Financial Service Sale jobs in Pennsylvania

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LICENSED FINANCIAL SERVICES REPRESENTATIVE

Active FINRA Series 7 & 63 Licenses. Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. 1+ years of customer service experience. 1+ years of client relationship experience. Bachelor's degree or h...

CompanyCharles Schwab
AddressBalch Springs, TX
CategoryAccounting/Finance
Job typePermanent
Date Posted a month ago See detail

Licensed Financial Services Representative

Charles Schwab

Balch Springs, TX

Active FINRA Series 7 & 63 Licenses. Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. 1+ years of customer service experience. 1+ years of client relationship experience. Bachelor's degree or h...

Licensed Financial Services Representative

Charles Schwab

Texas, United States

Active FINRA Series 7 & 63 Licenses. Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. 1+ years of customer service experience. 1+ years of client relationship experience. Bachelor's degree or h...

Licensed Financial Services Representative

Charles Schwab

Texas, United States

Active FINRA Series 7 & 63 Licenses. Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. 1+ years of customer service experience. 1+ years of client relationship experience. Bachelor's degree or h...

Licensed Financial Services Representative

Charles Schwab

Mckinney, TX

Active FINRA Series 7 & 63 Licenses. Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. 1+ years of customer service experience. 1+ years of client relationship experience. Bachelor's degree or h...

Student Financial Services Coordinator

Bay Path University

Massachusetts, United States

Assists with health insurance customer service. Assists with the 1098T customer service. Frontline duties including responding to in-person, phone and email inquiries. Accepts Cash, and Check, and electronic payments from Students...

Financial Services Analyst 2

University Of California Los Angeles

California, United States

Actual salary offers consider factors, including budget, prior experience, skills, knowledge, abilities, education, licensure and certifications, and other business considerations. (Required) Communication Experience explaining te...

Financial Services Representative

Ren

Remote

$54K - $68.3K a year

Serve as first point of contact for problem resolution, through interactions with Financials Advisors and Donors via phone and e-mail. Ensure client retention, loyalty, and continued opportunities with excellent client service ach...

Senior Auditor, Financial Services (Hybrid)

Capital One

Virginia, United States

Perform risk assessments of business activities and perform relevant testing based on the risks and processes associated with the area being audited. Assist in communicating issues, risks and recommendations to all levels of manag...

Senior Accountant, Capital Assets and Debt, Department of Financial Services

Wake Forest University

North Carolina, United States

Manages accounting, administration, and reporting of capital projects and maintains strong working relationships across campus, notably with Capital Budgets, Facilities and Campus Services and Athletics. Through collaboration with...

Installation and Service Sales Technician

Igus, Inc

Remote

$51K - $64.6K a year

Provide on-site installation, training, supervision, inspections and commissioning of Igus products. Perform hands-on on-site troubleshooting, service and repairs. Prepare installation project proposals, quotes, budgets and schedu...

Solution Engineer (Financial Services)

Workiva

United States

Execute pre-sales framework to engage customers, prospects, and partners via phone, web, or onsite meetings, drive the discovery process, and identify areas where Workiva solutions align to address customer/prospect needs. Ensure...

Financial Services Professional - Hybrid Remote (KS)

Bankers Life

Lenexa, KS

Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning - Develop a client base by growing relationships with your network, establish and m...

Financial Services Representative – State Farm Agent Team Member

Cleo Meyer State Farm Agent

Georgia, United States

Must be able to obtain Property & Casualty and Life & Health Licenses Excellent Communication Skills Written, Verbal, and Auditory Self-Motivated Dedicated to customer service Able to effectively relate to a customer, answer the...

Financial Services Advisor

Monterra Credit Union

California, United States

SALARY & BENEFITS Starting pay of $23.00 - $29.00 per hour depending on experience Bilingual pay incentives (English/Spanish or English/Tagalog) Semi-annual bonuses for meeting key financial and operational goals Medical, Dental,...

