Customer Care Advocate jobs at MetLife

Join our team as a Proactive Outreach Agent where you will have the opportunity to connect consumers with our Home Lending Advisors, ensuring an excellent customer experience. This role offers a dynamic work environment, the chance to work across multiple departments, and the opportunity to facilitate the mortgage application process. As a Consumer Originations Proactive Outreach Agent within our Specialty Sales team, you will play a pivotal role in supporting our Home Lending Advisors by managing both marketing and customer application leads. Your passion for exceptional customer service and your drive to grow and develop will empower you to thrive in our team. Join us in making a difference by facilitating seamless connections between customers and our expert Home Lending Advisors. Work Schedule: Candidates must be willing and able to work schedules that support our Sales Team's operational hours, which includes an 8-hour shift between 8am and 7pm, as well as certain holidays and weekends (on rotation). Job Responsibilities Efficiently manage and prioritize marketing and reactive leads, ensuring timely follow-up and transfer to Home Lending Advisors. Initiate contact with potential customers through marketing leads, providing information and assistance to seamlessly connect them with an expert Home Lending Advisor. Respond to reactive customer application leads, addressing inquiries and facilitating a smooth transition to Home Lending Advisors. Foster strong relationships with internal teams and customers by maintaining real-time communication and follow-up for all questions and concerns. Contribute to the development and refinement of internal procedures, templates, and job aids to enhance lead management efficiency. Partner with the Sales team to enhance lead management strategies and support overall team objectives, fostering a cooperative and dynamic work environment. Ensure all activities are conducted in compliance with relevant regulations and company policies. Demonstrate a commitment to customer service by providing helpful, empathetic, and positive interactions with all potential and existing customers. Required qualifications, capabilities and skills Exhibit ability to work effectively in a team environment by prioritizing support and service, partnerships, and business needs first. Your willingness to take on new tasks and responsibilities as business needs and capacity fluctuates. Ability to work in a fast-paced environment and adaptable to change. (market fluctuations and competing priorities). Proficient in Microsoft Office (Outlook, Excel, Word) with the ability to work with multiple applications at the same time. Strong problem-solving, communication and listening skills, and pays attention to detail. Supports a winning team culture by demonstrating helpfulness, empathy, and a positive attitude. Uses time effectively by understanding what will help or hinder progress and directing efforts toward value-added activities. Strong adherence to compliance regulations. High School Diploma or GED required. Preferred qualifications, capabilities and skills Familiarity with Mortgage Originations or Servicing systems and processes. Prior experience with Billing, Accounts Payable, & Accounts Receivable. Microsoft Access Database familiarity. Bilingual (Spanish) is highly desired. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Join our team as a Proactive Outreach Agent where you will have the opportunity to connect consumers with our Home Lending Advisors, ensuring an excellent customer experience. This role offers a dynamic work environment, the chance to work across multiple departments, and the opportunity to facilitate the mortgage application process. As a Consumer Originations Proactive Outreach Agent within our Specialty Sales team, you will play a pivotal role in supporting our Home Lending Advisors by managing both marketing and customer application leads. Your passion for exceptional customer service and your drive to grow and develop will empower you to thrive in our team. Join us in making a difference by facilitating seamless connections between customers and our expert Home Lending Advisors. Work Schedule: Candidates must be willing and able to work schedules that support our Sales Team's operational hours, which includes an 8-hour shift between 8am and 7pm, as well as certain holidays and weekends (on rotation). **Job Responsibilities** + Efficiently manage and prioritize marketing and reactive leads, ensuring timely follow-up and transfer to Home Lending Advisors. + Initiate contact with potential customers through marketing leads, providing information and assistance to seamlessly connect them with an expert Home Lending Advisor. + Respond to reactive customer application leads, addressing inquiries and facilitating a smooth transition to Home Lending Advisors. + Foster strong relationships with internal teams and customers by maintaining real-time communication and follow-up for all questions and concerns. + Contribute to the development and refinement of internal procedures, templates, and job aids to enhance lead management efficiency. + Partner with the Sales team to enhance lead management strategies and support overall team objectives, fostering a cooperative and dynamic work environment. + Ensure all activities are conducted in compliance with relevant regulations and company policies. Demonstrate a commitment to customer service by providing helpful, empathetic, and positive interactions with all potential and existing customers. **Required qualifications, capabilities and skills** + Exhibit ability to work effectively in a team environment by prioritizing support and service, partnerships, and business needs first. + Your willingness to take on new tasks and responsibilities as business needs and capacity fluctuates. + Ability to work in a fast-paced environment and adaptable to change. (market fluctuations and competing priorities). + Proficient in Microsoft Office (Outlook, Excel, Word) with the ability to work with multiple applications at the same time. + Strong problem-solving, communication and listening skills, and pays attention to detail. Supports a winning team culture by demonstrating helpfulness, empathy, and a positive attitude. + Uses time effectively by understanding what will help or hinder progress and directing efforts toward value-added activities. + Strong adherence to compliance regulations. + High School Diploma or GED required. **Preferred qualifications, capabilities and skills** + Familiarity with Mortgage Originations or Servicing systems and processes. + Prior experience with Billing, Accounts Payable, & Accounts Receivable. + Microsoft Access Database familiarity. + Bilingual (Spanish) is highly desired. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* 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

