Financial Services Operations Specialist
6 days ago
We are seeking an experienced professional to join our dynamic team at MassMutual Eastern PA as a Financial Services Operations Specialist. The ideal candidate will have a strong understanding of operational and regulatory aspects of the securities industry, with excellent written and verbal communication skills.
Key Responsibilities:
- Manage inquiries from advisors and staff regarding new account openings, subsequent business, servicing of existing accounts, and related requests.
- Assist producers and/or assistants in promptly resolving 'Not in Good Order' submissions, becoming a subject matter expert in investment business processing.
- Assign, track, and follow up on required training courses to agents, registered representatives, and associated persons.
- Review, process, approve, and log incoming checks and securities.
- Coordinate and disseminate communications to agents, registered representatives, and associated persons.
- Coordinate training events for the supervisory team.
Compensation and Benefits:
$50,000 - $80,000 yearly. We offer paid training and licenses, health and insurance benefits, competitive compensation, growth opportunities, and more.
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Financial Services Relationship Manager
5 days ago
Horsham, Pennsylvania, United States PNC Financial Services Group Full timeAs a Financial Services Relationship Manager with PNC Financial Services Group, you will play a key role in building and maintaining strong client relationships, ensuring the delivery of exceptional customer experiences, and driving revenue growth.The estimated salary for this position is around $80,000 - $110,000 per year, depending on experience and...
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Financial Services Specialist
1 week ago
Horsham, Pennsylvania, United States Cramer Management LLC Full timeJob OverviewWe are seeking a highly skilled Financial Services Specialist to join our team at Cramer Management LLC. This is a full-time position, offering a competitive salary and excellent benefits package.The estimated salary for this role is $80,000 - $120,000 per year, depending on experience. If you have a passion for delivering exceptional client...
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Director of Financial Operations
7 days ago
Horsham, Pennsylvania, United States National Medical Services Inc Full timeAbout National Medical Services IncNational Medical Services Inc is a leading provider of forensic and clinical laboratory services, committed to delivering high-quality testing solutions to clients in forensic, criminalistic, public health, and clinical fields. With over 50 years of experience, we continue to expand our menu of tests and increase our...
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Chief Financial Operations Officer
6 days ago
Horsham, Pennsylvania, United States National Medical Services Inc Full timeAbout the RoleEstimated salary: $150,000 - $200,000 per yearNational Medical Services Inc is seeking a highly qualified CFO to oversee its financial operations and drive strategic growth.About Us:We provide a wide range of testing solutions in forensic, criminalistic, public health, and clinical fields. Our commitment to quality, integrity, service,...
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Client Relationship Development Specialist
2 weeks ago
Horsham, Pennsylvania, United States PNC Financial Services Group Full timePNC Financial Services Group is looking for a Client Relationship Development Specialist to join our team. In this role, you will be responsible for expanding and retaining existing client relationships, identifying new business opportunities, and delivering exceptional customer experiences.The estimated salary for this position is around $90,000 - $130,000...
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Financial Operations Specialist
1 week ago
Horsham, Pennsylvania, United States Spectrum Gaming Group FL LLC Full timeJob OverviewWe are seeking an experienced Part-Time Bookkeeper to support our operations at Spectrum Gaming Group FL LLC. This role is responsible for maintaining accurate financial records, preparing financial reports, and ensuring compliance with federal, state, and local regulations.Key ResponsibilitiesMaintain a chart of accounts and post journal entries...
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Client Relationship Specialist
5 days ago
Horsham, Pennsylvania, United States PNC Financial Services Group Full timeWe are excited to announce a new opportunity for a skilled professional to join our team as a Relationship Manager I at PNC Financial Services Group's Business Credit organization, based in Horsham, PA or Pittsburgh, PA.The estimated salary for this position is $80,000 - $110,000 per year, depending on experience and qualifications.Job Overview:This role...
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Horsham Branch Financial Specialist
1 week ago
Horsham, Pennsylvania, United States Cramer Management LLC Full timeAbout the JobAs an Horsham Branch Financial Specialist, you will play a crucial role in establishing, deepening, and growing Schwab client relationships. Your primary responsibility will be to source and network with clients, provide outstanding service, and offer suitable investment guidance and advice based on their needs.Key RequirementsTo excel in this...
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Chief Financial Director
7 days ago
Horsham, Pennsylvania, United States National Medical Services Inc Full timeAbout National Medical Services IncNational Medical Services Inc, a leading provider of forensic and clinical laboratory services, is seeking a highly qualified Chief Financial Officer to join our executive team. With over 50 years of experience in delivering high-quality testing solutions, we continue to expand our menu of tests and increase our positive...
