Finance service specialist jobs near me

Work From Anywhere Part-Time or Full-Time Insurance • Investments • Mortgage Looking for supplemental income or a career change? We train and license you to work in 3 of the most stable, high-paying industries no experience required. What's Included: Paid training + State & Federal licenses (covered) Flexible schedule perfect for travelers or stay-at-home professionals No quotas or income caps Residual income + bonuses + stock options Tax advantages (1099 contractor) Requirements: 18+ & no felony record Reliable Wi-Fi & Zoom access Self-motivated & trustworthy

NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************

About Us We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally. Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role. Role Description Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work Conduct Financial Needs Analysis to uncover financial goals of the client Formulate tailored financial plans for them Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf Conduct semi annual and annual reviews Experience All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more. Helpful traits and skills include: Entrepreneurial Mindset Leadership Self-Motivation Organization & Initiative High Ambition & Positive Energy Work Schedule & Benefits Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment. Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities. Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience. Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families. Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels. Compensation Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000 Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month) Non-Negotiable Qualifications Willingness to get licensed in 7-10 days via a state-approved course Ability to pass a background check Legally authorized to work in the United States No Felonies Find us on: Instagram | LinkedIn | TikTok | GFI Website

Building the Future of Crypto Our Krakenites are a world-class team with crypto conviction, united by our desire to discover and unlock the potential of crypto and blockchain technology. What makes us different? Kraken is a mission-focused company rooted in crypto values. As a Krakenite, you'll join us on our mission to accelerate the global adoption of crypto, so that everyone can achieve financial freedom and inclusion. For over a decade, Kraken's focus on our mission and crypto ethos has attracted many of the most talented crypto experts in the world. Before you apply, please read the Kraken Culture page to learn more about our internal culture, values, and mission. We also expect candidates to familiarize themselves with the Kraken app. Learn how to create a Kraken account here. As a fully remote company, we have Krakenites in 70+ countries who speak over 50 languages. Krakenites are industry pioneers who develop premium crypto products for experienced traders, institutions, and newcomers to the space. Kraken is committed to industry-leading security, crypto education, and world-class client support through our products like Kraken Pro, Desktop, Wallet, and Kraken Futures. Become a Krakenite and build the future of crypto! Proof of work The team Kraken's OTC desk is a market leader in one of the most innovative and fast-growing industries in the world. Renowned for our white-glove service, we provide market-making to clients globally, 24/7. Offering deep liquidity for tighter spreads, we deliver a private and personalized service for institutional clients and high-net-worth individuals executing large orders. Our OTC desk ensures discreet, secure, and ultra-competitive execution and settlement services. We've built a dominant OTC spot desk, expanded into options, and recently launched structured products, and now we're looking for a new OTC Trader to help drive the next phase of growth. In this role, you'll work with our OTC spot team to interface with clients, manage settlements, and gain exposure to our borrowing and lending operations. Reporting to a Director, this is a great opportunity for a motivated, curious trader to help shape the future of crypto with a leading global brand. The opportunity Manage the full lifecycle of cryptocurrency and FX trades. Handle OTC trading flow for both new and existing counterparties. Document OTC trades, execute orders, hedge risk, and reconcile positions and P&L. Settle fiat and crypto positions and perform essential ad-hoc tasks. Rebalance crypto and FX exposure across various trading venues. Engage with clients and connect them to the OTC desk. Identify and capture trading opportunities; execute trades within defined parameters. Collaborate with internal teams (operations, accounting, settlement) to ensure accurate settlement of transactions. Work with Kraken traders and cryptocurrency researchers to enhance market knowledge and expertise. Skills you should HODL 1-5 years of experience in OTC or electronic trading within the financial services and/or crypto space, with strong product knowledge. A passion for the crypto world-you're familiar with the latest trends, exciting coins, and have a strong learning attitude toward new industry developments. Experience in trade execution, strong understanding of electronic trading systems, covering front-to-back processes. A collaborative and learning mindset-you're eager to learn from your peers and thrive in a team environment Demonstrated ability to build and maintain relationships with institutional clients. Degree in Finance, Economics, Mathematics, Physics or related degree #LI-Remote This job is accepting ongoing applications and there is no application deadline. Please note, applicants are permitted to redact or remove information on their resume that identifies age, date of birth, or dates of attendance at or graduation from an educational institution. We consider qualified applicants with criminal histories for employment on our team, assessing candidates in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. Kraken is powered by people from around the world and we celebrate all Krakenites for their diverse talents, backgrounds, contributions and unique perspectives. We hire strictly based on merit, meaning we seek out the candidates with the right abilities, knowledge, and skills considered the most suitable for the job. We encourage you to apply for roles where you don't fully meet the listed requirements, especially if you're passionate or knowledgable about crypto! As an equal opportunity employer, we don't tolerate discrimination or harassment of any kind. Whether that's based on race, ethnicity, age, gender identity, citizenship, religion, sexual orientation, disability, pregnancy, veteran status or any other protected characteristic as outlined by federal, state or local laws. Stay in the know Follow us on Twitter Learn on the Kraken Blog Connect on LinkedIn Candidate Privacy Notice

