Finance Associate / Cost Accounting
Finance service representative job in Bristol, RI
About the Company
We're an innovative startup building the next generation of unmanned underwater vessels (UUVs) - autonomous systems designed to explore, protect, and operate beneath the ocean's surface. Our mission is to push the boundaries of marine technology, and we're looking for passionate people ready to grow with us.
As we scale production and expand operations, we're building out our finance function - and that's where you come in.
About the Role
As our Cost Accounting / Finance Associate, you'll be a key member of a small, agile finance team focused on building robust cost systems and financial processes from the ground up. You'll analyze production costs, partner with engineering and operations teams, and help us make smarter, data-driven decisions as we scale our manufacturing of cutting-edge marine systems.
This is a great opportunity for someone with a strong accounting foundation who wants to have real impact, learn fast, and grow with an emerging tech company.
What You'll Do
Build and maintain cost tracking systems for materials, labor, and overhead across UUV production and R&D programs.
Analyze manufacturing variances, identify cost drivers, and recommend efficiency improvements.
Partner with operations, supply chain, and engineering to ensure accurate cost allocation and reporting.
Support month-end close, accounting, reconciliations, and cost-of-goods-sold (COGS) reporting.
Assist with inventory valuation, BOM accuracy, Routings and cost roll-ups.
Contribute to financial models for pricing, proposals, and project forecasting.
Help design and implement scalable financial processes and ERP tools as the company grows.
Ensure compliance with internal controls and support audit preparation.
Support processes related to DCAA compliance and government contracting as the company expands into defense programs.
What You Bring
Education: Bachelor's degree in Accounting, Finance, or related field, Master or MBA preferred.
Experience: 3-5 years in cost accounting, finance or FP&A roles (preferably in a manufacturing, engineering, or hardware startup environment).
Preferred: CPA certification (or working toward it) and familiarity with DCAA compliance including FAR/CAS rules a plus.
Technical Skills:
Strong knowledge of cost accounting principles and GAAP.
Advanced Excel / Google Sheets skills (pivot tables, lookups, data modeling).
Experience with ERP systems (NetSuite, SAP, Microsoft Dynamics or similar).
Strong understanding of manufacturing processes, BOMs, Routings and inventory control.
Soft Skills:
Entrepreneurial mindset and eagerness to build from the ground up.
Analytical, detail-oriented, and comfortable in a fast-moving environment.
Excellent communication and collaboration skills across technical and non-technical teams.
Why Join Us
Be part of a pioneering team in autonomous marine technology.
Help shape the finance and cost accounting systems for a growing startup.
Career growth opportunities as we scale - potential to move into senior finance or operations roles.
A mission-driven, innovative culture that values initiative, curiosity, and collaboration.
Compensation package
Compensation: Base, equity, bonus, employee benefits, 401k, Unlimited PTO
Equal Opportunity Statement
Vatn is an equal opportunity employer, and we welcome candidates from all backgrounds to apply. We look forward to reviewing your application and potentially having you join our team in shaping the future of autonomous underwater exploration.
M&A and Project Finance Associate
Finance service representative job in Boston, MA
We are seeking a detail-oriented professional to join our U.S. team to support project finance and M&A activities. The role will be heavily involved in building financial models, conducting due diligence for acquisitions, and preparing materials for internal investment committees and senior management approvals. Working closely with senior team members, this position will provide critical analytical support across financings, acquisitions, and partnerships
Key Responsibilities
Develop, maintain, and audit project- and portfolio-level detailed financial models for acquisitions, financings, and greenfield renewable energy projects.
Conduct valuation, cash flow projections, and scenario/sensitivity analyses.
Assist in the origination, evaluation, and execution of acquisition opportunities in the renewable energy sector.
Assist with due diligence for acquisitions and investments, coordinating inputs from technical, legal, and commercial workstreams.
Prepare presentations, memos, and investment packages for internal approvals and decision-making.
Support the structuring and execution of debt and tax equity financings under senior team guidance.
Research and analyze market trends, competitor activity, and policy developments to inform strategic decision-making.
Help track and organize documentation for transactions and financing processes.
Qualifications
Bachelor's degree in Finance, Economics, Business, Engineering, or related field (MBA or advanced degree a plus).
2-5 years of experience in project finance, investment banking, corporate development, or related field (renewable energy experience strongly preferred).
Strong technical skills in financial modeling, valuation, and Excel-based analysis.
Demonstrated experience supporting M&A and/or project finance transactions through diligence and closing.
Excellent writing and presentation skills, with the ability to distill complex analyses into clear internal materials.
Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously.
Knowledge of renewable energy project development processes (wind, solar, storage) is a strong plus
What we offer
Steady job in an international company
Professional growth in fast developing team experienced in the field of renewable energy
Hybrid working model
Flexible working hours
Day off on your birthday
Benefits package:
Private medical care
Sharing the costs of professional training & courses
401 (k)
📩 Apply now and help us power a cleaner tomorrow.
Investment Banking- United States - 2026 ReEntry Program
Finance service representative job in Boston, MA
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
Auto-ApplyCustomer Service Reps
Finance service representative job in Boston, MA
700 Morrissey Boulevard, Boston, MA 02122
BDC / Inside Sales Representative / Business Development$17 per Hour | $30+ Opportunity with Weekly-Paid Commissions Leads ProvidedProven Experience in Inside Sales or a Related Field Is Preferred but Not Required
In-Person, Full-Time Position
Walk-in Applicants are Welcome!
Career Advancement is Encouraged Here!
Tasca Toyota of Boston operates a busy, high volume Toyota dealership in a major metro marketplace. We compete to be one of the top Toyota dealerships in all of New England.
Are you currently working in Customer Service or Inside Sales?
Do you have experience working with people over the telephone, email and text?
Then join us at Tasca Automotive Group and be part of a team that drives success!
If you are driven by results and eager to make an impact in the automotive industry, we invite you to apply today and join the Tasca Automotive Group family!
If you are passionate about automotive sales and eager to grow your career with a reputable company, we invite you to explore this opportunity.
Summary:
We are seeking an Inside Sales Representative to join our dynamic team. In this role, you will be responsible for driving sales through effective communication and relationship-building with potential customers. Your contributions will be vital in enhancing our customer experience and achieving our sales targets.
Benefits:
$17 hour | $30+ opportunity with weekly paid commissions.
Leads provided
401(k) matching
Health and Dental insurance with 50% company participation.
Paid vacations and sick days
Employee discount
Excellent working conditions with an opportunity to be an integral part of a growing organization
Responsibilities Inside Sales Representative:
Engage with potential customers through outbound call, email and text.
Identify customer needs and provide solutions.
Maintain accurate records of customer interactions and sales activities.
Collaborate with the sales team to develop new business.
Provide exceptional customer service to ensure 100% satisfaction.
Stay informed, educated and knowledgeable on the product.
Requirements:
Proven experience in inside sales or a related field is preferred but not required.
Strong communication skills with the ability to build rapport with customers.
Language diversity is a plus: Spanish, Vietnamese, Chinese Mandarin.
Ability to work independently and complete daily outreach.
A passion for the automotive industry is highly desirable.
Dependable, looking for a good solid job and willing to show up as scheduled.
Please upload your resume.Completing the online assessment will grant you priority consideration!
Must be authorized to work in the U.S. without sponsorship and be a current resident.
Must pass pre-employment testing to include background checks, MVR, and drug screening.
We are an Equal Opportunity Employer
.
All qualified applicants are considered regardless of ethnicity, nationality, gender, veteran or disability status, religion, age, gender orientation or other protected status.
RequiredPreferredJob Industries
Customer Service
Credit Solutions Associate (AVP) - Growth & Middle Market Technology Banking
Finance service representative job in Boston, MA
Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
Job Summary:
The Growth and Middle-Market Technology Banking team at MUFG covers the most exciting venture backed, private equity owned and publicly traded technology companies in the world. They support pre-IPO growth and middle-market public companies in the innovation ecosystem by evaluating, structuring and underwriting loan facilities and other credit exposures.
We are seeking an Associate (AVP) level individual, who will be supporting Growth & Middle Market Credit Solutions transaction origination and credit analysis efforts. This includes assessing risk factors associated with each credit, determining appropriate risk ratings based on established policies and guidelines, underwriting, loan structuring, navigating the credit approval process, and managing the credit exposure within portfolios.
Primary responsibilities:
* Work within a deal team environment to support the credit analysis and portfolio management of the Growth and Middle Market Credit Solutions business unit
* Provide support for evaluating, structuring and negotiating terms and credit agreements with clients
* Support the preparation of detailed credit analyses and required credit applications in accordance with internal policies and regulatory guidance, including the evaluation of company-specific, industry, and regulatory risks
* Support the VPs in diligence calls and pitches with Technology clients and prospects
* Assume accountability for delivery and execution for defined portfolio
* Understand and maintain knowledge of industries represented in portfolio, including technical aspects and regulatory issues utilizing internal and external sources
* Provide oversight of facility closing procedures including both operations and documentation
* Support communication with the credit approval division to ensure alignment of risk strategy and policy
* Ensure compliance with policy and regulatory requirements
Skills & Experience:
* Ideally a bachelor's degree in business, finance, economics or equivalent work experience
* 3-5 years of work experience in a financial institution, accounting firm, rating agency or equivalent credit risk related function analyzing corporate borrowers' risk and credit profiles
* Strong financial spreading and modeling skills
* Knowledge of accounting and corporate finance principles
* Team player who will roll up their sleeves to deliver seamless execution
* Strong written, verbal, and interpersonal skills
* Strong time management and organizational skills
* Attention to detail
* Skilled in Microsoft Word, Power Point, and Excel
Compensation & Benefits:
The typical base pay range for this role is between $135k - $170k depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
Auto-ApplyCustomer Service Representative
Finance service representative job in Hingham, MA
Dependable Cleaners is seeking friendly Customer Service Representatives (CSR's) to join our organization. The right candidates have experience with cash handling, in person customer service and are good communicators. Our CSR's welcome our customers and complete accurate transactions in a pleasant manner allowing customers to recognize that we care about them and their garments. Full time and Part time positions available.
