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Financial Advisor at Moseley Technical Services, Inc.
Montgomery, Alabama, United States - Full Time
Skills Needed
Financial Assessment, Investment Strategy, Retirement Planning, Tax Strategies, Estate Planning, Portfolio Monitoring, Client Relationship Management, Local Networking, Prospecting, Finra Compliance, Sec Compliance, Interpersonal Skills, Trustworthiness
Specialization
Candidates must possess Series 7 and 66 licenses and demonstrate strong integrity and a drive to grow client relationships, preferably with some industry experience. A Bachelor's degree in a related field is preferred, and the ability to obtain a Life & Health Insurance License within 90 days is beneficial.
Business Development - Professional Services at Interpolitan Money
London, England, United Kingdom - Full Time
Skills Needed
Origination, Client Management, Cross Border Solutions, Structuring, Relationship Management, Commercial Intelligence, Financial Acumen, Stakeholder Management, Negotiation, Crm Discipline, Regulatory Compliance, Product Innovation, Advisory, Sales, Retention, Uhnw Client Focus
Specialization
Candidates must possess 7 to 10+ years of experience in financial services, private banking, or fintech, focusing on complex cross-border solutions, and must have a proven track record of originating and managing UHNW or institutional client portfolios. Essential requirements include an existing network capable of generating immediate commercial activity and a strong understanding of international payments and multi-entity structures.
Experience Required
Minimum 10 year(s)
Treasury Analyst at Renmoney
Lagos, Lagos State, Nigeria - Full Time
Skills Needed
Analytical Skills, Numerical Ability, Data Interpretation, Liquidity Ratios, Funding Structures, Microsoft Excel, Powerpoint, Word, Core Banking Systems, Treasury Systems, Communication Skills, Teamwork Skills, Attention To Detail, Integrity, Compliance Mindset, Ability To Work Under Pressure
Specialization
Candidates should have a bachelor's degree in a relevant field and 2-5 years of experience in Treasury, Finance, Banking, or Financial Services. Certifications such as CIBN and Microfinance Certification Programme are desirable.
Experience Required
Minimum 2 year(s)
Automation QA Engineer at Renmoney
, , Serbia - Full Time
Skills Needed
Qa Automation, Java, Spring Boot, Rest Apis, Postgresql, Mysql, Apache Kafka, Rabbitmq, Docker, Kubernetes, Prometheus, Grafana, Flutter, Api Testing, Sql, Ci/Cd
Specialization
Candidates should have 3+ years of experience in QA Automation and proficiency in Java-based test frameworks. Familiarity with Docker, SQL databases, and microservices architecture is also required.
Experience Required
Minimum 2 year(s)
Tax Manager at Renmoney
Lagos, Lagos State, Nigeria - Full Time
Skills Needed
Tax Compliance, Advisory, Reporting, Nigerian Tax Laws, Analytical Skills, Detail Oriented, Stakeholder Engagement, Documentation, Risk Management, Financial Reporting, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Creative Thinking, Problem Solving
Specialization
Candidates must possess a minimum of 5 years of core tax experience and a good knowledge of Nigerian tax laws. A chartered accountant or chartered tax practitioner qualification is required, along with proficiency in Microsoft Office tools.
Experience Required
Minimum 5 year(s)
Patient Financial Services Manager at St Francis House NWA Inc
Little Rock, Arkansas, United States - Full Time
Skills Needed
Icd 10 Coding, Medical Coding, Training Development, Team Management, Quality Control, Coding Audits, Ehr Systems, Attention To Detail, Interpersonal Skills, Bilingual Spanish/English
Specialization
Candidates must have a high school diploma or equivalent, with an associate degree preferred, and at least 5 years of medical coding experience. Certification as a Certified Professional Coder (CPC) or Certified Coding Specialist Physician Based (CCS-P) is required.
