Finance service representative jobs in Atlanta, GA - 2,821 jobs
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Medtronic Diabetes Sales Representative
Inizio Engage
Finance service representative job in Atlanta, GA
Inizio Engage has a long-standing partnership with Medtronic to support an expanding portfolio of diabetes solutions in primary care.
We are seeking a performance-driven Diabetes Sales Representative who brings strong strategic thinking, relationship-building ability, and a record of field sales success. The ideal candidate thrives in a dynamic environment and can make an impact quickly through both clinical education and multichannel engagement.
The Diabetes Sales Representative is responsible for driving education, market development, and sales execution within an assigned territory to increase utilization of Medtronic Smart MDI (Multiple Daily Injections) solution. Smart MDI combines a smart insulin pen, a continuous glucose monitor (CGM), and a smartphone app to deliver personalized, data-driven insights for insulin dosing.
This role focuses on primary care targets, including physicians, nurse practitioners, physician assistants, nurses, and additional healthcare team members.
This position is an exciting opportunity to work with Medtronic's Diabetes business. Medtronic has announced its intention to separate the Diabetes division to promote future growth and innovation within the business and reallocate investments and resources across Medtronic, subject to applicable information and consultation requirements. This separation provides our team with a bold opportunity to unleash our potential, enabling us to operate with greater speed and agility. As a separate entity, we anticipate leveraging increased investments to drive meaningful innovation and enhance our impact on patient care.
What's in it for you?
Competitive compensation
Excellent Benefits - accrued time off, medical, dental, vision, 401k, disability & life insurance, paid maternity and paternity leave benefits, employee discounts/promotions
Employee discounts & exclusive promotions
Recognition programs, contests, and company-wide awards
Exceptional, collaborative culture
Best Places to Work in BioPharma (2022, 2023, & 2024)
Certified Great Place to Work (2022, 2023, 2025)
What will you be doing?
Drive demand for Smart MDI through clinical selling and education with primary care providers
Establish, maintain, and grow strong relationships with HCPs (Physicians, NPs, PAs, RNs, MAs, etc.)
Communicate key sales messaging, patient benefits, and product information
Develop and execute efficient routing plans and territory strategies
Use technical expertise to demonstrate Smart MDI capabilities across multiple channels (in-person and virtual)
Achieve or exceed defined sales and activity targets
Complete daily administrative responsibilities and required reporting
Maintain full compliance with all Inizio and Medtronic policies, ethics, and training requirements
Work collaboratively with geographic partners and cross-functional teams
Travel up to 20% of the time (territory-dependent)
Overnight travel required
Must have a dependable automobile with insurance coverage in compliance with company guidelines
What do you need for this position?
Bachelor's degree or equivalent work experience
2+ years of field sales experience (Pharma or B2B)
Prior pharmaceutical sales experience required
Experience with diabetes injectables or CGM strongly preferred
Strong technical acumen with ability to educate, demonstrate, and influence across multiple channels
Excellent interpersonal, communication, and relationship-building skills
Self-driven, motivated, with a hunter/entrepreneurial mindset
Valid driver's license and clean driving record
About Inizio Engage
Inizio Engage is a strategic, commercial, and creative engagement partner that specializes in healthcare. Our passionate, global workforce augments local expertise and diverse mix of skills with data, science, and technology to deliver bespoke engagement solutions that help clients reimagine how they engage with their patients, payers, people and providers to improve treatment outcomes. Our mission is to partner with our clients, improving lives by helping healthcare professionals and patients get the medicines, knowledge and support they need.
To learn more about Inizio Engage, visit us at: **********************
We believe in our values: We empower everyone/We rise to the challenge/We work as one/We ask what if/We do the right thing, and we will ask you how your personal values align to them.
Inizio Engage is proud to be an equal opportunity employer. Individuals seeking employment at Inizio are considered without regards to age, ancestry, color, gender, gender identity or expression, genetic information, marital status, medical condition (including pregnancy, childbirth, or related medical conditions), mental or physical disability, national origin, protected family care or medical leave status, race, religion (including beliefs and practices or the absence thereof), sexual orientation, military or veteran status, or any other characteristic protected by federal, state, or local laws. Further, pursuant to applicable local ordinances, Inizio will consider for employment qualified applicants with arrest and conviction records.
Inizio Engage is an equal opportunity employer M/F/V/D. We appreciate your interest in our company, however, only qualified candidates will be considered
$38k-71k yearly est. Auto-Apply 3d ago
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Senior MD, Investment Banking & M&A Growth
Portage Point Partners
Finance service representative job in Atlanta, GA
A leading financial consultancy in the United States is seeking a Managing Director for its Investment Banking (IB) team. This role offers a unique opportunity to lead complex M&A transactions and manage client relationships. The ideal candidate has over 15 years of investment banking experience, strong leadership skills, and a proven ability to thrive in a high-performance environment. The position offers a competitive compensation package of $1.2M to $3M annually.
