Financial Services Coordinator Role
3 weeks ago
Your primary responsibilities will include coordinating meetings, scheduling appointments, and maintaining accurate records. You will also be responsible for providing administrative support to our lead advisors, ensuring timely completion of tasks and projects. Strong communication and interpersonal skills are essential for building strong relationships with clients and colleagues.
A bachelor's degree and minimum two years of experience in a client-facing role are required for this position. Excellent computer desktop skills, particularly in Microsoft Office Suite, are also necessary. We offer a competitive salary of $75,000, commensurate with experience, along with opportunities for growth and professional development within our firm.
As a Client Service Administrator, you will have the chance to make a significant impact on our clients' experiences and contribute to the success of our organization.
-
Financial Document Coordinator
2 weeks ago
Chicago, Illinois, United States Fay Financial Full timeFinancial Document CoordinatorFay Financial is seeking a Financial Document Coordinator to join our team. In this role, you'll be responsible for preparing and processing financial documents for our loan applications.Your duties will include:Gathering and analyzing financial data for each loan.Preparing and reviewing financial reports.Maintaining accurate...
-
Financial Services Coordinator
1 day ago
Chicago, Illinois, United States First Staff Services Full timeJob OverviewWe are seeking an experienced Financial Services Coordinator to join our team at First Staff Services.The ideal candidate will have a strong background in accounting and financial management, with expertise in Sage 300 Construction and Real Estate (formerly Sage Timberline Office).This is a unique opportunity to work in a large insurance...
-
Financial Services Coordinator
2 weeks ago
Chicago, Illinois, United States WestPoint Financial Group Full timeCompany OverviewAt WestPoint Financial Group, we strive to provide creative solutions while educating and empowering clients to make informed decisions. Our financial advisors offer value-added services, including wealth management, investment, retirement, and risk management strategies.
-
Financial Services Leader
3 weeks ago
Chicago, Illinois, United States Discover Financial Services Full timeDiscover Financial Services is looking for a skilled Senior Manager Product Owner to lead the development of a product vision that drives business value and customer satisfaction. The successful candidate will have a strong background in product management or engineering, with a focus on financial services or tech industry.The key responsibilities of this...
-
Financial Services Coordinator
2 weeks ago
Chicago, Illinois, United States WestPoint Financial Group Full timeCompany OverviewWe are a leading financial services firm based in Chicago, dedicated to providing innovative solutions for individuals and businesses. Our team of experts is committed to delivering exceptional client experiences and fostering long-term relationships.Salary$50,000 annually, reflecting the importance we place on attracting top talent and...
-
Financial Transaction Coordinator
3 hours ago
Chicago, Illinois, United States Fay Financial Full timeAbout Fay FinancialFay Financial is a specialty mortgage servicer dedicated to providing innovative solutions for performing and non-performing mortgage loans. Our commitment to customer-centricity drives our approach, recognizing that homeowners are more than just loan numbers.We conducted an exhaustive analysis of the mortgage servicing industry, gaining...
-
Financial Services Coordinator
2 weeks ago
Chicago, Illinois, United States DirectedLINK Full timeJob Title: Financial Services CoordinatorCompany Overview: DirectedLINK is a leading provider of financial services, offering a range of solutions to clients across various industries.Job Summary: We are seeking an experienced Financial Services Coordinator to join our team. The ideal candidate will have a strong background in accounting and finance, with...
-
Financial Services Representative
3 weeks ago
Chicago, Illinois, United States OneMain Financial Full timeEmpowering Customers through Accessible FinancingIn this role at OneMain Financial, our team members thrive in a dynamic atmosphere where hard work and dedication directly influence success. As a Financial Services Representative, you will empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for...
-
Financial Services Representative
3 weeks ago
Chicago, Illinois, United States OneMain Financial Full timeUnlock Your Potential in a Dynamic CareerWe are seeking a motivated Financial Services Representative to join our team at OneMain Financial. In this role, you will have the opportunity to empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.This is a full-time position with a...
-
Financial Services Representative
2 weeks ago
Chicago, Illinois, United States OneMain Financial Full timeAbout the PositionWe're seeking a highly motivated and skilled Loan Sales Specialist to join our team at OneMain Financial. As a key member of our sales team, you will play a critical role in helping customers achieve their financial goals. If you're passionate about providing excellent customer service and have a knack for building strong relationships,...
-
Financial Services Coordinator
3 weeks ago
Chicago, Illinois, United States Saint Xavier University Full timeOverviewSaint Xavier University is seeking an experienced Financial Services Coordinator to support the Purchasing Manager and Accounting Department. The ideal candidate will have a strong background in purchasing and/or accounts payable, with excellent keyboarding skills and intermediate Excel abilities.
-
Insurance and Financial Services Coordinator
4 weeks ago
Chicago, Illinois, United States Gilbert Edmond - State Farm Agent Full timeWe are seeking a highly motivated and results-driven professional to join our team as an Insurance and Financial Services Coordinator. In this role, you will be responsible for working with our licensed agent to develop leads, schedule appointments, and market appropriate products and services.As an Insurance and Financial Services Coordinator, you will...
-
Financial Services Specialist
2 weeks ago
Chicago, Illinois, United States BMO Financial Group Full timeAbout the RoleThis is an exciting opportunity to join the BMO Financial Group as a Senior Portfolio Manager. As a key member of our team, you will be responsible for managing portfolios, analyzing data, and making informed decisions to drive business growth.We are looking for an experienced professional with a strong background in financial services and...
-
Financial Services Analyst
2 weeks ago
Chicago, Illinois, United States BMO Financial Group Full timeJoin Our TeamBMO Financial Group is seeking a skilled Data Insights Specialist to join our team. As a key member of our data analytics team, you will play a critical role in driving business growth and optimizing our services. This exciting opportunity offers a competitive salary range of $61,600 - $114,400 annually, along with a comprehensive benefits...
-
Financial Services Representative
4 days ago
Chicago, Illinois, United States OneMain Financial Full timeAbout the RoleAt OneMain Financial, our team members empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. We thrive in a competitive atmosphere where hard work and dedication directly influence success.This role provides rewarding professional development and advancement...
-
Financial Services Representative
3 weeks ago
Chicago, Illinois, United States Symmetry Financial Group Full timeJob Title: Financial Services RepresentativeOverview: We are seeking a highly motivated and results-driven Life Insurance Sales Professional to join our dynamic team. This role offers an uncapped earning potential with a comprehensive training program and ongoing professional development opportunities.Estimated Salary: $45,000-$175,000 per year.Key...
-
Financial Transaction Coordinator
3 weeks ago
Chicago, Illinois, United States Midwestern Electric, LLC. Full timeJob Title: Financial Transaction CoordinatorEstimated Salary: $65,000 - $85,000 per yearWe are seeking an experienced Financial Transaction Coordinator to join our team at Midwestern Electric, LLC. The successful candidate will be responsible for managing the full cycle financial transactions, including invoice processing, expense reports, and vendor...
-
Financial Services Representative
4 weeks ago
Chicago, Illinois, United States EA Agency Symmetry Financial Group Full timeEarn a salary of $50,000 - $100,000 per year plus unlimited earning potential as a Financial Services Representative with EA Agency / Symmetry Financial Group. In this role, you will be responsible for selling life insurance policies to clients and meeting sales targets.The ideal candidate will have a self-motivated and goal-oriented mindset, with the...
-
Financial Services Advisor
16 hours ago
Chicago, Illinois, United States COLUMBIA FINANCIAL ADVISORS, INC Full timeCompany OverviewColumbia Financial Advisors provides business valuation, financial advisory services, and litigation support to clients throughout the country.
-
Chicago, Illinois, United States TALENT Software Services Full timeProject Leadership OpportunityTalent Software Services is seeking an experienced Regulatory Compliance Project Director to lead and manage critical regulatory remediation projects. This individual will be responsible for driving the resolution of key regulatory findings, ensuring alignment with regulatory requirements, and delivering high-quality...