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Edward Jones Remote jobs - 13,605 jobs

  • Hybrid Mail Services Specialist

    Commonwealth of Massachusetts 4.7company rating

    Boston, MA jobs

    A state government agency is seeking a Mail Services Associate to join the Commonwealth Print and Mail Services Team. The ideal candidate will operate mail equipment, manage deliveries, and maintain postal records. Strong initiative and a collaborative mindset are essential for success in this flexible, hybrid work setting. Applicants must have two years of experience in electronic data processing or equivalent coursework. Comprehensive benefits are included. Background check is required. #J-18808-Ljbffr
    $76k-120k yearly est. 1d ago
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  • Associate

    Accordion 4.3company rating

    Chicago, IL jobs

    We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation. If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment. Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. Turnaround & Restructuring Our nationally recognized turnaround, restructuring and advisory team serves companies and their stakeholders across a wide spectrum of industries and sizes, with a focus on the middle market. We provide clients with a team of seasoned professionals who have notable track records of creating value through both operational turnarounds and financial restructurings. We are actively recruiting Turnaround & Restructuring professionals to join our team. You will provide extensive financial and operational support on client engagements across a variety of industries and markets; utilize experience and on the job training to successfully deliver reports, models, work product and advice that helps guide the direction and decisions related to client turnaround and/or restructuring objectives. This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.. This position is not eligible for immigration sponsorship. What You'll Do: Perform analysis of current and historical business performance and capital structure Develop 13-week cash flow forecasts that outline the liquidity profile and cash needs Create dynamic financial models that exhibit the client's historical and potential future performance Support the creation and preparation of corporate strategic plans Provide implementation support to approved business plans and strategies Engage with client personnel and management as necessary to achieve objectives Develop and furnish appraisal of business options and contingency plans as needed Effectively gather, analyze, and organize large data sets which may be incomplete Support the development of quality client deliverables Provide interim support on operating functions and job duties as directed Assist in bankruptcy preparation and administration Travel to client site as needed You Have: Bachelor's degree in finance and/or accounting is preferred Graduate business degree with concentration in finance, accounting and/or operations preferred Minimum 3+ years of relevant professional work experience Hands-on experience building / developing / maintaining fully dynamic, integrated 3-statement financial, and 13-week cash flow models Highly proficient in Microsoft Word, Excel, and PowerPoint Ability to build and sustain strong and trusted relationships with colleagues and stakeholders Demonstrated expertise and aptitude with conducting quantitative and qualitative analyses, particularly with constructing integrated financial models, analyzing financial underperformance and related services Experience working on projects delivering independent business reviews, short term cash flow assessments, capital structure analysis, and contingency planning Capacity to thrive in a fast-paced, challenging, and uncertain environment Deep understanding of how to interpret and analyze financial statements Possess strong analytical and business writing skills Able to work well under pressure and independently yet understand when to ask for guidance You Are: A self-starter with a strong work ethic A leader of others; you lead by example A strong team player, able to work with team members across all levels Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing). Excited to be part of a growing team, with a focus on driving future growth Full of entrepreneurial spirit and comfortable in a fluid, flat organization Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies Passionate about delivering exceptional client service Someone who enjoys mentoring others and doing meaningful work Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture The annual salary for this role ranges from: $97,750 to $150,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity. Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #LI-VL1
    $33k-72k yearly est. 2d ago
  • Portfolio Manager III - Middle Market

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Middle Market Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) WHAT WILL YOU DO? Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? Bachelor's Degree or equivalent in Finance, Business or related field Minimum 4 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries Additional Qualifications Advanced experience in credit management and lending operations, with a strong understanding of risk management principles Desire to build leadership and coaching skills, with the ability to train and develop talent Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams Advanced analytical skills, with the ability to interpret complex data and make informed decisions Industry-specific knowledge and expertise *Middle Market Credit WHAT'S IN IT FOR YOU? Compensation Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $111.4k-189.7k yearly 2d ago
  • Head of Digital Experience & Member Engagement (Remote)

