Financial Services Representative

7 days ago


Minneapolis, Minnesota, United States Wilson-McShane Corp Full time
Job Overview

The Wilson-McShane Corp is seeking an experienced Financial Services Representative to join their team. As a key member of the Accounts Receivable department, this individual will be responsible for ensuring seamless benefits delivery to participants.

Based on industry standards and location, the estimated salary for this role is approximately $55,000 - $65,000 per year.

About the Role

This position involves receiving contributions and reports from employers, reconciling hours and contributions, and providing support to participants with health coverage eligibility and self-payments.

The work schedule is 8am-5pm, Monday-Friday, with a 1-hour lunch break. The company offers a hybrid schedule pending completion of initial training.

Responsibilities
  • Process employer contributions and reconcile participant accounts
  • Provide excellent customer service to resolve participant queries
  • Collaborate with colleagues to ensure efficient benefits delivery
Requirements

To succeed in this role, candidates should possess strong problem-solving skills, attention to detail, and excellent communication skills.



  • Minneapolis, Minnesota, United States OneMain Financial Full time

    Unlock a fulfilling career with OneMain Financial as a Financial Services Representative! About the Role:We are seeking an experienced and results-driven individual to join our team as a Financial Services Representative in one of our branch locations. As a representative, you will be responsible for delivering exceptional customer service, meeting sales...


  • Minneapolis, Minnesota, United States TRUSTONE FINANCIAL CREDIT UNION Full time

    **About the Role**We are seeking a highly skilled and motivated Financial Services Representative to join our team at TruStone Financial Credit Union. As a key member of our branch staff, you will be responsible for delivering exceptional customer service, building strong relationships with our members, and promoting our financial products and services.The...


  • Minneapolis, Minnesota, United States Wings Financial Credit Union Full time

    Overview: At Wings Financial Credit Union, we are committed to helping our members achieve their financial goals and improve their overall quality of life. As a Financial Service Representative, you will play a critical role in this process by developing and maintaining strong relationships with members, identifying their financial needs, and providing...


  • Minneapolis, Minnesota, United States Farmers Insurance & Financial Services Full time

    Job OverviewThe Farmers Insurance & Financial Services district office in Plymouth, MN is seeking an experienced Financial Services Associate to cross-sell life and financial services to existing clients for agency owners in our district.This role requires a successful sales professional with at least 3 years of experience selling life insurance and...


  • Minneapolis, Minnesota, United States First National_Fulda Full time

    Job Title: Financial Services RepresentativeLocation:Plymouth, MNEstimated Salary:$60,000 - $80,000 per yearAbout the Role:This is an excellent opportunity to join our team as a Financial Services Representative in Plymouth, MN. As a key member of our banking team, you will be responsible for ensuring customer satisfaction and making decisions on behalf of...


  • Minneapolis, Minnesota, United States Agate Housing and Services Full time

    Ayate Housing and Services is a leading nonprofit organization dedicated to ending homelessness and relieving hunger through action and advocacy.We are seeking an experienced Financial Management Representative to join our team. This role plays a critical part in client management by overseeing funds received from Social Security. As a representative payee,...


  • Minneapolis, Minnesota, United States Affinity Plus Full time

    Job Description:A Financial Service Representative at Affinity Plus will provide exceptional service to members by assisting with everyday transactions, including deposits, withdrawals, and transfers. This role also involves providing education on self-serve options and troubleshooting issues related to credit or debit cards.The ideal candidate will have...


  • Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full time

    About the RoleWe are looking for a talented Financial Services Coordinator to join our team at Stevens Foster Financial Advisors. In this role, you will work closely with our Client Account Managers and Planning Department to create financial plans, maintain client records, and manage client relationships.The successful candidate will possess excellent...


  • Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full time

    Job OverviewStevens Foster Financial Advisors is a leading Registered Investment Advisory firm seeking an experienced Financial Services Professional to join our team. As a key member of our wealth management team, you will be responsible for developing trusting relationships with high net worth clients and providing personalized financial planning services.