Experience Required
Minimum 5 year(s)
Personal Financial Services Intern at Manulife
Boston, Massachusetts, United States - Full Time
Skills Needed
Client Support, Operational Workflows, Information Organization, Tracking, Maintaining Information, Documentation Preparation, Internal Communications, Internal Inquiries Response, Team Initiatives, Special Projects, Cross Functional Collaboration, Service Delivery Support, Department Procedures, Data Standards, Confidentiality Guidelines, Microsoft Office
Specialization
Candidates must currently be pursuing or recently completed a bachelor's degree, preferably in business, finance, or economics, and possess strong written and verbal communication skills. Essential qualities include being detail-oriented, organized, comfortable with Microsoft Office tools like Excel and Outlook, and eager to learn in a fast-paced environment.
Financial Services - Full Benefits at American Income Life AO - Keerat Grewal
London, Ontario, Canada - Full Time
Skills Needed
Communication Skills, Time Management, Customer Service, Sales, Presentation Skills, Leadership Development, Basic Computer Knowledge
Specialization
Candidates must possess strong communication and time management skills and be at least 18 years old. A high school diploma is required, and customer service or retail experience is preferred but not mandatory.
Sr. Consultant, Financial Services at Coordinated Care Services, Inc. (CCSI)
City of Rochester, New York, United States - Full Time
Skills Needed
Financial Management, Project Management, Customer Service, Budgeting, Accounting, Data Analysis, Compliance, Proposal Development, Contract Management, Team Leadership, Process Improvement, Grant Management, Reporting, Training, Coaching, Cultural Responsiveness
Specialization
Candidates must have a bachelor's degree in accounting or finance and at least 5 years of relevant work experience. Knowledge of the NYS Consolidated Fiscal Reporting System and nonprofit accounting is also required.
Experience Required
Minimum 5 year(s)
Audit Manager - Financial Services at Crowe DNA
Los Angeles, California, United States - Full Time
Skills Needed
Public Accounting, External Audit, Banking, Private Equity, Asset Management, Fintech, Client Relationships, Team Leadership, Problem Solving, Communication, Time Management, Technical Skills, Multi Tasking, Cpa License, Ethics, Integrity
Specialization
Candidates should have 5+ years of relevant public accounting external audit experience, particularly in the Financial Services sector. A CPA license is required, along with strong organizational and communication skills.
Experience Required
Minimum 5 year(s)
Account Manager Financial Services at Sopra Steria
Diegem, Flemish Brabant, Belgium - Full Time
Skills Needed
Account Management, Financial Services, Cross Selling, Problem Solving, Relationship Management, Networking, Software Implementation, Ai Solutions, Cloud Migration, Data Migration
Specialization
Candidates should have 5-10 years of experience in account management or client-facing roles within IT Services, preferably in a multinational organization. A good knowledge of the Financial Services sector and strong relationship management skills are essential.
Experience Required
Minimum 5 year(s)
Inside Sales Representative (CA, OH, & PA) at SmartFinancial
Newtown Square, Pennsylvania, United States - Full Time
Skills Needed
Phone Presence, Rapport Building, Sales Cycles, Crm, Sales Automation, Adaptability, Resilience, B2b, Inside Sales, Digital Marketing, Insurance
Specialization
Candidates should have a strong phone presence and be proven closers who thrive on hitting targets. Experience with full sales cycles and comfort with CRM tools is essential.
Experience Required
Minimum 2 year(s)
Financial Advisor at Cepal Hellas Financial Services S.A.
Municipality of Kallithea, Attica, Greece - Full Time
Skills Needed
Financial Advisory, Risk Assessment, Debt Restructuring, Negotiation, Communication, Customer Focus, Interpersonal Skills, Portfolio Management, Ms Office, English, Greek
Specialization
Candidates must have a bachelor's degree in a related field and over 3 years of experience in portfolio management or branch network. Excellent communication skills in English and Greek, along with computer literacy, are also required.