Department Traders Employment Type Full Time Location Remote Workplace type Onsite Compensation Competitive Reporting To Management Key Responsibilities About Seven Points Capital For more information about Seven Points Capital recruitment terms and conditions please click here: ********************************************************************

At Anchorage Digital, we are building the world's most advanced digital asset platform for institutions to participate in crypto. Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry's leading security infrastructure. Home to Anchorage Digital Bank N.A., the only federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, Porto by Anchorage Digital, and other offerings. The company is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion. Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. Learn more at anchorage.com, on X @Anchorage, and on LinkedIn. Anchorage Digital's trading desk is rapidly growing and seeking a Sales Trader to cover the desk and drive new business. You will interact directly with our many institutional clients, winning their trust by showcasing your market expertise and ensuring their trades are executed and settled properly. As a trading SME, you will have the opportunity to win new business by supporting sales efforts focused in North America. We are investing heavily into our trading technology, and your front-line input will be valuable in prioritizing product features to grow our market share. We have created the Factors of Growth & Impact to help Villagers better measure impact and articulate coaching, feedback, and the rich and rewarding learning that happens while exploring, developing, and mastering the capabilities and contributions within and outside of the Member of Trading Solutions role: Technical Skills Ability to expertly execute complex trades with a strict risk-first mindset. The trading desk operates with very high notionals across many liquidity venues, making risk management paramount. Deep crypto market microstructure expertise. The ability to efficiently decide how available market liquidity across many venues can meet the objectives of a trade, balancing market risk with market impact. You will use judgment to choose optimal execution algorithm parameters, and closely monitor algorithm performance, making adjustments as needed. Every basis point of execution is significant and should be measured and understood. Traders on the desk use Python to automate manual tasks until the Engineering or Data Science teams deploy more robust solutioning. While Python expertise is not a requirement, you should be comfortable using Python code as needed, and over time develop proficiency in modifying existing code to fit the evolving needs of the desk. Complexity and Impact of Work While on coverage, be available to immediately respond to changing exposures, client questions and requests. This includes rotations on weekends and off-hour paging. Closely follow market narratives to contribute perspectives to internal research efforts, which may be used to increase engagement with trading clients. Coin coverage will span major coins (relevant to large audiences) to particular altcoins held by high-value clients. Organizational Knowledge Stay updated with the evolving cryptocurrency industry trends, regulatory guidelines, and best practices related to trading and settlements. Possess a comprehensive understanding of different cryptocurrencies and their underlying technologies, and the operational processes involved in settlement. Act as a brand ambassador for Anchorage Digital, participating in industry events, building a network of clients and industry peers. Communication and Influence Stay up to date with the underlying themes driving market prices and liquidity to deepen client interactions and execution strategies. Have "executive presence," i.e. confidence and composure interfacing with institutional clients, prospects, and C-level executives. Act as a mentor for more junior members of the team, ensuring they achieve expertise across processes and empowering them to identify and implement enhancements to the trading desk. You may be a fit for this role if you have: 5-7 years experience as an OTC trader in the cryptocurrency space. Demonstrated ability to convert institutional prospects into trading clients. Although not a requirement, bonus points if: You're proud of your crypto Twitter feed and ability to uncover narratives driving crypto markets and specific coins. You enjoy using memes as a method of communication. You were emotionally moved by the soundtrack to Hamilton, which chronicles the founding of a new financial system. :) About Anchorage Digital: Who we are The Anchorage Village, what we call our team, brings together the brightest minds from platform security, financial services, and distributed ledger technology to provide the building blocks that empower institutions to safely participate in the evolving digital asset ecosystem. As a diverse team of more than 300 members, we are united in one common goal: building the future of finance by providing the foundation upon which value moves safely in the new global economy. Anchorage Digital is committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported, and connected at work-regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives. Anchorage Digital is an Equal Opportunity Employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. Anchorage Digital considers qualified applicants regardless of criminal histories, consistent with other legal requirements. “Anchorage Digital” refers to services that are offered either through Anchorage Digital Bank National Association, an OCC-chartered national trust bank, or Anchorage Lending CA, LLC a finance lender licensed by the California Department of Financial Protection and Innovation, License No. 60DBO-11976, or Anchorage Digital Singapore Pte Ltd, a Singapore private limited company, all wholly-owned subsidiaries of Anchor Labs, Inc., a Delaware corporation. Protecting your privacy rights is important to Anchorage Digital, and we work to maintain the trust and confidence of our clients when handling personal or financial information. Please see our privacy policy notices here.

