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Financial Services Officer jobs

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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
AddressTexas, United States
CategoryAccounting/Finance
Date Posted 2 weeks ago See detail

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...

2 weeks ago seen See more...

Licensed Financial Services Representative

Charles Schwab

Prosper, 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...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

Licensed Financial Services Representative

Charles Schwab

Palmer, 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...

2 weeks ago seen See more...

Licensed Financial Services Representative

Charles Schwab

Coppell, 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...

2 weeks ago seen See more...

Licensed Financial Services Representative

Charles Schwab

Hutchins, 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...

2 weeks ago seen See more...

Licensed Financial Services Representative

Charles Schwab

Venus, 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...

2 weeks ago seen See more...

Patient Financial Specialist Senior - Financial Services

Christus Health

Irving, TX

Demonstrates a good understanding and has the ability to interact with the payer to verify coverage, submit claims, follow up on appeals, underpayments, short pays or payment disputes for resolution. Provides strategic business an...

4 days ago seen See more...

Office Representative. Customer Service

Megan O'connell State Farm

Columbia, SC

$45,000 - $55,000 a year

Will have to obtain insurance license: will explain during phone interview. Associates Degree or higher preferred. Tenure in previous positions. Reliable. Excellent communication skills: Strong attention to detail and accuracy. Im...

4 days ago seen See more...

Front Desk Customer Service/Data Entry/Office Assistant

Ashtel Studios

Ontario, CA

$19.00 - $21.50 an hour

Screen and direct all phone calls coming in. Answer emails from customers in a timely manner. Reply to all questions on the social medial platforms; Facebook, Instagram and TikTok. Reply to all messages received from Shopify. Send...

4 days ago seen See more...

Chief/Principal Investment Officer – Financial Institutions Group - Investment

International Finance Corporation

Washington, United States

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5 days ago seen See more...

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...

2 weeks ago seen See more...

Financial Service Associate

Five County Credit Union

Brunswick, ME

Assume responsibility for the efficient and accurate performance of front-line operation and account functions including transaction processing and new account services to members. Actively identify and successfully cross sell pro...

2 weeks ago seen See more...

Financial Services Associate

Fof Legacy Wealth Advisors

Pasadena, CA

From $100 an hour

Modern office setting. Work-from-home days. Growth opportunities. Supportive partners. Employee assistance program. Flexible spending account. Life insurance. Opportunities for advancement. Paid time off. Referral program. Retirem...

2 weeks ago seen See more...

Associate Vice President, Financial Services

Rowan College Of South Jersey

New Jersey, United States

Employee is responsible for budget and fiscal management and oversight of all Financial Services functions. Responsible to participate as a member of the College's Audit and Finance Committee and provide financial reports and anal...

2 weeks ago seen See more...

Executive Assistant to the Vice President & Chief Financial Officer

Florida Polytechnic University

Lorida, FL

Serve as the Vice President & CFOs right hand. Representing the VPs office at meetings, events, and community-wide initiatives as directed by the VP. Collaborate, coordinate, and guide the consistency of all A&F functions ensu...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

Financial Service Associate - Augusta, ME

Five County Credit Union

Augusta, ME

Assume responsibility for the efficient and accurate performance of front-line operation and account functions including transaction processing and new account services to members. Actively identify and successfully cross sell pro...

2 weeks ago seen See more...

Customer Service / Office Representative (Full-time)

Aero Center Felts Field / Spokane Geg

Spokane, WA

$17 - $20 an hour

Health insurance. Dental insurance. Vision Insurance. Disability Insurance. Life Insurance. Paid Time Off. 401-k with company match. On-The-Job Training. 1 year. 401(k). 401(k) matching. Dental insurance. Flexible schedule. Health...

2 weeks ago seen See more...

Regional Chief Financial Officer

North Texas Ambulatory Surgery Division

Dallas, TX

Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transporta...

2 weeks ago seen See more...

Consumer Investments - Financial Service Representative

Bank Of America

Pennington, NJ

Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy. Get training and one-on-one coaching from academy managers who are invested in your success. Build you...

2 weeks ago seen See more...

Financial Services Risk and Compliance Consulting Director

Ntt Data, Inc.

Charlotte, NC

You will regularly collaborate with our industry experts in driving business solutions and outcomes to help our client achieve their digital, data and transformational goals. NTT DATA Services is an equal opportunity employer and...

2 weeks ago seen See more...

P/T Administrative Assistant-Student Financial Services

Bunker Hill Community College

Boston, MA

Assist with the day-to-day operation of Student Financial Services including completion of housing verification forms, cataloging and organizing documents in paper and electronic formats, monitoring electronic communications and u...

2 weeks ago seen See more...

Financial Services Representative

Aflac

Houston, TX

$75,000 - $100,000 a year

Schedule meetings with prospective clients to discuss their financial needs and goals. Collect pertinent client information to provide financial products and services that align with clients' financial situations and risk appetite...

2 weeks ago seen See more...

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...

2 weeks ago seen

Chief Financial Officer

Bread For The City

Washington, DC

$380k-641k (estimate)

Providing strategic financial leadership;. Coordination of financial, federal and cost reports audits;. Supervision of Finance Staff;. Support of the Human Resources function as applicable;. Investment and asset management, manage...

2 weeks ago seen See more...

Manager, Corporate Tax - Financial Services, Real Estate (Multiple Positions)

Pwc Us Tax Llp

Dallas, TX

Advising clients on their state and local tax affairs in any one or more of the following areas: Real Estate, income and franchise tax, payroll and employment tax, credits and incentives, and indirect tax ;. Working with new and e...

2 weeks ago seen See more...

Office Services Associate Part-time M-F 9am-1pm

The Millennium Group

Georgia, United States

$15 an hour

Work with and assist co-workers in achieving goals and completing assignments. Demonstrate dedication and commitment to the team. Serve as liaison between TMG's mail and Office Services team and client departments. Interact in a c...

a week ago seen See more...

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Jonesboro Merrill Office

Bank Of America

Jonesboro, AR

Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your...

a week ago seen See more...

Banking/Financial Services Client Executive - Greater Dallas Fort Worth

Ntt Data, Inc.

Dallas, TX

Responsible for revenue and profit goals and effectively manages P&L across multiple deal structures within Banking & Financial Services domains. Requires strategic ability to interface with and successfully influence C-level exec...

2 weeks ago seen See more...

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