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Impact Advisors Jobs

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  • Customer Service Advisor

    USAA 4.7company rating

    Remote or Tampa, FL Job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work from home 2 days a week. The actual onsite days are settled between each employee and their manager. We have various schedules ranging from 8:00am EST to 8:00pm EST with two days off. These roles include a shift differential of 15% for hours worked after 6:00pm EST and any hours worked on Saturday or Sunday. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As part of our licensing training program, you are required to obtain a property and casualty license for your state of residency by your third week of employment. We provide all study materials and pay for up to 3 licensing exam attempts. During your first 90 days, we will also provide you with resources to acquire additional state licenses to better serve our members. We are currently seeking dedicated professionals to work in both Tampa Offices New Tampa: 17200 Commerce Park Blvd and Brandon: 9527 Delaney Creek Blvd for future insurance sales and customer service opportunities in 2025. As an Insurance Customer Service Representative, you'll work within defined guidelines to provide customer service, sales, and retention activities for multiple USAA Property & Casualty personal line products. You will assist members with new and existing USAA policies to deepen their relationship with the company. Representatives interact with our members across multiple contact channels to provide members adequate coverage and advice to help ensure their financial security. What you'll do: Facilitate the Property & Casualty member experience by handling inbound and outbound phone calls, emails, or other contacts from members. Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing member transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Maintain required Property & Casualty license and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Ability to provide exceptional customer service for our members by communicating clearly and professionally by phone, and email to process information related to insurance products Ability to prioritize and multi-task, while navigating through multiple business applications Ability to apply knowledge and understanding of insurance regulatory and compliance requirements Acquire Property & Casualty licenses and state registrations within 90 days of hire depends on location of hiring What sets you apart: 1 year of customer contact experience in a needs-based sales environment 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to face US military experience through military service or a military spouse/domestic partner Salary: The hiring range for this position is: $45,010 - $46,010. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA 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, or status as a protected veteran. By applying, you consent to your information being transmitted by Zippia to the Employer, as data controller, through the Employer's data processor SonicJobs. See USAA Privacy Policy at ***************************** and SonicJobs Privacy Policy at ******************************************* and Terms of Use at *********************************************
    $14.6-17.5 hourly Easy Apply 3d ago
  • Up to $140k/year | Bilingual Enterprise Account Executive | Remote Opportunity

    Array 3.5company rating

    Remote or Tulsa, OK Job

    Bilingual Enterprise Account Executive (Mandarin or Cantonese) Experience: Previous sales experience working in a professional service industry OR staffing industry is required. Pay: Up to $140,000 annual salary plus commission Array Corporation is seeking a Bilingual Enterprise Account Executive to join our growing and dynamic team! We customize workforce solutions that provide tech-enabled platforms that allow our employees to source, assess, train, and deploy labor against our customers' needs. Job Description: Identify and research potential clients. Develop and maintain client relationships. Secure new business with prospects and existing clients. Keep client information and sales leads up to date. Conduct prospecting activities, including cold calling, targeted email and CRM outreach campaigns, and meeting with prospective buyers. Communicate with stakeholders. Negotiate contract terms with clients. Own the relationship with the client: drive the entire sales cycle, manage client questions and/or escalations, and pursue opportunities to expand our partnership and services. Conduct client interviews, perform QBRs, prepare data, etc., to assess the previous quarter and implement lessons learned for the upcoming year. Position Requirements: Must be bilingual in Mandarin or Cantonese. Must be able to travel up to 50% of the time for client meetings. Effective communication skills with people at all levels of an organization. The ability to build relationships, communicate effectively, and accomplish multiple detail-oriented tasks simultaneously. Ability to make sound business decisions and think on your feet in a fast-paced environment. Strong interpersonal communication skills (both verbal and written). Excellent follow-through skills and time management. Able to work independently and as part of a team. Possess excellent phone sales skills with a strong sense of urgency. Strong multitasking, organizational, and prioritization skills. Ability to take on-the-spot feedback from managers and peers as a learning experience. Array Corporation is the leading technology-enabled workforce solutions company whose mission is to fix how labor is bought, sold, and delivered to enable universal access to the American Dream. We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
    $140k yearly 2d ago
  • OnBase Developer/Administrator

    Berkshire Hathaway Homestate Companies-Workers Compensation Division 4.8company rating

