Financial Services Professional

Job DescriptionNew York Life West Michigan is seeking a highly motivated and driven Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing financial security and peace of mind to our clients through our insurance, annuity, and investment solutions.Responsibilities:Collect and organize...

Job OverviewWe are seeking a highly skilled Financial Representative to join our dynamic team. As a Financial Representative, you will play a crucial role in providing exceptional service to our members by answering inquiries, resolving concerns, and guiding them through their financial journeys.Key Responsibilities: Handle an average of 200 inbound calls...

Financial Advisor Role OverviewAs a Financial Advisor at Northwestern Mutual, you will build long-lasting relationships with clients, offering guidance and solutions to help them meet their financial goals and objectives. Our Financial Advisors are supported by comprehensive training programs, mentoring, and unlimited access to resources to assist their...

Financial Advisor Role OverviewAs a Financial Advisor at Northwestern Mutual, you will have the opportunity to build long-lasting relationships with clients, offering guidance and solutions to help them meet their financial goals and objectives.Our Financial Advisors are supported by comprehensive training programs, mentoring, and unlimited access to...

Job OverviewModern District Financial is a leading Insurance & Financial Services firm in Michigan, with a strong presence in Traverse City, Grand Rapids, and Midland. We are seeking a motivated individual to join our team as a Financial Services Associate, where you will have the opportunity to develop your skills and knowledge in the financial services...

Job OpportunityPatty Osborn State Farm is seeking a skilled and empathetic professional to join our team as a Sales Team Member. As a customer-oriented expert, you will market and sell Life/Health/Auto and Home insurance services and products to benefit clients and their families.ResponsibilitiesDevelop leads, schedule appointments, identify customer needs,...

Job Title: Financial Operations ManagerJob Summary:The Financial Operations Manager will support the Controller in managing the day-to-day accounting operations of the company. This role ensures accurate financial reporting and compliance with internal policies and external regulations. The Financial Operations Manager will supervise accounting staff, handle...

Financial Records ManagerCreative Financial Staffing is seeking a skilled Financial Records Manager to manage and review the company's financial records.Key Responsibilities:Full-cycle accounts payable processingMatching invoices, data entry, and codingConducting weekly check runsScanning and organizing backlogged documentsInvestigating and resolving...

Job Summary:A Financial Services Representative at Flagstar Bank provides high-quality, prompt, and professional financial services to customers. This role involves interacting with clients, providing exceptional service, and assisting with account questions, problems, and complaints.Key Responsibilities:Sales Performance: Support team efforts to achieve...

Job OverviewNew York Life Insurance Company is seeking a motivated and detail-oriented Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for building relationships with clients, understanding their financial goals, and providing tailored advice and solutions.You will have the opportunity to...

Job SummaryWe are seeking a highly skilled Service Financial Coordinator to join our team at Yoh. As a Service Financial Coordinator, you will be responsible for managing the financial and operational aspects of our service activities.Key ResponsibilitiesManage service financial and operational tasks, including documentation, material requisition, job...

Job SummaryWe are seeking a highly skilled Service Financial Coordinator to join our team at Yoh. As a key member of our service team, you will be responsible for ensuring the timely and accurate completion of financial and operational tasks.Key ResponsibilitiesManage service financial and operational tasks, including documentation, material requisition, job...

Job SummaryAs a Member Service Representative at Meijer Credit Union, you will play a vital role in assisting members with their financial transactions. This includes handling cash and other negotiable instruments, accurately recording transactions, and providing exceptional customer service.Key ResponsibilitiesAssist members with financial transactions,...

Job Title: Financial Operations AssistantLocation: OnsitePay: $45,000 - $55,000Schedule: Monday - Friday, full-timeKey Responsibilities:Manage credit collections and credit holdsUtilize software for daily tasksEnsure accuracy in your work and maintain organized recordsCommunicate effectively with internal and external stakeholders when...

Job Summary:We are seeking a highly skilled Service Financial Coordinator to join our team at Yoh. As a Service Financial Coordinator, you will be responsible for managing the financial and operational aspects of our service activities.Key Responsibilities:Manage service financial and operational tasks, including documentation, material requisition, job...

Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at Cetera Investment Services LLC. As a Financial Advisor, you will be responsible for providing financial planning, investment management, and wealth management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for...

About the Role:The Personal Financial Services Representative is an entry-level position at Gesa Credit Union, responsible for assisting members with various financial services. This role involves establishing new member relationships, opening consumer deposit accounts, and performing account maintenance tasks.Key Responsibilities:Provide exceptional member...

At Fox Motors, we are seeking a highly skilled Financial Services Manager to join our team. As a key member of our finance department, you will be responsible for overseeing all financial transactions for vehicle purchases, including credit decisions, finance and insurance sales, and deal processing.Key Responsibilities:Sell financing and credit life,...

Job SummaryFox Motors is seeking a highly skilled Financial Services Manager to oversee all financial transactions for vehicle purchases. As a key member of our team, you will be responsible for developing and maintaining trust with our customers, building long-term relationships, and contributing to our overall vision of "Working together moving people...

Job OverviewAs a successful State Farm Agent, we are seeking a highly motivated and customer-focused professional to join our team as an Insurance and Financial Services Position. This role offers an exciting opportunity to help our business grow through value-based conversations and remarkable customer experiences.Key ResponsibilitiesEstablish and maintain...