About BetrFounded in 2022 by Joey Levy and Jake Paul, Betr is building the world's first real money gaming super app. The company's first product, Betr Picks, launched in September 2023 and quickly grew to several hundreds of thousands of paying users that have already won $250M on the platform. Betr recently launched Betr Arcade with plans on launching additional new nationwide gaming products within its single app experience in 2025 to further differentiate its product offering. In addition to its single-app experience, Betr's gaming products are differentiated through a unique, simplified user interface that is catered to the casual sports fan and gamer, enabling Betr to capture more of the under-penetrated online gaming addressable market. Betr's media division, Betr Media, is one of the fastest growing sports gaming media brands in the U.S. and helps support the company's user acquisition and retention efforts. Betr is backed by Fuel Venture Capital, Aliya Capital Partners, IA Sports Ventures, FinSight Ventures, Florida Funders, Harmony Partners, 8vc, and other top-tier investors. About The Role:The Betr team is looking for a Sports Trader with enthusiasm and passion for the sports gaming industry. Reporting into our Head of Sports Trading, you will have a direct impact on both revenue profitability and expanding our market offerings. You will be the person behind the odds that our users bet on, using a variety of data to formulate what Betr believes are the most accurate odds, and then managing those odds throughout their lifecycle. This role will require scheduling flexibility and working on holidays and weekends when necessary. You will join a new, exciting, & fast growing team looking to build innovative products! What You'll Do: Manage risk and liability of all DFS player props games in accordance with Betr risk and trading SOP's Monitor league news and injuries to make real time market adjustments Adjust Betr markets in coordination with the market consensus Assist in analyzing daily reports to ensure proper player profiling as well as other key metrics Collaborate with operations to enhance the best customer experience About You: 3+ years of experience trading in a DFS or Sports Betting platform Strong analytical skills and ability to calculate odds Highly motivated self-starter with a proactive approach to problem-solving and a passion for staying up-to-date with industry trends and best practices Problem solving and strong critical thinking You thrive in a fast paced environment and are not intimidated by ambiguity or change Excellent verbal, written, and interpersonal skills with the ability to communicate clearly and effectively with team members and stakeholders, both internally and externally Self-motivated the the ability to drive initiatives from end-to-end, holding yourself to a high standard of excellence An entrepreneurial mindset with excellent organizational skills, the ability to be flexible, & prioritize responsibilities Bonus Points: Passionate and enthusiastic about a wide range of sports Experience in high pressure and high volume situations At Betr, we're driven by a shared vision to reshape the sports & gaming industry. As a dynamic startup poised for remarkable growth, we're dedicated to crafting innovative experiences that cater to sports enthusiasts across the nation. We believe in pushing boundaries, embracing diversity, and fostering a collaborative culture that extends beyond the world of sports. Join us in shaping the future of sports entertainment! Betr provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or gender expression. We deeply understand the value of bringing together a team with different perspectives, educational backgrounds, and life experiences. We encourage people from underrepresented backgrounds to apply Thank you for your interest in Betr. We look forward to reviewing your application.

Catio is building the world's first AI-powered Copilot for Tech Architecture-helping CTOs, architects, and developers plan high-ROI architectures, modernize and optimize their tech stacks, and make faster, smarter decisions using AI-driven intelligence. Backed by top-tier VCs and led by industry experts in AI, cloud, and enterprise architecture, we aim to democratize the intelligence and know-how for designing, evaluating, and evolving world-class tech stacks across industries worldwide. Join Our Talent Community for Future Roles at Catio Although we may not have a role open for you currently, we're in the midst of aggressive scaling and are always on the lookout for exceptional individuals to join our dynamic team in the future. We encourage you to apply. Why Consider a Future at Catio? Innovative Impact: We're not just developing a product; we're building a platform that has the potential of revolutionizing how companies can harness world class level tech stacks to propel their business. Culture of Collaboration: Thrive in a fully remote workplace that champions diversity, creativity, and thought leadership, working from anywhere with an amazing team. Unmatched Benefits: Enjoy a comprehensive benefits package, including health, dental, vision insurance, unlimited PTO, and a supportive work-life balance. Be Part of Something Bigger: Your work at Catio will have a tangible impact on companies worldwide, democratizing access to advanced tech architecture intelligence and know-how. Who We're Looking For: We're keen to connect with exceptional individuals who are passionate about technology, eager to tackle challenges, and ready to contribute to a dynamic team. While we're not hiring now and are gearing up to scale aggressively toward middle 2024, we're interested in hearing from individuals across various disciplines who believe they can become bar-raisers and can contribute meaningfully to our mission, to build the relationship! How to Express Interest: If you're inspired by the prospect of shaping the future of tech stack architectures and want to be considered for future opportunities with Catio, we invite you to share your resume and a brief note about your interest and potential fit for our team. Join our talent community today, and be the first to know about exciting roles as they become available. Catio: Where Your Future Is Built Today Shape the Future with Catio Join a world-class team of AI, engineering, and business leaders from Splunk, Atlassian, Dropbox, and more to build a category-defining platform. At Catio, we offer top-tier compensation for startups at our stage, ensuring highly competitive salaries along with significant equity in a rapidly growing, VC-backed company. We are also committed to fostering an inclusive and diverse workplace and welcome applicants of all backgrounds and identities. Join us and help revolutionize how companies plan and optimize their tech stacks using AI-driven intelligence!