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$110k-210k yearly est. 3d ago
Citi Private Bank - UHNW Private Banker - Director / MD
Citigroup Inc. 4.6
Finance service representative job in Atlanta, GA
Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.
Job Requirements New Client and Business Development
Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects
Profile, qualify, and convert prospects into CPB clients.
Identify and execute on new business opportunities with existing clients
Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects
Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood
Relationship Management
Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters
Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients
Manage client expectations regarding what can and cannot be executed on their behalf
Ensure financial strategies are kept current and appropriately aligned with client objectives
Understand and communicate the risk involved with financial and investment strategies
Ensure all client inquiries and problems are handled effectively and resolved
Help team members to acquire experience and establish credibility with clients
Compliance Oversight and Controls
Comply with all regulatory policies and control procedures regarding client transactions and suitability
Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews
Oversee and ensure clients are on‑boarded appropriately including all required documentation is complete and accurate
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Skills and Knowledge
Client facing experience, preferably in the financialservices industry. Strong knowledge of investments, banking and credit products
Strong knowledge of financial industry and current market conditions
Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
Ability to understand, utilise and learn computer and web based applications
Qualifications and Education
15+ years of experience
Licensing: Series 7 & 66 (or 63 & 65) & 31
Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Job Family Group
Private Client Coverage
Job Family
Private Banker
Time Type
Full time
Primary Location
AtlantaGeorgia United States
Primary Location Full Time Salary Range
$200,000.00 - $500,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date
Jul 15, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$121k-196k yearly est. 2d ago
Customer Service Representative
Insight Global
Finance service representative job in Marietta, GA
FULLY ONSITE - Marietta, GA 30062 - must have reliable transportation
M-F (8-4pm)
6-month contract to hire
Required Skills & Experience
• Experience with Microsoft Office programs such as MS Project, Word, Excel and PowerPoint.
• At least 1 year of customer service experience
• 1-year related experience preferably within a transportation/logistics/supply chain/warehouse environment
• Strong customer service skills and the ability to satisfactorily resolve issues
• Solid ability to multitask with exceptional organizational skills
• Ability to thrive under pressure while delivering solutions that exceed customer expectations
Job Description:
As a Customer ServiceRepresentative, you will ensure that we deliver on our promise of outstanding service. You'll work with customers, business partners and drivers to make sure we are meeting our commitments and delighting our customers at every step of the experience
Day to Day:
• Assist customers and business partners via telephone and email
• Handle customer complaints in a calm, professional manner
• Diagnose, assess, and resolve problems or issues
• Monitor progress of delivery routes
• Scan haul-away pods and verify stamps
• Process changes or cancellations to delivery orders
Compensation:
$19.50/hr.
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
$19.5 hourly 5d ago
Inbound Customer Service Representative (Financial)
VXI Global Solutions LLC 4.2
Finance service representative job in Morrow, GA
It's fun to work in a company where people truly BELIEVE in what they are doing! We're committed to bringing passion and customer focus to the business. VXI is looking for highly motivated and qualified Customer ServiceRepresentatives * to work full-time on-site in our world-class contact center in Morrow, GA *.
As a Customer ServiceRepresentative, you will be responsible for providing excellent customer service and support to our client's cardholders who are calling in for support with their pre-paid cards or with inquiries related to fraudulent activities and suspicious transactions involving their credit cards. You will handle inbound customer inquiries, resolve issues, and assist customers with card-related matters. You will also play a critical role in mitigating fraud risks by identifying and investigating potential fraudulent incidents, providing support to affected cardholders, and taking appropriate actions to protect their accounts and personal information. You will be a crucial link between our client and their customers, ensuring a positive and seamless cardholder experience.
* Key Responsibilities: *
* Customer Support: Handle inbound calls from cardholders and address their inquiries, concerns, and issues promptly and professionally. Provide accurate information about card features, usage, and benefits.
* Problem Resolution: Troubleshoot and resolve customer issues related to card activation, balance inquiries, transaction disputes, lost or stolen cards, PIN resets, and other card-related matters. Utilize available resources and systems to efficiently resolve problems
* Fraud Investigation: Receive and process inbound calls from cardholders who report suspicious transactions, unauthorized charges, or potential fraud on their accounts. Conduct thorough investigations to determine the legitimacy of these claims
* Transaction Verification: Utilize available tools and resources to verify the authenticity of suspicious transactions, identifying potential patterns of fraudulent activity.
