Financial Services Representative

About Equitable AdvisorsEquitable Advisors is a leading firm in the financial services and insurance industry, dedicated to helping individuals build fulfilling futures. With a rich history dating back to 1859, we offer innovative solutions and a commitment to our clients.Job DescriptionWe are seeking a talented Financial Services Representative to join our...

Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Acorn Financial Services. As a key member of our operations team, you will be responsible for ensuring the smooth execution of financial transactions and providing exceptional support to our advisors and clients.Key ResponsibilitiesQuarterly Advisory Fee...

About the Role:The Financial Services Representative I is an Insurance licensed employee, providing Customers with additional products and services and acting as wealth referral champion for the Store. The Financial Services Representative I is required to obtain and maintain active Life license in the state in which they reside.Key Responsibilities:Provide...

**About Equitable Advisors**Equitable Advisors is a leading financial services firm dedicated to helping individuals and organizations achieve their financial goals. Our mission is to provide innovative solutions and exceptional service to our clients, while fostering a culture of stability, integrity, and excellence.**Job Summary**We are seeking a highly...

Job Description:Key Responsibilities:Case Management: Manage a high-volume caseload of operational and service complaints, ensuring timely and effective resolution. Conduct thorough research to determine the root cause of issues and work with internal stakeholders to resolve complaints.Client Communication: Develop and maintain strong relationships with...

Company Mission: To create a significant impact in the lives of our clients.Role Summary: As a Lead Wealth Management Consultant, you will be the most seasoned professional within our organization, tasked with overseeing established high-value client portfolios, crafting and executing tailored financial strategies, and driving new business initiatives. This...

About the Role:The Financial Services Representative I - Wealth Champion is an Insurance licensed employee who provides Customers with additional products and services and acts as a wealth referral champion for the Store. This role requires obtaining and maintaining active Life license in the state in which they reside.Key Responsibilities:Provide...

Job Opportunity: We are seeking a talented Customer Service Representative to join our team at Pyramid Consulting, Inc. as a Financial Services Analyst. This is a contract opportunity with long-term potential and is located in a hybrid setting.Key Responsibilities:Financial Analysis: Conduct thorough financial analysis and credit checks to ensure accuracy...

Job Opportunity: We are seeking a talented Customer Service Representative to join our team at Pyramid Consulting, Inc. as a Financial Services Analyst. This is a contract opportunity with long-term potential and is located in a hybrid setting.Key Responsibilities:Financial Analysis: Conduct thorough financial analysis and credit checks to ensure the...

Job OverviewAre you looking for a fulfilling career that offers you the flexibility of time, financial rewards, meaningful connections, and a sense of purpose?As a Business Development Associate at Financial Growth Partners, you will have the opportunity to assist individuals, families, and organizations in realizing their financial aspirations while also...

AmTrust Financial Services, Inc. is seeking a highly skilled Workers Compensation Staff Attorney to join our team.About the Role:We are looking for a talented and experienced Workers Compensation Staff Attorney to represent our company in administrative hearings and provide legal advice to our claims professionals.Key Responsibilities:Represent the...

About Bankers LifeBankers Life is a leading provider of financial services, dedicated to helping individuals achieve their financial goals. As a Financial Services Specialist, you will play a critical role in delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesClient Acquisition and Relationship BuildingIdentify and...

Job SummaryCapital Bank is seeking a highly skilled Customer Service Representative to join our team. As a key member of our banking operations, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Service: Provide timely and effective support to customers, responding to their inquiries...

Job SummaryDahl Consulting is seeking a highly skilled and customer-focused Healthcare Services Representative to join our team. As a key member of our organization, you will be responsible for providing exceptional service to our members, ensuring their needs are met, and resolving any issues that may arise.Key ResponsibilitiesMember Support: Assist members...

KEY RESPONSIBILITIES• Generate supporting documentation for designated sections of the annual and quarterly financial reports, including primary preparation duties for essential financial statements, footnotes, and Management's Discussion and Analysis (MD&A) disclosures.• Leverage the Financial Reporting System (FRS) and relevant platforms to collect...

Job DescriptionCG Financial Services is seeking a seasoned professional to lead our Investment Operations and Strategy team. As the Head of Investment Operations and Strategy, you will be responsible for overseeing the day-to-day investment operations activities and special projects.Key Responsibilities:Investment Operations Management: Own and lead the...

About Onyx Staffing We are a dynamic and growing staffing firm dedicated to providing personalized recruitment and staffing services to our clients. Our mission is to help clients achieve their business goals through comprehensive and tailored strategies.We differentiate ourselves by upholding to a high standard of excellence to provide exceptional service...

Job AnnouncementUse your financial management and leadership skills to help Fairfax County residents live their success stories and thrive. We are looking for an experienced financial analyst and creative problem-solver to supervise a diverse team of professionals. Are you both detail-oriented and innovative? Learn more about our DFS culture and...

About the JobThe YMCA of Metropolitan Washington is a leading nonprofit organization that has a strong commitment to nurturing the potential of kids, promoting healthy living, and fostering a sense of social responsibility. We invite you to join us in this amazing work to develop your skills, to realize your leadership potential and discover a career that is...

Job OverviewPosition Title: Chief Financial AuditorCompany: SecuriportSalary: CompetitiveJob Summary: Securiport is a leader in providing operational auditing services across various sectors, including mineral and hydrocarbon industries. With a global presence and a dedicated workforce, we focus on ensuring compliance and accountability in financial...