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Financial Services Receptionist Jobs

Receptionist - Fleet Services Assistant
By Jubitz Corporation At Vancouver, WA, United States
Minimum of two years’ experience in a bank card, call center, or commercial account management environment is required.
Professionally represent Jubitz in “network service management,” contacting other franchisees in pursuit of resolution to site-related complaints and incident reports.
Follow criteria set by Fleet Customer Service Manager for sales and customer service reporting.
Excellent communication skills to include reading, writing, listening, & speaking.
Ensure telephone customers receive prompt service and are not left on hold for a long period.
Greet customers and answers questions and refer them to the appropriate person or department.
Fy24 Tax Services Manager - Financial Services Organization - Insurance - Edge
By EY At Milwaukee, WI, United States
Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities.
Possess and apply a comprehensive knowledge of accounting and finance principles, practices and procedures to complete moderately complex assignments
Manage client relationship by ensuring data quality, evaluate team performance, resolve issues, and provide suggestions on implementation plans
Mentor/coach team members to develop technical and leadership capabilities 
Manage internal and external client relationships and professional network to support client retention and new business development
Build effective long-term relationships and manage workflow effectively with our clients, and understand their unique needs to provide tailored services
Manager, Plant Financial Services
By The J. M. Smucker Company At , Orrville
Prepare reports and supporting analysis to aid in management decisions
Assist with management of internal controls
5+ years of Finance or Accounting experience
Your Opportunity as the Manager, Plant Finance Services
Additional skills and experience that we think would make someone successful in this role:
Participate and/or manage department resources to complete plant inventories and cycle counts
Financial Services Associate - Portland, Me
By TD Bank At , Portland, 04101
1+ years of related experience
Teller and/or cash handling experience
Strong organization skills to handle multiple tasks in a fast-paced environment
Excellent communication skills with ability to be concise, clear and consistent
Ability to provide community services, including, but not limited to, Financial Education classes
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Financial Services Administrator Jobs
By NCSA College Recruiting At United States
Bachelor’s Degree in Accounting, Business, Finance or related discipline.
Minimum of 1 year experience with Accounts Receivable
Strong interpersonal, written and verbal communication skills with the ability to work closely with all members of the organization.
Strong analytical and problem solving capabilities.
Requires a background check upon offer.
Responsible for processing all check and credit card refunds, as well as client rebates.
Vehicle Services Financial Administrator
By Toyota At , Plano, 75024
Strong time management skills and the ability to meet strict deadlines.
Bachelor's degree in Accounting or equivalent work experience required.
Strong communication, teamwork, interpersonal, organizing, and facilitation skills.
A high degree of business partnering skills and ability to influence others at all levels.
Excellent written, verbal, and presentation skills.
Experience in the retail or automotive business.
Assistant Director- Financial Services
By Guilford County Schools At , Greensboro, 27401 $4,625 a month

Office Assistant 2 (Financial Services)
By State of Washington Parks and Recreation Commission At , Tumwater $2,805 - $3,700 a month
Performs routine data entry including Discover Pass permit numbers and Bank deposit report data into the Access database.
One (1) year of full-time clerical experience.
Letter of interest specifically addressing the qualifications listed in this announcement.
For information about these positions, please contact Jennifer Hyland, Revenue Manager, at
Receives, opens, sorts and distributes mail.
Reviews Bank deposit records (BDR), shift summaries, credit card transaction reports, and receipts.
Financial Services Analyst Jobs
By Nationwide At ,
Compiles management information such as contract and sold case activity as needed by internal management.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Operations Division Manager or Unit Manager.
License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.
Executive Assistant, Financial Services
By General Atlantic Service Company, L.P At , Park Avenue, Ut $90,000 - $130,000 a year
Oversee management of travel and expense reports and other regular reporting and informational needs for team
Manage phone calls, providing appropriate screening, and taking messages as needed
Manage coordination of board and/or portfolio meeting schedules and expenses
At least 8-10 years of EA experience supporting multiple executives in a professional services organization
Experience in the Financial Services industry
Superior experience and competency in Microsoft Office
Senior Director, Financial Services
By Columbia University Medical Center At , New York, 10032, Ny $235,000 - $265,000 a year

536773 Medical Center CUIMC CFO Full Time Opening on: Jun 8 2023 Grade 108 Add to favorites Favorited View favorites Job Type: Officer of Administration Regular/Temporary: ...