* Account Maintenance: Assist customers with updating their account information, verifying identity, and ensuring compliance with security and regulatory requirements
* Promote Additional Services: Educate customers about additional services, promotions, and rewards associated with their pre-paid cards, with the aim of increasing customer satisfaction and loyalty.
* Fraud Prevention Education: Educate cardholders on best practices for protecting their accounts, recognizing common fraud schemes, and utilizing security features to ensure a safe card usage experience.
* Compliance: Ensure adherence to company policies, procedures, and industry regulations to safeguard customer information and maintain data privacy.
* Documentation: Maintain accurate and detailed records of all customer interactions, inquiries, and resolutions in the call center database or CRM system.
* Operating hours *
* Monday-Sunday from 7 am-12am EST
**** You must be available to work anytime during center operating hours including Saturdays, Sundays and holidays ****
* Training *
* Monday-Sunday from 7am-12am EST
**** You must be available to attend 100% of your training, no time can be missed ****
* What You Bring *
* High school diploma or equivalent; further education or relevant certifications are a plus.
* Proven experience in a call center or customer service environment, fraud detection, risk management, or financialservices.
* Excellent communication skills, both verbal and written, with the ability to convey complex information clearly and concisely.
* Strong analytical skills with the ability to detect and investigate suspicious patterns and transactions.
* Empathetic and patient approach when dealing with customer inquiries and concerns.
* Strong problem-solving skills and the ability to think on your feet to resolve customer issues effectively.
* Familiarity with the payment industry, prepaid cards, or financialservices is advantageous but not required.
* Ability to work in a fast-paced environment and handle a high volume of customer interactions while maintaining composure and professionalism.
* Basic computer literacy and proficiency in using customer service software and systems.
* Flexibility in working shifts, as call centers often operate 24/7.
* What you will get *
* Full Health Insurance (Medical, Dental, & Vision)
* Fun Work Environment
* Abundant Advancement Opportunities Equal Opportunity Employer: disability/veteran
* Cell phone benefits for employees - $25/month per line for unlimited phone, text and data. **Restriction may apply
* Referral for Life Program ™- The referee receives a residual bonus every pay period
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
$23k-29k yearly est. 4d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Finance service representative job in Atlanta, GA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$80k-148k yearly est. Easy Apply 60d+ ago
Operations Services Associate (9am-5pm)
Essendant 4.7
Finance service representative job in Suwanee, GA
Administrative Operations Support Associate Schedule * Monday through Friday 9 AM-5 PM Major Responsibilities: * Performs clerical duties to help distribution center run smoothly and efficiently. * Preparing, organizing and storing information in paper and digital form.
* Responds to incoming customer service calls regarding transportation or operational issues. Coordinates with Customer Care, Operations and the customer to answer questions concerning orders, delivery, and other issues.
* Answers incoming calls to the facility and greets visitors as required.
* Performs other duties as assigned.
Skills/Knowledge Required:
* Microsoft Office knowledge (Outlook & Excel is preferred)
* Ability to leverage appropriate technology in an effective manner to perform job responsibilities (i.e., computer, scanner, software, etc.).
* Ability to provide both written and verbal communication effectively.
* Strong time-management skills are punctual, meet deadlines, readjust priorities when unforeseen issues arise and plan days for productivity.
Benefits:
* Health Benefits (medical, dental, vision) & Paid Parental Leave
* Generous PTO
* 7 Paid Company Holidays + 4 Floating Holidays
* 401k with company match
* Paid Weekly
* Overtime paid after 8 hours
Hourly Range: $17.50-$20.00
ABOUT ESSENDANT
Essendant drives to be inclusive and celebrates diversity by starting with our associates. We are an Equal Employment Opportunity employer that is committed to building a diverse and inclusive environment. We strongly encourage candidates to apply for opportunities, even if you do not believe you meet every one of the qualifications described. At Essendant we are building an elevated community by creating a safe and supportive work environment. We prohibit discrimination and harassment of any kind, including or based on age, race, color, disability, ancestry, religion, sex, gender identity or expression, sexual orientation, pregnancy, marital status, national origin, protected veteran status, or any other characteristic protected by federal, state, or local laws. People are what drives our company. We are one team with endless possibilities. We are Essendant.
$17.5-20 hourly 9d ago
Lumber Trader
Jm Hunter Group 4.0
Finance service representative job in Atlanta, GA
We are seeking a dynamic and self-motivated Lumber Trader to join our team. The ideal candidate will be passionate about sales, possess excellent communication skills, and thrive in a fast-paced environment. As a Lumber Trader, you will play a crucial role in sourcing and trading lumber products, with a primary focus on cold calling and fostering relationships with manufacturers across various industries.
