Service Specialist jobs at Edward Jones - 9756 jobs

The position is set in a fast-paced, time-sensitive environment and requires good problem-solving skills, accuracy, and attention to detail. An ideal candidate would enjoy working in a positive, team-oriented workplace. Responsible for monitoring and processing all deposit related items as they relate to various system applications -1Source and Unity requests, wire transfer, ACH, and electronic funds transfer. Demonstrate Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Daily processing of incoming and outgoing domestic and international wires. Research and post incoming ACH return items, complete research and corrections related to customer ACH inquiries. Processes ACH deceased returns and reclamations. Daily reconciliation of various ACH internal and general ledger accounts Daily research and correcting transactional errors. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Two years' experience in banking or financial services or other related experience. High School Diploma or equivalent, with office administrative skills or certification. Strong customer service and problem-solving skills and demonstrated ability to respond to inquiries with tact, diplomacy and patience. Exceptional organization, time management and follow-up skills. Excellent interpersonal skills and ability to communicate effectively with customers, bank employees and outside service providers. Ability to follow detailed instructions and a wide range of procedures requiring sound judgement. Must have proficient typing and computer skills, specifically Microsoft Word and Excel and the ability to navigate computer programs. Possess the ability and desire to be cross-trained in many different job duties within the department. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files of up to 15 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIf5da7f0b69c3-37***********4

Our Customer Service Representatives are responsible for assisting potential borrowers and current customers with questions regarding loan products, evaluating vehicles, managing customer's loans and payments, daily communication with customers regarding their accounts and making courtesy calls when necessary. LoanMax Title Loans offers their employees: Competitive Salaries Paid Holiday Vacations Paid on the Job Training Full Time Positions- Monday to Friday with a rotating Saturday schedule Best of all Never Work on Sundays! Job Requirements General: Must be Able to Work Full Time Great attitude Excellent Communication Skill Detail Oriented Education: Must have a High School Diploma Work Experience: Previous Customer Service Experience Computer and Data Entry Experience Personal: We pride ourselves in the service we provide to our customers, and we have high expectations for our Customer Service Representatives. We are looking for an individual that is motivated, honest, dependable, and most of all someone that is searching for an exceptional career opportunity . About Us: LoanMax Title Loans is one of America's most respected title loan companies. LoanMax Title Loans and its affiliated companies own and operate nearly 1,000 stores in more than twenty states nationwide. Since the day we opened in 1990, we have been committed to helping customers get the hassle-free cash they need. Our company's mission is to provide short-term loans to our customers using a process that is fast and hassle-free, terms that are straight-forward and transparent, and prices that are among the lowest in the industry. We do all this while providing you with the excellent customer service you deserve and the honesty and integrity that you would expect. Our Customer Service Representatives are the heart of our business. We are actively recruiting candidates that are looking for a career opportunity with our company. We value the relationships we have cultivated in the communities we serve and expect our employees to be an example of honesty and respect when dealing with them. We have a special approach to business and we only want candidates that can step up and work towards the exceptional customer service and image we represent. Must be able to pass a company background screening, including a credit, criminal and background check.

A leading investment bank in Chicago is seeking an experienced Investment Banking Associate to join their Services & Industrials team. This role involves financial analysis, M&A execution, and fostering relationships within an inclusive environment. The candidate should have a bachelor's degree and 2+ years of relevant experience. The position offers a competitive salary range of $135,000 - $225,000 with additional incentive compensation. #J-18808-Ljbffr

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. To read more about our client offerings visit: Charles Schwab - Investor Services What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

A leading investment bank in Baltimore is seeking an Investment Banking Associate to support the Industrial & Rental Services Group. The role involves industry research, financial modeling, pitch preparation, and mentoring Analysts. Candidates should have 2-4 years of investment banking experience and possess strong quantitative and interpersonal skills. A competitive salary between $150,000 - $170,000 along with a comprehensive benefits package is offered. #J-18808-Ljbffr

