4,981 Intermediaries jobs in the United States

Job Description We are seeking a skilled professional to join our team as a Financial Services Representative. As a key member of our operations, you will be responsible for collecting past due payments and negotiating payment plans with customers while maintaining positive relationships. Your primary focus will be on making inbound and outbound contact with customers regarding past-due balances, educating them on their loan options, and building long-term solutions to help them maintain the quality of their loan. You will work closely with the Loan Servicing team to ensure that all customer accounts are accurately notated and up-to-date. Your ability to navigate multiple systems, process payments, and analyze customer accounts will be essential in this role. In addition to your technical skills, you must possess excellent communication and negotiation skills to effectively interact with customers and provide them with personalized support. This is an exciting opportunity to join a dynamic team and make a meaningful impact in the lives of our customers. Required Skills and Qualifications To be successful in this role, you must have: High School Diploma or equivalent At least 2 years of experience in collections, financial services, or phone-based sales Contact center experience in the financial services industry preferred Ability to pass a background check and drug test Benefits We offer a comprehensive benefits package that includes: Medical, dental, and vision insurance 401(K) plan with company match Company-paid life insurance policy Short- and long-term disability coverage Tuition reimbursement Wellness program We are committed to creating a positive and supportive work environment where our employees can grow and thrive. Some of the benefits of working with us include: A competitive salary and bonus structure Ongoing training and development opportunities A collaborative and dynamic team environment A commitment to diversity, equity, and inclusion We are an Equal Opportunity Employer and welcome applications from qualified candidates who share our values and are passionate about delivering exceptional service to our customers.

Financial Services Associate

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX

This is a true 3 month contract that starts on December 2nd

The Role

The Financial Services Associate, as part of Fidelity's Workplace Investing organization, is responsible for working with Fidelity's retirement plan sponsors to assure that all necessary information is supplied in an accurate and timely manner to complete their Nondiscrimination testing and Forms 5500/8955-SSA. The representative will be responsible for handling inbound telephone calls via the Testing & Reporting Services Helpline which typically involves assisting plan sponsors with completing their online testing questionnaires, uploading their census data and answering general questions about the Testing and Forms 5500/8955-SSA processes.

The representative will have strong professional and client interaction skills. Efficiency and accuracy are essential to ensuring completion of all incoming business under an extremely tight deadline.

The Expertise and Skills You Bring

Bachelor's degree or equivalent work experience preferred.
One to two years of customer service experience, preferably in the financial services / benefits industry, or experience with defined contributions.
Personal computer proficiency required: Windows Office and web-based applications experience preferred.
Outstanding organization, multi-tasking and time management skills
Detail, process and goal-oriented
Phenomenal client communication skills, especially by phone
Strong computer skills with an emphasis on Microsoft Excel
General knowledge of 401k industry a plus but not required
Dynamic Working

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

• Guide customers toward upward credit mobility through good financial choices.
• Provide top-tier customer service, assisting customers with questions, concerns, and products.
• Process and prepare loan applications.
• Take and process payments.
• Prepare loan documents and execute loan closing on current renewal loans.
• Balance assigned cash drawer daily.
• Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
• Maintain strong customer relationships and build community within your branch.
• Other duties include but are not limited to:
  • Call approved and unmade applications to close loans daily.
  • Help build tax clientele and provide tax services.
  • Send complete and accurate credit denial letters within 30 days from the date of application.
  • Pay branch expenses as instructed by Branch Manager.

• Must be able to demonstrate self-confidence and organizational skills.
• A history of choosing kindness, showing compassion, and helping others.
• The willingness to seek quality-driven solutions and embrace new ideas.
• Absolute team player - pitching in when needed and accepting help, too.
• To perform this job successfully, an employee must have basic computer skills.
• A valid driver's license & access to a dependable vehicle.

• We hire from within: we want to see you grow and climb in this company.
  • Each year, we promote 80% of Financial Services Reps to management.
  • 75% of World's Operations Executives moved up from a similar role.
• We pay you to give back: employees get paid volunteer hours each year.
• Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
• Paid holidays, vacation time, and a 401(k) plan (including company match).
• Be part of a team with clear values, strong community, and a sense of belonging.
• We'll get you home for dinner: your life outside of work is priority #1
• You'll make a positive impact on the lives of the customers you serve.

• Represent clients in litigation proceedings (inception through case completion)
• Draft, review, and negotiate legal documents
• Conduct thorough legal research and case analysis
• Prepare for trials and hearings, including evidence presentation
• Manage case files and ensure compliance with legal procedures
• Advise clients on regulatory issues and risk management strategies
• Engage in alternative dispute resolution processes when applicable
• Collaborate with other legal professionals to develop case strategies
• Assist in document review and case management tasks

• Jurisdictional admission to practice law
• J.D. from an accredited law school
• Minimum of 5 years of experience in financial services litigation
• Strong understanding of financial regulations and compliance issues (FCBA, AML, TCPA, EFTA, FDCPA, AML, etc.)
• Proficiency in legal writing and trial preparation
• Excellent negotiation skills and client representation experience
• Ability to manage multiple cases and meet deadlines
• Familiarity with arbitration and alternative dispute resolution processes
• Strong analytical skills and attention to detail

• $175K-$250k (Depending on experience)
• Vacation/PTO
• Medical Coverage (PPO & HDHP)
• Dental Coverage
• Vision Coverage
• 401k + Profit share
• Bonus- Based on position, performance, company performance

