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Strong Understanding of the financial services industry and specific knowledge including system architecture, security, use cases, workflows, personas, industry standards, compliance and regulatory requirements (Ex. HIPPA, PHI, PII, KYC, AML, PCI DSS, Reg E, Reg Z, etc.
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Experience in the financial services industry applying artificial intelligence solutions to solve problems including customer experience, back-office modernization, fraud detection, etc.
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The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation.
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Take ownership of your career as you master your craft and excel in Financial Services. Bankers Life , a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives.
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Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal.
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You'll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.
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Strong candidates will also have previous experience in Financial Representative role. Active FINRA Series 7 & 63 Licenses. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution.
$52,400 - $76,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments.
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We champion your financial, physical, and mental health by offering valuable benefits and resources to help you care for the whole you. PayPal provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law.
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The Financial Services Assistant will also provide support to, enrollment/admissions representatives, mentors and other WGU staff to serve our students. The Financial Services Assistant is responsible for providing clear communication and support to students, while ensuring the student has a satisfied experience.
$17.35 - $25.14 an hourFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Identify quantum use cases in financial modelling (advancing data science / quantitative finance models), progress understanding of potential computational applications and anticipate business value implications for clients within financial services.
$175,000 - $263,000 a yearFull-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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7+ years of marketing experience in the Financial Services and Insurance industry, with a focus on B2B marketing and demand generation. Create thought leadership content, including whitepapers, blogs, videos, and webinars, that highlights the company's expertise in the Financial Services and Insurance industry.
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Market research studies are paid engagements Ivy Exec conducts with clients to get feedback on certain topics.
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As a Financial Services Specialist, you will be an ambassador for Nordstrom, handling phone calls from customers in a virtual environment. Our Financial Services Specialists embrace technology and feel confident and comfortable working autonomously in a virtual environment.
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Experience working with customers in the Financial Services industry. Partnered with an Account Partner (Services Salesperson), the Engagement Director leads both pre and post-sales activities.
$143,500 - $337,800 a yearFull-timeExpandApply NowActive JobUpdated 29 days ago
Title: financial services in Austin, TX
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