Senior Financial Services Professional
1 month ago
About the Role:
This position is responsible for serving as the primary point of contact for financial center clients, helping to identify and meet their personal banking needs. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care.
Key Qualifications:
- Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
- Strong written and verbal communications skills
- Ability to learn and adapt to new information, technology platforms, and handle ambiguity
- Effective time management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously
Preferred Qualifications:
- Associate's degree or bachelor's degree in business, finance, or a related field
- Experience working in a financial center where goals were met or exceeded
- Strong computer skills including MS applications and previous experience utilizing laptop technology
Skills:
- Active Listening
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
Work Schedule:
1st shift (United States of America)
Hours Per Week:
40
-
Senior Financial Professional
2 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom BESPOKE RECRUITMENT SOLUTIONS LTD Full timeJob Title: ACCA Senior AccountantBespoke Recruitment Solutions Ltd is seeking an experienced ACCA Senior Accountant to join our team.About the Role:As an ACCA Senior Accountant, you will be responsible for overseeing junior accountants, ensuring accuracy and compliance while helping them grow in their careers. You will work closely with senior accountants...
-
Financial Services Professional
3 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom NFU Mutual Full time £30,000About the RoleWe are seeking a talented individual to join our Financial Services team as a Graduate Scheme member. This is an exciting opportunity to develop your skills and knowledge in financial services, working with a leading provider.Key ResponsibilitiesSupport our customers with their financial queries and needsContribute to the development of...
-
Senior Legal Counsel Financial Services
4 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom Douglas Scott Legal Recruitment Full timeSenior Legal Counsel OpportunityAre you a UK qualified Solicitor with prior experience in Finance or Finance Litigation? We have an exciting opportunity for you to join a leading Financial Services business in the UK as Senior Legal Counsel. In this role, you will be part of the Group Legal Function and support across all areas of the Consumer business,...
-
Graduate Policy Financial Services Professional
2 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom NFU Mutual Full time £30,000Join a Comprehensive Financial Services ProviderNFU Mutual offers a Graduate Financial Services Scheme that empowers graduates to navigate the complexities of financial services with confidence.As a Graduate Financial Services Professional, you will be part of a supportive culture that prioritizes employee growth and development.The scheme provides a diverse...
-
Senior Financial Business Partner
4 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom Wex Europe Services Full timeAt Wex Europe Services, we're on a mission to revolutionize the way businesses operate. Our goal is to simplify the complexities of commerce, freeing our clients to focus on what matters most.We're currently seeking a highly skilled Commercial Financial Business Partner to join our Manchester City Centre team. In this integral role, you'll collaborate with...
-
Mortgage Services Manager
1 day ago
Stratford-upon-Avon, Warwickshire, United Kingdom Countrywide Mortgage Services Full timeJob OverviewWe are seeking an experienced Senior Mortgage Advisor to take on a leadership role within our mortgage services team. As a Mortgage Services Development Manager, you will be responsible for supporting and developing less experienced colleagues, while also achieving revenue and product sales targets.Key ResponsibilitiesProvide supervisory support...
-
Senior Financial Accountant
4 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom BESPOKE RECRUITMENT SOLUTIONS LTD Full timeSenior Financial AccountantWe are seeking a highly skilled Senior Financial Accountant to join our team at BESPOKE RECRUITMENT SOLUTIONS LTD. As a Senior Financial Accountant, you will be responsible for overseeing the work of junior accountants, ensuring accuracy and compliance while helping them grow in their careers.Key Responsibilities:Supervise and...
-
Senior Mortgage Advisor Role
2 days ago
Stratford-upon-Avon, Warwickshire, United Kingdom Countrywide Mortgage Services Full timeJob DescriptionWe are seeking an experienced Senior Mortgage Advisor to join our team as a Mortgage Services Development Manager. This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a management role, with an estimated salary of £65,000 per annum.Key ResponsibilitiesProvide supervisory support to the Mortgage...
-
Claims Handler
4 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom Exchange Street Claims & Financial Services Full timeWe are seeking a skilled Senior Casualty/Liability Claims Handler to join our team at Exchange Street Claims & Financial Services.About the Role:Key Responsibilities:Investigate liability claims for Employers & Public Liability and report thereon, in compliance with prevailing client requirements/service standards.Proactively investigate and settle liability...
