Financial Services Coordinator

Accounts Receivable CoordinatorWe are seeking a highly detail-oriented and organized Accounts Receivable Coordinator to join our team at Creative Financial Staffing.About the Role:Manage cash applications and post cash receipts daily to ensure accurate financial records.Handle collections and receivables calls and emails to resolve discrepancies and maintain...

Receptionist Job DescriptionWe are seeking a highly motivated and organized Receptionist to join our team at Experior Financial Group Inc. As a Receptionist, you will be the first point of contact for our clients and will play a critical role in providing exceptional customer service and support.Key Responsibilities:Greet and welcome clients at the front...

HR Specialist Position at Phaxis - Financial ServicesWe are seeking a meticulous HR Specialist to enhance our human resources department. Below are the primary responsibilities associated with this position:Interpret and apply HR policies: Ensure that all HR policies and procedures are effectively communicated and adhered to.Support Talent Acquisition:...

About Our Client:Creative Financial Staffing is proud to partner with a boutique investment management firm located in Manhattan. This esteemed organization has been serving high-net worth individuals for approximately 20 years, providing exceptional wealth management services.Responsibilities:Client Services:Manage incoming requests from high-net worth...

About Rockefeller FinancialRockefeller Financial 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 offices in 30 markets throughout the...

Job SummaryWe are seeking a highly skilled and experienced Financial Services Relationship Manager to join our team at Stifel Financial. As a key liaison between our clients and our investment solutions, you will be responsible for ensuring that our clients have access to the full range of investment solutions available to them.Key ResponsibilitiesDevelop...

Associate Financial AdvisorWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Ameriprise Financial Services, LLC. As an Associate Financial Advisor, you will play a critical role in building relationships with clients and providing personalized financial advice and recommendations.Key...

Job OverviewWe are seeking a highly motivated and experienced professional to join our team at Phaxis - Financial Services as a Registered Representative.The ideal candidate will have a strong background in sales and event management, with a proven track record of developing and conducting successful sales functions and events.Key Responsibilities:Develop...

About Rockefeller Financial:Rockefeller Financial is a prominent independent advisory firm, established to provide exceptional financial services. With a rich history dating back to 1882, the firm has transformed into a leader in offering strategic guidance to high-net-worth individuals, families, institutions, and corporations across various...

Position OverviewRole Summary: The HR Specialist will play a crucial role in fostering a positive workplace culture within Phaxis - Financial Services.Key Responsibilities:Support employee relations and facilitate conflict resolution.Enhance performance management systems to drive employee success.Revise and improve the onboarding experience for new...

Financial Advisor/Financial PlannerWe are seeking a highly skilled and experienced Financial Advisor/Financial Planner to join our team at John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC. The ideal candidate will possess excellent interpersonal skills and communication abilities, with a high degree of...

Career Opportunities at Prudential Advisors **About Us** Prudential Advisors is a leading provider of financial services, dedicated to helping individuals and families achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional service and expertise to our clients. **Job Summary** We are seeking a highly...

About the RoleWe are seeking a highly organized and detail-oriented Financial Services Associate to join our team at Stifel Financial. As a key member of our client services team, you will play a critical role in supporting our financial advisors and ensuring the smooth operation of our client accounts.Key ResponsibilitiesClient Account Management: Assist in...

Unlock Your Potential as a Financial ProfessionalAt Prudential Financial, we're committed to helping individuals achieve their financial goals. As a Financial Professional, you'll play a key role in helping clients navigate the complexities of the financial services industry.Key Responsibilities:Develop and maintain relationships with clients to understand...

Job SummaryWe are seeking a highly organized and detail-oriented Client Services Associate to join our team. As a Client Services Associate, you will provide administrative support to our Financial Advisors, assist with client account maintenance, and perform various clerical functions.Key ResponsibilitiesAssist Financial Advisors with client account opening...

About the CompanyCreative Financial Staffing is a well-established, stable nonprofit with a presence nationwide and globally in Israel.We consistently receive high rankings from independent charity evaluators and offer a collaborative team environment with opportunities for growth and development.Job SummaryWe are seeking an experienced Accounts Receivable...

Financial Services Representative OpportunityFifth Avenue Financial is seeking a skilled Financial Services Representative to contribute to our team's success. This role offers a 100% commission-based compensation structure, directly tied to individual performance. Our office is located in New York, NY, and we require our representatives to work on a hybrid...

Job OpportunityFifth Avenue Financial is seeking a Financial Services Representative to fill a key role in our organization.Key Responsibilities:Build a portfolio of customers and provide tailored financial advice to meet their specific needs and objectives.Analyze customer financial situations and offer financial services and insurance products that align...

Job SummaryInsight Financial Planning is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for cultivating relationships with new and existing clients, providing ongoing advice and service, and supporting tenured Financial Advisors in servicing existing clients.Key...

Staff Accountant OpportunityWe are seeking a highly skilled Staff Accountant to join our team at a growing FinTech firm. As a Staff Accountant, you will play a crucial role in supporting the Controller with month-end close activities, journal entries, and financial statement preparation.About the OrganizationOur client, a respected leader in providing...