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Finance Service Representative jobs at SS&C Technologies

- 956 jobs
  • Customer Service Representative

    Sunrise Systems, Inc. 4.2company rating

    Phoenix, AZ jobs

    1 Years from projected start date Phoenix, AZ Hybrid Role - 3 days in office, 2 days remote. This is a customer service position that requires candidates to be available to work from the office and work from home. Responsible for face to face contact with customers. Performs customer service activities by providing assistance, guidance, and instruction for forms. Assist with managing a team inbox that receives inquiries from internal and external customers within the department. Exercises discretion to interpret and apply customer service operations. Take in person and virtual appointments through a team shared inbox and assist managing a shared calendar. Required Skills: customer service, tax law related knowledge Preferred Skills: bilingual, adaptable to business software, experience in Google Suite/Microsoft office
    $31k-40k yearly est. 1d ago
  • Client Service II Representative- Mailroom & Shipping

    Canon U.S.A., Inc. 4.6company rating

    Burlington, NJ jobs

    US-NJ- Type: Full-Time # of Openings: 1 NJ - Northeast-MS About the Role Advanced proficiency in site operations and procedures with ability to assign tasks to colleagues and manage responsibilities within the team. Your Impact Main Responsibilities: - Promptly informs supervisor of potential problems or customer concerns. - Promptly reviews and responds to management and client requests via emails, phone calls, text messages and verbal. - Strong focus on providing good customer service. - Contributes to the creation of the Site Procedure Guide to ensure all account processes are properly recorded. - Oversees workflow and job balance between staff and ensures tasks are completed within account SLA requirements. - Responsible for communicating and training team in changes to workflow or procedure. - Oversees and manages daily and monthly records on service activity. - Effectively communicates with the client and staff. - Where appropriate, may serve as main point of contact to the client for daily activity and participate in client meetings on account activity. - Responsibilities may include Copy/Print Production/Copy Center, Copier Maintenance, Mail/Courier Services, Reception/Office Services, Shipping/Receiving, Inventory Services, Warehouse, File Room/Records File Services based on assigned location. - Attends cross-functional trainings to ensure ability to provide coverage when short-staffed. - Site responsibility and location of coverage may change based on client and/or division needs. Mail/Courier Services: -Responsible for prompt and accurate receiving, sorting, delivery, pick up, and processing of all courier items, interoffice mail, newspapers, magazines and all classed of United States Postal Services mail. - -Tracks courier and accountable items (FedEx, UPS, Certified Mail, etc). -Researches and routes unidentified and generic mail. -Receives, logs, delivers and tracks messenger items. -Responds to customer requests. -Performs routine upkeep of equipment. -Records and tracks customer inquiries and fulfillment of requests. Shipping/Receiving: -Responsible for shipping and receiving incoming and outgoing packages, materials, parts, or products and verifying and maintaining records of all shipments. -Receives shipments and counts pieces, retains shipment paperwork, follows delivery schedule for incoming shipments, and secures customer signatures. -Responsible for operating shipping/receiving equipment, responding to customer requests, data entry, and maintaining inventory. Hospitality Services - Place name tags on visiting offices and cubicles each day. - Deliver water bottles as needed to offices, cubicles or conference rooms. About You: The Skills & Expertise You Bring Please note: this is a customer-facing role, and requires compliance with customer policies and protocols, which may include COVID-19 vaccination and other measures relating to COVID-19. H In accordance with applicable law, we are providing the anticipated hourly rate for this role: $17.20 - $23.37/ hour - HS Diploma, GED, or equivalent experience required, plus 1 to 2 years of related experience. - Prior experience in a customer service environment. - Good computer skills/technical knowledge. - Ability to multitask and prioritize in order to meet deadlines. - Good customer service and communication skills. - Ability to work with minimal supervision. - Ability to work OT as needed. - Required to take all necessary steps to obtain security and/or other clearances required by customers to enter the customers' premises. - May require driving between multiple client locations, may also require a personal vehicle (valid driver's license and acceptable driving record necessary). - Ability to lift up to 50lbs. - Ability to spend extended periods of time standing, bending, walking, reaching, and pulling while performing duties. Company Overview About our Company - Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean markets. With approximately $28.5 billion in global revenue, its parent company, Canon Inc., as of 2024 has ranked in the top-10 for U.S. patents granted for 41 consecutive years. Canon U.S.A. is dedicated to its Kyosei philosophy of social and environmental responsibility. To learn more about Canon, visit us at ***************** and connect with us on LinkedIn at ****************************************** Who We Are Where Talent Fosters Innovation. Do you want your next professional experience to be filled with purpose and opportunity, world-class team members, and impactful work? Driven by our mission of exceeding customer expectations with our technologies and enriching the lives of our local communities and staff, we are a phenomenal team working collaboratively toward common goals. Our employees have a strong work ethic, creativity, and a cooperative spirit. We believe in integrity, respect, empowerment, and making a difference in the communities we serve. There is a strong sense of pride in what we do individually and together as a team. Join us and discover what it means to work for a global digital imaging leader with an unparalleled reputation for quality and innovation. What We Offer Youll be joining a leader in digital imaging and innovation with an immense opportunity to make an impact and create your own rewarding career. We demonstrate commitment to our employees by offering a full range of rewards, including competitive compensation and benefits. And Even More Perks! -Employee referral bonus -Employee discounts -Dress for Your Day attire program (casual is welcome, based on your job function) -Volunteer opportunities to give back to our local community -Swag! A Canon welcome kit and official merch you cant get anywhere else Based on weekly patent counts issued by United States Patent and Trademark Office. All referenced product names, and other marks, are trademarks of their respective owners. Canon U.S.A., Inc. offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at https://*****************/about-us/life-at-canon/benefits-and-compensation We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor. You must be legally authorized to work in the United States. The Company will not pursue or support visa sponsorship. All applicants must reside in the United States at the time of hire. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are not reviewing this job posting on our Careers site https://*****************/about-us/life-at-canon, we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at https://*****************/about-us/life-at-canon. #CUSA Posting Tags #PM19 #LI-JZ1 #LI-ONSITE PI90da10ee582b-37***********2
    $17.2-23.4 hourly 4d ago
  • Customer Service - Financial Services Representative

