Financial Services Support Specialist

2 weeks ago


Detroit, Michigan, United States DFCU Financial Full time

Position Overview: Deliver exceptional service and administrative assistance to a prominent Financial Consultant in the Greater Detroit region.

Key Responsibilities:

  • Facilitate the processing of documents related to account initiation and maintenance.
  • Provide essential administrative support utilizing all necessary back-office systems and protocols.
  • Assist clients and potential clients via phone and in-branch regarding general account management and inquiries.
  • Serve as a liaison with branch personnel to promote the mission of Investment Services.
  • Support the Financial Consultant through various functions, including direct communication and aiding branch staff in referral initiatives.

Qualifications:

  • High school diploma or equivalent.
  • Minimum of two years of customer service experience, preferably in finance.
  • Possession of current FINRA series 6 & 63 licenses or the ability to obtain them within 12 months of employment.
  • Current series 7 license is preferred, or the capability to secure it within 24 months of employment.
  • Exhibit a consistently positive, cooperative, self-driven, courteous, and professional demeanor.
  • Proven ability to handle document processing with a high level of accuracy and attention to detail.


  • Detroit, Michigan, United States Symmetry Financial Group -Simple Solutions Financial Services LLC Full time

    Job Opportunity**About Us**Symmetry Financial Group - Simple Solutions Financial Services LLC is a leading provider of mortgage protection solutions. We are seeking highly motivated and results-driven individuals to join our team as Mortgage Protection Specialists.Job SummaryWe are looking for individuals who are passionate about helping families protect...


  • Detroit, Michigan, United States Gesher Human Services Full time

    Position OverviewGesher Human Services is dedicated to providing hope and opportunities for individuals in various settings, including workplaces, homes, and community environments. The organization specializes in workforce development, behavioral health, and inclusive programs, particularly focusing on the Jewish community within Metro Detroit.Role...


  • Detroit, Michigan, United States PNC Financial Services Group Full time

    Job DescriptionPosition OverviewPNC Financial Services Group is a leading financial institution that values its employees as its greatest differentiator and competitive advantage. We strive to deliver exceptional customer experiences and foster an inclusive workplace culture where all employees feel respected, valued, and empowered to contribute to the...


  • Detroit, Michigan, United States Brinks Full time

    About the RoleWe are seeking a highly skilled Financial Data Specialist to join our team at Brink's. As a key member of our operations team, you will be responsible for performing extensive data entry of account profile information into our database.Key ResponsibilitiesPerform data entry of account profile information into our database with high accuracy and...


  • Detroit, Michigan, United States Brinks Full time

    About the RoleWe are seeking a highly skilled Financial Data Specialist to join our team at Brink's. As a key member of our operations team, you will be responsible for performing extensive data entry of account profile information into our database.Key ResponsibilitiesPerform data entry of account profile information into our database with high accuracy and...


  • Detroit, Michigan, United States Veterans Benefits Administration Full time

    Summary As a Support Services Specialist you will: This position is located in the Support Services Division (SSD) at a VA Regional Office (RO) and the incumbent serves as a senior support services specialist. The purpose of the work is to plan, organize, administer and ensure adequate administrative support regarding supplies, Personal Identity Verification...


  • Detroit, Michigan, United States Healthcare Support Full time

    Healthcare Support is currently seeking a traveling CT Imaging Specialist for an exciting opportunity.Position Overview & RequirementsSpecialty: CT Imaging SpecialistField: Allied Health ProfessionalDuration: 13 weeks36 hours per weekShift: 12 hours, night shiftsEmployment Type: TravelBenefits: Up to $500 in travel reimbursement, overtime and loyalty...


  • Detroit, Michigan, United States augmentjobs Full time

    Job OverviewPosition Summary:As a Financial Treasury Specialist at AugmentJobs, you will be instrumental in overseeing the organization's financial resources and obligations. Your role will involve tracking cash flow, evaluating financial metrics, and implementing strategies to enhance liquidity, reduce financial exposure, and optimize investment returns....


  • Detroit, Michigan, United States Brinks Full time

    About the RoleWe are seeking a highly skilled Financial Data Specialist to join our team at Brink's. As a key member of our operations team, you will be responsible for performing extensive data entry of account profile information into our database.Key ResponsibilitiesPerform data entry of account profile information into our database with high accuracy and...