We offer:
$17.00+ an hour
Health, Dental, Life and Short Term Disability Insurance and 401(k)
Employee Recognition and Incentive Programs
Training and potential for growth
Employee discount
Requirements for Customer Service Representatives Include:
Prior experience working in a customer service role
Good communication skills and enjoy working with clients
Good attention to detail
Basic computer skills
Quick problem-solving ability
Cash handling experience is a plus
Flexible schedule including availability on Saturdays
Please apply below or at any of our locations.
Dependable Cleaners (**************************** a family owned and operated business since 1944, has served the South Shore area for over 70 years. We have 12 locations in the South Shore, Boston, and Watertown and offer pick up and delivery services for offices and residences.
We pride ourselves in giving our customers the highest quality in clothing care. We are an award winning dry cleaner, including Best of Boston, Mayor of Boston's Greenovate Award, Best of South Shore Living, Family Business Association's Endurance Award and over 80 Readers Choice Awards. Dependable Cleaners exercises both green business practices and active community outreach programs.
Follow us on Twitter: *******************************
Follow us on Facebook: ***********************************
Check us out on YouTube: *******************************
"Dependable Cleaners is the best! Very reliable and everyone is friendly and helpful! I enjoy going to Dependable Cleaners because I always get a smile and superior service! Dependable Cleaners has excellent management. A++ Thank you!"
* Joan K's customer review
Cramer Future Opportunities
Finance service representative job in Norwood, MA
Job Description
Are you interested in joining the team at Cramer?
While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community.
If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out.
What types of opportunities can we offer?
Account Services
Business Development
Marketing
Event Production
Creative Direction
Brand Strategy
Content Writing/Copywriting
Project Management
Operations
Video Production
Technical Direction
Warehouse Assistant/Broadcast Technician
In the meantime, keep up with us on LinkedIn and Instagram
Benefits
Cramer's Hiring Philosophy
We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status.
We encourage you to apply and show us who you are and what you can do!
Part Time (30 Hours) Associate Banker, Plymouth Commerce Way, Plymouth, MA
Finance service representative job in Plymouth, MA
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.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyQuant Trader
Finance service representative job in Boston, MA
Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. Headquartered in Boston, with locations in Singapore, London, and Sydney, we manage over $120 billion on behalf of leading institutions worldwide-including pension funds, endowments, foundations, and sovereign wealth funds. We harness advanced technology, rich datasets, and multidisciplinary expertise to help clients navigate complex markets and uncover insights that may be overlooked by traditional approaches.
What sets Acadian apart is our people. We foster a collaborative, intellectually curious environment where ideas are tested, diverse perspectives are welcomed, and innovation thrives. We're united by a shared purpose: delivering effective client outcomes and supporting one another in work that's both challenging and rewarding. We offer a flexible hybrid work environment, strong benefits, and a casual but focused office culture-all designed to support the meaningful, collaborative work that defines Acadian.
Position Overview:
As a member of the Trading Desk, you will work directly with Quantitative Developers, Researchers, and the Systematic Credit Portfolio Managers. In addition to trading for Acadian's credit portfolios, you will be researching, developing, deploying, and monitoring cutting edge pricing models and strategies. Acadian's credit capabilities focus on credit long-short, high-yield, and investment-grade corporate bonds. Acadian supports a hybrid work environment, employees are on-site in the Boston office 3 days a week.
