Financial Adviser: Growth & Client Relationships
Old Mutual South Africa
Old Mutual South Africa is seeking a customer-focused professional to support customer service and sales activities. The role involves handling inquiries, maintaining CRM data accuracy, and developing relationships with potential customers. You will interview customers, clarify requirements, and work within established protocols to ensure compliance and quality. The position emphasizes data handling, prospecting, and cross-functional coordination. #J-18808-Ljbffr Old Mutual South Africa
$41.71k - $65k
...advice and guidance regarding financial solutions that are in the... ...business solutions). Offers clients advice and guidance on available... ..., and building new relationships within the community. Addresses... ...businesses, and power economic growth around the world. As a member...SuggestedPart timeLocal areaImmediate startDay shift- 1st Source Bank seeks a Client Services Associate I at the Kouts Banking Center to enhance client relationships and deliver high-quality service. You will be responsible for client greeting, account openings, and promoting bank products while ensuring operational efficiency...SuggestedFull time
- ...Visitors Receive visitors and assist with various requests for information, referring more complex matters to colleagues. Customer Relationship Management (CRM) Data Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions...Suggested
- A leading financial services firm in Indiana seeks a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning... ...licenses. This full-time role emphasizes relationship building and requires strong financial market understanding...SuggestedFull time
- ...Center Representative POSITION SUMMARY To proactively service clients so that the banking center meets stated objectives in service,... ...banking center. Builds client loyalty; establishes client relationships, including addressing each client by name. Consistently...Suggested
- ...successful practice and now you want more; we provide tools, products, and a platform to deliver an outstanding client experience. We support your transition with financial packages designed to make moving to Prudential smooth, including access to Prudential clients and a...
- ...seeking a customer-focused professional to deliver tailored financial solutions, including everyday banking, lending, and investment... ...practices within a collaborative branch team. You will build relationships, generate appointments, and contribute to overall customer experience...
- A leading financial services firm in Portage, IN seeks a Private Client Advisor in Wealth Management to deliver expert financial planning and advice to a diverse... ...set of clients. You will develop strong client relationships while providing tailored investment solutions....
- ...in Indiana to solicit referrals, interview applicants, review financial documents and guide loans through processing. The role requires... ...Department hours are Mon-Fri 8:00-5:00, with flexibility to meet clients’ needs. The successful candidate will have a Bachelor’s in...
- ...Join to apply for the Financial Aid Counselor role at Inside Higher Ed 1 day ago Be among the... ...aid offer. Major Responsibilities Advise students and families about financial aid... ...Current Students Only Administrative Assistant/Client Relations Representative Scheduling and Clinical...Full timePart timeWork at officeRemote work
- BMO Financial Group is seeking a customer-focused professional in Indiana to deliver financial solutions and exceptional service across personal and small business banking. You will conduct needs assessments, recommend tailored lending and investment options, and promote...
$19 per hour
...associates and reinforces our relationship within our communities. Our... .../Inclusion Council, Career Growth, Work/Life Balance, AND MORE... ...Responsibilities may include entering new clients into the loan origination... ..., following up on required financials, and clearing document...Hourly payMonday to Friday- ...Healthcare Group 6901 Portage Road Title The Financial Counselor is responsible for meeting... ...abilities Must develop positive relationships with clinical staff to maximize the benefit... .../resident documentation in order to advise the patient of available options. Initiates...Extra incomeFull timeContract workWork at officeLocal areaMonday to FridayShift workDay shift
$16 per hour
REGIONAL Federal Credit Union in Northwest Indiana is seeking a Full-Time Teller for the Portage office. You will handle member transactions, promote REGIONAL products, and support sales goals. The role requires weekend availability, 40 hours/week, and adherence to policies...Hourly payFull timeWork at officeWeekend work$800 per month
...Federal Credit Union , a leading provider of banking products and financial services serving Northwest Indiana, is looking for a Full-... ...account transactions, account maintenance and developing relationships. Share REGIONAL's product information with members. Individuals...Hourly payFull timeWork at officeImmediate startMonday to Friday- Job Description Job Description We are looking for full time financial representatives to join our team who want a rewarding career with the ability to give back in their local communities through our fraternalism.Full timeLocal area
- Bronson Healthcare is seeking a Financial Counselor at our Portage location to assist patients with funding options, including Charity Care and government programs, from initial contact through discharge. You will determine financial status and guide patients through billing...
- ...our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering...Full timeLocal area
- ...example, delivering a unique customer experience and encouraging financial wellbeing. Identifies banking opportunities during... ...accurately. Qualifications Preferred Skills: Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying...Full timeTemporary workWork experience placement
- An educational institution in Valparaiso, Indiana is seeking a Financial Aid Counselor to assist students and families in navigating... ...preferably, financial aid background. This full-time position involves advising on financial options, reviewing applications, and delivering...Full time
- ...the branch team with training and leadership. This role emphasizes customer care, policy compliance, risk awareness, and referring clients to banking partners for solutions. The bank's Total Rewards feature comprehensive benefits and a collaborative, inclusive workplace...
$80k - $85k
...Emerge is currently recruiting qualified candidates for a Financial Analyst role in LaPorte, IN for our client, a growing manufacturer and premier employer in the aerospace and industrial sector. We are seeking a detail-oriented Financial Analyst to support the Plant...- ...LHH has a client who needs a La Porte, IN – Financial Analyst will be preparing monthly journal entries from worksheets, maintains daily records for all inventory elements, performs monthly reconciliations related to inventory reporting. Oversee metal receiving functions...Temporary workWork at officeLocal area
- ...Catholic Diocese of Gary seeks a Parish Financial Administrator in Michigan City, IN. The role includes maintaining financial records... ...essential. This position supports the mission of the parish, fostering relationships within the church and community. #J-18808-Ljbffr...
$28 - $35.25 per hour
...development designed to make you an industry expert. Limitless Growth: We don't just hire; we promote. Advance your career through... ...Provide price quotes and additional information Build relationships and provide quality customer service with a sense of urgency...Full timeTemporary work- ...of unique individuals who all make an impact. As the Senior Financial Analyst, Manufacturing, you will serve as a key finance business... ...skills. Demonstrated ability to build collaborative relationships across finance, operations, engineering, and executive leadership...Hourly payWork at officeFlexible hoursShift work
- ...quality John Deere equipment, parts and service support to the area. The business is centered on providing high quality support to our clients. We are a fast paced business that is technology focused and driven. What We Offer * Medical, Dental and Vision Insurance *...Immediate start
$60 per hour
...be responsible for providing case support, patient management, and education to both new and existing accounts within an assigned client Franchise/Region. Duties and Responsibilities: Acquire and demonstrate a working knowledge of our products/therapies and develop...Hourly payFull timePart timeImmediate startWorldwideNight shiftWeekday work- Fifth Third Bank, National Association is seeking a Lead CSR/Teller in Valparaiso, Indiana. The role focuses on delivering exceptional customer service for daily transactions and resolving issues while maintaining confidentiality and trust. The position requires 3+ years...
$100k - $115k
...Financial AnalystPhoenix Global is the premier international provider of steel mill services. The company has been actively adding domestic and international subsidiaries and is seeking a Financial Analyst to support the AVP of Finance for the Northern and Southern Regions...Work at officeLocal areaFlexible hours
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