    Kentucky Society of Association Executives Inc. 3.5company rating

    Alexandria, VA jobs

    A professional membership organization in Virginia is seeking a Director of Digital Experience and Engagement to transform member interactions through digital platforms. The role requires 7-10 years of experience in managing digital platforms, a Bachelor's degree in a related field, and familiarity with AI tools. The position offers a competitive salary and telework flexibility. Candidates are encouraged to apply by December 20th. #J-18808-Ljbffr
    $101k-152k yearly est. 5d ago
  • Mortgage Risk Analyst I, Full-Time, Hybrid MA

    Digital Federal Credit Union 4.6company rating

    Marlborough, MA jobs

    Job Category: Mortgages Apply now Posted : December 5, 2025 Full-Time Hybrid Marlborough, MA 01752, USA Description Schedule Monday through Friday 8a-5p What You'll Do Summary/Objective: The Mortgage Risk Analyst I is responsible for performing regulatory compliance tests and analysis of mortgage loans and home equity loans/lines. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Support the Mortgage Department to develop and maintain an optimized and efficient regulatory program for mortgage loans and home equity loans/lines. Perform ad hoc quality assurance testing to ensure internal policies and procedures are adhered to within the mortgage lending process. Track and report the results of testing, providing both technical and functional suggestions to enhance the member experience through the lending process and create efficiencies for mortgage lending personnel. Work with the Mortgage Risk and Compliance Departments to revise and implement existing and future regulatory needs throughout the mortgage lending and servicing areas. Work with Mortgage Department leadership on internal and external audit examinations, assisting in the resolution of any outstanding issues. Responsible for maintaining a mortgage lending compliance program in various areas, such as Fair Lending, HMDA, and TRID. Assist in the design and implementation of projects and activities to further the growth of mortgage lending at DCU. Work with Mortgage Risk leadership to develop the Mortgage Department's annual compliance testing plan. Develop Key Risk Indicators (KRIs) for early warning signs of compliance concerns. Monitor various indicators of risk - KRIs, QC results, compliance testing results, complaints, risk assessment results, etc., to identify weaknesses and assist in remediating. Review new products/services for potential compliance concerns; prepare risk assessments. Maintain knowledge of, and adhere to, the Credit Union's internal compliance policies and procedures. Provide innovative, detailed, and practical solutions to an extensive range of demanding and complicated problems. Make recommendations for changes to procedures and documentation. Create and maintain gap analysis detail reporting. Manage large data sets, troubleshoot, and develop efficient processes for collecting and aggregating data. Communicate effectively with team members and Mortgage Department leadership. Identify issues and elevate as needed. Perform other job-related duties as assigned. What You'll Need Education and Experience Requirements: 5-7 years of leadership and related mortgage lending experience BA/BS Degree Knowledge of State and Federal compliance regulations Knowledge of Secondary Market guidelines Additional Eligibility Requirements: Professional Written and Verbal Communication skills What We Do DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares. DCU is an equal‑opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. DCU is not currently offering Visa transfer/ sponsorship for this position. Expected Pay Range $30.00 - $33.70 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
    $30-33.7 hourly 2d ago
  • Trust Advisor II (Middleburg) (HYBRID)

    Atlantic Union Bank 4.3company rating

    Middleburg, VA jobs

    The Trust Advisor is responsible for developing, deepening and maintaining relationships with investment management clients, trust clients, beneficiaries and other interested parties for an assigned book of business and is expected to build a network of centers of influence for soliciting new client relationships. The Trust Advisor is responsible for assuring compliance with all Bank policies and procedures, as well as applicable regulations. Position Accountabilities Perform and coordinate client estate planning. Perform detailed estate and trust administration. Conducts full needs assessment with current and potential customers and provides on-going advice and counsel. Develop and maintain long-term client relationships by providing excellent customer service. Handle daily incoming customer calls and inquiries in a professional manner. Develop referral sources and secure new customers in effort to assist with the business development strategy. Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities. Identifies and refers business to other areas within the Bank as appropriate. Maintain and service existing clients. Work with investment, tax and legal professionals to meet client needs, goals and objectives. Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. May have some sales responsibility commensurate with experience and composition of book of business. Ability to handle all aspects of our most complex relationships through a coordinated effort between internal teammates and other external professionals. Organizational Relationship This position reports to Head of Trust. Position Qualifications Education & Experience Bachelor's degree in finance or related field. CFP, CTFA, CPA, MBA or law degree preferred. 10+ years of experience in financial services, preferably in a bank trust environment Experience with trust and estate laws and regulations Knowledge & Skills Superior customer service skills. Knowledge of financial planning and estate planning techniques. Knowledge of investment theory, investment types and strategy Sales oriented, friendly and persuasive personality. Proven analytical skills. Excellent written, oral and interpersonal skills. Effective communicator. Well organized. High degree of accuracy with attention to detail required. Superior time management and problem solving skills. Ability to work independently as well as within a team environment. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $98k-149k yearly est. 5d ago
  • Hybrid Deputy General Counsel - Public Benefits Litigation

