Financial Services Representative

This role requires a bilingual Spanish professional to join our team at Bryan Solis - State Farm Agent. We are a leading name in the industry, known for our innovative products and exceptional customer service.As a Financial Representative, you will be responsible for proactively identifying and pursuing new sales opportunities. You will generate leads...

About the RoleWe are seeking a highly motivated and customer-focused Sales Representative to join our team at Andy Herrero - State Farm Agent. As a Sales Representative, you will play a key role in helping our customers achieve their financial goals and protecting their assets.Key ResponsibilitiesIdentify and pursue new business opportunities through...

Job SummaryCapstone Financial Advisors Inc. is seeking a skilled Financial Planner to join our team. As a key member of our Service Team, you will support Wealth Advisors in implementing customized financial plans for our high-net-worth clients.This is a strategic position within the firm, providing an important opportunity for professional growth and...

Financial Account Representative RoleAs a Financial Account Representative with Mae Trongkamsataya - State Farm Agent, you will play a crucial role in marketing financial products that manage everyday risks. Your expertise in financial products will enable you to provide sales-minded and consultative guidance to customers on their financial options. Your...

Customer Service Representative Job DescriptionWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, addressing their inquiries, and assisting with insurance policies.Key...

Job SummaryOverviewCapstone Financial Advisors has an opening for a Financial Planner with relevant experience. As a fee-only, independent Registered Investment Advisor (RIA), we provide tailored wealth management services to high-net-worth clients.Key ResponsibilitiesSupport Wealth Advisors in implementing client financial plansParticipate in client...

Job OverviewAs a Financial Services Representative with Mae Trongkamsataya - State Farm Agent, you will play a key role in marketing financial products that manage everyday risks. Your expertise in financial products will enable you to provide customers with informed guidance on their financial options. Your analytical skills will make you a valuable...

Job SummaryPolaris Wealth Group, a private practice of Ameriprise Financial, is seeking a highly skilled Associate Financial Advisor to join their team. The ideal candidate will have a strong background in financial planning and a passion for delivering exceptional client experiences.The Associate Financial Advisor will be responsible for building...

Job DescriptionNew York Life is seeking a talented Financial Services Professional to join our team. As a Financial Services Professional, you will have the opportunity to develop valuable skills in marketing, business development, and customer relationship management.Key Responsibilities:Learn and develop skills in selling our products and building client...

Job Summary: We are seeking a highly skilled Finance Officer to join our team at DuPage Foundation. The successful candidate will be responsible for overseeing and managing financial data, analyzing and reconciling accounts, and preparing financial reports.Key Responsibilities:Post gifts and ensure timely completion of the weekly gift process.Provide...

Job DescriptionJob Title: Senior Wealth StrategistJob Summary: We are seeking a highly skilled Senior Wealth Strategist to join our team at BMO Financial Group. As a Senior Wealth Strategist, you will be responsible for providing specialized wealth planning services to High Net Worth clients, helping them achieve their long-term financial objectives.Key...

Ajilon Job DescriptionAs a Customer Service Representative at Ajilon, you will be responsible for addressing member inquiries, questions, and concerns in all areas, including products, tracking numbers, and updating customer profiles. You will also verify customer billing information and shipping addresses, and function efficiently and productively in a...

About UsMae Trongkamsataya State Farm is a trusted partner in our customers' lives, providing them with protection and peace of mind. We are committed to exceptional customer service and comprehensive insurance solutions, earning us a solid reputation as a leader in the industry.Role and ResponsibilitiesAs a Sales Representative with Mae Trongkamsataya State...

Job DescriptionJob Title: Medical StrategistJob Summary: We are seeking a highly skilled Medical Strategist to join our team at BMO Financial Group. The successful candidate will be responsible for providing specialized wealth planning services to High Net Worth and Ultra High Net Worth clients.Key Responsibilities:Provide customized advice and specialized...

Wealth Planning ExpertiseAt BMO Financial Group, we are seeking a highly skilled Wealth Planning Expert to join our team. As a key member of our wealth management team, you will be responsible for providing specialized wealth planning advice to High Net Worth and Ultra High Net Worth clients. Your expertise will help clients achieve their long-term financial...

Job SummaryAs a Patient Service Representative at Advocate Aurora Health, you will play a vital role in providing exceptional patient care and support. Your primary responsibility will be to greet and register patients, coordinate scheduling, and answer incoming calls. You will also be responsible for distributing communications, resolving patient inquiries,...

About the RoleWe are seeking a highly skilled and compassionate Patient Service Representative to join our team at Grove Dental Associates in Downers Grove, IL.This is an exciting opportunity to work with a dynamic group of professionals who are dedicated to delivering exceptional patient care and transforming the dental experience.ResponsibilitiesManage a...

**Deliver Exceptional Customer Service**As a key member of the Bank of Montreal team, you will be responsible for delivering exceptional service to our customers and prospects. Your expertise in identifying customer needs and providing advice and guidance will be invaluable in helping us achieve our goals.**Key Responsibilities:**Deliver exceptional customer...

Job SummaryThe Customer Care Representative is a key member of our team, responsible for ensuring quality, friendly, and prompt resolutions to maintain a high level of customer satisfaction. This role involves responding to internal and external customer concerns, processing orders, collecting payments, and tracking shipments. The ideal candidate will have...

Job SummaryWe are seeking a highly skilled Business Banking Relationship Manager to join our team at BMO Financial Group. As a key member of our business banking team, you will be responsible for providing technical expertise and advisory support to our clients, helping them achieve their business goals and objectives.Key Responsibilities:Provide proactive...