Every day, CivicScience gathers opinions from millions of consumers on thousands of topics that provide high-velocity insights to leading brands. If there's a question critical to the marketing strategy of the Global 2000, CivicScience has the data. CivicScience improves data-driven advertising across the open Web through the use of responsibly sourced, high-quality audience segments, without dependence on third-party cookies. We are seeking a detail-oriented Programmatic Trader to join our Advertising team and leverage the direct user engagement of our consumer insights platform. You'll be a key player on our growing Advertising Trading team, driving the success of programmatic campaigns across DSPs and SSPs, while owning full-funnel campaign execution -- from launch through optimization and performance analysis. This role is ideal for someone who thrives in a startup environment, takes initiative without being prompted, and brings fresh, strategic ideas to the table. Key Responsibilities End-to-End Campaign Management: Independently launch and optimize programmatic ad campaigns via leading DSPs (The Trade Desk, Viant, Basis) and SSPs (Xandr Curate, Index Exchange, Media.net) Technical Execution: Handle all pre-launch setups, including pixel creation, creative trafficking, audits, and measurement tracking Performance Optimization: Monitor campaign health and drive performance across KPIs through continuous data-driven adjustments and strategic thinking Collaboration & Strategy: Partner with internal teams (Product, Sales, Account Management) to build tailored campaign strategies that meet advertiser goals Troubleshooting & Insights: Resolve PMP deliver challenges and identify revenue opportunities, even with limited data Measurement-Driven Focus: Own measurement studies and real-time performance analytics to validate and refine strategy Innovation-First Approach: Bring new ideas and proactive solutions to enhance processes, tools, and outcomes across the trading organization Trusted Technical Liaison: Act as a key technical point of contact for both internal stakeholders and external clients Qualifications & Experience 3+ years of hands-on DSP experience, launching and optimizing campaigns 3+ years working with SSPs, including direct deal ID setups and PMP execution Strong command of audience targeting, first- and third-party data strategies, and measurement best practices Proficiency with Excel and campaign analytics platforms Excellent multitasking skills with the ability to manage multiple campaigns and stakeholders Analytical and solutions-driven mindset with the ability to think strategically and act tactically Proficiency in Google Workspace products, HubSpot, and other ad tech products Benefits & Expectations Join a company that values innovation and creativity and works with cutting-edge ad tech to influence major business decisions, shape the future of advertising, and make a real-world impact. Benefits include: Company paid medical, dental, and vision premiums for you and your legal dependents Company paid life insurance plus short- & long-term disability coverage Flexible spending accounts for medical and dependent care Employee assistance programs Unlimited PTO 401(k) Travel and educational opportunities This is a remote (work from home) role with flexibility, autonomy, and a preference for candidates in the Eastern Time Zone. Working at CivicScience CivicScience has a vibrant, high-energy work culture with ambitious, innovative, and forward-thinking team members. Our three business units - Media Partnerships, CivicScience Intelligence, and Advertising Solutions - work together to fuel CivicScience's goals and objectives. We've been recognized for our work in the Inc. 5000, Pittsburgh Top Workplaces 2022, Pittsburgh Business Times Fast 50, GRIT Top 50 Innovative Supplier, Pittsburgh Technology Council's Tech 50 (winner), and Mental Health America's Bell Seal program (Gold winner, 2024 & 2025). More about CivicScience CivicScience is a consumer analytics and advertising platform. Our proprietary, always on, data collection engine captures over 1M survey responses daily, creating the most dynamic, real-time understanding of consumer wants, needs, and intentions in a constantly changing world. Powered by our premium media partnerships, our attitudinal database helps brands and media companies retain and grow existing customers while reaching and acquiring new ones. Our clients use CivicScience's unique dataset to inform advertising, communications, product, and financial strategies that drive superior business outcomes. Join the conversation.