Experience Required
Minimum 5 year(s)
Financial & Pricing Analyst at HEITECH SERVICES
Landover, Maryland, United States - Full Time
Skills Needed
Financial Analysis, Project Support, Pricing Models, Cost Proposals, Government Contracting, Excel Proficiency, Analytical Skills, Attention To Detail, Communication Skills, Budget Development, Data Driven Insights, Cost Structures, Proposal Support, Contract Compliance, Problem Solving, Resource Planning
Specialization
Candidates must have a bachelor's degree in a relevant field and 1-2 years of experience in federal government contracting. Familiarity with FAR and advanced Excel skills are also required.
Anti-Money Laundering, Associate 2 at State Street Corporation - United States
Bengaluru, karnataka, India - Full Time
Skills Needed
Aml, Kyc, Customer Due Diligence, Risk Profiling, Communication, Analytical Skills, Teamwork, Time Management, Ms Excel, Problem Solving, Regulatory Compliance, Investment Guidelines, Search Engines, Ownership Structures, Reporting, Collaboration
Specialization
Candidates should have a good knowledge of AML and KYC regulations and strong communication and analytical skills. A graduate degree in finance and hands-on experience with the complete KYC process are preferred.
Experience Required
Minimum 2 year(s)
Mortgage Loan Officer (Hard Money) at Park Place Finance, LLC
, , United States - Full Time
Skills Needed
Client Engagement, Loan Qualification, Sales Management, Pipeline Management, Internal Collaboration, Communication Skills, Critical Thinking, Tech Savviness, Perseverance, Resilience, Consultative Sales, Relationship Building, Problem Solving, Financial Analysis, Real Estate Knowledge, Lending Solutions
Specialization
Candidates should have a bachelor's degree or relevant experience in real estate or lending, with a minimum of 1 year of consultative sales experience. A proven track record of closing loans and strong communication skills are essential.
Experience Required
Minimum 2 year(s)
Anti-Money Laundering, Associate 2 at State Street Corporation - United States
Bengaluru, karnataka, India - Full Time
Skills Needed
Aml, Kyc, Customer Due Diligence, Risk Profiling, Communication, Analytical Skills, Teamwork, Time Management, Ms Excel, Problem Solving, Regulatory Requirements, Investment Guidelines, Search Engines, Ownership Structures, Fatf, Fatca
Specialization
Candidates should have a good knowledge of AML and KYC regulations and strong communication and analytical skills. A graduate degree in Finance and hands-on experience with the complete KYC process are preferred.
Experience Required
Minimum 2 year(s)
Sr. Account Executive (Hard Money) at Park Place Finance, LLC
, , United States - Full Time
Skills Needed
Client Engagement, Loan Origination, Sales Cycle Management, Relationship Building, Consultative Partnering, Loan Qualification, Risk Profile Analysis, Pipeline Management, Internal Collaboration, Crm Platforms, Communication, Perseverance, Resilience, Critical Thinking, Deal Structuring, Sales
Specialization
Candidates must possess a Bachelor's degree and/or relevant experience in real estate, lending, or financial services, along with a minimum of one year in consultative sales, proven success closing 5+ residential investment loans monthly, and strong tech/CRM skills. A high level of perseverance, resilience, and a strong work ethic are essential for success in this fast-paced environment.
Anti-Money Laundering, Associate 1 at State Street Corporation - United States
Hyderabad, Telangana, India - Full Time
Skills Needed
Kyc, Aml, Regulatory Requirements, Customer Due Diligence, Risk Profiling, Search Engines, World Check, Prime, Ownership Structures, Reporting, Metrics Data, Teamwork, Collaboration, Communication, Ms Excel
Specialization
Candidates must possess good knowledge of AML/KYC regulations such as FATF, FATCA, and the Bank Secrecy Act, along with proficiency in search engines like World Check and Prime. Essential abilities include analyzing complex ownership structures, performing effectively under strict deadlines, maintaining a minimum quality score of 99%, and demonstrating strong written and verbal communication skills, with flexibility for shift work.
