Financial Services Operations Specialist
4 days ago
We are seeking a highly skilled and detail-oriented Financial Services Operations Specialist to join our team at Fulton Financial Corporation. This role will provide operational support to our Financial Advisors and their clients, ensuring seamless day-to-day operations and exceptional customer service.
Key Responsibilities- Provide administrative support to Financial Advisors, including scheduling meetings, preparing client materials, and maintaining accurate records.
- Serve as the first point of contact for clients, responding to inquiries, and resolving issues in a timely and professional manner.
- Assist with onboarding new clients, ensuring all necessary documentation is complete and accurate.
- Process client transactions, such as trades, deposits, and withdrawals, while maintaining compliance with regulatory requirements.
- Collaborate with Financial Advisors to prepare client meetings and presentations, including gathering relevant data and creating reports.
- Maintain accurate records and files using Client Relationship Management (CRM) software.
- Bachelor's degree in business, finance, or a related field.
- At least 3 years of experience in financial services or sales environment.
- Knowledge of investment industry terminology and mathematics sufficient to process account and transaction information.
- Ability to use Microsoft Office Suite and CRM software.
Fulton Financial Corporation offers a comprehensive benefits package, including medical plans, flexible spending accounts, dental and vision insurance, life insurance, 401(k) program, and paid time off programs.
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Financial Operations Auditor
5 days ago
Mount Laurel, New Jersey, United States Holman Enterprises, Inc. Full timeKey Responsibilities:As a Financial Operations Auditor at Holman Enterprises, Inc., you will be responsible for performing and documenting tests of the company's financial records. This will involve conducting tests to determine compliance with accounting standards, laws, regulations, and company policies.Requirements:Bachelor's Degree in Accounting or...
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Payment Operations Specialist III
1 month ago
Mount Laurel, New Jersey, United States TD Bank Full timeJob DescriptionThe Payment Operations Specialist III plays a critical role in supporting the Payment Operations team in all activities related to the support of Payment Operations products. The primary focus will be on reconcilements, daily operations support, customer inquiries, transaction processing, and maintaining customer files.Key...
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AML Financial Crime Risk Oversight Specialist
3 weeks ago
Mount Laurel, New Jersey, United States TD Bank Group Full timeJob Title: AML Financial Crime Risk Oversight SpecialistJob Summary:The AML Financial Crime Risk Oversight Specialist will be responsible for providing expert guidance and oversight to portfolios, businesses, and functions on the development, maintenance, and implementation of all aspects of AML/ATF/Sanctions/ABAC compliance programs in line with the Bank's...
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Payment Operations Specialist III
1 month ago
Mount Laurel, New Jersey, United States TD Bank Full timeJob SummaryWe are seeking a highly skilled Payment Operations Specialist III to join our team at TD Bank. As a key member of our Payment Operations team, you will be responsible for assisting in all activities related to the support of our Payment Operations products.Key ResponsibilitiesReconcilements: Ensure accurate and timely reconciliation of payment...
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Financial Leadership Position
1 week ago
Mount Laurel, New Jersey, United States Association Headquarters Full timeJob SummaryThe Controller plays a key leadership role in the financial health and operations of the company, ensuring the accuracy of financial records, adherence to regulatory standards, and effective financial reporting. This role is crucial for overseeing the budgeting process, internal controls, and overall strategic financial planning in collaboration...
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Mount Laurel, New Jersey, United States Diverse Lynx Full timeSalesforce Developer with Financial Service CloudAt Diverse Lynx, we are seeking a highly skilled Salesforce Developer with expertise in Financial Service Cloud to join our team.Key Responsibilities:Design and develop Salesforce applications with a focus on Financial Service Cloud.Collaborate with cross-functional teams to ensure seamless integration with...
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Financial Services Professional
2 months ago
Mount Vernon, New York, United States LPL Financial Full timeFinancial Advisor OpportunityAbout the RoleLPL Financial, a leading provider of investment services, is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing financial guidance and investment solutions to clients, helping them achieve their long-term financial goals.Key ResponsibilitiesBuild and...
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Financial Services Professional
1 week ago
Mount Vernon, New York, United States LPL Financial Full timeFinancial Services Professional OpportunityLPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Banner Bank in Mt. Vernon, WA would allow you to join the Investment Program at Banner Bank as a Financial Advisor associated with LPL Financial.The Investment Program at Banner Bank...
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Financial Controller
4 weeks ago
Mount Laurel, New Jersey, United States Association Headquarters Full timeJob Title: ControllerAssociation Headquarters is seeking a highly skilled and experienced Controller to join our team. As a key member of our finance department, the Controller will play a critical role in ensuring the accuracy and integrity of our financial records, as well as providing strategic financial guidance to support the company's growth and...
