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5,226 jobs found
09.07.2025
BOA
Bank Of America Financial Solutions Advisor - Consumer Investments South Sho... United States, Massachusetts, Quincy
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Applying complex transfer pricing concepts and economic/financial knowledge to resolve client challenges. Providing a fully integrated approach to transfer pricing by preparing documents, participating in advanced pricing agreements (APAs) and...
Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Develops relationships with key internal customers to identify and proactively address emerging needs. Creates the structure and conditions to allow information to flow within a team. Influences customers and/or organizational...
Leads security investigations and eDiscovery matters. Produces fact-based technical reports detailing events over specified periods of time for the investigation and shares the reports with stakeholders to act upon. Advise...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Financial services representatives are the ideal career choice for tech-savvy professionals looking to make a difference in their industry. Expoint provides the platform for these individuals to succeed and make an impact.
Financial services representatives play a critical role in the tech industry by connecting clients to the information they need to make sound business and investment decisions. These representatives are skilled communicators and thinkers, who understand and interpret complex topics and processes. They must be organized, disciplined, and focused on accuracy when handling critical paperwork, filing, and other tasks.
The primary responsibilities of financial service representatives include persistently following up with customers, helping them with their questions and needs, and providing resources. Professionals must also provide advice and counsel to clients on various financial products and services, as well as helping them make the most of their money and investments.
At Expoint, we are looking for enthusiastic and motivated financial services representatives who understand our commitment to providing quality and reliable services. These professionals must be able to remain calm under pressure and must be efficient problem-solvers. Those with the right qualifications and experience will have the opportunity to leverage their knowledge and gain valuable experience in the tech industry.
We are looking for professionals who understand the importance of meeting deadlines, tracking customer information, and accurately processing and verifying financial data. We need representatives who can handle multiple tasks while maintaining a positive attitude and providing exceptional customer service.
If you have the skills and aptitude to work in a fast-paced, ever- changing, demanding environment, then a financial services representative role may be the perfect fit for you. Join us at Expoint and help make a real difference with your tech-related career.