Financial Services Specialist
4 days ago
Major Investment Advisory Firm, WallStJobs, dedicated to helping clients achieve financial success through expert guidance and personalized investment strategies seeks a Financial Services Representative.
The ideal candidate will work closely with clients to understand their financial goals and provide tailored advice on suitable investment products, including mutual funds, annuities, and insurance products. A competitive base salary of $60,000 plus performance-based bonuses and comprehensive benefits package is offered.
Key Responsibilities- Build strong relationships with clients, understanding their financial needs and goals.
- Provide expert advice on investment products and help clients navigate financial markets.
- Maintain accurate records and ensure compliance with industry regulations.
- Educate clients on financial concepts and market trends.
- Proven experience in financial services sales or related field.
- Excellent communication skills and ability to build rapport with clients.
- A passion for helping clients achieve financial goals and commitment to delivering exceptional service.
- Meticulous attention to detail in client interactions and documentation.
- Competitive salary and performance-based bonuses.
- Comprehensive benefits package, including health, dental, vision, and 401(k).
- Ongoing training and career advancement opportunities.
- Flexible work from home options available.
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Financial Services Representative
4 days ago
Irving, Texas, United States Financial Staffing Resources, Ltd. Full timeJob Title: Financial Services RepresentativeAbout the Role:A leading provider of premier talent for credit unions, FSR is seeking a highly skilled Financial Services Representative to join their team. As a key member of the organization, this individual will be responsible for delivering exceptional customer service and financial solutions to members.Salary...
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Financial Management Specialist
4 days ago
Irving, Texas, United States Excelin Health Services Full timeJob SummaryWe are seeking a highly skilled Financial Management Specialist to join our team at Excelin Health Services.The successful candidate will have a bachelor's degree in Accounting or Finance and a minimum of three years' experience in health care accounting management.The estimated salary for this position is $60,000 - $80,000 per year.Key...
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Accounting and Financial Services Specialist
4 days ago
Irving, Texas, United States Darling Ingredients Inc. Full timeJob OverviewThe Billing Specialist role at Darling Ingredients Inc. is a key position that requires strong accounting skills and attention to detail. This individual will be responsible for managing financial transactions, processing invoices, and ensuring accuracy in billing operations.ResponsibilitiesFinancial Management: Prepare monthly consolidated...
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Financial Services Representative
2 weeks ago
Irving, Texas, United States Darling Ingredients Inc. Full timeAbout the Role:We are seeking a skilled Billing and Accounting Specialist to join our team at Darling Ingredients Inc. As a specialist, you will be responsible for managing all accounting requirements, preparing financial reports, and resolving any discrepancies.Key Responsibilities:Operate as a team with the Engagement Center Agents to provide excellent...
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Financial Services Specialist
4 days ago
Irving, Texas, United States Citizens Financial Group, Inc. Full timeJob Description: As an employee of Citizens Bank, you will play a crucial role in delivering exceptional customer service and support for mortgage customers. This includes responding to inquiries, resolving issues, and providing information on mortgage products and services.
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Financial Services Customer Support Specialist
4 weeks ago
Irving, Texas, United States Staffing Now Full timeAbout the RoleWe are seeking a highly skilled Financial Services Customer Support Specialist to join our team at Staffing Now in Irving, TX. In this role, you will be responsible for providing top-notch customer service to our clients while working in a dynamic and fast-paced environment.You will be handling customer inquiries via phone, email, and chat...
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Mortgage Service Specialist
4 days ago
Irving, Texas, United States BOK Financial Full timeMortgage Customer Service AgentAre you passionate about delivering exceptional customer service and helping individuals achieve their mortgage goals?About the Role:We are seeking a skilled Mortgage Customer Service Agent to join our team. As a key point of contact for our mortgage loan customers, you will provide top-notch support and guidance throughout the...
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Financial Reporting Specialist
3 weeks ago
Irving, Texas, United States Christus Health Full timeCompany OverviewAt Christus Health, we strive to provide high-quality patient care while fostering a collaborative work environment that promotes professional growth and development. Our team is committed to delivering exceptional service and advancing the field of healthcare.Estimated Salary: $60,000 - $80,000 per year, depending on experience and...
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TSC Financial Specialist
1 week ago
Irving, Texas, United States Pureflow Inc Full timeJob SummaryPureflow Inc.'s Texas Technical Service Center is seeking a highly skilled TSC Financial Specialist to manage the financial activities and transactions of the center.You will be responsible for managing invoicing, pricing, and profitability analysis for contracts, service projects, and sales orders.Key Responsibilities:Financial Management and...