    Remote or Walnut Creek, CA Job

    Must Have Onbase Experience And Certification Berkshire Hathaway Homestate Companies, Workers Compensation Division, is seeking a highly skilled OnBase Engineer to join our dynamic team. The ideal candidate will have extensive experience in developing, configuring, and managing OnBase solutions for enterprise content management (ECM). This role will focus on designing and implementing advanced OnBase workflows, integrations, and customizations to enhance business operations and streamline document management processes. As a Senior OnBase Developer, you will work closely with cross-functional teams including business analysts, IT staff, and end-users to understand requirements and deliver high-quality solutions that align with business goals. Essential Responsibilities Design, Develop, and Maintain OnBase Solutions: Lead the development, configuration, and ongoing support of OnBase solutions to meet business needs, including document management, workflow automation, and case management. OnBase Workflow Design & Automation: Create and optimize OnBase workflows and integrations, ensuring seamless automation of business processes. Troubleshoot and resolve issues related to workflows and document routing. Custom Integrations: Develop and implement integrations between OnBase and other enterprise applications (e.g., ERP, CRM, or HR systems) using OnBase APIs, web services, or other integration methods. Custom Scripting & Development: Utilize OnBase SDK (Software Development Kit) and scripting languages such as C#, JavaScript, and .NET to develop custom functionality and enhance system capabilities. System Optimization & Performance Tuning: Monitor and troubleshoot system performance, ensuring that OnBase solutions are running efficiently. Perform regular system maintenance, updates, and upgrades to improve reliability and scalability. Collaboration with Stakeholders: Work closely with business analysts, project managers, and end-users to gather requirements, provide technical expertise, and deliver solutions that meet both functional and technical specifications. Documentation & Training: Document system designs, configurations, and custom scripts. Provide training and technical support to end-users and junior developers as needed. Technical Support & Troubleshooting: Provide advanced technical support for OnBase-related issues, including system errors, performance issues, and user requests. Best Practices & Standards: Adhere to development best practices, coding standards, and security protocols to ensure the quality and maintainability of OnBase solutions. ON-PREMISES, HYBRID & CLOUD ENVIRONMENTS Work with business applications across various environments, including on-premises, hybrid, and cloud systems. Work with the infrastructure and cloud teams to ensure that application environments are stable, secure, and meet business performance expectations. Support the transition of applications from on-premises environments to cloud or hybrid architectures, working closely with senior IT leadership on cloud migration strategies. Ensure proper governance and performance monitoring for applications in all environments, proactively identifying areas for optimization. RISK & COMPLIANCE Ensure that all business applications comply with industry regulations and internal security standards, including SOX, PCI-DSS, and other financial sector regulations. Work with the cybersecurity team to ensure applications are secured against potential threats and vulnerabilities. Develop and implement procedures for regular audits, risk assessments, and disaster recovery plans for critical applications. Ensure that QA processes adhere to relevant industry standards and regulatory requirements (e.g., ISO, GDPR, HIPAA). Develop and maintain test documentation, including test plans, test cases, test scripts, and test data management. Implement processes to ensure traceability of test cases to requirements and automated defect tracking/reporting. Required Qualifications Education: Bachelor's degree in computer science, Information Systems, or a related field (or equivalent work experience). Experience: Minimum of 5 years of hands-on experience with OnBase development, administration, and support. Proven experience in OnBase workflow configuration, scripting, and customization. Strong experience in OnBase API integrations (SOAP/REST), and OnBase SDK. Experience with document management systems, enterprise content management (ECM), and workflow automation. Experience with Hybrid Cloud strategies and solutions. Experience working in multi-disciplinary teams and collaborating with architects, business analysts, and stakeholders. Experience with cloud-based document management solutions. Experience with data migration and system upgrades/patching. Certifications: REQUIRED: OnBase Certified Workflow Administrator; OnBase Certified Application Programming Interface (API) developer. Certifications in relevant technologies such as Microsoft Certified: Azure Developer Associate or AWS Certified Developer preferred. Technical Skills Needed Strong knowledge of OnBase client/server architecture and system configurations. Proficient in C#, JavaScript, and SQL for scripting and custom development. Familiarity with .NET, RESTful APIs, SQL Server, and Microsoft technologies. Understanding of cloud-based OnBase deployments. Familiarity with Azure DevOps or other DevOps tools for CI/CD and automation. Knowledge of relational and non-relational databases (e.g., SQL Server Managed Instance, MongoDB). Familiarity with Agile development methodologies. Additional Skills Needed Problem Solving & Troubleshooting: Strong analytical and troubleshooting skills, with the ability to resolve complex technical issues quickly. Experience diagnosing system performance issues and applying optimization techniques. Communication Skills: Excellent written and verbal communication skills to clearly explain technical concepts to non-technical stakeholders. Ability to work collaboratively within a team and independently when necessary. What We Offer Work-Life Balance Work From Home Program (up to 2 days per week upon eligibility) Modernized Historical Setting in East Sacramento Free Lot Parking Benefits Paid Time Off Paid Holidays Retirements Savings Match Group Health Insurance (Medical, Dental, and Vision) Life and AD&D Insurance Long Term Disability Insurance Accident and Critical Illness Insurance Flexible Savings Accounts Paid Community Volunteer Day Employee Assistance Program Tuition Reimbursement Program Employee Referral Program Diversity, Equity and Inclusion Program $116,870 - $146,460 a year This pay scale is an estimate of the salary range the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The actual salary may be above or below the range. The pay scale applies only to this position and only if it is filled in Sacramento, California. The pay scale may be different for other positions or in other locations. About Us With more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.
    $116.9k-146.5k yearly 11d ago
  • Manager, Investor Relations

