NewAccounts Receivable Representative CornerStone StaffingAccounts Receivable RepresentativePhoenix, AZThe Accounts Receivable Representative supports revenue operations by ensuring accurate billing, timely payment posting, and consistent account reconciliation. • Process and issue customer invoices; post payments accurately within accounting and enterprise resource planning (ERP) systems.
Contract Business Operations Representative Jr. - # 26-16246 US Tech Solutions, Inc.Contract Business Operations Representative Jr. - # 26-16246Phoenix, AZManage daily account workflow related to product returns (RMA), including order entry, customer communication (written and verbal), and case resolution. US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions.
NewRemote Sales Representative Reineke AgencyRemote Sales RepresentativePhoenix, AZRemoteThis is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.
Financial Representative Trainee (Sales) - Phoenix, AZ Mutual of Omaha Insurance CompanyFinancial Representative Trainee (Sales) - Phoenix, AZPhoenix, AZ$36,000–$75,000 / yearAs a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramPhoenix, Arizona$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Financial Representative - Seeking Growth Foster RegionFinancial Representative - Seeking GrowthPhoenix, ArizonaPossessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.
Financial Representative - Scottsdale, AZ FidelityFinancial Representative - Scottsdale, AZPhoenix, ArizonaRemoteCustomer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.
Financial Service Representative (Loan Officer) Mountain America Credit UnionFinancial Service Representative (Loan Officer)Phoenix, ArizonaRecognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach. Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position.
NewLife Service - Financial Service Representative Bank of America CorpLife Service - Financial Service RepresentativeChandler, AZKey responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Financial Services Representative Touchstone WealthFinancial Services RepresentativeScottsdale, AZ$75,000–$150,000 / yearAs a Financial Services Representative at Touchstone Wealth , you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. Consider becoming a touchstone to your community, where you will join an elite group of financial professionals who share your passion for excellence and benefit from a great training and support system.
Financial Service Representative (Loan Officer) Mountain America Federal Credit UnionFinancial Service Representative (Loan Officer)Phoenix, AZRecognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach. Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position.
NewConsumer Investments - Financial Services Representative I (Chandler, AZ) Bank of America CorpConsumer Investments - Financial Services Representative I (Chandler, AZ)Chandler, AZKey responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Front Desk Patient Financial Services Representative Gastroenterology Banner HealthFront Desk Patient Financial Services Representative GastroenterologyPhoenix, AZEmployees working at Banner Behavioral Health Hospital, BTMC Behavioral, and BUMG, BUMCT, or BUMCS in a Behavioral Health clinical setting that serves children must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment. Provides a variety of patient services to assist in patient flow including but not limited to escorting patients, taking vitals and patient history, assisting in patient treatment, distributing mail and fax information, ordering supplies, etc.
Consumer Investments - Financial Service Representative Bank of AmericaConsumer Investments - Financial Service RepresentativeChandler, ArizonaIs client-focused with a passion for excellence and a positive team attitude •Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment •Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams •Is an effective communicator with an aptitude for sales and relationship management •Has strong computer skills •Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication •Is ambitious, disciplined, hardworking, resilient and willing to learn We’re a culture that: •Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy •Get training and one-on-one coaching from academy managers who are invested in your success •Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide •Develop techniques to confidently engage with clients by telephone •Continue to learn and grow in a culture where growth and career advancement are a priority As a Financial Services Representative I, you can look forward to:
NewFront Desk Financial Services Representative Endocrinology Banner Medical GroupFront Desk Financial Services Representative EndocrinologySun City, ArizonaEmployees working at Banner Behavioral Health Hospital, BTMC Behavioral, and BUMG, BUMCT, or BUMCS in a Behavioral Health clinical setting that serves children must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment. Provides a variety of patient services to assist in patient flow including but not limited to escorting patients, taking vitals and patient history, assisting in patient treatment, distributing mail and fax information, ordering supplies, etc.
Financial Services Representative – State Farm Agent Team Member Kevin Mcgraw - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberPhoenix, AZDevelop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.
Front Office Patient Financial Service Representative Wound Clinic Banner HealthFront Office Patient Financial Service Representative Wound ClinicPhoenix, AZEmployees working at Banner Behavioral Health Hospital, BTMC Behavioral, and BUMG, BUMCT, or BUMCS in a Behavioral Health clinical setting that serves children must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment. Provides a variety of patient services to assist in patient flow including but not limited to escorting patients, taking vitals and patient history, assisting in patient treatment, distributing mail and fax information, ordering supplies, etc.