What You'll Do:
Act as a facilitator for the placement of cash and synthetic trades for the suite of systematic strategies
Contribute to research which improves the pricing model and execution methodology
Gain in-depth knowledge of transaction cost models and aspects of portfolio construction in the furtherance of ongoing idea generation and process improvements
Contribute to the development of the systematic order management framework/workflow, including execution management and transaction cost analysis
We're Looking for Teammates With:
A Bachelor's degree in STEM, statistics, or mathematics
10+ years of work experience trading corporate bonds (domestic and international) and credit derivatives; experience trading other fixed income securities a plus
Firm understanding of credit market structure and familiarity with a wide range of implementation strategies
Experience with quantitative/systematic strategies within Credit Markets
Strong Python programming
Working expertise with OMS/EMS platforms (Charles River, TSImagine, MarketAxess, TradeWeb, etc)
World-class analytical skills and the ability to clearly articulate the approach, process, and results in verbal, graphical and written form
Willingness and ability to work in a collegial, results-oriented environment - must be a strong team player
Interest in following financial markets and a strong quantitative orientation for investing
Drive to deliver on high value projects and a roll up your sleeves attitude
The base salary range for this role is $180,000- $230,000 per year. Actual compensation will be determined based on a candidate's skills, qualifications, and relevant experience. In addition to base pay, this position may be eligible for discretionary incentive compensation and includes participation in Acadian's comprehensive benefits program, which includes health, retirement, and wellness offerings.
To apply for this position or view Acadian's open roles, please visit the Careers section of our website at: ******************************************************* We will contact only selected candidates. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ****************************.
Acadian Asset Management LLC is committed to providing equal employment opportunity to all employees and applicants. No employee or applicant shall be discriminated against on the basis of gender, race, creed, color, sex, age, national origin, marital status, pregnancy or parenthood, veteran status, citizenship status, disability, gender identity, or sexual orientation.
Auto-ApplyExperienced Life Agent - Wealth Advisor - Registered Representative
Finance service representative job in Boston, MA
Job Description
Elevate your career. Empower clients. Shape your future.
We're looking for an experienced life agent, wealth advisor, or registered representative ready to take their practice to the next level of success. At New York Life, you won't just grow your book of business-you'll join a team of accomplished professionals committed to mentoring you and helping you achieve your fullest potential.
Your Support Network
You'll have access to:
A dedicated mentor to guide your professional journey.
A sales development manager to help you refine and expand client strategies.
Product consultants to ensure you're offering the most relevant solutions.
NYLIC University-New York Life's renowned training program, offering a blended-learning curriculum tailored to your development at every career stage.
Ready to Specialize?
With New York Life, you'll have a clear, supported path to becoming a subject matter expert. Through our exclusive partnership with The American College of Financial Services, you can deepen your expertise in one of our key practice tracks:
Financial Guidance
Retirement Planning
Wealth Advisory
Business Solutions
Estate Planning
Who We're Looking For
Licensed Life/Health Agents
Registered Representatives
Investment Advisor Representatives
What We Offer
Your hard work is valued-and rewarded. With performance-based compensation directly tied to sales success, you'll enjoy significant income potential.
Our comprehensive benefits package for eligible full-time agents includes:
Health, Dental, Life, and Disability Insurance
401(k) Plan
Defined Benefit Pension Plan
(subject to eligibility and vesting requirements)
Reimbursement for select industry designations
About New York Life
New York Life is a Fortune 100 company with a proud 175+ year history of helping generations of Americans protect their families and achieve their financial goals. As a mutual company, we are accountable only to our policyholders-not Wall Street-allowing us to focus entirely on the long-term success of clients.
Join us. Be the trusted partner clients deserve-and the professional you aspire to be.
Compensation:
$90,000 - $120,000 yearly
Responsibilities:
Develop comprehensive financial plans for clients by assessing their financial situation, understanding their goals, and recommending appropriate strategies.
Regularly review and monitor clients' financial portfolios to ensure alignment with their objectives and make adjustments as needed.
Provide personalized financial advice and guidance to clients on investments, retirement planning, insurance, and estate planning.
Stay current on industry trends, regulations, and best practices to continuously enhance knowledge and expertise in financial planning.
Cultivate and maintain strong relationships with clients through exceptional service, trustworthiness, and professionalism.
Qualifications:
3+ years of experience in financial planning or a related field.
Life and Health Insurance License.
Strong background in financial analysis and risk management.
Excellent interpersonal and communication skills.
SIE, Series 6 or 7, and Series 63 preferred.
Must be authorized to work in the United States.
About Company
New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career.
Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path.
Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal, and business planning.
Description of activities and responsibilities: As an agent, one will be responsible for scheduling appointments, meeting with clients, analyzing clients' information, making product recommendations, and providing ongoing service.
New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation
Customer Service Representative
Finance service representative job in Natick, MA
Veterinary Assistant / Customer Service Representative
We're a dynamic, top-rated veterinary practice that specializes in house call care, and we're looking for a smart, detail-oriented, and compassionate individual to join our office team full-time. This position blends client service with hands-on support for our veterinarians during house calls, helping us provide compassionate, high-quality care to pets and their families.
About the Position
This is, first and foremost, a client service role. Our clients value that every member of our team is kind, attentive, and genuinely cares about helping them and their pets. Strong communication and multitasking skills are essential, along with comfort using technology and learning new systems. Previous experience in a veterinary practice is a strong plus.