    Commonwealth of Massachusetts 4.7company rating

    Boston, MA jobs

    A state government agency in Boston seeks a Deputy General Counsel to provide legal guidance for public assistance programs. The role involves supervising attorneys, representing the agency in litigation, and drafting legislation. Ideal candidates should have significant legal experience including litigation, and a strong commitment to public service. This hybrid position requires on-site work twice a week in Boston, offering a pivotal opportunity to impact the lives of Massachusetts citizens. #J-18808-Ljbffr
    $94k-147k yearly est. 3d ago
  • Senior Alt Investments & RIA Channel Lead - Remote

    T. Rowe Price 4.5company rating

    San Francisco, CA jobs

    A global asset management organization is seeking a field sales specialist to drive the sales of Alternative Investment strategies directed at Financial Advisors and RIAs. With a minimum of 5 years experience in Alternatives and exceptional communication skills, you will be accountable for developing relationships and managing a sales pipeline. Candidates should have a college degree and a deep understanding of investment vehicles and the U.S. investment distribution landscape. #J-18808-Ljbffr
    $118k-153k yearly est. 1d ago
  • Senior HRBP & Exec Partner - Hybrid Work Model

    Prologis 4.9company rating

    San Francisco, CA jobs

    A leading logistics firm is seeking a Senior HR Business Partner in San Francisco to drive organizational effectiveness and cultural transformation. The role requires strategic partnership, data fluency, and executive influence. Candidates should have over 5 years of HR experience. Excellent benefits and competitive salary ranging from $140,000 to $193,000 are offered, along with a flexible work environment. #J-18808-Ljbffr
    $140k-193k yearly 1d ago
  • Property Tax Director - Lead Strategist & Growth Remote

    Aprio, LLP 4.3company rating

    Atlanta, GA jobs

    A leading CPA firm in Atlanta is seeking a Tax Director - Property Tax. This role involves managing property tax engagements, advising clients on strategies, and leading a team of tax professionals. Candidates should have over 10 years of experience in property tax consulting and possess CPA or related qualifications. The firm offers competitive compensation and flexible work arrangements to foster work/life balance. #J-18808-Ljbffr
    $57k-80k yearly est. 1d ago
  • Broker/Senior Broker (Hybrid -Boston, MA or NY)