Patient Financial Services Specialist - Revo Health

Revo Health

Minnesota, United States

Ensure professional communication with patients, clinic personnel, and outside vendors over the phone, via email or other written documentation and respond to all inquiries. Maintain a working knowledge of health care plan require...

Financial Services Coordinator

Lyons Township School Treasurer's Office

Illinois, United States

Communicate and collaborate effectively on a team. Familiarity with general accounting principles. Exceptional sense of ethics, particularly when dealing with confidential/sensitive information. Strong attention to detail and exce...

Financial Services Analyst 3

University Of California Los Angeles

California, United States

Provide exceptional customer service, advice, consultation and oversight to assigned units regarding procurement, accounts payable, travel activity, overall funds management, and transactional inquiries. Ensure that units incur ex...

Financial Services - Solutions Consultant (US - Virtual)

Opentext

United States

5+ years in software development or pre-sales with proven ability to understand and analyze prospects' needs and identify and develop and present appropriate OpenText solutions.. Financial services industry and the integration cha...

Client Services Sales Representative

Oxford Instruments

Remote - United States

Vigorously focus on hunting activities for new Service Contracts opportunities in assigned territory. Develop a strong working relationship will all Territory Sales Managers and Service Engineers in assigned territory. Upsell...

Apparel Sales & Service Lead

Dick's Sporting Goods

Maple Grove, MN

$31.2K - $39.4K a year

Greets and engages each and every athlete within eyesight. Builds relationships with athletes through greeting, asking open ended questions, recommending product, following up and thanking/inviting back. Supports a sales and servi...

Customer Service Representative Field Sales - Franklinton, United States - Eclipse Solutions

Eclipse Solutions

United States

You'll regularly visit existing and potential customers with the goal of building and maintaining a strong partnership, as well as identifying and achieving current and future business opportunities. You'll plan and develop the bu...

Customer Service and Sales Associate

Rise Up International

Florida, United States

$600 - $950 a week

Customer Sales. Equipment Management. Customer Information Intake. On-Site Facility Management. Professional Inquiry Response. Logistics and Staff Collaboration. Customer Registration and Processing. Brighten a Customer's Day. Rea...

Client Service-Financial Operations

Grant-Shannon

Minnesota, United States

Provide superior service to clients via verbal and written communication. Set up and maintain client accounts. Compile and complete client, custodian, and firm paperwork. Review and maintain client transactions and activity. Execu...

Sales & Customer Service Associate

Massage Envy

Wellington, FL

$25,000 - $40,000 a year

Help clients understand the benefits of regular massage, skin care and stretch. Connect clients with retail products that improve, enhance, and extend the positive impact of the services they receive. Answer the phone and book spa...

Customer Service / Counter Sales - Metal Industry

Express Employment Professionals

Texas, United States

$20.00 per hour

Duties:Present, promote, and sell products/services using solid arguments to existing and prospective customersBecome familiar with all company products, policies, and procedures.Be prepared to work in other departments, as requir...

Customer Service / Inside Sales

Nesco Resource

Ohio, United States

$40,000.00 •

Input sales orders. Enter and follow-up on web-based leads and orders. Maintain and update web listings, adding content, pictures and updated prices. Follow-up on customers inquiries and requests for quotes. Assist with quotes, s...

Sales and Service Specialist - Hanover, United States - Fulton Bank

Fulton Bank

United States

Assist clients with teller transactions accurately and in accordance with bank policy and procedure. Drive proactive sales/referral conversations through internal and outbound interactions including outbound calling, appointment s...

Medical Device Sales/Service Technician Role

Prescott's Inc.

Colorado, United States

$100,000 - $175,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Life insurance. Paid time off. Travel reimbursement. Vision insurance. 2 years. Monday to Friday. Travel. Clinic. Medical office. Office. Operating room. Colorado: Reloc...

HVAC Sales / Installation and Service / Repair Position

Zelmore Heating & Cooling

Pennsylvania, United States

HVAC Sales / Installation and Service / Repair$1,500 Sign On Bonus...