Financial Services Representative
3 days ago
We are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at Bank of America. As a key member of our wealth management group, you will play a critical role in providing exceptional client service and support to our clients.
Job Description:In this role, you will work closely with our financial advisors and other team members to ensure timely and accurate completion of client materials and requests. You will also assist in identifying and deepening client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices.
Key Responsibilities:- Provide excellent client service and support
- Ensure timeliness, accuracy, and completeness in client materials and requests
- Assist in identifying and deepening client relationships
To be successful in this role, you must have a high school diploma or equivalent and possess excellent communication and interpersonal skills. You should also be able to work effectively in a team environment and prioritize tasks to meet deadlines.
The estimated salary for this position is $45,000 - $60,000 per year, depending on experience and qualifications. We offer a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
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Financial Services Representative
1 month ago
London, Greater London, United Kingdom Mojo Financial Technologies Ltd Full timeWe are seeking a Sales Representative to join our team at Mojo Financial Technologies Ltd. As a City or Area Sales Representative, you will be part of a close-knit team that's revolutionizing the banking industry. Our dynamic environment offers endless opportunities to learn, grow, and take on new challenges.Key Responsibilities:Make sales presentations to...
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Financial Services Representative
1 month ago
London, Greater London, United Kingdom Moneff Full timeCustomer Service Representative RoleThe Customer Service Representative will report to the Chief Executive Officer and the Client Relationship Director.The ideal candidate will provide support to the Customer Services team, ensuring excellent customer service standards and maintaining high customer satisfaction.Responsibilities include:Maintaining customer...
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Customer Service Representative
1 month ago
London, Greater London, United Kingdom DA Financial Trading Recruitment Full timeJob OpportunityWe are seeking a highly skilled Customer Service Representative to join our team at DA Financial Trading Recruitment.The ideal candidate will have previous experience in a customer support role with fluent level Italian literacy and a strong understanding of the Financial Services industry.The role offers a basic salary of up to £35k, plus...
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Customer Service Representative
1 month ago
London, Greater London, United Kingdom Broadridge Financial Solutions Full timeClient Services RoleWe are seeking a dedicated Client Services Representative to join our ICS Client Services Team in London. In this role, you will serve as the first line of contact for global custodian client inquiries via telephone and email, ensuring exceptional service delivery.Our work environment is grounded in FACS: Flexible, Accountable, Connected,...
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Sales Representative
2 weeks ago
London, Greater London, United Kingdom Macrobond Financial Full timeExplore a dynamic role as a Sales Representative with Macrobond Financial in London. As we continue to accelerate our growth, we are seeking an ambitious and results-driven individual to join our Sales Continental team.About the OpportunityThis is an exciting chance to drive new business and expand relationships with existing clients across Germany, Austria,...
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Financial Services Professional
4 days ago
London, Greater London, United Kingdom Salisbury Financial Services Full timeWe are seeking a mature and professional-minded individual to provide administrative support to our advisory and technical team.This full-time role is based in Gerrards Cross, where you will work closely with colleagues and high-net-worth clients. You will be responsible for data entry, record keeping, and obtaining illustrations, key features documentation,...
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Financial Services Representative
2 days ago
London, Greater London, United Kingdom Intrum Justitia Full timeJob Description:Intrum Justitia seeks a skilled Financial Services Representative to join our team in Reigate, Surrey. This role involves providing exceptional customer service and support to clients with financial difficulties.About the Role:Deliver tailored solutions to customers through effective communication and problem-solving skills.Manage a variety...
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Financial Services Representative
4 days ago
London, Greater London, United Kingdom State Employees' Credit Union Full timeJob DescriptionWe are seeking a highly skilled and motivated Financial Services Representative to join our team at State Employees' Credit Union. As a key member of our lending department, you will be responsible for analyzing loan applications, assessing creditworthiness, and making informed lending decisions.The ideal candidate will possess a strong...
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Financial Services Accountant
4 weeks ago
London, Greater London, United Kingdom CER Financial Full timePurchase Ledger AccountantCER Financial is seeking a skilled Financial Services Accountant to maintain expense accounting records, including purchase ledgers and purchase orders. The ideal candidate will participate in the provision of control and reporting services for management and produce expense accounts information for the Office.The successful...