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Director of Financial Strategy
1 week ago
Horsham, Pennsylvania, United States National Medical Services Inc Full timeAbout the RoleEstimated salary: $180,000 - $250,000 per yearNational Medical Services Inc is seeking an experienced CFO to lead its financial operations and drive strategic growth.About Us:We are a leading provider of testing solutions in forensic, criminalistic, public health, and clinical fields. Our commitment to quality, integrity, service, innovation,...
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Senior Financial Strategist
7 days ago
Horsham, Pennsylvania, United States National Medical Services Inc Full timeAbout National Medical Services IncNational Medical Services Inc, a leading provider of forensic and clinical laboratory services, seeks an exceptional Chief Financial Officer to join our executive team. With over 50 years of experience in delivering high-quality testing solutions, we continue to expand our menu of tests and increase our positive impact on...
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Financial Services Assistant
1 week ago
Horsham, Pennsylvania, United States Lincoln Investment Full timeJob Overview">This is a full-time role supporting 1-3 financial advisors in our Horsham office. You will assist with growing and maintaining their practice by providing dependable clerical and administrative duties.Key Responsibilities:Client Servicing: Answer and return client phone calls, assist clients with inquiries, take instructions from clients and...
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Business Development Specialist
2 weeks ago
Horsham, Pennsylvania, United States PNC Financial Services Group Full timeJob OverviewPNC Financial Services Group seeks a Relationship Manager I to join our Business Credit organization in Horsham, PA or Pittsburgh, PA. This role is responsible for handling relationship management activities with existing clients to ensure client retention, risk management, and revenue growth.
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Relationship Management Specialist
5 days ago
Horsham, Pennsylvania, United States PNC Financial Services Group Full timeWe are looking for a highly motivated Relationship Manager I to join our team at PNC Financial Services Group. In this role, you will be responsible for handling relationship management activities with existing clients to ensure client retention, risk management, and revenue growth.Main Tasks:Expand and retain client relationships to generate revenue and...
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Financial Service Representative
7 days ago
Horsham, Pennsylvania, United States Cramer Management LLC Full timeAbout the RoleWe are seeking a skilled Client Service Specialist to support the success of our Independent Branch in Horsham, PA. As a key member of the team, you will be responsible for greeting clients and prospects, delivering outstanding service, and supporting branch marketing activities.Your daily tasks will include scheduling client consultations,...
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Business Development Associate
5 days ago
Horsham, Pennsylvania, United States PNC Financial Services Group Full timePNC Financial Services Group is seeking a skilled Relationship Manager I to join our Business Credit organization. This role offers an exciting opportunity to work in Horsham, PA or Pittsburgh, PA.Key Responsibilities:Manage client relationships to ensure retention and revenue growth, with a focus on clients with basic levels of risk and complexity.Negotiate...
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Financial Services Associate
7 days ago
Horsham, Pennsylvania, United States Cramer Management LLC Full timeJob OverviewWe are seeking a highly skilled Financial Services Associate to join our team at Cramer Management LLC in Horsham, PA. This role is responsible for providing exceptional client service and support to our clients, ensuring they feel valued and appreciated.Key ResponsibilitiesGreet clients with warm enthusiasm, ensuring a welcoming...
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Relationship Banking Professional
2 weeks ago
Horsham, Pennsylvania, United States PNC Financial Services Group Full timeAbout the RoleWe are looking for a skilled Relationship Manager I to work with clients with basic levels of risk and complexity of needs. You will handle origination, negotiation, and documentation of credit and non-credit products and services. Additionally, you will prepare approval documents to identify risks and mitigants, analyze credit, collateral...
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Manufacturing Operations Specialist
4 weeks ago
Horsham, Pennsylvania, United States ADECCOCMS Full timeWe are seeking a Manufacturing Operations Specialist to join our team in Horsham, PA.Job Summary:This is an entry-level position that requires no previous experience. As a Manufacturing Operations Specialist, you will be responsible for manufacturing and assembly operations in assigned areas, working directly with the manufacturing and operations teams to...
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Salesforce Operations Specialist
2 weeks ago
Horsham, Pennsylvania, United States FIRSTRUST SAVINGS BANK Full timeJob Title: Salesforce Operations SpecialistAbout the JobFIRSTRUST SAVINGS BANK is seeking a skilled Salesforce Operations Specialist to join our Enterprise Solutions Team. This role will be responsible for managing, optimizing, and supporting our FirstCLASS platform (powered by Salesforce) and its related platform apps.Key Responsibilities:Assists in the...