Average salary: $76,875 /yearly

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  • $18 - $20 per hour

     ...A financial services company in Salt Lake City, Utah, is seeking Customer Service representatives. Responsibilities include providing quality service regarding depositor accounts and processing requests. The position is initially in-office for 90 days, transitioning to... 
    Suggested
    Hourly pay
    Work at office

    Insight Global

    Salt Lake City, UT
    3 days ago
  •  ...A leading financial services organization in Fort Myers seeks an Associate Financial Representative to support financial advisors and manage client service. Responsibilities include processing accounts, ensuring compliance, and providing performance reports. The ideal... 
    Suggested
    Remote work
    Flexible hours

    Northwestern Mutual

    Fort Myers, FL
    4 days ago
  • $65k - $75k

     ...Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting‑edge technology... 
    Suggested
    Work at office
    Remote work

    Interactive Brokers

    Chicago, IL
    3 days ago
  •  ...A prominent public university in Florida seeks a Financial Shared Services Associate. The role involves processing financial transactions and ensuring compliance with policies while providing excellent service to internal stakeholders. Candidates need strong communication... 
    Suggested
    Remote work

    Penn State University

    Orlando, FL
    3 days ago
  • $38.3k - $55.5k

     ...Financial Shared Services Associate page is loaded## Financial Shared Services Associateremote type: Hybridlocations: Penn State University Parktime type: Full timeposted on: Posted Todayjob requisition id: REQ\_0000076874# **APPLICATION INSTRUCTIONS:*** ## CURRENT PENN... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Remote work
    Flexible hours
    1 day per week

    Penn State University

    Orlando, FL
    3 days ago
  •  ...resumes cannot be considered. *** Job Title: Retirement Plan Services Associate Rate: $23.00/hr. W-2 Location: St. Petersburg, FL -...  ...Haves At least 2 years of RECENT experience within the financial services, ideally the retirement planning industry OR... 
    Suggested
    Full time
    Contract work
    Part time
    Work experience placement
    Work at office
    Work from home

    Revolution Technologies

    Saint Petersburg, FL
    2 days ago
  • Position Title Patient Financial Counselor Bell Hospital, Westwood Medical Pavilion - West Position Summary / Career Interest: The Patient...  ...and procedures. Maintains productivity, quality and customer service requirements according to department policy and procedure. Responsibilities... 
    Suggested

    University of Kansas Health System

    Kansas City, KS
    20 hours ago
  • $170k - $210k

     ...A leading law firm in Chicago is seeking a mid-level associate litigator to handle financial services litigation for banks and lenders. This hybrid role requires 5-10 years of litigation experience. You'll represent clients, assist with depositions, and draft legal documents... 
    Suggested

    McCormack Schreiber Legal Search Inc.

    Chicago, IL
    3 days ago
  • A major financial services company is seeking an Associate for their Event Marketing team based in Wilmington. The ideal candidate will possess a bachelor's degree and over 3 years of experience in event planning. The role includes managing the end-to-end process of event... 
    Suggested

    Event Marketer

    Wilmington, DE
    4 days ago
  • $100,000 per week

    Fidelity Investments, a renowned leader in the financial services industry and one of the world’s largest asset managers, is seeking a skilled Financial Consultant to join our dedicated team in Boston, MA. This role offers the unique opportunity to make an impact by providing... 
    Suggested

    Financial Services Group

    San Jose, CA
    a month ago
  • $52.8k

    A leading financial services firm is looking for candidates to join their client service team in Frisco, Texas. The role involves educating clients about various financial strategies and addressing their inquiries. Candidates should possess a growth mindset and a passion... 
    Suggested

    Charles Schwab

    Frisco, TX
    5 days ago
  • $21 - $23 per hour

    A local credit union in Cincinnati is seeking a Financial Services Representative I to join their team. This full-time position involves processing loan applications, promoting financial products, and building relationships with members. Candidates should possess strong... 
    Suggested
    Hourly pay
    Full time
    Local area

    Cinfed Credit Union

    Cincinnati, OH
    2 days ago
  • A financial services organization in Sanford, Florida is seeking an Associate Financial Advisory Services Representative. The successful candidate will support member services and assist in delivering Financial Advisory Services. Responsibilities include engaging with members... 
    Suggested

    State Employees' Credit Union

    Sanford, FL
    4 days ago
  • Internship Accounting, Data Analytics, Economics & Finance Assist individuals and families in improving their financial security by providing education and access to financial products such as life insurance, investments, and debt management strategies. Responsibilities... 
    Suggested
    Internship
    Flexible hours

    Nichols College

    Dudley, MA
    3 days ago
  •  ...Senior Associate Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP, is currently looking for a Senior Associate to support its Financial Advisory Services group. This group provides value-added business advisory services to its growing group of diverse... 
    Suggested
    Work at office
    Immediate start

    Siegfried Advisory

    Philadelphia, PA
    5 days ago
  •  ...A leading financial services company in Scottsdale, Arizona is seeking passionate individuals to join their client service team. You will educate clients on investment strategies, engage in problem-solving, and manage client relationships effectively. Previous customer... 