    Genworth 4.4company rating

    Richmond, VA Job

    At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care-and we bring those experiences with us to work in serving our millions of policyholders each day. We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism. Our four values guide our strategy, our decisions, and our interactions: Make it human. We care about the people that make up our customers, colleagues, and communities. Make it about others. We do what's best for our customers and collaborate to drive progress. Make it happen. We work with intention toward a common purpose and forge ways forward together. Make it better. We create fulfilling purpose-driven careers by learning from the world and each other. POSITION TITLE Manager, Investor Relations POSITION LOCATION Richmond, VA (hybrid) This position has a hybrid work schedule with at least 3 days per week in the Richmond office and more during quarter closes and the earnings processes. YOUR ROLE The Manager of Investor Relations reports to the SVP, Financial Planning & Analysis and will serve as an interface for the investor community playing a critical role in the development and execution of Genworth's overall communication strategy. You will engage with investors, sell-side analysts and other market influencers to ensure the company's strategy for value creation is understood through market engaging activities, quarterly results, annual report, sustainability report and company's annual proxy statement. You will partner with senior leaders throughout the organization to understand and influence external messaging in support of Genworth's key initiatives and future strategy. As a FP&A finance team member, you will support the quarterly earning process, assist in leading the development of key investor messaging and create a variety of internal reports provided to senior management to monitor our shareholder base and analyst coverage. This is a visible role, both externally and internally. What you will be doing Coordinate the quarterly earnings release process. Create strategic, operational, and financial analysis in support of earnings. Work with management and key business leaders to provide investor community with a timely and accurate view of company performance and performance drivers Support the planning processes, including the operating plan and multi-year plan, as well as actual reporting to support and understand how the company strategy will influence external messaging Serve as a key team member regarding the public communication of financial information and other material disclosures and provide assessment of key business initiatives' impact on market and shareholder perspective Coordinate and partner on the development of the quarterly investor presentation and earnings release along with the anticipated analyst questions and responses Support the development of the company's annual proxy statement and sustainability report Work within the FP&A team to develop and manage the investor relations outreach strategy, framework and tactics that build and enhance relationships with investors, analysts, shareholders, employees and customers Monitor and track sell-side research reports, summarizing relevant themes and analysis Track, analyze and report on investor base/shareholder changes and prepare presentation materials Perform ad-hoc financial and valuation analyses Travel approximately 10-20% for non-deal roadshows, sell-side conferences and professional development What you bring Bachelor's degree in Finance, Accounting, Economics or a related field with a minimum of 5+ years of experience Solid comprehension of financial reports/metrics and financial data/analytic tools Demonstrated ability to learn new concepts quickly and complete multiple assignments with high degrees of quality Proven interpersonal and communication skills with the ability to build and maintain great relationships Excellent attention to detail and written communication skills; previous business writing experience Results focused, proactive in nature and thrives in a fast-paced environment Employee Benefits & Well-Being Genworth employees make a difference in people's lives every day. We're committed to making a difference in our employees' lives. Competitive Compensation & Total Rewards Incentives Comprehensive Healthcare Coverage Multiple 401(k) Savings Plan Options Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!) Generous Paid Time Off - Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave Disability, Life, and Long Term Care Insurance Tuition Reimbursement, Student Loan Repayment and Training & Certification Support Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management) Caregiver and Mental Health Support Services ADDITIONAL At this time, Genworth will not sponsor a new applicant for employment authorization for this position.
    $108k-149k yearly est. 12d ago
  • Dealer Engagement Specialist