**Responsibilities:**
- Prospect and cold call potential clients to introduce our lumber products and services.
- Develop and maintain strong relationships with manufacturers, suppliers, and other stakeholders in the lumber industry.
- Collaborate with the sales team to identify and pursue new business opportunities within targeted industries.
- Negotiate pricing, terms, and contracts with clients to ensure mutually beneficial agreements.
- Stay informed about market trends, pricing, and competitor activities to make informed business decisions.
- Provide excellent customer service and support to clients throughout the sales process and beyond.
- Prepare and present sales proposals, reports, and forecasts to management as required.
**Requirements:**
- Bachelors degree in Business Administration, Marketing, or related field (preferred).
- Proven track record of success in sales, preferably in the lumber or building materials industry.
- Strong cold calling skills with the ability to prospect and generate leads independently.
- Excellent communication and negotiation skills, with the ability to build rapport and trust with clients.
- Self-motivated with a results-driven attitude and the ability to work effectively both independently and as part of a team.
- Familiarity with lumber products, grades, and specifications is desirable.
- Proficiency in Microsoft Office Suite and CRM software.
- Willingness to travel as needed.
**Benefits:**
- Competitive salary and commission structure.
- Comprehensive benefits package including health, dental, and retirement plans.
- Opportunities for professional development and advancement within the company.
- Dynamic and supportive work environment with a focus on teamwork and collaboration.
Join our team and take your career to the next level as a key player in the exciting world of lumber trading! Apply now to become a part of our growing company.
$78k-133k yearly est. 60d+ ago
Sales & Service Representative
MRC Services Co 4.6
Finance service representative job in Atlanta, GA
MRC Global serves the oil and gas industry across the upstream, midstream and downstream sectors as well as the chemical and gas distribution market sectors worldwide.
Job Purpose
The Sales & ServiceRepresentative is responsible for delivering business-to-business customer service through the order process of pipe, valves, and fitting products (PVF). The Sales & ServiceRepresentative creates, enters quotes, processes customer orders, and resolves customer issues. The Sales & ServiceRepresentative plays a critical role in maximizing value for customers while driving MRC Global strategies for safety, gross margin growth, and financial/operational performance.
Key Duties & Responsibilities
Individual must be able to perform the essential duties with or without reasonable accommodation.
Respond to customer requests for quotes by sourcing products from the Company's existing inventory or purchasing them externally.
Build quotes that simultaneously create value for the customer and profitability for MRC Global.
Identify and actively pursue sales opportunities to contribute to overall sales growth.
Ability to proactively engage with customers and utilize product knowledge to make recommendations and offer add-on solutions that maximize customer delight and drive sales growth.
Utilize MRC Global systems/software to create quotes, locate available products/materials, process customers' orders, create vendor purchase orders (PO), and perform other tasks related to customer needs.
Adhere to customer contract requirements related to pricing/non-contract pricing, freight, delivery schedules, and KPIs.
Verify the on-time shipping/delivery status of pending inbound and outbound shipments.
Communicate status proactively with the customer and adjust product sourcing efforts if needed.
Proactively respond to customers' needs and concerns with options by using a problem-solving approach.
Validate that products specified in customers' quote requests are permitted per their respective approved manufacturer's list (AML) or other customer-provided specifications.
Reference customer processing guides and other tools/resources to maintain familiarity with customer preferences/processes.
Consult with a manager, other MRC Global departments, and suppliers as necessary to create the best possible customer experience.
Service next-level customer needs, including orders involving externally sourced labor, return material authorizations (RMA), purchase order changes, and orders involving special invoicing needs.
Communicate responsively and professionally with customers, suppliers, and coworkers to execute all main steps of the order process.
Required Experience
One (1) or more years' experience in a dedicated customer-facing role, inside sales, and/or warehouse services.
OR recent completion of post-secondary education to include any of the following: Technical/Trade School, associate degree, bachelor's degree, preferably with studies in industrial or sales.
Skills & Abilities
Competent in the use of computers and software applications.
Ability to communicate and promote ideas and transfer detailed knowledge to others.
Ability to effectively present information in one-on-one and small group situations.
Attention to detail and work with a sense of urgency.
Working Conditions
Frequent driving/traveling.
Able to interact with others frequently.
Most work is performed at a desk or in front of a computer.
Able to sit/stand for long periods of time.
For additional position-specific details regarding the physical and mental demands and working conditions, contact Human Resources.
Reasonable accommodation may be made to enable individuals to perform essential functions.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.