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. Your career at Nationwide includes a 7-week training program designed to set you up for success and confidence in your new role. Your virtual training schedule will be Monday-Friday, 9 AM - 5:30 PM ET. Post-training schedule hours for this role could fall between the time frame: 8 AM - 11 PM ET Monday to Friday, with a potential of a Saturday shift, which would be 9 AM - 6 PM ET. This role will be hired on a Successflex basis and follows a hybrid work schedule, with 2 days in office and 3 days remote work each week during training and post training. Candidates must live within a 35-mile radius of the following office locations: Ohio - Three Nationwide Plaza, Columbus, OH 43215 Arizona - 18700 North Hayden Rd, Scottsdale, AZ 85255 Licensing Requirements: This role requires you obtain, the Securities Industry Essentials (SIE), Series 6, and Series 63 licenses. * The SIE license must be obtained either prior to your start date or within the first 120 days of employment. * The Series 6 and Series 63 licenses must be obtained either prior to your start date or within the first 180 days of employment. Your total rewards package includes a minimum salary of $46,345 ($23/hr) with a competitive benefits package. Benefits: We offer a competitive benefits package which includes: * Paid time off * 401(k) with company match of 50% on the first 8% you contribute * Company-paid retirement (pension) plan * Comprehensive medical, dental and vision benefits Hybrid and work from home opportunities * Educational assistance * Exclusive insurance discounts Training: We will provide you with our award-winning 7 week training program #LI-CB2 Summary Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate Nationwide's marketing strategies when communicating with customers. Job Description Key Responsibilities: * Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing. * Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need. * Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper. * Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws. * Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract. * Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles. * Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other responsibilities as assigned. Reporting Relationship: Reports to Supervisor/Manager and does not have direct reports. Typical Skills and Experiences: Education: High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred. License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system. Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position. Experience: One year of experience in customer service, sales related occupations. Knowledge, Abilities and Skills: Knowledge of various insurance products and the sales process. Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states. Understands the consequences of not following the FINRA rules and regulations. Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software. Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner. Values: Regularly and consistently demonstrates the Nationwide Values. Job Conditions: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Call center environment. Extended periods of time sitting in front of a computer and taking phone calls. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

CRS/Billing Spec I - OK10LNCRS/Billing Spec III - OK10JN 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 Relationship Specialist, your primary role is to provide an effortless experience to our existing policyholders, third parties and agents regarding insurance questions, inquiries, or concerns. You will work with customers by handling a variety of inbound telephone calls regarding their policies. Your success is important to us - you will receive ongoing coaching and development to support you as you build your career at The Hartford. Location: Remote Position (Work from Home) Start Date: December 15th, 2025 Training is provided: 9 Weeks of Training Training Hours: 10:30AM - 7:00PM EST Post Training Hours: 11:30AM - 8:00PM EST RESPONSIBILITIES: Promote digital self service capabilities. 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. Assisting customers over the phone. Must have the ability to learn insurance product and processes in training environment. 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. INTERNET: 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/100 Mbps will be required. To confirm whether your Internet system has sufficient speeds, please visit ************************ from 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, Vision, Life and Disability Insurance. Effective day 1. 25 days paid time off in your first full year of service and Paid Holidays Tuition reimbursement, Student Loan Paydown Program 401K Click on this link to learn more about our comprehensive benefits package and award winning well-being program: ******************************************** 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: $31,360 - $51,720 The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience. Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits

As a Client Care Service Representative at Northwestern Mutual, you will be a key ambassador of our client experience. As part of our client service operations, you will engage with clients and financial representatives across multiple channels, expertly resolve inquiries and process transactions related to insurance, investments, or other financial products, and contribute to a culture that values proactive problem solving and continuous improvement. We are committed to providing exceptional support and are proud to welcome bilingual candidates-particularly Spanish speakers-as we strive to serve our diverse clientele. This is a remote role-candidates must live in the Mountain Time Zone. Key Responsibilities Client Engagement: Provide prompt, accurate, and courteous service to clients and financial representatives via phone, email, and potentially other digital channels. Deliver personalized support by understanding customer needs and offering tailored solutions within the scope of Northwestern Mutual's products and services. Issue Resolution: Handle both basic and intermediate (semi-complex) inquiries with a clear understanding of our insurance, investment, or related financial products. Use defined processes for routine issues while applying critical thinking to suggest effective solutions for non-standard situations. System Navigation & Accuracy: Efficiently navigate multiple proprietary and standard software applications to process requests with exceptional attention to detail and accuracy. Maintain high accuracy in data entry and case management, ensuring client information is handled securely and confidentially according to industry regulations and company policy. Relationship Building: Develop professional and empathetic relationships with clients and Financial Advisors. Enhance the overall client experience and build brand loyalty through proactive communication, follow-ups, and quality service. Continuous Improvement: Embrace change in a dynamic environment and actively contribute ideas for process enhancements to improve efficiency and client satisfaction. Participate in ongoing training sessions and professional development opportunities to stay current with products, services, regulations, best practices, and technological advances. Required Qualifications An Associate's degree in Business, Finance, or a related field, or an equivalent combination of education and professional experience. Exceptional verbal and written communication skills with a strong customer-focused mindset. Strong organizational and multitasking abilities in fast-paced settings. Demonstrated proficiency in using modern software packages and navigating multiple complex systems. A proactive approach toward problem solving with a commitment to continuous learning and accuracy. Skills You Have Customer Service Mindset (NM) - Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions. Customer Support (NM) - Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; leverages knowledge of trends affecting customer to help them make informed decisions and communicates with the customer and the field. Uses customer intelligence to solve problems, demonstrate patience and understanding, ensure customer satisfaction by knowing the customer and audience and resolve customer complaints efficiently. Change Adaptability (NM) - Becomes adaptable in response to continual changes; shows an openness to new ways of working, new methods, work-in-progress improvements and changes and seamlessly navigates the changing business environment and adjusts behavior as appropriate to the situation. Client Advocacy (NM) - Translates customer