Financial Services Professional Role

Job OverviewWe are seeking a highly organized and detail-oriented Sales Assistant to join our team at Clifford & Rano Associates, Inc. in the Eastern time zone. As a licensed full-time Sales Assistant, you will be responsible for providing exceptional customer service and supporting our financial advisors in their daily operations.The ideal candidate will...

Role DescriptionAs a Comprehensive Financial Advisor at Baystate Financial, you will play a critical role in delivering exceptional client experiences and driving business growth. Your expertise will lie in creating tailored financial solutions for clients, encompassing investments, insurance, and estate planning.You will work collaboratively with clients to...

Job Title: Financial Planning Expert at Baystate Financial in Worcester, MA At Baystate Financial, we're dedicated to helping clients achieve financial clarity and independence. As a Financial Planning Expert, you'll work closely with clients to provide expert financial advice and guidance on retirement planning strategies and investment recommendations.The...

Grow Your Career as a Financial Service ProfessionalIn this dynamic role, you will have the opportunity to develop your skills and expertise while providing exceptional service to our valued members.About the Role:Work collaboratively with members to understand their financial goals and objectivesBuild strong relationships with existing and new members...

At Wildcat Lending, we're seeking a skilled Account Executive to join our team. As a key member of our sales force, you will be responsible for originating and closing hard money loans for real estate investors. This is a dynamic role that requires a strong ability to build relationships with clients, analyze loan portfolios, and meet or exceed monthly loan...

About the RoleThe Customer Experience Manager - Financial Services position requires a professional who is passionate about providing top-notch customer service and sales support. You will work closely with customers to understand their financial needs and provide tailored solutions.

Job OverviewWe are seeking a skilled Client Service Manager to join our financial advisory teams at Moneta, a national independent Registered Investment Advisor.This role involves developing and building relationships with clients through frequent interaction, providing dedicated service to meet client needs. As a Client Service Manager, you will work...

Job Description: Financial Management SpecialistFord's Hometown Services is seeking a detail-oriented and organized Financial Management Specialist to play a crucial role in strengthening our accounting team. The ideal candidate will thrive in managing a variety of accounting tasks and contributing significantly to the financial accuracy and integrity of the...

**Job Summary**We are seeking a Program Director to oversee our Intensive Community Wrap Around Supports program. This role involves supervising a team of clinicians, nurses, and other support staff, as well as implementing evidence-based practices to support individuals with Autism Spectrum Disorder and Significant Mental Illness.The ideal candidate will...

About UsWe're a dynamic and growing company at Ford's Hometown Services looking for an exceptional Financial Analyst to join our team. As a key member of our accounting department, you'll have the opportunity to make a significant impact on our financial accuracy and integrity.Key Responsibilities:Financial Data Analysis: Utilize QuickBooks Desktop Pro 2022...

Job DescriptionThis position offers a unique chance to thrive in a dynamic environment where no two days are the same. As a Financial Service Manager at UniBank, you will be responsible for managing customer relationships, promoting sales growth, and delivering exceptional service.You will serve as the primary point of contact for customers, providing them...

Job DescriptionThe Sales Assistant role is an exciting opportunity to work with a well-established financial advisor in a remote setting. In this position, you will be responsible for assisting clients with various tasks, including account inquiries, transactions, and document preparation. You will also have the opportunity to develop strong client...

Job SummaryWe are seeking a highly skilled Financial Controller to join our team at Rise Baking Company, LLC. As a key member of our finance department, you will be responsible for maintaining excellent communication with corporate finance and operations while serving as a business partner to plant site managers.About the RoleDevelop budgets and periodic...

We are committed to being the best service provider in the industry, taking pride in protecting the lives and assets of our customers and their communities. We have a variety of programs and exceptional benefits that make us an attractive place to work.About ConvergintAt Convergint, we value diversity, inclusion, and growth. Our positive culture is driven by...

Imaging Services Professional Job SummaryWe are seeking a highly skilled Imaging Services Professional to join our team at Saint Vincent Physician Services, Inc. In this role, you will perform advanced-level ultrasound procedures, process and file films, and collaborate with licensed physicians to develop diagnostic plans.About the Team:Our team is dedicated...

Key ResponsibilitiesThe successful candidate will have the following key responsibilities:Provide exceptional customer service to clients, responding promptly to their inquiries and resolving issues efficientlySupport financial advisors in preparing and submitting client paperwork, financial transactions, and reportsMaintain accurate records of client...

Requirements and QualificationsTo be successful as a Regional Financial Services Leader, you will need to possess exceptional interpersonal and leadership skills, excellent oral and written communication skills, and a customer service-focused approach. Proficiency in current office technology, such as Microsoft Office and Google Workspace, is also...

About the RoleAs a Grant and Contract Specialist III, you will play a critical role in supporting the financial operations of our department. Your primary responsibility will be to manage all phases of pre-award grants and contracts administration, including monitoring budgets, expenses, and recovered overhead. You will also advise Sr. Administrators and PIs...

Accounting Expertise: In this role, you will have the opportunity to utilize your technical skills and expertise in accounting to contribute to the success of Fords Hometown Services. You will work closely with the accounting team to ensure the financial accuracy and integrity of the company, utilizing QuickBooks Desktop Pro 2022 and other accounting...

Salary and BenefitsThe estimated annual salary for this position is $124,000, based on average income data from 2021. As an insurance agent, your compensation will be commission-based, with opportunities for bonuses and incentives.In addition to a competitive salary, you will also enjoy a comprehensive benefits package, including medical, dental, vision,...