Financial Services Client Solutions Specialist

Role Summary: As a Merrill Financial Solutions Advisor, you will be responsible for providing tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. You will communicate solutions to clients that are best suited for their financial needs, such as...

About the RoleThis position is responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies. The ideal candidate will have a strong understanding of investment products and services, as well as excellent communication and relationship-building skills.Key ResponsibilitiesProvide tailored...

Job Summary:This role is responsible for providing exceptional client service support to Financial Advisors (FAs) at Bank of America. Key responsibilities include supporting enterprise strategic objectives, operational excellence, and client advocacy within the FA's business, while customizing solutions based on their specific needs.Key...

Job Summary:We are seeking a highly skilled Financial Operations Specialist to join our team at the Commonwealth of Virginia. This role will support the Associate Controller and General Accounting Manager in managing and reporting cash and net position, requiring strong accounting experience, accuracy, and knowledge.In this position, you will perform complex...

Job SummaryThe Financial Aid Specialist is responsible for ensuring the accuracy and completeness of financial aid records and files, in accordance with federal and state guidelines. This includes reviewing and evaluating financial aid eligibility, as well as providing information and services to students and parents.Key ResponsibilitiesReview and process...

Job Title: Financial Aid SpecialistThe Financial Aid Specialist is responsible for the document imaging, review, and indexing processes of financial aid records and files to ensure that all student files are maintained in accordance with federal and state guidelines.Key Responsibilities:Troubleshoot document imaging issues.Serve as liaison between the...

Job Summary: We are seeking a highly skilled Financial Aid Specialist to join our team at the Commonwealth of Virginia. Key Responsibilities: Monitor and process financial aid data for students. Verify financial information submitted by students. Research and respond to constituent inquiries regarding financial aid. Collaborate with colleagues to...

Job Title: Senior Financial Services ManagerLocation: Norfolk, VAEstimated Salary Range: $120,000 - $150,000 per yearAbout the RoleThe Commonwealth of Virginia seeks a highly skilled and experienced Senior Financial Services Manager to lead the Student Accounts, Third Party Billing and Cashiering team. As a key member of the administration and finance...

Company Overview:The Commonwealth of Virginia seeks a skilled and detail-oriented Financial Operations Specialist to join their team.This is a full-time position located in Norfolk, VA.Salary: $45,000 - $65,000 per year, depending on experience.Job Description:As a Financial Operations Specialist, you will be responsible for reviewing, auditing, and...

Job Title: Financial Transactions SpecialistJob Summary:We are seeking a detail-oriented Financial Transactions Specialist to join our team at the Commonwealth of Virginia. As a key member of our accounting operations, you will be responsible for reviewing, auditing, and accurately posting payments received by mail or in person.Key Responsibilities:Process...

Job Summary:The Commonwealth of Virginia seeks a highly skilled Senior Accountant to support the Associate Controller and General Accounting Manager in managing cash and net position, ensuring accurate financial reporting, and performing complex financial operations in accordance with established policies and practices.Key Responsibilities:Support the...

We are seeking an experienced Administrative and Office Specialist to join our team at Tidewater Community College.As a key member of the Office of Financial Services, this individual will provide critical support to the Director of External Financial Funds, ensuring seamless day-to-day operations.This role involves providing administrative assistance,...

Job DescriptionThis role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep...

Company Overview:The Commonwealth of Virginia seeks a skilled Financial Aid Specialist to manage FAFSA data in electronic systems. As a key member of the team, you will be responsible for monitoring daily imports and exports, ensuring error-free transmissions, and distributing confidential documents.About the Role:This full-time position offers an estimated...

Job Title: Financial Aid Processing Tech Job Summary: We are seeking a highly skilled and detail-oriented Financial Aid Processing Tech to join our team at the Commonwealth of Virginia. The successful candidate will be responsible for processing financial assistance, making awards decisions, and providing exceptional administrative service functions. Key...

At Bank of America, we're committed to helping our clients achieve their financial goals. We're seeking a skilled Financial Services Representative who can engage with clients in the lobby, educating them on self-service resources and accurately processing cash transactions.Key Responsibilities:Process cash transactions for clients efficiently and...

Job Summary: We are seeking a highly experienced Senior Accountant to join our team at the Commonwealth of Virginia. The successful candidate will support the Associate Controller and General Accounting Manager in ensuring cash and net position are managed and reported appropriately.Key Responsibilities:Perform complex and varied financial operations in...

**About the Role:**We are seeking a skilled Financial Receivables Specialist to join our team at the Commonwealth of Virginia.**Job Summary:**The successful candidate will be responsible for ensuring due diligence is followed in actively collecting the university's receivables, ensuring all unreconciled differences and adjustments are resolved promptly and...

Job SummaryWe are seeking a highly skilled and experienced Financial Aid Specialist to join our team. This role is responsible for the document imaging, review, and indexing processes of financial aid records and files to ensure compliance with federal and state guidelines.

Job Description:Maintain the daily operations of the Federal Direct Student Loan Program (FDSLP) which includes electronic transmission and retrieval of files to and from the Banner system and the U.S. Department of Education.Key Responsibilities:Maintain the loan origination process, extract files, ftp, printing and downloading promissory notes,...