issues and pain points into requirements, represents client's best interests. Analyzes customer feedback to understand client needs and communicates client sentiment to product teams and relevant stakeholders. Analytical Thinking (NM) - Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes. Adaptive Communication (NM) - Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences. Quality Acumen (NM - Demonstrates thorough understanding of the professional domain, adheres to established industry standards, and exhibits effective consultative behaviors. Continuously enhances knowledge through learning and experience, implements best practices consistently to provide better solutions, exceptional quality of service, and offers a seamless user experience. Why Join Northwestern Mutual? Growth Opportunities: We are invested in your professional development and provide clear pathways for career advancement within a stable and respected company. Inclusive Culture: We foster a diverse and inclusive environment that encourages collaboration, integrity, and mutual respect. Impactful Work: Your role directly influences client satisfaction and financial security, contributing to the overall success of our clients and the company, making a measurable This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form. Compensation Range: Pay Range - Start: Pay Range - End: Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Job Posting End Date: 01/01/2026 The timeline for this job posting may be shortened or extended based on organizational needs. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Nor thwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work. Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries. Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients. Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy. Understands how systems connect to processes and outcomes. Drives change and embraces continuous improvement by creating processes and provisions to accommodate change. Fosters a professional relationship with our clients to enhance brand loyalty Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards Adept at shifting work priorities to meet the needs of the business and customer demand. Qualifications Associates degree in business or related field or equivalent combination of education and experience Minimum of 2 years related customer service experience with proven customer service skills Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets) A basic understanding of tax implications Advanced written and verbal communication skills Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy Strong organization skills with the ability to prioritize tasks. A strong desire to continuously learn and improve Strong problem-solving skills and ability to provide options Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $21.35 Pay Range - End: $32.02 Geographic Specific Pay Structure: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide , “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. The role will be hired on a SuccessFlex basis and follows a hybrid work schedule, with 2 days in the office and 3 days remote work each week during training and post training. Candidates must live within a 35-mile radius of the following office location: Ohio - Grandview Heights, 1000 Yard Street, 43212 Training Schedule: Weeks 1-4: Monday to Friday, 10:00 am - 6:00 pm EST(Hybrid: 2 days in the office Tues & Wed, 3 days remote) Week 5: Monday to Friday, between the hours of 8 AM - 8 PM EST (Hybrid: 2 days in the office, 3 days remote) Post-Training Schedule: Hybrid work schedule continues with 2 days in the office (Wednesday being a required day) and 3 days remote work each week. Schedules will be 11:30 AM - 8 PM EST, Monday through Friday. This position requires that you maintain the following technology requirements for your home office: • 30 mbps download/3 mbps upload • Acceptable internet service provider technologies are: broadband cable and fiber • Wired connection between work equipment and home internet equipment Your total rewards package includes a minimum salary of $46,225 with a competitive benefits package. Benefits: We offer a competitive benefits package which includes: · Paid time off · 401(k) with company match of 50% on the first 8% you contribute · Company-paid retirement (pension) plan · Comprehensive medical, dental and vision benefits Hybrid and work from home opportunities · Educational assistance · Exclusive insurance discounts Training: We will provide you with our award-winning 5 week training program #LI-CB2 Summary Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate Nationwide's marketing strategies when communicating with customers. Job Description Key Responsibilities: Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing. Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need. Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper. Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws. Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract. Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles. Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other responsibilities as assigned. Reporting Relationship: Reports to Supervisor/Manager and does not have direct reports. Typical Skills and Experiences: Education: High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred. License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system. Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position. Experience: One year of experience in customer service, sales related occupations. Knowledge, Abilities and Skills: Knowledge of various insurance products and the sales process. Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states. Understands the consequences of not following the FINRA rules and regulations. Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software. Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner. Values: Regularly and consistently demonstrates the Nationwide Values. Job Conditions: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Call center environment. Extended periods of time sitting in front of a computer and taking phone calls. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

Take charge of the contract management process for J.P. Morgan's diverse investment products, where your expertise drives business growth, strengthens key partnerships, and puts you at the center of high-impact collaboration with senior leaders and industry experts. As the Contract Specialist within JP Morgan's Asset Management you are an accountable member of the US Intermediary Contract team with primary responsibility for the contract management process - approval, negotiations and administration for the J.P. Morgan Mutual Funds, Global Liquidity, 529, Commingled, ETF, Alternatives and Managed Account businesses. This includes responsibility for the approval process, administration, preparation, and negotiation of contracts, coordination of due diligence, and responsibility for processes and controls relating to the timely completion of contracts. These contracts play a critical role in enabling business growth and maintaining relationships with our Intermediary partners. This position fosters relationships and regularly interacts with senior management, sales teams, business leaders, and legal and compliance personnel across multiple investment lines (US Funds, Institutional, Global Liquidity, Separately Managed Account businesses). Job responsibilities Manage the standard contract and governance process; ownership of the bespoke/negotiated contracts, across our various investment products; information resource to legal, line of business senior management, sales and service teams in Funds impacted by the contract process Maintain central records for all contracts and respective fee arrangements with