    NFP Corp 4.3company rating

    Boston, MA jobs

    Who We Are Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Job Summary Job Summary: The Commercial Lines Broker/Sr. Broker is responsible for broking new and renewal business, handling all aspects of the placements from initial market selection through policy delivery to client. In this role, you will focus on the largest and most complex placements, while serving in a leadership capacity to mentor and develop staff while cultivating strong insurer and insurer-client-broker relationships. The following is a full-time, hybrid position based out of any of the listed office locations: New York City, Albany, Rochester, Amherst, White Plains (NY), or Boston, MA. To support hybrid/remote work, candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection. Essential Duties and Responsibilities Proactively coordinate and manage broking around the renewal cycle in accordance to NFP's service model standards and timelines. Define success and direct broking activity, individually and amongst the team, to achieve the optimal outcome for the client/prospect; ensure a go-to-market strategy is in place for each broking engagement. Demonstrate exceptional negotiation skills - possess an awareness of different personality types with the ability to adjust approach to effectively drive the optimal outcome; capable of interacting with audiences of various seniority within client, carrier, wholesale and specialty organizations; effectively manage difficult scenarios and collaborate with Broking Team Leader on alternatives and solutions. Execute client/prospect placements demonstrating an unmistakable command of the risk to be placed and a clear focus on driving the optimal outcome in both financial and non-financial terms. Collaborate with the account management team and client to ensure complete and timely submissions, respond to carrier queries, compile and analyze carrier quote proposals, and present clients with a clear summary of the marketing process and a proposal with recommendations. Develop creative solutions to effectively address difficult placement scenarios; own the process and drive outcomes to enhance customer satisfaction around key deliverables. Lead team members in preparation of proposal presentations for existing and prospective clients. Support team members in responding to client queries and concerns to resolve issues promptly. Present proposals to producers and account management teams and leads client meetings. Oversee the development of sales documents, presentations, stewardship reports, and RFP responses for prospective clients Prepare detailed and complex coverage and policy comparisons, diagnostics, consolidated coverage/policy analyses, letters, and reports under the direction of the Broking Team Leader. Oversee the review of binders and policies to ensure terms and conditions are accurately reflected Provide leadership and demonstrate an ability to effectively mentor, support and develop team members. Develop strong, productive, trustful and resilient relationships with carrier and wholesale partners and their staff and NFP local office teams. Provide oversight and ensure the accuracy of client and policy information in NFP's Epic agency management system. Drive and ensure the effective deployment of data and analytics to provide meaningful program insight for clients and the broking team. Develop and ensure the deployment of differentiated client services through a thoughtful and sound execution of the client stewardship process that enhances the quality of client relationships. Ensure technology resources are showcased and appropriately introduced to defined customers. Develop and maintain thorough knowledge of insurance marketplace, products and services and risk financing strategies. Demonstrate an understanding of actuarial analysis and the utilization of its concepts. Lead and support the portfolio management objectives under the direction of the Broking Team Leader. Knowledge, Skills, and Abilities Must be able to work a hybrid schedule from one of the listed offices. Excellent leadership and portfolio management skills along with demonstrating excellent written and verbal communication skills. Sound understanding of broker operating fundamentals and financials. Excellent negotiation skills - ability to adjust approach to effectively drive optimal outcomes depending on different personalities. Excellent organizational skills with ability to adjust to changing workload, work complexity and priorities. Ability to work collaboratively as a key team member and mentor to junior team members. Self-motivated and determined with positive attitude and sense of urgency. Strong attention to detail with strong analytical skills, both quantitative and qualitative. Proven technical competency and creativity demonstrating excellence in developing and delivering innovative property and casualty solutions. Confident, poised and interactive, demonstrating effective communications, emotional intelligence, and understanding how to tailor responses in a variety of dynamic situations. Proficient in Microsoft Office Suite. Experience with Epic (agency management system) a plus. Education and/or Experience Minimum seven years insurance and Commercial Lines experience Team leadership experience a plus Bachelor's degree is preferred. High school diploma or equivalent is required Certificates, Licenses, Registration P&C License required or obtained within 90 days of employment Advanced industry designation(s) (e.g. CPCU, CIC, ARM) preferred What We Offer We\'re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $75,000 - $150,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr
    $75k-150k yearly 2d ago
  • Global Head of Enterprise Risk (Hybrid)

    Cambridge Associates LLC 4.8company rating

    Boston, MA jobs

    A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered. #J-18808-Ljbffr
    $117k-152k yearly est. 5d ago
  • Technical Account Manager - Remote