California Employee Data Collection Notice
$28k-34k yearly est. Auto-Apply 11d ago
Trader
Vident Asset Management
Finance service representative job in Alpharetta, GA
We are seeking an experienced and high-integrity Trader to join Vident Asset Management (Vident). As a Trader,
you will play a crucial role in executing investment transactions and supporting portfolio managers in achieving
their investment objectives. Vident manages portfolios across asset classes, but expertise in trading derivatives,
including options, will be preferred. You will collaborate with various stakeholders to ensure smooth operations,
monitor market trends, and identify opportunities for optimizing trading processes. Your responsibilities will
include trade monitoring, engagement with ETF market makers, producing reports, mitigating trade risk,
supporting new business initiatives, and addressing any assigned tasks by your manager. With your expertise in
trading and market analysis, you will contribute to the overall success of the investment team.
Qualifications:
Comprehensive knowledge of trading and how that relates to portfolio management and investment
operations, with 4 or more years of practical experience
Experience with domestic and international trade settlement and reconciliation processes
Experience trading or managing portfolios with options
Excellent Excel knowledge and strong programming skills, including Python
Ability to multi-task and prioritize while producing high-quality work in a fast-paced environment
Keen attention to detail
Ability to discreetly handle confidential data
Strong organizational skills and proactive planning, with an ability to respond to urgent requests
Bachelor's Degree in Finance or related field
Registered Investment Advisor and ETF experience
Familiarity with Bloomberg, AIM, Orion or other portfolio management systems
What we offer:
PTO plus 10 paid holidays
Flexible Working Benefits
Daily Paid Lunch for Onsite Employees
Onsite Gym Discount
Medical, Dental, Vision
EAP and Telehealth with Mental Health Support
Short and Long Term Disability
SIMPLE IRA with up to 3% Match
$67k-115k yearly est. 60d+ ago
Banker Associate-Middle Market Banking-Associate
JPMC
Finance service representative job in Atlanta, GA
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
$48k-101k yearly est. Auto-Apply 60d+ ago
Financial Representative
Country Financial 4.4
Finance service representative job in Atlanta, GA
COUNTRY Financial offers a terrific career opportunity in sales with a dynamic and growing company. We understand the importance of a job that fits you. Take a moment to consider these questions:
Do you enjoy helping people?
Want to help protect others from life's risks?
Take pride in building lasting relationships?
Want to work hard to build a successful business?
Want to be in control of your own income?
$34k-45k yearly est. 60d+ ago
Part Time Associate Banker Georgia Central East (30 Hours)
Jpmorgan Chase 4.8
Finance service representative job in Atlanta, GA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$25k-54k yearly est. 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Kaitlin Ponce-State Farm Agent
Finance service representative job in Atlanta, GA
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Opportunity for advancement
Training & development
Securities Licensed Sales Team Member
Location: In Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.
Financial Advisor Meaningful Career, Not Just a Job!
Join a passionate team where your financial expertise makes a real difference.
At Kaitlin Ponce's State Farm Agency we offer a unique model with a base salary, an existing book of clients, and world-class investment productsso you can focus on what you do best: helping people achieve financial confidence.
What We Offer:
Base salary plus uncapped commission earning potential
Access to existing State Farm customer households
Wealth Academy Training and professional mentorship
Investment options through American Funds and BlackRock
What Youll Do:
Provide comprehensive financial advice and planning to clients
Build lasting relationships through proactive communication and trust
Partner with an experienced career agent to grow your business
Demonstrate sound judgment, market knowledge, and client-first integrity
What Youll Bring/Job Requirements:
6, 63, and 65 Licenses
2+ years of financialservices experience
Proven relationship-building and advisory skills
Bachelors degree preferred
Join a team where your skills are valued, your growth is supported, and your work truly matters.
**Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g., H-1B visa) for this opportunity**
$28k-42k yearly est. 25d ago
Financial Representative
Hypelink
Finance service representative job in Atlanta, GA
About the Career
Modern Woodmen Fraternal Financial and MWA FinancialServices. A Great Place to Work-Certified Region. As a fraternal benefit society, we have no stockholders. Were owned and operated by and for the benefit of our members. We specialize in retirement planning, investments, and life insurance. Creating written financial plans for financial protection, retirement planning, retirement distribution, estate planning, business planning, and employee benefits.
Our financialrepresentatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their members but their communities too.
FinanceFinancial Advisor
Business
Insurance
Sales
What Modern Woodmen offers
Beyond a hands-on training program and a flexible schedule, there's more! Your amazing full-time benefits package includes:
Company-paid retirement plan
Matching 401(k) Plan
Medical, Dental, and Prescription drug Insurance. We pay 100% of employee health insurance premiums and 50% of employee dependents premiums.
