Financial Services Transition Expert

About DJS Financial Services LLCDJS Financial Services LLC is a leading provider of financial expertise, serving clients with integrity and dedication.

About the Role:Collabera is seeking a highly skilled Financial Services Transition Coordinator to join their team. This individual will be responsible for transitioning financial advisor accounts to internal systems, requiring strong analytical skills and attention to detail.In this role, you will participate in 2-3 weeks of training before being sent on...

About the RoleWe are seeking a skilled Sales Expert to join our team as a Financial Services Representative. In this role, you will collaborate closely with mentors and operate as part of a cohesive team to sell financial products such as IULs, annuities, and life insurance. Your key responsibilities will include engaging prospects over the phone, scheduling...

About UsLac Courte Oreilles Financial Services is a leading financial institution that provides a range of financial services to individuals and businesses. We are committed to delivering exceptional customer service and building long-term relationships with our clients.Our team is dedicated to helping our customers achieve their financial goals, whether...

Job OverviewCAR Financial Services is a leading national company that provides financial services for independent auto dealers. We are dedicated to improving cash flow and supporting capital needs for sub-prime automobile dealers in the everchanging auto finance industry.Our team is committed to working with driven, like-minded individuals who value customer...

About the PositionCAR Financial Services is a national company and industry-leading provider of financial services for independent auto dealers.Job Summary: We are looking for a highly motivated Financial Services Coordinator to support our team in St. Louis, MO.Responsibilities:Providing exceptional customer service to resolve billing issues, answer service...

As a premier provider of IT solutions, ITP is committed to delivering exceptional results and building long-lasting relationships with our clients. We are seeking a talented Government Cloud Transition Expert to join our team and help us achieve our goals.In this role, you will be responsible for designing, developing, and deploying cloud systems that meet...

As a Client Service Associate at Stifel Financial, you will play a vital role in supporting our financial advisors and providing exceptional service to our clients. With a salary range of $55,000 to $75,000 per year, this opportunity offers a competitive compensation package and the chance to grow your career in a dynamic industry.Your primary...

About the Job:Lac Courte Oreilles Financial Services is looking for a reliable Loan Processor to perform loan approvals. As a Loan Processor, you will play a vital role in facilitating loan approvals while maintaining our organization's reputation.Responsibilities:Review loan applications and evaluate eligibilityCommunicate with customers to clarify loan...

Job SummaryWe are seeking a highly motivated and detail-oriented Financial Services Specialist to join our team in St. Louis, MO.The successful candidate will be responsible for interacting with customers who are past due, answering billing inquiries, and resolving disputes.As a key member of our team, you will also perform data entry, maintain open...

Company OverviewMajor Investment Advisory Firm, WallStJobs, dedicated to helping clients achieve financial success through expert guidance, personalized investment strategies, and exceptional service seeks a Financial Services Representative to join their team.

Check 'n Go is seeking a Portfolio Service Expert to provide exceptional customer service and support. As a Portfolio Service Expert, you will work closely with customers to understand their financial needs and provide personalized solutions.About the CompanyWe are a leading provider of financial services, dedicated to helping customers achieve their...

About the PositionWe are seeking a highly skilled Transition Specialist to join our team as a Financial Services Liaison. This role offers an excellent opportunity for career growth and development, with the potential to advance to more senior positions within the company.As a key member of our Securities Operations department, you will be responsible for...

About the RoleWe are seeking a skilled Transition Specialist to join our team as a Financial Services Liaison. As a key member of our Securities Operations department, you will be responsible for facilitating transitions between external firms and our internal systems.The ideal candidate will possess excellent analytical skills, attention to detail, and the...

About the RoleWe are seeking a highly skilled Financial Services Representative to join our team at Gateway Metro Credit Union. As a key member of our staff, you will be responsible for providing exceptional service to our members while maintaining a clean and organized branch environment.Job SummaryThe successful candidate will possess excellent...

Job Overview:Build-A-Bear is seeking an experienced Financial Analyst II to join our dynamic team.The ideal candidate will have a strong background in finance, excellent analytical skills, and the ability to communicate complex financial information effectively.About the Job:The Financial Analyst II will be responsible for providing financial insights and...

**Company Overview**Community Choice Financial Family of Brands is a leading retailer of financial services to unbanked and underbanked consumers. We have worked to create a welcoming and inclusive environment where Team Members can collaborate freely to help spark innovation, drive creativity, advance their skillset, and move their career forward.We are...

Expert Regulatory Guidance for Financial InstitutionsThe successful candidate will provide strategic legal support to our financial services firm, focusing on compliance with federal securities laws and regulations. This role involves collaboration with business leaders to develop solutions that meet legal and regulatory obligations while enhancing client...

Job OverviewThis is a unique opportunity to join Collabera as a Transition Specialist, where you will play a critical role in running field transitions for external firm Financial Advisors. The position involves meeting with these advisors and partners to transfer customer accounts to our internal systems.The ideal candidate will have excellent analytical...

Job OverviewEdward Jones is seeking an experienced attorney to partner with business leaders across the firm to provide strategic legal support and ensure compliance with federal securities laws. The ideal candidate will have a strong understanding of financial regulations and be able to interpret complex rules and guidance.This role involves working closely...