Financial Services Manager
2 days ago
We are seeking a skilled and driven Relationship Manager to join our team at Kestra Financial Independent Advisor. This pivotal role involves overseeing and coordinating all aspects of retirement plans on a daily basis.
Key Responsibilities:- Manage the ongoing service schedule for multiple retirement plans.
- Conduct regular meetings with small business owners discussing their retirement plan.
- Prepare, coordinate, and facilitate employee education presentations.
- Serve as the primary point of contact for clients, ensuring exceptional service delivery and addressing inquiries and concerns promptly.
- Build strong relationships with retirement plan participants, understanding their needs and providing tailored solutions.
- Confident presentation skills.
- Excellent communication skills, both verbal and written, with the ability to articulate concepts clearly.
- Ability to prioritize and manage multiple tasks while maintaining a high level of accuracy and attention to detail.
- Ability to work both independently and as a member of a team.
- Competitive salary and performance-based incentives.
- Comprehensive benefits package including dental, vision, life, and retirement plan contributions.
- Opportunities for professional development and advancement within the firm.
If you are a motivated professional with a passion for client service, we encourage you to submit your resume. Kestra Financial Independent Advisor is an equal opportunity employer committed to diversity and inclusion in the workplace.
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Financial Services Representative
5 days ago
Irving, Texas, United States Financial Staffing Resources, Ltd. Full timeJob Title: Personal BankerWe are seeking a highly motivated and customer-focused Personal Banker to join our dynamic team at Financial Staffing Resources, Ltd. As a Personal Banker, you will play a critical role in promoting and selling our comprehensive suite of credit union deposit and loan products.Key Responsibilities:Provide exceptional customer service...
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Financial Services Consultant
4 weeks ago
Irving, Texas, United States Financial Staffing Resources, Ltd. Full timeJob OverviewCompany Overview:Financial Staffing Resources, Ltd. is a premier talent provider specializing in the credit union sector. Our dedicated recruitment professionals possess an in-depth understanding of the unique culture and expectations within this industry, allowing us to effectively match candidates with the right opportunities across all levels...
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Financial Services Representative
4 weeks ago
Irving, Texas, United States Capital One Financial Corp Full timePosition Overview:Join our innovative team at Capital One, where we are transforming the banking landscape. As a Full-Time Banking Ambassador, you will play a pivotal role in enhancing customer interactions and delivering exceptional service.Key Responsibilities:Engage with customers to understand their banking needs.Provide tailored solutions to enhance...
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Financial Services Manager
5 days ago
Irving, Texas, United States Halcyon Wealth Advisors, LLC Full timeAbout UsHalcyon Wealth Advisors, LLC is a leading provider of comprehensive financial planning and investment management services. Our team of experts is dedicated to delivering personalized solutions that help individuals and organizations achieve their financial goals with confidence and clarity.Job DescriptionWe are seeking a skilled and driven...
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Financial Services Manager
4 days ago
Irving, Texas, United States Halcyon Wealth Advisors LLC Full timeAbout UsHalcyon Wealth Advisors LLC is a leading provider of comprehensive financial planning and investment management services. Our team of experts is dedicated to delivering personalized solutions that help individuals and organizations achieve their financial goals with confidence and clarity.Job DescriptionWe are seeking a skilled and driven...
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Manager of Commercial Lending Services
4 weeks ago
Irving, Texas, United States GM Financial Full timeOverviewWhy GM Financial?At GM Financial, we foster an inclusive culture that prioritizes core values, empowers our team members, and achieves strategic objectives while supporting our community and building lifelong customer relationships.We invite you to become part of an innovative team that is shaping the future of the automotive finance...
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Financial Operations Manager
4 weeks ago
Irving, Texas, United States Primary Recruiting Services Full timeFinancial Operations Manager: Compensation: $90-$95k + Performance Bonus (Total Earnings: $105k - $115k) Opportunity for Advancement to Controller within 1 Year Generous Leave Policy: 23 Days of Paid Time Off Ideal Candidate:2-4 Years of Experience in Public Accounting is MANDATORYBachelor's Degree RequiredCPA Certification PreferredPOSITION OVERVIEW: The...
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Financial Planning Manager
1 week ago
Irving, Texas, United States Vistra Corporate Services Company Full timeJob SummaryThe Corporate Consolidation Manager is responsible for overseeing the corporate planning process across Vistra, ensuring the companywide financial model is accurate and up-to-date. This role involves coordinating with business units and corporate shared services to gather and consolidate assumptions and forecasts, as well as providing expert...