Group Term Life Insurance
Voluntary benefits: Vision, Flexible Savings Accounts, Accident Insurance
Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver, Hawaii, and Switzerland await you. And finally, you're joining an organization on a mission to provide you with the best technology in our industry.
What we need:
Is honest and has integrity
Community-oriented
Ability to communicate and network effectively with different audiences
Target driven mindset
Wants to grow themselves by helping others
Wants to build a business for themselves, not by themselves
Is looking for continuous self-improvement
Modern Woodmen is an equal opportunity employer. We strive to maintain a culture of respect and are committed to diversity and inclusion for all employees
.
$30k-54k yearly est. 60d+ ago
Inside Sales & Customer Service Rep
Fastsigns 4.1
Finance service representative job in Sandy Springs, GA
Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry.
As a FASTSIGNS of Sandy Springs Inside Sales & Customer ServiceRepresentative, you will be the initial contact with current and prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients.
The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized.
FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS of Sandy Springs will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service.
Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, customer relationship management skills, ability to document and keep yourself organized are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders, in additional to learning about the world of sign making. You will be involved in team meetings, assist in executing business and marketing plan initiatives, and be closely involved in the success of our Center.
This position will serve as a feeder to our Outside Sales position. Outside Sales plays a critical role in the success of our business. This position is ideal for candidates who are interested in an Outside Sales position but who, given the current external environment, is more comfortable at this time taking on an Inside Sales role, which will allow you to learn the business, prior to taking on more significant outside sales projects/responsibilities. Outside sales responsibilities will include moving about our sales territory making contact with sales prospects and current customers in person at job sites, offices, etc., and creating new sales opportunities.
We are not looking for just anyone to fill this position, we are looking for someone who believes they are the best! We don't consider this position as entry-level: we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person?
NO PHONE CALLS OR EMAILS PLEASE
Compensation: $15.00 - $20.00 per hour
$15-20 hourly 60d+ ago
Multi Asset Execution Trader
Brevan Howard U.S. Investment Management
Finance service representative job in Jersey, GA
MAIN DUTIES/RESPONSIBILITIES OF THE ROLE: Main features of the role are: * Oversee and ensure the timely execution of cryptocurrency trades on a spot & derivatives basis * Ability to research, build, and implement cryptocurrency trading strategies * Strong understanding of market reading and current sentiment, ability to dynamically adjust to market trading activity
* Keep abreast of all relevant research and distribute within the Digital Central Execution team in a time efficient
* Provide feedback daily to Team Head on current activity and relevant internal operational stakeholders
* Working together with operations and front office teams to ensure a seamless execution experience is delivered to the firm
* Contribute to the Risk Management framework
* Understand and apply knowledge of the exchanges' rules & regulations and market structures in which we engage
* Identify and notify team member on market opportunities both independently and within the trading team
* Develop and maintain good business relationships with counterparties such as Exchanges, OTC counterparties and LP's
The book of work will vary over time in accordance with the needs of the Head of Central and Management Execution.
SPECIAL CIRCUMSTANCES (e. g. shifts, travel overseas, hours):
* Market Coverage will be 7.00am to 11pm split within the team, with other such hours as are necessary to fulfil the role.
* Flexibility required as hours may vary depending on the business need linked to the market, including being on call during evenings and weekends as required.
WORK EXPERIENCE/BACKGROUND:
Essential
* At least 5 years' experience in finance or digital asset market
* Experience with trading crypto across spot and derivative products
* Strong interest in crypto/digital asset classes, preferably with experience of operational aspects and intricacies
* Good attitude and proactive
* Ability and willingness to build relationships internally and externally
Desirable
* Experience working at a established crypto trading firm
* Traditional asset execution experience
TECHNICAL/BUSINESS SKILLS & KNOWLEDGE:
Essential
* Using OMS systems, particularly related to crypto trading
* Experience and understanding of trading systems and trade lifecycle
* Using MS Excel
* Bloomberg
Desirable
* Coding experience in python
* Working knowledge of using APIs to query data, or utilize APIs to execute trades using proprietary trading algos.
OTHER ESSENTIAL REQUIREMENTS:
* Superior interpersonal skills and the ability to positively influence outcomes
* Detail-oriented with the ability to make quick and accurate decisions in a fast-paced environment
* Motivation to succeed and deliver results in line with expectations
* Self-starter, able to identify and resolve issues within the business
* Ability to work under pressure with strong attention to detail
* Effective communicator with strong emotional intelligence
* Superior organisational skills with the ability to manage tasks effectively
* Ability to understand challenging problems, find solutions and drive process improvement
* Diverse trading background over a broad asset base
$67k-115k yearly est. 46d ago
Student Finance Representative
Stratatech Education Group 4.0
Finance service representative job in Atlanta, GA
Student FinanceRepresentative - Help Students Fund Their Future
Are you passionate about helping people take the first step toward a better life? As a Student FinanceRepresentative, you'll be the guide who helps students understand their financial aid options and start their journey in skilled trades education.
What You'll Do:
Interview and advise students and families on financial aid programs
Walk applicants through FAFSA, aid applications, and eligibility
Review and award aid in compliance with federal, state, and school policies
Provide friendly, knowledgeable support in person, by phone, and online
Stay up to date on regulations and partner closely with Admissions
Deliver top-notch service and be a key part of each student's success story
Attend and celebrate student achievements at graduation ceremonies
What You Need:
Associate degree preferred
2+ years in financial aid, customer service, or a related field
Strong communication, organization, and people skills
A positive attitude and a passion for student success
Why You'll Love It:
Medical, dental, vision (free options available)
12 paid holidays + your birthday off
PTO, 401(k) match, tuition reimbursement
Headspace, wellness programs, pet insurance, and more
Our Core Values:
We are Challenging and Fun, Creating an Incredible Work Environment, full of Genuine People, and always a Force For Good.
If you're ready to change lives while building a rewarding career, apply now and start making an impact.
Interested? Apply now!
$30k-44k yearly est. 60d+ ago
Customer Service Representative
Amerivet 3.6
Finance service representative job in Gainesville, GA
About us:
At AmeriVet, we believe that thriving teams build thriving communities. When you join us, you're stepping into a career with a mission and purpose - and not just a job. Whether you're in a hospital or part of our Support Center, your work helps deliver essential high-quality care for the pets and families who count on us.
As a veterinary professional at AmeriVet, you can expect the freedom to do your best work with the tools and resources to support your career growth. Plus, you'll have a full network of support-from local team leaders, veterinary experts, and a dedicated Support Center that's here to help.
Your voice matters here. Your work has a purpose, and we're here to help you grow in a way that feels meaningful for you, your team, and the pets and clients in the community around you.
Job Summary:
As our clients' first and last point of contact, the Client ServiceRepresentative (CSR) is vital in consistently delivering an exceptional client experience. To provide an exceptional experience, a CSR manages appointments, answers calls, processes patient information, and ensures seamless communication between clients and our medical team. Through our tech systems, you'll help streamline processes, enhance client access to care, and create a welcoming environment for pets and their owners.
Key Responsibilities:
Client Communication & Scheduling:
· Answer calls and emails promptly with professional, friendly service
· Schedule appointments based on client needs and veterinarian availability, including forward booking
· Use technology to send appointment reminders, confirmations, and follow-up messages to keep clients informed and their pets' care on track
· Make outbound calls to re-engage lapsed clients and encourage them to schedule appointments
Client Relations & Service:
· Greet clients warmly and ensure a positive experience throughout their visit
· Use active listening to gather important medical information and triage inquiries, directing more complex questions to the medical team
· Demonstrate empathy in all interactions, especially when dealing with upset or emotional clients, while maintaining a calm and professional demeanor
· Promote current promotions and campaigns, keeping clients informed about special offers, services, and initiatives
Managing Patient Information & Technology:
· Update client and patient records in our practice management system with accuracy and efficiency
· Process billing transactions, including credit card payments, digital payments, financing options, and insurance claims
· Maintain organized records of client communications and appointments to streamline operations
Support the Medical Team & Practice Operations
· Provide clients with accurate post-visit instructions, including medication schedules and follow-up care
· Help maintain a clean, organized reception area and assist with daily practice operations as needed
· Inform clients about the services offered, preventive care options, and how they can conveniently book appointments online or shop for pet products through our online store
Qualifications:
· High school diploma or equivalent work experience required
· Excellent communication skills and a strong desire to provide compassionate, client-focused service
· Prior customer service experience, preferably in a veterinary or healthcare setting
· Basic proficiency with technology, including scheduling software and online communication platforms
· Strong organizational skills and the ability to handle multiple tasks efficiently, even during busy periods.
Working Conditions:
· Full-time position with the possibility of evening and/or weekend hours based on the client and patient needs of the practice.
· Must be able to work in a fast-paced, dynamic environment.
· Occasional lifting up to 40 pounds independently and physical tasks may be required
At AmeriVet, we're committed to your growth, development, well-being, and success. We empower team members with the resources, support, and opportunities needed to thrive in their careers and make a lasting impact in our communities.
Here's what you can expect when you join our team:
Tailored development programs, mentorship, and career pathing to help you achieve your unique goals.
Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being.
Health, dental, vision, life insurance, and mental health resources to support your overall well-being.