    Pyramid Consulting, Inc. 4.1company rating

    Columbus, OH jobs

    Immediate need for a talented Customer Service - Financial Services Representative. This is a 06 months contract opportunity with long-term potential and is located in Columbus, Ohio (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID: 25-87269 Pay Range: $18.50 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan. Key Responsibilities: Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process. Start date is flexible. Looking for contingent worker to work 12 PM to 5 PM Monday through Friday. Training will be in office but will only be required to come in 2 days per week either Monday and Tuesday or Tuesday and Wednesday after training is completed. Provides prompt efficient service for assigned product and/or service center internal and external customers. Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product. Reviews, underwrites, and processes applications for annuity contracts, annuity withdrawals, and life withdrawals in accordance with government regulations, contract provisions, and internal procedures and controls. Requests additional information when necessary. Communicates with customers, other departments, regional and/or field offices and other industry companies through oral and written communications. Maintains appropriate records. Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses. Researches and corrects errors. Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel. Performs other duties as requested. Key Requirements and Technology Experience: Key skills; Customer Service, technical proficiency I.e MS office and excel, problem Solving Four years of work experience. Work experience with undergraduate studies preferred. General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Basic mathematics and problem-solving techniques. Excel skills preferred. Ability to prioritize own work within standards. Effective written and oral communication skills to interact with customers, team members, and management. Decision making skills necessary for customer contacts. Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action. Decision making skills necessary for problem identification and correction. Proven ability to operate a CRT and PC. High school diploma. Undergraduate diploma desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable. Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
    $18.5-19 hourly 3d ago
  • (Non-IT) Customer Service - Financial Services Representative

    Pyramid Consulting, Inc. 4.1company rating

    Columbus, OH jobs

    Immediate need for a talented (Non-IT) Customer Service - Financial Services Representative. This is a 12+months contract opportunity with long-term potential and is located in Columbus, Ohio (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID:25-89285 Pay Range: $18.50 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan. Key Responsibilities: Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Receives and responds to incoming customer/ broker/ agent/ government agency inquiries. Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication. Assist customers with financial transactions. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units. Maintains current knowledge of contract and product provisions and administration of Client products, and the processing systems and related federal and state regulations Resolves routine errors requiring corrective processing. Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing, and refers the situation to a lead team member if necessary. Processes monetary transactions according to policy provisions within assigned limits. Reviews, researches, and interprets records and reports to accurately make decisions. Performs other duties as requested. Key Requirements and Technology Experience: Key Skills;Customer Service, technical proficiency I.e MS office and excel, problem Solving. Three years work experience with two years product-related customer service work experience preferred. Work experience with undergraduate studies preferred. Knowledge: General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving. Ability to prioritize own work within standards. Effective written and oral communication skills to interact with customers, team members, and management. Decision making skills necessary for customer contacts. Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action. Proven ability to operate a CRT and PC. High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred. Participation in technical coursework such as LOMA, CLU, ChFC desirable. NASD series 6 and/or 26 preferred, and may be required based on assigned product/line-of-business or distribution system. Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
    $18.5-19 hourly 1d ago
  • Mail Service Associate

    Pyramid Consulting, Inc. 4.1company rating

    Morris Plains, NJ jobs

    Immediate need for a talented Mail Service Associate . This is a 03 months contract opportunity with possible extension and is located in Morris Plains, NJ (Onsite). Please review the job description below and contact me ASAP if you are interested. Job ID: 25-93508 Pay Range: $20 - $23/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). Key Responsibilities: Resource typical working day: Receiving and sorting incoming mail and packages Delivering mail and packages to appropriate recipients Interacting with clients in a professional manner Providing general support to the facilities team Key Requirements and Technology Experience: Key Skills; ["Mailroom ", "Package Handling", "Facilities Support"] Communication and collaboration Skills At least 2 years of experience Education: HS and GED Basic computer functions Microsoft office suite Interview Process: 1 virtual and 1 onsite interview Our client is a leading commercial real estate services and investments Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
    $20-23 hourly 3d ago
  • Customer Service Representative

    ESP Enterprises Inc. 4.5company rating

    Chicago, IL jobs

    Job Details: The Customer Service Representative is the first person in the walk-up center that a customer comes in contact with for assistance. This position provides professional, knowledgeable, and courteous face to face customer support to all cardholders. This position typically works under close supervision and direction. ESSENTIAL JOB DUTIES AND RESPONSIBILITIES: Assist Patrons regarding run transit fare payment programs. Processes all card registrations, faxes and emails inquiries within contractual Key Performance Indicator timelines and accuracy requirements Notifies management of all encounters that deviate from established policies, procedures and written/verbal instructions. Processes lost/stolen, damaged/defective cards patron requests. Processes authorized refunds via electronic transfers and banked money Processes Fare Adjustment Envelopes (FAE) as needed Assists with web account set-up and web access issues Initiates outbound courtesy calls as needed. MINIMUM JOB REQUIREMENTS: Bilingual English/Spanish. High School Diploma or equivalent. AA degree preferred. Plus a minimum of two years experience in Customer Service/Retail. Must be a good team player, possess a positive attitude, be self-motivated and excel in a fast paced environment. Able to work and respond in a time-sensitive environment. Willing to work extended hours. Ability to type 40+ WPM. Proficient in Microsoft Office. 1st Shift: 8:30am-5:00pm
    $36k-41k yearly est. 1d ago
  • Customer Service Representative

    ESP Enterprises Inc. 4.5company rating

    Newark, NJ jobs

    Customer Service Representative I Responsibilities: Responds to telephone inquiries using standard scripts and procedures. Defines or resolves inquiries received either through written or telephone correspondence. Gathers information, researches/resolves inquiries and logs customer calls. Communicates appropriate options for resolution in a timely manner. Performs customer needs analysis and informs customers of services and resources available to them. Maintains adherence (attendance, punctuality, use of AUX time). All other duties as assigned Must have experience working in a call center. Education/Skills/Experience Requirements: High School diploma or GED. Excellent communication skills. Candidates must go through the interview process with the client. Customer Service Representative I *Bilingual Responsibilities: Responds to telephone inquiries using standard scripts and procedures. Defines or resolves inquiries received either through written or telephone correspondence. Gathers information, researches/resolves inquiries and logs customer calls. Communicates appropriate options for resolution in a timely manner. Performs customer needs analysis and informs customers of services and resources available to them. Maintains adherence (attendance, punctuality, use of AUX time). All other duties as assigned Must have experience working in a call center. Education/Skills/Experience Requirements: High School diploma or GED. Excellent communication skills. Language: Spanish Training Schedule: Monday through Friday 9 am to 5 pm for 2 weeks After Training Schedule: Must be able to work between the hours of Monday through Friday 7 am to 5:30 pm and Saturday, Sunday, and holiday from 8:30 am to 5:00 pm (40-hour work week); fluctuating schedule. Work Schedule: Will be discussed during interview
    $35k-41k yearly est. 1d ago
  • Field Services Associate with AutoCAD/ Revit / Bluebeam

    Prudent Technologies and Consulting, Inc. 4.3company rating

    Houston, TX jobs

    Job title: Field Services Associate (1-2 years' experience) Employment Type: Direct Hire Required Skills and Knowledge • Knowledge of and experience with AutoCAD, Revit, Bluebeam, and Microsoft Office Suite • Knowledge of building codes • Proven leadership skills • Exceptional attention to detail • Ability to manage multiple projects under strict deadlines • Ability to work well on a team • Exceptional written and verbal skills Preferred Skills and Knowledge • Bachelor of Science Degree in Engineering, Construction Science or related field • Previous experience in an MEP construction or consulting environment, for schools • Previous experience in field project management in an MEP consulting environment • Ability to read construction documents, including MEP drawings and specifications • Knowledge of building codes • Knowledge in the construction of power distribution, power and lighting, data networks, telephone and intercom systems, fire alarm systems, security and access control systems, and other standard electrical systems • Knowledge in the construction of HVAC systems, temperature controls, and other standard mechanical systems • Knowledge in the construction of domestic water systems, hot water systems, storm water systems, sanitary waste and vent systems, acid waste systems, fire sprinkler systems, compressed air systems, gas distribution systems and fuel gas systems, and other standard plumbing systems Travel Frequent; to and from job sites, client meetings, and sister offices
    $33k-52k yearly est. 3d ago
  • Customer Service Representative

