Financial Services Representative
4 hours ago
We are seeking a highly skilled and dedicated professional to join our team as a Client Services Specialist at Dawson. This is a permanent opportunity with a competitive hourly rate of $20.00-$25.00.
Key Responsibilities:- Manage client investment accounts and financial portfolios
- Attend client meetings and provide regular communication
- Support compliance needs and ensure regulatory adherence
- Utilize CRM software and handle account applications and paperwork
- Collaborate with portfolio managers and financial advisors to meet client needs
- Commitment to a long-term position (10 years or more)
- Experience with CRMs and investment software
- Strong interpersonal skills and pleasant disposition
- High attention to detail and effective note-taking abilities
- Comfort with technology and proficiency in Microsoft Office Suite
- Excellent organizational and time management skills
- Strong analytical and research skills
- 401K retirement plan
- Vacation time
- Flexible work environment in a professional office
Please note that there is no insurance offered. If you are a motivated and detail-oriented individual with a passion for client service, we encourage you to apply for this exciting opportunity.
-
Financial Services Representative
5 days ago
Dublin, Ohio, United States Fifth Third Full timeJob SummaryFifth Third Bank is seeking a highly motivated and customer-focused Personal Banker Associate I to join our team in Dublin, Ohio. As a key member of our Financial Center, you will be responsible for providing exceptional customer service, building relationships, and driving sales growth through the consultative sales process.Key...
-
Financial Services Representative
2 days ago
Dublin, Ohio, United States Dawson Full timeJob OverviewDawson is seeking a highly skilled Financial Services Representative to join our team. As a key member of our client service team, you will be responsible for managing all aspects of client investment accounts and providing exceptional service to our clients.Key ResponsibilitiesManage client investment accounts, including portfolio management and...
-
Customer Service Representative
2 weeks ago
Dublin, Ohio, United States Alex Mascaro - State Farm Agent Full timeAbout Our AgencyAlex Mascaro - State Farm Agent is a dynamic and growing insurance and financial services office dedicated to making a positive impact in the lives of our customers and the community. We are passionate about helping individuals and families manage the risks of everyday life, recover from the unexpected, and achieve their long-term goals.Our...
-
Senior Financial Analyst
3 days ago
Dublin, Ohio, United States Creative Financial Staffing Full timeAbout the RoleWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a key role in providing financial analysis and support to our clients.ResponsibilitiesPerform financial analysis and reporting to support business decisionsDevelop and maintain financial models and...
-
Senior Financial Analyst
3 weeks ago
Dublin, Ohio, United States Creative Financial Staffing Full timeAbout the Role:Creative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will play a key role in providing financial analysis and support to our clients.Responsibilities:Perform financial analysis and reporting to support business decisionsDevelop and maintain financial models and forecastsAssist...
-
Customer Service Representative
2 weeks ago
Dublin, Ohio, United States Fifth Third Full timeAbout the Role:We are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our Financial Center team, you will be responsible for providing exceptional customer service, building relationships, and driving sales growth.Key Responsibilities:Provide personalized service to customers,...
-
Customer Service Representative
1 week ago
Dublin, Ohio, United States BMI Federal Credit Union Full timeAbout BMI Federal Credit UnionBMI Federal Credit Union is a not-for-profit, financial cooperative providing banking services to our member-owners. Our goal is simple - to improve the financial well-being of our members and our community.Job SummaryWe are seeking a highly skilled and customer-focused Contact Center Representative to join our team. As a...
-
Customer Service Representative
6 days ago
Dublin, Ohio, United States BMI Federal Credit Union Full timeAbout BMI Federal Credit UnionBMI Federal Credit Union is a not-for-profit, financial cooperative providing banking services to our member-owners. Our goal is simple - to improve the financial well-being of our members and our community.Job SummaryWe are seeking a highly skilled and customer-focused Contact Center Representative to join our team. As a...
-
Customer Service Representative
6 days ago
Dublin, Ohio, United States Fifth Third Full timeAbout the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Lead CSR/Teller. As a key member of our Financial Center, you will be responsible for providing exceptional customer service, building relationships, and driving sales growth.Key ResponsibilitiesDeepen relationships with customers by listening to their needs,...