Life Services Financial Services Representative at Bank of America
Jacksonville, Florida, United States - Full Time
Skills Needed
Client Focused, Self Motivated, Goal Oriented, Multitasking, Effective Communication, Sales Aptitude, Relationship Management, Strong Computer Skills, Attention To Detail, Critical Thinking, Customer Focus, Oral Communications, Active Listening, Decision Making, Emotional Intelligence, Result Orientation
Specialization
Candidates should be client-focused, self-motivated, and able to multitask in a performance-based environment. Strong communication skills and a desire to establish a long-term career in financial services are essential.
Financial Advisor at Moseley Technical Services, Inc.
Montgomery, Alabama, United States -
Full Time


Start Date

Immediate

Expiry Date

16 May, 26

Salary

0.0

Posted On

15 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Assessment, Investment Strategy, Retirement Planning, Tax Strategies, Estate Planning, Portfolio Monitoring, Client Relationship Management, Local Networking, Prospecting, FINRA Compliance, SEC Compliance, Interpersonal Skills, Trustworthiness

Industry

Defense and Space Manufacturing

Description
Check out this new opportunity! Financial Advisor Montgomery, AL Contract Position About This Role We are seeking a motivated and community-minded Financial Advisor who is humble, known for integrity, and confident in building strong client relationships. The ideal candidate is newer to the industry but already holds a Series 7 and 66 license, ready to grow a book of business while putting clients first. Responsibilities: Build and maintain a book of business through local networking and client development Conduct in-depth financial assessments and design personalized investment strategies Provide expert guidance on retirement planning, tax strategies, insurance, estate planning, and more Monitor client portfolios and adjust plans as needed based on goals and market conditions. Maintain strict compliance with FINRA/SEC regulations, as well as company standards. Collaborate with internal teams to ensure seamless service delivery Stay informed on financial products, market trends, and regulatory changes Qualifications: Series 7 and 66 licenses required Bachelor’s degree in Finance, Business, or related field preferred (comparable sales or wealth management experience considered) Life & Health Insurance License preferred or ability to obtain within 90 days Strong interpersonal skills with a heart for service and a reputation for trustworthiness Drive to prospect, grow, and maintain long-term client relationships Moseley Technical Services, Inc. is an AA/EEO/Veterans/Disabled Employer. What to Expect Moseley Technical Services, Inc. (Moseley) was incorporated in 1994 to provide engineering and professional services to the aerospace/defense, manufacturing, government, and commercial industries. Our Mission is to deliver superior service to our customers and employees. We have achieved our vision by building long-term relationships with customers and employees through integrity, transparency, and appreciation. To apply, send a resume to: resumes@moseleytechnical.com For more active job openings: Careers at Moseley Technical For more information about us: Moseley Technical - Mission and Values! "We stand by our 30-year-old commitment of “World Class Service. World Class Company.”
Responsibilities
The Financial Advisor will be responsible for building and maintaining a book of business through local networking and designing personalized investment strategies after conducting in-depth financial assessments. Key duties also include providing expert guidance on retirement, tax, insurance, and estate planning while monitoring client portfolios.
Financial Advisor at Moseley Technical Services, Inc.
Montgomery, Alabama, United States - Full Time
Skills Needed
Financial Assessment, Investment Strategy, Retirement Planning, Tax Strategies, Estate Planning, Portfolio Monitoring, Client Relationship Management, Local Networking, Prospecting, Finra Compliance, Sec Compliance, Interpersonal Skills, Trustworthiness
Specialization
Candidates must possess Series 7 and 66 licenses and demonstrate strong integrity and a drive to grow client relationships, preferably with some industry experience. A Bachelor's degree in a related field is preferred, and the ability to obtain a Life & Health Insurance License within 90 days is beneficial.
