Financial Services Specialist

22 hours ago


Grandview Heights, Ohio, United States Pyramid Consulting, Inc Full time
Job Description

**Financial Services Analyst Position**

We are seeking a highly skilled Financial Services Analyst to join our team at Pyramid Consulting, Inc. As a Financial Services Analyst, you will play a critical role in supporting our clients in the insurance industry.

Key Responsibilities:
  • **Data Entry and Record Keeping**: Accurately and efficiently enter data into our systems, ensuring that all records are complete and up-to-date.
  • **Financial Analysis**: Conduct financial analysis and prepare reports to help our clients make informed business decisions.
  • **Customer Service**: Provide exceptional customer service to our clients, responding to their inquiries and resolving any issues in a timely and professional manner.
  • **Contract Management**: Review and approve requests for deposits and contract changes, ensuring that all necessary information is complete and accurate.
  • **Project Coordination**: Coordinate and conduct projects, including training team members and ensuring that all tasks are completed on time.
  • **Problem-Solving**: Identify and evaluate problems, analyzing customer inquiries and determining the appropriate action to take.
Requirements:
  • **Education**: High school diploma or equivalent required; undergraduate studies desirable.
  • **Experience**: Four years of work experience required; experience in the insurance industry preferred.
  • **Skills**: Excellent communication and problem-solving skills, with the ability to work independently and as part of a team.
  • **Technology**: Proficient in using office software, including Microsoft Office and Google Suite.

**About Us**: Pyramid Consulting, Inc. is a leading provider of consulting services to the insurance industry. We are committed to providing our clients with exceptional service and support, and we are seeking a highly skilled Financial Services Analyst to join our team.



  • Shaker Heights, Ohio, United States Amotec Inc Full time

    Job OverviewAmotec is actively searching for motivated individuals for a Financial Reporting Specialist position. Our client, a prominent global manufacturer, is situated in the Cleveland area. Reporting directly to the Corporate Accounting Manager, the Financial Reporting Specialist will be instrumental in supporting various aspects of financial...


  • Grandview Heights, Ohio, United States Rose International Full time

    Required Education:High school diploma or equivalent is mandatory.Required Experience:Minimum of one year in customer service or sales-related roles.Preferred Education:Undergraduate degree in finance, business administration, insurance, economics, or communications is desirable.Position Overview:As a representative, you will deliver exceptional service to...


  • Grandview Heights, Ohio, United States Rose International Full time

    Job SummaryRose International is seeking a highly skilled and detail-oriented Customer Service Representative to join our team. As a key member of our client support team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Service: Provide prompt and efficient service to internal...


  • Brooklyn Heights, Ohio, United States Strategic Systems Full time

    Job OverviewWe are seeking a Financial Operations Specialist to join our dynamic team. This role is pivotal in managing financial transactions and ensuring the integrity of financial records.Key ResponsibilitiesAccounts Payable: Manage vendor invoices through coding, data entry, and import processes.Expense Reconciliation: Handle intercompany expenses and...


  • University Heights, Ohio, United States Crimson Industries Full time

    About the RoleWe are seeking a highly skilled Tax Specialist to join our team at Crimson Industries. As a key member of our accounting department, you will play a critical role in preparing annual financial statements, tax returns, and income surplus calculations.Key ResponsibilitiesPrepare and review annual financial statements, tax returns, and income...


  • Grandview Heights, Ohio, United States Rose International Full time

    Required Education:High school diploma or equivalent is mandatory.Required Experience:Minimum of one year in customer service or sales-related roles.Preferred Education:Undergraduate degree in finance, business administration, insurance, economics, or communications is preferred.Position Overview:As a Client Solutions Specialist, you will deliver exceptional...

  • HR Specialist

    2 weeks ago


    Huber Heights, Ohio, United States Creative Financial Staffing Full time

    Job Opening: HR SpecialistAre you an enthusiastic and experienced HR professional with expertise in employee benefits and talent acquisition? We are looking for a proactive and detail-oriented HR Specialist to become an integral part of our organization and help enhance our workforce and employee satisfaction. Our aim is to cultivate a dynamic and inclusive...


  • Shaker Heights, Ohio, United States Independent Resourcing Consultancy Ltd Full time

    Position: Wealth ManagerLocation: DubaiIndependent Resourcing Consultancy Ltd is a leading independent financial advisory firm committed to ensuring the financial well-being of its clients. Founded by UK-qualified financial advisers, the company stands out with its dynamic energy and innovative strategies, making it a key player in the offshore financial...


