Financial Service Representative

About the OpportunityFDR Financial Group is a boutique financial planning firm established in 1983, providing comprehensive financial planning services to approximately 350 high net worth families. We are seeking a skilled Brokerage Operations Expert to join our team and contribute to our success.Key ResponsibilitiesOpening and servicing brokerage, advisory,...

About the Role:FDR Financial Group is a boutique financial planning firm established in 1983, offering comprehensive financial planning services to approximately 350 high-net-worth families. We seek a detail-oriented Registered Field Assistant to join our team, supporting clients with brokerage, advisory, and 529 account services.Responsibilities:Account...

Job OverviewFDR Financial Group is seeking an experienced Registered Field Assistant to join our team. This role will be responsible for providing exceptional client service and support in the areas of brokerage, advisory, and 529 accounts.Key Responsibilities:Opening and servicing brokerage, advisory, and 529 accounts with high net worth clientsServing as a...

Job SummaryWe are seeking a Customer Service Representative to join our team at Home Service Partners. In this role, you will be responsible for providing exceptional customer service to our clients via phone and chat.About the JobAs a Customer Service Representative, you will be the face of our company and play a crucial role in building strong...

About UsWe are a State Farm independent contractor agent team looking for a motivated individual to join our dynamic team. As an Agent Team Member, you will have the opportunity to work with a trusted brand and promote State Farm's premier insurance and financial service products.Salary:$50,000 - $80,000 per year salary, plus commission/bonus...

We are seeking a skilled Senior Insurance and Financial Services Professional to join our team at Advanced Insurance & Financial Services LLC. This exciting opportunity offers a competitive salary of $60,000 - $80,000 per year, depending on experience.Job DescriptionThe ideal candidate will be responsible for providing expert advice to clients on insurance...

Job OverviewAs a Customer Service Representative at BrightStar Credit Union, you will play a key role in assisting members with their financial needs and goals. With a focus on delivering exceptional service and promoting our products and services, you will be an integral part of our growing community.The ideal candidate will have excellent communication...

About This Opportunity:FDR Financial Group is a respected boutique financial planning firm dedicated to serving the unique needs of high-net-worth families. We invite experienced professionals to join our team as a Registered Field Assistant, delivering exceptional client experiences through expert brokerage services.

About the JobWe are currently seeking an experienced Financial Transaction Support Representative to join our team at ACCOUNTSULT LLC.Key Responsibilities:Respond to client inquiries and resolve issues in a prompt and professional manner.Utilize strong communication skills to provide clear and concise information to clients.About the Company Culture:Our...

Job DescriptionOlsen Financial Group is looking for experienced sales professionals to join our team as Insurance Sales Agents. In this position, you will be responsible for following up with client requests and presenting customized insurance solutions that meet their needs. Our goal is to add 4-5 agents to handle a large area that has been inundated with...

We are seeking a highly skilled Financial Services Manager to join our team at Baking Distributer. The ideal candidate will provide essential support in bookkeeping tasks and office management duties.Job DescriptionThis is a salaried position with an estimated annual salary of $60,000 - $80,000 based on industry standards for accounting professionals in...

**About the Role**At Massage Envy, we believe that everyone deserves to feel their best, and we're looking for a talented Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service and promoting the value of Total Body Care to our...

**Job Title:** Customer Service RepresentativeWe are seeking a highly skilled and compassionate Customer Service Representative to join our team at Jaylorin Group Inc. As a key member of our front desk staff, you will be the first point of contact for patients visiting or calling our clinic.**Responsibilities:*Provide exceptional customer service, ensuring a...

Accelerator Program OverviewOur Accelerator Program is a comprehensive development opportunity designed to equip you with the skills and knowledge necessary to excel as a Financial Representative Trainee. Through a combination of self-study, hands-on projects, and experienced mentorship, you will gain a deep understanding of our product offerings, sales...

About the RoleWe are seeking a highly skilled Float Member Advisor to join our team at Educational Federal Credit Union. As a Float Member Advisor, you will be responsible for providing exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries.Key Responsibilities:Process various types of...

Job OpportunityWe are seeking a highly motivated Insurance Sales Representative to join our team at Lisa Faina - Allstate Insurance in Cooper City, Florida.About the RoleThis is a unique opportunity to work with an award-winning insurance agency, helping clients protect their most valuable assets and plan for their financial future.Key...

OverviewWe are seeking a highly skilled Senior Implementation Specialist to join our team at ClassWallet, a leading financial technology company serving public agencies. As a key member of our implementation services team, you will play a pivotal role in delivering exceptional support and service to our valued clients.

We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative in Pembroke Park, FL.About Sud Stop Car WashAt Sud Stop Car Wash, we pride ourselves on delivering exceptional service and a clean experience to every car that passes through our doors. Our core values of cleanliness, quality, and customer...

Service Delivery RoleThis is an exciting opportunity to work with Pharma Delivery Group as a Route Service Representative.Key Tasks:Deliver products to customers in a timely manner.Monitor and manage inventory levels.Process payments for deliveries.Maintain accurate records of deliveries.Qualifications:Previous experience in delivery driving or customer...

Job DescriptionWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at the YMCA of South Florida. As a key member of our call center, you will be responsible for engaging with members and guests over the phone, responding to their needs, and promoting information on membership and programs.The ideal...