The Sr Financial Services Specialist works with the Practice President, Partners, and the Operations Specialist of The Baldwin Group Wealth Advisors to manage all aspects of the investment and wealth management client relationship. The ideal candidate should have a strong financial and customer service background specializing in providing exceptional client service and ensuring that all processes and procedures are efficiently completed to meet firm and regulatory compliance.PRIMARY RESPONSIBILITIES: Work with advisors to provide a high level of client service to our RIA clients Assist in opening accounts, responding to client inquiries, and servicing existing accounts: transfers, deposits, and withdrawals, standing instructions for ETFs, periodic plans, and yearly distributions Coordinate periodic client investment reviews and assist with preparing portfolio presentations Complete the Client Fact Finder and Investor Profile Questionnaire and properly input client information in Stratus (CRM) Work closely with the Senior Operations Specialist to ensure all client cashiering and account maintenance requests are completed in a timely fashion Ensure that all departmental recordkeeping information is accurately maintained and documented Assist with client reporting and compliance-related requirements Coordinate with internal teams to complete ad-hoc departmental & compliance requests Ensure compliance with all financial regulations and internal policies EDUCATION AND EXPERIENCE REQUIREMENTS: B.A. or B.S. degree in Business Administration, Finance, or a related field required Minimum of 3 years of experience in financial or securities operations KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Strong knowledge of financial markets and securities Solid background in customer service reinforcing the Baldwin core values and establishing strong customer loyalty and confidence Excellent communication, interpersonal, and client service skills Highly organized, detail focused and reliable Knowledge of industry standards and regulatory requirements Proficiency in using digital tools and technology platforms for business operations TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED: Experience with investment tools and software Intermediate proficiency with MS Office products, including MS Word, MS Excel, MS PowerPoint, and MS Outlook IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. EEOC (STATEMENT): BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct. The starting pay is $70,000+ and is negotiable upon time of hire. #LI-JR1 #LI-Hybrid IND1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

We are seeking a Financial Specialist who will provide financial management, billing, and reconciliation support for cloud-related accounts and services. This role ensures the accurate setup, allocation, tracking, and reporting of expenditures and credits, while maintaining compliance with federal and organizational policies. The specialist will collaborate with project teams, principal investigators, researchers, and administrators to manage billing, cost allocations, and funding documentation. The ideal candidate is a collaborative team player with strong problem-solving skills, able to work effectively under pressure and adapt quickly to changing priorities. They are customer service oriented, responsive, and capable of translating complex financial information into clear guidance. A quick learner with strong troubleshooting abilities and a proactive mindset will thrive in this fast-paced environment. Contributions Key Responsibilities: Coordinate account setup, billing structures, and cost allocations with agency stakeholders, Cloud Service Provider (CSP) resellers, and internal departments. Maintain accurate financial records and tracking of cloud expenditures, credits, and funding sources. Reconcile monthly invoices, ensuring costs are properly allocated to grants, cost centers, or internal accounts. Assist in developing and maintaining standard operating procedures (SOPs) for financial and billing processes. Monitor cloud spending and usage, and provide regular reporting and analysis. Identify and resolve billing discrepancies or funding allocation issues in coordination with stakeholders. Stay current on policy updates, cost allocation rules, and credit usage guidelines. Support audit requests, internal reviews, and data calls related to cloud financial management. Contribute to continuous process improvement and financial compliance efforts. Qualifications Bachelor's degree 3+ years of experience in financial analysis, billing, cost accounting, or grants management. Understanding of federal grant funding mechanisms and internal funding processes. Experience supporting federal internal funding mechanisms, including preparation or execution of MOUs, IAAs, DCCs, or related funding documentation to establish billing and cost recovery processes. Experience with financial systems such as Costpoint, Oracle, or similar ERP platforms. Proficiency in Microsoft Excel and financial reporting tools. Experience with Microsoft business analytics tools, such as Power BI Familiarity with federal research administration or academic research environments. Knowledge of cloud billing systems (AWS, Google Cloud, Azure) and federal research cloud programs. Experience with grants management systems (e.g., eRA Commons). Experience with acquisitions and contracts management. Strong attention to detail, analytical, and organizational skills. Excellent written and verbal communication abilities. Ability to obtain and maintain a Public Trust clearance. This position requires onsite three (3) days per week in Bethesda, MD. About steampunk Identity Statement As part of the application process, you are expected to be on camera during interviews and assessments. We reserve the right to take your picture to verify your identity and prevent fraud. Steampunk is a Change Agent in the Federal contracting industry, bringing new thinking to clients in the Homeland, Federal Civilian, Health and DoD sectors. Through our Human-Centered delivery methodology, we are fundamentally changing the expectations our Federal clients have for true shared accountability in solving their toughest mission challenges. As an employee owned company, we focus on investing in our employees to enable them to do the greatest work of their careers - and rewarding them for outstanding contributions to our growth. If you want to learn more about our story, visit ************************* We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Steampunk participates in the E-Verify program. We can recommend jobs specifically for you! Click here to get started.

