Current jobs related to Financial Services Client Care Specialist - Whitewater - University of Wisconsin System

  • Financial Services Professional

    3 days ago

    Whitewater, Wisconsin, United States Thrivent Full time

    Be Your Own BossAt Thrivent, we believe in empowering individuals to take control of their financial futures. As a financial advisor, you'll have the opportunity to build a successful career while making a meaningful impact in the lives of our clients.Key ResponsibilitiesProvide personalized financial guidance and connect clients to Thrivent's range of...

  • Accounting Specialist

    4 weeks ago

    Whitewater, Wisconsin, United States Creative Financial Staffing Full time

    About Creative Financial Staffing: Are you looking for a position with a firm that genuinely appreciates its workforce and promotes a supportive, family-oriented atmosphere? For over six decades, Creative Financial Staffing has been a key player in the community as a family-run enterprise that encourages a laid-back work environment where casual attire is...

  • Accounting Specialist

    4 weeks ago

    Whitewater, Wisconsin, United States Creative Financial Staffing Full time

    About Creative Financial Staffing: Are you looking for a position with a firm that genuinely appreciates its workforce and upholds a supportive, family-oriented atmosphere? For over six decades, Creative Financial Staffing has been a cornerstone in the community as a family-operated enterprise that promotes a laid-back working culture where casual attire is...

  • Accounting Specialist

    4 weeks ago

    Whitewater, Wisconsin, United States Creative Financial Staffing Full time

    About Creative Financial Staffing: Are you looking for a position with a firm that genuinely appreciates its workforce and promotes a supportive, family-oriented atmosphere? For over six decades, Creative Financial Staffing has been a cornerstone in the industry as a family-run enterprise that encourages a laid-back work environment where casual attire is...

  • Nursing Specialist

    2 weeks ago

    Whitewater, Wisconsin, United States Phoenix Ventures Full time

    About the Role:We are seeking a highly skilled Nursing Specialist to join our team at Phoenix Ventures. As a key member of our care team, you will be responsible for providing exceptional care to our residents, promoting their well-being, and ensuring the smooth operation of our care services.Key Responsibilities:Provide high-quality care to elderly...

  • Occupancy Specialist Property Manager

    12 hours ago

    Whitewater, Wisconsin, United States LUTHERAN SOCIAL SERVICES OF Full time

    Occupancy Specialist / Property ManagerLutheran Social Services of WI & Upper MI is seeking a highly motivated and detail-oriented individual to serve as an Occupancy Specialist / Property Manager for 3 HUD Housing buildings. The successful candidate will provide property management services for 38 units, ensuring occupancy standards are met, collecting and...

  • LPN - Senior Care Specialist

    2 weeks ago

    Whitewater, United States Willow Tree Care Center Full time

    The Willow Tree Care Center is seeking compassionate and skilled LPNs (Licensed Practical Nurses) to provide high-quality senior care in a supportive and positive work environment. As a valued member of our team, you will have the opportunity to make a meaningful difference in the lives of our residents.Benefits:Competitive wages: $33.89 per...

  • Neurology Specialist

    6 days ago

    Whitewater, Wisconsin, United States Radiant Innovations Full time

    Job Opportunity: Specialist in Neurology and PsychotherapyWe are seeking a highly skilled specialist in neurology and psychotherapy to join our multidisciplinary team at Radiant Innovations. The ideal candidate will possess a medical degree in neurology with additional qualifications in psychotherapy.Key Responsibilities:Provide expert care for patients in...

  • Training as an Insurance and Financial Services Salesperson at the Czerlitzka Agency in Düsseldorf Pempelfort

    5 days ago

    Whitewater, Wisconsin, United States Crimson Technologies Full time

    Unlock Your Sales PotentialAt Crimson Technologies, we're committed to helping you develop a successful sales career. Our apprenticeship program is designed to equip you with the skills and knowledge needed to excel in the insurance and financial services industry.Key HighlightsGain hands-on experience in a dynamic sales environmentDevelop expertise in...

  • Accounting Specialist

    4 weeks ago

    Whitewater, Wisconsin, United States The Scharine Group Inc. Full time

    Job OverviewPOSITION SUMMARYThe Accounting Specialist is responsible for compiling, preparing, and maintaining financial records and transactions to ensure accurate financial reporting.KEY RESPONSIBILITIESCollect and organize system records and reports to prepare data for period-end journal entries following established protocols.Extract and verify monthly...

  • Nursing Specialist

    6 days ago

    Whitewater, Wisconsin, United States Phoenix Ventures Full time

    About the RoleWe are seeking a dedicated and compassionate Nursing Specialist to join our team at Phoenix Ventures. As a key member of our care team, you will provide high-quality care and support to our residents, promoting their physical and emotional well-being.Key ResponsibilitiesProvide individualized care and support to residents with varying levels of...

  • IT Specialist for System Integration

    7 days ago

    Whitewater, Wisconsin, United States Velocity Solutions Full time

    The Wiegand-Glas Group is a leading container glass manufacturer in Germany, producing over eight million glass containers daily for the beverage and food industry in its four plants.Your Key Responsibilities:Maintain and configure network components, handling traditional network tasks with ease.Administer server environments, manage clients, and distribute...

  • Private Duty Nurse

    2 weeks ago

    Whitewater, Missouri, United States Maxim Healthcare Services Full time

    Job SummaryWe are seeking a highly skilled Registered Nurse to join our team at Maxim Healthcare Services. As a Private Duty Nurse, you will be responsible for providing high-quality patient care and working collaboratively with our interdisciplinary team to achieve optimal patient outcomes.ResponsibilitiesAssess, plan, implement, and evaluate patient care...

  • Quality Assurance Specialist

    4 weeks ago

    Whitewater, Wisconsin, United States Aerotek Full time

    Job OverviewWe are in search of a committed Quality Assurance Specialist to enhance our operational excellence. In this position, you will be responsible for conducting thorough inspections of both finished and in-process products utilizing precision instruments such as calipers and micrometers. Your duties will include performing initial inspections at the...

  • Private Duty Nurse

    2 weeks ago

    Whitewater, Missouri, United States Maxim Healthcare Services Full time

    Job SummaryWe are seeking a highly skilled Registered Nurse to join our team at Maxim Healthcare Services. As a Private Duty Nurse, you will be responsible for providing high-quality patient care and working collaboratively with our interdisciplinary team to achieve optimal patient outcomes.ResponsibilitiesPatient Assessment and Care PlanningConduct thorough...

  • Clinical Nurse Specialist

    4 weeks ago

    Whitewater, Wisconsin, United States North Shore Healthcare, LLC Full time

    Clinical Nurse Specialist (CNS) - Compensation up to $46.50 per Hour Based on Experience$7,500 Sign-On Incentive for Full-Time Positions16-Hour Weekend Shift Available with Additional $2 Pay IncentiveAt North Shore Healthcare, LLC, we prioritize leadership, innovation, and professional growth within our team. If you are seeking a dynamic workplace that...

  • Technical Processing Specialist

    3 weeks ago

    Whitewater, Wisconsin, United States Aurora Ventures Full time

    The Aurora Ventures organization is a representative of the state government in the Arnsberg administrative district, responsible for diverse specialist tasks in various areas. With around 1,800 employees at various locations, we perform tasks in health and social services, regional development, economy, education, environment, and occupational safety, as...

  • Electrical Design Specialist

    7 days ago

    Whitewater, Wisconsin, United States Titan Ventures Full time

    Electrical Designer Job OpportunityWe are seeking a skilled Electrical Designer to join our team at Titan Ventures. As a specialist in automation technology printing systems, you will be responsible for designing and implementing electrical systems for our clients.Key Responsibilities:Design and develop electrical systems for automation technology printing...

  • Respiratory Care Nurse

    10 hours ago

    Whitewater, United States La Villa Grande Care Center Full time

    Are you a compassionate Nurse with a passion for respiratory care and a desire to make a difference in the lives of seniors? Join our team at La Villa Grande Care Center. Role Overview: Provide exceptional care to residents with a focus on respiratory health. Combine nursing expertise with specialized respiratory care skills. Collaborate with a...

  • Nurse Care Specialist

    2 days ago

    Whitewater, CO, United States Willow Tree Care Center Full time

    Join Our Team as a Registered NurseWe are seeking a compassionate and skilled Registered Nurse to join our team at Willow Tree Care Center. As a Registered Nurse, you will play a vital role in providing high-quality care to our residents and supporting our Director of Nursing in their responsibilities.Key Responsibilities:Administer medications and complete...