Generous paid time off and holidays, because your personal time matters.
A supportive, collaborative environment where everyone feels a sense of belonging.
Please note: Any Benefits listed above apply to full-time employees.
At AmeriVet, your unique skills and passion are celebrated, and every team member has the tools to thrive. Our people-focused approach is centered on helping you grow in your career while making a meaningful impact on the communities we serve.
$25k-33k yearly est. Auto-Apply 60d+ ago
Remarketing Specialist - Careers At Stellantis Financial Services
First Investors Financial Services 4.1
Finance service representative job in Atlanta, GA
Stellantis
FinancialServices
SFS
is
the
new
captive
finance
company
for
one
of
the
worlds
leading
automakers
and
a
mobility
provider
with
iconic
brands
including
Abarth
Alfa
Romeo
Chrysler
Citron
Dodge
DS
Automobiles
Fiat
Jeep
Lancia
Maserati
Opel
Peugeot
Ram
Vauxhall
Free2move
and
Leasys
Our
exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years Join our world class team and culture and contribute to our core mission which is enhancing our customers experience Position Summary The Remarketing Specialist is responsible for overseeing the remarketing of Stellantis FinancialServices retail and lease vehicles and Stellantis owned vehicles at auctions across the US The position requires the management of SFS inventory from the time of receipt at auction to the time of final sale The Remarketing Specialist will determine and execute best practices to achieve optimal net sale proceeds manage expenses and ensure efficient cycle time Essential Duties and Responsibilities Represent SFS at both open and closed auctions virtual or in person to execute sales strategies make real time sales decisions and oversee pre and post sale processes Build and maintain strong relationships with auctions dealers industry vendors and the OEMMaximize vehicle values by managing age mix repairs and expenses ensuring alignment with SFS standards Ensure adherence to SFS programs and guidelines including inspections recommendations and approvals Analyze market trends conduct performance evaluations evaluate processes and provide strategic recommendations Travel within assigned territory and support all auction locations as needed to maintain operational efficiency and consistency Contribute to the improvement of Remarketing policies procedures and processes related to repossessions off lease buybacks rentals and Company vehicles Ensure all activities align with corporate goals and comply with internal policies and federalstate regulations while identifying key industry drivers and developing strategies to mitigate negative impacts Other duties as assigned Qualifications and Competencies Required To perform this job successfully an individual must be able to perform each essential duty satisfactorily The requirements listed below are representative of the knowledge skill andor ability required Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Required Experience Minimum 5 five years experience in developing a strategic vision in high volume Remarketing venues Education High school diploma or GED Skills Required Excellent verbal and written communication and interpersonal skills Excellent sales and customer service skills Excellent organizational and attention to detail skills Excellent time management skills Strong analytical and problem solving capabilities Ability to prioritize tasks and meet deadlines Ability to function well in a high paced environment Proficient with Microsoft Office Suite or related software applications Strong knowledge of the captive finance and auction industry Overtime required required on an as needed basis Travel 0 10 as required on an as needed basis Must have reliable transportation and live within a commutable distance to one of the following cities AtlantaGA Chicago IL or Kansas City MO Qualifications Preferred Bachelors or four year college degree is preferred Experience in a captivefleet environment liquidating large volumes of lease vehicles is highly preferred Certified Automotive Remarketer CAR certification is a plus Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions While performing the duties of this Job the employee is regularly required to sit; use hands to finger handle or feel; reach with hands and arms and talk or hear The employee is occasionally required to stand; walk and stoop kneel crouch or crawl The employee must occasionally lift andor move up to 10 pounds Specific vision abilities required by this job include close vision Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions The noise level in the work environment is usually moderate Work Schedule This position requires the ability to work various shifts to accommodate business needs Typically between the hours of 8AM 5PM Monday through Friday and on weekends as needed Travel is required 10 50 of the time Stellantis FinancialServices Inc SFS is an equal opportunity employer and is committed to providing its employees an environment that is free of harassment discrimination and intimidation It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race color religion sex age national origin disability pregnancy sexual orientation veteran status gender identity or expression change of sex andor transgender status or any protected status Candidates must possess authorization to work in the United States This policy applies to recruitment and placement promotion training transfer retention rate of pay and all other terms and conditions of employment Employment and promotion decisions will be based solely on merit ability achievement experience conduct and other legitimate business reasons
$26k-49k yearly est. 34d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Atlanta, GA?
The average finance service representative in Atlanta, GA earns between $23,000 and $50,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Atlanta, GA
$34,000
What are the biggest employers of Finance Service Representatives in Atlanta, GA?
The biggest employers of Finance Service Representatives in Atlanta, GA are: