Financial Services Representative

About DJS Financial Services LLCDJS Financial Services LLC is a leading provider of financial expertise, serving clients with integrity and dedication.

Key ResponsibilitiesThe Financial Services Representative will be responsible for:Providing top-notch customer service and support via phone calls and other communication channelsReviewing customer tasks and to-do's in the dashboard to prioritize work effectivelyWorking collaboratively with internal teams to understand and resolve customer inquiries

About the RoleWe are seeking a highly skilled Financial Services Representative to join our team at Gateway Metro Credit Union. As a key member of our staff, you will be responsible for providing exceptional service to our members while maintaining a clean and organized branch environment.Job SummaryThe successful candidate will possess excellent...

About the Job DescriptionThis Financial Service Representative role involves working closely with various branch locations to investigate and resolve accounts receivable discrepancies.The successful candidate will also be responsible for submitting customer invoices on portals, researching and resolving customer billing disputes, and processing customer...

Job Description:At Gateway Metro Credit Union, we're looking for a skilled Member Service Representative to join our team. As a key member of our staff, you'll play a vital role in providing exceptional customer service, processing financial transactions, and building strong relationships with members.About the Role:This is a full-time opportunity that...

About UsLac Courte Oreilles Financial Services is a leading financial institution that provides a range of financial services to individuals and businesses. We are committed to delivering exceptional customer service and building long-term relationships with our clients.Our team is dedicated to helping our customers achieve their financial goals, whether...

About the PositionCAR Financial Services is a national company and industry-leading provider of financial services for independent auto dealers.Job Summary: We are looking for a highly motivated Financial Services Coordinator to support our team in St. Louis, MO.Responsibilities:Providing exceptional customer service to resolve billing issues, answer service...

Job SummaryThis role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. Key responsibilities include accurately processing cash transactions, having deep conversations with clients to gain knowledge of their financial and life priorities, and connecting clients to solutions that...

As a Client Service Associate at Stifel Financial, you will play a vital role in supporting our financial advisors and providing exceptional service to our clients. With a salary range of $55,000 to $75,000 per year, this opportunity offers a competitive compensation package and the chance to grow your career in a dynamic industry.Your primary...

About the Job:Lac Courte Oreilles Financial Services is looking for a reliable Loan Processor to perform loan approvals. As a Loan Processor, you will play a vital role in facilitating loan approvals while maintaining our organization's reputation.Responsibilities:Review loan applications and evaluate eligibilityCommunicate with customers to clarify loan...

Job SummaryWe are seeking a highly motivated and detail-oriented Financial Services Specialist to join our team in St. Louis, MO.The successful candidate will be responsible for interacting with customers who are past due, answering billing inquiries, and resolving disputes.As a key member of our team, you will also perform data entry, maintain open...

We're building a place where everyone feels like they belong.As a Branch Office Administrator at Edward Jones, you'll play a critical role in helping clients achieve their long-term financial goals. Our team of experienced professionals provides comprehensive training and support to ensure your success.You'll have the opportunity to develop strong...

Company OverviewMajor Investment Advisory Firm, WallStJobs, dedicated to helping clients achieve financial success through expert guidance, personalized investment strategies, and exceptional service seeks a Financial Services Representative to join their team.

At Western & Southern Life, we are seeking a motivated and customer-focused Financial Representative to join our team. This role offers an excellent opportunity for career growth and development in the field of financial services.About the RoleThe Financial Representative will be responsible for meeting the needs of middle-income clients by providing...

Overview of the RoleIn this challenging and rewarding role, you will serve as a Client Relations Financial Representative, providing exceptional service to clients and supporting the branch team in delivering tailored solutions. You will be responsible for evaluating client needs, presenting solutions, and ensuring that department standard operating...

**About the Role**We are seeking a highly organized and detail-oriented Client Service Associate to join our team at RFG Advisory. This is a fantastic opportunity for someone who is passionate about delivering exceptional client service and wants to be part of a dynamic and innovative company.RFG Advisory is a leading wealth-management firm that is committed...

At Gateway Metro Credit Union, we value our members and strive to deliver exceptional service. As a Member Service Representative, you will be the face of our organization, working closely with members to understand their financial needs and provide personalized solutions.RequirementsHigh school diploma or equivalent requiredExperience in a customer service...

We are seeking a highly skilled Client Service Associate to join our team at Stifel Financial. This role offers a salary of approximately $65,000 to $85,000 per year and provides the opportunity to work in a collaborative and dynamic environment.As a key member of our support staff, you will be responsible for assisting financial advisors with client...

At SBM Management Services, we are seeking a Customer Service Representative to join our facilities team. The successful candidate will be responsible for maintaining the cleanliness and organization of our office space.About the RoleWe are offering a competitive salary range of $35,000 - $45,000 per annum, depending on experience. As a key member of our...

Job Overview:Federal Employees Retirement Services is a leading provider of government benefits and retirement solutions. As a Life Insurance Agent, you will play a critical role in helping federal employees make informed decisions about their financial futures.About the Role:We are seeking highly motivated and self-driven individuals to join our team as...