Current jobs related to Financial Services Specialist - Dallas, Texas - New York Life DFW
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Financial Services Specialist
3 weeks ago
Dallas, Texas, United States Woodling Financial Full time**Career Opportunity:**We are seeking a highly motivated Financial Services Specialist to join our team. In this role, you will be responsible for developing strong relationships with clients, identifying their financial needs, and recommending personalized solutions.**Estimated Salary:** $1,200-$2,000 per week (negotiable), depending on experience and...
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Financial Freedom Specialist
3 weeks ago
Dallas, Texas, United States Term Life Specialist Full timeAbout Our OpportunityWe're looking for passionate individuals who want to make a difference in people's lives by helping them achieve financial freedom. As a Term Life Specialist, you'll play a crucial role in empowering professionals to secure their futures and live a life filled with purpose, passion, and fulfillment.Key Responsibilities:Build strong...
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Financial Services Representative
6 days ago
Dallas, Texas, United States OneMain Financial Full timeAt OneMain Financial, we empower customers to achieve their financial goals by providing access to responsible credit solutions. As a Loan Sales Specialist, you will play a crucial role in delivering exceptional customer experiences and driving business growth.About the RoleYou will be responsible for building relationships with customers, understanding...
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Financial Services Specialist
2 days ago
Dallas, Texas, United States FINANCIAL MAVENS SUPPORT GROUP Full timeAbout Our FirmAt Financial Mavericks Support Group, we pride ourselves on delivering high-quality financial services to our clients. With years of experience in accounting, tax, and consulting, we have established a reputation for excellence and reliability.We believe that financial security should be more than just a number on a page. Our team is dedicated...
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Financial Services Leader
2 days ago
Dallas, Texas, United States Stellantis Financial Services US Full timeJob DescriptionWe are looking for a talented Financial Services Leader to join our team at Stellantis Financial Services US. As a key member of our leadership team, you will be responsible for maximizing the adoption and use of data available to improve the current collateral management process.You will collaborate with our Risk Management and Operational...
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Financial Service Associate
5 days ago
Dallas, Texas, United States PNC Financial Services Group Full timeKey Responsibilities: As a Financial Service Associate, you will be responsible for delivering a unique customer experience aimed at improving financial wellbeing and creating loyalty while increasing share of wallet. This involves processing various customer interactions, educating customers on alternatives available for their financial interactions, and...
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Financial Talent Acquisitions Specialist
3 weeks ago
Dallas, Texas, United States Spectrum Financial Group Full timeJob OverviewSpectrum Financial Group is a leading financial services company driven to help people feel more secure and prepared for their financial future.We are seeking a skilled Digital Engagement and Onboarding Specialist to join our recruiting team.This role involves identifying, connecting with, and inviting suitable candidates for Financial...
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Senior Financial Relationship Specialist
4 weeks ago
Dallas, Texas, United States Truist Financial Corporation Full timeAs a Senior Financial Relationship Specialist at Truist Financial Corporation, you will be responsible for providing an exceptional client service experience both in person and over the phone through the development and expansion of new and existing client relationships. With a strong focus on financial solutions, you will provide clients with tailored...
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Financial Transaction Specialist
7 days ago
Dallas, Texas, United States Triumph Financial Full timeWe are seeking a highly skilled Financial Transaction Specialist to join our team at Triumph Financial. This role is responsible for processing all accounts payable transactions, including invoice processing, payment processing, and related reporting.Job SummaryThe ideal candidate will have 2-4 years of experience with accounts payable modules and general...
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Financial Services Professional
5 days ago
Dallas, Texas, United States PNC Financial Services Group Full timeAbout Your RoleAs a Relationship Manager III - C&IB within our Commercial Banking organization, you will play a critical role in driving business growth and expanding our client base. This role requires a high level of autonomy and independence, as well as strong communication and interpersonal skills to build and maintain effective relationships with...
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Financial Reporting Specialist
3 weeks ago
Dallas, Texas, United States ViaOne Services Full timeThe Financial Reporting Specialist at ViaOne Services will play a crucial role in executing monthly financial closings, revenue billings, payables, inventory, and fixed asset reconciliations. This includes journal entry preparation, bank and account reconciliations, cash variance analysis with timelines and accruals.Key responsibilities include performing...