    Compunnel Inc. 4.4company rating

    Columbus, OH jobs

    Client Support Service Professionals handle incoming phone calls regarding various service inquiries on Client's Accounts. Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics. Functional support areas include Cash Management products and services, Online (client website) and Mobile app, and general account or financial related inquiries. Successful applicants will be highly professional, career driven, and committed to World-Class Service. · Ability to contribute in a fast paced, team-oriented environment. · Aptitude to multi-task and adjust quickly to change in a busy financial service center
    $29k-35k yearly est. 4d ago
  • Client Services Representative

    Giesecke+Devrient 4.7company rating

    Bolingbrook, IL jobs

    The Client Success Manager is responsible for leading client support across assigned client accounts, ensuring accuracy, speed, and responsiveness at every step of the order lifecycle. Serves as a subject matter expert and key liaison between Sales, Client Success, and Production teams, this role translates client needs into seamless production and delivery. Must excel independently and collaborating cross-functionally to deliver outstanding client experiences. Manage the end-to-end process of the order lifecycle (PO data entry, confirmation, changes, tracking, and invoicing via ERP system). Link Client Services/Sales with Operations for daily order processing and updates. Coordinate across Production, Scheduling, Procurement, Quality, and Shipping teams for accurate and on-time fulfillment. Maintain and update WIP/dashboards; share timely updates with respective teams. Follow SOPs, maintain data accuracy and quality standards. Support Client Service management on client visits, audits, press checks. Investigate and quickly resolve quality issues with Production/Quality teams. Provide team backup; train on SAP and other tools. Qualifications: Bachelor's degree in Business Administration or related field required. Minimum 5 years of experience in a similar or related client-facing role. Order management experience in a Manufacturing, Printing, Financial, or related environment. Advanced working knowledge of end-to-end client order processes across varying client types. Strong organization, planning, and multitasking skills with high attention to detail. Excellent written and verbal communication skills; professional and client-oriented demeanor. Self-motivated, proactive and team-oriented, with a proactive and collaborative approach to meeting client expectations and deadlines. ERP experience required with respect to order processing, inventory management, status monitoring and receiving; SAP strongly preferred. Proficient in Microsoft Office (Word, Excel, Outlook, Teams); experience in digital file navigation and document handling. Experience in the card, payment or printing industries strongly preferred. The above job description is meant to describe the general nature and level of work being performed. It is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. BENEFITS INCLUDE Medical (PPO and HDHP with HSA), dental, Vision, PTO, paid holidays, 401k with employer match, short/long term disability, life insurance, healthcare and dependent care flexible spending, EAP, commuter benefits, education assistance and more.
    $40k-52k yearly est. 4d ago
  • Customer Service Account Representative

    The Judge Group 4.7company rating

    Saint Louis, MO jobs

    Our client is currently seeking a Customer Service Representative that can be based in either St. Louis MO or Nashville TN. This is for an industry leading packaging manufacturer. The ideal candidate will have Customer Service experience within Manufacturing. This is not a Call Center position. This is more of an Account Representative. This position is Mon - Fri during the days. This position is responsible for receiving, resolving, and communicating solutions to customer inquiries or complaints. This role focuses on maintaining customer satisfaction through accurate order processing, effective communication, and completing administrative tasks for an assigned portfolio of customer accounts. Interested Candidates should contact Lee Douglas at ************ or email a current resume to ****************** This job will have the following responsibilities: Professionally engage with customers to understand and meet customer needs, offering advice and guidance on products and services, assisting customers in making informed decisions. Receives and manages customer inquiries, delivering responses via phone calls and emails, efficiently addressing their concerns and resolving issues encountered. Completion of Customer Complaint Forms (CCFs) for thorough issue documentation and follow-up, ensuring all complaints are properly addressed and resolved. Oversee order fulfillment processes from entry to delivery, monitoring progress and addressing any issues or delays. Manage various sales-related administrative tasks, including data entry, documentation, and reporting to support efficient operations. Accurate entry of purchase order details into applicable systems, ensuring all information is correctly recorded for fulfillment and billing purposes. Collaborate with internal departments, including but not limited to, sales services teams, production, logistics and sales to ensure seamless service delivery for assigned accounts. Qualifications & Requirements: High School Diploma - Associates Degree Preferred 2+ years' of Customer Service / Account Representative experience - Manufacturing Preferred Maintains strict confidentiality and protects privacy of confidential/sensitive information. Experience using Microsoft Office Suite (Word, Excel, PowerPoint), Visio, Outlook Email, and calendar. Exceptional time management and organization skills. Ability to manage multiple tasks and projects simultaneously establishing priorities to meet deadlines. #JDP
    $27k-33k yearly est. 3d ago
  • Hospice Sales Representative

