Finance service representative jobs in Glendale, CA

APR Consulting, Inc. has been engaged to identify a Financial Administrative Representative Position: Financial Administrative Representative (Part time) Pay Rate: $24.57/hour Duration: 3 months with possibility of extension Schedule: Night shift: 5:00 PM- 1:30 AM POSITION SUMMARY The Emergency Financial Representative is responsible for ensuring reimbursement to our client from patients or other responsible parties along with assisting patients in understanding their health care insurance coverage by determining eligibility, benefits and utilization requirements. The Emergency Financial Representative is responsible for up-front POS collections, along with financially securing patients accounts by setting up appropriate financial arrangements with patients to avoid bad debt. The Emergency Financial Representative when appropriate assists patients in accessing programs such as Medi-Cal, Uncompensated Care, and Hospital Presumptive Eligibility. Emergency Financial Representative will focus on individual performance in registration and financial counseling, Key Performance Indicators and expediting approvals by gathering and completing forms before the patient is discharged from the Emergency department. Emergency Financial Representative will continue to enhance their registration and the fundamental financial knowledge and skill set required and expected of this role, which is inclusive of the diverse financial programs offered at the client. The Emergency Financial Representative's interaction with patients will only transpire after a medical screening exam has been performed. All patients are seen regardless of their insurance coverage or their ability to pay. The Emergency Financial Representative will complete the comprehensive training program and certification as required to facilitate eligibility for Hospital Presumptive Eligibility qualifications when necessary. SPECIFIC SKILLS NEEDED Demonstrates a clear understanding of the client's mission and values Ability to work directly with the insurance company, healthcare provider, and patients Ability to generate revenue with POS collections, establishing payment arrangements, along with collecting on all Self-Pay and/or high liability accounts at the point of registration. EMTALA knowledge and experience Demonstrates attention to detail and follow up process Demonstrates ability to communicate effectively and tactfully with patients, healthcare providers and insurance companies Excellent English reading, comprehension and written skills to include spelling skills and penmanship Excellent Mathematical skills; ability to calculate copay or percentage of financial estimate amount due and/or establish payment arrangements accurately. Ability to follow directions as outlined in policies or given by supervisor Strong computer skills to include typing 45+ wpm minimum and in MS office programs Excellent organizational skills Ability to exercise independent judgment at times of need and emergency situations Bilingual preferred Interacts with all levels of hospital and outside vendor staff and knowledge of government regulations Ability to multi-task in a fast and high pressure environment Stringent adherence to all privacy policies and procedures and as required by state and federal law including and not limited to the HIPPA Security and Privacy Rules Strong analytical skills, problem solving. The ability to act and decide accordingly. EDUCATION/EXPERIENCE/TRAINING Required Minimum of two (2) year experience in front office/medical billing and/or current hospital registration/admitting Minimum of two (2) year experience in insurance verification and/or medical/hospital billing. High school graduate required or equivalent Knowledge of eligibility requirements for Medi-Cal, Hospital Presumptive Eligibility Program, Medicare, Covered California, Cobra, limited benefit plans, VVC and Uncompensated Care Programs. IPA knowledge Medical terminology Non-Violent Crisis Intervention (NCI) Certification within three (3) months of hire date LA City Fire Card within 2 week of employment This particular client is requiring that all new hires show proof of vaccination. However, accommodations may be made for those with disabilities or religious reasons who cannot obtain a vaccine. Since 1980 APR Consulting, Inc. has provided professional recruiting and contingent workforce solutions to a diverse mix of clients, industries, and skill sets nationwide. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Don't miss out on this amazing opportunity! If you feel your experience is a match for this position please apply today and join our team. We look forward to working with you!

