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Financial Service Associate Jobs

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  • 3.7
    Lenox Advisors – New York, NY
    13 days ago 13d
    long-term financial success. We have an immediate opportunity in our New York office for a Financial Planning Associate. The… The Financial Planning Associate is responsible for supporting Financial Planners with the day to day planning needs of a group of…
  • 3.4
    Veritude – Durham, NC
    5 days ago 5d
    . The FinancialServiceAssociate needs to take personal responsibility for identifying customer needs and responding in a timely… Investments. While contracted with Veritude, our FinancialServiceAssociates are eligible for a comprehensive compensation and…
  • 3.6
    First Republic Bank – San Francisco, CA
    Est. Salary $40k-$57k
    11 days ago 11d
    on providing extraordinary service. Responsibilities: The Financial Planning Associate will support one of First… program within 12-18 months of hire date The Financial Planning Associate will be an aspiring team player with a sincere desire…
  • 3.8
    Chesapeake Bay Foundation – Annapolis, MD
    EASY APPLY
    NEW
    campaigns; grants management; association or nonprofit experience strongly preferred. High degree of financial acumen. Strong project… direction to the organization regarding all financial matters. Ensure CBF business and financial practices are consistent with industry…
  • 4.1
    Barnum Financial Group – Warwick, RI
    EASY APPLY
    Est. Salary $31k-$44k
    NEW
    joint work with fellow associates Qualifications Strong interpersonal skills and customer service focus Proficient in… network of financial professionals helps clients make good financial decisions for the long-term. MassMutual Financial Group is…
  • 3.8
    Fidelity Investments – Greenwood Village, Arapahoe, CO
    Est. Salary $34k-$50k
    23 days ago 23d
    You bring your passion, we’ll invest in you. Yes, we are in financial services, but not in the competitive and old-fashioned way… Series 7 and 63 licenses where you will learn all about the financial services industry products. These inbound phone calls, chats…
  • 3.8
    Horne LLP – Memphis, TN
    11 days ago 11d
    Summary: Senior Associates perform most work assigned with minimal assistance. They often lead one or more Associates, instruct them… the direction of Supervisor, Manager or Partner. Prepares financial calculations and models. Demonstrates competency in technical…
  • 3.3
    Amica Mutual – Lisle, IL
    Est. Salary $27k-$39k
    5 days ago 5d
    Requisition Number 17-0411 Post Date 8/16/2017 Title Associate Claims Service Representative City Lisle State IL Description… Our office located in Lisle, IL is seeking an Associate Claims Service Representative. The job duties include but are not…
  • 3.5
    Renew Financial – Oakland, CA
    Est. Salary $52k-$81k
    20 days ago 20d
    -5 years experience in financial operations, preferably in secondary market Knowledge of Loan Servicing and all support areas… bonds, at the direction of the Director of Financial Operations. This will involve communication with internal teams, investors,…
  • 3.2
    Texas Trust Credit Union – Midlothian, TX
    Est. Salary $24k-$36k
    4 days ago 4d
    This individual is responsible for satisfying members’ financial needs in the following areas while meeting individual, department… functions as needed and ensure a high level of accuracy in all financial transactions. generate and close high quality leads across…
  • 3.8
    Horne LLP – Memphis, TN
    NEW
    schedules using computer and software programs. Prepares financial calculations and models. Performs tasks as assigned.… Responsibilities: Encouraged to join a community association related to his/her field after first year of employment with…
  • 4.5
    Country Club Bank – Kansas City, MO
    4 days ago 4d
    encompasses a comprehensive financial plan or a particular component)• Analyze and evaluate client’s financial status Gather client… planning Assist in the implementation of financial planning recommendations Monitor financial planning recommendations Assist in…
  • 4.3
    RMA Associates – Arlington, VA
    EASY APPLY
    Est. Salary $54k-$77k
    5 days ago 5d
    RMA Associates has exciting new opportunities due to our continued growth! We are currently seeking a Senior Financial Auditor… providing an objective and independent examination of their financial statements, timely and constructive discussion with management…
  • 3.1
    Financial Partners Credit Union – Huntington Beach, CA
    EASY APPLY
    Est. Salary $28k-$40k
    4 days ago 4d
    with over $1.2 billion in assets, Financial Partners continues to deliver legendary service to over 75,000+ members. We believe… Financial Partners Credit Union is a not-for-profit organization and our purpose is to help our members achieve their financial…
  • 2.9
    Scottrade – Saint Louis, MO
    Est. Salary $28k-$40k
    22 days ago 22d
    customer service and the financial markets with strong client-focus and ability to provide a superior level of service. • Ability… and experience preferred. • 1+ years financial services industry and customer service experience required. • 1+ years contact…
