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  • Citi Private Bank - UHNW Private Banker - Director / MD

    Citigroup Inc. 4.6company rating

    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 financial services 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 Atlanta Georgia 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. #J-18808-Ljbffr
    $121k-196k yearly est. 5d ago
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  • 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 Service Representative, 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 3d ago
  • Customer Service Representative

    CRG 4.7company rating

    Finance service representative job in Marietta, GA

    Duration: 26 Weeks, contract to hire Shift Details: Monday - Friday: 8:00 a.m.-5:00 p.m. *Saturday Flexibility if needed. Pay Rate: $17.50/hr JOB DESCRIPTION As a Customer Service Representative, 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 delight our customers at every step of the experience. In this role, you'll be supported by a passionate team motivated by fast-paced innovation and the desire to deliver for customers. We're a company where you can continually advance your career, no matter what your background - the opportunities are endless and yours for the taking. If you're driven and looking for a place to grow, come join us. RESPONSIBILITIES • 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 QUALIFICATIONS At a minimum, you'll need: • Experience with Microsoft Office programs such as MS Project, Word, Excel and PowerPoint. It'd be great if you also have: • High school diploma or equivalent • 1-year related experience preferably within a call center 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 JN003
    $17.5 hourly 1d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    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 4.7company rating

    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 8d ago
  • Lumber Trader

    Jm Hunter Group 4.0company rating

    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
  • Financial Services Representative