In addition to front-line client communication by phone, email, and text, you'll contribute to other key areas of the practice, such as:
Researching medical questions and treatment information for our doctors
Preparing and shipping medications to patients
Maintaining accurate and organized medical records
Assisting veterinarians during house call appointments as needed
While prior veterinary experience is preferred, we're happy to train the right candidate who brings enthusiasm, professionalism, and a passion for helping animals and their people.
Schedule
The schedule is mainly Monday through Friday, but we do ask for some flexibility to fill in on weekends (Saturday or Sunday) when needed to support the team.
About Us
We're a well-established, busy veterinary practice providing high-quality, compassionate in-home veterinary care throughout Boston and MetroWest. Our services range from wellness visits and preventive care to full diagnostic workups (including bloodwork and ultrasound) and hospice and end-of-life care. We take pride in delivering thoughtful, personalized care to each pet in the comfort of their home.
Compensation & Benefits
We offer competitive pay commensurate with experience, along with a comprehensive benefits package that includes:
Medical, dental, and vision insurance
Paid vacation and holidays
401(k) with employer match
Discounted veterinary care for your own pets
A supportive, friendly, and team-oriented work environment
At AmeriVet, we're committed to your growth, development, well-being, and success. We empower team members with the resources, support, and opportunities needed to thrive in their careers and make a lasting impact in our communities.
Here's what you can expect when you join our team:
Tailored development programs, mentorship, and career pathing to help you achieve your unique goals.
Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being.
Health, dental, vision, life insurance, and mental health resources to support your overall well-being.
Generous paid time off and holidays, because your personal time matters.
A supportive, collaborative environment where everyone feels a sense of belonging.
Please note: Any Benefits listed above apply to full-time employees.
At AmeriVet, your unique skills and passion are celebrated, and every team member has the tools to thrive. Our people-focused approach is centered on helping you grow in your career while making a meaningful impact on the communities we serve.
Auto-ApplyCustomer Service at South Shore Gymnastics Academy
Finance service representative job in Rockland, MA
Job Description
South Shore Gymnastics Academy in Rockland, MA is looking for a part-time additional customer service team to join our 21 person strong staff. We are located on 22 Reservoir Park Dr. Our ideal candidate is attentive, motivated, and engaged. After school into the early evening and Saturday morning shifts are available. The weekday afternoons are flexible. This is a very active position and involves some light cleaning & walking children in and out of class.
Responsibilities
Greet customers and make them feel at home in our fun and fast-paced environment
Answer any questions the customers may have in a friendly and professional manner
Assist Customers in enrolling for classes
Clean work area as needed to maintain a tidy work environment
Learn our online registration system (Jackrabbit Class), basic filing, Word and Xcel skills are also required.
Qualifications
Friendly attitude even when dealing with disgruntled customers
Responsible and proven ability to maintain scheduling commitments
Ability to problem solve quickly concerns customers may have
Good written and verbal communication skills with customers and peers
Great phone etiquette
We are looking forward to hearing from you.
Experienced Banker - Float
Finance service representative job in Barnstable Town, MA
Salary Grade: 14R
In this customer-facing role, the Relationship Banker III will provide exceptional customer care to the Bank's customers assisting them with daily transactions, inquiries, problem resolution and banking transactions at a full-service Cape Cod 5 Retail Banking Center location. The Relationship Banker III will also serve as a mentor to the staff in the RB I and II roles.
ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:
Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy)
Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
Performs banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption
Safeguards customer trust by upholding duty of customer confidentiality
Must comply with all required laws, regulations, policies and procedures
Timely completion of all assigned learning activities
Actively participate in Banking Center meetings and one-on-one coaching sessions
Fulfills all Banking Center opening and closing activities
Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner
Proficient in determining customers' financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial, Cash Management, etc.
Works to develop and maintain a comprehensive knowledge of the Bank's products and services offered, taking responsibility to request assistance for further development needs, including consumer, business, non-profit, retirement, digital banking, debits cards, etc.
Assists customers in preparing loan applications for home equity products and other consumer loans
Participation/volunteerism in community groups and events
Additional duties as assigned
Responsible for providing overrides and mentoring for RB I and II staff
EDUCATION, CERTIFICATIONS:
Bachelor's degree preferred
Nationwide Mortgage Licensing System (NMLS) registration
Notary Public commission
KNOWLEDGE, SKILLS & ABILITIES:
Minimum two years banking experience
Ability to mentor RB I and RB II team members
Ability to independently complete transactions and all platform services, including transactions, account opening (business and personal), home equity loans and lines, IRAs, etc.