    Prismhr 3.5company rating

    Cartersville, GA jobs

    Are you a compassionate and driven sales professional with a passion for connecting people to quality end-of-life care? We are looking for a dedicated Hospice Sales Representative to join our team in the Cartersville, GA area. In this critical role, you'll be responsible for promoting our hospice services, building strong relationships with healthcare professionals, and ensuring that patients and their families have access to the compassionate care they deserve. This is an opportunity to make a real impact on people's lives while being part of a supportive and tight-knit team. What You'll Do Develop and execute sales strategies to promote Blue Summit's hospice services. Build and maintain relationships with physicians, case managers, hospitals, assisted living facilities, and other key healthcare providers. Represent Blue Summit at community events and networking opportunities to enhance brand awareness. Collaborate with our clinical and admissions teams to ensure a smooth transition and seamless care coordination for new patients. Stay informed on industry trends and competitor activities to identify new growth opportunities. What We're Looking For 3-5 years of successful experience in hospice or home health sales. A strong, established network within the Cartersville or surrounding areas. Excellent relationship-building and communication skills. Genuine compassion for patients and families navigating end-of-life care. A Bachelor's degree in a related field is preferred. Why Join us? We offer a culture that values recognition, growth, and stability. In addition to a fulfilling career where you'll make a tangible difference, you'll receive: Competitive Compensation: Earn additional monthly bonuses based on your production. Comprehensive Benefits: Access to health, dental, and vision insurance. Financial Wellness: A 401(k) retirement plan. Work-Life Balance: Generous paid time off, holidays, and a flexible schedule. Supportive Culture: Be part of a mission-driven team that cares deeply about each other. If you are a motivated and empathetic individual ready to build a fulfilling career while making a real impact, we encourage you to apply today!
    $61k-89k yearly est. 1d ago
  • Lumber Trader

    JM Hunter Group 4.0company rating

    Conroe, TX jobs

    Job Description DUTIES AND RESPONSIBILITIES: Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily. Sources new sales opportunities through inbound and outbound prospecting calls and emails. Understands accounts, identifies key players and generates interest. Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth. Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements. Prepares and sends valuable offers daily. Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers. Executes timely and accurate trades based on market data, movement and prices. Provides competitive market intelligence and insights to prospects and customers. Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis. Purchases product for various types of sales. Handles inbound calls and provides callers with product and service information. Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests.
    $77k-134k yearly est. 29d ago
  • Lumber Trader

    JM Hunter Group 4.0company rating

    Atlanta, GA jobs

    Job Description Lumber Trader We are looking for a driven and self-motivated Lumber Trader to join our team. This role focuses on cold calling and building strong relationships with manufacturers to source and trade lumber products in a fast-paced, sales-driven environment. Responsibilities: Cold call and prospect new clients for lumber products and services Build and maintain relationships with manufacturers and suppliers Collaborate with sales team to pursue new business opportunities Negotiate pricing, terms, and contracts Monitor market trends, pricing, and competition Deliver excellent customer service throughout the sales process Present sales proposals, reports, and forecasts to management Requirements: Bachelor's degree in Business, Marketing, or related field (preferred) Successful sales experience, ideally in lumber or building materials Strong cold calling and lead generation skills Excellent communication, negotiation, and relationship-building abilities Self-motivated and results-oriented; works well independently or in a team Knowledge of lumber products and specifications a plus Proficient in Microsoft Office and CRM tools Willingness to travel as needed Benefits: Competitive salary + commission Full benefits: health, dental, retirement Career development and growth opportunities Collaborative, team-focused environment Take your sales career to the next level in the dynamic world of lumber trading-apply today!
    $78k-133k yearly est. 23d ago
  • Lumber Trader

    Jm Hunter Group 4.0company rating

    Atlanta, GA jobs

    We are seeking a dynamic and self-motivated Lumber Trader to join our team. The ideal candidate will be passionate about sales, possess excellent communication skills, and thrive in a fast-paced environment. As a Lumber Trader, you will play a crucial role in sourcing and trading lumber products, with a primary focus on cold calling and fostering relationships with manufacturers across various industries. **Responsibilities:** - Prospect and cold call potential clients to introduce our lumber products and services. - Develop and maintain strong relationships with manufacturers, suppliers, and other stakeholders in the lumber industry. - Collaborate with the sales team to identify and pursue new business opportunities within targeted industries. - Negotiate pricing, terms, and contracts with clients to ensure mutually beneficial agreements. - Stay informed about market trends, pricing, and competitor activities to make informed business decisions. - Provide excellent customer service and support to clients throughout the sales process and beyond. - Prepare and present sales proposals, reports, and forecasts to management as required. **Requirements:** - Bachelors degree in Business Administration, Marketing, or related field (preferred). - Proven track record of success in sales, preferably in the lumber or building materials industry. - Strong cold calling skills with the ability to prospect and generate leads independently. - Excellent communication and negotiation skills, with the ability to build rapport and trust with clients. - Self-motivated with a results-driven attitude and the ability to work effectively both independently and as part of a team. - Familiarity with lumber products, grades, and specifications is desirable. - Proficiency in Microsoft Office Suite and CRM software. - Willingness to travel as needed. **Benefits:** - Competitive salary and commission structure. - Comprehensive benefits package including health, dental, and retirement plans. - Opportunities for professional development and advancement within the company. - Dynamic and supportive work environment with a focus on teamwork and collaboration. Join our team and take your career to the next level as a key player in the exciting world of lumber trading! Apply now to become a part of our growing company.
    $78k-133k yearly est. 60d+ ago
  • Treasury Risk Quantitative Trader