    Charles Schwab

    Scottsdale, AZ
    3 days ago
  •  ...An established health organization in Melville is seeking an Associate Financial Services Representative to provide exceptional customer support, handle insurance benefit verifications, and manage billing processes. Candidates should have a High School Diploma and ideally... 

    Northwell Health

    Melville, NY
    3 days ago
  • $96.8k - $159.6k

     ...EY-Parthenon - Deals - Financial Diligence - Financial Services - Senior Associate Location: New York, Anywhere in Region Salary: Competitive Job Description At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected... 
    Work experience placement
    Summer holiday
    Work at office
    Local area
    Flexible hours

    EY

    New York, NY
    5 days ago
  •  ...Financial Services - Senior Associate Location: Charlotte, NC Relocation: Assistance available Salary: Salary to be discussed with a Bryant Staffing Solutions Recruiter Bonus: Performance-based bonus eligible About the Opportunity A nationally respected law firm... 
    Relocation package

    Bryant Staffing Solutions

    Charlotte, NC
    2 days ago
  • $95.2k - $157.1k

     ...EY-Parthenon - Corporate Finance - Business Valuation - Financial Services - Senior Associate Location: New York, Anywhere in Region Salary: Competitive At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse... 
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    New York, NY
    5 days ago
  •  ...The Financial Planning Service Desk Analyst/Associate will be responsible for helping Financial Advisors and Client Service Associates navigate Morgan Stanley’s financial planning tools. A key component of the role will be to aggregate and log feedback from Financial Advisors... 
    Temporary work
    Work at office
    Local area
    Home office

    Morgan Stanley

    Baltimore, MD
    3 days ago
  • $60k - $75k

     ...Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have...  ...rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you... 
    Full time
    Work at office

    Fidelity Investments

    San Pablo, CA
    1 hour ago
  • $52.8k

    A major financial institution is seeking candidates for a client-facing role emphasizing financial education and support. This position...  ...communication skills, a growth mindset, and a passion for customer service. Join a collaborative team dedicated to shaping clients'... 

    Charles Schwab

    Tempe, AZ
    5 days ago
  • $120k - $165k

     ...A leading consulting firm is seeking a Business Advisory Associate to support engagement teams with financial modeling, industry research, and client collaboration. Candidates should have at least three years of related experience and a BS/BA in Accounting, Finance, or... 

    Huron Consulting Group

    San Francisco, CA
    3 days ago
  •  ...Patient Financial Advisor Join Martin's Point Health Care - an innovative, not-for-profit...  ...Billing Specialists to obtain payment for services rendered from the appropriate party. The...  ...duties as assigned Education/Experience Associate Degree or combination of relevant... 

    Martins Point Health Care

    Portland, ME
    20 hours ago
  •  ...Financial Representative The purpose of the Financial Representative is to meet the needs...  ...the purpose of sales, conservation, and service. Adequately prepares for and conducts...  ...working within a team composed of associates who are at various levels of experience.... 
    Work at office
    Local area

    Western & Southern Life

    Sacramento, CA
    5 days ago
  •  ...management firm serving business owners, corporate executives, and high-net-worth families. We are seeking a part-time Financial Client Service Associate (CSA) to support our Wealth Advisors and operations team with accurate, timely, and detail-oriented client service... 
    Part time
    Local area
    Remote work

    MKD Wealth

    Troy, MI
    1 day ago
  • A financial services company in Raleigh, North Carolina, is seeking a Registered Client Service Associate to provide dedicated support to high producing advisors. The role involves preparing financial plans, scheduling client meetings, and supporting various administrative... 
    Full time

    Ameriprise Financial Services, LLC

    Raleigh, NC
    2 days ago
  • $19.23 - $28.37 per hour

     ...our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in...  ...and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts... 
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    Key Bank

    Ketchikan, AK
    2 days ago
  •  ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners...  ...History of success in sales, competitive roles, client services, or client-facing roles Excellent time-management skills... 
    Part time
    Work at office
    Flexible hours

    Bankers Life

    Salt Lake City, UT
    3 hours ago