Business Development - Professional Services at Interpolitan Money
London, England, United Kingdom - Full Time
Skills Needed
Origination, Client Management, Cross Border Solutions, Structuring, Relationship Management, Commercial Intelligence, Financial Acumen, Stakeholder Management, Negotiation, Crm Discipline, Regulatory Compliance, Product Innovation, Advisory, Sales, Retention, Uhnw Client Focus
Specialization
Candidates must possess 7 to 10+ years of experience in financial services, private banking, or fintech, focusing on complex cross-border solutions, and must have a proven track record of originating and managing UHNW or institutional client portfolios. Essential requirements include an existing network capable of generating immediate commercial activity and a strong understanding of international payments and multi-entity structures.
Experience Required
Minimum 10 year(s)
Treasury Analyst at Renmoney
Lagos, Lagos State, Nigeria - Full Time
Skills Needed
Analytical Skills, Numerical Ability, Data Interpretation, Liquidity Ratios, Funding Structures, Microsoft Excel, Powerpoint, Word, Core Banking Systems, Treasury Systems, Communication Skills, Teamwork Skills, Attention To Detail, Integrity, Compliance Mindset, Ability To Work Under Pressure
Specialization
Candidates should have a bachelor's degree in a relevant field and 2-5 years of experience in Treasury, Finance, Banking, or Financial Services. Certifications such as CIBN and Microfinance Certification Programme are desirable.
Experience Required
Minimum 2 year(s)
Automation QA Engineer at Renmoney
, , Serbia - Full Time
Skills Needed
Qa Automation, Java, Spring Boot, Rest Apis, Postgresql, Mysql, Apache Kafka, Rabbitmq, Docker, Kubernetes, Prometheus, Grafana, Flutter, Api Testing, Sql, Ci/Cd
Specialization
Candidates should have 3+ years of experience in QA Automation and proficiency in Java-based test frameworks. Familiarity with Docker, SQL databases, and microservices architecture is also required.
Experience Required
Minimum 2 year(s)
Tax Manager at Renmoney
Lagos, Lagos State, Nigeria - Full Time
Skills Needed
Tax Compliance, Advisory, Reporting, Nigerian Tax Laws, Analytical Skills, Detail Oriented, Stakeholder Engagement, Documentation, Risk Management, Financial Reporting, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Creative Thinking, Problem Solving
Specialization
Candidates must possess a minimum of 5 years of core tax experience and a good knowledge of Nigerian tax laws. A chartered accountant or chartered tax practitioner qualification is required, along with proficiency in Microsoft Office tools.
Experience Required
Minimum 5 year(s)
Patient Financial Services Manager at St Francis House NWA Inc
Little Rock, Arkansas, United States - Full Time
Skills Needed
Icd 10 Coding, Medical Coding, Training Development, Team Management, Quality Control, Coding Audits, Ehr Systems, Attention To Detail, Interpersonal Skills, Bilingual Spanish/English
Specialization
Candidates must have a high school diploma or equivalent, with an associate degree preferred, and at least 5 years of medical coding experience. Certification as a Certified Professional Coder (CPC) or Certified Coding Specialist Physician Based (CCS-P) is required.
Experience Required
Minimum 5 year(s)
Personal Financial Services Intern at Manulife
Boston, Massachusetts, United States - Full Time
Skills Needed
Client Support, Operational Workflows, Information Organization, Tracking, Maintaining Information, Documentation Preparation, Internal Communications, Internal Inquiries Response, Team Initiatives, Special Projects, Cross Functional Collaboration, Service Delivery Support, Department Procedures, Data Standards, Confidentiality Guidelines, Microsoft Office
Specialization
Candidates must currently be pursuing or recently completed a bachelor's degree, preferably in business, finance, or economics, and possess strong written and verbal communication skills. Essential qualities include being detail-oriented, organized, comfortable with Microsoft Office tools like Excel and Outlook, and eager to learn in a fast-paced environment.
