Financial Services Specialist
3 weeks ago
Simplicity Group Holdings is seeking a highly skilled Financial Services Specialist to join our team. This role involves providing operational support to our clients, handling daily tasks, and driving quality customer experiences.
In this position, you will be responsible for managing client relationships, processing transactions, and communicating with internal teams. You will also be required to maintain accurate records, resolve issues, and identify opportunities for process improvements.
We offer a competitive salary range of $55,000 - $60,000 per year, based on experience. Additionally, you will receive an annual performance bonus of 5% and commission opportunities. Our comprehensive benefits package includes health insurance, 401(k) matching, life insurance, and paid time off.
This is a fantastic opportunity to join a fast-growing company that specializes in the distribution of retirement and financial planning products. As a Financial Services Specialist at Simplicity Group Holdings, you will work closely with our experienced team to deliver exceptional results and contribute to our mission of providing holistic financial strategies to consumers.
-
Financial Services Specialist
2 weeks ago
Bloomington, Illinois, United States COUNTRY Financial Full timeCOUNTRY Financial is looking for a highly skilled Financial Services Specialist to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service and ensuring timely payment processing. The ideal candidate will have strong knowledge in billing and financial services, with the ability to analyze complex...
-
Credit Union Financial Solutions Specialist
2 weeks ago
Bloomington, Illinois, United States COUNTRY Financial Full time**Job Overview**COUNTRY Financial is seeking a highly skilled Member Services Representative to join our team. As a Credit Union Financial Solutions Specialist, you will be responsible for establishing and setting up products and services for various Credit Union accounts.The ideal candidate will have excellent communication and interpersonal skills, as well...
-
Financial Services Specialist
2 weeks ago
Bloomington, Illinois, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Specialist to join our team. This role is ideal for someone who is passionate about building strong relationships with clients and providing exceptional service.In this position, you will work closely with financial advisors to help clients achieve their long-term financial goals....
-
Financial Services Coordinator
2 weeks ago
Bloomington, Illinois, United States COUNTRY Financial Full time**Overview:COUNTRY Financial is a leading financial services company that provides a range of products and services to individuals and businesses. We are committed to helping our customers achieve their financial goals and live secure lives.As a Billing Services Associate, you will play a critical role in ensuring the smooth operation of our billing...
-
Financial Operations Specialist
3 weeks ago
Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full timeJob OverviewMV Financial Group, MV Capital Management Inc. is seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our operations department, this individual will play a crucial role in ensuring the smooth functioning of our client services and portfolio management processes.Salary: $65,000 - $80,000 per year.
-
Financial Operations Specialist
2 weeks ago
Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full timeAbout the RoleWe are looking for a highly skilled Financial Operations Specialist to join our team at MV Financial Group and MV Capital Management Inc.This is a full-time position with an estimated annual salary of $70,000-$90,000 based on experience.Main ResponsibilitiesDirectly interfacing with clients to fulfill their service needsSupporting operational...
-
Financial Services Professional
2 days ago
Bloomington, Illinois, United States Compeer Financial Full timeJob Description">This position offers a hybrid work option, allowing up to 50% remote work from the Bloomington, IL or Sun Prairie, WI office locations. As a Financial Associate, you will be responsible for providing accurate financial analysis and loan structuring analysis to support credit decisions. This includes verifying assets, liabilities, and income...
-
AEC Industry Financial Services Professional
3 weeks ago
Bloomington, Illinois, United States Matheson Financial Advisors, Inc. Full timeA Unique OpportunityJoin our team as a Corporate Finance Advisory Specialist and contribute to our success in the AEC industry.ResponsibilitiesBusiness Valuation: Conduct valuations for ESOPs, M&A transactions, and strategic planning purposes.Mergers & Acquisitions: Assist in M&A execution, deal structuring, market research, and financial due...
-
Financial Services Professional
3 weeks ago
Bloomington, United States Burns Brothers Financial Group Full timeAbout the RoleWe are looking for a financial services professional to take on a part-time tax preparation role, working closely with our partner to build client relationships.The successful candidate will possess excellent communication skills, be able to work independently, and maintain accurate records.A business return background and CPA credentials are...