Our client is seeking candidates for an Oracle Cloud Finance Specialist. This analyst will be part of the Fusion Cloud team, specializing in Financial functions (General Ledger, Sub-Ledgers, Accounts Payables, Accounts Receivables, Chart of Accounts, Fixed Assets, Inter Company Transactions), and related business functions. Location: Torrance, CA Work Hours: 9:00am - 5:00pm PST Work Schedule: Monday and Friday Remote. Onsite Tues/Wed/Thurs Expected Compensation: $160K - $175K base salary, plus annual bonus (10%). The offered compensation to a successful candidate will be dependent on several factors that may include (but are not limited to) the type and length of experience within the industry, education, etc. Position Description: This individual will be responsible for resolution of day-to-day user service requests, implementation of enhancements and new modules, and redesign of current processes to optimize the use of the ERP software. Elicit, analyze, validate, and document the stated and implicit business requirements and map those requirements to the features and functions provided by Oracle Fusion Cloud ERP Serve as a liaison between business stakeholders and the IT teams to specify business and system processes for implementation on Oracle Fusion Cloud ERP Identify and document technical and functional gaps in the current state of the implementation of Oracle Fusion Cloud ERP Develop and implement remediation plans to improve the current state of implementation Identify opportunities to leverage additional features and functions within the software to improve business operations Provide functional support to end users including issue resolution and performing root cause analysis Collaborate with internal and external teams to resolve issues in transactions and dataflows that span multiple systems integrating with the Oracle Fusion Cloud ERP Required Skills: Bachelor's degree in Business, Accounting, Computer Science, or equivalent technical and business experience. 5-6 years experience as an Oracle Cloud business analyst Expert level knowledge of the Oracle Fusion Cloud ERP modules of General Ledger, Payables, Receivables, Chart of Accounts, Fixed Assets, and Inter Company Transactions. Experience with process mapping, group facilitation, data gathering and analysis Minimum 2 large scale Oracle ERP Cloud implementations. Proven project delivery through full life cycle from requirements through deployment /support. Experience with one or more Oracle Reporting tools including Financial Reporting Studio (FRS), Smart View, OTBI, BI Reports, QlikView and/or Tableau. Soft Skills: Must be self-motivated. Ability to work independently with minimal supervision. Strong interpersonal skills and communication skills. Ability to write reports, business correspondence, and procedure manuals. Please apply today!

As the department's first responder, the Tier 1 Customer Service Agent is crucial for building and maintaining the company's positive reputation. The role requires a high level of professionalism while assisting customers within our Zendesk ticketing system via phones, emails, text messages, and chat. Responsibilities also include, but are not limited to, processing customer returns, issuing refunds, handling claims, creating package replacements, supporting store associates, guiding customers through their shopping experience, troubleshooting technical issues, and triaging issues with other departments. Essential Job Functions: Provide amazing (above and beyond) service across multiple channels Provides exceptional customer service leveraging strong problem solving and professional communication skills Ensures all customer service assigned cases/activities are brought to resolution and properly communicated to the customer Uses problem solving skills and works with internal resources to analyze requests/data and determine root causes of issues Documents every customer service interaction in Shopify and Zendesk as appropriate for the interaction Adheres to Customer Service procedures to handle escalation process for tier 2/3 Works as a team member and reports issues to management that are important to area/process improvement. Uses appropriate judgment in upward communication regarding department or employee concerns. Meets performance expectations (KPIs) by achieving or exceeding departmental goals and objectives such as quality and productivity measures (AHT, CSAT, etc…) Continuously adhering to our Quality Assurance standards Contributes to team effort to help achieve department objectives Provide knowledgeable answers to questions about products, pricing and availability. Become a product expert and understand each customer's needs to provide real, effective solutions and deliver exceptional customer service. Job Qualifications/Requirements: Knowledge of Zendesk is a plus Available during business hours, including evenings and weekends. Be a creative problem solver Comfortable working in a high stress fast changing environment Polite, friendly attitude to deal pleasantly with customers and agents Cheerful, engaged, and uplifting tone during customer interactions Reliable in Attendance & Punctuality Ability to work under deadlines Strong multi-tasking skills Type 45 WPM Clear and articulate speaking voice Command of the English language Bilingual in Spanish a plus Computer/Internet skills/Word/Excel Mathematical skills Organizational Skills HS Diploma Physical Demands: Sitting at a desk/computer all day. The environment is fast paced, and indoor temperature conditions apply. WINDSOR EQUAL OPPORTUNITY EMPLOYER