IAA is seeking a Customer Asset (Inventory) Specialist to join our team in office in Clinton, ME! The Inventory Specialist addresses all customer inquiries under the direction of the Office Supervisor, including all clerical duties needed in the office, and maintain clear proactive processes during the life cycle of a Financial, Fleet, or Rental Sourced vehicle. Role will focus on cycle time reduction and effective internal communication of next step items needed to process a vehicle for sale. This role is a Hybrid role requiring up to 3 days in office out our facility in Clinton, ME upon the completion of in office training. Responsibilities Provide a variety of customer support services through email, mail, telephone, and direct personal contact. Responsible for review of asset situation and recommend next steps Accountable for informing & and monitoring the customers SLA Terms & Conditions to operations mediate complex logistics issues, requiring the ability to communicate clearly and directly Coordinate with other departments to ensure customer satisfaction. Process orders and assignments. Enter data into computer systems. Reference pricing and delivery information. Perform computer processing assignments Respond to customer questions, complaints, and requests. Set up new records and maintain existing records. Process all necessary title paperwork in preparation for auction day Other duties as assigned to meet business needs. Qualifications Ability to analyze statistical and performance data, develop management summary reports, and proactively develop action plans. Extremely detail-oriented, organized, methodical, quality-conscious, and customer-centric, with a reputation for superb follow-through. Ability to learn quickly and work in a fast-paced environment. Excellent oral and written communication skills. Ability to listen & empathize with the customer, working with them to try to resolve any issues. Ability to work independently and within a team environment. Ability to work within project timelines, establish priorities, and meet milestones and deliverables. Must be innovative, results/detail-oriented, and a team player. Demonstrates a high level of integrity and ethics; makes sound decisions in a dynamic and fast-paced business environment. Education and Preferred Skills: High School diploma or equivalent experience required. 1-2 years of customer service or related experience preferred. Experience with Microsoft Office, strong Excel skills required. Experience with Five9 and Salesforce is a plus.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. To read more about our client offerings visit: Charles Schwab - Investor Services What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

J.P. Morgan Advisors - Senior Client Associate - Boston, MA Job Information Job Category Client Advisory Business Unit Consumer & Community Banking Posting Date 01/09/2026, 10:32 PM Job Schedule Full time Job Shift Day Job Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account‑specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings Required qualifications, capabilities, and skills: Bachelor's degree or equivalent experience Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date Proven ability to be a self‑starter, act as an end‑to‑end owner of tasks and work independently in a fast‑paced environment Proactively identify and deliver appropriate solutions that address the needs of our clients Ability to communicate effectively clients and team members while maintaining professionalism in difficult situations Preferred qualifications, capabilities, and skills: Able to adapt and stay abreast of changing technology and regulatory policies Highly proficient user of Word, PowerPoint, and Excel About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr

A leading financial institution is seeking a Senior Client Associate in Boston to provide dedicated support to Financial Advisors and clients. The role requires a Bachelor's degree and the ability to handle client onboarding, and interactions while delivering excellent service. Preferred skills include effective communication and proficiency in Microsoft Office tools. Competitive compensation and benefits are included, with a focus on diversity and inclusion in the workplace. #J-18808-Ljbffr

Basic Function: The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners. Principal Responsibilities: Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner. Assist customers with deposits, withdrawals, or payments and resolve client concerns. Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers. Open commercial and consumer accounts and assist customers with routine account related inquiries. Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction. Utilize Sales Force to track client interactions. Assist with branch vault opening, closing and balancing procedures. Inform customers about bank products and services. Always maintain a professional appearance and demeanor. Comply with all department Security, company policies, procedures, and regulations. Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements. Background and Experience: High school diploma or equivalent required, and 1-3 years Teller/customer service experience. Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees. Excellent organizational and time management skills. Ability to work independently with little to no supervision. Cash handling experience preferred. High level of accountability, efficiency, and accuracy. Prior Customer Service experience. Microsoft Office and Excel skills. Salesforce experience preferred. Location: Esquire Bank, Jericho, NY (On-site) Full time - M-F 8:30 am - 5:30 pm Estimated Salary Range: $40,000 - $55,000 / year Compensation may vary based on education, skills, qualifications and/or expertise.