Ability to execute more complex account openings and transactions independently, e.g., business accounts,
Demonstrated high level of judgement
Demonstrated ability to fulfill the Banking Center opening and closing activities
Proven customer relationship building experience
Ability to act as Banking Center vault custodian
Strong verbal and written communication skills
Critical thinking, decision making and problem solving skills
Must have cyber security awareness to protect the digital environment, the Bank, and customers
Ability to demonstrate core competencies for Relationship Banker III level
COMPETENCIES:
Courage
Technology Savviness/Digital Enthusiast
Financial Comprehension
Adaptability and Flexibility
Sales Aptitude
Eager and Agile Learner
WORKING RELATIONSHIPS/CONTACTS:
Existing and potential retail and commercial customers; Banking Center Manager and staff; other Bank staff.
PHYSICAL DEMANDS: Frequent standing and moving throughout work location. Must also be able to: lift coin (about 50 lbs.) and carry it between the vault and the teller line; crouch down to about 2 feet off the floor to reach safe deposit boxes; utilize Banking Center equipment such as ATM, check scanner, cash dispenser/recycler, coin counter, coin roller, adding machine, office equipment, and computer. There is a large amount of repetitive movement of fingers and hands in order to complete forms, type and use the computer terminals. Must be able to relay information to and from customers and other employees verbally and in writing. Ability to obtain information from computer monitor to process transactions. Must be at work, ready to work, within assigned time schedule.
WORKING CONDITIONS: (Typical working conditions with this type of work and environmental hazards, if any, that may be encountered in performing the duties of this position)
Internal -- Work is normally performed in a climate-controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is very limited. Noise level is moderate and includes sounds of normal office equipment (computers, telephones, etc). No known environmental hazards are encountered in normal performance of duties. Length of day is unpredictable; long hours may be required to accommodate deadlines or special meetings. Position may require standing at a workstation. Frequent interaction with Bank customers.
External -- Some travel to remote Bank locations will be required; this will include some overnight travel, not to exceed 5%. Environmental conditions are regular office and branch locations.
Banking Associate (US) - 20 hrs - Needham, MA
Finance service representative job in Needham, MA
Hours: 20 Pay Details: $23.75 - $31.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
* Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
* Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
* Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
* Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
* Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
* Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
* Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
* High school diploma or GED
* 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
* Demonstrated Customer Service skills preferred
* Ability to work during operating hours to include evenings, weekends and holidays as scheduled
* Teller experience preferred
* Required to complete Teller training and part 1 of platform training upon hire
* Strong organization skills to handle multiple tasks in a fast-paced environment
* Excellent communication skills with ability to be concise, clear and consistent
* Demonstrated effective problem-solving skills
* Demonstrated ability to schedule and prioritize work
* Demonstrated ability to work independently and within deadlines
* Sound judgment in decision making and problem solving
* Proficient in Microsoft Office
* Notary License preferred
Customer Accountabilities:
* Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
* Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
* Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
* Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
* Understands and supports the Bank's customer service strategy
* Considers the impact of decisions on the well-being of TD, its customers and stakeholders
* Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
* Ensures tasks are performed within established policy and procedures
* Successfully completes all required job specific, compliance-related training
* Understands, utilizes and follows compliance/risk and control programs
* Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
* Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
* Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
* Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
* Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
* Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
* Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
* Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
* Follows policy and procedure for Customer Authentication
* Acts as Dual Control agent when required
* Follows all required open/close procedures
Employee/Team Accountabilities:
* Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
* the team
* Be an active participant in personal performance and development activities
* Acts as a brand champion both internally and externally
* Collaborates with team members in contributing to the success of the team and organization
* Partners as a team player
* Actively seeks opportunities to improve delivery of work with high attention to quality standards
* Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
* Positively embraces change
* Adheres and participates in TD's Shared Commitments
* Models quality service at every Customer interaction
* Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
* May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of 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 listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-ApplyFinancial Services Representative
Finance service representative job in Boston, MA
The Moody Street Group, LLC
, a general agency, of The Companies of OneAmerica , works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth.
The Moody Street Group, LLC
, with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential.
Our Financial Services Sales Representatives, utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new
Financial Services Sales Representatives
with a comprehensive and sophisticated training program. New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. #ZR
Auto-ApplyOfficer - Customer Service - Full Time
Finance service representative job in Tiverton, RI
Why Bally's? Bally's Corporation (NYSE: BALY) is a global casino-entertainment company with a growing omni-channel presence. Bally's owns and operates 19 casinos across 11 states, along with a golf course in New York and a horse racetrack in Colorado, and holds OSB licenses in 13 jurisdictions in North America. The acquisition of Aspers Casino in Newcastle, UK, expands its international reach. It also owns Bally Bet, a first-in-class sports betting platform, Bally Casino, a growing iCasino platform, Bally's Interactive International division (formerly Gamesys Group), a leading global interactive gaming operator, and a significant economic stake in Intralot S.A. (ATSE: INLOT), a global lottery management and services business.