Financial Services - Full Benefits at American Income Life AO - Keerat Grewal
London, Ontario, Canada - Full Time
Skills Needed
Communication Skills, Time Management, Customer Service, Sales, Presentation Skills, Leadership Development, Basic Computer Knowledge
Specialization
Candidates must possess strong communication and time management skills and be at least 18 years old. A high school diploma is required, and customer service or retail experience is preferred but not mandatory.
Sr. Consultant, Financial Services at Coordinated Care Services, Inc. (CCSI)
City of Rochester, New York, United States - Full Time
Skills Needed
Financial Management, Project Management, Customer Service, Budgeting, Accounting, Data Analysis, Compliance, Proposal Development, Contract Management, Team Leadership, Process Improvement, Grant Management, Reporting, Training, Coaching, Cultural Responsiveness
Specialization
Candidates must have a bachelor's degree in accounting or finance and at least 5 years of relevant work experience. Knowledge of the NYS Consolidated Fiscal Reporting System and nonprofit accounting is also required.
Experience Required
Minimum 5 year(s)
Audit Manager - Financial Services at Crowe DNA
Los Angeles, California, United States - Full Time
Skills Needed
Public Accounting, External Audit, Banking, Private Equity, Asset Management, Fintech, Client Relationships, Team Leadership, Problem Solving, Communication, Time Management, Technical Skills, Multi Tasking, Cpa License, Ethics, Integrity
Specialization
Candidates should have 5+ years of relevant public accounting external audit experience, particularly in the Financial Services sector. A CPA license is required, along with strong organizational and communication skills.
Experience Required
Minimum 5 year(s)
Account Manager Financial Services at Sopra Steria
Diegem, Flemish Brabant, Belgium - Full Time
Skills Needed
Account Management, Financial Services, Cross Selling, Problem Solving, Relationship Management, Networking, Software Implementation, Ai Solutions, Cloud Migration, Data Migration
Specialization
Candidates should have 5-10 years of experience in account management or client-facing roles within IT Services, preferably in a multinational organization. A good knowledge of the Financial Services sector and strong relationship management skills are essential.
Experience Required
Minimum 5 year(s)
Inside Sales Representative (CA, OH, & PA) at SmartFinancial
Newtown Square, Pennsylvania, United States - Full Time
Skills Needed
Phone Presence, Rapport Building, Sales Cycles, Crm, Sales Automation, Adaptability, Resilience, B2b, Inside Sales, Digital Marketing, Insurance
Specialization
Candidates should have a strong phone presence and be proven closers who thrive on hitting targets. Experience with full sales cycles and comfort with CRM tools is essential.
Experience Required
Minimum 2 year(s)
Financial Advisor at Cepal Hellas Financial Services S.A.
Municipality of Kallithea, Attica, Greece - Full Time
Skills Needed
Financial Advisory, Risk Assessment, Debt Restructuring, Negotiation, Communication, Customer Focus, Interpersonal Skills, Portfolio Management, Ms Office, English, Greek
Specialization
Candidates must have a bachelor's degree in a related field and over 3 years of experience in portfolio management or branch network. Excellent communication skills in English and Greek, along with computer literacy, are also required.
Experience Required
Minimum 5 year(s)
Financial & Pricing Analyst at HEITECH SERVICES
Landover, Maryland, United States - Full Time
Skills Needed
Financial Analysis, Project Support, Pricing Models, Cost Proposals, Government Contracting, Excel Proficiency, Analytical Skills, Attention To Detail, Communication Skills, Budget Development, Data Driven Insights, Cost Structures, Proposal Support, Contract Compliance, Problem Solving, Resource Planning
Specialization
Candidates must have a bachelor's degree in a relevant field and 1-2 years of experience in federal government contracting. Familiarity with FAR and advanced Excel skills are also required.