Client Services Receptionist Jobs
By Premier Aesthetics of Billings Plastic Surgery At , Billings, 59102, Mt $19 - $21 an hour
This position involves computerized processes: appointment scheduling, communications, recording transactions, membership management
Job duties include but are not limited to:
Greet and assist customers with appointment check-in, scheduling and adjustments, product and membership recommendations, and transactions
Obtain confidential medical history information
Occasional cleaning and merchandising activities
Maintain the coffee bar and provide counter service
Director - Financial Services
By World Courier At , New York, Ny
Ability to work in a matrix organization and with regional and country management, where influencing skills are key.
Excellent writing, Word, Excel, PowerPoint, and data management skills
Experience on sustainable and impact finance, desirable
Works with Finance to create efficient solutions to deliver Financial Services solutions.
Partners with Pricing to define the right approach to price the offered solutions, maximizing profitability.
Be aware of competitive offerings and regularly refresh a perspective of World Courier’s differentiators in the market.
Systems Engineer - Financial Services
By Palo Alto Networks At , New York, Ny $187,500 - $257,850 a year
Experience selling, implementing, or managing SaaS/SASE/cloud/managed/on-prem offerings is a plus
Demonstrating strong communication skills and the ability to influence through effective presentations and customer-specific demos, technical engagements, and workshops
Meeting and exceeding sales quotas by building and implementing strategic, technical account plans that target cross-platform solutions
Conducting discovery to understand and articulate the key technical, operational, and commercial imperatives of your prospects and customers
Planning and building compelling technical and business-focused solutions which drive adoption and growth after the initial sale and across the portfolio
Orchestrating supporting resources to ensure a one-team approach that demonstrates a cohesive strategy
Financial Services Manager Jobs
By City of Tacoma At Tacoma, WA, United States
A Bachelor’s degree in Business Administration, Finance, or directly related field
6 years of progressively responsible accounting and financial reporting experience
1 year prior lead/supervisory experience
Develop and implement technical accounting procedures and practices; formulate, interpret and implement accounting policies for assigned area of responsibility
Supervise the preparation and maintenance of detailed and comprehensive records and reports
Assure compliance with State and federal laws and local ordinances related to the accounting and auditing activities of the City
Financial Services Representative Jobs
By Turning Point Financial Network At Anaheim, CA, United States

If you love being in control of your time and love making a difference in people's lives, join our elite financial services team. Paid training Remote work available High commission levels No ...

Executive Assistant – Financial Services - $115K
By J.R. Berry Search Group, Inc. At New York, NY, United States
5+ years of high-level administrative support experience
The ability to manage competing priorities and important deadlines with discretion
Strong verbal and written communication skills
Maintaining several complex executive calendars
Scheduling meetings and conferences across global time zones
Preparing and distributing meeting materials and collaborating with team members to follow up on action items
Account Executive - Financial Services
By Kore.ai At United States
● Exceptional time management and organization skills.
● Stay current on company offerings and industry trends.
Experience in selling to Financial Services vertical required.
● Strong interpersonal communication skills with the ability to negotiate.
● Excellent prospecting, presentation, and networking skills across all levels within an organization.
● Excellent verbal and written communications skills.
Hvac Services Receptionist Jobs
By Prime Heating & Cooling LLC At Cranston, RI, United States
A minimum of 3 years of customer service experience
amazing environment, a supportive team, great benefits, and opportunities for advancement
Possession of a High School diploma or GED
Model Engineer (Financial Services)
By The Oakleaf Group At Washington, DC, United States
Experience communicating complex financial results to management with presentations or memos.
Deep knowledge of SQL is required. Experience with C++ and Monte Carlo simulations is highly desired as well.
Knowledge of GSE multifamily lending business, underwriting requirements, multifamily securitizations, or GSE regulatory capital framework is preferred.
Understand structured finance transactions and loan securitizations, and understand how such transactions are modeled in Python and R.
Measuring and monitoring credit risk on a large housing finance and credit guarantee book of business.
Experience developing and running financial models written in Python and R on AWS is required.

Are you looking for a job that offers a great work-life balance and the opportunity to work with a variety of financial services clients? We are looking for an experienced Financial Services Receptionist to join our team! You will be responsible for greeting clients, answering phones, and providing excellent customer service. If you are a motivated individual with excellent communication skills, this could be the perfect job for you!

Overview:

A Financial Services Receptionist is responsible for providing customer service to clients and visitors of a financial services office. They greet visitors, answer phone calls, and provide general administrative support to the office.

Detailed Job Description:

Financial Services Receptionists are responsible for providing customer service to clients and visitors of a financial services office. They greet visitors, answer phone calls, and provide general administrative support to the office. They may also be responsible for scheduling appointments, filing documents, and managing the office calendar. Financial Services Receptionists must be knowledgeable about the services offered by the office and be able to answer questions from clients and visitors. They must also be able to maintain a professional demeanor and provide a welcoming atmosphere for visitors.

What is Financial Services Receptionist Job Skills Required?

• Excellent customer service skills
• Strong communication and interpersonal skills
• Ability to multitask and prioritize tasks
• Knowledge of office procedures and protocols
• Proficiency in Microsoft Office Suite
• Ability to work independently and as part of a team
• Ability to maintain confidentiality

What is Financial Services Receptionist Job Qualifications?

• High school diploma or equivalent
• Previous experience in a customer service role
• Knowledge of financial services and products
• Ability to work in a fast-paced environment

What is Financial Services Receptionist Job Knowledge?

• Knowledge of financial services and products
• Knowledge of office procedures and protocols
• Knowledge of customer service principles and practices

What is Financial Services Receptionist Job Experience?

• Previous experience in a customer service role
• Previous experience in a financial services office

What is Financial Services Receptionist Job Responsibilities?

• Greet visitors and answer phone calls
• Schedule appointments and manage the office calendar
• Provide general administrative support to the office
• Answer questions from clients and visitors
• File documents and maintain records
• Maintain a professional demeanor and provide a welcoming atmosphere for visitors