About Us We are BetMGM. We are revolutionizing sports betting and online gaming in the United States. We are a partnership between two powerhouse organizations-MGM Resorts International and Entain Group. You know our name through our exciting portfolio of brands including BetMGM Sportsbook, Borgata online, Party Casino and Party Poker. We aim to bring our ideas into action and find ways to deliver the best quality in gaming platforms. We understand that each card in the deck plays a unique role in any given hand, just as our employees each play a unique role in accomplishing our goals as a company. We strive to create a culture of empathy where our employees feel valued, heard, and comfortable bringing their authentic selves to work. We want to build a product and a workplace that reflect the communities we serve so we approach our work fearlessly, take responsibility when we get it wrong, and ante-up again. We play to win, and we are all-in together. We were recognized as one of Glassdoor's “Best Places to Work”. Location: Jersey City, NJ - Hybrid About the Role As part of the trading team, the US Sports Trader trades US major league and college sports (American football, baseball, basketball and ice hockey). This also includes managing risk, market liabilities and supporting the product. Responsibilities Day-to-day trading with market moves on games, player props and futures betting. Compile and trade prices on a variety of markets. Reacting quickly to market moves to keep in line with the wider market. New market creation across all sports and settlement. Being aware of what markets need to be settled in a timely manner that may not be automated. Constantly coming up with new markets to improve customer experience. Monitor market liabilities. Being aware of risk across all markets and reacting accordingly. Being on top of our stop loss system and regularly updating so markets are on site at their fullest. Manage customer risk profiles. Identifying customers betting patterns on different levels through approvals function and betting scrollers. Support all product initiatives. Delivering on a wide range of markets to suit all customers. Bet Acceptance. Accepting bets through our approvals functionality requiring quick decision making. Working with compliance department with new sport, league and market approvals from new and already open US states. Working with content team on the delivery of an optimal site for a better customer experience by flagging any display issues. Until fully licensed as required by state regulations, this position will support trading by providing operational support to ensure the seamless execution of our Sports Trading lifecycle and enhance the overall customer experience. Responsibilities will include: Assisting traders in day-to-day operations with market moves on games, player props and futures betting. Full-time trading training. Acquire knowledge about Sportsbook tools, platforms, and processes. Support the team in the resolution of issues impacting the trading team with both online and retail Sportsbooks. Provide operational support to Sports Trading team by creating betting sheets, configuration of new leagues and markets, and other tasks as assigned. Essential Functions Must be able to stand or sit and operate computers and other technological devices for extended periods of time Qualifications High school or equivalent 2+ years of experience in Trading US Sports Passion for US Sports Expertise in sports statistics Strong numerical and mathematical skills Team player Ability to focus Ability to work shifts which include evenings, weekends and public holidays Excellent knowledge of the rules of the game for all sports Good knowledge of the betting industry Sports betting experience is essential Familiarity with College and Major League Players High attention to detail The annual salary range for this position is $62000 to $75000. Factors which may affect starting pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate. This position is also eligible for participation in a performance-based bonus plan. Gaming Compliance & Licensing Requirements As an online gaming company, BetMGM is required to comply with state gaming regulations which includes licensing obligations. Applicable employees must be licensed by at least one jurisdictional agency, although certain positions require licensing by multiple agencies. Failure to become licensed or maintain licensure with each agency as required for the role may result in termination of employment. Please note that the licensing process includes comprehensive background checks which may include a review of criminal records, financial history, and personal background verification. In addition, candidates must comply with and support the company's responsible gambling policies, procedures and initiatives. About Our Culture Building BetMGM from the ground up takes effort, energy, and teamwork, but that's what will make leading this industry all the more satisfying. We stay focused on our main goal with the help of these four company pillars: Believe in Your Game - Take your shot! There's a freedom to explore ideas usually only start-ups are lucky enough to experience. Backed by the Best - With our expertise-merged with that of our world-class investors-we have the opportunity to take this business, and ourselves, farther than anyone has ever imagined. Do What's Right - We operate with clarity and simplicity, always doing the right thing by our customers and each other, standing shoulder to shoulder every day. Hustle Hard - Our combined commitment and ambition is what drives us to create some of the most innovative products in the industry. What We Offer As a valued employee, we're committed to giving you the resources and support you need. We offer Medical, Dental, Vision, Life Insurance, Commuter Benefits, Paid Time Off, Holidays, Employee Resource Groups and more! Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law. The position is also eligible for an annual bonus. BetMGM LLC is an Equal Opportunity Employer. We provide equal employment opportunities to all qualified individuals, regardless of race, religion, gender, gender identity, age, marital status, national origin, sexual orientation, citizenship status, veteran status, disability, or any other legally protected status. As an organization, we are unwavering in our commitment to maintaining a discrimination-free work environment, and fostering a culture of inclusivity, belonging and equal opportunity for all employees and applicants. We understand that each card in the deck plays a unique role in any given hand, just as our employees each play a unique role in accomplishing our company goals. So, we are committed to an inclusive culture for all and empowering our employees to thrive in meaningful careers. At BetMGM, we play to win, and we are “all in” together. If your experience looks a little different from what we've identified and you think you've got what it takes, we'd love to learn more about you. If you need assistance or accommodation with your application due to a disability, you may contact us at **********************. This job description is not an exclusive or exhaustive list of duties a person in this position may be asked to perform from time to time. #LI-HYBRID #LI-JM2