The CSAT Agent safeguards customer satisfaction during circuit discontinuance and migration activities across designated wire centers. You will proactively communicate, capture feedback, resolve issues, and drive CSAT improvements throughout the transition, partnering closely with Engagement Managers, Fulfillment Executors, and Data Analysts. The objective is to ensure continuity of service, transparent communication, and optimal customer satisfaction during migrations and disconnections. CSAT measurement & improvement: Run structured CSAT touchpoints (surveys, callbacks), log qualitative comments, and convert feedback into improvement actions. Collaborate with Data Analysts to segment dissatisfaction drivers and publish weekly insight summaries to pod leadership. Stakeholder collaboration Work hand‑in‑hand with Engagement Managers and client sales teams to align messaging and resolve customer concerns quickly. Maintain accurate case notes and status in program trackers/dashboards; contribute to governance and reporting cadences. Compliance & documentation Adhere to AT&T standards for data accuracy, privacy, and communication records; ensure inventory disposition is reflected in the systems of record. Outcomes & KPIs (program‑aligned) Customer Satisfaction (CSAT): Achieve/maintain target CSAT for migration interactions; reduce escalations week‑over‑week across pods. (Program emphasis on “optimal customer satisfaction.”) First‑Contact Resolution (FCR): Resolve defined classes of issues without handoff; hit FCR targets agreed in pod runbooks. Communication Quality: 100% adherence to approved outreach scripts and compliance requirements; zero privacy incidents. Data Hygiene: 100% accurate case logging and disposition updates in trackers/dashboards. Qualifications: 2-4 years in customer success, enterprise care, or telecom migration projects with measurable CSAT outcomes. Excellent verbal/written communication; ability to simplify complex migration steps for enterprise stakeholders. Experience with ticketing/CRM tools and structured survey/feedback collection. Salary Range: $40,000 - $55,000 per year

Real Estate Servicing Specialist Location: Berrien Springs, MI Job Id: 3147 # of Openings: 2 Real Estate Servicing Specialist - Berrien Springs (Full-Time) This is a Hybrid Work Eligible position. You may be required to come into the Operations Center in Berrien Springs, MI as needed to ensure business needs are met. ABOUT HONOR: At Honor Credit Union, we've been putting members first since 1934. Our team remains true to our member promise: Providing Solutions For Your Financial Success. Honor members enjoy extraordinary member service at 28 branches, and worldwide through online banking. OUR TEAM: As a team member at Honor Credit Union, you are genuinely part of a family. We leave the term "employee" at the door because you're much more than that; you're a valued member of the Honor Team and its success. We don't settle for good; we strive to be great, and that starts with the individuals that live out the "I Am Honor" promise every day. At our core, we are obsessed with providing extraordinary member experience with solutions for financial success. We are rooted in the belief that finances don't have to be intimidating and giving back to the communities we serve is essential. We are made up of outgoing, positive, friendly, and highly experienced individuals, which creates an inclusive, stimulating atmosphere. Smiling is the epitome of our culture, and like kindness, we believe smiling is contagious - it's no accident that you'll find a smiley face on all things Honor. COMMITMENTS TO LIVING "I AM HONOR": Act with Urgency and Care - You have the direct authority and responsibility to act and seek out solutions. The Platinum Rule - Treat others the way they want to be treated. Make the Connection - Develop genuine relationships so you can provide a "WOW" experience. See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized. Reason over Rules - Make decisions that are good for the person and good for Honor. Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs. WHAT WE ARE LOOKING FOR: Responsible for providing servicing support for all mortgage and home equity loans including assisting members and providing clerical support. Responsible for all servicing functions of portfolio and secondary market loans. Performs funding of loan and delivery of funded loans to Investors. Performs daily and monthly reporting and reconciliation tasks with investors. Processes loan reviews and renewals of mortgage and home equity portfolios. WHAT WE EXPECT FROM YOU: EDUCATION/CERTIFICATION: High School diploma or equivalent. EXPERIENCE REQUIRED: One to three years of similar or related experience, including time spent in preparatory positions. KNOWLEDGE/SKILLS/ABILITES: Understanding of mortgage loan servicing functions including home equity loans; knowledge of mortgage related requirements, procedures, and general underwriting preferred. Must have demonstrated ability to keep finances in order. Good math skills/analytical skills. Must be proficient with computer skills. Organized and must be a multi-tasker. Understands and complies with all applicable laws and regulations. Exceptional problem-solving skills. WHAT'S IN IT FOR YOU: Honor has excellent benefits for all full and part time team members. We offer: Medical with prescription coverage, Dental, and Vision. 401k employer contribution & matching program. Paid time off and paid holidays (including your birthday!). Paid community volunteer hours. Wellbeing spending account. Various discounts on credit union products and services for team members & their families. Additional perks included. Apply for this Position