financial intermediaries; includes accountability for data integrity and oversight of contract management tool. Maintenance and ownership of department contract procedures Partner with internal legal - running the weekly meeting, manager, compliance, invoice team, product, sales management and management of other functional areas to coordinate effective, fluid and timely management of the contract negotiation process Expected to make decisions concerning the day-to-day operation of the various entities, exercise good judgment and escalate issues appropriately Anticipate the needs of clients and work to consistently meet or exceed those needs, will require regular interaction with senior level personnel at the Funds' distribution partners Work independently or in coordination with internal sales team to address client inquiries and respond to information requests Become the agreement expert; fully understand how J.P. Morgan Funds conducts business across various sales channels and client segments Required qualifications, capabilities, and skills Bachelor's degree required Experience in asset management, compliance, or legal Strong time, project management, and organizational skills in deadline-driven environments Motivated self-starter focused on client service, able to work independently and as part of a team Mindset for continuous process improvement, influencing change and collaboration across the organization Solution-oriented, leading initiatives to enhance processes and drive results. Excellent communication and presentation skills, able to tailor messages for various audiences; proficient in Microsoft Office (Word, Excel, PowerPoint) and reporting Preferred qualifications, capabilities, and skills FINRA Series 6 or 7 strongly preferred

Take charge of the contract management process for J.P. Morgan's diverse investment products, where your expertise drives business growth, strengthens key partnerships, and puts you at the center of high-impact collaboration with senior leaders and industry experts. As the Contract Specialist within JP Morgan's Asset Management you are an accountable member of the US Intermediary Contract team with primary responsibility for the contract management process - approval, negotiations and administration for the J.P. Morgan Mutual Funds, Global Liquidity, 529, Commingled, ETF, Alternatives and Managed Account businesses. This includes responsibility for the approval process, administration, preparation, and negotiation of contracts, coordination of due diligence, and responsibility for processes and controls relating to the timely completion of contracts. These contracts play a critical role in enabling business growth and maintaining relationships with our Intermediary partners. This position fosters relationships and regularly interacts with senior management, sales teams, business leaders, and legal and compliance personnel across multiple investment lines ( US Funds, Institutional, Global Liquidity, Separately Managed Account businesses) . **Job responsibilities** + Manage the standard contract and governance process; ownership of the bespoke/negotiated contracts, across our various investment products; information resource to legal, line of business senior management, sales and service teams in Funds impacted by the contract process + Maintain central records for all contracts and respective fee arrangements with financial intermediaries; includes accountability for data integrity and oversight of contract management tool. Maintenance and ownership of department contract procedures + Partner with internal legal - running the weekly meeting, manager, compliance, invoice team, product, sales management and management of other functional areas to coordinate effective, fluid and timely management of the contract negotiation process + Expected to make decisions concerning the day-to-day operation of the various entities, exercise good judgment and escalate issues appropriately + Anticipate the needs of clients and work to consistently meet or exceed those needs, will require regular interaction with senior level personnel at the Funds' distribution partners + Work independently or in coordination with internal sales team to address client inquiries and respond to information requests + Become the agreement expert; fully understand how J.P. Morgan Funds conducts business across various sales channels and client segments **Required qualifications, capabilities, and skills** + Bachelor's degree required + Experience in asset management, compliance, or legal + Strong time, project management, and organizational skills in deadline-driven environments + Motivated self-starter focused on client service, able to work independently and as part of a team + Mindset for continuous process improvement, influencing change and collaboration across the organization + Solution-oriented, leading initiatives to enhance processes and drive results. + Excellent communication and presentation skills, able to tailor messages for various audiences; proficient in Microsoft Office (Word, Excel, PowerPoint) and reporting **Preferred qualifications, capabilities, and skills** + FINRA Series 6 or 7 strongly preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide , “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. Your career at Nationwide includes a 5-week training program designed to set you up for success and confidence in your new role. Start Date: December 1, 2025 Training Schedule: Classroom Training: December 1 - December 30, 2025 Hands-On/Buddy Week: December 31, 2025 - January 7, 2026 Work Hours: 8:00 AM - 5:00 PM (local time) Eastern Time for Ohio Mountain Standard Time for Arizona Work Arrangement: This position follows a Successflex hybrid schedule: 2 days in-office 3 days remote Applies during both training and post-training periods Location Requirement: Candidates must reside within a 35-mile radius of one of the following office locations: Ohio: Three Nationwide Plaza, Columbus, OH 43215 Arizona: 18700 North Hayden Rd, Scottsdale, AZ 85255 In addition: This role requires the successful completion of the following licenses: Securities Industry Essentials (SIE) Series 6 Series 63 Study time and support will be provided after your start date to help you prepare for and successfully complete these licensing requirements. Your total rewards package includes a minimum salary of $46,225 with a competitive benefits package. Benefits: We offer a competitive benefits package which includes: · Paid time off · 401(k) with company match of 50% on the first 8% you contribute · Company-paid retirement (pension) plan · Comprehensive medical, dental and vision benefits Hybrid and work from home opportunities · Educational assistance · Exclusive insurance discounts Training: We will provide you with our award-winning 5-week training program #LI-CB2 Summary Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate Nationwide's marketing strategies when communicating with customers. Job Description Key Responsibilities: Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing. Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need. Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper. Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws. Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract. Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles. Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other responsibilities as assigned. Reporting Relationship: Reports to Supervisor/Manager and does not have direct reports. Typical Skills and Experiences: Education: High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred. License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system. Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position. Experience: One year of experience in customer service, sales related occupations. Knowledge, Abilities and Skills: Knowledge of various insurance products and the sales process. Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states. Understands the consequences of not following the FINRA rules and regulations. Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software. Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner. Values: Regularly and consistently demonstrates the Nationwide Values. Job Conditions: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Call center environment. Extended periods of time sitting in front of a computer and taking phone calls. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

