Financial Services Representative
$18 - $19 per hourPyramid Consulting, Inc
Immediate need for a talented Financial Services Representative. This is a 09 months contract opportunity with long‑term potential and is located in Troy, NY(Hybrid). Job ID: 26-33153 Pay Range: $18/hr - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). Key Responsibilities: Receives and responds to incoming customer/agent/employer inquiries. Communicates with customers, field staff, service centers, internal/external sales support and other industry companies through oral and written communication. Maintains current knowledge of contract and product provisions and administration of the Plan, and the processing systems related. Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing and refers the situation to a Supervisor. Reviews, research, and interprets records and reports to accurately make decisions. Decision making skill necessary for customer contacts. Ability to identify and evaluate problems, analyze customer inquiries, and determines appropriate action. Performs other duty as requested. Key Requirements and Technology Experience: Must have a degree either Associate or Bachelor’s. Strong problem solving skills Basic typing and computer skills Background in customer service, preferred Strong interpersonal and written communications The ability to work within a team and independently. High attention to detail. Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. #J-18808-Ljbffr Pyramid Consulting, Inc
- ...People are looking for individualized financial advice they can trust. They need your help... .... Your mission as a financial representative is to help your clients (Modern Woodmen... ...development and advancement. Why financial services? At Modern Woodmen, you’ll find...SuggestedFlexible hours
$125k - $175k
...Our client is a financial services firm. They seek a Financial Analysis & Reporting Associate to join their Manhattan, NY office. Responsibilities Create financial models supporting budgeting, forecasting, and scenario planning activities Generate recurring and...SuggestedWork at office$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 hours$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual... ...financial strength and access to the best products and services for our clients.Our Financial Representatives and College Financial...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Our client, Triangle Financial, is hiring an Associate Financial Advisor. The Associate Advisor is a proactive, solutions-oriented... ...-date and accurate, so that we can provide impeccable customer service to our clients. Gather information, prepare, and draft financial...SuggestedWork experience placement
$78k
Job Type Full-time Pay: $78,000/annually + bonus Workplace Location In-Office/On Site Full Job Description At Financial Services of America (FSA) , we help individuals and families plan confidently for retirement through comprehensive, personalized financial planning...Full timeWork at officeMonday to FridayAfternoon shift- ...providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A.,... ...to refer them to the appropriate bank product or bank representative. A Teller must be able to adapt well to the changing workplace...
$95k - $135k
...Job Description Job Description Company: Strategic Financial Services Job Title: Regional Wealth Advisor Primary Locations: Albany/Saratoga, Rochester, Syracuse Additional Locations: Binghamton, Watertown, Cortland/Ithaca, Oneonta/Cooperstown Build...Local area$50k - $70k
...effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an...Work at office$20.67 - $31.25 per hour
...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... .... Experience with sales is more important than financial services experience. Understanding of consumer credit - including loan...Hourly payWork experience placementFlexible hoursDay shift$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 areaFlexible hours$20.68 - $24.82 per hour
...our community then you have come to the right place! The Loan Servicing Specialist role offers the opportunity to build specialized... ...and our communities, our collective talents produce superior financial solutions and exceptional service that are uniquely Broadview...Full timeMonday to Friday$40.88k - $42k
...As a financial aid counselor, you will play a crucial role in assisting students in navigating... ...- Provide excellent student service by promptly responding to inquiries, resolving... .... The requirements listed below are representative of the knowledge, skill, and/or ability...Work at officeRemote work$50k - $70k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and... ...and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management...Start working todayWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...financial advisor, you start as a financial representative focused on client-building and... ...Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business...Full timeContract workFor contractorsWork at office$77.38k - $96.72k
.... Business Banking Officer provides solutions and information services to employers and employees who have qualified or might qualify... ...communication skills. High level of professionalism; Ability to represent Broadview through actions and appearance. Compensation: $77,3...Night shiftWeekend work$70.35k - $205.8k
...workflows and reason codes) Minimum 3 years of experience in SAP projects supporting Industrial clients/industry (SAP support / managed services experience will not be considered for this requirement) Minimum 1 end-to-end SAP S/4 implementation, including design, configure...Work experience placementLive inWork at officeLocal area$150k - $225k
...opportunities. There is opportunity for the right candidate to get involved in trading decisions very quickly. GTS is a collection of financial services companies spanning a wide array of asset classes and investment approaches, all powered by the combination of market...Casual workWork at officeWork from home$20.55 - $34.25 per hour
...Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers.... ...relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all...Hourly pay$45k - $100k
...Financial Advisor Position Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$66k
Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers... ..., personalized, high-quality financial services and products. Our retail division,... ...physical demands described here are representative of those that must be met by an employee...Local area$25 - $38.46 per hour
...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial... ...client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and...Hourly payFull timeWork experience placementFlexible hoursDay shift- ...the loan process Obtains and analyzes a credit report on the borrower Update job knowledge on types of loans and other financial services Operate in compliance with laws and regulations and adhere to lending compliance guidelines Performs other clerical duties...Live outWork at officeLocal area
$100k - $110k
...is a multifaceted and demanding role that requires a blend of financial acumen, sales ability, relationship management, and regulatory... ...environment by educating business members about CU's products and services, while cross-selling additional commercial offerings....Work at officeLocal areaMonday to Friday$85k - $110k
...Loan Officer to join a well-established financial institution expanding its footprint into... ...Identify opportunities for additional banking services, including cash management, deposits,... ..., and community organizations Represent the organization at networking and community...Temporary workLocal area- ...We enable financial institutions to become AI-first digital leaders. As a professional team of global scale, we work with the best... ...CRM, Digital Channels, and Loan Origination solutions and SI services to regional banks and large credit unions. Partner with internal...Contract workRemote workWorldwide
$2,500 - $5,000 per month
...About the Company Our agents help families across the country find the Life Insurance, Retirement Solutions, and Financial Services Solutions they need to protect their futures. About the Role As a Sales Specialist, you will help clients understand their life...For contractorsRemote work- ...Sales pros: this could be one of the most underrated opportunities in financial services right now. The life insurance industry is shifting quickly. Millions of families are still without adequate coverage. A wave of veteran agents is heading into retirement....Remote workShift work
$53.13k - $71.72k
...NY HELPS Yes 55-b/c Eligible No Agency Financial Services, Department of Title Assistant Actuary, SG-14 Occupational Category Financial, Accounting, Auditing Salary Grade 14 Bargaining Unit PS&T - Professional, Scientific, and Technical (PEF) Salary Range...Permanent employmentFull timeTraineeshipInternshipWork at officeLocal areaRemote work$60k - $200k
...Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and...Immediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!
- financial counselor Albany, NY
- associate corporate finance Albany, NY
- financial advisor associate Albany, NY
- financial consultant Albany, NY
- estate planning consultant Albany, NY
- financial planning administrator Albany, NY
- finance associate Albany, NY
- financial advisor Albany, NY
- wealth advisor Albany, NY
- financial planning associate Albany, NY



