Financial Services Representative

5 days ago


Wilmington, North Carolina, United States Edward Jones Full time
Financial Services Representative
We are seeking a highly skilled Financial Services Representative to join our team at Edward Jones. As a representative, you will be responsible for delivering exceptional personalized service to clients, building and maintaining relationships, and providing financial solutions to meet their needs.

**Salary:** $20.00 - $22.26 per hour
**Job Description:**
• Develop and implement comprehensive financial plans tailored to clients' goals and objectives
• Analyze clients' financial situations and provide recommendations on investment opportunities
• Collaborate with financial advisors to identify potential clients and build relationships
• Stay up-to-date on industry trends and regulatory changes affecting the financial services sector
• Communicate effectively with clients, colleagues, and management to achieve business objectives

**Requirements:**
• 2+ years of experience in financial services or a related field
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficient in current office technology and software applications
• Willingness to learn and adapt to new technologies and processes

**Benefits:**
• Competitive salary and bonus structure
• Comprehensive benefits package, including medical, dental, and vision insurance
• Paid time off and holidays
• Opportunities for professional development and career advancement
• Inclusive and supportive work environment


  • Wilmington, North Carolina, United States Spectrum Community Management Accounting Services Full time

    Spectrum Community Management Accounting Services is seeking a skilled Financial Services Specialist to join our team. In this role, you will be responsible for providing financial guidance to our management company clients, producing financial reports, and building relationships with our clients.Key Responsibilities:Produce accurate and timely financial...


  • Wilmington, North Carolina, United States Absolute Dental Services Inc Full time

    About Absolute Dental Services IncWe are the leading provider of fixed dental prosthetics and implant restorations in Wilmington, NC.Job Title: Customer Service Representative (Driving Position)The estimated salary for this role is $45,000-$60,000 per year, depending on experience.Company OverviewAt Absolute Dental Services Inc, we pride ourselves on...


  • Wilmington, North Carolina, United States Edward D. Jones Full time

    About UsAt Edward D. Jones, we're committed to helping clients achieve their long-term financial goals. As a Financial Services Coordinator, you'll team up with experienced Financial Advisors to provide exceptional personalized service and support to our clients.What You'll DoYou'll be responsible for delivering top-notch client service, taking an active...


  • Wilmington, North Carolina, United States Local Government Federal Credit Union Full time

    About Our CultureWe value a diverse and inclusive work environment where everyone can thrive. Our organization is committed to the success and well-being of our employees, recognizing that a healthy and prosperous community benefits us all.Role OverviewThe Civic Advisor plays a vital role in delivering exceptional member experiences by providing personalized...


  • Wilmington, North Carolina, United States EHR Services Full time

    Job SummaryWe are seeking a skilled Luxury Spa Customer Service Representative to join our team at Red Arrays Light Therapy Spa in EHR Services. This part-time role offers flexible scheduling, making it an ideal opportunity to contribute to our groundbreaking new venture while fitting seamlessly into your schedule.About the RoleYou will be the initial point...


  • Wilmington, North Carolina, United States Which Wich Superior Sandwiches Full time

    Job Description: Customer Service RepresentativeWe are looking for a talented Customer Service Representative to join our team at Which Wich Superior Sandwiches. As a Customer Service Representative, you will be responsible for providing top-notch customer service, taking guest orders, and ensuring a positive dining experience.Duties and...

  • Financial Analyst

    3 weeks ago


    Wilmington, North Carolina, United States Spectrum Community Management Accounting Services Full time

    Financial ResponsibilitiesSpectrum Community Management Accounting Services is seeking a highly skilled Financial Analyst to join our team. As a key member of our accounting department, you will be responsible for producing financial reports for a portfolio of associations. Your expertise will help us build relationships with our management company clients,...


  • Wilmington, North Carolina, United States Walmart Full time

    Join Walmart's Customer Service Representative team and play a key role in delivering exceptional customer experiences. As a Customer Service Representative, you'll be responsible for responding to customer inquiries, resolving issues, and providing product information.The estimated salary for this position is $25 per hour. We offer a range of benefits,...


