21 financial planner jobs found

The Accounting Department is responsible for ensuring the integrity and accuracy of financial information, including the preparation and presentation of financial statements. As part of the accounting team, this role collaborates closely with Treasury, Financial Shared Services, Procurement, and other key stakeholders across the organization. The Financial Reporting Intern will support the accounting team by ensuring that treasury transactions are accurately recorded and reported, while also assisting with data analysis and reporting to meet business needs and regulatory compliance requirements.   •    Reconcile daily collections related to securitized assets and execute the corresponding secured payments in a timely manner. •    Support the reconciliation of financial statements.  •    Assist in the preparation and completion of regulatory reporting templates. •    Support data quality reviews to ensure accuracy, completeness, and consistency of financial information. •    Assist...

Job Description: This position is Part Time located in Amarillo, TX, 3-4 days a week, and every Saturday 7am-2pm Job Summary Customer Service Representative s   ensure delivery of excellent customer service through fast and accurate communication and coordinating with other departments to resolve inquires. They are the first point of customer contact for general inquiries. They build and maintain business relationships with clients by providing prompt and accurate service to promote customer loyalty. Key Responsibilities Builds and maintains relationships with customers. Responds to a work queue and resolves issues in a timely manner; escalates issues of a complex nature. Demonstrates a basic knowledge of application functionality. Provides information to the appropriate CSI department regarding customer issues and concerns. Performs other duties as assigned. Primary Results Accountable for Achieving Customer issues are resolved...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance PRN Crisis Care Triage (RN) Sedgwick is currently seeking Triage Nurses to join our Crisis Care team. This is a remote PRN position offering up to 20 hours per week. The team operates 24/7, with the greatest staffing needs during afternoon, evening hours, overnight and weekends. Current shift needs (CST) are: 9:00 PM to 6:00 AM, Monday through Friday 6:00 AM to 6:00 PM, Saturday and Sunday 6:00 PM to 6:00 AM, Saturday/Sunday As a nurse at...

Provides customer service support at the Wellness Center front desk by greeting members and providing prompt information to current and prospective members. As a Fitness Attendant at Sentry’s Wellness Center, you will play a critical part in providing health and wellness service to other Sentry Insurance associates. Hours for this on-call role vary by business needs, typically falling Monday through Friday between 5:30 am and 6:30 pm What You’ll Do As a Fitness Attendant, you will: Perform general administrative tasks at the Wellness Center front desk including, but not limited to greeting members, answering phones, responding to emails, and inquiries in person. Perform routine cleaning and preventative maintenance of exercise equipment. Monitor member safety and maintains security of the Wellness Center confirming all member are scanned upon entry and memberships are up to date. Processes new memberships, files paperwork, and enforces Wellness Center policies. Lead...

We are looking to add a Scanning and Distribution Tech to our Stevens Point, WI office team! Our Scanning and Distribution Tech provide support to the Enterprise Scanning and Mail Services organization by performing routine activities related to the distribution of outgoing mail/packages, operates various data imaging and mailroom equipment and performs miscellaneous administrative duties. This role will report to our Stevens Point, WI office and will be regularly scheduled to work less than 20 hours a week. Current hours for the role would be Mondays 6:15-2:45pm, and Fridays 6:15am to 10:15am CST. What You'll Do The Scanning & Distribution Technician operates equipment including an opener, photocopier, scanner, and various other machines. In addition, you will: Monitor various systems and reports to ensure accuracy within the overall mail transaction process. Be responsible for the filing, maintenance, storage, retrieval and destruction of hard copy mail in...

About the Role   HUB International South Florida is   seeking   a motivated and detail-oriented Wealth Management Client Support Analyst to join our growing advisory team. This entry-level role is ideal for someone early in their financial services career who is eager to build   a strong foundation   in wealth management operations and client service.   You’ll   play a critical role in keeping client accounts running smoothly while developing a deeper understanding of financial markets and investment processes.   Key Responsibilities   Perform   accurate   and   timely   data entry across client accounts, custodial platforms, and internal systems   Process and manage new account applications and account maintenance requests   Execute and track money movement transactions, including transfers, distributions, and contributions   Support advisor workflows including paperwork preparation, document...

Position Title Branch Banking Client Consultant II- Part Time   Location Ozone Park, NY 11416   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the...

Position Title Branch Banking Client Consultant I   Location Jackson, MI 49203   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem resolution, and...

Position Title Branch Banking Client Consultant I - Roseland NJ (Part-Time)   Location Roseland, NJ 07068   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement,...

Position Title Branch Banking - Client Consultant I (Part-Time)   Location Parma Heights, OH 44130-2062   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely...

Position Title Branch Banking - Client Consultant I (Part-Time)   Location Wabash, IN 46992   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem...

Position Title Branch Banking - Client Consultant I (Part-Time)   Location Brook Park, OH 44142-2456   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely...

Position Title Branch Banking Client Consultant I - Freeport NY (Part-Time)   Location Freeport, NY 11520   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement,...

Position Title Branch Banking Client consultant I - Syosset NY (Part-Time(   Location Syosset, NY 11791   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely...

Position Title Branch Banking Client Consultant I - Bellmore NY   Location Bellmore, NY 11710   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem...

Position Title Branch Banking Client Consultant I - Oceanside NY (Part-Time)   Location Oceanside, NY 11572   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement,...

Position Title Branch Banking Client Consultant I (Part time)   Location Ann Arbor, MI 48108   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting...

Position Title Branch Banking Client Consultant I-PT   Location Staten Island, NY 10314   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with...

The Personal Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities:   None Essential Tasks: Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt. Verification of rates, exposures, and prior premiums to ensure accurate policy records. Handling/processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency. Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals. Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving. Respond to and process certificate of insurance (COI), ID Cards, and billing questions as...

A career at Auto-Owners is challenging and rewarding.  Our group of caring associates create financial security by helping individuals and businesses make a new start when a loss occurs. Job Description Auto-Owners Insurance, a top-rated insurance carrier, is seeking a motivated part-time Customer Service Representative to join our team. The position requires the person to: Communicate and work with customers and associates at all levels Learn how to and then: assist with reviewing and answering basic inquiries from customers make computer inquiries and entries relating to customer accounts communicate with customers and others as needed to research problems and find solutions collect pertinent information from customers to handle inquiries in a timely and accurate manner. Prioritize and organize work to ensure it is completed in a timely manner Document customer requests and Learn how to and then assist agents with basic tasks Work with confidential and/or...