    Forsyth County, Ga 4.2company rating

    Finance service representative job in Cumming, GA

    Information The purpose of this classification is to provide financial support and conduct accounting/financial activities within the county's Finance Department involving budget preparation, financial analysis, financial transactions, maintenance of records, and other financial activities. This classification is distinguished from the Accountant series in that the primary focus and emphasis is on full service financial support for county departments as assigned and heavier involvement with intermediate financial management functions. This is an intermediate professional classification in the Finance Department responsible for direct support of financial decisions and management for assigned county departments; work involves serving all assigned county departmental financial needs, processing all financial transactions, evaluating operational or performance measures against standards, and making recommendations to assist management in making financial decisions. This position is the key contact between the Finance Department and assigned departments. Essential Functions The following duties are normal for this position. The omission of specific statements of the duties does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification. Other duties may be required and assigned. Provides financial services and support for assigned County departments and officials; makes recommendations to assist management in making financial decisions; provides financial assistance and support to County staff members as needed; and reviews financial transactions. Monitors revenues, expenditures, budget status, and encumbrance status with the assigned departments; explains policies and procedures; and explains budget situations. Develops and maintains effective working relationships with all assigned departments as the county's Finance Department representative to each department for all financial needs and issues. Works closely with the departments as their advocate for resolving any financial service problems; processes concerns; assists with complex/problem situations; consults with assigned departments' finance staff, and provides technical expertise. Processes a variety of transactions associated with assigned county department operations, within designated timeframes and per established procedures; handling invoices, receipts, and inventories, including fixed assets. Processes documentation relating to accounts payable functions; reviews invoices for accuracy, matches with related documentation, and researches discrepancies; codes invoices for assignment to proper budget accounts; enters invoice data into computer; maintains files/records; communicates with vendors to research problems or discrepancies. Processes documentation relating to accounts receivable functions; enters, prints, and mails accounts receivable invoices and statements; posts into computer cash receipts from accounts receivable, or other sources; initiates communications to collect payment on delinquent accounts or returned checks. Maintains computer records of County fixed assets; enters additions, deletions, or changes to fixed asset database; prepares journal entries in general ledger for fixed assets as needed. Assists in interpreting, applying, and ensuring compliance with all applicable codes, laws, rules, regulations, standards, policies and procedures; initiates any actions necessary to correct deviations or violations. Conducts research of department files, account records, hardcopy materials, Internet sites, or other sources as needed. Assists auditors in conducting annual/periodic audits; obtains information, retrieves records, prepares reports, and provides other assistance as needed for auditors; reviews audit reports for implementation of recommendations. Conducts or assists with special projects as assigned. Receives various forms, reports, correspondence, annual budget documents, budget reports, meeting agendas, audit reports, accounting guidelines, policies, procedures, manuals, directories, reference materials, or other documentation; reviews, completes, processes, forwards or retains as appropriate. Operates a computer to enter, retrieve, review or modify data; verifies accuracy of entered data and makes corrections; utilizes word processing, spreadsheet, database, financial, e-mail, Internet, or other computer programs; performs basic maintenance of computer system and office equipment, such as backing up data or replacing paper, ink, or toner. Assists in maintaining inventory records of county departments' equipment, other fixed assets, and supplies inventory. Maintains files/records; prepares and sets up files; reviews, sorts and organizes documents to be filed; files documents in designated order; retrieves/replaces files; disposes of obsolete documentation. Communicates with supervisor, County officials, employees, other departments, the public, state/federal agencies, outside agencies, the media, and other individuals as needed to coordinate work activities, review status of work, exchange information, resolve problems, or give/receive advice/direction. Attends meetings, participates on committees, and makes presentations as needed. Maintains a comprehensive, current knowledge of applicable laws, regulations, standards, and guidelines; maintains an awareness of new trends and advances in the profession; reads professional literature; maintains professional affiliations; attends seminars, workshops, and training sessions as appropriate. ADDITIONAL FUNCTIONS Performs general/clerical tasks, which may include answering telephone calls, making copies, sending/receiving faxes, filing documentation, or processing incoming/outgoing mail. Provides assistance to other employees or departments as needed. Performs other related duties as required. Minimum Qualifications Bachelor's degree from an accredited college or university in Accounting, Finance, Business/Public Administration, or closely related field; supplemented by three (3) years previous experience and/or training that includes municipal budget development, governmental accounting, financial analysis, general accounting, and personal computer operations; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job. BENEFITS PROVIDED BY FORSYTH COUNTY TO FULL-TIME EMPLOYEES: Personal Leave Accrual Personal leave shall be accrued as follows: 0 - 4 Years - 20 days per year - 6.16 hours per pay period 5 - 14 Years - 25 days per year - 7.70 hours per pay period 15+Years - 30 days per year - 9.24 hours per pay period Observed Holidays New Year's Day, Martin Luther King Day, Memorial Day, Independence Day, Labor Day, Veteran's Day, Thanksgiving (2), and Christmas (2). Medical Insurance The Forsyth County Board of Commissioners offers employees a choice of two medical plans offered by Aetna and a plan offered by Kaiser Permanente. * Aetna Choice POS II - $2000 Individual Deductible (Basic Plan) * Aetna Choice POS II - $1000 Individual Deductible (Plus Plan) * Kaiser Permanente HMO- $0 Individual Deductible Dental Insurance The Forsyth County Board of Commissioners offers two dental plans from Delta Dental: * Base $1,000 Plan * Buy-Up $1,500 Plan Vision Insurance The vision plan offered by Forsyth County Board of Commissioners is administered by Aetna and will offer office visit copays for exams, as well as copays for lenses, frames, and contacts. Basic Life & AD&D Insurance The Forsyth County Board of Commissioners recognizes the importance of basic life insurance for all of its employees. The Board provides term life insurance and accidental death and dismemberment (AD&D) protection for each full-time employee. This is a County-paid benefit. Disability Insurance - Short Term and Long Term 100% paid by Forsyth County. Eligibility begins date of hire. Short Term Disability - 60% of weekly earnings to a maximum of $1,000.00 a week. Eligibility begins 14 days after an accident or sickness and has a benefit period of 24 weeks. Long Term Disability - 60% of monthly earnings to a maximum of $5,000.00 a month. Eligibility begins at 26 weeks to coordinate with the end of Short Term benefits and continues 24 months (Own Occupation). Additional Life Insurance and AD&D Rates vary based on amount of coverage selected. Additional life insurance may be purchased for employee, spouse, and children. Retirement Plan (401K) Fully vested at five years of employment - 20% graduated vesting annually. Eligible to begin contributions immediately upon hire. Six Months through One Year of County Service Forsyth County matches your contributions, dollar for dollar, up to 5% of your pay. That's a 100% return on the first 5% of pay you save. Years One through Five Forsyth County "seeds" your account with 5% of your pay each year, and matches 100% of what you contribute, up to 5% of your pay. Years 5 through 10 The County continues its automatic "seed" contribution of 5% of pay, matches up to the first 5% of pay that you contribute, then adds a 50% match up to the next 5%. After 10 Years of Service You continue to receive a 100% County match on the first 5% of pay you contribute, and 50% on the next 5% of pay you save. But now, the automatic contribution the County makes to "seed" your account each year increases to 7.5% of your pay. 01 Do you have a Bachelor's degree from an accredited college or university in Accounting, Finance, Business/Public Administration, or closely related field? * Yes * No 02 Do you have at least three (3) years previous experience and/or training that includes municipal budget development, governmental accounting, financial analysis, general accounting, and personal computer operations? * Yes * No Required Question Employer Forsyth County Address 110 East Main Street Suite 230 Cumming, Georgia, 30040 Phone ************** Website ****************************************************
    $5k monthly 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
  • Inside Sales & Customer Service Rep