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Financial Services Operations Representative Location: Braintree, MA | Kansas City, MO | Hybrid Remote/Hybrid Work Schedule: We operate Monday - Friday from 8am to 7pm EST. The initial schedule will be Monday - Friday, 8am - 5pm EST. Once training is completed and you are fully established in your role, your schedule may shift to include later hours, up to 7pm EST. Training will be the first 4-6 weeks Monday - Friday 8am to 5pm EST with mandatory attendance. Attendance during the first 90 days of employment is essential for training and onboarding. Requests for time off during this period are generally not approved, except in cases of emergency. Role Overview As a Financial Services Operations Representative, you will be providing transaction-processing services with a service orientated approach for our Mutual Fund clients. You will work as part of a team to provide proactive and innovative solutions with a high attention to detail and accuracy. This role will be primarily operational in nature; however, you will also have opportunity to interact with account holders via outbound phone calls while working to research and resolve open items. Our team members share a commitment to ongoing professional development and delivery of exceptional quality service. Why You Will Love It Here! Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: Perform daily account activities to provide excellent service to our customers by processing financial service requests with efficiency and accuracy. After attending formal training, execute service requests, which include purchases, redemptions, transfers, exchanges, account maintenance and new account set-up. Meet and surpass quality and productivity objectives within current role; bringing a quality mindset to all aspects of the work. Review transactions for quality, ensuring the accuracy of the work entered; escalating areas of concern as needed for quality improvement purposes. Work collaboratively within a virtual environment to build and maintain strong relationships both internally and externally. On a daily basis, effectively communicate with advisors, shareholders, and the client over the phone in order to resolve complex issues or clarify incoming requests. Utilize internal and external resources to maintain a working knowledge of relevant account and industry trends. Coordinate and participate in special projects as assigned. Reps II and III will be reviewing and ensuring accuracy of work entered, providing coaching when needed and making recommendations for procedural changes. What You Will Bring: Critical thinking skills with the ability to review and analyze information from multiple resources to make an educated decision; strong problem solving and resolution skills. Service related skill set with ability to maintain a strong attention to detail and accuracy. Demonstrated ability to meet deadlines, remain adaptable and flexible with change. Exceptional written and verbal communication skills. Demonstrated computer skills with the ability to navigate and toggle between multiple programs and internal resources simultaneously to perform daily functions. Self-motivation with demonstrated ability to work and collaborate in a virtual environment. High School Diploma or equivalent with 1-year work-related experience. Preference is given to candidates with prior financial services experience; specifically with operations transaction processing and/or phone related experience. 1-2 years business experience in customer support, customer service, or transfer agency roles required for Rep. II and III. Required Minimum Workspace and Internet Specifications: Reliable high-speed internet connection with minimal service interruptions. Minimum download speed of 70-100MBPS and upload speed of 20MBPS. Dedicated, quiet home workspace that allows you to attend training and perform work without distractions, background noise, or interruptions. Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ************************ #LI-REMOTE #LI-JW3 #LI-Hybrid Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

About Us The Munger Agency is a fast-growing financial services organization focused on helping individuals and families plan for a more secure future. We believe in empowering motivated individuals to take control of their careers while making a meaningful difference in the lives of others. Our team is remote-first, growth-driven, and dedicated to mentorship and professional development. Job Summary We are looking for self-motivated, coachable individuals who are ready to launch a long-term career in financial services. In this role, you'll connect with clients, identify their needs, and guide them through personalized financial solutions. No experience is required-we provide complete training and support to help you succeed from day one. Key Responsibilities Communicate with prospective clients who have requested information Understand individual needs and provide tailored recommendations Manage your schedule, client follow-ups, and personal goals independently Work within a team-focused environment that values learning and collaboration Participate in regular training and mentorship to improve performance What We Offer Work-from-home flexibility with full-time or part-time options Complete training and hands-on mentorship A supportive and growth-oriented team culture Clear path to advancement and leadership opportunities Requirements What You Need Strong communication skills and a desire to help others Self-discipline and a high level of personal responsibility Willingness to learn and adapt in a fast-paced environment Comfortable working independently and remotely Must be 18 or older and authorized to work in the U.S.

