45 service advisor jobs found

OMNI Community Credit Union Description: Employment Type : Part Time up to 29 hours per week Pay Range : $17-$20 per hour depending on qualifications and prior banking or credit union experience. In addition to base pay, we also have a generous incentive program. Benefits : 401k with up to 9% match* Tuition reimbursement* Telehealth service Employee Assistance Program Career Growth: We love to grow from within! Up to 70-80% of positions are filled with internal candidates. Why work for OMNI? At OMNI, we believe in people first. We are a team of dedicated individuals working together to provide financial solutions to our members. As our community’s trusted financial institution since 1951, we take pride in walking alongside our members as they reach their financial goals. Come be a part of an exciting and passionate team! That’s the Power of Us: Together. What we’re looking for: Do you enjoy meeting goals and being part of a high performing team?...

JOB DESCRIPTION Strategic and Operational Leadership Collaborate with senior and regional management across Financial Lines to ensure key business priorities are supported with clear tactical plans. Establish and nurture high-level relationships with business partners, acting as a strategic advisor on service operations and influencing decision-making processes. Design and implement comprehensive strategic plans to optimize business services across regions, leveraging data-driven insights to enhance efficiency and effectiveness in core areas. Build and lead the execution of strategic and tactical plans that enhance service outcomes and maximize the development of targeted business across Financial Lines. Make key strategic decisions by utilizing data management tools, production measures, service indicators, and other key metrics. People / Performance Management: Ensure adequate staffing levels at all times by proactively assessing workforce needs and aligning...

Overview About the Role The Financial Assistance Advisor plays a key role in ensuring accurate and up-to-date insurance details are collected from patients and entered into the hospital’s billing system. This position is responsible for managing pre-certifications for inpatient admissions, notifying insurance providers of admissions, and handling applications for programs such as Charity Care, Family Care, Presumptive Eligibility, and Public Assistance. The advisor also educates patients about available New Jersey State programs, including Presumptive Medicaid, NJ State Medicaid, NJ Family Care, and Charity Care. All responsibilities are carried out with a commitment to patient confidentiality, access to care, and professionalism, in alignment with Five Star Customer Service standards. The role also includes cross-functional duties within the Financial Counseling and Charity Care units of Patient Accounts. Finish Responsibilities...

JOB DESCRIPTION The Senior Risk Solutions Advisor supports Chubb NA's Risk Consulting process by working closely with Risk Consultants to ensure client engagement with engineering requirements and recommendations. This role focuses on delivering effective client solutions, enhancing satisfaction, resolving complex issues, and educating clients on Loss Prevention and Mitigation solutions. Leadership, critical thinking, technical expertise, and strong client service are essential. Key Responsibilities: Conduct personalized consultations to understand client needs and position service solutions Apply knowledge of property/casualty risk control, loss prevention, inspection processes, and construction codes to provide tailored solutions Understand risk characteristics across U.S. territories Resolve escalations and challenges creatively through appropriate channels Make recommendations and deliver full-service solutions addressing client pain points and future needs Educate...

Canandaigua National Bank & Trust Co Financial/Wealth Advisor  Canandaigua National Bank  Location: Syracuse, NY market What does a Financial/Wealth Advisor do? A Financial Advisor at Canandaigua National Bank is responsible for providing comprehensive financial planning and advice to help individuals and families pursue their financial goals.  You will work one-on-one with clients to develop individually tailored financial plans comprised of personalized investment products and services.  In this role, you will provide ongoing assistance through service that help clients accumulate wealth and safeguard their assets.  Meet with clients to develop an investment and risk profile requisite for sales of non-bank products. Provide investment advisory services through the use of client profiles and financial plans to identify customer’s needs. Recommends products and services that best meet those needs.Maximizes growth and retention of retail-based customers through the...

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings,...

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the...