    Fastsigns 4.1company rating

    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 Service Representative, 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 At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
    $15-20 hourly Auto-Apply 60d+ ago
  • Part Time (30 Hours) Associate Banker, Riverstone Plaza Branch, Canton, GA, Bilingual Spanish Required

    JPMC

    Finance service representative job in Canton, 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. Reading and speaking in both English and Spanish fluently is required for this role Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $47k-100k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative (Hybrid -Marietta, Georgia)

    Can Capital 4.3company rating

    Finance service representative job in Marietta, GA

    CAN Capital is seeking a highly skilled problem solver, with a keen eye for detail, who is passionate about providing world\-class customer care to small business customers in a friendly and courteous manner. The Customer Service Representative will provide information to customers in response to inquiries about products and services along with explaining how to use account features and solve customer portal problems. The customer service representative will receive, document, and resolve customer complaints while building customer loyalty. This is a hybrid position that requires office presence in Marietta, GA two days per week. Responsibilities: Professionally handle incoming requests from customers and ensuring that the customers are attended to promptly and all their challenges are resolved without delay, via phone and email. Listen and respond to customers' needs and concerns with empathy, building rapport and creating a strong bond and relationship with the customer. Thoroughly and efficiently gather customer information, access, and fulfill customer needs, educate the customer where applicable to prevent the need for future contacts and document interactions through contact tracking. Ensure that all policies and procedures, code of conduct and guidelines are strictly complied with. Make every interaction matter in pursuit of resolving customer issues on the first contact, elevating customer satisfaction, and building loyalty. Establish and promote cordial relationships with customers. Maintain a balance between company policy and customer benefit in decision\-making. Escalate customer matters to designated departments for further investigation. Provide translation assistance to other departments as needed. Continuously evaluate and identify opportunities to drive process improvements that positively impact the customer's experience. Process customer requests and account changes according to established department policies and procedures. Maintain records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken, into specified databases. Requirements Qualifications Associate degree or higher is preferred. 2\-4 years of Customer Service experience in financial services industry and\/or Business to Business. Strong communication and listening skills are required. Verbal and written fluency in Spanish is desired Intermediate proficiency with MS Office products: Teams, Outlook, Word and Excel. Salesforce (or other Customer Relationship Management) and Confluence (or similar) software experience is preferred. Ability to use, understand and use digital technology and information effectively is required. Excellent customer service skills: communicating clearly, with empathy, adaptability, positive attitude, self\-control\/ patience, taking responsibility, effective listening, time management, willingness to improve, pro\-active problem solving. Good organization, prioritization and attention to detail. Must possess excellent multi\-tasking skills and be able to function under pressure. Ability to calculate figures and amounts such as discounts, balances, and percentages. Ability to solve practical problems and deal with a variety of subjects in a dynamic environment Demonstrates characteristics such as flexibility, adaptability, responsive to coaching and feedback. Ability to be productive in a hybrid environment. Intellectual curiosity and drive to learn and grow. Continuous improvement mindset (ability to identify and communicate opportunities for improvements to processes). Benefits Ready to love where you work? At CAN Capital, we believe your career should come with more than just a paycheck-it should bring purpose, flexibility, and benefits that truly matter. From a fun, high\-energy culture to day\-one health coverage and a 401(k) with company match, we've built an environment where your growth, health, and engagement come first. ✅ Hybrid work & flexibility ✅ Generous PTO and Holidays ✅ Day\-one health benefits ✅ 401(k) with company match ✅ Comprehensive health and financial protection coverage for you & your family Join us and experience a culture built on energy, collaboration and leadership that values team members. 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    $25k-33k yearly est. 53d 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. 44d ago
  • 2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Atlanta, GA

    JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. **Job responsibilities** + Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. + Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. + Prepare and present a curriculum-based project to an audience of senior stakeholders. **Required qualifications, capabilities, and skills** + Sophomore standing (expected graduation date of December 2027 through Summer 2028) + Attends college/university in the U.S. (all majors considered) in good standing + Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity + Possess a strong interest in developing professional skills for future opportunities in financial services **Preferred qualifications, capabilities, and skills** + Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) **Locations fellows may join:** Atlanta, GA Chicago, IL Houston, TX Los Angeles, CA New York, NY San Francisco, CA You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions. **About Our Track** **Line of Business:** Commercial & Investment Bank (CIB) **Track:** Global Corporate Banking Track (GCB) Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in: + **Comprehensive Learning:** Gain insights into financing, risk management, working capital, and cash management + **Coaching and Guidance:** Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice. + **Global Exposure:** Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries. + **Empowering Growth:** Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation. The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry. **Recommended Course and/or Projects:** + Courses in **Financial and Managerial Accounting** are key for analyzing financial statements and assessing organizational health + **Microeconomics and Macroeconomics** provide insight into market dynamics and economic trends affecting corporate strategy. + Proficiency in **Excel, financial modeling, and ERP systems** is increasingly valuable in banking. **What's next?** Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. **Base Pay/Salary** Chicago,IL $25.00 - $25.00 / hour; New York,NY $26.45 - $26.45 / hour; Los Angeles,CA $26.45 - $26.45 / hour; San Francisco,CA $26.45 - $26.45 / hour
    $26.5-26.5 hourly 60d ago
  • Customer Service Representative - South Cherokee Veterinary Hospital-2

    Amerivet 3.6company rating

    Finance service representative job in Woodstock, GA

    We are looking for a personable and skilled Client Service Representative (CSR) to join our team! As the primary point of contact at our clinic, you will play a crucial role in ensuring every client interaction-whether over the phone or in person-results in a positive and memorable impression. Your ability to create a welcoming environment and deliver exceptional service will be key to our success. CSR Responsibilities: Understands, communicates, and properly prioritizes scheduled appointments, client education, and lobby triage by vaccine, wellness, parasite, and retail needs to ensure an efficient and productive schedule and daily workflow. Operates multiple-line telephone system. Answers incoming calls, places, callers on hold, transfers calls, and pages staff members appropriately. Takes and routes messages for veterinarians and staff members. Empathizes with clients and remains compassionate and well-mannered if a client becomes emotional or discourteous. Remains calm and collected in the face of emergency situations. Ultimately, it is the CSR who creates a good first and last impression on our clients. Accepts payments, makes change, processes credit payments, and other forms of payment while maintaining an accurate cash drawer. Maintains accurate and updated client information and pet records, including obtaining pet medical records from other clinics and providing administrative support (scanning documents, updating records, faxing, emailing, etc.) to keep accurate and reliable client information. Complete all tasks as assigned by the supervisor(s). Qualifications & Requirements: Professional and friendly phone etiquette Available to work weekends and holiday rotations, as needed Ability to properly prioritize and complete tasks simultaneously Ability to problem solve and adapt to multiple situations HS Diploma or educational equivalent Excellent customer service skills Computer efficiency Very detail-oriented Preferred: Experience with Veterinary Electronic Medical Records (Avimark, Cornerstone, etc.) Preferred: One year of customer service representative experience Preferred: Knowledge of veterinary medical terminology and procedures 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 47d ago
  • Financial Representative

    Country Financial 4.4company rating

    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
  • WFH Healthcare Patient Financial Service and Collections Representative