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Patient Financial Services Manager
1 week ago
Irving, Texas, United States Christus Health Full timeJob SummaryWe are seeking a highly skilled and experienced Patient Financial Specialist Lead to join our team at Christus Health. As a key member of our Patient Financial Services Department, you will be responsible for providing leadership and guidance to our team members, ensuring the efficient and effective management of patient financial services.Key...
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Patient Financial Services Manager
1 week ago
Irving, Texas, United States Christus Health Full timeJob SummaryThe Patient Financial Specialist Lead plays a pivotal role in ensuring the efficient and timely resolution of patient accounts at CHRISTUS Health. This position requires a high degree of proficiency in patient financial services, with a strong focus on account reconciliation, billing, and cash application.Key ResponsibilitiesFunction as a subject...
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Patient Financial Services Manager
2 days ago
Irving, Texas, United States Christus Health Full timeJob SummaryThe Patient Financial Specialist Lead plays a pivotal role in the Patient Financial Services Department of CHRISTUS Health, demonstrating exceptional proficiency in their primary position. This leadership position is designed for professional growth and development within the organization, allowing individuals to apply their expertise and...
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Senior Financial Planning Manager
2 weeks ago
Irving, Texas, United States Vistra Corporate Services Company Full timeJob SummaryThe Senior Financial Planning Manager, Corporate Consolidation is responsible for overseeing the corporate planning process across Vistra Corporate Services Company and maintaining the company-wide financial model. This role leads the coordination of all assumptions and forecasts from business units and corporate shared services, providing expert...
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Financial Manager
3 weeks ago
Irving, Texas, United States Pureflow Inc Full timeJob SummaryWe are seeking a highly skilled Financial Manager to join our team at Pureflow Inc. as a Service Center Based Accountant. This role will be responsible for managing the financial activities and transactions of our Texas Technical Service Center (TSC).Key ResponsibilitiesFinancial Management and AnalysisManage invoicing, pricing, and profitability...
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Financial Manager
2 weeks ago
Irving, Texas, United States Jobot Full timeAbout UsJobot is a leading investment company with a diverse portfolio of properties across the United States. We are committed to providing our clients with exceptional service and value.Job SummaryWe are seeking an experienced Financial Manager to join our team. The successful candidate will be responsible for managing our financial statements, preparing...
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Mortgage Customer Service Representative
1 week ago
Irving, Texas, United States BOK Financial Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Mortgage Customer Service Agent to join our Mortgage Servicing team at BOK Financial. As a key member of our team, you will be responsible for providing exceptional customer service to our mortgage loan customers, handling inquiries, and resolving complex issues related to mortgage loan...
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Customer Service Representative
2 weeks ago
Irving, Texas, United States BSI Financial Full timeCustomer Service Representative OpportunityDepartment: Customer Care Location: Irving, TXAbout the Role:We are seeking a highly skilled Customer Service Representative to join our team at BSI Financial Services. As a Customer Service Representative, you will be responsible for providing exceptional customer service to internal and external customers by...
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Senior Financial Manager
2 weeks ago
Irving, Texas, United States McKesson Full timeAbout the RoleMckesson is a leading healthcare company that delivers insights, products, and services to improve healthcare outcomes. We are seeking a highly skilled Financial Manager to join our team.Key ResponsibilitiesAssist in the management and facilitation of the performance management process to identify areas for improvement and develop corrective...
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Customer Service Representative
2 weeks ago
Irving, Texas, United States Strategic Staffing Solutions Full timeJob Title: Customer Service Representative - Financial ServicesJob Summary:We are seeking a highly skilled Customer Service Representative to join our team at Strategic Staffing Solutions. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients in the financial services industry.Key...
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Customer Service Associate
3 weeks ago
Irving, Texas, United States Barri Financial Group Full timeAbout UsBarri Financial Group is a leading provider of non-banking financial services in the United States. Our company was formed through the merger of two industry leaders, DolFinTech and DolEx Financial Services. We operate in most states across the country, with a strong presence in the Hispanic community.Our MissionOur mission is to provide exceptional...
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Financial Operations Manager
2 weeks ago
Irving, Texas, United States NESCO Inc Full timeJob DescriptionNESCO Inc is seeking a highly skilled Financial Operations Manager to lead our accounting team. As a key member of our finance department, you will be responsible for overseeing financial operations, ensuring accurate financial reporting, and providing strategic financial guidance to the organization.Key Responsibilities:Financial Planning and...