    Donnelley Financial, LLC 4.8company rating

    Rockville, MD jobs

    Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction. Recognizedas one of AMERICA'S MOST LOVED WORKPLACES for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here. Summary: Acts as the technical service liaison between customer, multiple production platforms, and Product. Advocates on behalf of the client with a proactive, collaborative approach to all departments and the production teams. Uses experience and knowledge to provide advisory and consultant services to clients to provide direction in meeting their project needs and goals to achieve and meet specific regulatory requirements of the client. Responsibilities: * Handles day-to-day account management, client interactions and handling routine technical support issues with a growing level of technical proficiency. * Serve as the main technical services liaison for assigned accounts, addressing their needs and concerns with expertise and urgency. * Establish strong, long-term relationships with clients, understanding their business requirements and aligning our solutions to meet their needs. * First point of service escalation for clients, SDAs and internal partners. * Host regular touch points with assigned clients to set priorities, work through challenges, discuss best practices, coordinate testing, holiday coverage, etc. * Participates in QBRs * Conducts Wellness/Optimization checks with clients * Review/approve billing, weekly, end of month and ad hoc throughout week * Working knowledge of SEC regulations and electronic filing requirements (e.g., N-PORT, N-CEN, N-MFP) and experience supporting compliance workflows * Basic knowledge of XBRL dependencies within specific Arc Suite platforms * Basic ability to troubleshoot and problem solve issues and complex application setups. * Basic technical acumen and product knowledge. * Basic production knowledge. Qualifications: * Generally newer to the role, with 1-3 years of Arc Suite experience in technical account management or related fields. * Proven experience and mastery of one or more of the Arc Suite applications; ArcPro, ArcReporting and/or ArcFiling is required. * B.S./B.A. preferred; equivalent experience in lieu of degree accepted. Preferred Skills: * Excellent verbal, written, and interpersonal communication skills. * Self-motivated with strong propensity for action, results and continuous improvement. * The ability to work successfully in a high-energy, fast paced, rapidly changing environment is necessary. * Exceptional organizational skills with the ability to multi-task and manage multiple. processes, programs, and procedures simultaneously while working under pressure to meet deadlines. * Proven track record of solving technical problems. It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status. If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or accessjobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to . At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via (this email is for general TA questions and is not used for updates on your application status).#BI-Remote
    $59k-90k yearly est. 3d ago
  • Board of Review Chair - Unemployment Insurance Policy Lead (Hybrid)

    Commonwealth of Massachusetts 4.7company rating

    Boston, MA jobs

    A state government agency is seeking a Chairman for the Board of Review in Boston to oversee unemployment insurance appeals and manage board operations. The ideal candidate will be licensed to practice law in Massachusetts, possess strong analytical, writing, and communication skills, and have experience in administrative law or quasi-judicial proceedings. This full-time position offers a salary ranging between $100,839.08 and $155,529.95 per year with the potential for a hybrid work schedule. #J-18808-Ljbffr
    $100.8k-155.5k yearly 2d ago
  • AI-Driven Growth & Brand Strategy Leader

    Escalon Services, Inc. 4.1company rating

    Chicago, IL jobs

    A dynamic business services firm is seeking a Head of Marketing Innovation & AI Strategy to define and scale its brand and marketing strategy. This leadership role, which reports to the CEO, involves leveraging data and AI to drive growth, building a team, and optimizing marketing initiatives. Ideal candidates will have a strong B2B marketing background, experience in technology sectors, and a track record of successful demand generation strategies. The role offers flexibility, with a focus on remote work, and an attractive compensation package. #J-18808-Ljbffr
    $38k-47k yearly est. 3d ago
  • Customer Service Analyst (REMOTE - US)