    Onemain Financial 3.9company rating

    Roanoke, VA Job

    The Dealer Relationship Representative is responsible for identifying potential dealers and acquiring and developing new auto and powersports dealer business relationships. In this position, you will be responsible for familiarizing dealer staff with our organization and program, which provides loans to consumers through dealers. This position plays a vital role in providing a high level of customer service and support to our Dealers as well as working closely with our internal team members. In the Role Prospect, qualify, and generate sales on Company products/services to new dealer partners. Assist dealer partners with loan origination and deal funding. Assist in the overall dealer performance from set-up to credit quality. Work closely with management to analyze current and future sales prospects and trends. Monitor competition by gathering current marketplace information on pricing, products, and marketing techniques. Work diligently to resolve customer complaints by investigating problems and developing solutions, preparing reports, and making recommendations to management. Requirements HS Diploma/GED required with equivalent work experience in related field 1-3 years of experience within auto dealer or finance industry, with experience and/or strong understanding of credit and lending. Reliable internet and telephone service, and dedicated home office or workspace. Ability to travel up to 75% within a designated territory. A valid driver's license and acceptable motor vehicle records history Preferred: Strong ability to establish and cultivate trusting business relationships Ambitious self starter with an entrepreneurial approach to achieve and exceed goals Ability to collaborate with different partners to provide value to organization initiatives Location: Roanoke, VA Target base salary range is $65,000-$90,000, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. Who we Are OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. Driven collaborators and innovators, our team thrives on transformative digital thinking, customer-first energy and flexible work arrangements that grow lives, careers and our company. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Because team members at their best means OneMain at our best, we provide opportunities and benefits that make their health and careers a priority. That's why we've packed our comprehensive benefits package for full- and some part-timers with: Health and wellbeing options for team members and their dependents Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Continuing education Bonus eligible Paid time off Paid volunteer time And more By applying, you consent to your information being transmitted by Zippia to the Employer, as data controller, through the Employer's data processor SonicJobs. See OneMain Financial Privacy Policy at ************************************** and SonicJobs Privacy Policy at ******************************************* and Terms of Use at *********************************************
    $25-30 hourly Easy Apply 2d ago
  • International Investment Counsellor (US Based) - Canadian Clients

    Fisher Investments 3.9company rating

    Remote or Clearwater, FL Job

    Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Tampa, FL. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will: Work with our Canadian clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Qualifications: CFA (passed any level) and Series 65 (we will help you obtain upon starting) 4+ years of experience with portfolio management and client relationship building Bachelor's degree A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $90k-160k yearly est. 6d ago
  • Bilingual Spanish Personal Loans Inbound Sales