  • Minneapolis, Minnesota, United States Blaze Credit Union Full time

    Job SummaryWe are seeking a highly skilled Sr Teller to join our team at Blaze Credit Union. As a key member of our branch operations, you will be responsible for executing financial transactions, recommending products and services, and providing exceptional customer service.Key Responsibilities:Execute financial transactions in a timely and accurate...


  • Minneapolis, Minnesota, United States OneMain Financial Full time

    About the RoleWe are seeking a skilled Financial Services Professional to join our team as a Retail Loan Collections Specialist. In this role, you will be responsible for delivering results related to individual and branch sales goals as well as customer expectations.Key ResponsibilitiesPresent financial solutions based on customer needs that meet their...


  • Minneapolis, Minnesota, United States Radius Global Solutions LLC Full time

    About the RoleRADIUS GLOBAL SOLUTIONS LLC is looking for skilled Customer Service Associates to join our Financial Services Team. In this role, you will be responsible for handling customer inquiries, resolving financial issues, and meeting sales targets.Key Responsibilities:Respond to customer calls, emails, or letters regarding account balances, payment...


  • Minneapolis, Minnesota, United States Ameriprise Financial Full time

    **About the Role**We are seeking a skilled Tech Solutions Architect to join our team at Ameriprise Financial. This is a full-time, exempt position.**Company Overview**Ameriprise Financial is a diversified financial services leader with over $1 trillion in assets under management and administration. We have a strong financial foundation and an unwavering...


  • Minneapolis, Minnesota, United States Symmetry Financial Group - Gary Uyemura Full time

    At Symmetry Financial Group - Gary Uyemura, we are dedicated to helping our agents achieve their full potential. As a Financial Services Agent, you will have the opportunity to work with clients who are genuinely interested in our products and services, eliminating the need for cold calls.You will be part of a dynamic team that values work-life balance,...


  • Minneapolis, Minnesota, United States Simplicity Group Holdings Full time

    Financial Marketing RepresentativeWe are seeking a highly skilled Financial Marketing Representative to join our team at Simplicity Group Holdings in Minneapolis, MN or Monticello, MN.As a Financial Marketing Representative, you will be responsible for promoting our market-leading products to insurance and investment professionals. You will also work closely...


  • Minneapolis, Minnesota, United States Thrivent Financial for Lutherans Full time

    Job DescriptionWe are seeking a skilled Financial Services Portfolio Manager to join our team at Thrivent Financial for Lutherans. As a key member of our operations team, you will play a critical role in supporting the investment process.ResponsibilitiesProvide operational trade support for a broad array of equity, fixed income, and derivative...


  • Minneapolis, Minnesota, United States Northland Securities Inc Full time

    About Northland Securities Inc.We are a leading financial services firm dedicated to providing exceptional client experiences. Our mission is to deliver innovative solutions and personalized service, fostering a culture of belonging, inclusion, diversity, and equity. We strive to create opportunities for growth and success for every employee.Salary and...


  • Minneapolis, Minnesota, United States Agate Housing and Services Full time

    Overview of Agate Housing and ServicesA nonprofit organization dedicated to ending homelessness and relieving hunger through action and advocacy. We provide emergency services, shelter, and housing programs for individuals and families.We believe that housing is a basic human right. Our values are: Integrity: Doing the right thing even if it isn't...


  • Minneapolis, Minnesota, United States Securian Financial Group Full time

    About This OpportunityWe are seeking a highly motivated and experienced Sales Vice President to join our team at Securian Financial. As a key member of our Affinity Solutions Division, you will be responsible for leading the sales efforts with a defined group of distribution partners in the financial institution market.Key ResponsibilitiesYour primary focus...


  • Minneapolis, Minnesota, United States Summit Federal Services LLC Full time

    Summit Federal Services, LLC is looking for a skilled Technical Field Services Representative to provide onsite support to our customers in Minneapolis, MN.As a Technical Field Services Representative, you will be responsible for performing daily onsite services, including new installations, operator training, and repairs of electrical, mechanical, and laser...