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Financial Operations Specialist
4 weeks ago
Irving, Texas, United States Marriott International, Inc Full time**Job Overview**We are seeking a highly skilled Financial Operations Specialist to join our team at Marriott International, Inc.About the RoleThis is an exciting opportunity to work in a fast-paced environment where you will be responsible for ensuring the accuracy and integrity of financial data. As a Financial Operations Specialist, you will be responsible...
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Financial Services Representative
2 weeks ago
Irving, Texas, United States Bank of Oklahoma Full timeAbout Our Company: Bank of Oklahoma is a leading financial institution that offers a range of services to its customers. As a mortgage servicing customer service specialist, you will play a critical role in helping our clients navigate the complexities of their mortgage loans.">Estimated Salary Range: $45,000 - $65,000 per year, depending on experience and...
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Financial Operations Specialist
4 weeks ago
Irving, Texas, United States Pureflow Inc Full timeAbout PureflowPureflow Inc. is a leading provider of high-purity water solutions, serving clients across commercial and industrial markets with over 38 years of experience.Job SummaryWe are seeking a highly skilled Financial Operations Specialist to manage the financial activities and transactions for our Texas Technical Service Center (TSC).Key...
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Financial Operations Specialist
4 weeks ago
Irving, Texas, United States SCA Health Full timeAt SCA Health, we are dedicated to delivering high-quality patient care and exceptional outcomes. Our team of skilled professionals is committed to driving innovation and excellence in the healthcare industry.Job DescriptionWe are seeking a highly analytical and detail-oriented Financial Operations Specialist to join our team. The successful candidate will...
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Financial Reporting Specialist
2 weeks ago
Irving, Texas, United States Citi Full timeJob Description: As a Financial Reporting Specialist at Citigroup, you will play a crucial role in ensuring the accuracy and completeness of financial reports. Your responsibilities will include using Oracle and SQL Server Management Studio to extract data, performing metadata extraction, transformation, and loading (ETL), and mapping data elements to...
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Financial Transaction Specialist
1 week ago
Irving, Texas, United States Professional Alternatives Full timeAbout the JobWe are seeking a skilled Financial Transaction Specialist to join our team at Professional Alternatives. This role involves ensuring accurate and timely disbursement of funds for real estate transactions. The ideal candidate will have a strong understanding of title company disbursing procedures, compliance with regulatory requirements, and the...
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Financial Accountant Specialist
2 weeks ago
Irving, Texas, United States FASTENER DISTRIBUTION HOLDINGS LLC Full timeAbout the RoleWe are seeking an experienced Financial Accountant Specialist to join our team at FDH Aero. This role involves various accounting duties, including preparing financial reports, performing account reconciliations, maintaining the general ledger, and assisting with audit preparations.The ideal candidate will have a strong understanding of...
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Financial Systems Specialist
2 weeks ago
Irving, Texas, United States Futran Tech Solutions Pvt. Ltd. Full timeWe are looking for a talented Financial Systems Specialist to join our team at Futran Tech Solutions Pvt. Ltd.Futran Tech Solutions Pvt. Ltd. is a leading technology company that provides innovative solutions to businesses. As a Financial Systems Specialist, you will be responsible for analyzing business processes and identifying areas of improvement. You...
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Financial Services Specialist
2 weeks ago
Irving, Texas, United States NextStep Recruiting Full timeBusiness Analyst OpportunityWe are seeking a highly skilled Business Analyst to join our Finance Team in Irving. This role offers excellent growth opportunities and the chance to work with a world leader in its industry.The ideal candidate will have:Bachelor's Degree in Accounting or FinanceAt least 2+ years of experience in financial reporting and...
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Tax Governance Specialist
5 days ago
Irving, Texas, United States OneMain Financial Full timeOneMain Financial is the leader in offering nonprime customers responsible access to credit. We're dedicated to improving the financial well-being of hardworking Americans, providing personal loans, credit cards and other products to help people borrow better and work toward a brighter future.We're seeking a highly skilled Tax Governance Specialist to...
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PeopleSoft Financials Specialist
3 weeks ago
Irving, Texas, United States Scouting America Full timeJob Overview:We are seeking a highly skilled PeopleSoft Financials Specialist to join our team at Scouting America. The ideal candidate will have a strong background in managing and supporting enterprise applications, with a focus on PeopleSoft financials.The successful candidate will have 10 years of experience in managing budgets, staffing plans, project...