This person will support one Financial Advisor (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo). The office is located in Minnetonka and the expectation is they go into the office every day. What You Will Do: Act as a liaison between the registered representatives and their clients. Answer phones, schedule appointments, and prepare materials for client meetings. Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients. Prepare and complete client paperwork and follow up tasks to support registered representative. Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met. Organize client events and follow up tasks. Maintain client records and retention management within corporate requirements. Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client's Quarterly/Annual Reviews). Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients' expectations for timely service delivery are met. Educate clients on account services, capabilities, and new technology. Complete required corporate training on new technologies and follow implementation guidelines. Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner. Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes. What You Will Have: High School Diploma or GED Experience in an administrative or customer service role Strong time management skills Excellent written and verbal communication skills Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs What is Nice to Have: Previous experience in assisting Registered Representatives/Financial Advisors Financial services and/or banking background Bachelor's degree in Finance, Business, Marketing, or Communications Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors Compensation: This is a non-exempt hourly role that ranges from $25-$31/ hr., plus competitive performance-based compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations. #LI-Onsite About Us What we give you in return: Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

Performs loan servicing functions; complies with all Bank lending policy and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act. Perform loan servicing from new loan barding, process and monitor loan payment transactions, payoff demand requests, loan payoffs, insurance tracking and rate changes; Coordinate daily activities and functions of loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies; Assist customers and staff with loan-related inquiries; Perform loan account maintenance; Ensure compliance with all applicable government, investors, and bank regulations; Perform other duties as assigned QUALIFICATIONS EDUCATION: AA degree or equivalent EXPERIENCE: No experience required. Experience in mortgage servicing/lending is a plus SKILLS/ABILITES Strong interpersonal and customer service skills Positive attitude PC proficiency in Microsoft Office Detail-oriented and follow-through skills. Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