Cotton Candy La , is looking for a full-time Sales Representative. You will be responsible for developing and managing relationships with retail clients, presenting new collections, and driving sales growth across existing and new accounts. You'll serve as a key link between our design and production teams and our retail partners - ensuring every client experience reflects our brand's quality and vision. Develop and maintain strong relationships with retail buyers and key accounts. Provide and manage product knowledge and product information Present seasonal collections to clients (in-person, virtual, and at trade shows). Account relationship management, scanning orders, and hands-on trade show execution/sales. Manage order follow-ups, confirmations, and deliveries in collaboration with the production team. Maintaining customer database by updating account profiles with accurate information Achieve monthly and quarterly sales targets. Partner with team members to hit sales objectives and ensure a seamless process. Represent the brand at trade shows, showroom appointments, and industry events. ⸻ Qualifications 1+ years of experience in fashion wholesale or B2B sales (preferred). Strong understanding of retail buying cycles and the fashion industry. Excellent communication, presentation, and negotiation skills. Proven ability to build and maintain long-term client relationships. Self-motivated, goal-oriented, and organized. Successfully contribute to team efforts in a fast-moving workplace. Comfortable with travel Computer proficiency, CRM Tools, and wholesale platforms like N41. Job Type: Full-time Pay: $42,000.00 - $58,000.00 per year Benefits: Employee discount Health insurance Paid time off

California Mantel & Fireplace, Inc. has been a trusted whole hearth supplier for 30 years, manufacturing and installing mantels and leading fireplace brands, Heatilator and Heat & Glo. Our goal is to provide a centerpiece of warmth and class for every home, creating the desired look and feel for our customers. We are recognized by the building industry as setting the highest standard in value, quality, and customer service. Based in Sacramento, CA with a division in Anaheim, CA, we service the nation's largest developers, custom homeowners, and homebuilders. Our extensive selection of styles, finishes, and colors ensures an elegant fireplace mantel that is custom-fitted and installed with precision and care by trained professionals. Role Description This is a full-time, on-site role for a Sales Representative located in Anaheim, CA. The Sales Representative will be responsible for building and maintaining relationships with customers, identifying sales opportunities, presenting and explaining the features and benefits of our products, and completing sales transactions. The Sales Representative will also provide exceptional customer service, follow up on leads, and stay up-to-date with industry trends and product knowledge to address customer inquiries effectively. Qualifications Proven experience in sales, preferably in a related industry Strong communication and interpersonal skills Ability to build and maintain relationships with customers Excellent customer service skills Knowledge of fireplace mantels and hearth products is a plus Self-motivated, goal-oriented, and able to work independently Familiarity with CRM software and sales processes High school diploma or equivalent; bachelor's degree preferred Ability to work on-site in Anaheim, CA

Area Sales Representative - Los Angeles East At Springboard Wine & Spirits, we pride ourselves on representing the finest selection of fine wines and spirits, along with delivering the best service and hospitality in the business. We are seeking a talented Sales Representative to build upon existing business in the Los Angeles area, including DTLA, Silver Lake, Los Feliz, Echo Park, Glendale, and Pasadena. If you're a dynamic, self-motivated sales professional with a passion and joy for wine and spirits, we want you on our team. We value professionalism, drive, and a solid background in the wine and spirits industry. While experience in wholesale wine sales is a significant plus, it's not mandatory. What matters most is your hunger for success, your understanding of the market, and your passion for the product. Bonus points if you already have a network of contacts within the territory. About Us: Springboard Wine & Spirits Company is a California-based, family and female-owned wine and spirits broker/distributor established in 2006. We proudly represent a select group of small production wineries from around the globe, alongside a niche spirits portfolio. Our mission is to keep the business we love diverse by promoting small, family-owned, quality-driven producers from around the world. We're dedicated to providing exceptional customer service, promoting brand diversity, and fostering partnerships with our customers. We have a deep import portfolio spanning France, Italy, Spain, Germany, Greece, and Austria. Key suppliers include: Valkyrie Selectins DNS, HPS, Dee Vine, de Grazia Selections, and Grace Under Pressure (Special Club Champagne). We have assembled an esteemed portfolio of domestic producers, including Pride Mountain Vineyards, Paradigm, Turnbull, Cobb, Biale, Cliff Lede, and Scherrer, as well as emerging stars such as Groundwork, Union Sacre, Monte Rio, I. Brand, Stirm, Tatomer, and more. Our spirits portfolio includes many of the most exciting, up-and-coming boutique producers. We offer a carefully selected group of boutique producers making Tequila, Mezcal, Whiskey, Gin, Vodka, cordials, and a best-in-market group of Non-Alcoholic products. Position: Title: Fine Wine and Spirits Sales Representative Territory: Los Angeles East Type: Full Time Compensation: This is a commission-based position - earning range from $60k - $90k+ Responsibilities: Managing accounts in the restaurant and retail sectors Strategically expanding the account base Delivering compelling product presentations Processing orders and providing follow-up support Conducting staff training sessions Collaborating with suppliers Qualifications: Exceptional sales abilities Professional demeanor and appearance Passion for selling wine and supporting small wineries and distilleries Strong organizational and time management skills Excellent written and verbal communication skills Ability to work independently and as part of a team Goal-oriented mindset Preferred: Experience in wine sales and familiarity with industry contacts and buyers Valid driver's license REPORTS TO: Regional Sales Manager A strong knowledge of the Los Angeles area's wine and food community, as well as residency within the territory, is strongly preferred. Job category: Sales and Marketing

