The Financial Advisor serves the financial advisory needs of credit union members utilizing a holistic approach. The Financial Advisor helps members identify their financial goals and objectives, uses financial planning and analysis to determine appropriate securities and/or insurance products to fu...
All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. In the recruiting of Financial Advisors, First Comm...
Manage the financial aid office at the Greensboro campus, providing a one-stop shop for walk-in students with all aspects of financial aid, veterans, and scholarship administration. The jobholder advises students regarding financial aid applications, awards, and miscellaneous matters. Advise student...
The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and custom...
All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. Financial planning and investment advisory services...
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life ...
The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and custom...
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility .We are ready to schedule interviews for this week.We're seeking someone who is great with people, building rel...
Determine specialized product needs and services by working directly with customers - Suggest add-on sales to increase average transactions - Provide price estimates for designated installations prior to scheduling appointments - Keep customers appri Service Advisor, Advisor, Retail, Compensation. ...
Only qualified Financial Reporting Consultant candidates located near the Charlotte, NC area to be considered due to the position requiring an onsite presence***. At least 5 to 7 years of financial reporting experience. Prepare month-end financial statements and analysis files in advance of month-en...
Provides customer service by explaining IRS policy and procedures, providing instructions and analyzing complex or unusual issues presented by taxpayers, practitioners and Service employees. This service is based upon interpretation and application of IRM procedures, regulations, court decisions, st...
Service Advisors also complete documentation of automotive problems and service needs by listening to customer's description of symptoms, clarifying description of problems, and examining service schedules while providing clear and consistent documentation within the digital vehicle inspection and t...
We are seeking people who love to help customers overcome Financial technology challenges and who feel rewarded by driving high levels of customer satisfaction. Certified or ability to certify in Workday Financials Products and effectively deploy the solution. Demonstrates an understanding of Financ...
The Senior Inside Sales Representative is a quota-carrying team member responsible for working with smaller size customers across financial services and specialty industries to position and sell CS products. Senior Inside Sales Representative role offers growth potential opportunities, professional ...
Coordinates financial/accounting operations, including overall financial monitoring and support/guidance to Business Development and Partnership to ensure the fiscal well- being of development fund oversight and department budget, provides financial management, conducts analyses of financial data, p...
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility .We are ready to schedule interviews for this week.We're seeking someone who is great with people, building rel...
The Senior Sales Representative role offers growth potential opportunities, professional development, an engaging team environment, the ability to work a remote schedule, and amazing benefits. You'll be a quota-carrying team member, specifically working w/ financial services and specialty industries...
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Financial Services Operations Representative I, II and III (GIDS Core Processing). As a Financial Services Operations Representative, you will be providing transactio...
About the Insurance Sales Representative position. Insurance Sales Representative responsibilities are:. Evaluate new customers insurance needs, risks, existing coverage, long term goals, and financial status to create a tailored experience that exceeds expectations. Insurance Sales Representa...
At Legacy Services Financial our mission and purpose is to build a world-class company, providing a range of financial services and products, with the highest level of support and service to our clients. We are proud to provide a culture that encourages personal development, unlimited financial oppo...
Previous Customer Service Experience Required. Previous Service/Sales Experience Preferred. Employee discounts on products & services. Ability to successfully guide customers throughout the service process. ...
To help carry us even further, we are seeking an Associate Controllership Analyst to join our expanding, problem-solving team, supporting our Long Term Care Operations functions. Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, fin...
As a Customer Service Advisor, you are often the first and last face our customers see. You will create lasting impressions and build loyal customers by using product knowledge and services to present oil change options and additional services. We will help you become an expert on our products, serv...
Exciting Job Opportunity: Join Our Expanding Organization as a Life Insurance Agent or Remote Sales Representative!. Our organization is experiencing rapid growth and venturing into new territories, which is why we are seeking passionate Life Insurance Agents and Remote Sales Representatives to join...
The Business Analyst will work collaboratively across all departments and communicate solutions and strategies clearly to stakeholders, facilitators, and partners. Develop Business Requirements/Functional Spec documents, translate high-level business requirements into functional requirements,. Resea...