Performs routine mortgage loan servicing functions. Ensures compliance with established Company policies and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act. Performs new account system maintenance including but not limited to manual boarding of loans in the system Monitors escrow payments and track delinquencies through the life of the loan Coordinates daily activities and functions of mortgage loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies Research customer and internal inquiries and delivers a response or solution & provide effective customer service and assist in resolving problems within given authority. Processes payments, disbursements, and other transactions Provides support to the team where assistance is needed; acts as a backup for various mortgage loan servicing functions Ensures compliance with all applicable government, investor, and bank regulations Investor Accounting Performs other duties as assigned QUALIFICATIONS EDUCATION: AA degree or equivalent EXPERIENCE: Minimum 1-3 years of mortgage servicing experience or related banking experience. SKILLS/ABILITIES Strong interpersonal and customer service skills Positive attitude PC proficient in Microsoft Office Detail-oriented and follow- through skills Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, Hawaii, New Jersey, New York, and Chicago. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website **************************** . Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. We're seeking a future team member for the role of Associate, Client Processing Representative I to join our Wealth Management team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Apply expertise and judgment in providing quality and complex client service and support to internal and external clients daily, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations, accounting services, and timely updates to client accounts. Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation, and manual processing of updates to client accounts or company records. Serve as the primary point of contact for clients, executing all correspondent requisites accurately and promptly with an understanding of the underlying business and specific client needs. Maintain correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks. To be successful in this role, we're seeking the following: High school/secondary school diploma or the equivalent combination of education and experience is required; Bachelor's degree preferred. 5-7 years of total work experience preferred. Experience in brokerage processing preferred. Applicable local/regional licenses or certifications as required by the business. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Schwab Wealth Advisory is Schwab's premier, fee-based, and non-discretionary wealth management program, passionate about delivering exceptional service to help clients achieve their financial goals. We believe that wealth management should be designed to reflect clients' unique circumstances and needs. As a Concierge for Schwab Wealth Advisory, you will deliver premium operational service and support to Regional Wealth Advisors, Associate Wealth Advisors, and Financial Consultants through active case management across several operational workflows. We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as am Support Associate. As a Concierge, you will be a part of a fast-paced environment on a small, highly reciprocal team of 10-12 professionals. You will play an integral role to the success of Schwab Wealth Advisory by servicing our advisors and other key business partners via operational requests and case management. You will be responsible for delivering extraordinary and consistent business partner support experiences, proactively engaging client base in accordance with casework, and strengthening client and business partner relationships. You will leverage your financial services experience to provide resolutions on foundational needs regarding portfolio management, financial planning, and financial markets/economy. This opportunity will allow you to build a strong foundation in supporting wealth management practices. Your manager will be focused on your professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory. Other areas where you will maintain and grow your competencies: Client Orientation: Provide white glove service through strong problem resolution and anticipating client needs. Exceptional Oral and Written Communication: Highly effective communication skills and the ability to articulate our processes and operating standards to Advisors, Financial Consultants, and other key business partners. Thoroughness: Strong acumen for operational accuracy and business partner follow-up. Proactively leverage tools and resources within their problem-solving process. Strong accuracy in communications and casework with minimal errors. Building Collaborative Relationships: Ability to connect with others in a way that fosters trust and creates collaborative relationships; Must be able to develop and maintain good cross departmental working relationships. Fostering Teamwork: Ability to collaborate and support team members through a relational work style. Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously. What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications Active and valid FINRA Series 7 license required Active and valid FINRA 66 or 63/65 licenses required (may be obtained with a 120-day COE) Minimum 1 year of experience in the financial services industry Preferred Qualifications Experience servicing high-net-worth clients preferred Experience supporting financial advisors preferred Experience with CRM software such as Salesforce preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