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Financial Services Consultant
4 days ago
Dallas, Texas, United States PNC Financial Services Group Full timeAbout this RoleThis role involves working as a C&IB Associate Relationship Manager within PNC's Commercial Banking organization, based in Dallas, TX. The position is primarily based in a PNC location, but some responsibilities may require time in the office or in the field on a regular basis.You will serve as a strategic partner to clients, adding value and...
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Financial Services Valuation Specialist
6 days ago
Dallas, Texas, United States Ankura Consulting Group Full timeCompany OverviewAnkura Consulting Group is a team of excellence founded on innovation and growth. Our mission is to provide insightful and thorough valuations to clients in the financial services industry.Job DescriptionWe are seeking a skilled Financial Services Valuation Specialist to join our team. As a specialist, you will be responsible for managing and...
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Financial Services Coordinator
2 days ago
Dallas, Texas, United States EmpowerHer Financial Group Full timeEmpowering Clients Through Financial ServicesAt EmpowerHer Financial Group, we understand the importance of financial stability in achieving overall well-being. Our comprehensive range of services, including tax preparation, credit repair, notary services, and financial planning, is designed to empower single women and families with kids to take control of...
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Financial Services Consultant Position
3 weeks ago
Dallas, Texas, United States Woodling Financial Full timeAre you looking for a career that offers flexibility, autonomy, and unlimited earning potential? Do you have a passion for helping others and building long-term relationships? We are seeking a highly motivated and results-driven Financial Services Consultant to join our team at Woodling Financial.The salary for this position is approximately $1,500-$2,500...
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Financial Accounting Specialist
3 weeks ago
Dallas, Texas, United States Exacta Bookkeeping & Tax Services Full timeJob Overview:Exacta Bookkeeping & Tax Services, a leading provider of bookkeeping, accounting, payroll, and tax services in the Greater Austin area, is seeking an experienced Financial Accounting Specialist to join our team. With 19 years of experience in servicing the local community, we have established ourselves as a trusted partner for businesses and...
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Financial Operations Specialist
2 days ago
Dallas, Texas, United States Exacta Bookkeeping & Tax Services Full timeAbout the RoleOur company is seeking an experienced Financial Operations Specialist to join our team. This individual will be responsible for managing multiple clients' bookkeeping needs, including bank account reconciliations, payroll processing, and financial statement preparation. The ideal candidate will have a strong understanding of accounting...
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Financial Services Representative
4 days ago
Dallas, Texas, United States Westlake Financial Full timeIntroduction:At Westlake Financial Services, we are dedicated to providing exceptional service to our customers and employees. Our team is passionate about delivering results-driven solutions that meet the evolving needs of our business.Role Summary:This role is responsible for handling a high volume of inbound calls from Westlake Customers while ensuring a...
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Content Strategist for Financial Services
4 days ago
Dallas, Texas, United States Cetera Financial Group Full timeAbout the Opportunity:Cetera Financial Group is a leading provider of retail services to the investment programs of banks and credit unions. We empower the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.We are seeking a highly...
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Compliance Specialist
3 weeks ago
Dallas, Texas, United States Dudas IT Resources & Advisory Inc Full timeCompliance Specialist Job SummaryWe are seeking a Compliance Specialist to join our team. In this role, you will be responsible for conducting risk-based monitoring and testing to assess the effectiveness of the control environment established by OUR CLIENT to comply with applicable legal and regulatory requirements.Key Responsibilities:Conduct risk-based...
Financial Services Specialist
3 weeks ago
We are seeking an ambitious and enthusiastic individual to join our team as an Entry-Level Financial Advisor in Frisco, TX. This role is ideal for those keen on broadening their expertise and competencies in finance.
The successful candidate will provide expert advice on investments, retirement planning, taxes, insurance, and other financial instruments. You will collaborate closely with clients to evaluate their financial needs, create customized strategies, and suggest suitable financial remedies.
