Financial Specialist Salary at Jc Penney Corporation Inc BETA

Financial Services Professional - Hybrid Experience Location: Dallas, TX, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider joining our team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. We provide career development from management opportunities to enhancing your career and becoming a Financial Representative, specializing in aiding clients in Wealth Management. Your growth is our success. Uncover your earning potential, build a workday around your lifestyle,

The surveillance analyst position works directly with the Senior Analyst team leader. The role will include post-trade reviews on financial products to identify potential risks and violations of broker-dealer policies. This role will also include the identification of trends and patterns of the advisor’s trading behavior to mitigate undue risk to the firm. What you will do: • Complete monthly product reviews accurately and in a timely manner. • Review advisor trades to detect violations of Broker-Dealer policies. • Identify trends and patterns of the advisor’s trading behavior. • Upload completed and final reviews to the imaging system. • Continue to gain industry and product knowledge by attending conferences and webinars. • Assist in responding to inquiries from Compliance/Supervision. • Assist with additional projects. What you need to have: • Must have 1-2 years of experience in Compliance, Surveillance and/or Supervision. • Must be proficient in Excel. • Must have strong analytica

The Service Escalation Specialist will be a single point of contact for Service and Operations escalations for their assigned Regional Growth Teams. This is a hybrid role, 2 days weekly in office. Candidates must be located near an office hub: El Segundo, CA | San Deigo, CA | Dallas, TX | Des Moines, IA | St Cloud, MN | St Paul, MN | Schaumburg, IL. Core Responsibilities: Service & Operations Esclation Processing: The Service Escalation Specialist will be a single point of contact for STTO related escalations for the Regional Growth Teams. Capture feedback for Service Journey Continuous Improvement. Proactive review of cases for their assigned Regional Growth Team to pre-empt escalations. Thorough review of escalated cases, taking ownership and driving to resolution. Scope of support includes, but is not limited to: AdviceWorks Support NIGO and operations issues Expedition of processing Complex service needs ABR and Operations Handle complex case resolution according to stated service

Job Type Full-time Description Serve our members. Develop yourself and your team. Help us be the best credit union in Texas! We're Texans Credit Union - a $2.4 billion financial institution that is member-owned and operated in the Dallas metro area. We are looking for people who love helping others and want to make a difference! We're currently seeking a FINANCIAL SERVICES REPRESENTATIVE to join Team Texans at our McDermott Dr. branch in Allen, TX! POSITION OVERVIEW: In the FINANCIAL SERVICES REPRESENTATIVE role, you have the opportunity to earn monthly incentives as the primary sales contact within your branch. You serve as a liaison between the member and the credit union - each day you work with members to determine their financial needs, process consumer and real estate loans, and open and service accounts. JOB EXPECTATIONS: Act as the primary sales leader within the branch: originate, process, close, and disburse loans; open new accounts and service existing members. Obtain expert

The Hight Net Worth Case Manager will be responsible for fielding high-net worth opportunities from outside advisors broadly, and serving as a project manager during the sales process with the prospective client and their advisor. The Case Manager will liaise between the advisor and their respective client, and the multiple groups within Cetera that could help facilitate the onboarding of the prospect into the Cetera ecosystem. This is a hybrid role, 2 days weekly in office. Candidates must be located near an office hub. Responsibilities: Liaise between advisors and high-net worth solutions team to project manage incoming opportunities Communicate with advisors to understand the nature of the opportunity, and the products/services likely needed by the prospective client Inform high-net worth solutions team as to the opportunities’ status, and action plan Perform periodic outreach to Growth Managers to see if there are high-net worth opportunities to pursue Assist high-net worth team in

Since 1996, Always Best Care has helped thousands of families with non-medical in-home care and assisted living referral services. Our passion for helping people maintain a safe, independent and dignified lifestyle represents the strong foundation of Always Best Care. Every client receives extraordinary care in an inspiring environment with caring and compassionate people. We also are a company that puts our employees first and honor their passion, work and dedication. Our vision is to work as a united TEAM providing the best senior care in the world and the most loving and consistent care anywhere. Position Title: Payroll / Billing Specialist Reports To: Operations Manager and Owner General Description: The Accounts/Billing Specialist prepares and maintains the financial records of the Agency and performs related financial bookkeeping tasks. He/she prepares and maintains client insurance records, files insurance claims and manages accounts receivables. Major Responsibilities: 1. Maint

Orion Innovation is a premier, award-winning, global business and technology services firm. Orion delivers game-changing business transformation and product development rooted in digital strategy, experience design, and engineering, with a unique combination of agility, scale, and maturity. We work with a wide range of clients across many industries including financial services, professional services, telecommunications and media, consumer products, automotive, industrial automation, professional sports and entertainment, life sciences, ecommerce, and education. About the project: Building new generation teller applications for use in the banking sector. Teller is a very critical and heavily used application. Building the next gen apps involves building new user experiences; bank end integrations with multiple cores and ancillary applications for providing a modern, user-friendly and seamless user experience. Required: Minimum of 5 years of experience in the technology field is require

As the Senior Manager of Service reporting directly to the Managing Director, you will be a dynamic leader with direct reports, demonstrating exceptional drive, intelligence, and capability. This role requires a highly motivated individual with the ability to make a significant impact across the service organization. Your primary responsibility will be to lead and manage multiple service teams and service officers that are aligned to foster advisor relationships within their respective communities as well deploying relevant, accurate policy and procedures, employee coaching programs and quality initiatives that enhance the effectiveness of advisor and client facing teams. The Senior Manager of Service plays a critical role as a partner to our Elite financial professionals. This position requires a self-motivated individual with critical-thinking skills, the ability to work in a fast-paced, evolving, high-volume team-driven environment, and demonstrate excellent customer service skills.