Financial Services Representative jobs in Waltham, MA

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Call Center Representative
The Village Bank - 3 reviews - Nonantum, MA
A Call Center Representative (a.k.a. Knowledge of principles and processes for providing customer and personal services....
Member Service Representative, Waltham, Part-Time
Understand and explain all DCU products and services. Understand and explain all DCU products and services, identify members’ needs, and achieve all assigned...
Financial Adviser - Boston
Penn Mutual supports its field representatives with securities and investment advisory services offered through Hornor, Townsend & Kent, Inc....
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Financial Representative

New York Life Insurance Company - 133 reviews - Waltham, MA 02451
$100,000 a year
Our Financial Services Professionals help clients identify and achieve their financial goals. Our mission is to provide financial security and peace of mind...
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Employer Services Representative

Alegeus Technologies - 5 reviews - Waltham, MA 02451
Experience in financial services is preferred. Customer service experience in highly regulated markets such as financial services, investment management, or...

Financial Representative

The Bulfinch Group - 2 reviews - Waltham, MA  +2 locations
Recommend financial services and products to meet client needs. As a Financial Representative at The Bulfinch Group, your work is impactful;...
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Bursar Representative - Financial Services

TUFTS University - 79 reviews - Somerville, MA
Using the Tufts online cashiering system, Cashnet, this position processes all student payments and third-party organization payments in SIS and departmental

Admin Assistant to Investment/Financial Planning Team

IFP - Waltham, MA 02451
$35,000 - $50,000 a year
Assist with maintaining the licenses of registered representatives. Some experience, ideally within a finance or professional services environment....
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Associate for Successful CPA Firm

Caras & Shulman, PC - Burlington, MA
$55,000 - $70,000 a year
Prepare financial statements. Experience preparing financial statements and tax returns a plus. Equal access to programs, services, and employment is available...
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Financial Services Representative I

TD Bank - 3,767 reviews - Waltham, MA 02451  +2 locations
Customer Services Representative experience helpful. The Financial Services Representative I (FSR) is required to maintain active registration with State Life &...

Mutual Fund Services Representative (January 2018 & June 201...

Eaton Vance - 21 reviews - Boston, MA
A strong interest in the Financial Services industry. Provide information to shareholders and registered representatives in response to queries regarding mutual...

Representative, Client Service

BNY Mellon - 2,457 reviews - Everett, MA 02149
Experience in financial services preferred. Whether providing financial services for institutions, corporations or individual investors, clients count on the...

Client Service Representative

Bank of America - 17,713 reviews - Concord, MA 01742  +9 locations
Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment....
Boston Financial Representative
Foresters Financial Services, Inc. Independent Order of Foresters (a fraternal benefit society) and its subsidiaries, including Foresters Financial Services,...
Financial Representative
Recommend financial services and products to meet client needs. As a Financial Representative at The Bulfinch Group, your work is impactful;...
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