  • Wilmington, North Carolina, United States First Citizens Bank Full time

    OverviewFirst Citizens Bank offers an exciting opportunity to begin your financial services career through our licensed sales development program.The journey begins with a customized study program to obtain investment and insurance licenses, including the Securities Industry Essentials [SIE], Series 6, 63, and state-specific life insurance. Once complete,...


  • Wilmington, North Carolina, United States Paragon Full time

    Job SummaryParagon is seeking a skilled Security Services Representative to join our team. The successful candidate will provide exceptional customer service, ensuring the security and safety of clients, employees, and visitors. This role involves controlling access to facilities, responding to emergency situations, and performing administrative tasks.About...


  • Wilmington, North Carolina, United States First Citizens Bank Full time

    Unlock a rewarding career in financial services with First Citizens Bank's licensed sales development program.OverviewWe offer a comprehensive study program to obtain investment and insurance licenses, including the Securities Industry Essentials (SIE), Series 6, 63, and state-specific life insurance. Upon completion, you'll learn core banking principles and...


  • Wilmington, North Carolina, United States Cape Fear Habitat for Humanity Full time

    We are seeking a part-time customer service representative to join our Cape Fear Habitat for Humanity ReStore team. The estimated salary for this role is $12-$15 per hour, depending on experience. As a cashier, you will be responsible for providing excellent customer service, operating a point of sale register, and maintaining a clean and organized store...


  • Wilmington, North Carolina, United States Belk Full time

    Becoming a Customer Service Representative at Belk can lead to exciting opportunities for growth and development in retail sales. Key responsibilities include meeting sales targets, maintaining high levels of customer satisfaction, and adhering to company policies.Key Skills and Qualifications:Excellent communication and interpersonal skillsAbility to work...


  • Wilmington, North Carolina, United States Pacific Aviation Full time

    Job DescriptionWe are seeking a Terminal Customer Service Representative to join our team at ILM Airport. As a terminal customer service representative, you will be responsible for assisting passengers with wheelchair services.Key ResponsibilitiesProvide assistance to passengers requiring wheelchair or luggage assistance, offer general information, and...


  • Wilmington, North Carolina, United States NIKE Full time

    Nike is looking for a Retail Customer Service Representative to provide exceptional customer experiences. Your key responsibilities will include creating a welcoming store environment, maintaining high standards of customer service, and supporting sales and product flow initiatives.Main Responsibilities:Greet customers and provide assistance as neededProcess...


  • Wilmington, North Carolina, United States Sales Bizlab Full time

    About the RoleAt Sales Bizlab, we are seeking a highly skilled and organized individual to join our team as a Front Office Representative. This is an excellent opportunity for someone looking to start their career in customer service or administration.We offer a competitive salary of $28.37 per hour based on experience, plus benefits and opportunities for...


  • Wilmington, North Carolina, United States CVS Health Full time

    At CVS Health, we're dedicated to delivering exceptional customer experiences and transforming the future of healthcare. As a Customer Service Representative, you will play a vital role in shaping our company's vision by providing compassionate and personalized support to our customers.About the RoleThe Retail Store Associate position is an exciting...


  • Wilmington, North Carolina, United States PNC Financial Services Group Full time

    **About the Role**We are seeking a highly motivated and customer-focused individual to join our team as a Part Time Teller in Wilmington, NC at Monkey Junction retail banking branch.The estimated salary for this role is around $45,000 per year, depending on experience. As a Part Time Teller, you will be responsible for providing exceptional customer service,...


  • Wilmington, North Carolina, United States Nielsen Dodge Chrysler Jeep Ram Full time

    About the OpportunityWe are seeking a Vehicle Service Representative to join our team at Nielsen Dodge Chrysler Jeep Ram.Estimated Salary: $45,000 - $60,000 per yearThe successful candidate will be responsible for providing exceptional customer service, ensuring seamless communication between customers and technicians, and delivering high-quality vehicle...


  • Wilmington, North Carolina, United States Infinia Search Inc Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team in Hanover, PA. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our customers via phone, email, and other communication channels.