-
Financial Associate
3 weeks ago
Bloomington, Indiana, United States Creative Financial Staffing Full timeSenior Financial Clerk OpportunityWe are seeking a highly skilled Senior Financial Clerk to join our client's finance team as an Accounting Specialist - Accounts Payable. As a key member of the team, you will be responsible for ensuring accurate and timely payment processing, reconciliations, and scheduling. This is an excellent opportunity to advance your...
-
Senior Financial Clerk
3 weeks ago
Bloomington, Indiana, United States Creative Financial Staffing Full timeJoin Our Team at Creative Financial Staffing as we seek a highly skilled Accounting Specialist - Accounts Payable to join our client's finance team. As a key member of the team, you will be responsible for ensuring accurate and timely payment processing, reconciliations, and scheduling. This is an excellent opportunity to advance your career in accounting...
-
Financial Associate
2 days ago
Bloomington, United States Compeer Financial Full timeThis job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/jobs/12438244 Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to...
-
bloomington, United States Creative Financial Staffing Full timeAccounting Specialist - Accounts PayableWe are partnering with an outstanding organization to find a dedicated Accounting Specialist - Accounts Payable to join their finance team. This is a fantastic opportunity to work with a well-established and collaborative team while advancing your career in accounting. Why This Opportunity? Our client is known for...
-
Accounting Services Specialist
5 hours ago
Bloomington, United States Compeer Financial Full timeJob OverviewWe are seeking an experienced accounting professional to join our team as a Loan Accountant. This role will involve providing accounting services in an assigned area, including loans and leases, by analyzing requests and creating accounting system entries using appropriate procedures and accounting principles.Key ResponsibilitiesComplete...
-
Financial Operations Specialist
3 weeks ago
Bloomington, United States Simplicity Group Holdings Full timeJob OverviewWe are seeking a highly skilled Financial Operations Specialist to join our team at Simplicity Group Holdings. This role is responsible for providing operational support to an assigned group of financial advisors or firms, driving quality customer experiences, and handling daily operational needs.The ideal candidate will have a strong...
-
Financial Transaction Specialist
4 weeks ago
Bloomington, Illinois, United States Orbis Operations Full timeJob Description: We are looking for a skilled Financial Transaction Specialist to join our Orbis Operations team in McLean, VA. As a Financial Transaction Specialist, you will be responsible for managing and processing company payments, ensuring the accuracy of financial transactions. This role requires a strong understanding of accounting principles,...
-
Prosperity Solutions Specialist
4 weeks ago
Bloomington, Indiana, United States Prudential Financial Full timeIn this role as a Prosperity Solutions Specialist, you will be responsible for identifying and pursuing new business opportunities, building strong relationships with clients, and delivering exceptional service. Prudential Financial offers a supportive environment, cutting-edge tools, and a compensation structure that rewards performance.**Career Advancement...
-
Financial Reporting Manager
1 month ago
Bloomington, United States Country Financial Full timeJob Number: 240435You could be just the right applicant for this job Read all associated information and make sure to apply.Primary Location: US-IL-BloomingtonCOUNTRY Financial is seeking a Financial Reporting Manager who will lead a small team of accounting professionals. This role will be responsible for understanding new and current SSAP and GAAP...
-
Financial Advisor
3 days ago
Bloomington, United States LPL Financial Full timeYour career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at German American Bank in Bloomington or Columbus, IN would allow you to join the Investment Program at German American Bank as a Financial Advisor associated with LPL Financial....
-
Financial Planning Expert
4 weeks ago
Bloomington, Indiana, United States Prudential Financial Full timeBecome a Part of Our Financial Planning TeamWe are currently hiring an experienced Financial Advisor who is passionate about providing exceptional service to clients. If you have a successful book of business and are looking for a new challenge, we invite you to join our team at Prudential Advisors.You will work closely with our local leadership team to...