Financial Services Transition Coordinator
4 days ago
Collabera is seeking a highly skilled Financial Services Transition Coordinator to join their team. This individual will be responsible for transitioning financial advisor accounts to internal systems, requiring strong analytical skills and attention to detail.
In this role, you will participate in 2-3 weeks of training before being sent on transitions, meeting face-to-face with external firm Financial Advisors and partners to transfer customer accounts. First impressions and confidence are crucial for success in this position.
The ideal candidate will possess excellent communication and interpersonal skills, with the ability to work independently and as part of a team. They should also be able to adapt to new situations and prioritize tasks effectively.
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Financial Services Coordinator
6 days ago
St Louis, Missouri, United States CAR Financial Full timeAbout the PositionCAR Financial Services is a national company and industry-leading provider of financial services for independent auto dealers.Job Summary: We are looking for a highly motivated Financial Services Coordinator to support our team in St. Louis, MO.Responsibilities:Providing exceptional customer service to resolve billing issues, answer service...
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Financial Services Transition Expert
4 days ago
St Louis, Missouri, United States Collabera Full timeJob DescriptionWe are looking for a highly skilled Transition Specialist to join our team at Collabera. In this role, you will be responsible for meeting with external firm Financial Advisors and partners to transfer customer accounts to our internal systems. This is a challenging and rewarding opportunity to develop your career in financial services and...
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Financial Services Coordinator
1 day ago
St Louis, Missouri, United States LAC COURTE OREILLES FINANCIAL SERVICES Full timeAbout UsLac Courte Oreilles Financial Services is a leading financial institution that provides a range of financial services to individuals and businesses. We are committed to delivering exceptional customer service and building long-term relationships with our clients.Our team is dedicated to helping our customers achieve their financial goals, whether...
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Healthcare Transition Coordinator
4 weeks ago
St Louis, Missouri, United States Mercy Full timeAbout the RoleWe are seeking a skilled Healthcare Transition Coordinator to join our team. As a key member of our Care Management team, you will play a vital role in ensuring seamless patient care and successful transitions from admission to discharge.ResponsibilitiesFacilitate effective transition planning and length of stay oversightCollaborate with...
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Financial Service Coordinator
2 weeks ago
St Louis, Missouri, United States Lac Courte Oreilles Financial Services Full timeAbout the Job:Lac Courte Oreilles Financial Services is looking for a reliable Loan Processor to perform loan approvals. As a Loan Processor, you will play a vital role in facilitating loan approvals while maintaining our organization's reputation.Responsibilities:Review loan applications and evaluate eligibilityCommunicate with customers to clarify loan...
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Career Transition Coordinator
6 days ago
St Louis, Missouri, United States Collabera Full timeJob OverviewThis is a unique opportunity to join Collabera as a Transition Specialist, where you will play a critical role in running field transitions for external firm Financial Advisors. The position involves meeting with these advisors and partners to transfer customer accounts to our internal systems.The ideal candidate will have excellent analytical...
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Financial Services Expert
2 days ago
St Louis, Missouri, United States DJS FINANCIAL SERVICES LLC Full timeAbout DJS Financial Services LLCDJS Financial Services LLC is a leading provider of financial expertise, serving clients with integrity and dedication.
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Financial Services Coordinator
1 day ago
St Louis, Missouri, United States LAC COURTE OREILLES FINANCIAL SERVICES Full timeEstimated Salary: $45,000 - $60,000 per yearThe successful candidate will have excellent communication skills, attention to detail, and the ability to work effectively in a fast-paced environment.
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Financial Services Liaison
4 days ago
St Louis, Missouri, United States Collabera Full timeAbout the PositionWe are seeking a highly skilled Transition Specialist to join our team as a Financial Services Liaison. This role offers an excellent opportunity for career growth and development, with the potential to advance to more senior positions within the company.As a key member of our Securities Operations department, you will be responsible for...