    Massmutual Ascend 4.3company rating

    Cincinnati, OH jobs

    As a leading provider of annuities, MassMutual Ascend is committed to taking financial futures above and beyond. This means offering innovative products that fit our customers' unique needs - whether it's protecting their hard-earned savings, receiving guaranteed income or providing for loved ones. MassMutual Ascend is proud to offer customers a level of strength and stability they can count on for years to come. The Opportunity As a Customer Service Analyst, you will provide superior customer service through answering our incoming calls and chat messages from both clients and agents. On this team of professionals there is an emphasis on treating clients like family and helping them with their requests as they plan for their financial future. In this role, you will be provided training to best prepare you for your daily tasks. Even after you complete training, subject matter experts are available for assistance with any follow up questions you may have. As a Customer Service Analyst, this role will also provide development and has future growth potential! The work schedule is Monday - Thursday 10:00 AM - 7:00 PM EST and Friday 8:00 AM - 5:00 PM. Job Responsibilities Develops skills to properly analyze incoming requests via phone, paper, and electronic communications to ensure customer satisfaction and retention. Actively seeks information to understand and analyze customer's circumstances, problems, expectations and needs to resolve difficult inquiries/issues. Clearly communicates complex information and solutions to customers in a helpful manner. De-escalate situations involving dissatisfied customers utilizing patience, assistance, and support methods. Maintains a professional & empathetic demeanor and in all interactions. Accurately updates, monitors & notates customer account details of client/agent interactions in multiple databases and CRM systems. Builds product knowledge of core annuity business to discuss products and/or product features, IRS tax qualifications and requirements. Acts as a liaison for customers as needed between departments or other aspects of the organization. Understands and explains complex topics such as interest, fee and death benefit calculation and the ability to communicate potential benefits/consequences of customer requests. Examine intricate contractual language, features and terms and interpret in an effective and efficient manner. Build understanding of components of frequently encountered entities, such as Power of Attorney, Trusts, Estates, Custodians as well as IRS tax forms. Complies with company and regulatory guidelines for performance. Prioritize and multi-task daily functions to positively influence productivity and quality in a fast paced, high-volume environment. Process financial and non-financial transactions in accordance with established procedures. Works to consistently meet specified requirements for performance and quality. Assists in researching complex issues or complaints which could require interdepartmental cooperation. Identify and recommend opportunities for process improvements and organizational initiatives. Performs other duties as assigned. Minimum Qualifications At least a high school diploma or equivalent At least 2 years of related customer service experience Exceptional verbal communication skills Strong attention to detail and ability to multi-task efficiently Able to work schedule of 10:00 AM - 7:00 PM EST Mondays - Thursdays, and 8:00 AM - 5:00 PM EST Fridays. Ideal Qualifications Prior call center experience is a plus, but not required Strong computer skills What to Expect Focused one-on-one meetings with your manager Ongoing opportunities for development and learning A place to grow your career in a culture that inspires, rewards and develops employees Small company feel with a focus on meeting customer's needs today and also well into the future #LI-MM1 For Colorado Applicants: The salary range for this role is $33,000 - $55,000 based on experience. Why Join Us. At MassMutual Ascend, our collaborative culture is key to our success. It's the reason we're a leading provider of annuities today, and it's the reason we'll continue rising to the top tomorrow. A career at MassMutual Ascend means you'll contribute to our mission of taking financial futures above and beyond - and you'll be inspired to reach your own goals, too. As a wholly owned subsidiary of MassMutual, MassMutual Ascend continues to be an employer of choice in the Cincinnati, Ohio community. MassMutual Ascend Life Insurance Company is an Equal Employment Opportunity employer. We welcome all persons to apply. At MassMutual Ascend we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance..
    $33k-55k yearly Auto-Apply 38d ago
  • Associate Attorney | Atlanta GA

    Arc Group 4.3company rating

    Atlanta, GA jobs

    Associate Attorney Atlanta, GA 30341 (Fully Remote with Hybrid/Onsite Requirements) Enjoy working from home? ARC Group is seeking a highly motivated Associate Attorney to join our client's team. This fully remote position includes a hybrid component, requiring occasional court appearances and onsite meetings. The ideal candidate will oversee legal matters from inception through post-judgment remedies, delivering high-quality legal representation, treating clients with fairness and respect, and thriving in a fast-paced, high-volume environment. Key Responsibilities: Manage a high-volume caseload, providing expert analysis and guidance on legal and regulatory risks. Conduct thorough legal research, draft legal documents, and present arguments effectively in court. Negotiate with opposing counsel to achieve favorable resolutions. Attend court hearings and legal proceedings as needed, including travel to various courts within Georgia. Collaborate with the Managing Attorney to report case activity, outcomes, and results. Maintain professionalism and uphold ethical standards in all interactions with clients, colleagues, and opposing counsel. Qualifications: Education: J.D. from an accredited law school. Licensing: Active license to practice law in Georgia is required. Licenses in other states (SC, TN, FL, VA, MD, MI, OH) or UBE passage is a plus but not mandatory. Experience: 0-3 years of experience in bankruptcy/collections or civil law litigation, including court proceedings and regulatory compliance. Exceptional legal research, writing, and oral communication skills. Strong attention to detail, organization, and the ability to thrive in a high-volume, fast-paced environment. Willingness to travel within Georgia for court appearances and client meetings as required. Why Join Us: Work with a nationally recognized legal firm offering a collaborative and supportive environment. Flexible work arrangement with fully remote capabilities and occasional onsite requirements. Opportunity to develop legal expertise across multiple practice areas and jurisdictions.
    $58k-100k yearly est. 2d ago
  • Remote Tax Director - Corporate & Startups Practice

