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Partners Personnel

Financial Temps (ID #527921)

Entry-Level JobVerifiedNo experience needed

Career Insights for Financial Services Representative

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What they do

A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.

$67,992 / year median in Georgia

-8% projected decline

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Job Description

Financial Temps (ID #527921) Alpharetta, GA Irvine
  • Clerical Ca 3069 $17.
07/
Per Hour Financial Temps Share Facebook Email LinkedIn Print Messenger Pinterest Threads X Job Description Branch Details Days/Hours:
Monday
  • Friday (8am
  • 5pm or 9am
  • 6pm)
Location:
onsite (Jacksonville office)
Salary:
$17 per hour
Summary:
FSR is responsible for functions necessary to provide Customer Service and Records Administrative Services for Prepaid and/or College Savings programs.
What you will do:
Performs financial and non-financial transactional work according to procedures/plan business rules. Functions include but are not limited to: o Financial
  • Participant contributions, withdrawals, refunds, monetary adjustments, plan changes, School invoice and Distribution Processing, etc. o Non-Financial
  • Banking changes and finance, etc. Adheres to internal service level standards (pre-defined turnaround times by function). Perform reconciliation activity of credit card contributions to record keeping system. Please submit all qualified resumes to Tiffany Rivoire and copy me. Once resumes have been reviewed, qualified candidates will be recommended to the hiring manager, Yadira Rivera
  • Director of Business Operations & Support. Following the hiring manager's review, we will coordinate to schedule interviews based on her availability. #PartnersProfessional Irvine
  • Clerical CA 3069 Call 949-851-0111 irvine@partnerspersonnel.
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