Financial Services Representative

About Charles SchwabWe are a leading financial services company dedicated to helping individuals and businesses achieve their financial goals. Our team is passionate about delivering exceptional client experiences and building long-term relationships based on trust and respect.Position OverviewWe are seeking a skilled Financial Services Representative to...

About the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our Schwab Wealth Advisory team. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and delivering personalized investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive investment strategies for...

About Pacific LifePacific Life is a leading provider of life insurance and annuity products, dedicated to helping individuals and families achieve their financial goals. Our company values innovation, collaboration, and customer satisfaction, and we're committed to delivering exceptional service to our policyholders.Job SummaryWe're seeking a highly skilled...

Route Service Representative OpportunityAt Jackson Services Inc., we are seeking a skilled Route Service Representative to join our team in the Omaha area. As a key member of our team, you will be responsible for servicing accounts and helping us grow our customer base.Benefits:$1,800 signing/retention bonusCompetitive salary with bonusHealth & life...

Radio Engineering Industries, Inc. (REI) is a family-owned industry leader in designing, engineering, and manufacturing transportation electronics for more than 200 vehicle manufacturers. We provide our customers with integrated, customized solutions that include innovative software and hardware products. At REI, we value health and financial well-being...

Job SummaryWe are seeking a highly skilled and detail-oriented Accounting Specialist to join our team at Prime Home Developmental Disabilities Services. As an Accounting Specialist, you will play a critical role in managing the company's financial operations, ensuring accuracy and efficiency in all financial transactions.Key ResponsibilitiesManage and...

About the RoleWe are seeking a highly skilled Client Service Associate to join our team at GPAC, a leading search firm specializing in placing quality professionals within multiple industries across the United States.Key Responsibilities:Serve as the primary point of contact for assigned client relationships, providing exceptional service and support.Field...

Job SummaryCentris Federal Credit Union is seeking a motivated and detail-oriented individual to join our team as a Teller. As a Teller, you will be responsible for providing exceptional customer service and financial solutions to our members.Key ResponsibilitiesCustomer Service: Respond to member inquiries, resolve issues, and provide financial guidance to...

About this Opportunity:As a Service Team Specialist - Elite Advisor Group on the Client Service Team, you will service clients and advisors across all products. This includes customer service call handling, escalated problem resolution, NIGO resolution, providing oversight of workflow and email queues to ensure defined service metrics are met.As we continue...

About the RoleWe are seeking a highly skilled Financial Billing Associate to join our team at Fiserv. As a key member of our Finance Shared Services billing team, you will provide critical support to the day-to-day functions of the team.Key ResponsibilitiesManage incoming requests and respond to revenue impacting transactions, including monitoring,...

About the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our Schwab Wealth Advisory team. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and advice to high net worth individuals and families.Key ResponsibilitiesDevelop and implement comprehensive wealth management plans for...

OVERVIEW:The Customer Service Representative provides exceptional service support for all inbound call queues. This support must be conducted in a professional manner including accuracy and timeliness of the information, along with providing a positive experience for our internal and external customers.DUTIES: Handle incoming calls from members, clients, and...

Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Member Services Representative. As a key member of our staff, you will be responsible for delivering exceptional service to our members, guests, and program participants.Key ResponsibilitiesMember Services: Provide excellent service to members, guests, and...

About the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our Schwab Wealth Advisory team. As a Senior Wealth Advisor, you will be responsible for delivering exceptional client experiences and providing personalized investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive investment strategies...

Job SummaryThe primary duty of a Financial Aid Advisor I is to provide financial aid advisement to students and parents on a daily basis. This individual is also responsible for analyzing files for a specific caseload of students who apply for financial aid on an annual basis and determines financial aid eligibility upon verification of specific documents....

Job OverviewWe are seeking a dedicated Financial Planning Analyst to be an integral part of our executive leadership team at North End Teleservices, LLC. This role is essential in steering the financial strategy of our organization, with a focus on growth and sustainability. Our workplace offers several benefits, including a Gym, Cafe, and Garage Parking.Key...

About the RoleWe are seeking a highly motivated and detail-oriented Client Service Representative I to join our team at Canon Solutions America, Inc. As a Client Service Representative I, you will be responsible for providing exceptional customer service and ensuring the prompt delivery of various on-site work assignments.Your ImpactAs a Client Service...

Job Summary:As a Member Services Representative at Crunch Fitness, you will be responsible for providing exceptional customer service to our members and guests. This role requires a friendly and approachable demeanor, with a focus on ensuring a positive experience for all who interact with our facility.Key Responsibilities:Greet all members and guests with a...

Job OpportunityAbout Farm Bureau Financial ServicesWe are a leading provider of financial services, offering a wide range of products and solutions to individuals and businesses. Our team is dedicated to helping our clients achieve their financial goals and protect their assets.Job DescriptionJob SummaryWe are seeking a highly motivated and entrepreneurial...

Job SummarySirius Veterinary Orthopedic Center is seeking a highly motivated and detail-oriented Customer Service Representative to join our team. As a key member of our front desk staff, you will be responsible for providing exceptional customer service to our clients and supporting our veterinary team.Key ResponsibilitiesScheduling and Record Keeping:...