14 financial services representative jobs found

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As a Financial Services Representative Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and online banking options to recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may...

**Your opportunity** In addition to the salary range, this role is eligible for a bonus and language incentive opportunities. At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. As an Associate, Bilingual Client Services Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships that you...

Job Title: Sales Representative - Queens, NY (Mandarin Speaking) Location: Queens, NY Type: Direct Hire Contractor Work Model: Hybrid – onsite and remote Overview Our client, a global leader in the fintech and payments space, is seeking a dynamic Sales Representative / Business Consultant to join their team. In this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform. This is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow. Responsibilities + Travel throughout the assigned territory, collaborating with financial institutions to offer innovative payment solutions to merchants. + Generate leads and grow your book of business through outbound efforts and strategic...

Bilingual Mandarin or Cantonese Customer Service Representative (Remote - New York, NY)Description & RequirementsMaximus is currently hiring for Bilingual Mandarin or Bilingual Cantonese Customer Service Representatives to join our New York State of Health (NYSOH) team. This is a remote opportunity requiring residency within 100 miles of New York, NY.Every day, Customer Service Representatives (CSRs) at Maximus are entrusted to serve some of the most vulnerable communities by providing customer care to millions of New Yorkers who need to maneuver through complex healthcare plans. During these uncertain times we ensure that we are delivering the best outcomes possible for our clients and customers - ensuring every action is thoughtful, open, transparent, and done with integrity. To prepare you for this role, Maximus provides paid, comprehensive training which ensures our customer service representatives care for each caller with the highest levels of knowledge and...

Trilingual Mandarin/Cantonese Customer Service Representative (Remote - New York, NYDescription & RequirementsMaximus is currently hiring for Trilingual Mandarin/Cantonese Customer Service Representatives to join our New York State of Health (NYSOH) team. This is a remote opportunity requiring residency within 100 miles of New York, NY.Every day, Customer Service Representatives (CSRs) at Maximus are entrusted to serve some of the most vulnerable communities by providing customer care to millions of New Yorkers who need to maneuver through complex healthcare plans. During these uncertain times we ensure that we are delivering the best outcomes possible for our clients and customers - ensuring every action is thoughtful, open, transparent, and done with integrity. To prepare you for this role, Maximus provides paid, comprehensive training which ensures our customer service representatives care for each caller with the highest levels of knowledge and professionalism.Why Maximus?-...

Analytical Lead, Large Customer Sales (English, Cantonese, Mandarin) _corporate_fare_ Google _place_ Hong Kong **Mid** Experience driving progress, solving problems, and mentoring more junior team members; deeper expertise and applied knowledge within relevant area. **Minimum qualifications:** + Bachelor's degree or equivalent practical experience. + 5 years of experience in media analytics, advertising sales, digital media and marketing, consulting, or financial analysis. + Ability to communicate in English, Cantonese and Mandarin fluently to support client management. **Preferred qualifications:** + Experience in the advertising ecosystem (advertiser, agency, or media owner perspective). + Outstanding verbal, written, and presentation skills, and adept at translating complex concepts into clear, compelling narratives. + Expertise in marketing analytics and experimental design, leveraging AI solutions to optimize...

International Growth Consultant, Mid-Market Sales, Google Customer Solutions (English, Mandarin) _corporate_fare_ Google _place_ Shanghai, China **Mid** Experience driving progress, solving problems, and mentoring more junior team members; deeper expertise and applied knowledge within relevant area. **Minimum qualifications:** + Bachelor's degree or equivalent practical experience. + 4 years of experience gathering and presenting technical and financial data to promote products, services, and solutions. + 4 years of experience in business development, partnerships, management consulting, advertising business, media or working with advertising agencies. + Experience in cross-border or exporting business. + Ability to communicate in English and Mandarin fluently to support the business client management in this market. **Preferred qualifications:** + 5 years of experience analyzing and applying industry, market, product and...

ScotiaMcLeod Investment Associate - Markham (Mandarin/Cantonese Speaking) Requisition ID: 260778 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. Our signature **Enriched Thinking** ® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth. At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives....

Client Services Representative III - Bilingual Mandarin Required Glendale, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Glendale/Client-Services-Representative-III---Bilingual-Mandarin-Required\_26011794) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Glendale/Client-Services-Representative-III---Bilingual-Mandarin-Required\_26011794) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Glendale/Client-Services-Representative-III---Bilingual-Mandarin-Required\_26011794) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior...

**Who We Are** Point32Health is a leading not-for-profit health and well-being organization dedicated to delivering high-quality, affordable healthcare. Serving nearly 2 million members, Point32Health builds on the legacy of Harvard Pilgrim Health Care and Tufts Health Plan to provide access to care and empower healthier lives for everyone. Our culture revolves around being a community of care and having shared values that guide our behaviors and decisions. We’ve had a long-standing commitment to inclusion and equal healthcare access and outcomes, regardless of background; it’s at the core of who we are. We value the rich mix of backgrounds, perspectives, and experiences of all of our colleagues, which helps us to provide service with empathy and better understand and meet the needs of the communities where we serve, live, and work. We enjoy the important work we do every day in service to our members, partners, colleagues and communities. Learn more about who we are...