Financial Services Associate
4 weeks ago
We are seeking a highly motivated and detail-oriented individual to assist our Financial Advisor in providing exceptional service to clients.
Responsibilities:
- Support the Financial Advisor in preparing for client meetings and ensuring timely follow-up on pending service items.
- Communicate with clients and various investment and insurance companies to resolve service-related issues.
- Maintain compliance with regulatory rules and regulations, and log service notes in our CRM system.
- Build strong relationships with clients and contribute to the growth of our client base.
Requirements:
- Previous experience in banking, finance, or a related field.
- Proficiency in Salesforce or Redtail CRM is a plus.
- Strong analytical and critical thinking skills, with excellent written and verbal communication skills.
-
Financial Services Associate
4 weeks ago
Maumee, Ohio, United States Toledo Financial Group, Inc Full timeJob OverviewWe are seeking a highly motivated and detail-oriented individual to assist our Financial Advisor in providing exceptional service to clients. The ideal candidate will have previous experience in banking, finance, or a related field and be proficient in using CRM software such as Salesforce or Redtail.Key Responsibilities:Support the Financial...
-
Financial Services Professional
4 weeks ago
Maumee, Ohio, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled Financial Services Professional to join our team. As an Investment and Insurance Advisor, you will be responsible for consulting with clients on investment and insurance strategies, as well as developing financial plans to help them achieve their goals. You will also be responsible for...
-
Financial Services Coordinator
4 weeks ago
Maumee, Ohio, United States Hantz Group Full timeJob SummaryHantz Group, a leading financial services company, is seeking a highly motivated and detail-oriented Planning Analyst Intern to join our team. As a Planning Analyst Intern, you will be integrated into our Family Office, working closely with our Financial Advisors to gain valuable hands-on experience in the financial services industry.Key...
-
Accounts and Financial Services Specialist
2 days ago
Maumee, Ohio, United States Sun Federal Credit Union Full timeJob SummaryWe are seeking an experienced and detail-oriented Financial Operations and Accounting Specialist to join our team at Sun Federal Credit Union.The ideal candidate will have a strong background in accounting and financial operations, with experience in accounts payable, expense reporting, and general ledger management.The successful candidate will...
-
Financial Professional
4 weeks ago
Maumee, Ohio, United States Integrated Talent Strategies Full timeAccounting and Financial Services ManagerIntegrated Talent Strategies (ITS) is working with a manufacturing leader to find a highly skilled Accounting and Financial Services Manager. This is a direct-hire opportunity with a competitive compensation and benefits package.Responsibilities: Maintain General Ledger (GL) for accurate financial reporting Prepare...
-
Financial Planning Assistant
4 weeks ago
Maumee, Ohio, United States Hantz Group Full timeJob OpportunityHantz Group, a leading Michigan-based financial services company, is seeking a highly skilled Financial Planning Assistant to join their team. As a key member of the financial planning practice, you will work closely with experienced Financial Advisors and other specialists to deliver exceptional client service and support.Key...
-
Financial Aid Advisor
4 weeks ago
Maumee, Ohio, United States Sole Hire LLC Full timeJob SummaryWe are seeking a skilled Financial Aid Advisor to join our team at Sole Hire LLC. The ideal candidate will have a strong understanding of financial aid policies and procedures, with excellent communication skills to advise students and families throughout the financial aid process.This is a full-time direct hire role, requiring a thorough...
-
Financial Aid Advisor
4 weeks ago
Maumee, Ohio, United States Sole Hire LLC Full timeJob Title: Financial Aid AdvisorSole Hire LLC is seeking a highly skilled Financial Aid Advisor to join our team. As a key member of our team, you will be responsible for providing exceptional student-focused support and advising students and families throughout the financial aid process.This is a full-time direct hire role, and we are looking for a...
-
Financial Aid Advisor
1 month ago
Maumee, Ohio, United States Sole Hire LLC Full timeJob Title: Financial Aid AdvisorLocation: Maumee, OHSole Hire LLC has been exclusively selected to spearhead the search for a skilled Financial Aid Advisor for our client in the for-profit higher education sector. This is a full-time direct hire role.We are looking for a candidate situated within a commutable distance to our Maumee, OH campus, available to...
