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Reposted 24 Days AgoSaved
In-Office
New York, NY, USA
25-44 Hourly
Entry level
25-44 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role offers client service support to Financial Advisors by providing excellent service, ensuring operational excellence, and addressing clients' needs effectively while educating them about the bank's offerings.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordSalesforce
24 Days AgoSaved
In-Office
Wayzata, MN, USA
25-44 Hourly
Entry level
25-44 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role involves providing client service support to Financial Advisors, ensuring timely and accurate client materials, and fostering client relationships while promoting the bank's offerings.
Top Skills: ExcelMicrosoft WordPowerPointSalesforce
24 Days AgoSaved
In-Office
3 Locations
110K-206K Annually
Mid level
110K-206K Annually
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Manage a portfolio of distressed commercial credits, executing workout strategies, monitoring borrower performance, and ensuring compliance. Collaborate with stakeholders for effective outcomes.
Top Skills: Financial AccountingLoan StructuringModeling
24 Days AgoSaved
In-Office
Davenport, IA, USA
Entry level
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role involves providing client service support to Financial Advisors by addressing client needs, ensuring operational excellence, and fostering client relationships while managing requests efficiently.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordSalesforce
24 Days AgoSaved
In-Office
Richmond, CA, USA
Entry level
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
This position involves advising clients on financial solutions, triaging leads, and recommending investment strategies to help achieve financial goals, while ensuring compliance with SAFE Act registration requirements.
Top Skills: Finra Securities Industry Essentials (Sie)
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Reposted 24 Days AgoSaved
In-Office
Grand Rapids, MI, USA
Entry level
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role involves providing client support to Financial Advisors, ensuring client satisfaction through excellent service, aligning with bank policies, and promoting the bank's offerings.
Top Skills: ExcelMicrosoft WordPowerPointSalesforce
25 Days AgoSaved
In-Office
Boston, MA, USA
25-30 Hourly
Junior
25-30 Hourly
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
This role involves originating loans for residential mortgages, providing comprehensive borrowing solutions, and managing client relationships to meet financial needs.
Reposted 25 Days AgoSaved
In-Office
Exton, PA, USA
Entry level
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide client service support to Financial Advisors, ensuring timely responses and aligning with bank policies to deepen client relationships.
Top Skills: ExcelMicrosoft WordPowerPointSalesforce
25 Days AgoSaved
In-Office
Danville, VA, USA
25-30 Hourly
Junior
25-30 Hourly
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Responsible for originating loans for residential mortgages, providing financial solutions, and managing client relationships to meet their borrowing needs.
Top Skills: Banking ProductsCredit Card SystemsFha And Hud GuidelinesLoan Processing SoftwareMortgage ProductsMs Applications
25 Days AgoSaved
In-Office
Glendale, AZ, USA
29-34 Hourly
Entry level
29-34 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Financial Solutions Advisor, you'll obtain licenses, develop client relationships, and offer personalized financial advice, progressing into more advanced roles within the company.
Top Skills: FinraSecurities Industry Essentials (Sie)Series 66Series 7
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