Financial Services Client Care Specialist

4 months ago

Whitewater, United States University of Wisconsin System Full time

**INTRODUCTION**:
The Financial Services Department in the Division of Administrative Affairs at the University of Wisconsin-Whitewater seeks a Financial Services Client Care Specialist (Financial Specialist II, FN007).

**JOB DUTIES**:
The Financial Services Client Care Specialist is one of four specialists assigned to the Student Financial Services Office, which includes the Cashiering and Student Accounts units. These positions complete tasks as assigned for the rotation within the units. Assignments could include customer communications, counter service, daily cashiering duties, loan processing, collections, refunding, third party billing, etc. depending on what is needed at the time of the academic and fiscal year. The employee is required to know FERPA guidelines for confidential information, imaging and document storage techniques, appropriate cash handling processes, State and UW System collection requirements, and UW System and campus policies and procedures. This is a University Staff position which reports to the Associate Bursar and works standard customer service hours of 7:45 a.m. - 4:30 p.m.

**QUALIFICATIONS**:
**Minimum Qualifications**:

- Minimum of one-year experience in customer service, administrative support or retail cash handling OR educational equivalent

**Preferred Qualifications**:

- Experience with banking, cash handling, and reconciliations
- Knowledge of accounting and bookkeeping principles, practices and processes, such that would be obtained from years of experience or formal training in accounting
- Previous experience working with federal regulations and developing and implementing procedures to comply with them
- Knowledge of collection policies, practices, procedures and laws; analytical and negotiation skills
- Proficient in the use of computers, including Microsoft Office (Word, Excel) and Adobe - specifically experience with pivot tables and mail merges

**Knowledge, Skills and Abilities**:

- Demonstrated exceptional customer service aptitude and ability
- Demonstrated exceptional interpersonal, oral, and written communication skills to work with all levels of staff, students, parents, and general public
- Keen attention to detail and understanding of adequate supporting documentation for transactions
- Ability to multitask and meet deadlines
- Ability to work with individuals from diverse socio-economic, cultural, and ethnic backgrounds
- Willingness and ability to be an active participant in following applicable safety rules and regulations including necessary training and drills

**RESPONSIBILITIES**:
**A. Customer Service**
A2. Follow communication procedures, guidelines, and policies. Ensure FERPA requirements are met before providing confidential and personal information.
A3. Actively listen to customers' concerns, issues, and questions, and resolve to your best ability.
A4. Identify, assess and research customers' needs, and provide accurate, valid, and complete information.
A5. Respond and resolve customer complaints and/or concerns in a professional, positive, and calm manner. Advise customers on the issues discussed, and/or ensure their issues are resolved by another staff member when needed. Follow up with other campus departments or staff when appropriate.
A6. Keep accurate records of customer communications and interactions by imaging documents and recording information within WINS.
A7. Assist and monitor student employee activities at the window. When needed, work the customer service windows to accept payments and answer questions and/or concerns.
A8. Assist with training of student employees.

**B. Cashiering Processes**
B2. Coordinate morning processes and set up for the day.
B3. Review GL output reports and follow up on any variances from the prior day's activities. Coordinate resolution of any problems before information is loaded to GL.
B4. Process department deposits, ensuring accuracy in accounting codes, sales tax reporting, and tender types. Provide assistance to department staff for policy and procedures for deposits, cut off dates, etc.
B5. Receipt transactions and answer questions at Cashier's window.
B6. Perform bookkeeping and check writing services for student and faculty organizations on campus. Prepare monthly reports, open and close accounts, work with student organizations to understand and report sales tax on all applicable revenue generating activities. Train faculty advisors and officers on the use of student faculty accounts.
B7. Review student refund edit reports, identify discrepancies and issues, and facilitate corrections as needed. Process student refunds.
B8. Facilitate the daily cash and revenue balancing process between cash collections, checks and other forms of tender with the register reports. Complete daily balance report checkout form at end of day.
B9. Ensure all documents are imaged and match the daily report.
B10. Research miscellaneous checks and electronic wires, and perform other troubleshooting tasks within