Join a team where your expertise shapes the future of collateral management and client service. At JPMorgan Chase, you'll have the opportunity to grow your career, develop new skills, and make a meaningful impact on our clients and business. We value innovation, collaboration, and your drive to excel. Be part of a group that supports your professional development and rewards your contributions. Job Summary As a Portfolio Management Senior Associate in the National Collateral Management Group, you play a vital role in ensuring our clients' collateralization needs are met with precision and care. You will manage a diverse portfolio of clients and pledging instruments, including securities and Letters of Credit, while supporting our team's goals and the broader Wholesale Lending Services framework. Your work directly impacts our ability to deliver operational excellence and maintain regulatory compliance. You'll collaborate with internal and external partners, drive process improvements, and leverage advanced digital tools to enhance our service delivery. Within NCMG, you'll gain exposure to a wide range of collateral types and business products, including US Governments, Agencies, Municipals, and Mortgage-Backed Securities. You'll help formalize risk control processes, support client onboarding, and contribute to key initiatives such as mergers, acquisitions, and conversions. Your role is essential to maintaining our reputation for quality, timeliness, and client satisfaction. Job responsibilities Manage client portfolios, ensuring timely and accurate administration of collateral and pledging instruments Oversee Letters of Credit application process, ensuring compliance and successful issuance Maintain and update client database, adjusting security positions as needed Formalize processes to build a robust risk control framework and manage collateral risk Develop subject matter expertise in various collateral types Review agreements and policies for regulatory and risk compliance Lead or participate in collateral management initiatives and projects Contribute to team success by exceeding productivity and client service standards Build and maintain relationships with clients and business partners and research and resolve client issues, communicating resolutions effectively Manage client onboarding, reporting, and security requests and returns Provide backup support for team members and complete assigned projects Required qualifications, capabilities, and skills Recognized expertise in portfolio management or a specific business product In-depth knowledge of banking, fixed income securities, and Letters of Credit Excellent oral and written communication, negotiation, and presentation skills Ability to make independent and timely decisions Strong analytical, problem-solving, and multitasking abilities Initiative in learning new processes and expanding scope of work Experience conducting system reviews and testing Ability to support and manage work of other team member Detail-oriented with ability to prioritize tasks Critical thinking and holistic analysis skills Advanced proficiency in Microsoft Office suite (Word, Excel, PowerPoint, Outlook, Teams, SharePoint) Preferred qualifications, capabilities, and skills Bachelor's degree Experience with digital products Comfort with technical concepts Required or Additional Information Visa sponsorship is not available for this position. Work schedules will be full-time in office, on a 40-hour per week schedule.

Join a team where your expertise shapes the future of collateral management and client service. At JPMorgan Chase, you'll have the opportunity to grow your career, develop new skills, and make a meaningful impact on our clients and business. We value innovation, collaboration, and your drive to excel. Be part of a group that supports your professional development and rewards your contributions. **Job Summary** As a Portfolio Management Senior Associate in the National Collateral Management Group, you play a vital role in ensuring our clients' collateralization needs are met with precision and care. You will manage a diverse portfolio of clients and pledging instruments, including securities and Letters of Credit, while supporting our team's goals and the broader Wholesale Lending Services framework. Your work directly impacts our ability to deliver operational excellence and maintain regulatory compliance. You'll collaborate with internal and external partners, drive process improvements, and leverage advanced digital tools to enhance our service delivery. Within NCMG, you'll gain exposure to a wide range of collateral types and business products, including US Governments, Agencies, Municipals, and Mortgage-Backed Securities. You'll help formalize risk control processes, support client onboarding, and contribute to key initiatives such as mergers, acquisitions, and conversions. Your role is essential to maintaining our reputation for quality, timeliness, and client satisfaction. **Job responsibilities** + Manage client portfolios, ensuring timely and accurate administration of collateral and pledging instruments + Oversee Letters of Credit application process, ensuring compliance and successful issuance + Maintain and update client database, adjusting security positions as needed + Formalize processes to build a robust risk control framework and manage collateral risk + Develop subject matter expertise in various collateral types + Review agreements and policies for regulatory and risk compliance + Lead or participate in collateral management initiatives and projects + Contribute to team success by exceeding productivity and client service standards + Build and maintain relationships with clients and business partners and research and resolve client issues, communicating resolutions effectively + Manage client onboarding, reporting, and security requests and returns + Provide backup support for team members and complete assigned projects **Required qualifications, capabilities, and skills** + Recognized expertise in portfolio management or a specific business product + In-depth knowledge of banking, fixed income securities, and Letters of Credit + Excellent oral and written communication, negotiation, and presentation skills + Ability to make independent and timely decisions + Strong analytical, problem-solving, and multitasking abilities + Initiative in learning new processes and expanding scope of work + Experience conducting system reviews and testing + Ability to support and manage work of other team member + Detail-oriented with ability to prioritize tasks + Critical thinking and holistic analysis skills + Advanced proficiency in Microsoft Office suite (Word, Excel, PowerPoint, Outlook, Teams, SharePoint) **Preferred qualifications, capabilities, and skills** + Bachelor's degree + Experience with digital products + Comfort with technical concepts **Required or Additional Information** + Visa sponsorship is not available for this position. + Work schedules will be full-time in office, on a 40-hour per week schedule. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. + Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client accounts and researches client and security information using internal databases and other technologies. + For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion. + Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. + Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with marketing efforts including seminars and other client-facing events. + May enter orders at the direction of the Financial Advisor. + Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. + Performs other duties and responsibilities as assigned. **Knowledge of** + Company's working structure, policies, mission, and strategies. + General office practices, procedures, and methods. + Investment concepts, practices and procedures used in the securities industry. + Financial markets, products and industry regulations. **Skill in** + Client Relationship Management (CRM) software, or similar contact management software. + Excel, including developing spreadsheets as needed and for ongoing reporting. + Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) **Ability to** + Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. + Analyze and research account information. + Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. + Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. + Handle stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze problems and establish solutions in a fast paced environment. + Use mathematics sufficient to process account and transaction information. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. + Work both independently and as part of a cohesive team. + Provide a high level of customer service. **Education/Previous Experience** + High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. Let Nationwide help create your career journey! At Nationwide, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. This position will be on Internal Audit's Corporate Services (CS) team. As a part of this team, you will have the opportunity to focus on audits pertaining to a variety of Nationwide's corporate functions, including Investments, Finance/Controllership, Marketing, Legal & Compliance, Aviation, Human Resources, Corporate Citizenship, Nationwide Pet and much more. Performing both assurance and advisory engagements, you will focus on the Nationwide's corporate operations, governance, and related information technology platforms. Whether you're an experienced auditor or have built a career in a corporate finance function, you can grow your current skills and stretch into new areas as a member of the Internal Audit CS team! This is a hybrid position located in Columbus Ohio and you will be required to come into the office two days per week. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. #LI-CA1 #nationwidefinance #internalaudit Summary To enable Nationwide to serve customers with the extraordinary care they deserve, we use advanced analytics to get insights from big data to provide meaningful audit results that improves business effectiveness and efficiency. No two audits are ever the same and the variety of work assignments gives us visibility and exposure throughout the enterprise. If you have the desire to learn continuously, think critically and can see the big picture, we want to know more about you! As a Specialist, you'll help drive continuous improvement to our processes and standards and execute assurance and advisory engagements. We'll count on you to help manage engagements from planning through reporting, including coaching and mentoring other associates, while navigating constantly evolving business environments and related risks. Job Description Key Responsibilities: * Participates in and leads some aspects of planning activities, including conducting client interviews, identifying key risk and controls, developing the audit plan and effectively communicating expectations with the auditee/client. * Tests multiple business and technology controls for multiple audits concurrently. Uses critical thinking to understand and independently execute control testing and document results according to professional and internal standards. Uses analytics and data visualization tools to perform full population testing. * Identifies and documents issues and process improvement opportunities through control testing. Employs strong communication and persuasion skills to effectively partner with clients to vet issue details, discuss effective risk mitigation activities and follow up on mitigation activities through resolution. * Demonstrates leadership by mentoring and coaching less experienced staff, reviewing work performed by other team members and providing valuable upward and downward feedback. * Develops relationships across the enterprise to provide outstanding service to all customers and serve as a trusted business advisor to clients, internal risk partners and others. May perform other responsibilities as assigned. Reporting Relationships: Reports to Audit Director/Audit Officer Typical Skills and Experiences: Education: Bachelor's degree in business, technical, or related field preferred. License/Certification/Designation: Relevant certifications (e.g., CPA, CIA, CISA, CFE, PMP) or progress toward becoming certified desired. Experience: Typically, four to six years of experience in audit, risk management or a related field. Experience in the insurance and financial services industry is preferred. Knowledge, Abilities and Skills: Applied knowledge in audit, business and IT general concepts and theory. Must have an operational knowledge and application of audit practices to multiple functional areas. Must have knowledge of project management and motivational theory. Must have strong business insight. Must have critical thinking and decision-making skills for problem and/or enhancement identification and solution recommendation. Must have effective verbal and written communication skills. Ability to work in a team environment and work on multiple projects at a time. Strong organizational and time management skills. Must possess leadership skills to empower and influence. Must possess good coaching and consulting skills. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager's leader and HR Business Partner. Values: Regularly and consistently demonstrates the Nationwide Values. Job Conditions: Overtime Eligibility: Not Eligible (Exempt) Working Conditions: Normal office environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit/Background Check: Due to the fiduciary accountabilities within this job, a valid credit and/or background check will be required as part of the selection process. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar. Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position Functions: 50% Business Management * Work with home office to ensure accurate account setup and resolve issues * Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts * Maintain files and records in accordance with the records retention policy * Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s) * Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice. * Assist advisor in servicing clients including preparing financial plans, conducting investment research, and completing trades and transactions as described by the advisor. 50% Client Care * Set up and maintain client management system * Call clients or prospects to set up meetings or appointments * Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation * Attend and participate in client meetings if necessary * Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s) * Coordinate client appreciation events and seminars * Answer unsolicited calls from prospects to schedule appointments or refer to advisor Key traits of a successful Client Service Associate: * Direct attention to detail and organization * Effective communication with clients and other advisors/staff * Effective and efficient time management * Polite and clear phone manner * Ability to multi-task * Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial * Ability to support and provide guidance for compliance within the advisor's practice * Positive attitude and sincere willingness to constantly learn and grow Education and other designations: * College degree or higher * 2+ years of similar experience * Already have federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time

