Financial Services Representative

Job Title: Associate Financial AdvisorAbout Us:Alera Group is a leading financial services company dedicated to helping individuals achieve their retirement goals. With a strong foundation of integrity, trustworthiness, and confidence-building strategies, we provide comprehensive financial solutions for our clients.Salary: $65,000 - $85,000 per year based on...

About the PositionWe are looking for a Financial Services Professional with a strong background in accounting, finance, or a related field to join our team as a Senior Credit Specialist. In this role, you will be responsible for collecting and tracking financial statements, performing annual reviews of existing relationships, and preparing preliminary...

Alera Group is a leading provider of financial services, offering a range of solutions to help individuals achieve their retirement and investment goals.We are seeking a highly motivated Senior Financial Services Consultant to join our team in Needham, MA. This individual will play a key role in assisting with new client onboarding, conducting review...

Company OverviewRoche Bros. Supermarkets is a leading supermarket chain committed to providing exceptional customer service and quality products to our customers. We are seeking a skilled and friendly Customer Service Representative to join our team.

Job SummaryThe Chief Financial Officer (CFO) is a leadership position responsible for the financial control of operations at 813 Consultants, LLC. The CFO will collaborate with the Leadership Team to provide support and consultation services to all programs and subsidiaries.About the RoleWe are seeking an experienced CFO who can lead our financial strategy...

Job Title: Financial Portfolio SpecialistCompensation and Benefits:The estimated annual salary for this position is $65,000-$85,000, depending on experience. Needham Bank offers a comprehensive benefits package, including fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program,...

Company OverviewAlera Group is a leading provider of financial services, dedicated to helping clients achieve their retirement and investment goals. With a focus on integrity, trustworthiness, and confidence-building, we offer a comprehensive range of services to address our clients' priorities.

About Us813 Consultants, LLC is a leading non-profit organization dedicated to providing high-quality services to our community. We are committed to excellence in everything we do and strive to create a positive impact on the lives of those we serve. Our team is passionate about making a difference, and we are looking for like-minded individuals to join our...

Job OverviewThe Charles River Center seeks a highly experienced Chief Financial Officer to lead financial and operational strategy, reporting directly to the President/CEO.About UsWe are a prominent Human Services organization in Needham, serving over 1000 individuals and families. Our mission is empowerment, collaboration, and advocacy for people with...

**About the Role:**We are seeking a highly motivated and customer-focused individual to join our team as a Customer Care Center Specialist II. As a key member of our banking team, you will be responsible for providing exceptional service to our customers, resolving issues, and ensuring their needs are met.Responsibilities:Provide timely and effective...

About Needham BankNeedham Bank is a leading community bank dedicated to building a diverse, inclusive, and authentic workplace. We offer a unique opportunity to join a dynamic team and contribute to our mission of delivering exceptional customer service and financial solutions.BenefitsWe offer a competitive salary range of $80,000 - $120,000 per year,...

We are seeking a detail-oriented and analytical Bank Credit Analyst to join our team. In this role, you will be responsible for managing and growing a portfolio of commercial clients with loan and non-loan products. Key responsibilities include reviewing personal and business financial statements, tax returns, and other pertinent financial information,...

About UsNeedham Bank is a dynamic financial institution dedicated to providing exceptional customer service and innovative solutions.">Your RoleWe are seeking an experienced Project Director to lead our high-priority projects, ensuring timely delivery and adherence to budget. The ideal candidate will have 3-5 years of similar experience, a Bachelor's Degree,...

Needham Bank is seeking a talented Talent Acquisition and Engagement Specialist to join our team. The successful candidate will be responsible for developing and implementing creative recruitment strategies, engaging with employees to improve workplace culture, and providing exceptional support to management during the hiring process.Job OverviewThe ideal...

**About Equinox**We are proud to be recognized as the industry leader in Personal Training expertise, with a commitment to elevating our trainers through comprehensive client fitness programs that are safe, effective and results driven. Our trainers have access to the highest compensation structure in the industry, with an earning potential of over $100K+,...

About the OpportunityWe are seeking a highly skilled Branch Support Associate to join our team. As a key member of our branch, you will work closely with our Financial Advisors to provide exceptional support and service to our clients.Job ResponsibilitiesThis role is an excellent opportunity for someone who is passionate about delivering outstanding customer...

Seeking a highly skilled Fire Protection Specialist to work out of our Needham, Massachusetts office. This role involves laying out, assembling, installing, maintaining, and servicing fire sprinkler systems in commercial buildings throughout Rhode Island/Massachusetts.About the Role:This is a great opportunity for an experienced Pipefitter looking to...

Job OverviewWe are seeking a highly skilled Customer Service Representative to join our team at First Help Financial. In this role, you will be responsible for providing exceptional customer service to our clients and dealer partners.About the RoleProvide customer service via phone and email, resolving client discrepancies and addressing concerns in a timely...

