28 operations analyst jobs found

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 I - Coral Springs FL   Location Coral Springs, FL 33065-5042   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 Warren, MI 48092   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...

At EMC, we’re all about working together to make an impact. As part of our team, you’ll have the opportunity to grow, contribute, and gain experience that matters. We strive to be caring leaders, close partners, and responsive experts—always supporting each other to do our best work. Join us, and let’s improve lives together.    **This position is eligible to work a hybrid (3 days in office per week) schedule from the Des Moines metro** Essential Functions: Paid internship working in EMC’s corporate actuarial team Collaborates with Actuarial Operations/Predictive Analytics team on projects Performs basic analysis for Actuarial Operations/Predictive Analytics teams Gathers information for analysis Organizes data into spreadsheets and databases Communicates results of analysis, project updates, and key findings to actuarial leaders Develops understanding of insurance operations, statistical analysis, data management and computer programming...

Acuity is seeking a Data Analytics Intern to support data analytic insights and visualization using mathematical models, algorithms, machine learning techniques, and data analytics platforms. This position is located at our headquarters in Sheboygan, WI. Click here to learn more about the Acuity internship experience. Start Date: Summer 2027 ESSENTIAL FUNCTIONS:     Conduct appropriate research and data collection.   Summarize analysis and findings with accuracy and proper level of detail.   Work with others to develop best solutions and accomplish goals.   Regular and predictable attendance.   Perform other duties as assigned.   Follow department standards and procedures.   EDUCATION:   Currently enrolled in a formal University undergraduate degree program pursuing mathematics, actuarial science, or related field, and possessing high level of achievement, including academic grades. EXPERIENCE:   Previous...

Acuity is seeking a Strategic Information Intern to support data analytic insights and visualization by developing relevant reports and dashboards to drive business unit insights and performance monitoring. This position will be located at our Headquarters in Sheboygan, WI. Click here to learn more about the Acuity internship experience. Start Date: Summer 2027 ESSENTIAL FUNCTIONS:   Conduct appropriate research and data collection. Summarize analysis and findings with accuracy and proper level of detail. Work with others to develop best solutions and accomplish goals. Regular and predictable attendance. Perform other duties as assigned. Follow department standards and procedures. EDUCATION: Currently enrolled in a formal University undergraduate degree program pursuing mathematics, actuarial science, or related field, and possessing high level of achievement, including academic grades. EXPERIENCE: Previous responsibilities...

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 Data Engineering intern to join our team this summer. The position analyzes data processes and the needs of users and stakeholders; develops project plans; and designs, implements, and manages data quality, data reporting, and governance solutions. The position requires the person to:  Work with project stakeholders to identify business requirements and expected outcomes. Create, evaluate, and summarize data assets in a form acceptable for use within the Company or outside the Company, including use by government bureaus, agencies, and others. Evaluate and complete regulatory data requests in an accurate and timely manner. Understand data sources and the data lineage of various...

Company: BHHIC Berkshire Hathaway Homestate Insurance Company As a member of the Berkshire Hathaway group of insurance companies, we offer outstanding opportunities for professionals interested in working with a successful company. We offer unparalleled financial strength, stability and “large company” benefits, in addition to an exciting, friendly, “small company” atmosphere. Berkshire Hathaway Homestate Insurance Company is a member of the Berkshire Hathaway group of insurance companies owned by Berkshire Hathaway Inc. Hours:                         Flexible; Between 8:00 a.m. – 5:00 p.m. 15-20 hours per week depending on the applicant's schedule More hours available in Summer (up to 40 hours per week).          Join an established internship providing real world experience working directly with independent insurance agency partners around the country. Duties in the Marketing Communications Department include: Communicate with prospective agents...

Position Title Branch Banking Client Consultant I (part time)   Location Jackson, MI 49201   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...

Company: BHHIC Berkshire Hathaway Homestate Insurance Company As a member of the Berkshire Hathaway group of insurance companies, we offer outstanding opportunities for professionals interested in working with a successful company. We offer unparalleled financial strength, stability and “large company” benefits, in addition to an exciting, friendly, “small company” atmosphere. Berkshire Hathaway Homestate Insurance Company is a member of the Berkshire Hathaway group of insurance companies owned by Berkshire Hathaway Inc. Hours:                         Flexible; Between 8:00 a.m. – 5:00 p.m. 15-20 hours per week depending on the applicant's schedule More hours available in Summer (up to 40 hours per week).          Join an established internship providing real world experience working directly with independent insurance agency partners around the country. Duties in the Marketing Communications Department include: Communicate with prospective agents...

Position Title Branch Banking Client Consultant I - PT   Location Flushing, NY 11358   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,...

Position Title Branch Banking Client Consultant I-PT   Location Hewlett, NY 11557   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,...

Position Title Branch Banking Client Consultant I-PT   Location Hewlett, NY 11557   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,...

Position Title Branch Banking Client Consultant I - PT   Location Amityville, NY 11701   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...

Job Title: Specialized Intern - Accounting FLSA Status: Non-Exempt Job Family: Finance Department: Finance Reporting ELIGIBILITY/REQUIREMENT(S): Must actively be working toward a bachelor's degree.    JOB SUMMARY Responsible for providing specialized assistance and support within the department. Responsible for completing projects of a more advanced and technical nature within a department.   POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Perform requested research and analysis for special projects. Assist with planning and execution of special projects. Deliver high-quality, timely work for all projects. Work cross-functionally with other departments to ensure projects align with the company’s strategic business...

Position Title Branch Banking Client Consultant I -PT   Location Merrick, NY 11566   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,...

Position Title Branch Banking Client Consultant I-PT   Location East Northport, NY 11731   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 Detroit, MI 48236   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...

We are adding a  Benefits Program Manager   to our team!  This position is a hybrid position requiring 10 days in office per month.  Schedule:  Twenty (20) hours per week, Monday through Friday from 10a to 2p; or as needed for department coverage.   Who We Are: Since 1909, NGL Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best,...

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 Remote Operations Dispatch Coordinator Schedule: Monday-Friday 11am-8pm EST PRIMARY PURPOSE:  To accurately route and assign claims, tasks and related requests within the claims management system and provide operational support to temporary housing colleagues by ensuring timely, accurate and appropriate workflow distribution, ESSENTIAL FUNCTIONS and RESPONSIBILITIES Sets up and assigns new claims, tasks and requests into the claims management system. Enters...