About Minnwest: Minnwest is a family owned, community bank based in Minnesota and South Dakota. We believe our success is measured by the extent in which we have a positive impact on the communities we serve. We are committed to building strong, vibrant communities through our core values: The customer is the first priority. We will keep all of the commitments we make. We are the people who get things done. We will work together as a team. Job Summary: As a member of the Mortgage team, Mortgage Operations Specialists have a critical role in providing a knock-out customer experience (KOCE) and ensuring that our customers are our first priority. Mortgage Ops Specialists are the critical support during peak cycles for our Intermediate Mortgage Specialists and Processors. Primary responsibilities include communicating with and ordering accurate documentation from third party vendors. Duties and Responsibilities (including but not limited to): Order flood certification and USPS address certification Prepare accurate initial disclosures and deliver to borrower(s) within 3 days of TRID application date Review pipeline daily to confirm all disclosures have been disclosed to meet TRID timing Validate eDisclosed, but no eSigned loans and send hard copy disclosures in compliance with regulations Determine type of appraisal to be ordered and order through Appraisal Firewall or ResidX Communicating accurate order information for title, order survey as needed Follow up on appraisal and title orders to ensure received in a timely manner Order insurance declaration pages with mortgage clause for subject properties and request REO insurance costs Order all written and verbal verifications of employment, mortgage, rent or deposit as needed for timely loan approval Minimum Requirements: High school diploma 1 year in real estate or banking related job Dependability, ability to organize and prioritize, and work independently Ability to communicate effectively in writing, in person and frequently over the phone Multi-task, problem-solve and research areas for required documentation with high attention to detail Proficient computer skills including Word and Excel experience Preferred Qualifications: Bachelor's degree Previous loan operations, loan processing or mortgage department experience Schedule: Monday - Friday: 8:00 a.m. - 5:00 p.m. Workplace Environment: Requires face-to-face interaction and coordination of work with other employees and departments, and in-person interaction. Working at a computer and utilizing a telephone Occasionally lifting up to 50lbs Pay Range: $18.40 - $22.05 hourly The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. The salary range represents anticipated base pay for this role. The actual pay offered will consider internal equity and may vary based on factors including but not limited to work location, candidate's job-related knowledge, skills, and experience, among other factors. Minnwest Benefits: In addition to salary, Minnwest Bank offers a comprehensive benefits package, including incentive and recognition programs. Minnwest Bank is focused on taking care of our employees and their families, and supporting their health and financial well-being, including: Comprehensive Medical, Vision and Dental Insurance Retirement savings including 401(k) with Employer Match and Employee Stock Ownership Plan (ESOP) Paid Holidays and Competitive Paid Vacation Days Paid Parental Leave Short- and Long-Term Disability Life, Critical Illness, and Accidental Insurance Tuition Reimbursement and Career Development Opportunities Employee Assistance Program (EAP) Paid Time Off to volunteer in your community Opportunities to connect with others through our diversity and inclusion focused Employee Resource Group All benefits are subject to eligibility requirements. A full background check, including federal, state, county, and civil, and general financial credit check will be conducted on the final candidate for this position. Candidate must pass the background check and financial credit check in order to obtain employment with Minnwest. Failure to meet any of the requirements may result in a rescission of your offer of employment. EEO: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Description: CHB Specialist We are the Human Standard in Global Logistics. Founded in 1999, with a singular idea: to bring integrity and honor to the freightforwarding market. Today, we are a leader in global logistics and got here because we have stayed true to our core values. We have offices in Mobile, AL, Savannah, GA and Charleston, SC. Visit our website for more information. ***************************** Location: Candidates will be considered in Savannah, GA, Charleston, SC or Mobile, AL Work Schedule: Onsite Monday-Friday By joining the ASF Team you will receive… Company-paid benefits available: Dental insurance Short-term and long-term disability 50,000 Group Term Life insurance policy (7) Paid holidays and (15) days PTO per calendar year 401(k) Retirement plan with employer matching. Employees are 100% vested at enrollment. Additional Benefits available for purchase: Blue Cross Blue Shield plan for employee and dependents, vision insurance, critical illness, accident, and additional voluntary term life insurance. Responsibilities / Essential Functions: Arrange customs clearance in all USA ports for all inbound goods for various importcustomers. The ideal candidate will be able to handle logistics flow from origin to final delivery to ensure maximum efficiency. This position requires working knowledge of customs regulations and compliance documentation. To succeed in this role, you should have organizational skills, attention to detail, and effective communication abilities. A customer- focused approach is an essential job function. Duties: Classify goods using the Harmonized Tariff Schedule (HTS) or Harmonized System (HS) codes to determine applicable duties, taxes, and eligibility for trade agreements. Prepare, review, and submit customs documentation, including invoices, packing lists, bills of lading, certificates of origin, and import/export declarations. Calculate and process payments for duties, taxes, fees, and other charges owed to customs authorities. Ensure compliance with international trade regulations, including free trade agreements (e.g., USMCA), anti-dumping duties, sanctions, and partner government agency (PGA) requirements. Coordinate with customs brokers, freight forwarders, carriers, suppliers, and government officials to clear shipments and resolve issues like inspections or discrepancies. Monitor shipments for timely clearance, audit entries for accuracy, and handle post-entry amendments or protests for refunds. Stay updated on changes in customs laws, tariffs, and regulations; conduct compliance audits and risk assessments. Advise internal teams or clients on trade compliance best practices, valuation methods, and special programs (e.g., duty drawback). Maintain records for audits and communicate with stakeholders to prevent delays or fines. Education and Experience: Bachelor's degree in business administration or related field preferred Ocean import/export experience preferred Minimum of 2 years of experience in import/export operations, customs brokerage, or trade compliance required