Financial Services Business Analyst
3 weeks ago
**Job Title:** Financial Services Business Analyst
**About Us:** Canterbury Capital Wealth Management is a dynamic and innovative firm that offers comprehensive wealth management services to individuals, families, and businesses. We pride ourselves on our commitment to delivering exceptional client experiences and building long-term relationships.
**Job Summary:** We are seeking an experienced Financial Services Business Analyst to join our operations team. As a key member of our team, you will be responsible for providing business support to our financial advisors, focusing on operational excellence and delivering exceptional client experiences.
**Responsibilities:**
- Client Relationship Management - handle requests, resolve issues, research, and assist with all client requests
- Onboard new clients and establish accounts
- Prepare all client review meeting materials for advisors; handle all meeting follow-up action items
- Continuous business activity tracking
- Mutual fund, equity, ETF, and municipal bond trading in client accounts
- Prepare and process documents, new applications, checks, distribution, and maintenance forms
- Keep systems up-to-date with client information
- Educate clients on account services and technology capabilities
- Financial plan data entry and analysis
- Review work methods and procedures for continual quality improvements and efficiencies, and implement them when appropriate
- Prepare reports, data entry, maintain spreadsheets and logs
- Work closely with the senior operations specialists, and provide backup support to the team
**Qualifications:**
- Relevant industry experience or education
- College degree
- Ability to pass a criminal history and credit background check
- Proficiency with Microsoft Office tools (Excel, Outlook, Word, PowerPoint)
- Learning agility with software programs
**Salary Range:** $60,000 - $80,000 per year. We offer a competitive compensation package, including health insurance, retirement savings, and paid time off.
-
Financial Planning Analyst Position
16 hours ago
Tuscaloosa, Alabama, United States Canterbury Capital Wealth Management Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Analyst to join our team. In this role, you will provide business support for our Financial Advisors and manage client relationships.The ideal candidate will have excellent communication skills, a strong focus on accuracy, and the ability to prioritize multiple...
-
Financial Analyst
3 weeks ago
Tuscaloosa, Alabama, United States CUSA Full time**Job Overview:**CUSA is seeking a highly skilled Financial Analyst - Marriott Hotel to join our team. In this role, you will be responsible for ensuring the accuracy of guest accounts and managing revenue collections.The ideal candidate will have experience in night audit functions and simple accounting entry. A background in hotel operations and customer...
-
Business Performance Analyst
3 weeks ago
Tuscaloosa, Alabama, United States Novo Logistics Full timeJob OverviewNovo Logistics is a leading logistics company with a strong commitment to its team members, families, and the local community.The Business Analyst will be responsible for compiling data, generating reports, analyzing trends, making recommendations for improvement in efficiency/service levels, and creating presentations for the customer and/or...
-
Financial Services Representative
3 weeks ago
Tuscaloosa, Alabama, United States PlanRight Financial - Maddox Agency Full timeThe Maddox Agency at PlanRight Financial is looking for a skilled Life Insurance Sales Broker to join our team. As a Life Insurance Sales Broker, you will play a critical role in driving business growth and revenue for our organization. Our average first-year income for new life insurance agents is $75-95k, with no cap on earnings.This is an excellent...
-
Financial Services Representative
3 weeks ago
Tuscaloosa, Alabama, United States PlanRight Financial - Maddox Agency Full timeUnlock Your Potential in the Life Insurance Industry with PlanRight Financial - Maddox Agency. We provide an ideal starting point for driven professionals seeking a fulfilling career as a Life Insurance Sales Broker. By joining our dynamic team, you'll gain access to cutting-edge training programs and valuable networking opportunities.On average, new...
-
Business Development Officer McFarland
3 days ago
Tuscaloosa, Alabama, United States PNC Financial Services Group, Inc. Full timeCompany OverviewPNC Financial Services Group, Inc. is a leading financial institution committed to delivering exceptional customer experiences and fostering a culture of inclusivity and accessibility. Our diverse team of professionals is dedicated to providing innovative financial solutions that meet the evolving needs of our customers.Job DescriptionWe are...
-
Financial Services Representative
3 weeks ago
Tuscaloosa, Alabama, United States First Federal Bank Full timeJob OverviewAs a Financial Services Representative at First Federal Bank, you will be responsible for providing exceptional customer service and support across our three Tuscaloosa branch locations. This role requires flexibility, adaptability, and a commitment to upholding the high standards of service and professionalism that define our bank.Key...
-
Financial Analyst IV
3 days ago
Tuscaloosa, Alabama, United States University of Alabama Full timeAccounting Assistant IIIAt the University of Alabama, we are seeking a highly skilled Accounting Assistant III to join our team. This role is responsible for maintaining accurate financial records, providing accounting and bookkeeping support, and assisting university staff in understanding industry standards, current laws, and university policy as it...