    Discover Financial Services 4.4company rating

    Remote or Phoenix, AZ Job

    Discover. A brighter future. We offer 100% remote, combo, or on site - it's your choice! And… After you join the team, Discover will provide eligible employees with a one-time allowance of $500 to cover the costs of setting up a home office and a $60 monthly payment to offset remote work expenses. With us, you'll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. And we mean it - we want you to grow and make a difference at one of the world's leading digital banking and payments companies. We value what makes you unique so that you have an opportunity to shine. Come build your future, while being the reason millions of people find a brighter financial future with Discover. Job Description: We know you're going to love it here! Discover has an outstanding culture, and the employee experience is fantastic!Our next classes start in March of 2025. We are currently hiring for the following schedule: 1:30 PM - 11:00 PM EST (OH, MD, NJ, DE, PA) 11:30 AM - 9:00 PM MDT (UT) 10:30 AM - 8:00 PM MST (AZ) Note: Shifts are Monday - Friday with weekends as assigned. What You'll Do Handles communication with customers and performs a variety of functions focused on completing applications for applicants. Proactively sells the loan to the customer along with other benefits. Ensures that all portions of the application are accurate to help identify and then eliminate potential risks for the business. Helps drive applications to completion to increase receivables. Actively manages and escalates risk and customer-impacting issues within the day-to-day role to management. If working from home, you will need a quiet workspace so you can focus on our customers. You'll also need a minimum of 100 MBPS download / 10 MBPS upload speed from your internet provider. A wired connection is required. We'll priovide you with all the equipment you need! Minitors, laptops, keyboard, mouse, headset, and an amazing new hire training experience. You'll also have the best coaches to help you deliver the best service. How Youll Do It Communicates with customers on loan acquisition calls. Provides customers with consultative sales-based conversations. Sells the features and the benefits of the loan. Facilitates components of the credit application process including but not limited to: identity verification, judgmental review, negotiation of loan terms, applicant agreement of loan offer, and completion of the loan application. Qualifications Youll Need The Basics H.S. Diploma or GED 2+ years Customer Service, Sales or related experience Physical and Cognitive Requirements The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable a qualified individual with disabilities to perform the essential functions of the position as required by federal, state, and local laws: Primarily remain in a stationary position. No required movement about the work environment to complete the major responsibilities of the job. Primarily performed indoors in an office setting. Ability to operate office equipment such as but not limited to computer, telephone, printer, and calculator. Ability to communicate verbally.; Ability to communicate in written form. This position also requires completion of a series of activities designed to evaluate specific skills, knowledge, and qualifications related to this position. Bonus Points If You Have 2+ years Sales Bilingual Spanish #INDDFS #ZRDFS #Remote #BI-Remote A credit screening may be required for some roles within Discover Home Lending. Application Deadline: The application window for this position is anticipated to close on Feb-08-2025. We encourage you to apply as soon as possible. The posting may be available past this date, but it is not guaranteed. Compensation: The base pay for this position generally ranges between $17.50 to $24.77. Additional incentives may be provided as part of a market competitive total compensation package. Factors, such as but not limited to, geographical location, relevant experience, education, and skill level may impact the pay for this position. Benefits: We also offer a range of benefits and programs based on eligibility. These benefits include: Paid Parental Leave Paid Time Off 401(k) Plan Medical, Dental, Vision, & Health Savings Account Short and Long Term Disability, Life, and Accidental Death & Dismemberment insurances Recognition Program Education Assistance Commuter Benefits Family Support Programs Employee Stock Purchase Plan Learn more at mydiscoverbenefits.com. What are you waiting for? Apply today! All Discover employees place our customers at the very center of our work. To deliver on our promises to our customers, each of us contribute every day to a culture that values compliance and risk management. Discover is committed to a diverse and inclusive workplace. Discover is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or other legally protected status. (Know Your Rights & Pay Transparency Nondiscrimination Provision) Discover complies with federal, state, and local laws applicable to qualified individuals with disabilities and is committed to providing reasonable accommodations. If you require a reasonable accommodation to search for a position, to complete an application, and/or to participate in an interview, please email HireAccommodation@discover.com. Any information you provide regarding your accommodation needs will be kept confidential and will only be used to determine and provide necessary accommodation. At Discover, we are committed to creating an inclusive and equitable workplace through our Fair Chance Hiring practices. Fair Chance Hiring means that we base our hiring decisions on an applicant's qualifications rather than their criminal record. All our positions are subject to Section 19 of the Federal Deposit Insurance Act. Our applicants go through a background check, and we follow all applicable local laws, including the Los Angeles County Fair Chance Hiring Ordinance (LA County Fair Chance). Applicants must be 18 or older at the time of hire.
    $17.5-24.8 hourly 5d ago
  • Client Service Representative (CSR)

    Fisher Investments 3.9company rating

    Remote or Camas, WA Job

    Investing can be one of the most important and nerve-racking aspects of people's lives. At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures. The Opportunity: You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firm's relationship with them. You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings. You will be mentored by an experienced CSA to help you succeed at your role and will report to your Manager who will provide coaching to prepare you for future opportunities within our organization. The Day-to-Day: Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment Fulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians Establish and clear accounts and resolve documentation and transfer issues Your Qualifications: Bachelor's degree, or equivalent combination of education and experience Commitment to maintain quality of work while sticking to a timeline You meet challenges head-on. You learn from your setbacks and work towards improvement You are engaging and can connect with a wide array of audiences by phone and email Compensation: $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $55k-70k yearly 8d ago
  • Financial Consultant

    Fisher Investments 3.9company rating

    Remote or Clearwater, FL Job

    Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Tampa, FL. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will: Work with our Canadian clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Qualifications: CFA (passed any level) and Series 65 (we will help you obtain upon starting) 4+ years of experience with portfolio management and client relationship building Bachelor's degree A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $51k-82k yearly est. 6d ago
  • Real Estate