-
Senior Financial Analyst
3 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom Mnp Llp Full timeRole OverviewWe are seeking an accomplished Senior Financial Analyst to join our team at MNP LLP. As a key member of our assurance and accounting department, you will be responsible for providing strategic business insights and solutions to our clients.Key ResponsibilitiesOur ideal candidate will have a strong background in accounting and financial analysis,...
-
Financial Services Director
4 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom K3 Capital Group Ltd Full timeK3 Advantage is a dynamic and fast-growing advisory business within the K3 Capital Group, a leading Private Equity owned Advisory & Professional Services organisation with global reach. We offer a comprehensive suite of professional services, consisting of three key pillars – Transactions, Tax Advisory, and Strategy & Data. Our mission is to provide...
-
Senior Financial Strategist
4 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom levelequals Full timeLevelequals is seeking a Senior Financial Strategist to lead and enhance their strategic financial management, HR, IT, and governance functions.The ideal candidate will ensure probity and due care and attention in the day-to-day and strategic management of the charity's finances, line managing a team of staff providing Finance, Business and IT Support...
-
Senior Accountant
1 month ago
Stratford-upon-Avon, Warwickshire, United Kingdom Mnp Llp Full timeSenior Accountant RoleMNP LLP is seeking a skilled Senior Accountant to join our Assurance and Accounting team. As a key member of our team, you will provide business strategies and solutions to our clients, leveraging your expertise in financial reporting and accounting standards.Responsibilities:Develop and apply knowledge of IFRS, GAAP, and ASPE to...
-
Senior Financial Advisor
3 days ago
Stratford-upon-Avon, Warwickshire, United Kingdom Bespoke Recruitment Solutions Ltd Full timeSenior Financial Advisor Position:">This Senior Financial Advisor position is ideal for a part-qualified, newly qualified, or qualified by experience accountant with at least 4 years of practice experience. As a Senior Financial Advisor, you will be responsible for managing a client portfolio, building strong relationships, and ensuring exceptional...
-
Corporate Recovery Senior
4 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom Imperium Financial Recruitment Full timeAbout the Role:We are seeking a skilled Corporate Recovery Senior to join the insolvency/recovery department at Imperium Financial Recruitment. Working closely with managers, you will be responsible for progressing cases in a timely and cost-efficient manner.Key Responsibilities:Correspond with creditors and other stakeholders to resolve disputes.Produce...
-
Senior Accounting Professional
4 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom fish4.co - Jobboard Full timeJob SummaryWe are seeking an experienced Senior Accountant to join our team in Stratford upon Avon. As a Senior Accountant, you will oversee junior accountants, ensuring accuracy and compliance while helping them grow in their careers.Key ResponsibilitiesSupervise and assess the work of junior accountants, ensuring adherence to accounting standards.Prepare...
-
Financial Services Leadership Position
2 days ago
Stratford-upon-Avon, Warwickshire, United Kingdom Countrywide Mortgage Services Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Mortgage Advisor to join our team as a Mortgage Services Development Manager. In this role, you will be responsible for providing supervisory support to the Mortgage Services Sales Manager, as well as supporting and developing less experienced colleagues.Key ResponsibilitiesSupervise and...
-
Senior Audit and Business Services Professional
1 month ago
Stratford-upon-Avon, Warwickshire, United Kingdom BTA Full timeYou will be part of a dynamic team in BTA's audit and business services department, working on a split position across both areas. Your responsibilities will include planning and executing audit assignments, identifying key risks, and assessing how to test them. You will also be involved in preparing financial statements ready for audit and supporting the...
-
Mortgage Services Development Manager
4 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom Countrywide Mortgage Services Full timeMortgage Services Development Manager Job DescriptionThis is an excellent opportunity for an existing Mortgage Advisor to take their first step into a management role, with a competitive OTE of £65k.Purpose:To provide assistance with supervisory responsibilities to the Mortgage Services Sales Manager as appropriate, and achieve revenue and product sales as...
-
Senior Accounting Professional
1 month ago
Stratford-upon-Avon, Warwickshire, United Kingdom Mnp Llp Full timeJob SummaryWe are seeking a highly skilled Senior Accounting Professional to join our team at MNP LLP. As a key member of our accounting and advisory services group, you will be responsible for leading client-facing engagement teams to complete audits, compliance tax engagements, budgeting, internal controls, and financial/accounting transactions.Key...