Apex Marketing Solutions is looking for a motivated and detail-oriented Entry Level Sales Representative to join our team in Torrance. In this role, you will interact directly with customers to promote telecom products and services on behalf of our client, helping them find the right solutions while driving results and delivering great service. This is a great opportunity for someone with a background in sales, retail, or hospitality who is looking to take the next step in a fast-paced, people-focused environment. We are looking for sharp, energetic Entry Level Sales Representatives who are ready to build a career in sales. As an Entry Level Sales Representative, you'll gain hands-on experience with customer engagement, sales strategy, and brand support, with opportunities to grow into leadership positions. What You'll Do As An Entry Level Sales Representative: Engage directly with customers to identify their needs and recommend telecom products and services Walk new customers through the sales process and provide clear, helpful information along the way Offer additional services and upgrades tailored to the customer's goals to increase overall sales value Keep detailed records of customer interactions and follow up to build long-term relationships Share insights and best practices with the Entry Level Sales Representative team to strengthen results and hit sales goals What We're Looking For In An Entry Level Sales Representative: 0-2 years of experience in sales, retail, hospitality, or another customer-facing role Strong communication and problem-solving skills A positive, professional attitude and the ability to adapt quickly Interest in growing within a sales-driven team environment High school diploma or equivalent At Apex Marketing Solutions, we believe your career should move forward with every step. We provide the tools, mentorship, and support to help you thrive in entry level sales and beyond. Ready to start your next chapter in sales? Apply today for our Entry Level Sales Representative opening!

Vinifera Wine Marketing is a woman-owned wine brokerage representing family-owned, artisanal wineries from California, Oregon and Washington and imported wine from The Sorting Table Imports. We specialize in working with producers who are rooted in history-or boldly shaping the future of wine-and we're passionate about telling their stories through the wines they produce. We are committed to delivering both outstanding wines and hospitality to our accounts. Our work is relationship-driven and rooted in integrity. Vinifera Wine Marketing recently acquired Swirl Wine Brokers and due to this expansion, and we are seeking Wine Sales Representatives to manage and grow Los Angeles County & Long Beach. Role Description: The Wine Sales Representative will be responsible for managing and growing account base within the defined territory, building strong relationships with on and off premise buyers, scheduling tastings appointments and meetings with wine buyers and accounts, participating in winery visits, trade events, and industry tastings. Someone who already has buyer/account relationships and wine sales experience is preferred, and you need to reside in the territory. Reps who are looking to pick up another portfolio should apply, but due to the portfolio expansion, we are looking for individuals who currently sell 1-2 portfolios only. Anyone who was a part of the wine layoffs should apply. Vinifera is a highly organized company, and there is room for growth with our portfolio expansion. Qualifications:ALL Experience in Wine Sales and the Wine & Spirits Industry Knowledge of the Beverage Industry Familiarity of the territory and key trade accounts Strong Customer Service and Sales skills Excellent communication and interpersonal skills Ability to work independently and as part of a team Passion for wine and a desire to continuously learn about the industry Knowledge and understanding of wines from Italy, France and Austria Sales experience in the wine trade Valid driver's license, auto insurance, and reliable transportation Ability to lift and carry up to 50 lbs Duties: Manage and grow your account base within the defined territory Build strong, ongoing relationships with retail and restaurant buyers Represent a dynamic portfolio of family-owned, artisanal wineries Schedule tastings appointments and meetings with wine buyers and accounts Participate in winery visits, trade events, and industry tastings Awareness of upcoming new account openings and using new account leads to develop new business Maintain accurate records in our CRM and follow up with accounts consistently Contribute to regular team calls, meetings, and trainings Compensation: This is a 1099 independent contractor role. Compensation is based on commission. There is no cap on earnings. To Apply Send your resume and a brief introduction to: ...@viniferawines.com and ...@viniferawines.com Let us know why you're excited about this role and why Vinifera resonates with you. Job category: Sales and Marketing