  • 3.8
    Horne LLP – Jackson, TN
    6 days ago 6d
    projects and special assignments, can review working papers and financial statements, and can communicate with clients on a one-on-one… working papers for accuracy and completeness, and reviews financial statements for suitability of presentation and adequacy of…
  • 2.9
    Scottrade – Saint Louis, MO
    Est. Salary $32k-$45k
    22 days ago 22d
    customer service and the financial markets with strong client-focus and ability to provide a superior level of service. • Ability… and experience preferred. • 1+ years financial services industry and customer service experience required. • 1+ years contact…
  • 3.6
    Zeiders Enterprises – Fort Sill, OK
    NEW
    what we do and our commitment to quality service. Job Summary: The Personal Financial Counselor (PFC) program is seeking qualified… individuals to work full-time with Service Members and their families on personal financial issues such as budget planning, credit…
  • 3.6
    First Republic Bank – San Francisco, CA
    13 days ago 13d
    providing extraordinary service. Responsibilities: The Senior Financial Planning Associate will support First Republic… successful candidate will demonstrate: The Senior Financial Planning Associate will be an aspiring team player with a sincere desire…
  • 4.3
    Avalonbay Communities – Arlington, VA
    Est. Salary $61k-$91k
    12 days ago 12d
    US and employ approximately 3,000 associates. We are currently searching for a Senior Financial Analyst to support our Development… and preferably creating, financial models. This candidate will need an advanced knowledge of financial and accounting software…
  • 2.9
    Scottrade – Saint Louis, MO
    Est. Salary $45k-$63k
    NEW
    activities of Service Center associates; including broker trainees, brokers, senior brokers and non-licensed customer service representatives… Ability to perform all duties and responsibilities of a FinancialService Representative on a daily basis. Ability to handle information…
  • 3.7
    Lenox Advisors – San Francisco, CA
    Est. Salary $40k-$58k
    9 days ago 9d
    supporting a successful Financial Advisor/Insurance Producer for about 20 hours per week. The Client ServiceAssociate Supports the Relationship… Who we are: Lenox Advisors is a full-service, multi-faceted financial services firm. Our clients hire us for our commitment…
  • 4.3
    HealthcareSource – Woburn, MA
    Est. Salary $44k-$59k
    7 days ago 7d
    thinking abilities. Growth Market: We provide software and service offerings to the hottest industry vertical – Healthcare.…
  • 3.6
    Spire Credit Union – Eden Prairie, MN
    Est. Salary $32k-$43k
    14 days ago 14d
    selling financial products and services to advance SPIRE growth objectives. It must exemplify superior member service and build… ensure that the members financial needs and SPIREs growth objectives are met. Identify members financial needs and markets appropriate…
  • 3.4
    Jack Henry – Allen, TX
    4 days ago 4d
    Description ProfitStars, a Jack Henry & Associates company, has an opportunity for a Financial Institution Support Representative.… knowledge and service skills Equal Employment Opportunity Applicants for U.S. based positions with Jack Henry & Associates must…
  • 2.9
    Scottrade – Saint Louis, MO
    Est. Salary $31k-$44k
    4 days ago 4d
    development, teamwork, customer service and open communication. The Opportunity FinancialService Representatives (FSRs) are an… interest in the financial services industry, a passion for customer service and the ability to provide superior service to Scottrade…
  • 3.2
    Foresters Financial – North Haven, CT
    Est. Salary $19k-$35k
    20 days ago 20d
    Industrial Military Insurance Financial Planner Customer Service Customer Support Public service Communication Entrepreneurship… stages. Our financial representatives, who are among the best trained in the business, offer personalized service combined with…
  • 3.4
    Jack Henry – Charlotte, NC
    Est. Salary $36k-$58k
    NEW
    Shared Branching As a Financial Software Support representative you will provide excellent customer service over the phone to troubleshoot… and service skills. Equal Employment Opportunity Applicants for U.S. based positions with Jack Henry & Associates must…
  • 2.7
    Ayco – Saratoga Springs, NY
    6 days ago 6d
    to be part of this unique culture of client service. We invest in our associates, care about professional development, and believe… areas of financial planning, education and investment services, Ayco develops and assists in implementing holistic financial solutions…
  • 3.6
    Lake Trust Credit Union – United States
    NEW
    relationship by assessing member’s total financial picture and offering solutions to advance their financial success. Coach and mentor peers… to advance members’ financial well-being by looking for cross-sale opportunities and acting as a financial coach to members.…
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