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Transition Consultant
6 days ago
St Louis, Missouri, United States Collabera Full timeAbout the RoleWe are seeking a skilled Transition Specialist to join our team as a Financial Services Liaison. As a key member of our Securities Operations department, you will be responsible for facilitating transitions between external firms and our internal systems.The ideal candidate will possess excellent analytical skills, attention to detail, and the...
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Financial Services Support Specialist
1 day ago
St Louis, Missouri, United States Stifel Financial Full timeAs a Client Service Associate at Stifel Financial, you will play a vital role in supporting our financial advisors and providing exceptional service to our clients. With a salary range of $55,000 to $75,000 per year, this opportunity offers a competitive compensation package and the chance to grow your career in a dynamic industry.Your primary...
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Financial Services Specialist
6 days ago
St Louis, Missouri, United States CAR Financial Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Financial Services Specialist to join our team in St. Louis, MO.The successful candidate will be responsible for interacting with customers who are past due, answering billing inquiries, and resolving disputes.As a key member of our team, you will also perform data entry, maintain open...
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Financial Services Support Specialist
4 weeks ago
St Louis, Missouri, United States CAR Financial Full timeJob SummaryWe are seeking a highly motivated and organized individual to support our financial services operations. The successful candidate will possess excellent communication skills, a strong work ethic, and the ability to work independently with minimal supervision.
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Financial Services Coordinator
1 day ago
St Louis, Missouri, United States RFG Advisory Full time**About the Role**We are seeking a highly organized and detail-oriented Client Service Associate to join our team at RFG Advisory. This is a fantastic opportunity for someone who is passionate about delivering exceptional client service and wants to be part of a dynamic and innovative company.RFG Advisory is a leading wealth-management firm that is committed...
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Financial Services Coordinator
21 hours ago
St Louis, Missouri, United States RFG Advisory Full timeClient Service RoleAt RFG Advisory, we value our clients and strive to provide personalized support and guidance. Our team is dedicated to helping independent financial advisors create a refined client experience and unleash their growth potential. As a Client Service Associate, you will play a vital role in delivering comprehensive operational support and...
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Financial Services Coordinator
3 weeks ago
St Louis, Missouri, United States Precision Wealth Strategies Full timeAbout Precision Wealth StrategiesPrecision Wealth Strategies is a rapidly growing boutique wealth management firm, serving clients across the nation.We provide financial advising, planning, and consulting services to individuals, families, and businesses. Our refined process empowers clients to achieve their goals with confidence.
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Medical Office Coordinator
3 weeks ago
St Louis, Missouri, United States Mercy Full timeJob DescriptionThe Clinic Scheduler/Insurance Specialist is a key member of our patient financial services team, responsible for multiple facets of patient account management. This includes patient benefit assessment, insurance verification, pre-certification, pre-authorizations, and referrals management.This role also coordinates all aspects of surgery...
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Guest Services Coordinator
20 hours ago
St Louis, Missouri, United States Red Lobster Full timeGuest Services CoordinatorWe are seeking a highly skilled Guest Services Coordinator to join our team at Red Lobster. In this role, you will be responsible for coordinating exceptional guest experiences from start to finish.Main Responsibilities:Coordinate the welcoming of guests and communicate accurate wait times and reservation informationDeliver...
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Care Transition Manager
24 hours ago
St Louis, Missouri, United States Titan Placement Group Full timeJob SummaryTitan Placement Group is seeking experienced Hospice Registered Nurses (RNs) to join our team as Care Transition Managers. In this role, you will be responsible for ensuring a smooth transition of care from hospital to home or other healthcare settings.**Responsibilities:**Collaborate with interdisciplinary teams to develop comprehensive care...
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Financial Transaction Coordinator
3 weeks ago
St Louis, Missouri, United States Crescent Hotels and Resorts Full timeOverviewWe are seeking a detail-oriented and organized Financial Transaction Coordinator to join our team at Le Meridien St Louis Clayton. In this role, you will be responsible for verifying and reconciling all financial transactions in the hotel on a daily basis.Key Responsibilities:Post and balance all charges and settlements in a timely and efficient...