    Escalon Services, Inc. 4.1company rating

    Chicago, IL jobs

    A Business Process Management firm is looking for a Tax Director to oversee tax services for multiple clients, ensuring compliance with regulations. The ideal candidate will have 12+ years of experience in a complex tax environment and possess strong technical tax proficiency. Responsibilities include client interaction, mentoring tax staff, and providing technical guidance. This remote role offers various health benefits and emphasizes professional growth. #J-18808-Ljbffr
    $109k-164k yearly est. 1d ago
  • AAC Enrollment Fully Licensed Producer - Hybrid - PHX, AZ / Sunrise, FL

    American Express 4.8company rating

    Indianapolis, IN jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. As a brand built on going above and beyond to provide the best customer experience, having the most exceptional colleagues is paramount. As the face of the company, you can create positive interactions with our customers every day - from curating a unique travel or lifestyle experience to helping them with their everyday needs. And you can grow your skills through industry-leading training and ongoing coaching, all while learning what it means to continually set the standard for world class, customer-first service. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually **Your duties may include but are not limited to:** + Deliver world-class customer service, by explaining our related benefits and responding to customer inquiries and concerns over the phone + Establish a good liaison with our client's customers while providing quotes or enrolling in various products + Document necessary information, such as claim details, customer's change of details, and other pertinent information + Build meaningful relationships with our customers through a customer first approach, which would entail understanding their situation and needs, answering questions, and ensuring each customer knows American Express has their back. + Enhance our customers' experience through personalized service, active listening and effective problem solving, while consistently treating customers with a high level of respect + Follow underwriting, Compliance and Regulatory requirements and corporate policies + Track and monitor personal results to meet key performance goals to achieve productivity goals and comply with all regulatory requirements + Navigate computer systems and applications to service our customers, and enable them to get the most from our online platform + Manage other production related activities, such as complaints and escalations + Handle inbound calls for multiple products with no prospecting or cold calling + Complete mandatory licensure continuing education and other training sessions as appropriate + Remain positioned and well informed of changes implemented that affect your work **Skills/Qualifications:** + Florida applicants must possess a Resident General Lines Producer insurance license (2-20) OR have an active, Resident Personal Lines license (20-44) for 1 years + Arizona applicants must possess Resident Producer Property and Casualty as well as Accident and Health licenses. + Ability to become appointed/licensed as a non-resident agent in all applicable states + English language fluency required + High school diploma or GED + Solid computer, grammar, and multi-tasking skills + Relationship builder who has passion for delivering exceptional service + Excellent verbal, written and interpersonal communication skills Strong customer service skills and the ability to de-escalate customer situations + Demonstrates personal excellence by remaining positive in difficult situations + Self-confident, optimistic and supports a team environment + Critical, analytical, and forward thinking when problem-solving, and must possess exceptional time management, organizational, and active listening skills + Quick learner, who possesses the ability and resiliency to work in a fast-paced and dynamic environment, where multi-tasking, changing priorities, and use of multiple systems is part of the daily expectations + Ability to demonstrate initiative with minimal supervision to drive results + Superior level of accuracy and attention to detail + Strong proficiency in PC skills, including MS Word and Excel **Must be flexible to work any schedule/hours within the hours of operation, to support our servicing levels:** + Monday-Friday: 8:00am - 9:00pm ET + Saturday-Sunday: 10:00 am-6:30pmET + Primary Location: Sunrise Florida / Phoenix, AZ + Organization: Global Services + Schedule: Full-time + Job Band 25 **Qualifications** Salary Range: $20.00 to $38.45 hourly bonus benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions **Job:** Customer Service **Primary Location:** United States **Schedule** Full-time **Req ID:** 26000361
    $72k-97k yearly est. 2d ago
  • Hybrid Transactions Analyst

    Harbourvest Partners (U.K.) Limited 4.5company rating

    Boston, MA jobs

    A global private markets firm is seeking an experienced Analyst to join their Transactions team in Boston. This hybrid role involves supporting the investment function, coordinating documentation, and ensuring compliance across multiple teams. The ideal candidate is exceptionally organized, detail-oriented, and proficient in Microsoft Office. With a competitive salary range of $70,000 - $90,000 and additional benefits, this position offers opportunities for growth in a collaborative environment. #J-18808-Ljbffr
    $70k-90k yearly 5d ago

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