Senior Financial Services Representative

About Rockefeller Capital Management:Established in 2018, Rockefeller Capital Management is a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...

We are seeking an experienced Financial Services Representative to join our team as a Senior Client Associate. The successful candidate will have at least 5 years of prior client service experience within the financial industry, or equivalent experience. A Series 7 & 66 registration is strongly preferred, or willingness to obtain.The ideal candidate will...

Financial Career OpportunitiesVanguard offers a hybrid working model that combines the benefits of flexibility with in-person learning and collaboration. As a Financial Services Representative, you will be part of a mission-driven team that is committed to delivering long-term client outcomes.In this role, you will engage with clients and provide...

Job OverviewCogir Senior Living is a leading provider of senior living communities, operating 90 communities across 11 states with over 8,500 units. We are committed to delivering exceptional care and amenities while fostering a thriving environment for residents and team members.Job SummaryThe Senior Property Accountant will be responsible for managing the...

We are seeking a talented Financial Services Representative to join our team at Americor in Scottsdale, AZ. As a Customer Service Representative, you will be responsible for delivering exceptional customer service and support to our clients.Your Key Responsibilities:Communicate effectively with customers and respond to their inquiries.Utilize call center...

Job Overview:A Financial Services Representative at Flagstar Bank plays a vital role in delivering exceptional client experiences. We are seeking a highly motivated and results-driven individual to join our team as a Client Relationship Specialist.

PNC Financial Services Group is seeking a Customer Service Representative to join our team in Scottsdale, Arizona. As a key member of our customer service team, you will play a critical role in delivering exceptional customer experiences and providing accurate and efficient banking services. The ideal candidate will possess strong communication skills, be...

Budgeting and Financial PlanningThis Director of Budgeting and Financial Planning position is responsible for overseeing the annual budgeting process, monthly and quarterly forecasting, and cash flow management activities. You will direct the preparation of budgets, forecasts, and cash flow projections for nearly 100 senior living communities and the...

Key ResponsibilitiesIn this role, you will be responsible for delivering exceptional customer service and building strong relationships with clients. You will process a variety of customer transactions, including deposits, withdrawals, and transfers, and provide accurate and timely information about our products and services. Additionally, you will identify...

About the Position: We are looking for a talented Financial Services Support Representative to join our team. In this role, you will support financial advisors in meeting client servicing needs and executing on account changes and trading needed to maintain advised client portfolios.Key Responsibilities:Partner with financial advisors to onboard and manage...

About the RoleWe are seeking a skilled Teller to join our team in Scottsdale, AZ. As a key member of our retail banking branch, you will provide excellent customer service, accurately process transactions, and develop banking product referral opportunities through strong relationships with customers.Key ResponsibilitiesProvide personalized customer...

About This RoleAs a Client Service Excellence Representative with Vanguard, you will be responsible for connecting with clients via inbound phone calls to assist with their account-related inquiries. You will serve as a subject-matter guide and cultivate an excellent client experience.This role offers the opportunity to work remotely once you complete our...

Job Summary:We are seeking a skilled Financial Services Representative to join our team at PNC Bank Corp. in Scottsdale, Arizona. As a key member of our team, you will play a critical role in delivering exceptional customer experiences and promoting financial wellbeing.About the Role:This is an exciting opportunity to work in a fast-paced environment where...

About the RoleAre you looking for a rewarding career in financial services where you can make a meaningful impact on people's lives? As a Senior Banker, you will be the first point of contact for our clients, helping them to uncover their personal banking needs and offering tailored solutions. Your goal will be to deepen client relationships through platform...

About the JobWe are seeking a motivated and skilled Financial Customer Service Representative to join our team. In this role, you will be responsible for providing exceptional customer service to clients, responding to their requests, and resolving general account issues.The ideal candidate will have 2 years of customer service experience and prior...

Are you looking for a career in finance that offers growth opportunities and the chance to make a real difference in people's lives?We are seeking highly motivated and customer-focused individuals to join our team as Financial Services Representatives.About the Role:This is a 100% remote opportunity where you will provide exceptional care to our clients,...

Role OverviewPNC Financial Services Group is committed to delivering exceptional customer experiences. As a Full-Time Teller, you will provide top-notch service, accurately process high-volume transactions, and develop banking product referral opportunities through strong relationships with customers.This position is based in Scottsdale, AZ at the Scottsdale...

About the RoleAt Bank of America, we are driven by a shared purpose to help make financial lives better through the power of every connection. As a Financial Services Representative, you will play a critical role in delivering exceptional client experiences and driving business growth.

Company Overview: Our client is a world-renowned leader in investment management, dedicated to recognizing talents, nurturing potential, and fostering career growth.Salary Information: The estimated hourly rate for this role is $23 per hour, with a hybrid work model featuring 3 days in office and 2 days remote. The working hours are Monday through Friday,...

Job SummaryThe Director of Budgeting and Financial Planning role at Cogir Senior Living is a key leadership position that oversees all budgeting, forecasting, and cash flow management activities for nearly 100 senior living communities and the corporate property management company. This position is based in Scottsdale, Arizona.