Liberty FCU is currently seeking a professional  Associate Wealth Advisor  to join the credit union's wealth management team (Liberty Wealth Services) located at our Burkhardt Office at 1900 Hirschland Road, Evansville, IN 47716. The successful candidate must build strong relationships and provide excellent service to members, clients, credit union staff and any affiliated company.  Applicants must have excellent written and verbal communication skills and have the ability to generate business inside and outside of the credit union membership.  Candidates must be able to work effectively in a team environment and independently.  Gaining knowledge of Liberty Wealth Services and the credit union's products and services is essential to candidates' success.  Applicants must acquire the series 7, 66, and 63 licenses as well as life and health within 6 months.  Study time and study program will be provided.  If interested, please proceed by clicking apply.   Duties and responsibilities...

OMNI Community Credit Union Description: Employment Type : Part Time up to 29 hours per week Pay Range : $17-$20 per hour depending on qualifications and prior banking or credit union experience. In addition to base pay, we also have a generous incentive program. Benefits : 401k with up to 9% match* Tuition reimbursement* Telehealth service Employee Assistance Program Career Growth: We love to grow from within! Up to 70-80% of positions are filled with internal candidates. Why work for OMNI? At OMNI, we believe in people first. We are a team of dedicated individuals working together to provide financial solutions to our members. As our community’s trusted financial institution since 1951, we take pride in walking alongside our members as they reach their financial goals. Come be a part of an exciting and passionate team! That’s the Power of Us: Together. What we’re looking for: Do you enjoy meeting goals and being part of a high performing team?...

The Sr. Regional Director of Finance for the East Region serves as a business partner, advisor, and key contributor to the Regional Executive Vice President and Region leadership team in the development of long-range strategies and short-term goals through sound business insights and synthesized financial information, collaborating collectively across other central finance departments. This is accomplished by providing financial reporting, business analysis, insights, recommendations, plans and forecasts. Supporting a business P&L of $1.3B to $1.6B. Essential Job Functions Gain understanding of financial and non-financial business drivers and provide insights to Regional Leadership on how to maximize performance. Ensures adherence to policies, procedures, and controls, as well as GAAP and IFRS to ensure complete and accurate financial records. Partner with the Business Unit Finance teams and Shared Services to ensure standard financial practices are executed at local and...

At F5, we strive to bring a better digital world to life. Our teams empower organizations across the globe to create, secure, and run applications that enhance how we experience our evolving digital world. We are passionate about cybersecurity, from protecting consumers from fraud to enabling companies to focus on innovation.    Everything we do centers around people. That means we obsess over how to make the lives of our customers, and their customers, better. And it means we prioritize a diverse F5 community where each individual can thrive. We are seeking an experienced and detail-oriented Finance Director with a specialized skill set in managing and analyzing subscription-based businesses, particularly with a focus on Cost of Goods Sold (COGS), cloud hosting expense and data center run-rates. This role is critical in driving financial performance by ensuring efficient cost management, accurate financial reporting, and strategic input into our subscription revenue...

Job Classification: Finance & Accounting - Finance & Accounting Are you a detail-oriented, self-driven individual with accounting experience who loves tackling complex challenges and collaborating across teams? Do you want your work to drive real business outcomes and shape Prudential's future? As part of our Accounting Implementation Solutions (AIS) team, you'll play an important role in setting up the automated accounting for reinsurance and making an impact on our business and customers. We're seeking an Accounting Implementation-Financial Reporting Manager ready to innovate and grow with us. As part of the Corporate Controllers Department and the CFO Organization of PFI, the Finance Services Organization (FSO) is responsible for the controllership activities in support of the U.S. business units including the International activities performed domestically. The Accounting Implementation Solutions (AIS) team within FSO supports assessing and establishing...

Job Classification: Finance & Accounting - Finance & Accounting Are you a detail-oriented, self-driven individual with accounting experience who loves tackling complex challenges and collaborating across teams? Do you want your work to drive real business outcomes and shape Prudential's future? As part of our Accounting Implementation Solutions (AIS) team, you'll play an important role in setting up the automated accounting for reinsurance and making an impact on our business and customers. We're seeking an Accounting Implementation-Financial Reporting Associate Manager ready to innovate and grow with us. As part of the Corporate Controllers Department and the CFO Organization of PFI, the Finance Services Organization (FSO) is responsible for the controllership activities in support of the U.S. business units including the International activities performed domestically. The Accounting Implementation Solutions (AIS) team within FSO supports assessing and establishing...

