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Financial Representative jobs

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2,193 jobs found
23.06.2024
P

Philips Financial Clearance Representative United States, Pennsylvania

Limitless High-tech career opportunities - Expoint
Description:
Performing insurance verification for all services via online websites or manual phone calls to the payers, including both eligibility and full benefits and estimation of the patient responsibility based on...
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24.06.2024
BOA

Bank Of America Financial Service Representative- Retirement United States, New Jersey

Limitless High-tech career opportunities - Expoint
Description:
Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders. Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in...
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24.06.2024
BOA

Bank Of America Financial Service Representative- Retirement United States, New Jersey

Limitless High-tech career opportunities - Expoint
Description:
Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders. Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in...
Full job details
24.06.2024
BOA

Bank Of America Financial Service Representative- Retirement United States, Florida, Jacksonville

Limitless High-tech career opportunities - Expoint
Description:
Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders. Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in...
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17.07.2024
BOA

Bank Of America Financial Center Client Service Representative United States, California

Limitless High-tech career opportunities - Expoint
Description:
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investmentsRequired Qualifications:....
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18.07.2024
BOA

Bank Of America Financial Center Client Service Representative United States, California, Fresno

Limitless High-tech career opportunities - Expoint
Description:
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investmentsSkills:. Active...
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14.07.2024
BOA

Bank Of America Financial Center Client Service Representative United States, California, Napa

Limitless High-tech career opportunities - Expoint
Description:
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and...
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Are you a finance professional looking for a job in the tech industry? Expoint is the premier destination for tech-savvy financial representatives. At Expoint, our goal is to match the specific needs of tech companies with experienced finance professionals who can help them achieve their financial goals. Our financial representatives provide a range of services including financial planning, analysis and forecasting, and risk management. As a financial representative on Expoint, you would need to have a strong knowledge of accounting concepts, corporate finance, financial markets and investment strategies, and tax planning. You will work closely with senior executives to develop strategic financial plans and forecasts. You must also have excellent organizational, analytical, and communication skills. In addition, the successful financial representative must be keenly aware of current market trends and competitive analysis. You must have the ability to interpret financial information and develop innovative solutions for our clients. With the use of sophisticated technology, you will be able to measure our clients’ financial performance, illustrate the effects of policy decisions, and recommend effective solutions. Finally, financial representatives must exhibit strong customer service skills. You must be able to identify clients’ needs and develop relationships that ensure the long-term success of the company. At Expoint, our financial representatives are the core of our business. If you have the experience, skills, and determination to help drive our mission, join us today!