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Financial Services Representative jobs

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5,371 jobs found
Yesterday
PP

PayPal Manager/Sr Manager Financial Planning & Analysis United States, New York, New York

Limitless High-tech career opportunities - Expoint
Description:
Business partnering with leaders and VPs and the other cross-functional teams located globally. Build and retain a strong and effective team. Oversee month-end close and reporting activities, forecast, variance analysis...
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Yesterday
T

Truist Association Services Commercial Client Specialist United States, Florida, Saint Petersburg

Limitless High-tech career opportunities - Expoint
Description:
Regular or Temporary:English (Required)1st shift (United States of America)Essential Duties and Following is a summary of the essential functions for this job.Other duties may be performed, both major and minor,...
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Yesterday
F

Flywire Business Development Representative United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Description:
Perform accurate and timely data entry and validation to support regional sales strategy. Receive and make telephone calls and create email correspondence, directing appropriately to properties assigned to corporate brands...
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Yesterday
U

Uber Account Representative UberEats SoCal Bilingual Required United States, West Virginia

Limitless High-tech career opportunities - Expoint
Description:
Own and manage a pipeline of local small and medium restaurants to sign new partnerships in your geographic region with a mix of cold-calling (at least 50 dials per day)...
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Yesterday
S

Sony Financial Analyst United States, California, San Diego

Limitless High-tech career opportunities - Expoint
Description:
Manage parent consolidation and reporting to Sony Global headquarters along with queries and instruction updates along with completing various accounting schedules. Subsidiary trial balance review and postings. Co-ordinate reporting change...
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Yesterday
WF

Wells Fargo Teller Full Time Golden Financial Gate District United States, California, San Francisco

Limitless High-tech career opportunities - Expoint
Description:
Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers. Complete operational activities while minimizing risks under established policies. Perform routine transactional, operational, and...
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Yesterday
WF

Wells Fargo Financial Crimes Operations - Senior Business United States, Arizona, Tempe

Limitless High-tech career opportunities - Expoint
Description:
Lead or participate in moderately complex initiatives and deliverables within business and contribute to large-scale, cross-functional planning related to mitigation of current and emerging business risk issues and concerns. Assess,...
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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.