  • Shaker Heights, Ohio, United States Independent Resourcing Consultancy Ltd Full time

    Position: Wealth ManagerLocation: DubaiIndependent Resourcing Consultancy Ltd is a leading independent financial advisory firm committed to securing the financial well-being of its clients. Founded by UK-qualified financial professionals, the company stands out with its dynamic approach and innovative solutions, making it a key player in the offshore...


  • Maple Heights, Ohio, United States Remington College Full time

    Position OverviewRemington College is in search of a dedicated financial aid consultantIf you are a proactive individual with a background in direct financial aid counseling and a passion for supporting student success, we invite you to explore this opportunity.We are seeking a skilled and personable financial aid consultant to join our team. This role...

  • Senior Financial Analyst

    7 minutes ago


    Broadview Heights, Ohio, United States Tidewater Staffing Solutions Full time

    Tidewater Staffing Solutions is seeking a highly skilled Senior Accountant to join our team. As a senior accountant, you will play a critical role in managing and maintaining our financial records, preparing financial statements, analyzing budgets, and ensuring compliance with accounting regulations. Your responsibilities will include collaborating with...

  • Compensation Analyst

    2 weeks ago


    Middleburg Heights, Ohio, United States Creative Financial Staffing Full time

    PAYROLL SPECIALISTCompany OverviewCreative Financial Staffing is a prominent player in the financial services sector.We foster a collaborative work atmosphere with ample opportunities for professional advancement.Our organization provides a comprehensive benefits package to support our employees.Key ResponsibilitiesEnsure precise and prompt processing of...


  • Broadview Heights, Ohio, United States Tidewater Staffing Solutions Full time

    Job Summary:We are seeking a highly skilled Senior Accountant to join our team at Tidewater Staffing Solutions. As a senior accountant, you will play a critical role in managing and maintaining our financial records, preparing financial statements, analyzing budgets, and ensuring compliance with accounting regulations.Key Responsibilities:Financial...


  • Brooklyn Heights, Ohio, United States Hall's Culligan Water Full time

    Join Our Team as a Service Equipment Specialist!About Us:Hall's Culligan Water has been a leader in providing high-quality drinking water and treatment solutions for nearly a century. We pride ourselves on our innovative approach and our commitment to customer satisfaction, offering personalized services tailored to meet the unique needs of each client.Your...


  • Grandview Heights, Ohio, United States Rose International Full time

    Required Education:High school diploma or equivalent is mandatory.Required Experience:Minimum of one year in customer service or sales-related roles.Preferred Education:Undergraduate degree in finance, business administration, insurance, economics, or communications is preferred.Position Overview:As a representative, you will deliver exceptional service to...


  • Grandview Heights, Ohio, United States Rose International Full time

    Required Education:High school diploma or equivalent is mandatory.Required Experience:Minimum of one year in customer service or sales-related roles.Preferred Education:Undergraduate degree in finance, business administration, insurance, economics, or communications is preferred.Position Overview:As a Representative, you will deliver exceptional service to...


  • Shaker Heights, Ohio, United States Aurora Technologies Full time

    Job DescriptionJob Title: Training to become an insurance and financial investment salesmanCompany: Aurora TechnologiesJob Type: Full-timeLocation: Remote (with occasional on-site visits)About Us: Aurora Technologies is a leading provider of innovative insurance and financial services solutions. We are committed to delivering exceptional customer experiences...


  • Grandview Heights, Ohio, United States INEOS Composites US LLC Full time

    Key Responsibilities:Oversee the management of all SAP ECC systems within the INEOS Composites US LLC portfolio, including handling change requests and projects, as well as assessing the technical implications of acquisitions and divestitures.Serve as a technical authority on the configuration and operational processes associated with INEOS Composites US...


  • Shaker Heights, Ohio, United States Accurate Staffing Full time

    Job OverviewAccurate Staffing is seeking two dedicated Culinary Service Specialists to support our food service operations.SHIFT: 1st (6a-2p OR 7a-3p) M-F with potential for occasional overtime during evenings and weekends.COMPENSATION: $16/hr.We are looking for two candidates to enhance our Culinary Service team. While prior experience is beneficial, it is...


  • Grandview Heights, Ohio, United States Tailored Management Full time

    About the RoleWe are seeking a highly skilled and experienced Solutions Center Representative to join our team at Tailored Management. As a Solutions Center Representative, you will play a critical role in providing exceptional customer service and support to our clients, partners, and investment professionals.Key ResponsibilitiesCustomer Service and...