    Belvedere Trading 4.2company rating

    Chicago, IL jobs

    Belvedere Trading is a leading proprietary trading firm. We are a team driven by intellectual curiosity, seeking answers that will change not only how we trade in this technological age, but also the future landscape of the trading industry. Our traders provide liquidity to the market through their market-making activities and are the masters of a diverse set of commodities, interest rates, exchange-traded funds (ETF), and equity index options. Traders partner with our technologists to continually engineer and optimize our trading systems to stay on top of the industry. The Treasury Risk Quantitative Trader is responsible for managing firm level liquidity, funding, and interest rate risk in alignment with Belvedere's strategic, regulatory, and operational goals. The role optimizes capital usage across the firm by making financing decisions, maintaining and improving tooling, and educating traders on best practices for managing exposures. The Treasury Risk Quantitative Trader collaborates with traders, quants, risks managers, and back office analysts to make effective treasury risk management decisions. What You'll Do * Manage firm cash and credit risk to manage regulatory and clearing limits * Manage asset liability mismatch across the firm including forecasting changes in exposures * Implement hedging strategies for rho, currency, exercise, and assignment risks * Improve tooling for evaluating treasury related risks * Educate and communicate with traders on best practices for rho, currency, exercise, and assignment management What You'll Need * 1-3 years of experience in treasury trading or a related field. * Experience in automated market making strategies is a plus. * Bachelor's degree or higher, preferably in Finance, Economics, Mathematics, Engineering, Computer Science, or a related discipline. * Strong understanding of financial market structure, pricing, and trading dynamics. * Proficiency in programming languages such as Python, R, or SQL, with the ability to work with large datasets and develop models. * Exceptional problem-solving skills and the ability to synthesize complex data quickly. * Strong interpersonal and collaboration skills to thrive in a team-oriented environment. $150,000 - $200,000 a year Additionally, certain positions at Belvedere Trading are eligible for discretionary bonuses. Our employees have access to a variety of benefits, which can be found on our website here. How We Operate - Core Values Team Belvedere: Work seamlessly with others to achieve shared goals. Foster a positive and supportive environment that brings out the best in your teammates. Me in Team: Focus on competing and succeeding at the highest level, constantly striving for excellence. Own It: Actively address challenges and make decisions that drive positive results, taking ownership of both successes and failures. Build Rockets: Bring forward bold, creative ideas and solutions. Be open to experimentation and willing to take calculated risks. Passionate Discourse: Encourage and bring innovative, out-of-the-box ideas to discussions, actively contributing to team growth and progress. Women and underrepresented groups frequently apply for jobs only if they meet 100% of the qualifications. We encourage you to break that mold and apply. No candidate is perfect; all have a lot to offer. We welcome your application. Our Stance Belvedere is an Equal Opportunity Employer committed to a non-discriminatory workplace. We promote diversity and equal opportunity for all employees and applicants, fostering an inclusive environment where all team members are treated with respect, dignity, and courtesy. We value a dynamic culture where diverse backgrounds, experiences, and perspectives thrive. Work Schedule: Regular and reliable attendance during business hours with the ability to be on-site prior to the start of business on occasion Physical: Ability to remain at a desk and concentrate for long periods of time Amount of Travel Required: None We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $150k-200k yearly 3d ago
  • Treasury Risk Quantitative Trader

