Financial Services Specialist
UBS
UBS in Lexington is seeking a full-time Client Service Associate to keep management systems updated and provide client education on account services. The role includes documenting new accounts, preparing meeting materials, and supporting team marketing events. The ideal candidate has 2 years of client service experience, preferably in finance, with strong communication and detail-oriented skills. Proficiency in Microsoft Office Suite is required. #J-18808-Ljbffr
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Financial Services Specialist in Lexington, KY vacancy
- ...Financial Representative – Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new... ...welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and...SuggestedFull time
The Western and Southern Life Insurance Company
Lexington, KY2 days ago $50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Lexington, KY4 days ago- ## Financial ConsultantApplyremote type: Hybrid Flexlocations: Lexington, KY, USA: Louisville, KY, USAtime type: Full timeposted on: Posted... ...representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures...SuggestedHourly payWork experience placementImmediate start
Nuveen
Lexington, KY3 days ago $40 - $55 per hour
...About the job Certified Financial Planner Job Title: Remote Certified Financial Planner (CFP) Hourly Pay: $40 - $55/hour We... ...this role, you will provide comprehensive financial planning services to clients, including retirement planning, tax optimization, estate...SuggestedHourly payRemote workWork from homeFlexible hoursWeekend workAfternoon shiftSales Match
Lexington, KY5 days ago- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ..., offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored...SuggestedWork experience placementWork at officeLocal areaFlexible hours
Equitable Advisors LLC
Lexington, KY1 day ago $58.44k - $93.5k
...Magellan Federal is seeking a Personal Financial Counselor in Lexington, Kentucky. This role involves providing personal financial counseling services to military service members and their families, including establishing spending plans and conducting financial management...Magellan Federal
Lexington, KY11 hours ago- ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s... ...recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must...Local area
Voya Financial Advisors Inc
Lexington, KY10 hours ago - ...an opportunity to contribute to the company's success. Financial Advisors work within a highly collaborative circuit of bank... ...business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Lexington, KY2 days ago $18 - $20.51 per hour
...and expenditures, invoices, and statements, in compliance with financial policies and procedures Ensure correct approval, sorting, coding... ...on outstanding accounts Prepare recurring monthly fee‑for‑service billings. General Accounting Maintain financial security by following...Work experience placementWork at officeWorldwideMonday to Friday- ...and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of...Temporary workWork experience placementWork at officeShift work
PNC Financial Services Group
Lexington, KY4 days ago - ...risk management. Responsibilities Identify opportunities to improve customers' financial wellbeing and create loyalty while increasing share of wallet. Conduct proactive sales and service activities, including outbound calling, appointment setting, and lobby engagement...Temporary work
PNC Financial Services Group
Lexington, KY11 hours ago - ...Job Description Job Description The Kentucky League of Cities (KLC) is seeking a detail-oriented, service-driven Financial Services & Accounting Coordinator to support KLC’s municipal finance programs and specialized accounting functions. This position plays an important...Work at office
- ...Search Returning Applicant? Login Now Senior Financial Analyst V Job Code: 2026-ETA-044... ...web page link below. Enterprise Technical Assistance Services, Inc. (ETAS), is a wholly owned subsidiary of Professional...Hourly payContract work
Pro2Serve
Lexington, KY11 hours ago $90.23k
...Job Title Senior Financial Analyst (Hybrid Work Options) Business Unit COR Employment Type Regular Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives...Trinnex Inc.
Lexington, KY3 days ago- ...needs to Davis H. Elliot Company, Inc. (Elliot). Elliot is a full-service electrical contractor specializing in overhead and underground... ...directly with the Director of FP&A, supporting high-impact financial initiatives and strategic planning efforts across the organization...Temporary workFor contractorsApprenticeship
Elliot
Lexington, KY3 days ago - MiddleGround Capital seeks a Senior Associate of Finance Operations to oversee financial reporting for portfolio companies and collaborate with investment teams and senior leadership. Based in Lexington, KY, you will drive close processes, budgeting, and strategic financial...
MiddleGround Capital
Lexington, KY10 hours ago $100k - $125k
Tempur Sealy. Iconic brands. Storied history. Industry-leading innovation. Tempur Sealy is committed to improving the sleep of more people, every night, all around the world. As a leading designer, manufacturer, distributor, and retailer of bedding products worldwide, ...Work experience placementLocal areaWorldwideNight shiftTempur Sealy
Lexington, KY5 days ago- Patient Financial Services Representative Job Summary Responsible for managing moderate-complexity patient account activities to optimize reimbursement and reduce accounts receivable. Provides expertise in billing, follow‑up, collections, and/or denials resolution to improve...Contract workPart timeReliefInternship
$84.4k - $110k
Supported with a robust array of resources and solutions, the Financial Planning Advisor partners with an Executive Wealth Management... ...with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening...Work experience placementWork at office- ...our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to...Afternoon shift
$75.2k - $90.3k
...are inspired by big challenges, driven to learn and grow, and dedicated to making a meaningful difference. ABOUT THE ROLE The Financial Analyst for Entegral plays a key role in analyzing, evaluating and optimizing our financial and operational performance. Operating...Full timeWork experience placementRemote workWork from homeFlexible hoursEnterprise
Lexington, KY1 day ago- ...About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time... ...opportunity and is not an hourly position We are a financial services staffing company now hiring for opportunities with Global...Hourly payFull timePart timeFor contractorsImmediate startRemote work
GFI Pros
Lexington, KY5 days ago - ...that serves clients through three divisions: Wealth Management Services, Corporate Retirement Plan Services, and Institutional... ...Management Division provides investment management and comprehensive financial planning services to individuals, families, and privately-owned...Work at officeRelocation
Kids For The Future
Lexington, KY1 day ago $115k - $145k
...for testimony. Casework has both quantitative and qualitative elements, involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining market and industry behavior; Conducting research via academic articles...Full timeWork experience placementLocal areaCornerstone Research
Lexington, KY2 days ago$15 per hour
...Your Opportunity Customer Service Representative Check Into Cash Lexington, KY As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need-right when they need it the most. You'll play a pivotal...Hourly payFull timeTemporary workCasual workWork at officeLocal areaCommunity Choice Financial Family of Brands
Lexington, KY2 days ago- ...business. Review, validate, and process customer transactions with accuracy. Maximize customer success by offering personalized financial services that fit their lifestyle. E Customer Service Representative, Customer Service, Customer Experience, Representative, Retail...
The Community Choice Financial Family of Brands
Lexington, KY3 days ago - ...with a wealth management firm in Lexington, Kentucky, to find a Financial Advisor. This role emphasizes relationship-building and... ...without chasing products. If you value integrity and personalized service, this is a great opportunity to grow your career. #J-18808-Ljbffr...
Artemis Solutions Inc
Lexington, KY11 hours ago - ...Overview Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to...Local area
Modern Woodmen
Versailles, Jessamine County, KY2 days ago - ...Regional Director and Wealth Management Advisor – Mid America Financial Group of Prudential Prudential Advisors is looking for an experienced... ...Prudential for financial solutions. Key Benefits: Ability to service existing clients Ownership of your book of business Strong...Full time
Mid America Financial Group of Prudential
Lexington, KY3 days ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaUnavailable
Lexington, KY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Specialist. Be the first to apply!
Related searches
- financial crimes specialist Lexington, KY
- finance specialist Lexington, KY
- financial management specialist Lexington, KY
- transaction services specialist Lexington, KY
- patient service specialist Lexington, KY
- protective services officer Lexington, KY
- health services administrator Lexington, KY
- full time service advisor Lexington, KY
- office service associate Lexington, KY
- service advisors Lexington, KY