to customers. We believe that people want to do business with those who care about them, which sets us apart from our competitors.We offer a range of benefits, including medical, dental, and vision coverage, paid time off, and a 401(k) plan....

At Wagner Insurance and Financial Services, we are seeking a talented and enthusiastic Customer Service Agent - Insurance and Financial Services to join our team in Charleston, SC.The successful candidate will have a strong passion for delivering exceptional customer service, a keen eye for detail, and excellent communication skills.Salary: $30,000.00 -...

Are you looking for a career in financial services?Job DescriptionA Senior Investment Advisor at Stone Press Financial Group will spend their day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. To excel in this role, you should already have the appropriate licenses and deep...

ResponsibilitiesGreet, assist, and solicit individuals entering the office and calling by phone; receive and process credit and employment verifications, and record information obtained; process payments, distributions, make recommendations regarding loan approvals; approve loans up to established lending limits, complete loan closings, handle account...

About the RoleWe are looking for a Customer Service Financial Specialist to process daily invoices, manage billing disputes, and maintain positive relationships with customers and team members.The successful candidate will have an Associate's degree (or equivalent) and at least 5 years of experience in a similar role.Key Responsibilities:Process daily...

Job DescriptionThis position supports Bank products and services in the execution of daily sales activities at an advanced level of service ability.ResponsibilitiesService & Support: Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries.Documentation:...

OverviewLendmark Financial Services is a company that values its employees and customers. We strive to provide exceptional customer experiences while providing personal loan solutions.

Job DescriptionAt Lendmark Financial Services, we prioritize the success of our employees and their commitment to our customers. Our team values each customer and understands that people prefer to do business with individuals who genuinely care.We differentiate ourselves from competitors through our dedication to excellence and a growth-oriented environment....

About UsWe are a forward-thinking organization at the forefront of innovation and technology. Our mission is to deliver cutting-edge solutions that exceed expectations.Our Team:We are a diverse group of professionals dedicated to excellence.We foster a culture of collaboration and continuous learning.We strive for innovation and creativity in all aspects of...

About the JobWe are seeking a skilled Financial Transaction Specialist to join our team at IFAS. As a key member of our team, you will be responsible for reviewing, analyzing, and processing vouchers, invoices, travel, and special payments in support of our operations.The ideal candidate will have a strong understanding of Federal accounting and financial...

Brookfield Properties is seeking a Financial Reporting Specialist to join our team.We are looking for a highly skilled professional to support our Director of Asset Management in preparing materials for investor reporting activities and handling various asset management requests.This is a full-time opportunity with a competitive estimated salary range of...

About UsWe are a leading financial services firm dedicated to helping entrepreneurial individuals achieve their long-term financial goals. With our robust resources and experienced advisors, you will have the tools to drive your career and make a meaningful impact in people's lives.

Job OverviewWe are seeking a highly skilled and motivated individual to join our team as a Financial Services Coordinator. In this role, you will have the opportunity to work closely with clients to understand their financial goals and objectives, and provide tailored solutions to help them achieve success.The ideal candidate will possess excellent...

About the RoleAs a Financial Services Associate at Star USA Federal Credit Union, you will play a critical role in providing exceptional service to our members while supporting the financial services operations of our branches.Your primary responsibilities will include:Providing assistance with financial services, including direct deposits, account openings,...

Job Overview:Brookfield Properties seeks a highly skilled Financial Relations Specialist to support the Director of Asset Management in preparing materials for investor reporting activities and handling various asset management requests.Estimated Salary Range: $80,000 - $110,000 per annum, depending on experience and qualifications.About the Role:Support the...

We are seeking a highly skilled and motivated Loan Consultant I to join our team at Lendmark Financial Services. As a Loan Consultant I, you will provide exceptional customer experience while offering personal loan solutions. You will build a customer base through sales, loan extension, and merchant referrals. Your success will be based on creation of...

Job DescriptionWe are seeking a highly skilled Financial Services Associate to join our team at Star USA Federal Credit Union. This role involves providing exceptional customer service, handling direct deposit needs, and offering support with various financial products and services.The successful candidate will be responsible for transactions, account...

About the RoleThis Client Service Associate role is a key position within Simplex, requiring a high level of professionalism, organization, and attention to detail. If you are a motivated individual with excellent communication skills and experience in client-facing roles, we encourage you to apply.Key SkillsClient service support.Financial services...