Financial Services Assistant
3 days ago
Responsibilities Include:
* Handling client calls, both incoming and outgoing
* Preparing and processing paperwork
* Troubleshooting and resolving client issues and concerns
* Documenting and updating client records based on interactions
* Scheduling appointments for 2 advisors
* Calculating and processing Required Minimum Distributions
Qualifications:
* Previous experience in the financial services industry preferred
* Ability to build a rapport with clients
* Ability to prioritize and multitask
* Positive and professional demeanor
* Excellent written and verbal communication skills
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Financial Services Professional
4 weeks ago
Buffalo, New York, United States Equitable Services Full timeRole Overview:Equitable Services is seeking a skilled Financial Services Professional to join our team in Williamsville, New York. As a Financial Advisor, you will provide comprehensive financial planning and investment advice to our clients. You will play a key role in helping clients meet their financial goals, develop customized financial plans, and...
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Financial Services Representative
4 weeks ago
Buffalo, New York, United States Equitable Services Full timeFinancial Services Career OpportunityWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at Equitable Advisors. As a Financial Services Representative, you will be responsible for providing exceptional customer service and building long-term relationships with clients to help them achieve their financial...
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Financial Services Associate
4 weeks ago
Buffalo, New York, United States MEMBERS ADVISORY GROUP LLC Full timeJob DescriptionAt Members Advisory Group LLC, we are seeking a highly skilled Financial Services Assistant to join our team. The ideal candidate will have previous experience in the financial services industry and be able to build strong relationships with clients.Responsibilities Include:Handling client calls and correspondencePreparing and processing...
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Financial Services Representative
4 weeks ago
Buffalo, New York, United States American Coradius Full timeAbout the RoleWe are seeking a highly motivated and bilingual Financial Services Representative to join our team at American Coradius International LLC. As a Financial Services Representative, you will play a crucial role in recovering past-due balances from consumers on charged-off accounts.Key ResponsibilitiesHandle inbound and outbound calls to collect on...
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Financial Services Professional
4 months ago
Buffalo, United States Bankers Life Full timeFinancial Services Professional - Hybrid Experience Location: Buffalo, NY, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...
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Financial Services Representative
4 weeks ago
Buffalo Grove, Illinois, United States Bank of Montreal Full time**Deliver Exceptional Customer Service**As a key member of the Bank of Montreal team, you will be responsible for delivering exceptional service to our customers and prospects. Your expertise in identifying customer needs and providing advice and guidance will be invaluable in helping us achieve our goals.**Key Responsibilities:**Deliver exceptional customer...
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Financial Representative
2 weeks ago
buffalo, United States Guardian Life Full timeThe Guardian Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry.As a Financial Representative you will work to help individuals and businesses within your community access financial products and services they need to...
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Financial Aid Advisor
4 weeks ago
Buffalo, New York, United States Bryant & Stratton Full time**Unlock Your Potential at Bryant & Stratton College**We are a career-focused, private, nonprofit college built differently to serve the needs of students, alumni, associates, employers, and the community. Founded in 1854, Bryant & Stratton College offers real-world education leading to bachelor's, associate's, and professional certificates after completion...
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Consumer Loan Sales Specialist
4 weeks ago
Buffalo, New York, United States OneMain Financial Full timeEmpowering Customers through Financial SolutionsAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their financial goals by offering personalized financial solutions that meet their needs.Key...
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Consumer Loan Sales Specialist
4 weeks ago
Buffalo, New York, United States OneMain Financial Full timeAt OneMain Financial, we're looking for a Consumer Loan Sales Specialist to join our team. As a key member of our sales team, you'll be responsible for delivering exceptional customer experiences and driving sales growth. You'll work closely with customers to understand their financial needs and provide personalized solutions that meet their goals.Key...
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Financial Controller
4 weeks ago
Buffalo, New York, United States Legends Full timeController Role at LegendsWe are seeking a skilled Controller to join our team at Legends, a premium experiences company with a global presence. The successful candidate will be responsible for overseeing our accounting team and ensuring the accuracy and timeliness of financial reporting.Key Responsibilities:Manage and oversee the daily operations of the...
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Senior Financial Auditor
4 weeks ago
Buffalo, New York, United States gpac Full timeAudit Manager Job DescriptionGPAC is seeking a highly skilled Audit Manager to join our team. As an Audit Manager, you will be responsible for managing financial statement audits, reviews, and compilations. You will also identify accounting and financial statement issues, provide recommendations for process improvements, and assist staff through counsel and...
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Financial Reporting Specialist
4 weeks ago
Buffalo, New York, United States Benderson Full timeJob Description for Financial Reporting SpecialistAt Benderson, we are seeking a highly skilled Financial Reporting Specialist to join our team. The successful candidate will be responsible for providing assistance to Senior Accountants in the review and analysis of financial records for companies and cost centers as assigned.Key Responsibilities:Analyze...
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Financial Planning Lead
4 weeks ago
Buffalo, New York, United States FL Putnam Investment Management Full timeJob OverviewWe are seeking a highly skilled Financial Planning Lead to join our team at F.L.Putnam Investment Management. This role will be responsible for managing client relationships and providing comprehensive financial planning advice to clients.Key ResponsibilitiesOriginate and manage client relationships by earning trust, understanding client needs,...
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Financial Controller
3 weeks ago
Buffalo, United States BT Finance Executive Search Full timeOPPORTUNITY Our client is a quickly growing document management company with a national focus. The Controller is a key financial leader responsible for managing accounting operations and ensuring financial accuracy and compliance. The primary focus is to support precise financial management and reporting, particularly in the context of long-term projects and...
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Financial Controller
3 weeks ago
buffalo, United States BT Finance Executive Search Full timeOPPORTUNITYOur client is a quickly growing document management company with a national focus. The Controller is a key financial leader responsible for managing accounting operations and ensuring financial accuracy and compliance. The primary focus is to support precise financial management and reporting, particularly in the context of long-term projects and...
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Financial Controller
1 month ago
buffalo, United States BT Finance Executive Search Full timeOPPORTUNITYOur client is a quickly growing document management company with a national focus. The Controller is a key financial leader responsible for managing accounting operations and ensuring financial accuracy and compliance. The primary focus is to support precise financial management and reporting, particularly in the context of long-term projects and...
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Financial Controller
1 month ago
Buffalo, United States BT Finance Executive Search Full timeOPPORTUNITYOur client is a quickly growing document management company with a national focus. The Controller is a key financial leader responsible for managing accounting operations and ensuring financial accuracy and compliance. The primary focus is to support precise financial management and reporting, particularly in the context of long-term projects and...
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Financial Controller
1 month ago
Buffalo, United States BT Finance Executive Search Full timeOPPORTUNITYOur client is a quickly growing document management company with a national focus. The Controller is a key financial leader responsible for managing accounting operations and ensuring financial accuracy and compliance. The primary focus is to support precise financial management and reporting, particularly in the context of long-term projects and...
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Financial Planning Intern
4 weeks ago
Buffalo, New York, United States Univera Healthcare Full timeJob Description: At Univera Healthcare, we're seeking a highly motivated and detail-oriented Financial Planning Intern to join our team for a 10-week summer internship. This is a paid internship that provides undergraduate and graduate students with the opportunity to attend development workshops, network, and be part of our company. Our interns work on...