Financial Services Specialist

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 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...

About the Role">At Baystate Financial, we are seeking a Strategic Financial Consultant to join our team of professionals. As a key member of our organization, you will play a crucial role in helping individuals and businesses achieve their financial goals.">Key Responsibilities">">Develop comprehensive financial plans tailored to each client's unique needs...

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...

We are seeking a skilled Financial Operations Specialist to join our team at Seven Hills Foundation & Affiliates. As a key member of our accounting department, you will be responsible for processing and approving RFRs (Request for Reimbursement), mailing checks, reviewing data, and ensuring accuracy in billing processes.Key responsibilities...

Job Summary:As a Project Accountant Specialist in our Financial Operations team, you will play a critical role in ensuring the accurate and timely management of project financials. You will work closely with cross-functional teams to provide professional accounting and financial specialist support to project teams, reviewing and evaluating project charges...

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...

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...

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...

Key ResponsibilitiesDeliver exceptional customer service through active listening and engagement to understand customer needs and preferences.Manage all aspects of account servicing, including processing transactions, addressing customer inquiries, and resolving issues promptly.Originate and close home equity lines of credit and consumer loans, ensuring...

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...

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.

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...

We are seeking a highly skilled Member Service Representative to join our team at DCU. As a key member of our staff, you will play a vital role in providing exceptional customer service and support to our members.About the RoleThis is a full-time position that requires strong communication and interpersonal skills. You will be responsible for identifying...

As a Dining Services Team Member - Food Service Specialist with Compass Group USA Inc, you will play a key role in delivering exceptional customer experiences and contributing to the success of our food service operations.**Job Summary:**We are seeking a skilled and detail-oriented Food Service Specialist to join our team at Worcester Polytechnic Institute....

About the OpportunityNew York Life is a Fortune 100 company with a long history of doing good. We've been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.As a Financial Professional, you'll have the power to determine your own income with our commission-based compensation. In 2021, the...

About the RoleAt DCU Inc., we're looking for a talented Teller and Customer Service Specialist to join our team in Worcester, MA.This is a full-time onsite position that involves working closely with customers to understand their financial needs and providing personalized solutions. The ideal candidate will have a strong background in cash handling and...

Job Summary: Controller PositionVeterans Inc. is seeking a detail-oriented and results-driven Controller to oversee accounting operations, including financial reporting and budgeting.The estimated salary for this position is $90,000 - $120,000 per year, depending on experience.Key Responsibilities:Supervise and manage accounting operations, including...

Job Title: Social Services SpecialistWe are looking for a skilled and empathetic Social Services Specialist to deliver high-quality patient care and support.About the Job:The successful candidate will possess excellent communication and interpersonal skills, as well as the ability to work effectively in a fast-paced environment. As a Social Services...

We are seeking a highly skilled Behavioral Support Specialist to join our team at Autism Health Services. As a Behavioral Support Specialist, you will work closely with clients and their families to provide Applied Behavior Analysis (ABA) therapy and related services. You will be responsible for creating a fun and playful learning environment, teaching...