Financial Services Specialist

Key ResponsibilitiesConduct needs assessments to understand clients' goals, risk tolerance, and current financial situation.Present and explain financial products and services that align with client needs.Develop customized financial plans addressing wealth accumulation, risk management, and retirement planning.Product Recommendations & ImplementationOffer...

Job Description:The Compliance Specialist will be responsible for investigating AML TM and NS alerts, analyzing and investigating suspicious transactions, and assisting in performing other tasks and projects as assigned. The ideal candidate will have a good understanding of anti-money laundering laws and regulations, knowledge of the life insurance and...

We are seeking a highly motivated and detail-oriented Financial Services Specialist to join our team at Carlos Hilado Memorial State University.Job Description:The ideal candidate will have a strong background in accounting and finance, with excellent analytical and communication skills. Key responsibilities will include preparing financial reports,...

Sun Life Global Solutions is a leading provider of life insurance and financial services. As a Client Care Representative, you will play a crucial role in delivering exceptional customer experiences to our clients.The ideal candidate will possess strong communication skills, be able to navigate computer systems efficiently, and have the ability to resolve...

Discover the opportunity to join a dynamic team of experts in the field of systems development and integration. As a Systems Specialist at Sun Life Financial, you will be responsible for building and implementing ServiceNow solutions that meet business needs.Job Overview:The successful candidate must be willing to work in a fast-paced environment,...

Sun Life Financial is a leader in the financial services industry, dedicated to helping individuals and families achieve their long-term goals. We are seeking a talented Client Support Specialist to join our team.This role involves providing exceptional customer service and support to clients by resolving telephone inquiries in a fast-paced, dynamic...

We are seeking a skilled Broker Commission Specialist to join our finance operations team at MA Financial Group.About the JobThis is an exciting opportunity to work in a high-growth, dynamic financial services firm, with a strong focus on innovation and excellence.The successful candidate will be responsible for calculating and processing broker commissions,...

About the RoleAs a Group Accountant at MA Financial Group, you will play a vital role in ensuring the accuracy and completeness of our financial statements. Your expertise in accounting and reporting will be instrumental in providing support to our team and stakeholders.You will be responsible for preparing and posting month-end journals, reconciling...

As a key member of the finance operations team at MA Financial Group, you will play a crucial role in ensuring the accuracy and efficiency of our broker commission calculations and payments.About the RoleThis position involves maintaining transaction records, managing clawback processes, addressing broker inquiries, and preparing performance reports.You will...

Overview:The Compliance Specialist will play a key role in maintaining a strong compliance culture and ensuring that our organization complies with anti-money laundering regulations. The ideal candidate will have a good understanding of anti-money laundering laws and regulations, knowledge of the life insurance and mutual fund businesses, and ability to...

Sun Life Financial is a leading provider of financial services, committed to delivering exceptional value to our clients. We are seeking a highly skilled Customer Service Associate to join our team.This role involves providing outstanding customer service and support to clients by resolving telephone inquiries in a fast-paced environment. The ideal candidate...

Role Summary:We are seeking a highly skilled Compliance Specialist to join our team. As a Compliance Specialist, you will play a key role in ensuring that our organization complies with anti-money laundering regulations and maintains a strong compliance culture.Key Responsibilities:Investigate Anti-Money Laundering (AML) Transaction Monitoring (TM) and Name...

Job SummaryWe are seeking a highly motivated and detail-oriented Junior Audit Operations Specialist to join our team at Arch Global Services (Philippines) Inc. As a Junior Audit Operations Specialist, you will play a critical role in ensuring the timely and accurate completion of premium audits.Key Responsibilities:Review and analyze premium audits completed...

About the Role:We are seeking a highly skilled Compliance Specialist to join our team. As a Compliance Specialist, you will play a key role in ensuring that our organization complies with anti-money laundering regulations and maintains a strong compliance culture.Key Responsibilities:Investigate Anti-Money Laundering (AML) Transaction Monitoring (TM) and...

Job OverviewSaperium is seeking a highly motivated Financial Operations Specialist to join our team in National Capital Region.The successful candidate will be responsible for delivering exceptional service to internal and external clients, while promoting a positive and supportive work environment.Key Accountabilities:Provide excellent customer service,...

Metrobank is a trusted financial partner, committed to delivering exceptional banking services to our clients.Credit Review Officer PositionWe are seeking a highly skilled Credit Review Officer to join our team in the Private Wealth and Market division. As a key member of our credit assessment team, you will be responsible for reviewing and analyzing loan...

Demanding financial transaction specialists are needed for DXC Technology Inc.Financial Transactions Specialist RoleThis specialist will be responsible for executing business process transactions accurately and efficiently.About the Role:

Citibank (Switzerland) AG is a global bank with operations in various countries. We offer a range of products and services to meet the financial needs of our clients.The role of Finance Reporting Specialist plays a critical part in ensuring the accuracy and completeness of financial data.We are looking for an experienced professional to join our team as...

At John Clements Consultants, Inc., we are seeking a highly skilled Financial Operations Specialist to join our team. This exciting role will provide support to accounting and reporting activities by managing day-to-day financial tasks, ensuring accuracy and compliance with regulations and policies.The purpose of this role is to ensure the efficient...

Sun Life Financial is seeking an experienced Systems Specialist to join our team. In this role, you will be responsible for designing, creating, and configuring ServiceNow solutions that meet business needs.Key Responsibilities:You will build and support the implementation of OOB modules, custom applications, custom plug-ins, 3rd party integrations, and...