Senior Executive, Cash Applications and Reconciliations
EXL
Manage cash applications, lockboxes, and reconciliations for an accounting and finance operation. Investigate unapplied cash and resolve billing items with onshore partners.
Ашу
Bank of America — банк ісі, қаржы және финтех салаларында қызмет көрсететін жаһандық қаржы ұйымы. Оның қызметтеріне жеке банкинг, шағын бизнеске қолдау көрсету, активтерді басқару, инвестициялық қызметтер және жеке тұлғаларға, кәсіпорындар мен ұйымдарға капитал нарықтарына қол жеткізу мүмкіндігі кіреді. Компания сондай-ақ тұрақты қаржыландыру, әртүрлілікті қолдау бастамалары және қоғамды дамыту бағдарламалары арқылы жауапты өсуге назар аударады.
Financial Solutions Advisor – South Houston, TX
Advise South Houston clients on personalized banking and investment strategies that support their financial goals. Build financial plans, recommend suitable products, and strengthen client relationships as a Bank of America advisor.
Сипаттама
- Deliver tailored financial guidance and solutions to clients
- Review and prioritize incoming leads and service requests
- Connect clients with internal partners according to their needs and asset levels
- Meet with clients to understand their investment and financial objectives
- Create financial plans using brokerage, banking, and managed-money products, including stocks, bonds, mutual funds, and annuities
- Recommend banking and investment approaches that reflect each client’s goals and circumstances
- Manage operational and client-related risks in daily work
- Develop prospective client relationships through referrals and financial center outreach
- Support referral partners through coaching and constructive feedback
- Complete all required training and licensing requirements
- Obtain and maintain registration under the SAFE Act
- Train at a designated financial center and, if needed, begin in a phone-based role until a reasonably commutable center is identified
Талаптар
- Hold Series 7 and Series 66 licenses, or Series 63 and Series 65 instead of Series 66
- Candidates with only Series 63 or Series 65 must obtain the missing license within 60 days
- Have at least one year of investment-industry experience, including investment training and detailed knowledge of investment products and services
- Have at least one year of experience in financial services or a sales setting with demonstrated goal attainment
- Hold a high school diploma, GED, secondary-school credential, or equivalent
- Demonstrate the ability to establish and achieve goals
- Build and maintain strong professional relationships
- Collaborate effectively with colleagues and partners
- Communicate clearly and confidently
- Manage objectives, handle complexity, prioritize work, and deliver in a fast-paced setting
- Learn and adjust to new information while determining appropriate client solutions
- Manage time and workload efficiently
- Apply relevant regulatory due diligence to daily work and long-term client strategies
- Complete SAFE Act registration, a background check, and ongoing good-standing requirements
- Spanish-language fluency is preferred
- Strong computer skills and multitasking ability are preferred
- Three or more years of financial services or sales experience is preferred
- CFP or CRPC designation is preferred
- Insurance licenses are preferred
Артықшылықтар
- Access to affordable, competitive, and flexible benefits
- Resources supporting physical, emotional, and financial well-being
- Opportunities for learning, advancement, and long-term career development
- Training and assistance with required licensing
- Monday through Friday schedule with rotating Saturdays
- 40-hour workweek
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Бельгия3 000 € – 5 250 € / ай
АраласТолық жұмыс күніОрта деңгейАға маманҚажетті Тіл: ағылшын тіліҚажетті Тіл: нидерланд тіліШешімдер инженеріBuild and support Java-based integrations for Harmoney’s SaaS compliance platform, based from its Ghent office. Take ownership of the integration catalogue and help shape a future marketplace.
Ашу