    The Redux Group 4.3company rating

    Richmond, VA Job

    We thrive on innovation, collaboration, and delivering unmatched value to clients. We're not just another real estate group; we're a dynamic force within the industry that is redefining what it means to succeed in real estate. If you're passionate about helping sellers, eager to take your career to new heights, and looking for an environment where your growth is as important as your results, we want you on our team! Why Join Redux? Seller-Focused Excellence: Our business model is built for sellers, giving you the edge you need. Warm, Qualified Leads: Our Inside Sales Agents handle lead pre-qualification so you can focus on prospecting your sphere and closing. Deal Profit Share: Not your average listing commission, you get to share the profit on specific deals! Creative Solutions: Proven strategies that help you win more deals and make more. Coaching for Success: We provide training and coaching using our proven repeatable strategies for success. Level Up: Surround yourself with successful leaders and real estate professionals. GROW: Learn wealth-building strategies and opportunities to grow your personal real estate portfolio along the way. Supportive Environment: Collaborate with seasoned agents and professionals who are as invested in your success as you are. The Role We don't just look for sales agents; we look for game-changers. Be a Leader: Help clients navigate challenging situations and find solutions that work. Show Grit: Approach every call, meeting, and challenge with energy and determination. Grow with Us: Participate in training and coaching to expand your skill set. Ready to Join Us? If you're ready to bring your skills, ambition, and drive, we're here to provide the tools, training, and opportunities you need to succeed. Take the next step in your real estate career and experience what it's like to work with a team that's as dynamic as you are. Compensation: $139,000+ on target commission based income Responsibilities: Make daily calls to set seller appointments Conduct listing appointments and negotiate contracts through closing Serve your clients with integrity and professionalism Actively participate in training and accountability sessions Qualifications: An active VA real estate license A hunger to achieve more and a willingness to learn Persistence and professionalism in every sales interaction A commitment to delivering exceptional client experiences About Company The Redux Group is a growth-oriented, top-producing mid-Atlantic real estate team doing business in the DC Metropolitan, Baltimore, Richmond, Philadelphia, and Delaware areas. We are looking for talented people who want to improve their skills while working in a fast-paced yet family-like atmosphere with a team that is driven to succeed and pushes each other to greatness. The Redux Group is an equal opportunity employer committed to diversity and inclusion in the workplace. Qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, sexual orientation, gender identity, protected veteran status, disability, or other protected status. #WHRE3 Compensation details: 139000-139000 Yearly Salary PI0857506014fa-26***********4
    $39k-54k yearly est. Easy Apply 17d ago
  • Client Service Associate - Finance

    Fisher Investments 3.9company rating

    Remote or Portland, OR Job

    Investing can be one of the most important and nerve-racking aspects of people's lives. At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures. The Opportunity: You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firm's relationship with them. You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings. You will be mentored by an experienced CSA to help you succeed at your role and will report to your Manager who will provide coaching to prepare you for future opportunities within our organization. The Day-to-Day: Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment Fulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians Establish and clear accounts and resolve documentation and transfer issues Your Qualifications: Bachelor's degree, or equivalent combination of education and experience Commitment to maintain quality of work while sticking to a timeline You meet challenges head-on. You learn from your setbacks and work towards improvement You are engaging and can connect with a wide array of audiences by phone and email Compensation: $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $55k-70k yearly 8d ago
  • Financial Counselor

    Fisher Investments 3.9company rating

    Remote or Clearwater, FL Job

    Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Tampa, FL. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will: Work with our Canadian clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Qualifications: CFA (passed any level) and Series 65 (we will help you obtain upon starting) 4+ years of experience with portfolio management and client relationship building Bachelor's degree A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $29k-36k yearly est. 6d ago
  • Customer Service Representative