    Belvedere Trading 4.2company rating

    Chicago, IL jobs

    Belvedere Trading is a leading proprietary trading firm. We are a team driven by intellectual curiosity, seeking answers that will change not only how we trade in this technological age, but also the future landscape of the trading industry. Our traders provide liquidity to the market through their market-making activities and are the masters of a diverse set of commodities, interest rates, exchange-traded funds (ETF), and equity index options. Traders partner with our technologists to continually engineer and optimize our trading systems to stay on top of the industry. The Treasury Risk Quantitative Trader is responsible for managing firm level liquidity, funding, and interest rate risk in alignment with Belvedere's strategic, regulatory, and operational goals. The role optimizes capital usage across the firm by making financing decisions, maintaining and improving tooling, and educating traders on best practices for managing exposures. The Treasury Risk Quantitative Trader collaborates with traders, quants, risks managers, and back office analysts to make effective treasury risk management decisions. What You'll Do Manage firm cash and credit risk to manage regulatory and clearing limits Manage asset liability mismatch across the firm including forecasting changes in exposures Implement hedging strategies for rho, currency, exercise, and assignment risks Improve tooling for evaluating treasury related risks Educate and communicate with traders on best practices for rho, currency, exercise, and assignment management What You'll Need 1-3 years of experience in treasury trading or a related field. Experience in automated market making strategies is a plus. Bachelor's degree or higher, preferably in Finance, Economics, Mathematics, Engineering, Computer Science, or a related discipline. Strong understanding of financial market structure, pricing, and trading dynamics. Proficiency in programming languages such as Python, R, or SQL, with the ability to work with large datasets and develop models. Exceptional problem-solving skills and the ability to synthesize complex data quickly. Strong interpersonal and collaboration skills to thrive in a team-oriented environment. How We Operate - Core Values Team Belvedere: Work seamlessly with others to achieve shared goals. Foster a positive and supportive environment that brings out the best in your teammates. Me in Team: Focus on competing and succeeding at the highest level, constantly striving for excellence. Own It: Actively address challenges and make decisions that drive positive results, taking ownership of both successes and failures. Build Rockets: Bring forward bold, creative ideas and solutions. Be open to experimentation and willing to take calculated risks. Passionate Discourse: Encourage and bring innovative, out-of-the-box ideas to discussions, actively contributing to team growth and progress. Women and underrepresented groups frequently apply for jobs only if they meet 100% of the qualifications. We encourage you to break that mold and apply. No candidate is perfect; all have a lot to offer. We welcome your application. Our Stance Belvedere is an Equal Opportunity Employer committed to a non-discriminatory workplace. We promote diversity and equal opportunity for all employees and applicants, fostering an inclusive environment where all team members are treated with respect, dignity, and courtesy. We value a dynamic culture where diverse backgrounds, experiences, and perspectives thrive. Work Schedule: Regular and reliable attendance during business hours with the ability to be on-site prior to the start of business on occasion Physical: Ability to remain at a desk and concentrate for long periods of time Amount of Travel Required: None
    $74k-132k yearly est. Auto-Apply 60d+ ago
  • Banking Go-to-Market Associate