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London, Greater London, United Kingdom DA Financial Trading Recruitment Full timeAbout the Role:This is an exciting opportunity for a Italian Speaking Customer Service Representative to join our team at DA Financial Trading Recruitment.Job Summary:We are seeking a highly skilled and experienced Customer Support Associate to provide exceptional service to our clients in the FX/CFD Trading industry.Main Responsibilities:Customer Queries:...
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Financial Services Analyst
1 month ago
London, Greater London, United Kingdom Bruin Financial Full timeAt Bruin Financial, we are seeking a skilled Financial Services Analyst to join our team. As an Accounts Payable Specialist, you will be responsible for processing and paying invoices and employee expenses. This role is ideal for someone looking to get into the Financial Services industry.Key Responsibilities:Handle purchase invoices, expense claims, and...
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Financial Representative
2 days ago
London, Greater London, United Kingdom Refresh Mortgage Network Limited Full timeRole Summary: We are seeking a highly motivated and CeMAP qualified Financial Representative to join our expanding Refresh Mortgage Network. This is an exciting opportunity for individuals who want to pursue a rewarding career in the mortgage industry.About the Role: As a Financial Representative, you will have access to innovative technology and...
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Financial Services Representative
3 days ago
London, Greater London, United Kingdom Secure Mortgages & Protection Full timeAbout the RoleWe are recruiting for a Financial Services Representative to join our team at Secure Mortgages & Protection Ltd. This is an exciting opportunity to launch or advance your career in insurance sales and make a real difference in people's lives.The successful candidate will be responsible for identifying and pursuing new business opportunities,...
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Financial Services Representative
2 days ago
London, Greater London, United Kingdom Want More Full timeJob Title: Financial Services RepresentativeWe are seeking a friendly and efficient Cashier to join our team in Dubai. The role comes with accommodation provided in Dubai.About the Job:We offer an attractive salary of AED 6,500 per month for this position. As a Cashier, you will be responsible for processing customer payments accurately and efficiently,...
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Financial Services Representative
3 days ago
London, Greater London, United Kingdom Kroo Full timeAbout the Role:We're seeking a skilled and empathetic Financial Services Representative to join our team at Kroo. As a key member of our team, you will be responsible for supporting customers with specific needs, ensuring they receive exceptional service and care.Key Responsibilities:Interact with and support our vulnerable customersTake ownership of...
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Financial Services Relationship Manager
4 days ago
London, Greater London, United Kingdom Jigsaw Financial Full timeAbout Jigsaw FinancialJigsaw Financial is a dynamic organization that offers an exciting opportunity for a skilled individual to join our team as a Financial Services Relationship Manager.We are committed to delivering exceptional service to our clients and partners, and we believe that this role will play a crucial part in achieving our goals.Job...
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Financial Services Professional
1 month ago
London, Greater London, United Kingdom Sun Life Financial Full timeAbout the Role:Sun Life Financial is seeking a highly motivated and entrepreneurial individual to join our team as a Financial Services Professional. As a Financial Services Professional, you will have the opportunity to build your own business and work with clients to help them achieve their financial goals.Key Responsibilities:Prospect and acquire new...
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Customer Service Representative
4 days ago
London, Greater London, United Kingdom Ardonagh Advisory Full timeRole OverviewWe are seeking a skilled Customer Service Representative to join our team at Ardonagh Advisory. In this role, you will provide exceptional customer service and support in a fast-paced financial services environment.
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Head of Financial Crime Compliance Director
1 month ago
London, Greater London, United Kingdom financial-advisor Full timeAbout the RoleWe are seeking a highly skilled and experienced Head of Financial Crime Compliance to join our team. As a trusted advisor, you will play a critical role in ensuring the bank's financial crime compliance framework remains fit for purpose.Key ResponsibilitiesProvide expert advice and guidance on financial crime compliance matters to the London...
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Financial Services Professional
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob OverviewQuilter Financial Planning is seeking an experienced Financial Advisor to join our team on both an Employed and Self-Employed basis. As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for financial advisers to develop and grow.The Role:Develop and implement financial...