    The Hartford 4.5company rating

    Remote or Hartford, CT Job

    CRS/Billing Spec I - OK10LN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. As a Customer Service Representative your primary role is to provide support and an effortless experience to policyholders. You will work with customers regarding insurance questions, policy changes, billing, and claims needs. This is an entry level position in our contact center and provides excellent career pathways into our organization that may include additional skill building opportunities. With a detailed road map for learning opportunities and managers who are trained to coach and guide toward career development, you will be equipped with the right tools to build a long-lasting and evolving professional career. Location: Training is onsite in our Hartford, CT office. Work Arrangements: The Hartford is proud to offer a hybrid work location model that is designed to support flexibility. Training for this role will be conducted in-office. The option to participate in two-day remote work will be offered after role efficiency is attained, subject to manager discretion and based on business need. Start Date: April 14, 2025 Base Salary is $23 per hour with opportunity for growth. Training Hours: Monday-Friday 9:30 AM - 6:00 PM EST (First 12 weeks mandatory attendance) Post Training Hours: Monday-Friday 9:30-6:00pm ET KEY RESPONSIBILITIES: Take ownership to ensure that we go above and beyond to service each caller's needs, utilizing every touch point as an opportunity to build value and The Hartford brand. Provide Exceptional Customer Service experience to our policyholders in every interaction. Handling inbound telephone calls from customers with questions or servicing needs related to their home, auto policies and/or billing. Initiate claims according to claims best practices and assist with existing claim inquiries. Be the first point of contact to our policyholders, explaining the claims process, initiating damage appraisals, and organizing car rental where appropriate. Promote digital self service capabilities. Utilize multiple computer applications with accuracy. Required to commit to the training and work schedule. Have a dedicated workspace free from distractions during work and training hours QUALIFICATIONS: A demonstrated background in customer service, call center, insurance, retail, restaurant or a related field Ability to work in a fast-paced complex environment while navigating multiple programs Problem solving and critical thinking skills with strong attention to detail. Excellent communication skills with ability to empathize with customers and colleagues Adaptability High School Diploma or equivalent experience required Spanish bilingual a plus BENEFITS: Medical, Dental, Life and Disability Insurance - EFFECTIVE ON DAY ONE! 25 days paid time off in your first full year Tuition reimbursement Paid volunteer opportunities Employee recognition Wellness program And more! Additional Information For full-time, occasional, part-time, or remote positions: (1) high speed broadband internet service is required, we do not recommend or support DSL, wireless, Wi-Fi, Hotspots, Fiber without a modem and Satellite; (2) Internet provider supplied modem/router/gateway is hardwired to the Hartford issued computer with an ethernet cable; and (3) minimum upload/download speeds of 10Mbps/100Mbps will be required. To confirm whether your Internet system has sufficient speeds, please visit ************************ from your personal computer. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $42,560 - $63,840 Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits
    $42.6k-63.8k yearly 1d ago
  • International Investment Counsellor (US Based) - Canadian Clients

    Fisher Investments 3.9company rating

    Remote or Saint Petersburg, FL Job

    Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Tampa, FL. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will: Work with our Canadian clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Qualifications: CFA (passed any level) and Series 65 (we will help you obtain upon starting) 4+ years of experience with portfolio management and client relationship building Bachelor's degree A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $90k-159k yearly est. 6d ago
  • Financial Consultant

    Fisher Investments 3.9company rating

    Remote or Saint Petersburg, FL Job

    Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Tampa, FL. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will: Work with our Canadian clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Qualifications: CFA (passed any level) and Series 65 (we will help you obtain upon starting) 4+ years of experience with portfolio management and client relationship building Bachelor's degree A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $51k-82k yearly est. 6d ago
  • Client Service Associate - Entry Level

    Fisher Investments 3.9company rating

    Remote or Portland, OR Job

    Investing can be one of the most important and nerve-racking aspects of people's lives. At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures. The Opportunity: You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firm's relationship with them. You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings. You will be mentored by an experienced CSA to help you succeed at your role and will report to your Manager who will provide coaching to prepare you for future opportunities within our organization. The Day-to-Day: Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment Fulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians Establish and clear accounts and resolve documentation and transfer issues Your Qualifications: Bachelor's degree, or equivalent combination of education and experience Commitment to maintain quality of work while sticking to a timeline You meet challenges head-on. You learn from your setbacks and work towards improvement You are engaging and can connect with a wide array of audiences by phone and email Compensation: $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $55k-70k yearly 8d ago
  • Client Service Representative (CSR)

    Fisher Investments 3.9company rating

    Remote or Vancouver, WA Job

    Investing can be one of the most important and nerve-racking aspects of people's lives. At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures. The Opportunity: You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firm's relationship with them. You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings. You will be mentored by an experienced CSA to help you succeed at your role and will report to your Manager who will provide coaching to prepare you for future opportunities within our organization. The Day-to-Day: Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment Fulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians Establish and clear accounts and resolve documentation and transfer issues Your Qualifications: Bachelor's degree, or equivalent combination of education and experience Commitment to maintain quality of work while sticking to a timeline You meet challenges head-on. You learn from your setbacks and work towards improvement You are engaging and can connect with a wide array of audiences by phone and email Compensation: $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $55k-70k yearly 8d ago
  • Financial Counselor