Skurnik Wines & Spirits prides ourselves in the finest selection of fine wines and spirits, and the best service and hospitality in the business, with a growing sales team. We are seeking a talented Sales Representative to build upon existing business in the southern part of Orange County. QUALIFICATIONSALL Prior sales experience working in wholesale distribution is strongly preferred, though not required. Candidates with commensurate retail and/or restaurant experience will also be considered. High level of expansive wine and spirits knowledge Understanding of the Orange County wine & spirits marketplace and relevant competition Strong interpersonal and communication skills Ability to self-start and work independently Detail-oriented and solution-focused Ability to manage time and prioritize tasks efficiently and effectively Computer experience necessary, utilizing all tools within Microsoft Office Must have a current driver's license, auto insurance, reliable transportation Must be able to lift 50 lbs REPORTS TO Regional Sales Manager ESSENTIAL DUTIES & RESPONSIBILITIES Manage and develop geographical territory, cultivating relationships with customers via face-to-face visits and phone/email correspondence Develop expertise of Skurnik's deep portfolio of wines and spirits from around the world as the fundamental tool to establishing successful sales Work in conjunction with Portfolio Management and Spirits Specialists to facilitate sales opportunities Participate in market work assignments with visiting winery and spirits suppliers Participate in monthly sales meetings Participate in various trade and consumer tasting events Learn and utilize internal operating systems to effectively follow company policies Perform other related duties as assigned by Management COMPENSATION: $70,000 - $85,000 plus a fine benefits package, including health, dental, flexible spending, and 401K matching. (Eligibility timelines vary). Following the first year, this position transitions to being commission based, with an opportunity for further compensations growth based on sales and other incentive programs. Job category: Sales and Marketing

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking an experienced Investment Grade Credit Trader to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. This position will be located in our Newport Beach office. How you'll help move us forward: * Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies. * Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies. * Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight. * Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management. * Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements. The experience you bring: * 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients. * Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM). * Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets. * Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus. * Excellent communication, collaboration, and decision-making skills. * Upholds the highest standards of ethics and integrity. * Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred. You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $180,180.00 - $220,220.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. * Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents * Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off * Paid Parental Leave as well as an Adoption Assistance Program * Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: Atlanta, GA Chicago, IL Houston, TX Los Angeles, CA New York, NY San Francisco, CA You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Global Corporate Banking Track (GCB) Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in: * Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management * Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice. * Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries. * Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation. The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry. Recommended Course and/or Projects: * Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health * Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy. * Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

JOB TITLE: Trader EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Investment Services REPORTS TO: Managing Senior Partner SUMMARY: The Trader will work closely with the advisor team to execute equity, fixed income, ETF, and mutual fund trades across client portfolios. This role blends order execution, portfolio management support, investment operations, and client-service alignment. The ideal candidate is comfortable in a fast-paced environment, works well under pressure, and demonstrates excellent communication and analytical skills. DUTIES AND RESPONSIBILITIES: Execute trades accurately and efficiently across multiple asset classes in accordance with advisor directives, firm models, and client guidelines. Assist advisors in reviewing portfolios, implementing model changes, and managing cash levels, drift, and rebalancing needs. Monitor market conditions, trading workflows, and best execution practices. Coordinate with custodians (Schwab, Fidelity, etc.) to resolve any trade or account-related issues. Maintain trading logs, compliance documentation, and detailed transaction records. Support the creation and maintenance of investment models and portfolio implementation processes. Communicate with the advisor team regarding trade status, timing, constraints, and market impacts. Performs other related duties as assigned by management. QUALIFICATIONS: Bachelor's degree in Finance, Economics, or a related field preferred. 1-5+ years of experience in trading, investment operations, portfolio implementation, or a similar role within an RIA, asset manager, or brokerage. Strong understanding of financial markets, order types, asset allocation concepts, and portfolio workflows. Experience with RIA custodians (Schwab, Fidelity) preferred. Exceptional attention to detail, accuracy, and organizational skills. Ability to work collaboratively with advisors and internal teams. Strong ethical standards and commitment to a fiduciary environment. COMPETENCIES: Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce. Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values. Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events. Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures. Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time. Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan. Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention. Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things. Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions. Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals. Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics. Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality. Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others. Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Reading and speaking in both English and Spanish is required for this role. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

WHAT IS THE OPPORTUNITY? The Credit Associate is responsible for supporting credit analysis and portfolio management activities. This role involves assisting with credit data analysis, underwriting, and portfolio review activities including facilitating credit risk recommendation. The Credit Associate may be assigned a book of lower-complexity loans and relationships. The Credit Solutions Associate collaborates with team members to ensure effective credit operations. The Credit Solutions Associate helps maintain high standards of credit quality and compliance. WHAT WILL YOU DO? * *Serve Municipal and/or Nonprofit clients across a national footprint:* * *Local Governments* * *School Districts* * *Water and Sewer Utilities* * *Colleges and Universities* * *Private Schools* * *Religious Organizations* * *Associations & Charities* * *Nonprofit Healthcare * * Provide customized credit and banking solutions within this specialized industry to support working capital, capital expenditures, growth, and other strategic business needs. * Operate within a relationship-focused model that emphasizes risk management, cross-functional collaboration, and long-term client partnerships. * Credit Analysis: Performs credit analysis activities to assess creditworthiness of borrowers, guarantors, and sponsors. * Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. * Data Analysis: Analyzes credit data, market and industry reports, trendcards, and prepare credit presentations to support underwriting and portfolio management. * Risk Management: Supports effective risk management practices, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. * Collaboration: Works closely with team members to ensure cohesive and effective credit operations. Participate in ad-hoc projects to support the organization's priorities. * Learning and Development: Demonstrates a strong desire to learn underwriting and portfolio management skills, actively seeking opportunities for professional growth and development, eventually leading to ownership of a portfolio of credits. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent in Finance, Business, or related field * Minimum 2 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries *Additional Qualifications* * Intermediate 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 * Intermediate analytical skills, with the ability to interpret complex data and make informed decisions * Industry-specific knowledge and expertise **Municipal and/or Nonprofit * *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $34.55 - $55.19 per hour. 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 ********************************* 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 ********************************** *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.

This role drives execution and improvement of programmatic media buying (CTV, Display, Rich Media) for DR and Branding clients. Main Duties and Responsibilities Support planning, buying and optimization of programmatic media across multiple media types for a portfolio of clients Implement best practices for bidding, budget management, and reporting Support the documentation of optimizations and learnings Collaborate with account and product personnel on programmatic media plans Educate internal and external teams Design and implement strategies to improve performance for clients, supporting recommendations with results data Work to establish and manage existing PG, PMP, or other inventory lines with vendors Work with media planning teams on recommendations for buy adjustments, performance optimizations, and strategic alignment Work with first party and third party data providers to best target potential customers along the varied purchase funnel for each client Support planning and buying teams on invoice reconciliation and buy information entry into our financial system Requirements At least 2 year of hands-on programmatic buying experience Proven ability to drive programmatic performance Proven ability to thrive in highly collaborative work environments Advanced user of at least one DSP (TTD and Amazon preferred) Knowledge of statistical concepts relevant to optimization, as well as scientific testing in live media environments Strong familiarity with ad operations and campaign management (e.g. tagging, ad-servers, conversion tracking and attribution, etc)

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate ("Associate Private Banker" or "APB") to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager. Job Description/Position Responsibilities * Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients * Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support * Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients * Assist in developing and implementing marketing campaigns * Assist in the development and maintain adequate marketing pipelines to meet revenue targets. * Communicate new product and policy enhancements to FAs and branch staff * Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners Required Experience: * Minimum of 3 years of experience with an investment, commercial or private bank * 2 years of client service, business development and/or Sales Desk experience * Experience in understanding the financial needs of all types of clients * Bachelor's degree preferred, or relevant work experience Skills/Abilities: * Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products * Excellent verbal and written communication skills * Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results * Ability to understand the financial needs of the retail brokerage clientele * Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances * Software proficiency (e.g., Word, Excel, PowerPoint) * Demonstrate positive initiative, leadership and comfort working in a fast-paced environment * Strong interpersonal collaboration and team skills including working with cross-functional teams WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Application Deadline: 12/26/2025 Address: 400 N. Glendale Blvd. Job Family Group: Retail Banking Sales & Service This is a part-time 36 hours a week position. Bilingual in Armenian and English or Spanish and English is preferred Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