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Revenue Cycle Specialist
3 weeks ago
Mount Laurel, New Jersey, United States Pinnacle Treatment Centers, Inc. Full timeJob SummaryPinnacle Treatment Centers, Inc. is seeking a skilled Revenue Cycle Specialist to join our team. As a key member of our revenue management team, you will play a critical role in ensuring the smooth operation of our patient financial services.Key ResponsibilitiesClaims Management: Resolve outstanding payer balances for assigned financial classes by...
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Customer Service Representative
1 week ago
Mount Laurel, New Jersey, United States PEAC Solutions Full timeAt PEAC Solutions, we're seeking a highly skilled Customer Service Specialist to join our team. As a key member of our customer care team, you'll play a pivotal role in delivering exceptional service to our clients.Key Responsibilities:Respond to customer inquiries and concerns via phone and email, providing timely and professional resolutions.Maintain...
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Mount Laurel, New Jersey, United States Diverse Lynx Full timeRole Overview:As a Salesforce Developer with Financial Service Cloud expertise, you will be responsible for developing and implementing Salesforce solutions that meet the needs of our clients. With 6-8 years of experience in Salesforce Development, you will have a strong understanding of Salesforce Development activities and various modules such as FAC,...
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Chief Financial Officer
1 week ago
Mount Laurel, New Jersey, United States Holman, Inc. Full timeJob Summary: We are seeking a highly experienced and strategic Chief Financial Officer to lead our Commercial Finance team at Holman, Inc. As a key member of our executive leadership team, you will be responsible for driving operational excellence and financial performance across our business units. Key Responsibilities: Develop and implement financial...
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Governance and Control Specialist
7 days ago
Mount Laurel, New Jersey, United States TD Bank Full timeJob SummaryThe Governance and Control Specialist is responsible for managing a portfolio of governance and control activities for moderately complex or high-risk business or functional areas. This role requires a highly seasoned professional with substantial business knowledge and expertise in a complex field, as well as knowledge of broader related...
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Financial Data Analyst
1 week ago
Mount Laurel, New Jersey, United States LHH Recruitment Solutions Full timeJob OverviewLHH Recruitment Solutions has partnered with a construction company in Cherry Hill, NJ, to fill a Contract Accounting Clerk position. This role is available for 3-6 months to support the company's financial operations.Key ResponsibilitiesPerform data analysis and manipulation using Excel to inform financial decisions.Manage accounts payable and...
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Java Production Support Specialist
4 weeks ago
Mount Laurel, New Jersey, United States Tata Consultancy Services Full timeJob DescriptionJob Title: Java Production SupportJob Summary:We are seeking a highly skilled Java Production Support professional to join our team at Tata Consultancy Services. As a Java Production Support specialist, you will be responsible for ensuring the smooth operation of our Java-based applications and systems. This is a challenging and rewarding role...
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Senior Governance Specialist
1 month ago
Mount Laurel, New Jersey, United States TD Bank, N.A. Full timeJob Title: Senior Governance SpecialistDescription:The Senior Governance Specialist is a key member of the TD Bank, N.A. team, responsible for providing expert guidance and support to ensure the effective implementation of governance and risk management practices across the organization.Key Responsibilities:Develop and maintain a comprehensive understanding...
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Revenue Cycle Specialist
1 month ago
Mount Laurel, New Jersey, United States Pinnacle Treatment Centers, Inc. Full timeJob SummaryPinnacle Treatment Centers, Inc. is seeking a skilled Revenue Cycle Specialist to join our team. As a key member of our revenue management team, you will play a critical role in ensuring the smooth operation of our patient financial services.Key ResponsibilitiesClaims ManagementResolve outstanding payer balances for assigned financial classes by...
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Revenue Cycle Specialist
1 month ago
Mount Laurel, New Jersey, United States Pinnacle Treatment Centers, Inc. Full timeJob SummaryWe are seeking a highly skilled Revenue Cycle Specialist to join our team at Pinnacle Treatment Centers, Inc. As a key member of our revenue cycle team, you will play a critical role in ensuring the smooth operation of our patient financial services.Key ResponsibilitiesClaims ManagementResolve outstanding payer balances for assigned financial...
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Financial Operations Assistant
4 days ago
Mount Kisco, New York, United States Creative Financial Staffing Full timeAccounting Clerk Role OverviewAs a key member of our client's finance team, the Accounting Clerk will be responsible for processing accounts payable transactions accurately and in a timely manner. This includes maintaining financial records, reconciling discrepancies, and resolving accounting issues with attention to detail. The ideal candidate will have a...