    Fisher Investments 3.9company rating

    Remote or Saint Petersburg, FL Job

    Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Tampa, FL. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will: Work with our Canadian clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Qualifications: CFA (passed any level) and Series 65 (we will help you obtain upon starting) 4+ years of experience with portfolio management and client relationship building Bachelor's degree A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $29k-36k yearly est. 6d ago
  • Client Service Associate - Entry Level

    Fisher Investments 3.9company rating

    Remote or Camas, WA Job

    Investing can be one of the most important and nerve-racking aspects of people's lives. At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures. The Opportunity: You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firm's relationship with them. You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings. You will be mentored by an experienced CSA to help you succeed at your role and will report to your Manager who will provide coaching to prepare you for future opportunities within our organization. The Day-to-Day: Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment Fulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians Establish and clear accounts and resolve documentation and transfer issues Your Qualifications: Bachelor's degree, or equivalent combination of education and experience Commitment to maintain quality of work while sticking to a timeline You meet challenges head-on. You learn from your setbacks and work towards improvement You are engaging and can connect with a wide array of audiences by phone and email Compensation: $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $55k-70k yearly 8d ago
  • Customer Service Representative, Hybrid

    The Hartford 4.5company rating

    Remote or Naperville, IL Job

    CRS I Claims - CQ10AN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. As a Customer Service Specialist, your primary role is to provide support and an effortless experience to policyholders. You will work with customers regarding insurance questions, policy changes, and billing needs. This is an entry level position in our contact center and provides excellent career pathways into our organization that may include additional skill building opportunities. With a detailed road map for learning opportunities and managers who are trained to coach and guide toward career development, you will be equipped with the right tools to build a long-lasting and evolving professional career. Location: This role is Hybrid. Training is onsite in our Naperville, IL office. Work Arrangements: The Hartford is proud to offer a hybrid work location model that is designed to support flexibility. Training for this role will be conducted in-office. The option to participate in two-day remote work will be offered after role efficiency is attained, subject to manager discretion and based on business need. Start Date: April 28, 2025 Training Hours: Monday - Friday 9:30 AM-6:00 PM CST (12 weeks) Post Training Hours: Monday - Friday 9:30 AM-6:00 PM CST Base pay is $23 per hour with opportunity for growth. KEY RESPONSIBILITIES: Take ownership to ensure that we go above and beyond to service each caller's needs, utilizing every touch point as an opportunity to build value and The Hartford brand. Provide Exceptional Customer Service experience to our policyholders in every interaction. Handling inbound telephone calls from customers with questions or servicing needs related to their home, auto policies and/or billing. Initiate claims according to claims best practices and assist with existing claim inquiries. Be the first point of contact to our policyholders, explaining the claims process, initiating damage appraisals, and organizing car rental where appropriate. Promote digital self service capabilities. Utilize multiple computer applications with accuracy. Required to commit to the training and work schedule. Have a dedicated workspace free from distractions during work and training hours. QUALIFICATIONS: A demonstrated background in customer service, insurance, retail, restaurant, or a related field Excellent verbal and written communication skills with strong ability to empathize with customers Ability to work in a fast-paced complex environment while multitasking Strong attention to detail Experience working in a Windows-based computer environment The ability to work in a collaborative environment Problem solving and critical thinking skills Bilingual - (Spanish/English is a plus) to develop and enhance strong impactful customer relationships High School Diploma or equivalent required, bachelor's degree a plus For full-time, occasional, part-time, or remote positions: (1) high speed broadband internet service is required, we do not recommend or support DSL, wireless, Wi-Fi, Hotspots, Fiber without a modem and Satellite; (2) Internet provider supplied modem/router/gateway is hardwired to the Hartford issued computer with an ethernet cable; and (3) minimum upload/download speeds of 10Mbps/100Mbps will be required. To confirm whether your Internet system has sufficient speeds, please visit **************************** your personal computer ADDITIONAL INFORMATION: We are invested in you from Day 1 as an individual and in your career journey. We prioritize supporting your skill development early in your career. Whether this means growing your career within the business or leveraging your talents across the organization, you can count on your leader to make an investment in your development! BENEFITS: • Medical, Dental, Life and Disability Insurance - EFFECTIVE ON DAY ONE! • 25 days paid time off in your first full year • Tuition reimbursement • Paid volunteer opportunities • Employee recognition • Wellness program • And more! Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $42,560 - $63,840 Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits
    $42.6k-63.8k yearly 5d ago

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