NA Sales Representative, Data Platform - Financial Services & Insurance Oracle America, Inc.NA Sales Representative, Data Platform - Financial Services & InsurancePhoenix, AZThis job was posted by https://www.azjobconnection.gov : For more information, please see: https://www.azjobconnection.gov/jobs/7505737 ## Responsibilities {#responsibilities bind="i18n: 'job-details.job-responsibilities-title'"} : {bind="html: pageData().job.responsibilities"} Manages accounts including the entire sales process from business development prospecting and specifications through contract negotiations, signing, and post-sales support.
Financial Advisor Northwestern MutualFinancial AdvisorPhoenix, Arizona$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Centralized Financial Advisor Desert Financial Credit UnionCentralized Financial AdvisorPhoenix, AZOperating from a centralized office setting, this role serves as a key growth engine for the advisory platform, uncovering client needs, deepening relationships, and connecting clients to Financial Advisors when appropriate. Leverage strong judgment to recognize when advanced or complex planning is required and partner with/ refer clients to a Branch Financial Advisor to ensure comprehensive solutions.
NewFinancial Advisor - Chandler Touchstone WealthFinancial Advisor - ChandlerChandler, AZWe have a comprehensive training program to familiarize new advisors with the depth and breadth of our product suite, and we provide a compensation structure with unlimited income potential to help new representatives get started. We are looking for individuals to join our team of Financial Advisors who want to participate in a collaborative work culture that has been ranked by the Phoenix Business Journal as one of the “2023 Top Companies to Work For.”.
Centralized Financial Advisor ExcitingCentralized Financial AdvisorPhoenix, ArizonaOperating from a centralized office setting, this role serves as a key growth engine for the advisory platform, uncovering client needs, deepening relationships, and connecting clients to Financial Advisors when appropriate. Leverage strong judgment to recognize when advanced or complex planning is required and partner with/ refer clients to a Branch Financial Advisor to ensure comprehensive solutions.
Financial Advisory Area Manager Wells Fargo & CoFinancial Advisory Area ManagerScottsdale, AZThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Develop and guide a culture of talent development to meet business objectives and strategy Manage and develop a team of Financial Advisors with moderate complexity and risk to achieve improved sales results through consultative sales process leveraging financial planning and driving a full balance sheet approach.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorGoodyear, AZ$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Advisor Support Representative TRC Talent SolutionsAdvisor Support RepresentativeScottsdale, AZAt TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.#ZR Troubleshoot and resolve operational challenges, including account setup, transaction processing, and service requests, by leveraging resources and collaborating with internal teams.
NewAssociate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorChandler, AZFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ) JPMorgan Chase & Co2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ)Tempe, AZThe FADP full-time program features a 21-month experience in a phone-based role in the Client Service Center, allowing Analysts to deepen their knowledge of customer service and the wealth management industry while receiving intentional professional development experiences to ensure an impactful transition to an advisor role post program. Morgan Wealth Management, we're committed to delivering talented and dedicated advisors, a full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals.
HQ Senior Transitional Financial Advisor Edward D Jones & Co LPHQ Senior Transitional Financial AdvisorAZEdward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
Sr. Financial Advisor - Edward Jones Connection Edward D Jones & Co LPSr. Financial Advisor - Edward Jones ConnectionAZEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.
Financial Advisor - Edward Jones Connections Edward D Jones & Co LPFinancial Advisor - Edward Jones ConnectionsTempe, AZEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.
Tailored Licensed Support Financial Advisor Edward D Jones & Co LPTailored Licensed Support Financial AdvisorAZActing as a fiduciary partner, TLS Financial Advisors work remotely alongside branch teams to provide goal-based financial advice, ensuring clients receive personalized strategies that align with their long-term objectives. • Gather information and collect suitability information to deeply understand clients and prospective clients needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Associate Financial Advisor Robert W Baird & Co IncAssociate Financial AdvisorPhoenix, AZAbout the Role: The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementGilbert, ArizonaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Certified Financial Advisor The Vanguard GroupCertified Financial AdvisorScottsdale, ArizonaVanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.
NewFinancial Advisor Strategic People AdvisorsFinancial AdvisorScottsdale, AZFull timeYou will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity. This is an entrepreneurial, performance-based compensation model featuring highly competitive commission structures, fee-sharing splits, and passive residual income.