Express Scripts is currently seeking a Customer Service Senior Representative. In this exciting and challenging role as a Customer Service Senior Representative, you will be working within the fast-paced environment of the Central Nursing Team. As a first line of contact, this role will independently assist both internal and external clients within scope by clarifying and researching desired information and resolving non-clinical problems. **RESPONSIBILITIES:** + Work with Nurse Managers/Supervisors, field staff, and patients to schedule visits for home infusion within a region of branches. + Complete all nurse assignments for patients, reschedules visits based on patient availability, staff new patients with appropriate nurses, and proactively monitors all patient appointments to confirm accuracy. + Work with pharmacy, reimbursement, and nursing departments as coordinator for nursing referrals while providing great customer service. + Work with various staff, departments, and prescribers via fax, email, IM, and phone. Monitors both personal email as well as nursing mailboxes for follow up needed, prioritizing by ask. + Manipulate multiple Excel documents to determine what needs to be completed and urgency of completion. + Respond timely to inquiries from patients, field staff, and other departments for information and assistance regarding nursing and patient referrals and schedules. + Investigate/research issues and provide resolution. + Take initiative for problem solving with ability to multitask effectively and use critical thinking. + Correct and timely entry of data in appropriate systems. **QUALIFICATIONS:** + High School education or GED required. + 5+ years of relevant Customer Service experience. + High proficiency and regular use of Excel and Outlook required. + A pro-active work ethic with ability to be managed/trained virtually. + Detail orientation. + Excellent written and oral professional communication skills. + Ability to adapt in a dynamic work environment, learn quickly, solve problems, and make independent decisions. If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload. For this position, we anticipate offering an hourly rate of 17.98 - 26 USD / hourly, depending on relevant factors, including experience and geographic location. This role is also anticipated to be eligible to participate in an annual bonus plan. We want you to be healthy, balanced, and feel secure. That's why you'll enjoy a comprehensive range of benefits, with a focus on supporting your whole health. Starting on day one of your employment, you'll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs. We also offer 401(k) with company match, company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year and paid holidays. For more details on our employee benefits programs, visit Life at Cigna Group . **About Evernorth Health Services** Evernorth Health Services, a division of The Cigna Group, creates pharmacy, care and benefit solutions to improve health and increase vitality. We relentlessly innovate to make the prediction, prevention and treatment of illness and disease more accessible to millions of people. Join us in driving growth and improving lives. _Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws._ _If you require reasonable accommodation in completing the online application process, please email:_ _*********************_ _for support. Do not email_ _*********************_ _for an update on your application or to provide your resume as you will not receive a response._ _The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State._ _Qualified applicants with criminal histories will be considered for employment in a manner_ _consistent with all federal, state and local ordinances._

Express Scripts is currently seeking a Customer Service Senior Representative. In this exciting and challenging role as a Customer Service Senior Representative, you will be working within the fast-paced environment of the Central Nursing Team. As a first line of contact, this role will independently assist both internal and external clients within scope by clarifying and researching desired information and resolving non-clinical problems. RESPONSIBILITIES: * Work with Nurse Managers/Supervisors, field staff, and patients to schedule visits for home infusion within a region of branches. * Complete all nurse assignments for patients, reschedules visits based on patient availability, staff new patients with appropriate nurses, and proactively monitors all patient appointments to confirm accuracy. * Work with pharmacy, reimbursement, and nursing departments as coordinator for nursing referrals while providing great customer service. * Work with various staff, departments, and prescribers via fax, email, IM, and phone. Monitors both personal email as well as nursing mailboxes for follow up needed, prioritizing by ask. * Manipulate multiple Excel documents to determine what needs to be completed and urgency of completion. * Respond timely to inquiries from patients, field staff, and other departments for information and assistance regarding nursing and patient referrals and schedules. * Investigate/research issues and provide resolution. * Take initiative for problem solving with ability to multitask effectively and use critical thinking. * Correct and timely entry of data in appropriate systems. QUALIFICATIONS: * High School education or GED required. * 5+ years of relevant Customer Service experience. * High proficiency and regular use of Excel and Outlook required. * A pro-active work ethic with ability to be managed/trained virtually. * Detail orientation. * Excellent written and oral professional communication skills. * Ability to adapt in a dynamic work environment, learn quickly, solve problems, and make independent decisions. If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload. For this position, we anticipate offering an hourly rate of 17.98 - 26 USD / hourly, depending on relevant factors, including experience and geographic location. This role is also anticipated to be eligible to participate in an annual bonus plan. We want you to be healthy, balanced, and feel secure. That's why you'll enjoy a comprehensive range of benefits, with a focus on supporting your whole health. Starting on day one of your employment, you'll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs. We also offer 401(k) with company match, company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year and paid holidays. For more details on our employee benefits programs, visit Life at Cigna Group. About Evernorth Health Services Evernorth Health Services, a division of The Cigna Group, creates pharmacy, care and benefit solutions to improve health and increase vitality. We relentlessly innovate to make the prediction, prevention and treatment of illness and disease more accessible to millions of people. Join us in driving growth and improving lives. Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws. If you require reasonable accommodation in completing the online application process, please email: ********************* for support. Do not email ********************* for an update on your application or to provide your resume as you will not receive a response. The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. Qualified applicants with criminal histories will be considered for employment in a manner consistent with all federal, state and local ordinances.