With 11,500 employees, its casino operations include approximately 17,700 slot machines, 630 table games, and 3,950 hotel rooms. Bally's also has rights to developable land in Las Vegas at the site of the former Tropicana Las Vegas.
The Role:
Customer Service Officer - To assist Guests and maintain a safe environment for Guests and Employees.
Responsibilities to include but not limited to:
* Strategically assigned throughout the facility to deter incidents and remain accessible to guests.
* Assist guests by providing information and services or directing guests to the appropriate source for assistance.
* Provide security for special events, fights, parties, employee events, and tournaments.
* Act quickly in emergency response, which includes injured guests and employees, fires, fights, thefts, and arrests.
* Observe and report any hazardous, dangerous, or unsafe conditions that may cause injury to guests and/or employees.
* Patrol and monitor entrances, gaming floor, and bar areas for the control of alcohol consumption.
* Monitor the physical access control for the facility verifying authorization and issuing visitor and employee access badges in accordance with the Department of Business Regulations (DBR) and Rhode Island Lottery (RILOT).
* When appropriate, detain and restrain persons that have or are about to commit a crime or present danger.
* When appropriate, eject persons who are in violation of company policies and/or procedures.
* Any other duties that are reasonably assigned by management.
Qualifications:
* Previous work experience as a security officer or guard.
* Knowledge of legal guidelines for area security and public safety.
* Excellent surveillance and observation skills.
* Able to interact professionally with guests
* High School diploma is required.
License Requirements:
* Serve Safe Certified.
* Must be able to be licensed by the Rhode Island Department of Business Regulations, as well as be able to complete a background check performed by them.
* Rhode Island Pistol Permit
Physical/Mental Requirements:
* Constantly stand, walk several hundred feet, climb, carry, hear, bend, and stoop
* Constantly use manual dexterity, following directions, adhere to detail
* Frequently use eye/hand coordination
Working Conditions:
* Exposed to noise, smoke and odors.
* Environment may be hot, cold, wet, humid, or loud for long periods of time.
* Working with others as well as independently.
What's in it for you:
* Competitive Salary with annual performance reviews
* Comprehensive health coverage plan that includes medical, dental, and vision
* 401(K)/ Company Match
* Access Perks and Childcare discounts
Target Hourly Range: ($18.00)
Bally's Tiverton Casino Resort: About | LinkedIn
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Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Let Bally's Bet on You - We can't wait to meet you!
Customer Service Representative
Finance service representative job in Quincy, MA
Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry.
As a FASTSIGNS Customer Service Representative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients.
The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized.
FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service.
Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center.
We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person?
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
Auto-ApplyFinancial Service Representative
Finance service representative job in Boston, MA
Residency Requirement
Employees must be Boston residents on their date of hire and for the duration of their
employment subject to BWSC policies and collective bargaining agreements.
Provides a variety of financial functions, as well as administrative support for the Finance department within the Commission; performs general accounting work, budgeting, accounts payable, accounts receivable administrative, and all other related duties for all financial activities.
Responsibilities
Essential Functions:
(The essential functions or duties listed below are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.)
Reviews automatic meter reading reports, analyzes consumption trends, and calculates adjustments as needed. Reviews and processes adjustments to accounts.
Research disputed matters on accounts to determine necessary adjustments and abatements. Notifies customers of adjustments and abatement results. Enters adjustments in computerized billing system.
Processes lien applications and schedules sale readings with customers.
Coordinates investigations with revenue protection department. Calculates, processes and files Lien Certificates.
Processes approved discount applications.
Provides booth coverage and security. Researches and resolves water and sewer account issues. Reviews and resolves questions received from Customer Service or Collections regarding refunds, transfers and payment applications.
Communicates with bank representatives to request copies, credit memos, debit memos and resolve bank errors. Downloads online payment files and maintains online payment journal.
Interacts with customers and other employees to properly process payments.
Assists in training of other staff.
Reviews credit balances for refund and transfer approval. Accepts cash and check payments from customers at cash booth. Trains new cashiers and ensure procedures are followed.
Processes non-purchase order and purchase order invoices; prepares purchase order invoices payment by matching to corresponding PO paperwork and proper approvals.
Resolves all internal/external inquiries; assists supervisor in reconciliations and journal entries as necessary.
Reviews the meter reading error warning list and makes necessary corrections.
Reviews and accepts or rejects the billing register prior to bills being printed.
Prepares bills and postage summary for mail house.
Opens/closes/prints work orders for field investigations or meter and MTU replacements.
Prepares, copies, files, sends, and handles customer response to various types of notices and letters regarding access to meters, consumption and termination of water service.