    Uipath 3.8company rating

    Austin, TX jobs

    Life at UiPath The people at UiPath believe in the transformative power of automation to change how the world works. We're committed to creating category-leading enterprise software that unleashes that power. To make that happen, we need people who are curious, self-propelled, generous, and genuine. People who love being part of a fast-moving, fast-thinking growth company. And people who care-about each other, about UiPath, and about our larger purpose. Could that be you? We are hiring a Banking Go-to-Market Associate (Americas) to support our banking and financial industry organization. Reporting to the Banking Industry Practice Leader this role turns industry insights into practical, high-impact GTM assets and programs. You'll help shape clear narratives for retail and wholesale banking, Fraud, Collections, AML and Operational transformation functions within our banking portfolio of clients. Your role will be to help our teams, and our clients win in this complex space, and shape the next wave of AI and Agentic workloads in this highly regulated landscape. You will collaborate daily with Sales, Solutions Engineering, Vertical Product, Marketing, and Partner teams to build content, uplift messaging, and support light GTM motions for Vertical offerings. You'll also join early customer conversations to capture needs, qualify opportunities, and accelerate next steps. Success looks like usable content that sellers love, stronger partner alignment, smoother vertical launches, and more qualified commercial pipeline. This role is ideal for a mid-career professional who writes well, thinks structurally, and enjoys connecting dots across product, partners, and customers. If you're organized, experienced with banking workflows, especially on the intake and business case side, you'll thrive. Key Responsibilities: Industry Content & Narrative Development Draft, update, and version industry narratives (claims, underwriting, distribution, servicing/contact center) for commercial buyers. Produce sales-ready assets: one-pagers, talk tracks, discovery guides, competitive notes, case briefs, and slideware. Create light value framing (problem statements, outcomes, simple ROI angles) tailored to mid-market decision criteria. Maintain a content backlog and release cadence (e.g., monthly refresh) and retire stale materials. 2) Field Enablement & Uplift Package how-to-sell kits by use case (key personas, pains, triggers, proof points, FAQs, objections). Run short enablement sessions (15-30 min) for AEs/SEs/CSMs/Partners; capture feedback and iterate. Track asset adoption and outcomes (views, downloads, deal usage) and improve based on real seller input. Keep assets discoverable (naming, tagging, and placement in Highspot). 3) Strategic Partner Engagement Build partner messaging kits for priority GSIs/SIs/ISVs: aligned value props, example architectures, customer stories. Collect and sanitize partner-deployed use cases; circulate “what good looks like” back to the field. Support joint pursuits with concise messaging inserts, slides, and one-page briefs. Coordinate with Partner and Marketing on light co-marketing (event blurbs, abstracts, landing page copy). 4) Vertical Product Support (demos, solution kits, vertical accelerators) Gather voice-of-customer inputs (problems, workflows, metrics) to inform Vertical packaging and prioritization. Draft basic launch kits (positioning, FAQs, demo storyboard, internal overview deck, Highspot Track adoption signals (enablement attendance, demo requests, deal mentions) and feed insights to Product and Sales. 5) Early-Stage Customer Qualification (Commercial Focus) Join discovery/qualification calls; capture objectives, pains, stakeholders, and success criteria. Align AEs/SEs on demo storyboards and proof points. Maintain a light opportunity journal for deals you support to ensure continuity and fast hand-offs. 6) Operational Excellence & Analytics Own content hygiene: version control, expiration dates, and a simple “what's new” changelog. Build a lightweight dashboard (monthly) for asset usage, enablement reach, and supported deals. Prepare event packs for webinars and CABs (speaker notes, run-of-show, post-event summaries). Example Outputs: industry one-pagers, discovery guides, objection handlers, partner kits, Vertical launch sheets, demo storyboards, recap emails, and a monthly enablement/usage roll-up. Minimum Qualifications: To be successful in this role, we need someone who has: 10+ years of experience in Insurance, B2B software, consulting, product marketing, sales enablement, or a related field (Banking exposure strongly preferred). Solid understanding of banking workflows (from investment banking, retail, etc.). Strong written and verbal communication; slide craft (PowerPoint) and business writing are must-haves. Comfort with AI & automation concepts (Agentic/LLMs/IDP/process mining/RPA) and eagerness to learn; ability to translate technical ideas into business value. Proven project management and organization skills; can juggle multiple deliverables and hit deadlines. Bachelor's degree or equivalent experience. Hybrid/Remote - Americas (Eastern time overlap preferred). Travel up to 20-30% for customer meetings, partner sessions, and industry events. Preferred Qualifications: Experience creating sales enablement content (battlecards, discovery guides, call decks). Familiarity with Salesforce (reports, opportunity hygiene) and content hubs (Highspot, Slack). Exposure to partner ecosystems (GSI/SI/ISV) and co-marketing/co-sell motions. Basic comfort with ROI framing and value hypothesis drafting. The above is a partial list of your responsibilities and duties, given that such may be varied from time to time by UiPath. In addition to your everyday responsibilities and duties, UiPath reserves the right to require you to perform other duties consistent with your position or skills. Success Metrics: Asset adoption and satisfaction scores from field (e.g., >70% “useful/very useful” on periodic survey). Number of deals supported at discovery/qualification with documented next steps and progression. On-time delivery of Vertical Solution launch kits and internal enablement sessions. Partner messaging kits completed and used in joint pursuits. Candidates must be authorized to work in the United States for this role Maybe you don't tick all the boxes above-but still think you'd be great for the job? Go ahead, apply anyway. Please. Because we know that experience comes in all shapes and sizes-and passion can't be learned. Many of our roles allow for flexibility in when and where work gets done. Depending on the needs of the business and the role, the number of hybrid, office-based, and remote workers will vary from team to team. Applications are assessed on a rolling basis and there is no fixed deadline for this requisition. The application window may change depending on the volume of applications received or may close immediately if a qualified candidate is selected. We value a range of diverse backgrounds, experiences and ideas. We pride ourselves on our diversity and inclusive workplace that provides equal opportunities to all persons regardless of age, race, color, religion, sex, sexual orientation, gender identity, and expression, national origin, disability, neurodiversity, military and/or veteran status, or any other protected classes. Additionally, UiPath provides reasonable accommodations for candidates on request and respects applicants' privacy rights. To review these and other legal disclosures, visit our .
    $77k-133k yearly est. Auto-Apply 14d ago
  • Lumber Trader

    JM Hunter Group 4.0company rating

    Senoia, GA jobs

    Job Description DUTIES AND RESPONSIBILITIES: Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily. Sources new sales opportunities through inbound and outbound prospecting calls and emails. Understands accounts, identifies key players and generates interest. Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth. Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements. Prepares and sends valuable offers daily. Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers. Executes timely and accurate trades based on market data, movement and prices. Provides competitive market intelligence and insights to prospects and customers. Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis. Purchases product for various types of sales. Handles inbound calls and provides callers with product and service information. Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests.
    $78k-133k yearly est. 2d ago
  • Banking Associate - Mandarin Required

    Premium Technology 3.8company rating

    New York jobs

    A Major International Bank is looking for an Associate for its Banking Department. The position will be located in Flushing, NY Job Description Responsible for engaging with clients and customers Working in the banking department to promote bank's product Maintaining relationships with customers Assisting with bank office responsibilities if needed Qualifications Bachelors degree in Finance, Communications, Marketing is highly preferred 1-2 years experience in a banking environment Must be comfortable engaging with customers and clients Detailed oriented; interpersonal skills are required Fluency in Mandarin is highly preferred Additional Information
    $127k-176k yearly est. 60d+ ago

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