-
Customer Service Representative
1 week ago
Dublin, Ohio, United States Fifth Third Full timeAbout the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our Financial Center team, you will be responsible for providing exceptional customer service, building relationships, and driving sales growth.Key ResponsibilitiesProvide personalized service to customers,...
-
Insurance Sales Representative
2 weeks ago
Dublin, Ohio, United States Allstate - Lengal Financial Agency Full timeJob OverviewAt Allstate - Lengal Financial Agency, we are seeking a highly motivated and confident individual to join our team as an Insurance Sales Representative. This is an exciting opportunity for a career-minded individual to start their path in sales and service.Key ResponsibilitiesProspect and generate new business through leads and referral...
-
Financial Operations Specialist
4 days ago
Dublin, Ohio, United States Creative Financial Staffing Full time{"title": "Accounts Receivable/Accounts Payable Clerk", "description": "Financial ExcellenceAs a key member of our team, you will play a vital role in ensuring our financial success. Your contributions will directly impact our company's growth and stability.Personal TouchJoin a team that values meaningful relationships with its customers. You'll be part of...
-
Customer Service Representative
2 weeks ago
Dublin, Ohio, United States Fifth Third Full timeAbout the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our Financial Center team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Experience: Deepen relationships with customers by...
-
Customer Service Representative
5 days ago
Dublin, Ohio, United States Fifth Third Full timeAbout the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Lead CSR/Teller. As a key member of our Financial Center, you will be responsible for providing exceptional customer service, building relationships, and driving sales growth.Key ResponsibilitiesDeepen customer relationships by actively listening, asking...
-
Customer Service Representative
2 weeks ago
Dublin, Ohio, United States Fifth Third Full timeTransform Banking with ExcellenceWe're seeking a dedicated professional to join our team at Fifth Third Bank. As a Customer Service Representative, you'll play a vital role in delivering exceptional customer experiences and driving business growth.Key Responsibilities:Customer Experience: Build strong relationships with customers, understand their needs, and...
-
Lead Financial Accountant
4 weeks ago
Dublin, Ohio, United States Creative Financial Staffing Full timeSENIOR ACCOUNTANT POSITIONCOMPANY OVERVIEWCreative Financial Staffing is a prominent player in the financial services sector, dedicated to connecting top talent with leading organizations. We are currently seeking a Senior Accountant to join our client's team.WHY CONSIDER THIS SENIOR ACCOUNTANT ROLE?Supportive workplace cultureAttractive salary package and...
-
Real Estate Financial Analyst
3 weeks ago
Dublin, Ohio, United States Tailored Shared Services Full timeAbout Tailored Shared Services:Company Overview:Tailored Shared Services is a prominent provider of specialized retail solutions, focusing on menswear, including formal and business casual attire. We pride ourselves on being a leading supplier of tuxedo rental services across North America, operating under various well-known brands. Our mission is to empower...
-
Real Estate Financial Analyst
4 weeks ago
Dublin, Ohio, United States Tailored Shared Services Full timeAbout Tailored Shared Services:Company Overview:Tailored Shared Services is a prominent omnichannel retailer specializing in menswear, offering a diverse selection of suits and business casual attire. We are recognized as the leading provider of tuxedo rental services across North America, operating under various well-known brands. Our mission is to empower...
-
Real Estate Financial Analyst
3 weeks ago
Dublin, Ohio, United States Tailored Shared Services Full timeAbout Tailored Shared Services:Company Overview:Tailored Shared Services is a prominent provider of specialized retail solutions, focusing on menswear, including formal attire and a variety of business casual selections. We pride ourselves on being a key player in the tuxedo rental market across North America. Our operations span all regions, delivering...
-
Customer Service Representative
6 days ago
Dublin, Ohio, United States Fifth Third Full timeAbout the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our Financial Center team, you will be responsible for providing exceptional customer service, building relationships, and driving sales growth.Key ResponsibilitiesProvide personalized service to customers,...