Unlocking Financial PotentialAt Direct Federal Credit Union, we believe that everyone deserves access to expert financial guidance and support. As a Member Services Representative, you will play a critical role in helping our members achieve their financial goals by explaining our products and services, identifying opportunities for growth, and providing...

Job DescriptionWe are seeking a highly motivated Financial Services Representative to join our team at Needham Bank. In this role, you will be responsible for providing expert guidance and support to our customers through various communication channels.Key Responsibilities:Identify and resolve customer needs and concerns in a timely and professional...

Career Development OpportunitiesFHG offers a structured Career Development Rotation (CDR) program that provides full-time employees with opportunities to experience different roles in multiple departments. Participants starting in Customer Service will rotate to Funding, gaining valuable skills and broadening their understanding of the company's...

We are seeking a skilled and experienced Auto Loan Sales Specialist to join our team at First Help Financial. As a key member of our sales department, you will play a vital role in helping us achieve our remarkable growth.About the Opportunity:We are committed to providing exceptional service to our customers and partners, and we need someone who shares our...

About the RoleWe are seeking a highly skilled Customer Service Representative to join our Collections Team. In this role, you will be responsible for providing exceptional customer service to borrowers while navigating complex collection issues. The successful candidate will possess a strong ability to communicate effectively, work independently, and...

Financial Representative Trainee (Sales)--Boston, MA at Mutual of Omaha summary: The Financial Representative Trainee position in Boston, MA offers a full-time opportunity for motivated individuals to kickstart their career in financial services. Through a comprehensive training program, trainees will learn to sell Individual Insurance products and...

Financial Representative Trainee (Sales)--Boston, MA at Mutual of Omaha summary: As a Financial Representative Trainee, you will participate in a structured training program designed to develop skills for selling Individual Insurance products. This role emphasizes self-motivation and the ability to build a sustainable financial practice. Your journey...

Unlock a Rewarding Career in Financial ServicesWe are seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice.What We Offer:An hourly wage of $16...

Job Title: Customer Service RepresentativeWe are seeking a skilled and customer-focused individual to join our team as a Customer Service Representative.This is a hybrid position that requires you in the office for at least one day a week. The successful candidate will provide inbound customer service phone and email support to customers with questions,...

About the OpportunityFirst Help Financial, a leading provider of auto loans to underserved consumers, is seeking a talented individual to join its Collections Department. As a key member of our team, you will play a vital role in communicating with borrowers and resolving collection issues in a fast-paced environment.The ideal candidate will possess...

Overview">C&W Services is a leading provider of facilities management services. As a Customer Service Representative, you will be the primary point of contact for customers, providing exceptional service and support.

At Direct Federal Credit Union, we are committed to paying a competitive base wage with additional financial incentives. Our team is dedicated to delivering great rates, easy access, and remarkable service to our members. As a Member Services Associate, you will play a vital role in helping us achieve our mission.Job RequirementsPrevious experience in...

Johnson Brunetti, an Alera Group Company, is looking for an Associate Financial Advisor. Johnson Brunetti, an Alera Group Company, offers a variety of financial services to help address our clients’ priorities, with a focus on retirement and investment strategies. Our organization was built on the foundations of integrity, trustworthiness and creating a...

First Help Financial (FHF) is a fast-growing and culturally diverse company in the U.S. We provide auto loans to the underserved and care for our customers and partners with exceptional service. Through flexible financing options and tri-lingual support, we offer consumers an easier way to finance their first car. We lend to and support our portfolio which...

Job OverviewWe are seeking a highly skilled Customer Care Center Specialist II to join our team at Needham Bank. This role requires excellent customer service skills, proficiency in banking and financial services, and the ability to work effectively in a fast-paced environment.

About the RoleWe are seeking a Financial Services Professional to join our team at Direct Federal Credit Union. In this role, you will be responsible for identifying and fulfilling the financial needs of new and existing members. You will also provide guidance on troubleshooting, navigating the company site, or using products and services in a call center...

**Job Summary**We are currently seeking a skilled and experienced Facilities Support Representative to join our team at C&W Services. The successful candidate will be responsible for providing exceptional customer service and support to our clients, ensuring that their facility needs are met in a timely and professional manner.Responsibilities of the...

Customer Service Representative - Produce and PlantsVolute Farms is a bustling hub for fresh produce, plants, and gourmet foods in Needham, MA. As a Customer Service Representative, you will play a vital role in ensuring that every customer has an exceptional experience. From answering product questions to resolving issues, you will be the face of our...

Chief Financial Officer (CFO) for a Well-Established Non-Profit in MetroWest BostonPosition Overview: The Charles River Center seeks a highly experienced and mission-driven CFO to lead financial and operational strategy. Reporting to the President/CEO, this role oversees financial management, IT, and purchasing operations critical to supporting our...