-
Financial Planning Specialist
4 weeks ago
Maumee, Ohio, United States PNC Bank Corp. Full timeKey Responsibilities:Consults with clients on investment and insurance strategies to develop personalized financial plans.Manages and grows an investment and insurance book of business, focusing on client satisfaction and retention.Owns the client experience, efficiently handling sales and service inquiries.About the Role:This role is ideal for a...
-
Financial Reporting Specialist
3 weeks ago
Maumee, Ohio, United States Integrated Talent Strategies Full timeIntegrated Talent Strategies (ITS) is a global recruitment and staffing agency specializing in technical and professional positions. Founded in 1984, ITS has established itself as a strategic partner for job seekers by offering a wide range of services and adapting to the changing needs of its clients. Some of the largest and most respected architectural,...
-
Laundry Worker
4 weeks ago
Maumee, Ohio, United States Healthcare Services Group Full timeLaundry Worker Job SummaryWe are seeking a reliable and detail-oriented Laundry Worker to join our team at Healthcare Services Group. As a Laundry Worker, you will be responsible for collecting, sorting, and loading soiled linen into the washer(s) and loading clean linens into the dryer(s), folding clean linens, counting and recording the linen processed...
-
Service Desk Support Analyst
4 weeks ago
Maumee, Ohio, United States Frontline Managed Services Full timepElevateyourITcareerwithFrontlineManagedServicesWe'reseekingaHelpDeskteamplayerwhoistech-savvyandhungryforknowledge./ppstrongAboutus:/strongpFrontlineManagedServicesstandsasapioneerinIT,Financial,andAdministrativeManagedServicesforlegalandprofessionalservicefirms./pWearededicatedtoinnovation,technology,andefficiencyintheindustry./ppAsamemberoftheServiceDeskT...
-
Woodworking Production Associate
2 days ago
Maumee, Ohio, United States Cardinal Staffing Services, Inc Full timeAbout the RoleWe are seeking a highly skilled Woodworking Production Associate to join our team in Maumee, OH. This is an excellent opportunity for individuals who enjoy working with wood and have experience in manufacturing or related fields.
-
Manufacturing Associate
4 weeks ago
Maumee, Ohio, United States Cardinal Services Full timeAs a Production Worker with Cardinal Staffing Services, you will be part of a dynamic team in a fast-paced manufacturing environment. Your responsibilities will include working in all aspects of manufacturing operations for a chemical production facility. You will be involved in various tasks such as assembly, quality control, and packaging. If you are...
-
Customer Service Associate
4 weeks ago
Maumee, Ohio, United States Barnes Group Full timeCustomer Service Representative OpportunityWe are seeking a skilled Customer Service Representative to join our team at Barnes Group in Maumee, OH. As a key member of our Force and Motion Control SBU, you will be responsible for preparing, reviewing, and flowing down all AS solicitations. Your duties will include providing exceptional customer service,...
-
ParkerStore Support Specialist
3 weeks ago
Maumee, Ohio, United States MRA Recruiting Services Full timeJob Title:ParkerStore Support SpecialistCompany:MRA Recruiting ServicesLocation:Remote or On-SiteJob Summary:We are seeking a highly skilled ParkerStore Support Specialist to join our team. The successful candidate will be responsible for maintaining personal relationships with existing store customers and developing relationships with new customers. They...
-
Customer Service Representative
4 weeks ago
Maumee, Ohio, United States Directions Credit Union Full timeJob SummaryThe successful MSR I (Teller) is an enthusiastic employee who is responsible for providing outstanding service to CU members and is willing to greet them, listen to them and find solutions to their financial needs. A MSR I will be able to handle basic teller duties and ensures that members are promptly and professionally served. This position...
-
Sales Associate
4 weeks ago
Maumee, Ohio, United States Buffalo Wild Wings Full timeAt Buffalo Wild Wings, we're looking for a Sales Associate to join our team. As a Sales Associate, you'll be responsible for managing takeout orders and helping guests pay for their orders. You'll also make a great first impression with each and every guest, greet hungry sports fans like they're part of the team, and show passion & commitment in a fast-paced...
-
Customer Service Representative
3 weeks ago
Maumee, Ohio, United States Directions Credit Union Full timeThe successful MSR I (Teller) is an enthusiastic employee who is responsible for providing outstanding service to CU members and is willing to greet them, listen to them and find solutions to their financial needs.A MSR I will be able to handle basic teller duties and ensures that members are promptly and professionally served.This position requires the...