    External

    Finance service representative job in Duluth, GA

    ESSENTIAL DUTIES AND RESPONSIBILITIES: • Maintain a high volume of inbound calls, • Researching and responding to billing questions and inquiries. • Negotiating payments on patient account balances, and communicates hospital financial policies to patients and identifies patients who need financial assistance. • Adhere to the production standards set for the department and client • Accuracy and confidentiality in handling medical records in compliance with HIPPA, Federal, State and Company requirements • Other duties as assigned by manager THE IDEAL CANDIDATE WILL HAVE PREVIOUS EXPERIENCE: • Working in a hospital and call center environments, • Retains thorough understanding of insurance, and follow-up to secure reimbursement of claims. KNOWLEDGE, SKILLS & ABILITIES: • Must be able to read and interpret an EOB • Self-motivated, self-directed with strong organizational, written and communication skills • Working knowledge of HIPAA • Knowledge of Medicare, Medicaid • Knowledge of other contract payers (HMO, PPO)• Exceptional organizational skills and attention to detail required • Intermediate computer skills using Microsoft Word, Excel • Communication that demonstrates the ability to deliver a concise message with clear receptivity • Sensitivity to our client's needs and matching our performance to deliver results QUALIFICATIONS: 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, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Education and Experience: • High School Diploma or equivalent • 1 year experience working with Medicare, Medicaid, and other commercial payers (HMO, PPO) • 1 year of healthcare registration, collections, billing or insurance experience • Epic preferred • CPAR, CHAA and CFC Certifications preferred PHYSICAL SKILLS: While performing the duties of this job, the employee is occasionally required to stand or walk and lift and/or move up to 25 pounds. Also, may be required to use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; see, talk and hear. WORK ENVIRONMENT: Work environment characteristics 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. Incumbent/employee works in a temperature-controlled environment. Incumbent/employee must be able to work on a computer for the scheduled shift; answers and makes telephone calls using a standard or computer soft telephone; types on a standard keyboard; reads and comprehends information from a computer terminal and/or written resources and utilizes multiple screens and systems simultaneously. All incumbents/employees are provided a Webcam and are required to on camera 100% of the time during the scheduled shift. Hollis Cobb is an Equal Opportunity Employer Illinois, Maryland and New Jersey residents click below for compensation and benefits: *******************************************************
    $28k-42k yearly est. 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    Tony Brewer-State Farm Agent

    Finance service representative job in Carrollton, GA

    Job DescriptionROLE DESCRIPTION: As a Financial Services Representative with State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office
    $28k-42k yearly est. 24d 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 financial services 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. 23d ago
  • Financial Services Representative - SIE (Alpharetta, GA)

    Morgan Stanley E-Trade 4.6company rating

    Finance service representative job in Alpharetta, GA

    External Description: Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs. Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning. Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: Paid time off Savings programs Health care (medical, dental, vision) Insurance plans Tuition and licensing reimbursement along with student loan refinancing Fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments Generous parental leave Commitment to Diversity and Inclusion Employees are encouraged to give back to your community What You Bring to the Table: You've successfully passed the Securities Industry Essentials (SIE ) Exam A bachelor's degree in Finance, Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You've spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years' experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency Job Number: JR019379 Community / Marketing Title: Financial Services Representative - SIE (Alpharetta, GA) Location_formattedLocationLong: Alpharetta, Georgia US
    $39k-60k yearly est. 37d ago
  • Financial Services Representative State Farm Agent Team Member

    Barry Hancock-State Farm Agent

    Finance service representative job in Roswell, GA

    Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to identify and support local community events in our market. Maintain a strong work ethic with a total commitment to success each and every day. As an Agent Team Member, you will receive... Salary plus commission/bonus Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams People-oriented Self-motivated Detail oriented Ability to multi-task Ability to make presentations to potential customers Achieve mutually agreed upon marketing goals Ability to conduct interviews in the office Ability to effectively relate to a customer Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $28k-42k yearly est. 9d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Smyrna, GA?

The average finance service representative in Smyrna, 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 Smyrna, GA

$34,000

What are the biggest employers of Finance Service Representatives in Smyrna, GA?

The biggest employers of Finance Service Representatives in Smyrna, GA are:
  1. World Finance
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