Financial Services Specialist

2 weeks ago


Madison, Wisconsin, United States Edward Jones Full time

We are seeking a highly skilled Financial Services Specialist to join our team at Edward Jones. As a key member of our branch team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service, and working closely with financial advisors to help clients achieve their long-term financial goals.

The ideal candidate will have excellent communication and interpersonal skills, be able to work independently, and possess a strong understanding of financial services and markets. A competitive salary range for this position is $20.04-$23.43 per hour, depending on experience.

Key Responsibilities:

  • Build and maintain strong relationships with clients
  • Provide exceptional service and support to clients
  • Work closely with financial advisors to develop and implement client strategies
  • Stay up-to-date on financial services and markets

Benefits:

  • Competitive salary range: $20.04-$23.43 per hour
  • Comprehensive 6-month training program
  • Opportunities for career growth and professional development
  • Flexible work environment
  • A wide support network that extends from your branch office to your region to the home office

About Us:

Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.



  • Madison, Wisconsin, United States Bulldog Financial Full time

    At Bulldog Financial, we help businesses and individuals achieve financial well-being through our innovative solutions.We're seeking a skilled Benefits Enrollment Specialist to join our team in South Dakota. As an independent agent, you'll build relationships with local businesses and drive revenue growth.The ideal candidate will have excellent sales and...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    About the RoleAs a Financial Operations Specialist at Creative Financial Staffing, you will play a critical role in maintaining accurate and organized financial records. This position involves inputting and managing financial data with a high degree of accuracy, providing administrative assistance to the finance department, and collaborating with team...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    Accounting Specialist RoleWe are seeking a skilled Accounting Specialist to join our team at Creative Financial Staffing. This is an exciting opportunity for a seasoned professional to take on key responsibilities in managing accounts payable and receivable processes, reconciling bank statements, and preparing payroll for union and nonunion employees.About...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    Our company, Creative Financial Staffing, is a global organization with a rich history of over 40 years.We are committed to making a positive impact in the world by providing top-notch financial services.Our employees enjoy strong longevity and leadership within the company, creating a stable and supportive work environment.We are seeking a highly skilled...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    About Our RoleAs a Financial Operations Specialist in our dynamic team at Creative Financial Staffing, you will play a crucial role in managing daily cash deposits and maintaining detailed control sheets.Your Key ResponsibilitiesInvestigate and resolve payment discrepancies, showcasing your problem-solving skillsProcess and reconcile chargebacks, returns,...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    Role Overview">Creative Financial Staffing is partnering with a leading company in the Madison area to find a dedicated Billing Specialist. This position offers an exciting opportunity to contribute to a dynamic legal environment during a period of remarkable growth.">About the Role">This Billing Specialist role will be responsible for generating accurate...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    Financial ExpertiseWe are seeking an accomplished Senior Tax Financial Specialist to join our team at Creative Financial Staffing. The ideal candidate will have a talent for tax preparation and planning, with experience handling various tax forms including 1120S, 1125E, 4562, 4797, 6765, Schedule K-1, and 7203, as well as individual filings for the CEO.Key...


  • Madison, Wisconsin, United States Goodwin Recruiting Full time

    As a Financial Services Career Specialist, you will play a crucial role in helping clients achieve their financial goals. With our company Goodwin Recruiting, you will have the opportunity to work with a diverse range of clients and build long-term relationships.About the JobThis is an exciting opportunity for a skilled Loan Officer or Mortgage Loan...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    About Creative Financial StaffingWe are a well-established organization serving the Madison community, dedicated to providing exceptional financial services.Our Company CultureWe value work-life balance, offering a flexible environment that supports family time and personal growth. Our collaborative atmosphere welcomes questions and fosters mentorship,...


  • Madison, Wisconsin, United States Securian Financial Group Full time

    **Company Overview:**Securian Financial Group is a leading provider of life insurance, investment products, and other financial services.**Job Summary:**We are seeking a highly skilled Financial Services Representative to join our Madison, WI branch office location. As a Fortune 500 company, we offer a unique opportunity to work with a variety of clients,...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    About Our OpportunityWe are seeking an experienced Senior Financial Analyst to join our team as a Cost Optimization Specialist. In this role, you will be responsible for performing thorough cost analysis and reporting to support financial decision-making processes.Key Responsibilities:Develop and maintain cost accounting systems and procedures to ensure...


  • Madison, Wisconsin, United States Securian Financial Group Full time

    At Securian Financial Group, we are seeking a skilled Premium Reconciliation Representative to join our team in Madison, WI. As a Fortune 500 company, we offer a range of life insurance, investment products, and financial services.About the RoleThis position is responsible for handling customer service-related inquiries that come to the Madison Branch...


  • Madison, Wisconsin, United States Securian Financial Group Full time

    About Securian FinancialSecurian Financial is a leading provider of life insurance, investment products, and financial services. Our company values innovation, teamwork, and customer satisfaction.Job OverviewWe are seeking a skilled Premium Reconciliation Representative to join our Madison, WI branch office location. As a Fortune 500 company, we provide...


  • Madison, Wisconsin, United States Securian Financial Group Full time

    About the RoleWe are seeking a highly skilled Financial Services Representative to join our team in Madison, WI. As a Premium Reconciliation Representative, you will be responsible for handling customer service-related inquiries and resolving issues related to insurance plan provisions and administrative procedures.


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    About Our ClientWe are a forward-thinking financial services company revolutionizing the industry through cutting-edge technology.Our leadership team is dedicated to employee success, embracing innovation and fostering creativity. You'll be part of a team pushing boundaries, solving complex challenges, and delivering exceptional results that impact our...


  • Madison, Wisconsin, United States Disability Solutions Full time

    At Disability Solutions, we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.If you thrive in an environment where your growth and development are encouraged and supported, then Disability Solutions may be the right place for you.We invite you to explore this opportunity...


  • Madison, Wisconsin, United States goVirtualOffice, LLC Full time

    Job Title:Financial Operations SpecialistWe are seeking an experienced Financial Operations Specialist to join our dynamic team at goVirtualOffice, LLC. As a key member of our finance department, you will play a vital role in supporting the implementation and management of cloud-based Enterprise Resource Planning (ERP) software.The ideal candidate will have...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    Company Overview:Creative Financial Staffing is a leading provider of staffing solutions for the financial industry. We take pride in fostering a growth-oriented culture that encourages employee longevity and success.Estimated Salary: $60,000 - $80,000 per annumJob Description:We are seeking a highly skilled Compliance Specialist to join our team. As a key...


  • Madison, Wisconsin, United States Recruitlink Full time

    Job Title: Financial Reporting Specialist">About Us:">Recruitlink is a leading recruitment agency dedicated to connecting talented professionals with exciting career opportunities. Our team of experts works closely with clients to understand their unique needs and preferences, providing personalized support throughout the hiring process.">About the Role:">We...


  • Madison, Wisconsin, United States Creative Financial Staffing Full time

    Job Summary:We are seeking a highly skilled Part Time Accounting Specialist to join our team at Creative Financial Staffing.About the Role:This part-time accounting position involves maintaining and updating financial records, preparing and processing invoices, payments, and bank reconciliations, assisting in month-end and year-end closing processes,...