-
Tuscaloosa, Alabama, United States Canterbury Capital Wealth Management Full time**Job Overview**Canterbury Capital Wealth Management is a leading provider of wealth management services. We are seeking an experienced Financial Services Business Analyst to join our team.As a key member of our operations team, you will be responsible for providing business support to our financial advisors, focusing on operational excellence and delivering...
-
Financial Business Developer
3 weeks ago
Tuscaloosa, Alabama, United States Globe Life AIL - Alta Willis Full timeOverview:About Globe Life AIL - Alta WillisGlobe Life AIL - Alta Willis has been providing life and supplemental health insurance coverage to protect hardworking Americans' financial futures.We prioritize giving back to our communities through volunteer and monetary contributions.Our passion for our products drives our growth, and our commitment to...
-
Financial Services Representative
1 month ago
Tuscaloosa, Alabama, United States Globe Life AIL - Alta Willis Full timeGlobe Life AIL - Alta Willis is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a representative, you will have the opportunity to grow your own business and provide protection and supplemental health insurance coverage to hardworking Americans.Estimated Salary: $60,000 - $80,000 per year (dependent on...
-
Post-Closing Review Analyst
20 hours ago
Tuscaloosa, Alabama, United States BankFirst Financial Services Full timeJob SummaryThe Loan Ops Representative will be responsible for conducting quality control post-loan closing reviews of consumer, commercial, real estate, agricultural, and government-guaranteed loans.You will review entity and organizational documentation to understand business structure and authorized signers, confirm collateral and supporting loan...
-
Commercial Loan Compliance Officer
4 weeks ago
Tuscaloosa, Alabama, United States BankFirst Financial Services Full timeJob Description: As a Commercial Loan Compliance Officer at BankFirst Financial Services, you will be responsible for ensuring that all commercial loan transactions comply with relevant laws, regulations, and company policies. This includes reviewing loan applications, conducting due diligence, and identifying potential risks.Key Responsibilities:* Conduct...
-
Loan Review Specialist
3 weeks ago
Tuscaloosa, Alabama, United States BankFirst Financial Services Full timeJob Title: Loan Review SpecialistAt BankFirst Financial Services, we are seeking a highly skilled Loan Review Specialist to join our team. In this role, you will be responsible for reviewing and auditing new and renewed loans to ensure compliance with company policies and regulatory requirements.Responsibilities:* Conduct quality control post-loan closing...
-
Financial Advisor Opportunity
3 weeks ago
Tuscaloosa, Alabama, United States PlanRight Financial - Maddox Agency Full timeWe are seeking ambitious individuals to become part of our dynamic team at PlanRight Financial - Maddox Agency. As a Life Insurance Sales Broker, you will have the chance to build a lucrative career in financial services. With our expert guidance and comprehensive training programs, you will be equipped to succeed and achieve your goals.The role involves...
-
Financial Services Professional
3 weeks ago
Tuscaloosa, Alabama, United States Brown Agency Full timeThe Brown Agency is seeking a highly skilled Financial Services Professional to join our team as a Life Insurance Agent.About the PositionThis is a fantastic opportunity to start your career in the financial services industry, working with a leading company that offers unparalleled support and resources.You will be responsible for selling life insurance...
-
Financial Services Operations Specialist
3 weeks ago
Tuscaloosa, Alabama, United States Canterbury Capital Wealth Management Full timeJob OverviewWe are seeking an experienced professional to provide operational support for our financial advisors in their growing practices.The ideal candidate will have a strong background in client relationship management and be able to handle requests, resolve issues, and assist with all client needs.Responsibilities:Client Relationship Management -...
-
Financial Service Representative
3 days ago
Tuscaloosa, Alabama, United States Alabama ONE Full timeJob SummaryThe Teller serves as the front-line ambassador for Alabama ONE Credit Union, delivering exceptional service to members. As a Cash Handling Professional, you will be responsible for conducting routine financial transactions, providing information and recommendations where necessary, and maintaining the highest standards of excellent service.
-
Healthcare Claims Analyst
2 weeks ago
Tuscaloosa, Alabama, United States Symmetrio Full timeWe are seeking a highly analytical Healthcare Claims Analyst to join our team at Symmetrio. The estimated salary for this position is $65,000-$85,000 per year.Job DescriptionThe Healthcare Claims Analyst will be responsible for analyzing and resolving claims-related issues, including denied or rejected claims, and developing strategies to improve claims...
-
Financial Service Representative
5 days ago
Tuscaloosa, Alabama, United States Alabama ONE Full timeCompany OverviewThe Alabama ONE Credit Union is a financial institution dedicated to providing exceptional service to its members. Our team of professionals is committed to making a positive impact in the lives of our customers.