AmeriPharma is a rapidly growing healthcare company where you will have the opportunity to contribute to our joint success on a daily basis. We value new ideas, creativity, and productivity. We like people who are passionate about their roles and people who like to grow and change as the company evolves. AmeriPharma's Benefits Full benefits package including medical, dental, vision, life that fits your lifestyle and goals Great pay and general compensation structures Employee assistance program to assist with mental health, legal questions, financial counseling etc. Comprehensive PTO and sick leave options 401k program Plenty of opportunities for growth and advancement Company sponsored outings and team-building events Casual Fridays Job Summary As a Financial Assistance Coordinator at AmeriPharma, you will play a vital role in ensuring patients have access to their prescribed medications by finding tailored solutions to minimize their out-of-pocket expenses. This role requires a strong understanding of major medical and pharmacy billing, particularly in the context of the Medicare Part D program. Your mission will be to assist patients in obtaining their medications in a timely and cost-effective manner while adhering to compliance guidelines. Schedule Details Location: On-Site, Laguna Hills, CA Hours: Monday-Friday, 5:00 AM - 1:30 PM Duties and Responsibilities Facilitate copay assistance enrollment with patients, foundations, prescriber office's, and other departments as needed. Tracking foundation fund availability and enrolling in a timely manner. Communicate with patients on available copay assistance programs and status changes. Reports patients refusing to pay copays or provide financial documentation for copay assistance enrollment to the Financial Assistance Supervisor Reports patients who do not wish to proceed to Financial Assistance Supervisor Other duties as assigned Required Qualifications Patient-Centered Mindset: Demonstrate a strong commitment to the patient experience by providing personalized support tailored to each individual's financial needs and challenges. Analytical Skills: Review and assess patient information in detail to identify the most effective financial assistance options available. Billing Proficiency: Possess in-depth knowledge of major medical and pharmacy billing processes, with a strong understanding of Medicare Part D program structure and reimbursement models. Copay and Foundation Programs: Have working knowledge of copay assistance programs and nonprofit foundation support resources to help reduce patients' out-of-pocket costs. Problem-Solving Abilities: Apply critical thinking to develop creative and effective solutions that ensure patients have access to prescribed therapies. Time Management: Prioritize tasks effectively and manage time efficiently to maximize impact and maintain workflow momentum. Team Collaboration: Thrive in both independent and team environments, collaborating seamlessly with cross-functional departments to support comprehensive patient care. Adaptability: Demonstrate a willingness to quickly learn and adapt to evolving practices in both major medical and pharmacy billing. Multitasking: Ability to effectively manage multiple tasks in a dynamic, fast-paced environment with shifting priorities. Education and Experience Requirements Associate's Degree or equivalent experience in a related field Preferred Qualifications Medical Software Experience: Prior experience using medical record systems and software. Relevant Background: Previous experience as a Patient Access Coordinator or Financial Assistance Coordinator is highly preferred. Copay & Foundation Knowledge: Strong understanding of copay assistance programs and foundation-based financial support. Industry Experience: Prior experience in a specialty pharmacy, specialty home infusion setting, or a similar healthcare environment is a plus. Therapeutic Expertise: Prior experience with immunoglobulin (IG) therapies, oncology treatments, and related billing processes is highly preferred. Communication Skills: Excellent verbal and written communication abilities, with strong interpersonal skills. Time Management: Proven ability to work well under pressure and effectively prioritize tasks. Problem-Solving: Proactive and resourceful problem solver with a patient-centered, customer-first mindset. Organizational Skills: Highly organized and detail-oriented in managing complex workflows. Technical Proficiency: Skilled in Microsoft Office Suite and Google Workspace (Gmail, Google Chat, Drive, Calendar, Docs, Sheets). Tech Savvy: Strong computer skills with the ability to quickly learn and navigate new systems and platforms. AmeriPharma's Mission Statement Our goal is to achieve superior clinical and economic outcomes while maintaining the utmost compassion and care for our patients. It is our joint and individual responsibility daily to demonstrate to outpatients, prescribers, colleagues, and others that We Care! Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is continuously required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and stoop, kneel, crouch or crawl. The employee must regularly lift and/or move up to 20 pounds and occasionally lift/or move up to 30 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to adjust focus. EEO Statement The above statements are intended to describe the work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The duties and responsibilities of this position are subject to change and other duties may be assigned or removed at any time. AmeriPharma values diversity in its workforce and is proud to be an AAP/EEO employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, age, protected veteran status, or based on disability or any other legally protected class.

We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Vice President to join our Media financial advisory practice in Los Angeles. Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Required Skills & Experience: Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Education: An MBA from a top-tier business school or equivalent investment banking experience Five or more years of relevant work experience Expected Salary: $250,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.