Position Title: Budget Analyst Senior Location: US-Maryland-Aberdeen Proving Ground Job ID: 5124 # of Openings: 1 Category: Information Technology Clearance: Secret Clearance Status: Active Type: Regular Full-Time Overview: The Budget Analyst Senior serving as a key financial advisor to leadership to provide expert leadership and oversight of all budgetary functions for the Program Executive Office Intelligence Electronic Warfare and Sensors Program Management Office Position, Navigation and Timing (PM PNT). Responsibilities: · This role encompasses the full spectrum of budgetary activities, from analyzing and formulating program requirements to preparing, justifying, and defending complex budgets. · Manages budget and funding execution across multiple financial systems (GFEBS, LMP, DTS, CCaRS), proactively identifying and resolving potential budgetary issues. · Leads the creation of execution documents, ensuring strict compliance with the FMR,...

BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Senior Managing Consultant - Corporate Finance - Turnaround & Restructuring Location: Boston, MA Position Type: Full time Requisition ID: JR100509 Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders on companies that are either underperforming or in transition. Comprised of experienced, hands-on professionals that are results-oriented and data-driven, the market leading BRG Corporate Finance practice collaborates as partners with management teams and sponsors to...

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you. We are looking for a Sr. Director, Financial Planning & Analysis to join our rapidly growing business. Reporting to our VP of Finance, this individual will lead a team committed to ensuring CoverMy Meds (CMM) and its leaders have the partnership, financial insights and discipline needed as they strive to achieve their strategic priorities and support high-growth...

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you. We are looking for a Sr. Director, Financial Planning & Analysis to join our rapidly growing business. Reporting to our VP of Finance, this individual will lead a team committed to ensuring CoverMy Meds (CMM) and its leaders have the partnership, financial insights and discipline needed as they strive to achieve their strategic priorities and support high-growth...

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you. We are looking for a Sr. Director, Financial Planning & Analysis to join our rapidly growing business. Reporting to our VP of Finance, this individual will lead a team committed to ensuring CoverMy Meds (CMM) and its leaders have the partnership, financial insights and discipline needed as they strive to achieve their strategic priorities and support high-growth...

Why Turtle? At Turtle, we’re redefining what it means to be an industry leader in electrical distribution, and we want you to be part of our exciting journey! For over 100 years, we’ve built a reputation for innovation, excellence, and exceptional customer service—and we’re just getting started. We are a diverse, passionate team spread across the US, Canada, Mexico, and Puerto Rico, committed to growth, learning, and creating opportunities for each other. At Turtle, every day is a chance to make a real difference, solve complex challenges, and push the boundaries of what’s possible. We believe in fostering an environment that inspires collaboration and sparks creativity, where employees are empowered to contribute to our mission and shape the future of the industry. If you're looking for a fast-paced, dynamic career where your ideas are valued and your growth is prioritized, Turtle is the place for you. Join us and be a part of a company that’s making waves and empowering its...

Job Description We have a fantastic opportunity for an experienced, highly accomplished, motivated and driven individual to join us as a Director in our Corporate Risk Management/Treasury team. You will be a part of a multi-cultural, international, diverse, award-winning Treasury team and work in a fast-paced environment, helping us shape the future on our path to become the world's leading software-industrial. Responsibilities KEY RESPONSIBILITIES Global Insurance Programs - lead the strategy, analysis, and placement of all global insurance programs most importantly the aviation product liability, ensuring cost-effective coverage aligned with enterprise risk appetite, responsible for the overall global relationships with insurance companies, brokers and captive managers Relationship Management - manage relationships with brokers, insurers, and TPAs; lead negotiations to optimize policy terms, pricing, and claims resolution Enterprise Risk-Financing...