  • Detroit, Michigan, United States CCRES, Educational & Behavioral Health Services Full time

    Position OverviewJoin CCRES as an Educational Support Specialist, where you can make a significant impact in the lives of students through our collaboration with educational institutions.ROLE SUMMARY:The Educational Support Specialist will assist learners in various domains, including Autism Spectrum Disorders, Emotional Disturbances, Instructional Needs,...


  • Detroit, Michigan, United States Contractor In Charge Full time

    Job OverviewClient Support SpecialistContractor In Charge is in search of a detail-oriented and efficient Client Support Specialist. The ideal candidate will possess a professional demeanor, strong multitasking abilities, and exceptional time management, computer, and communication skills.About UsOur goal is to assist small business owners in the home...


  • Detroit, Michigan, United States HealthCare Support Full time

    Job Opportunity with HealthCare SupportJob Title: Travel Nurse RN SpecialistJob Summary:We are seeking a skilled Travel Nurse RN Specialist to join our team at HealthCare Support. As a Travel Nurse RN Specialist, you will have the opportunity to work in a dynamic and challenging environment, providing high-quality patient care and contributing to the success...


  • Detroit, Michigan, United States Healthcare Support Full time

    Healthcare Support is actively seeking a traveling CT Imaging Specialist for an exciting opportunity.Position Overview & RequirementsSpecialty: CT Imaging SpecialistDiscipline: Allied Health ProfessionalDuration: 13 weeks40 hours per weekShift: 8 hours, daytimeEmployment Type: TravelQualifications: ARRT (R), BLS certification, and a minimum of 2 years of...


  • Detroit, Michigan, United States Healthcare Support Full time

    Position Overview:Healthcare Support is currently seeking a traveling CT Imaging Specialist for an exciting opportunity.Job Specifications:Specialty: CT Imaging SpecialistField: Allied Health ProfessionalEmployment Type: TravelWork Schedule: - Duration: 14 weeks - Weekly Hours: 40 hours - Shift Length: 8 hours, eveningsShift Details: - Afternoon Shifts:...


  • Detroit, Michigan, United States Healthcare Support Full time

    Job Title: Travel Nurse RN PCU SpecialistJob Summary:We are seeking a skilled Travel Nurse RN PCU Specialist to join our team at Healthcare Support. As a Travel Nurse RN PCU Specialist, you will be responsible for providing high-quality patient care in a progressive care unit setting.Responsibilities:Provide direct patient care to patients in a progressive...


  • Detroit, Michigan, United States Healthcare Support Full time

    Job Title: Travel Nurse RN SpecialistJob Summary:Healthcare Support is seeking a skilled Travel Nurse RN Specialist to join our team. As a Traveling Healthcare Professional, you will have the opportunity to work in a dynamic and challenging environment, providing high-quality patient care and contributing to the success of our organization.Job...


  • Detroit, Michigan, United States CCRES, Educational & Behavioral Health Services Full time

    Position OverviewJoin CCRES as a Bilingual Education Support Specialist, collaborating with educational institutions to enhance the learning experience for students.ROLE SUMMARY:The Bilingual Education Support Specialist will provide individualized and small group assistance to students, facilitating the implementation of educational programs.This role...


  • Detroit, Michigan, United States Healthcare Support Full time

    Job Title: Diagnostic Imaging SpecialistJob Summary:We are seeking a skilled Diagnostic Imaging Specialist to join our team at Healthcare Support. As a Diagnostic Imaging Specialist, you will be responsible for operating and maintaining medical imaging equipment, including CT scanners, to produce high-quality diagnostic images for healthcare...


  • Detroit, Michigan, United States Healthcare Support Full time

    Job Title: Travel Nurse RN SpecialistJob Summary:Healthcare Support is seeking a skilled Travel Nurse RN Specialist to join our team in a Telemetry role. As a Traveling Healthcare Professional, you will have the opportunity to work in a dynamic and challenging environment, providing high-quality patient care and contributing to the success of our healthcare...


  • Detroit, Michigan, United States Benzinga Full time

    Transform the Financial Advertising Landscape at BenzingaBecome a vital part of Benzinga, a forward-thinking media organization that is redefining the financial information sector through groundbreaking advertising strategies. We are in search of an Advertising Sales Innovator, also recognized as a Sales Development Representative, who is passionate about...