Anti-Money Laundering, Associate 2 at State Street Corporation - United States
Bengaluru, karnataka, India - Full Time
Skills Needed
Aml, Kyc, Customer Due Diligence, Risk Profiling, Communication, Analytical Skills, Teamwork, Time Management, Ms Excel, Problem Solving, Regulatory Compliance, Investment Guidelines, Search Engines, Ownership Structures, Reporting, Collaboration
Specialization
Candidates should have a good knowledge of AML and KYC regulations and strong communication and analytical skills. A graduate degree in finance and hands-on experience with the complete KYC process are preferred.
Experience Required
Minimum 2 year(s)
Mortgage Loan Officer (Hard Money) at Park Place Finance, LLC
, , United States - Full Time
Skills Needed
Client Engagement, Loan Qualification, Sales Management, Pipeline Management, Internal Collaboration, Communication Skills, Critical Thinking, Tech Savviness, Perseverance, Resilience, Consultative Sales, Relationship Building, Problem Solving, Financial Analysis, Real Estate Knowledge, Lending Solutions
Specialization
Candidates should have a bachelor's degree or relevant experience in real estate or lending, with a minimum of 1 year of consultative sales experience. A proven track record of closing loans and strong communication skills are essential.
Experience Required
Minimum 2 year(s)
Anti-Money Laundering, Associate 2 at State Street Corporation - United States
Bengaluru, karnataka, India - Full Time
Skills Needed
Aml, Kyc, Customer Due Diligence, Risk Profiling, Communication, Analytical Skills, Teamwork, Time Management, Ms Excel, Problem Solving, Regulatory Requirements, Investment Guidelines, Search Engines, Ownership Structures, Fatf, Fatca
Specialization
Candidates should have a good knowledge of AML and KYC regulations and strong communication and analytical skills. A graduate degree in Finance and hands-on experience with the complete KYC process are preferred.
Experience Required
Minimum 2 year(s)
Sr. Account Executive (Hard Money) at Park Place Finance, LLC
, , United States - Full Time
Skills Needed
Client Engagement, Loan Origination, Sales Cycle Management, Relationship Building, Consultative Partnering, Loan Qualification, Risk Profile Analysis, Pipeline Management, Internal Collaboration, Crm Platforms, Communication, Perseverance, Resilience, Critical Thinking, Deal Structuring, Sales
Specialization
Candidates must possess a Bachelor's degree and/or relevant experience in real estate, lending, or financial services, along with a minimum of one year in consultative sales, proven success closing 5+ residential investment loans monthly, and strong tech/CRM skills. A high level of perseverance, resilience, and a strong work ethic are essential for success in this fast-paced environment.
Anti-Money Laundering, Associate 1 at State Street Corporation - United States
Hyderabad, Telangana, India - Full Time
Skills Needed
Kyc, Aml, Regulatory Requirements, Customer Due Diligence, Risk Profiling, Search Engines, World Check, Prime, Ownership Structures, Reporting, Metrics Data, Teamwork, Collaboration, Communication, Ms Excel
Specialization
Candidates must possess good knowledge of AML/KYC regulations such as FATF, FATCA, and the Bank Secrecy Act, along with proficiency in search engines like World Check and Prime. Essential abilities include analyzing complex ownership structures, performing effectively under strict deadlines, maintaining a minimum quality score of 99%, and demonstrating strong written and verbal communication skills, with flexibility for shift work.
Life Services Financial Services Representative at Bank of America
Jacksonville, Florida, United States - Full Time
Skills Needed
Client Focused, Self Motivated, Goal Oriented, Multitasking, Effective Communication, Sales Aptitude, Relationship Management, Strong Computer Skills, Attention To Detail, Critical Thinking, Customer Focus, Oral Communications, Active Listening, Decision Making, Emotional Intelligence, Result Orientation
Specialization
Candidates should be client-focused, self-motivated, and able to multitask in a performance-based environment. Strong communication skills and a desire to establish a long-term career in financial services are essential.
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