We are an independent financial services division of Transamerica Financial Advisors with over 40 years of experience. Our mission is to provide comprehensive financial services to families, individuals, and businesses of all financial backgrounds. We take an educational approach to our services, ensuring that our clients understand the financial decisions they make and are prepared for a safe and stress-free life. The Opportunity This business opportunity allows you to join a team of ambitious entrepreneurs and leaders growing financial services businesses. You will receive weekly training and a personal group of experienced mentors to help you as you start your career. Our most ambitious associates receive quick leadership advancement and grow their own divisions. We are partnered with Transamerica, Fidelity, Nationwide, Athene, and many more A-Rated companies to provide financial education and solutions for our clients. We are looking for someone who wants: Remote Work from Home Lucrative Career Change To Work With People Ownership of a Business Control of Their Time Commission, Residual, and Passive Income A Career in the Financial Sector Mentorship and Personal Development Our Services We offer a wide range of financial services, including: Financial Education Personal Finance Retirement Solutions Long Term Care Small Business Protection Plans 401K and IRA Rollovers Life Insurance Planning College Planning Estate Planning And more. First 30 Days & Training Program You are able to start your business full or part time. Many of our new business partners start on a part time or referral basis as we grow a foundation for your career over the next 6 months. Many associates find it suitable to make the transition from a W2 into owning their own business on our platform over time. Expect to spend 10-20 hours per week in the beginning of your career completing the training program. You will develop your own schedule. In your first 30 days, you will complete our training program which includes: Acquiring Your Life and Health License Attending Virtual Trainings and Completing Field Trainings Marketing and Growing the Foundation to Your Business Developing Lead Systems and Creating a Business Plans Identifying First Clients and Business Partners You will be assigned multiple mentors to guide you along your journey as you grow more and more independent. Virtual Live Weekly Training Our firm hosts live weekly trainings twice a week on Tuesday evenings and Saturday mornings (outside of normal business hours). All associates are expected to attend these sessions as they are foundational to your success in this business. Outside of the live weekly trainings, we offer additional product training, mentorship, leadership development, and business courses throughout the month. Who Are We Looking For? Someone With.. Legality, Ethics, and Morality Entrepreneurial-Minded/Self-Starters Interest in Finance, Money, & Investments Leadership Skills / Wanting Growth An Ambitious, Go-Getter Attitude Great People Skills and Public Speaking Customer Service (Client Relations) Requirements Background Check & Clean Record USA Citizen with Valid Social Security Number At Least 18 Years of Age High Level of Integrity and Moral Compass ****Able to Complete Licensing in 30 Days****

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs. As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

About this role: Wells Fargo is seeking a Counsel Associate to join the Banking, Lending & Trust (BL&T) section of the Wealth & Investment Management (WIM) division of the Legal Department. This Counsel Associate will be providing legal support for banking, lending and trust products and services. In this role, you will: * Provide routine legal guidance on well-defined issues or claims against the Company, working under the direction of more senior counsel. * Conduct research on various legal matters, in support of more senior counsel. * Develop subject matter knowledge and risk assessment skill, and builds relationships with internal and external clients. * Monitor legal and regulatory changes, escalating issues to more senior members of the team as needed. * Collaborate within the department and across business and staff functions to address legal and risk issues in a manner consistent with the best interests of Wells Fargo. * Develop specialization within law while developing broader and deeper expertise * Review issues, policies or procedures for which answers can be quickly obtained related to low-to-medium risk deliverables * Receive direction from supervisor and exercise independent judgment while developing understanding of policies, procedures, specialization, and compliance requirements Required Qualifications: * 6+ months of Law experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * Active State Bar membership or the equivalent in a country outside the United States Desired Qualifications: * Prior experience reviewing formation documents (e.g., articles of incorporation, bylaws, limited liability company agreement, limited partnership agreement), trust agreements, certificates of trust, corporate resolutions and certificates, powers of attorney and confidentiality agreements. * Prior experience with consumer banking products, lending transactions and/or trust services. * Foster an environment that ensures strong communication and cooperation across the business, Compliance, Risk and Audit to facilitate transparency, balance and credible challenge. * Sustain a strong risk management culture that identifies, provides oversight and escalation of existing and emerging compliance and/or risk issues across business groups, legal entities, geographies and jurisdictions and ensure that escalated risk issues receive appropriate senior management attention. * Identify and analyze complex legal issues arising out of strategic initiatives as well as develop conclusions and recommend solutions while working directly with business partners. * Ability to research law and regulations and develop advice with respect to complex legal issues using public as well as company websites and databases. * Strong attention to detail and accuracy. * Experience working in a fast-paced, highly complex environment. * Excellent verbal, written, and interpersonal communication skills. * Ability to effectively organize and prioritize work while handling multiple matters Job Expectations: * Ability to travel up to 5% of the time * Position will require onsite presence from any of the required locations listed below Position Location Options: Charlotte, North Carolina (NC) - 401 S. Tryon Street Minneapolis, Minnesota (MN) - 90 S. 7th Street Irving, Texas (TX) - 401 Las Colinas Blvd., Bldg. B (Dallas metro) Washington, DC - 1700 K Street NW Must be based in one of the above locations or willing to relocate at your own expense. Relocation assistance is not available for this position. This position currently offers a hybrid work schedule. This position is not eligible for Visa sponsorship. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $77,000.00 - $145,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 16 Nov 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Washington,DC $25.00 - $30.48 / hour

Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker