331 Banking jobs

Job Description Overview Are you looking for a great place to work and grow your career? Come join our Fisher Investments Fulfillment team and support our rapidly growing global investment firm. Fulfillment Associates will be responsible for fulfillment marketing, office supply requests, maintaining client files, shipping and receiving functions and hospitality functions.The Opportunity:As a Fulfillment Associate, you will oversee a range of responsibilities differing daily. Reporting to a Team Leader, you will handle office supply requests, shipping and receiving, maintaining client file, different hospitality functions, and more.The Day-to-Day:Data entry of prospect and client informationMonitor office supply inventorySort and distribute incoming mail and packagesProcess UPS, DHL and FedEx shipmentsHelp with office moves, mounting equipment and cleaningPrepare marketing kits for prospective clientsYour Qualifications:Proficient in desktop PC's, printers and scannersExperience with...

Job Description Overview The Opportunity: Fisher Investments is looking for a Sales Operations Associate to join our 401(k) Solutions Team. Fisher Investments 401(k) Solutions is dedicated to bringing superior retirement plan services to small and mid-sized businesses and their employees. The sales operations team provides insights to the sales department and works to improve engagement between sales and prospective clients.As our 401(k) Solutions Sales Associate, you will support the systems, process, and internal client interactions that improve sales success. You will help ensure our clients have a positive experience and our sales team is effectively approaching the market. You will report directly to your manager who will aid in your development.The Day-to-Day: Partner with team members and internal clients to prioritize, and close sales ops requests.Oversee and handle all sales people requests and improve sales team relationships.Coordinate with revenue operations to design...

Purpose of Job We are currently seeking a talented Business Risk and Controls Advisor I (BRCA I) within the Life Company. This role will be working from either the San Antonio, Colorado Springs, Phoenix or Tampa Campus with a Hybrid work schedule. The Business Risk and Control team is responsible for execution of the annual Risk Control Self-Assessment and Risk Assessment Programs for Life Company and Investments Services Company. In addition, the team is responsible for executing the enterprise Risk Inventory Program. Finally, the team is responsible for working with business partners to document their process risk and control inventory (PRCI) which is the foundation for the aforementioned programs. Positioned in the first line of defense to ensure the overall effectiveness of risk and compliance management programs, first line of defense risk analytics and operations in the business. This role will partner and collaborate with Compliance and Risk Management, as well as Business...

Job Description Overview As a Content Support Associate, you'll help drive our global sales and service efforts by preparing all marketing materials produced by the Institutional Group. The materials can range from a finals presentation highlighting our investment process, strategies and market outlook to a portfolio review for an existing client. Reporting to your Team Leader, you will have to opportunity to get involved with creative development and hands-on tasks which further our efforts around the globe and accommodate regional/cultural differences of global clientele.The Day-to-Day:Effectively manage the complexities of servicing a global clientele that includes multiple subsidiaries, currencies and strategiesMaintain current marketing materials, including product performance and characteristics across numerous Institutional strategiesWork directly with Sales and Service Relationship Managers, Research, Investment Policy Committee members and executive management to develop...

Purpose of Job We are seeking a talented Business Risk and Controls Advisor Senior for our San Antonio facility. This person may also work remotely in a 100% Remote Work Environment. Positioned in the first line of defense to ensure the overall effectiveness of risk and compliance management programs, risk analytics and operations in the business. This role will partner and collaborate with Compliance and Risk Management, as well as Business Operations, IT, Audit Services, and Regulators to support risk and compliance-based initiatives. Responsible for supporting business leader adherence to the established risk framework and ongoing supervision of business controls including risk and control self-assessments, identification and evaluation of control effectiveness, identifying control failures, facilitating risk and compliance remediation, internal and external audits and regulatory exams, and monitoring of the first line of defense to minimize risk exposures and strengthen the...

Job Description Overview As a Content Support Associate, you'll help drive our global sales and service efforts by preparing all marketing materials produced by the Institutional Group. The materials can range from a finals presentation highlighting our investment process, strategies and market outlook to a portfolio review for an existing client. Reporting to your Team Leader, you will have to opportunity to get involved with creative development and hands-on tasks which further our efforts around the globe and accommodate regional/cultural differences of global clientele.The Day-to-Day:Effectively manage the complexities of servicing a global clientele that includes multiple subsidiaries, currencies and strategiesMaintain current marketing materials, including product performance and characteristics across numerous Institutional strategiesWork directly with Sales and Service Relationship Managers, Research, Investment Policy Committee members and executive management to develop...

Job Description Overview If you have a startup mentality and would enjoy improving the retirement options of small businesses nationwide, this opportunity at Fisher Investments could be the role for you! You don't need 401(k) experience to be successful, we have all the resources to train you to be an expert. You'll report directly to your manager who will aid in your career development.The retirement plan space can be a complex and confusing market for small businesses and their employees to navigate our mission is to work with small businesses to better their employee retirement plan needs.The Day-to-Day: You will help and guide participants with any ongoing service needs, educating them to make the most informed decision on their path to retirementYou will help business owners and Plan Administrators navigate their role in supporting plan participants on their path to retirementAs the group continues to grow, you will lead side projects and help with creating efficiencies within...