Maintains various files and logs, including hard copies, scanned files, and digital photos.
Dispatches and logs calls for field employees.
Scans and processes W-9 forms as required and tracks new vendor addresses.
Receives, sorts, opens and redistributes mail. Records deposits and prepares total daily reports. Processes returned payments and communicate with customer if necessary. Cashes out at end of shift and prepares armored car pickup.
Performs special projects and related duties as assigned.
Performs similar or related work as required, directed or as situation dictates.
Qualifications
Recommended Minimum Qualifications:
Education, Training and Experience:
High School Diploma or equivalent required; Associate's Degree in Accounting or related field preferred. One to two (1 - 2) years of experience in Customer Service or Accounting, preferably in the public sector dealing with local government. Any equivalent combination of education, training, and experience.
Knowledge, Ability and Skill:
Knowledge:
Basic knowledge of various accounting, Accounts Receivable, Accounts Payable, and Collections functions; familiarity with BWSC regulations and related requirements, practices and terminology; thorough knowledge of departmental operations; familiarity with accounting principles and procedures; working knowledge of software applications; experience with General Journal entries preferred.
Ability:
Communicate effectively and tactfully with staff and the public; compose correspondence; prioritize and complete multiple tasks at one time with frequent interruptions; think analytically; operate a computer with intermediate skills using software programs for word processing, database, spreadsheets and other software as required by the position; maintain and create spreadsheets and records; use automated accounting systems.
Skill:
Excellent customer service skills; strong organizational skills; strong analytical skills; skills in all of the above listed tools and equipment.
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.
This position is frequently required to sit, communicate, and hear, is occasionally required to walk, and must be able to handle or feel objects, tools, or controls and reach with hands and arms. The employee must occasionally lift and/or move objects weighing up to 10 pounds. Vision and hearing at or correctable to normal ranges. This position requires the ability to operate a keyboard and calculator at efficient speed.
Supervision:
Supervision Scope:
This position performs various duties requiring a thorough knowledge of departmental operations and the ability to complete assigned tasks according to established procedures and protocol.
Supervision Received:
Works under the general direction of the department manager, generally sets own daily work plan; escalates questions or issues as necessary to supervisor.
Supervision Given:
None.
Job Environment:
Work is performed in an office environment. Majority of work is performed in a moderately quiet work environment.
Operates computer, printer, telephone, copier, fax machine and all other standard office equipment.
Makes frequent contact with other departments, the general public and auditors.
Errors could result in delay or loss of service, and have potential legal and/or financial repercussions.
Affirmative Action/Equal Employment Opportunity Employer
Auto-ApplyBanker II
Finance service representative job in Coventry, RI
Requirements
Qualifications:
High School Diploma or equivalent.
2 years of cash handling experience, sales and service experience preferred.
Ability to project the vision and image of Centreville Bank.
Strong knowledge of current banking environment procedures and regulations.
Strong knowledge of bank products, services, policies, and procedures.
Basic knowledge of Microsoft Word and Excel.
Ability to multitask.
Commensurate with experience.
Centreville Bank offers a competitive salary and benefits package that includes medical and dental coverage, life insurance, disability insurance, 401(k) plan, paid time off and holidays.
Centreville Bank is an Equal Opportunity Employer. All positions are subject to periodic evaluation.
Financial Services Representative
Finance service representative job in Boston, MA
Industry: Financial Services | Wealth Management | Insurance
Are you ready to step into a high-paying industry where your growth potential is truly exponential? We're looking for driven, motivated individuals to join our team as Financial Services Representatives.
This is more than just a career - it's a vehicle to build the life you want. You'll have the flexibility to go as fast or as steady as you choose, with no income caps and a clear path to leadership and long-term success.
Why Join Us?
Unlimited earning potential - You control your income based on the effort you put in
Incredible culture - Supportive, growth-minded, and fun team environment
Flexibility - Create your own schedule and work-life balance
Professional growth - Access to world-class training, mentorship, and resources
High demand industry - Build a career in financial services, one of the most stable and lucrative industries
What You'll Do
• Educate and guide clients on financial strategies that protect and grow their wealth
• Build lasting relationships by helping individuals and families achieve financial security
• Access cutting-edge tools, mentorship, and leadership development programs
• Set your own pace with where you want to be
What We're Looking For
• Ambitious, self-motivated, and coachable individuals
• Strong communication and people skills
• A desire to build long-term success in financial services
• Life & Health Producer License (preferred) OR willingness to obtain one with our guidance
Compensation
This is a performance-based role with uncapped earning potential. Our top representatives earn six figures and beyond their first year.
If you're ready to create a career with exponential growth, financial freedom, and an incredible culture, apply today.
Auto-Apply