Current jobs related to Service Specialist, Financial Solutions - Conshohocken, Pennsylvania - Marsh & McLennan Companies


  • Conshohocken, Pennsylvania, United States Bank of America Full time

    Job Description:At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we're looking to provide care and guidance for our clients when...


  • Conshohocken, Pennsylvania, United States Bank of America Full time

    Job DescriptionMerrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a key member of our team, you will be responsible for identifying client needs, developing relationships, and providing tailored investment advice to help clients achieve their objectives.Key ResponsibilitiesProvide...


  • Conshohocken, Pennsylvania, United States Bank of America Full time

    Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals helps clients pursue their financial goals through personalized advice and guidance.Key...


  • Conshohocken, Pennsylvania, United States Bank of America Full time

    Merrill Financial Solutions AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals help clients pursue their financial goals through personalized advice and...


  • Conshohocken, Pennsylvania, United States Innova Solutions Full time

    Job Title: Investment Accounting SpecialistWe are seeking an experienced Investment Accounting Specialist to join our team at Innova Solutions. As an Investment Accounting Specialist, you will be responsible for providing financial analysis and reporting to support business decisions.Key Responsibilities:Perform financial analysis and reporting to support...


  • Conshohocken, Pennsylvania, United States Innova Solutions Full time

    Job Title: Investment Accounting SpecialistWe are seeking an experienced Investment Accounting Specialist to join our team at Innova Solutions. As an Investment Accounting Specialist, you will be responsible for providing financial analysis and accounting support to our clients.Key Responsibilities:Provide financial analysis and accounting support to...


  • Conshohocken, Pennsylvania, United States Bank of America Full time

    Join Bank of America's Financial Solutions Advisor TeamAt Bank of America, we're committed to creating meaningful relationships with individuals and businesses across the country. Our Financial Solutions Advisors play a critical role in helping clients achieve their financial goals, and we're looking for talented individuals to join our team.About the RoleAs...


  • Conshohocken, Pennsylvania, United States Innova Solutions Full time

    Job Title: Senior Investment Accounting SpecialistAbout the Role:We are seeking a highly skilled Senior Investment Accounting Specialist to join our team at Innova Solutions. As a key member of our financial operations team, you will be responsible for providing expert-level support in investment accounting, including financial statement preparation, account...


  • Conshohocken, Pennsylvania, United States American Family Care Full time

    About UsAmerican Family Care, a pioneering force in convenient, patient-centric healthcare, is looking for a highly-motivated Bookkeeper to join their rapidly growing team.As a Financial Operations Specialist, you will be responsible for maintaining accounting records for multiple entities, recording day-to-day financial transactions, and preparing month-end...


  • Conshohocken, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a highly skilled Virtual Financial Advisor to join our Wealth Management division. As a key member of our team, you will be responsible for delivering personalized financial strategies to mass affluent clientele, growing client assets, and retaining and acquiring new clients through exceptional service and sales solutions.Key...


  • Conshohocken, Pennsylvania, United States Nature Conservatory Full time

    Finance and Operations Specialist RoleThe Finance and Operations Specialist provides critical financial and operational support to the Pennsylvania/Delaware business unit under the supervision of the Director of Finance and Operations.Key responsibilities include:Providing financial and operational support and reporting to project managers and...


  • Conshohocken, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a key member of our team, you will be responsible for delivering personalized financial strategies to mass affluent clientele.Key ResponsibilitiesProactively identify and sell a broad array of Investment and Insurance products to customersDeliver outstanding...


  • Conshohocken, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a skilled Financial Advisor to join our Wealth Management division. As a key member of our team, you will be responsible for delivering personalized financial strategies to mass affluent clientele.Key ResponsibilitiesProactively identify and sell a broad array of Investment and Insurance products to customersDeliver exceptional...


  • Conshohocken, Pennsylvania, United States Citizens Full time

    ### Job SummaryWe are seeking a talented Financial Advisor to join our Wealth Management division. As a key role within our organization, you will be responsible for delivering personalized financial strategies to mass affluent clientele.### Key Responsibilities* Proactively identify and sell a broad array of Investment and Insurance products to customers*...


  • Conshohocken, Pennsylvania, United States QUAD, a SolomonEdwards Company Full time

    Financial Operations SpecialistAt QUAD, a SolomonEdwards Company, we are seeking a highly skilled Financial Operations Specialist to join our team. The ideal candidate will possess 3 to 5 years of proven accounting experience, with a focus on public accounting for construction clients or a combination of public and construction industry accounting...


  • Conshohocken, Pennsylvania, United States J2 Solutions Full time

    J2 Solutions: Customer Support SpecialistWe are seeking a skilled Customer Support Specialist to join our team in Conshohocken, PA. This is a 6-month contract-to-hire role that requires strong customer relations and service skills.Key Responsibilities:Provide exceptional customer support via phone, email, and other communication channelsUtilize multiple...


  • Conshohocken, Pennsylvania, United States Citizens Full time

    Citizens Wealth Management is a leading provider of investment services, dedicated to expanding its market share in the regions it serves.We are seeking a skilled Financial Advisor who can proactively identify and sell a diverse range of Investment and Insurance products to customers.The Virtual Financial Advisor is a key role within our Wealth Management...


  • Conshohocken, Pennsylvania, United States LHH Recruitment Solutions Full time

    Job OpportunityLHH Recruitment Solutions is partnering with a leading Utility Construction Company in Conshohocken, Pennsylvania, to find a seasoned Controller to oversee all financial and accounting operations. The ideal candidate will have expertise in construction accounting, financial analysis, payroll, forecasting, accounts payable, accounts receivable,...

  • Solutions Expert

    4 weeks ago


    Conshohocken, Pennsylvania, United States Hamilton Lane Full time

    About the RoleHamilton Lane is seeking a highly skilled Solutions Consultant to join our team. As a Solutions Consultant, you will play a critical role in supporting our sales and customer success teams, providing expert knowledge on all aspects of Cobalt and our supporting services.Key ResponsibilitiesContribute as a product, service, and industry Subject...

  • Solutions Consultant

    2 weeks ago


    Conshohocken, Pennsylvania, United States Hamilton Lane Full time

    About the Role:Hamilton Lane is seeking a Solutions Consultant to support our sales and customer success teams in increasing revenue and client satisfaction. As a Solutions Consultant, you will serve as an expert on all aspects of Cobalt and its supporting services.Key Responsibilities:Contribute as a product, service, and industry Subject Matter...

Service Specialist, Financial Solutions

2 months ago


Conshohocken, Pennsylvania, United States Marsh & McLennan Companies Full time

**Key Responsibilities:**

As a Service Specialist, Spending Accounts at Marsh & McLennan Companies, you will be responsible for:

  • Performing daily operations with the Spending Account Inbox, including processing Benny letter transactions and assisting claims processors and client service representatives with daily repeatable processes.
  • Ensuring accurate claims processing and providing exceptional customer service to clients.
  • Collaborating with the claims processor, specialist, account team to resolve issues and improve processes.
  • Providing support to retail operations and contributing to the overall success of the team.

**Requirements:**

To succeed in this role, you will need:

  • Strong communication and problem-solving skills.
  • Ability to work accurately and efficiently in a fast-paced environment.
  • Excellent customer service skills and a commitment to delivering high-quality results.

**What We Offer:**

As a Service Specialist, Spending Accounts at Marsh & McLennan Companies, you will have the opportunity to work with a dynamic team and contribute to the success of our organization. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.