Purpose of Job We are currently seeking an Audit Manager in San Antonio, TX, Phoenix, AZ, Plano, TX, Tampa, FL, Charlotte, NC or 100% remote work environment. Remote work is available for candidates who do not live in a location where USAA has a physical office. If on location: USAA values a culture that is highly collaborative, and we have found that a hybrid work type helps employees gain the best of both worlds - collaborating in-person in the office and working from home when needed to achieve focused results. The actual days onsite are decided between each employee and the employee's manager. If remote: Occasional travel will be required to USAA facility for training and/or meetings Leads and performs complex audit engagements throughout the audit lifecycle, to include understanding of horizontal and vertical business impacts, integrating audits with IT, analytics, and projects and reviewing work papers. May lead engagements as Auditor-In-Charge (AIC). Maintains knowledge...

Job Description Overview Are you looking to create a lasting impression in a company with endless opportunity to grow? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments Financial Planning Team.The Opportunity:As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify tangible next steps in fulfilling their planning goals. While you will not provide legal advice, you will work directly with our existing clients to evaluate different documents and financial accounts. Reporting to the Estate and Trust Manager, you will identify any gaps or risks that would prevent them from achieving their goals. At the end of the day you will make a difference in our clients' lives.Day-to-Day:Work directly with our current client base to collect information and organize records needed...

Job Description Overview Are you looking to create a lasting impression in a company with endless opportunity to grow? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments Financial Planning Team.The Opportunity:As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify tangible next steps in fulfilling their planning goals. While you will not provide legal advice, you will work directly with our existing clients to evaluate different documents and financial accounts. Reporting to the Estate and Trust Manager, you will identify any gaps or risks that would prevent them from achieving their goals. At the end of the day you will make a difference in our clients' lives.Day-to-Day:Work directly with our current client base to collect information and organize records needed...

ImOn Communications is the LOCAL choice for cable TV, high-speed Internet and phone service. We value the relationships we have with colleagues, customers, and members of our community and look forward to serving the Cedar Rapids - Iowa City Corridor for many years to come. As we expand our service availability we are looking for a Customer Relationship Advocate to be a part of the ImOn Difference! Our employees share a passion for "Creating Connections One Person at a Time" and fostering a fun and rewarding work environment. The Customer Relationship Advocate provides complete technical support through our customer care contact center, for both current and potential cable television, high-speed data (HSD), and phone customers. This position requires teamwork and the ability to achieve customer satisfaction along with meeting department and company goals. Job Responsibilities: Assist customers with general service inquiries, account changes, billing...

UnitedHealthcare is a company that's on the rise. We're expanding in multiple directions, across borders and, most of all, in the way we think. Here, innovation isn't about another gadget, it's about transforming the health care industry. Ready to make a difference? Make yourself at home with us and start doing your life's best work.(sm) It's a big step forward when you realize that you've earned the trust to lead a team. Now, let's determine just how big that step can be. Take on this managerial role with UnitedHealth Group and you'll be part of a team that's reshaping how provider networks evolve and how health care works better for millions. As a manager within our network contracting team, you'll guide the development and support of Provider Networks as well as unit cost management activities through financial and network pricing modeling, analysis, and reporting. As you do, you'll discover the impact you want and the resources, backing and opportunities that you'd expect...

Position Description: POSITION PURPOSE The Asset Protection Specialist is primarily responsible for preventing financial loss caused by theft and fraud and supporting safety and environmental program compliance in their assigned store/multiple stores. They utilize tools to minimize loss to the Company, including but not limited to identifying incidents of theft and fraud, reviewing CCTV and exception reports, monitoring the store's physical security, auditing the Electronic Article Surveillance and driving a "shrink elimination" culture in the store. Other responsibilities include preparing accurate and detailed case reports documenting your apprehensions and recoveries, preserving evidence, interacting with law enforcement, and testifying in criminal and civil court actions. The Asset Protection Specialist must report any hazardous or unsafe condition to the Manager on Duty and carry out job responsibilities in a manner that minimizes the risk of injury to...

Purpose of Job We are currently seeking a talented Business Risk and Controls Advisor I (BRCA I) within the Life Company. This role will be working from either the San Antonio, Colorado Springs, Phoenix or Tampa Campus with a Hybrid work schedule. The Business Risk and Control team is responsible for execution of the annual Risk Control Self-Assessment and Risk Assessment Programs for Life Company and Investments Services Company. In addition, the team is responsible for executing the enterprise Risk Inventory Program. Finally, the team is responsible for working with business partners to document their process risk and control inventory (PRCI) which is the foundation for the aforementioned programs. Positioned in the first line of defense to ensure the overall effectiveness of risk and compliance management programs, first line of defense risk analytics and operations in the business. This role will partner and collaborate with Compliance and Risk Management, as well as Business...