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide , “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. This is a hybrid position located in Grandview Heights, Ohio, and you will be required to come into the office two days per week. Summary Processing new life insurance business quickly and efficiently, while providing an exceptional customer experience, requires creativity, top-notch communication and attention to detail. If you thrive in a fast paced, constantly evolving environment, where you can work independently and as a team member, we want to know more about you! We are seeking a motivated and detail-oriented New Business Support Associate to join our Life New Business team. In this role, you will provide essential support to ensure the smooth processing of new life insurance applications and policies. This is an excellent opportunity for someone looking to start their career in the insurance industry and gain valuable experience. Job Description Key Responsibilities: Assists with the processing and customer service of new life insurance applications, including data entry, document verification, and agent calls. Communicates with clients and agents to gather necessary information and resolve any application issues. Maintains accurate records and update internal systems with application status and client information. Collaborates with underwriters and other team members to ensure timely and accurate processing of applications. Provides exceptional customer service by responding to inquiries and providing updates on application status. Assists with administrative tasks such as filing, scanning, and organizing documents. Participates in training sessions and team huddles to stay updated on company policies and procedures. Participate in team meetings and Lean continuous improvement initiatives. May perform other responsibilities as assigned. Reporting Relationships: Reports to Manager Typical Skills and Experiences: Education: Bachelor's degree in business, finance, actuarial science, or a related field preferred. Experience: 1-2 years' experience in processing or customer service type work preferred . Knowledge, Abilities and Skills: The product and system restrictions for when application details are missing or hard to read Ability to de-escalate agent issues and handle accordingly Ability to properly identify and sort complex firm/agent submitted completed application documents Expertise in identifying unique agent/firm/payment relationship connections Ability to use internally maintained systems and databases Ability to identify correct external firm and internal sales partners . Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resource Business Partner. Values: Regularly and consistently demonstrates the Nationwide Values. Job Conditions: Overtime Eligibility: Non - Exempt (eligible) Working Conditions: Normal office environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. Let Nationwide help create your career journey! At Nationwide , “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. This position will be on Internal Audit's Corporate Services (CS) team. As a part of this team, you will have the opportunity to focus on audits pertaining to a variety of Nationwide's corporate functions, including Investments, Finance/Controllership, Marketing, Legal & Compliance, Aviation, Human Resources, Corporate Citizenship, Nationwide Pet and much more. Performing both assurance and advisory engagements, you will focus on the Nationwide's corporate operations, governance, and related information technology platforms. Whether you're an experienced auditor or have built a career in a corporate finance function, you can grow your current skills and stretch into new areas as a member of the Internal Audit CS team! This is a hybrid position located in Columbus Ohio and you will be required to come into the office two days per week. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. #LI-CA1 #nationwidefinance #internalaudit Summary To enable Nationwide to serve customers with the extraordinary care they deserve, we use advanced analytics to get insights from big data to provide meaningful audit results that improves business effectiveness and efficiency. No two audits are ever the same and the variety of work assignments gives us visibility and exposure throughout the enterprise. If you have the desire to learn continuously, think critically and can see the big picture, we want to know more about you! As a Specialist, you'll help drive continuous improvement to our processes and standards and execute assurance and advisory engagements. We'll count on you to help manage engagements from planning through reporting, including coaching and mentoring other associates, while navigating constantly evolving business environments and related risks. Job Description Key Responsibilities: Participates in and leads some aspects of planning activities, including conducting client interviews, identifying key risk and controls, developing the audit plan and effectively communicating expectations with the auditee/client. Tests multiple business and technology controls for multiple audits concurrently. Uses critical thinking to understand and independently execute control testing and document results according to professional and internal standards. Uses analytics and data visualization tools to perform full population testing. Identifies and documents issues and process improvement opportunities through control testing. Employs strong communication and persuasion skills to effectively partner with clients to vet issue details, discuss effective risk mitigation activities and follow up on mitigation activities through resolution. Demonstrates leadership by mentoring and coaching less experienced staff, reviewing work performed by other team members and providing valuable upward and downward feedback. Develops relationships across the enterprise to provide outstanding service to all customers and serve as a trusted business advisor to clients, internal risk partners and others. May perform other responsibilities as assigned. Reporting Relationships: Reports to Audit Director/Audit Officer Typical Skills and Experiences: Education: Bachelor's degree in business, technical, or related field preferred. License/Certification/Designation: Relevant certifications (e.g., CPA, CIA, CISA, CFE, PMP) or progress toward becoming certified desired. Experience: Typically, four to six years of experience in audit, risk management or a related field. Experience in the insurance and financial services industry is preferred. Knowledge, Abilities and Skills: Applied knowledge in audit, business and IT general concepts and theory. Must have an operational knowledge and application of audit practices to multiple functional areas. Must have knowledge of project management and motivational theory. Must have strong business insight. Must have critical thinking and decision-making skills for problem and/or enhancement identification and solution recommendation. Must have effective verbal and written communication skills. Ability to work in a team environment and work on multiple projects at a time. Strong organizational and time management skills. Must possess leadership skills to empower and influence. Must possess good coaching and consulting skills. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager's leader and HR Business Partner. Values: Regularly and consistently demonstrates the Nationwide Values. Job Conditions: Overtime Eligibility: Not Eligible (Exempt) Working Conditions: Normal office environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit/Background Check: Due to the fiduciary accountabilities within this job, a valid credit and/or background check will be required as part of the selection process. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.