Founded in 1921, Straub Benioff Medical Center includes a 159-bed hospital in Honolulu, a network of neighborhood clinics and a visiting specialist program that reaches throughout the state of Hawai'i. With over 200 physicians who are leaders in their fields, Straub provides its patients with diagnoses and treatments for more than 32 different medical specialties, including bone and joint, heart, cancer, endocrinology/diabetes, family medicine, gastroenterology, geriatric medicine, internal medicine, vascular and urology. Straub is home to the Pacific Region's only multidisciplinary burn treatment center. The hospital consistently brings new technologies and innovative medical practices to Hawai'i, such as minimally invasive cardiac surgery and total joint replacement. Our Financial Services department is dedicated to ensuring that patients can receive the highest quality health care available, given a diversity of abilities to pay. Financial assistance is available for those individuals who are uninsured or underinsured or who are experiencing financial hardship, because we believe that a person's inability to pay should not prevent them from receiving necessary health care. Our team of professionals helps to coordinate patient financial responsibilities from pre-admission through discharge, including the identification and organization of financial resources required to cover estimated charges not covered by health plan, insurance or other sources. If you have friendly people skills and accurate organizational ability, you could be a valuable part of our Central Cashiers team. The Cashier collects and processes monies for the Points of Service, patients' accounts and other miscellaneous payments; initiates revenue reports for the Points of Service, Pharmacy and Cashiers departments; and maintains exceptional fiscal organization and reporting. We are looking for someone diligent and helpful who pays strong attention to detail, can work effectively with minimal supervision and shares our commitment to delivering the highest quality health care to Hawai'i's people. Location: Straub Benioff Medical Center

Work Schedule: Day - 8 Hours

Work Type: Full Time Regular

FTE: 1.000

Bargaining Unit: Non-Bargaining

Exempt: No

Minimum Qualifications: High school or equivalent.

Preferred Qualifications: Previous cashiering experience.

Hawai'i Pacific Health offers a comprehensive and competitive total rewards package that includes pay and benefits. Rate of pay for selected candidates will be determined by various factors including knowledge, skills, abilities, relevant experience and training, as well as internal peer equity.

Accountant-Financial Services page is loaded

Welcome to Montage Healths application process!

Job Description:

Under the leadership of the Controller, the Accountant performs all accounting duties including account reconciliations, journal entries, account analysis, banking functions, asset and/or activity accounting for Aspire Health Plan. This individual is responsible for the preparation of financial statements with associated detailed analysis. Assists in financial activities including creation of banking relationships, accounting design/structure and related activities with contracted entities. Works with operational leadership to develop the annual budget. Takes lead role in tax and audit functions for entity. Also responsible for designated regulatory reporting that is financial in nature. Works closely with the Aspire Senior Financial Analyst and Aspire Compliance Officer to ensure financial regulatory requirements are met. Additional duties within Financial Services may be assigned as time allows.

Experience

A minimum of two (2) years of relevant accounting experience (in terms of size & scope). Experience at reading, interpreting and implementing accounting guidance required. Strong computer skills and system management experience. Proven ability to manage multiple priorities, show an attention to detail and meet stringent deadlines.

Education

A Bachelors degree in Accounting is required.

Equal Opportunity Employer

Salary Range (based on years of applicable experience)

$79,227 to $05,995

#LI-RL1

Assigned Work Hours:

Full-time (exempt)

Position Type:

Pay Range (based on years of applicable experience):

to

Montage Health, a nonprofit company, is a collection a montage of entities designed to keep people healthy and connected. Preventive, restorative, palliative, and coordinated care. Many parts operating with a single, shared vision.

Join to apply for the Accountant - Financial Services role at A Hiring Company

Henry Ford College presents an opportunity for an Accountant.

The HFC Grant accountant role is responsible for accounting control over the College (Ellucian) and Foundation (Blackbaud) financial systems. The accountant ensures all financial records are accurate and follow GAAP (Generally Accepted Accounting Principles). Responsibilities include managing the full accounting cycle, preparing and examining financial records, identifying risks, and preparing worksheets and journals for audits. This posting is for one of four accountants reporting to the Director of Financial Accounting.

Hours: 40 hours/week, generally 8:00 a.m. to 4:30 p.m. M-F. Some evenings and weekends may be required. Hybrid work arrangements may be available, as determined by the division Vice President. Schedule changes will be finalized at hire and may vary based on departmental needs and College operations.

• Bachelor's degree in accounting or business administration with a major in accounting from a regionally accredited institution, or equivalent education and experience.
• Seven (7) years experience in public or private sector accounting.
• In-depth knowledge of finance/accounting processes, reporting systems, and management information technology, including proficiency with business software.
• High professional integrity, collaborative management style, and ability to foster a positive work environment.
• Excellent interpersonal, communication, and technological skills, with a willingness to learn new systems.
• Ability to work effectively in a multicultural environment and with community college stakeholders.

• Customer Service: Ability to assess needs, provide assistance, and ensure quality service.
• Building Cooperative Teams: Fostering trust and collaboration among team members.
• Flexibility: Adaptability to changing conditions and information.

• Knowledge of College/Foundation policies and procedures.
• Experience with Ellucian Colleague and Blackbaud systems.
• Experience with federal and grant reporting requirements.

• Principles of financial management, problem-solving, internal controls, and accounting operations.
• Attention to detail, dependability, self-management, and punctuality.

• Manage grant, sponsor, and project financial activities, including reporting, reconciliation, and compliance.
• Oversee Third Party Purchasing Card and ePayable programs.
• Manage Foundation financial activities, including journal entries, deposits, and project setup.
• Handle Accounts Receivable, cash management, and financial statement preparation.

Compensation: $49,020 - $60,214 annually

• Seniority Level: Entry level
• Employment Type: Full-time
• Job Function: Accounting/Auditing and Finance
• Industry: Business Content

This job posting is active. Apply now to join our team.