West Valley : Surprise / Sun City - Financial Advisor Desert Financial Credit UnionWest Valley : Surprise / Sun City - Financial AdvisorSun City, AZThe Financial Advisor applies a comprehensive planning approach across investments, retirement, risk management, and other wealth strategies to recommend appropriate solutions in the client's best interest. This role operates with appropriate guidance and oversight and is registered with Raymond James Financial, conducting business on behalf of the Investments & Financial Services program.
Merrill Advisor Development Program - Financial Advisor: Greater Arizona Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Arizona MarketPhoenix, AZEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Associate Financial Advisor Northern Trust CorpAssociate Financial AdvisorPhoenix, AZ$85,330–$145,130 / yearThe AFA will work with NTSI Capital Markets, Northern Trust Asset Management, and many Third-Party Asset Managers to develop expertise and knowledge to provide best in class execution and investment advice. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
NewFinancial Advisor GoldBook FinancialFinancial AdvisorScottsdale, AZ$50,000–$150,000 / yearThe Opportunity: As a Financial Advisor at GoldBook Financial, you will play a pivotal role in shaping our clients' futures by delivering comprehensive financial guidance and customized investment solutions. About Us: GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated financial strategies and holistic planning for individuals and business owners.
Experienced Financial Advisor Touchstone WealthExperienced Financial AdvisorScottsdale, AZ$75,000–$350,000 / yearWe’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, and see a strong teaming model as a means to better serve their clients. As a Financial Advisor at Touchstone Wealth , you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom.
Bilingual - Financial Service Officer (Loan Officer) Mountain America Credit UnionBilingual - Financial Service Officer (Loan Officer)Queen Creek, ArizonaRecognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach. Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position.
Financial Advisor - Phoenix, AZ Advisor Talent SolutionsFinancial Advisor - Phoenix, AZPhoenix, ArizonaInitial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – including introducing the main Advisor. If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you!
Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter LLCFinancial Advisor Associate (TRAINING & LICENSING PROVIDED)Phoenix, AZFull timeStrategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies while providing advisors with the training, mentorship, technology, and support needed to build successful careers. Most people never find a career that allows them to make a meaningful impact, build professional independence, create long-term wealth, and enjoy unlimited growth opportunities.
Financial Advisor - TruStage Wealth Management LPL Financial Holdings IncFinancial Advisor - TruStage Wealth ManagementAZ$60,000–$100,000 / yearThis employment opportunity at TruStage located at TruStage Wealth Management in Remote, USA would allow you to join TruStage Wealth Management as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at TruStage Wealth Management supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Advisor Support Representative Osaic IncAdvisor Support RepresentativeScottsdale, AZ$45,000–$55,000 / yearPrior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Financial Services Position – State Farm Agent Team Member Jason McCloud - State Farm AgentFinancial Services Position – State Farm Agent Team MemberCave Creek, AZAs a State Farm team member for Jason McCloud - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Insurance and Financial Services Position - State Farm Agent Team Member Jeremy Dudleston - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberLitchfield Park, AZSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Financial Advisor - Scottsdale, AZ (Relocation Assistance Available) Trajan Wealth LLCFinancial Advisor - Scottsdale, AZ (Relocation Assistance Available)Scottsdale, AZFull timeThis role requires a strong technical understanding of financial markets and retirement planning, along with a client-first mindset and the ability to identify and implement additional financial planning opportunities. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
Per Diem Patient Access Specialist (Financial Counselor) UnitedHealth Group IncPer Diem Patient Access Specialist (Financial Counselor)Chandler, AZ$17.98–$32.12 / hourThe fraudulent LinkedIn messages and emails, which do not originate from any Executives LinkedIn account or of UnitedHealth Group's email domains, or those of any of its operating divisions, supposedly conducts an interview via a Zoom meeting, offers a work from home job at Optum, emails an application, sends a fake check by next day delivery through USPS and asks recipients to pay a vendor a large dollar amount. }","FormTypeId":null,"UrlLanguageCode":null,"PreviewType":0,"DateCreated":"2026-03-13T13:45:42.6045354","DateUpdated":"2026-03-26T16:05:02.1528153"}, "site"); Per Diem Patient Access Specialist (Financial Counselor).
Financial Services Associate San Joaquin Valley College, Inc.Financial Services AssociateMesa, AZPart timeCustomer Focus : Personally demonstrates that external or internal customers are a high priority; identifies customer needs and expectations and responds to them in a timely and effective manner; anticipates and prevents delays or other things that can adversely affect the customer; keeps customers informed about the status of pending actions and inquires about customer satisfaction with products or services. The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs.