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Wealth Billing Specialist at World Insurance Associates, LLC.
Iselin, New Jersey, United States - Full Time
Skills Needed
Wealth Billing, Customer Service, Excel Spreadsheets, Ms Office, Tamarac, Envestnet, Salesforce, Account Reconciliation, Critical Thinking, Attention To Detail, Time Management, Multi Tasking, Shadow Billings, Accounts Receivable, Financial Services, Billing Definitions
Specialization
A Bachelor’s degree is required along with 3-5 years of experience in a similar role, preferably within the financial services industry. Experience with Tamarac or Envestnet wealth billing and proficiency in Excel and MS Office are essential.
Experience Required
Minimum 2 year(s)
STOCK & HOUSEKEEPING ASSOCIATE at Von Maur/Dry Goods
Bethel Park, Pennsylvania, United States - Full Time
Skills Needed
Cleaning, Restocking, Customer Service, Teamwork, Time Management, Attention To Detail, Merchandise Handling, Floor Maintenance, Trash Collection, Restroom Maintenance, Escalator Cleaning, Employee Lounge Cleaning, Locker Room Cleaning, Shift Flexibility, Store Maintenance, Inventory Management
Specialization
The job does not specify any formal education requirements or prior experience, suggesting that it is suitable for entry-level candidates. Flexibility to work various shifts, including days, evenings, and weekends, is expected.
COSMETICS COUNTER MANAGER at Von Maur/Dry Goods
Madison, Wisconsin, United States - Full Time
Skills Needed
Motivating Associates, Customer Service, Training, Coaching, Sales Goals, Performance Assessment, Event Planning, Relationship Development
Specialization
The job requires motivating associates to deliver outstanding customer service and developing relationships to grow the counter business. Additionally, assessing associate performance and planning successful cosmetic events are key responsibilities.
PART TIME SALES ASSOCIATE at Von Maur/Dry Goods
Glenview, Illinois, United States - Full Time
Skills Needed
Customer Experience, Product Knowledge, Sales Goals, Pos Transactions, Visual Merchandising, Relationship Building
Specialization
Candidates should be friendly and able to work flexible hours, including days, evenings, and weekends. Strong product knowledge and customer service skills are essential.
PART TIME SALES ASSOCIATE at Von Maur/Dry Goods
Orland Park, Illinois, United States - Full Time
Skills Needed
Customer Experience, Product Knowledge, Sales Goals, Pos Transactions, Visual Merchandising, Relationship Building
Specialization
Candidates should be friendly and able to work flexible shifts, including evenings and weekends. Strong product knowledge and the ability to create a positive customer experience are essential.
COSMETICS COUNTER MANAGER at Von Maur/Dry Goods
Normal, Illinois, United States - Full Time
Skills Needed
Motivating Associates, Customer Service, Training, Coaching, Sales, Performance Assessment, Event Planning, Relationship Development
Specialization
The position requires strong leadership skills to inspire a team and the ability to assess associate performance. Experience in cosmetics sales and customer service is essential.
DEPARTMENT MANAGER - SALES at Von Maur/Dry Goods
Indianapolis, Indiana, United States - Full Time
Skills Needed
Motivating Associates, Customer Service, Relationship Building, Sales Goals, Performance Assessment, Feedback, Problem Solving, Merchandising, Training, Coaching, Leadership, Team Development
Specialization
The job requires the ability to train, coach, and lead by example while being available for a rotation of shifts. Experience in retail sales and customer service is implied but not explicitly stated.
Delivery Driver - Flex Hours - 14119 Grant Rd. #180 at Domino's Pizza LLC
Cypress, Texas, United States - Full Time
Skills Needed
Customer Service, Food Safety, Team Member Safety, Store Technology, Store Operations, Troubleshooting Technology
Specialization
Candidates must have a valid driver’s license, access to an insured vehicle, and be at least 18 years old with one year of driving history. They should also demonstrate the ability to maintain food and team member safety.
Environmental Monitoring Associate – QC (Wed-Sat) at Eurofins
Rensselaer, New York, United States - Full Time
Skills Needed
Environmental Monitoring, Sample Collection, Laboratory Support, Equipment Maintenance, Calibration Coordination, Lims, Communication Skills, Organizational Skills, Scientific Aptitude, Attention To Detail, Self Motivation, Adaptability, Team Collaboration, Physical Endurance, Microbial Identification, Cgmp Regulations
Specialization
Candidates must have a Bachelor’s degree in Biology or a related field, or an Associate’s degree with relevant experience. Strong work ethic, physical capability, and proficiency in computer systems are essential.
ALTERATIONS ASSOCIATE - CHARLESTOWNE MALL at Von Maur/Dry Goods
St. Charles, Illinois, United States - Full Time
Skills Needed
Customer Experience, Garment Fitting, Sewing, Alterations, Repairing Merchandise, Maintaining Cleanliness
Specialization
Candidates must be professionally competent in all basic and some advanced alterations. Experience in garment fitting and sewing is essential for this role.
Accounting Intern - Huntsville, AL at MAULDIN & JENKINS LLC
Huntsville, Alabama, United States - Full Time
Skills Needed
Accounting Principles, Auditing Standards, Federal Tax Laws, State Tax Laws, Financial Statements, Internal Controls, Tax Preparation, Data Input, Technical Tax Issues, Client Reconciliations, Accruals, Professional Appearance, Effective Communication, Research Skills, Attention To Detail, Proficiency In Software
Specialization
Candidates must be currently enrolled in college pursuing a degree in accounting. They should develop technical skills and have a well-rounded knowledge of accounting principles and tax laws.
STOCK & HOUSEKEEPING ASSOCIATE at Von Maur/Dry Goods
Indianapolis, Indiana, United States - Full Time
Skills Needed
Cleaning, Stocking, Customer Service, Teamwork, Time Management, Attention To Detail, Maintenance, Organization
Specialization
The job does not specify particular educational or experience requirements, suggesting that minimal experience may be needed. Flexibility to work various shifts, including days, evenings, and weekends, is expected.
DEPARTMENT MANAGER - SALES at Von Maur/Dry Goods
Greenwood, Indiana, United States - Full Time
Skills Needed
Customer Service, Sales, Coaching, Training, Relationship Building, Performance Assessment, Problem Solving, Team Leadership
Specialization
The job requires motivating and training associates, executing sales associate duties, and developing solutions for customer problems. Availability for a rotation of shifts is also necessary.
Berufsbildungsverantwortliche*r HR (f/m/d) | 50% | befristet 9 Monate | Hyb at SMG Swiss Marketplace Group
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Hr Education, Talent Development, Training Coordination, Project Support, Communication Skills, Structured Work Style, Bilingual Proficiency, Mentorship
Specialization
Candidates should have a commercial education with HR training or a relevant bachelor's degree, along with 2-3 years of experience in guiding apprentices. Strong German and good English language skills are also required.
Experience Required
Minimum 2 year(s)
HR Analyst (Compensation & Benefits, Payroll) at Aon Corporation
Makati, Metro Manila, Philippines - Full Time
Skills Needed
Hr Functions, Payroll Processing, Compensation Administration, Benefits Administration, Statutory Compliance, Employee Support, Data Management, Microsoft Office, Hris, Communication Skills, Organizational Skills, Attention To Detail, Confidentiality, Team Collaboration, Initiative, Positive Attitude
Specialization
Candidates should have a bachelor's degree in a related field and 1-3 years of HR or administrative experience, preferably in payroll support. Familiarity with Philippine labor law and experience with external payroll vendors is preferred.
Experience Required
Minimum 2 year(s)
barista - Store# 19631, LOS ALAMOS & 215 FWY at Starbucks
Murrieta, California, United States - Full Time
Skills Needed
Customer Engagement, Coffee Preparation, Cash Handling, Teamwork, Interpersonal Skills, Communication, Flexibility, Attention To Detail, Problem Solving, Time Management, Adaptability, Relationship Building, Punctuality, Safety Awareness, Food Preparation, Quality Control
Specialization
No previous experience is required for this position. Candidates must be able to work flexible hours and maintain attendance and punctuality.
Train Captain-Heavy Rail (Ref: 26000003) at MTR Corporation
, Hong Kong, China - Full Time
Skills Needed
Customer Centric Mindset, Effective Communication, Empathetic Communication, Incident Handling, English Language Proficiency, Chinese Language Proficiency, Mandarin Proficiency
Specialization
Candidates must have attained Grade E or Level 2 in 5 subjects of HKCEE/HKDSE, including English. A driving license is not mandatory, and good command of English and Chinese is required, with Mandarin as an advantage.
To-Go Specialist at Carrabba's Italian Grill
Davenport, Florida, United States - Full Time
Skills Needed
Hospitality, Customer Service, Food Knowledge, Team Player, Order Processing, Payment Handling
Specialization
The job requires a passion for food, family, and hospitality. Teamwork and the ability to anticipate guest needs are essential.
Retail Shortage Control - Part Time at Burlington Stores
North Bergen, New Jersey, United States - Full Time
Skills Needed
Customer Service, Theft Prevention, Communication, Leadership, Safety Standards, Surveillance, Team Support, Training, Problem Solving, Attention To Detail, Positive Attitude, Discipline, Monitoring, Confidentiality, Retail Operations, Asset Protection
Specialization
Candidates should have at least 1 year of experience in customer service or related fields and must be able to maintain confidentiality. Strong communication skills and the ability to work in a fast-paced environment are essential.
shift supervisor - Store# 13624, Roseville-Hwy 36 & Fairview at Starbucks
Roseville, Minnesota, United States - Full Time
Skills Needed
Customer Interaction, Food Preparation, Beverage Preparation, Task Delegation, Teamwork, Communication, Interpersonal Skills, Retail Knowledge, Coaching, Quality Control, Cash Handling, Store Safety, Flexibility, Attendance, Punctuality, Relationship Building
Specialization
Candidates should have at least six months of experience in customer interaction and task delegation. Effective communication skills and the ability to work as part of a team are also required.
Wealth Billing Specialist at World Insurance Associates, LLC.
Iselin, New Jersey, United States -
Full Time

Start Date

Immediate

Expiry Date

15 Mar, 26

Salary

80000.0

Posted On

15 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Wealth Billing, Customer Service, Excel Spreadsheets, MS Office, Tamarac, Envestnet, Salesforce, Account Reconciliation, Critical Thinking, Attention to Detail, Time Management, Multi-tasking, Shadow Billings, Accounts Receivable, Financial Services, Billing Definitions

Industry

Insurance

Description
Summary Founded in 2011, World is one of fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Position Objective World Investment Advisors, LLC is looking to add a vibrant wealth billing professional to our roster. The candidate should be a self-starting, tech savvy professional who is comfortable managing wealth billing in Tamarac while also possessing the ability to provide excellent customer service to our management team and advisors. This position is expected to be a hybrid role between our operations and accounting teams, managing the Tamarac wealth billing process from start to finish, including: onboarding new custodians onto the Tamarac platform, setting up billing definitions and groups, running monthly/quarterly billings and submitting to custodians for processing, performing shadow billings for new acquisitions being onboarded, working directly with advisors on billing questions, preparing billing imports for Salesforce, performing reconciliations, and following up on aged receivables. Excellent time management, critical thinking, multi-tasking, attention to detail, and diligence to ensure timely completion of tasks are some of the skills required for success in this position. This position works directly with our Senior Accountant and Director of Platform Technology and Strategy and will report to our Senior Accountant. Typical Duties and Responsibilities Manage the wealth billing process in Tamarac from end to end, including new account set up in the system according to specific contract terms. Generate, review, process and reconcile monthly and quarterly billings, submit to custodians for processing, and prepare Salesforce imports for processed billings. Manage account receivable collections and delinquent accounts. Assist with the timely execution and review of month-end billing activities, including, but not limited to account reconciliation, analysis, and reporting. Assist with onboarding of new acquisitions into Tamarac and perform shadow billings to compare against legacy billing systems to ensure a smooth transition to our platform. Provide timely and positive customer service by phone and e-mail, with advisors or clients regarding payment issues or discrepancies. Respond promptly to advisor requests. Additional projects and duties as assigned. Position Requirements A Bachelor’s degree is required. Degree(s) must be from a credible college or university. Tamarac or Envestnet wealth billing experience is required. Must be extraordinarily detailed oriented. Must be highly skilled in use of Excel Spreadsheets. Must be skilled in use of MS Office and have very good verbal and written skills. A minimum of 3-5 years of experience in a similar role is required. Experience within the financial services industry is strongly preferred. Salesforce experience is strongly preferred. Compensation The estimated salary for this position is $80,000 but may vary based on candidate qualifications and operational needs. The firm also has a bonus program. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-GP1 #LI-REMOTE
Responsibilities
Manage the wealth billing process in Tamarac from start to finish, including onboarding new custodians and running monthly/quarterly billings. Provide excellent customer service to advisors and management regarding billing questions and discrepancies.
Wealth Billing Specialist at World Insurance Associates, LLC.
Iselin, New Jersey, United States - Full Time
Skills Needed
Wealth Billing, Customer Service, Excel Spreadsheets, Ms Office, Tamarac, Envestnet, Salesforce, Account Reconciliation, Critical Thinking, Attention To Detail, Time Management, Multi Tasking, Shadow Billings, Accounts Receivable, Financial Services, Billing Definitions
Specialization
A Bachelor’s degree is required along with 3-5 years of experience in a similar role, preferably within the financial services industry. Experience with Tamarac or Envestnet wealth billing and proficiency in Excel and MS Office are essential.
Experience Required
Minimum 2 year(s)
STOCK & HOUSEKEEPING ASSOCIATE at Von Maur/Dry Goods
Bethel Park, Pennsylvania, United States - Full Time
Skills Needed
Cleaning, Restocking, Customer Service, Teamwork, Time Management, Attention To Detail, Merchandise Handling, Floor Maintenance, Trash Collection, Restroom Maintenance, Escalator Cleaning, Employee Lounge Cleaning, Locker Room Cleaning, Shift Flexibility, Store Maintenance, Inventory Management
Specialization
The job does not specify any formal education requirements or prior experience, suggesting that it is suitable for entry-level candidates. Flexibility to work various shifts, including days, evenings, and weekends, is expected.
COSMETICS COUNTER MANAGER at Von Maur/Dry Goods
Madison, Wisconsin, United States - Full Time
Skills Needed
Motivating Associates, Customer Service, Training, Coaching, Sales Goals, Performance Assessment, Event Planning, Relationship Development
Specialization
The job requires motivating associates to deliver outstanding customer service and developing relationships to grow the counter business. Additionally, assessing associate performance and planning successful cosmetic events are key responsibilities.
PART TIME SALES ASSOCIATE at Von Maur/Dry Goods
Glenview, Illinois, United States - Full Time
Skills Needed
Customer Experience, Product Knowledge, Sales Goals, Pos Transactions, Visual Merchandising, Relationship Building
Specialization
Candidates should be friendly and able to work flexible hours, including days, evenings, and weekends. Strong product knowledge and customer service skills are essential.
PART TIME SALES ASSOCIATE at Von Maur/Dry Goods
Orland Park, Illinois, United States - Full Time
Skills Needed
Customer Experience, Product Knowledge, Sales Goals, Pos Transactions, Visual Merchandising, Relationship Building
Specialization
Candidates should be friendly and able to work flexible shifts, including evenings and weekends. Strong product knowledge and the ability to create a positive customer experience are essential.
COSMETICS COUNTER MANAGER at Von Maur/Dry Goods
Normal, Illinois, United States - Full Time
Skills Needed
Motivating Associates, Customer Service, Training, Coaching, Sales, Performance Assessment, Event Planning, Relationship Development
Specialization
The position requires strong leadership skills to inspire a team and the ability to assess associate performance. Experience in cosmetics sales and customer service is essential.
DEPARTMENT MANAGER - SALES at Von Maur/Dry Goods
Indianapolis, Indiana, United States - Full Time
Skills Needed
Motivating Associates, Customer Service, Relationship Building, Sales Goals, Performance Assessment, Feedback, Problem Solving, Merchandising, Training, Coaching, Leadership, Team Development
Specialization
The job requires the ability to train, coach, and lead by example while being available for a rotation of shifts. Experience in retail sales and customer service is implied but not explicitly stated.
Delivery Driver - Flex Hours - 14119 Grant Rd. #180 at Domino's Pizza LLC
Cypress, Texas, United States - Full Time
Skills Needed
Customer Service, Food Safety, Team Member Safety, Store Technology, Store Operations, Troubleshooting Technology
Specialization
Candidates must have a valid driver’s license, access to an insured vehicle, and be at least 18 years old with one year of driving history. They should also demonstrate the ability to maintain food and team member safety.
Environmental Monitoring Associate – QC (Wed-Sat) at Eurofins
Rensselaer, New York, United States - Full Time
Skills Needed
Environmental Monitoring, Sample Collection, Laboratory Support, Equipment Maintenance, Calibration Coordination, Lims, Communication Skills, Organizational Skills, Scientific Aptitude, Attention To Detail, Self Motivation, Adaptability, Team Collaboration, Physical Endurance, Microbial Identification, Cgmp Regulations
Specialization
Candidates must have a Bachelor’s degree in Biology or a related field, or an Associate’s degree with relevant experience. Strong work ethic, physical capability, and proficiency in computer systems are essential.
ALTERATIONS ASSOCIATE - CHARLESTOWNE MALL at Von Maur/Dry Goods
St. Charles, Illinois, United States - Full Time
Skills Needed
Customer Experience, Garment Fitting, Sewing, Alterations, Repairing Merchandise, Maintaining Cleanliness
Specialization
Candidates must be professionally competent in all basic and some advanced alterations. Experience in garment fitting and sewing is essential for this role.
Accounting Intern - Huntsville, AL at MAULDIN & JENKINS LLC
Huntsville, Alabama, United States - Full Time
Skills Needed
Accounting Principles, Auditing Standards, Federal Tax Laws, State Tax Laws, Financial Statements, Internal Controls, Tax Preparation, Data Input, Technical Tax Issues, Client Reconciliations, Accruals, Professional Appearance, Effective Communication, Research Skills, Attention To Detail, Proficiency In Software
Specialization
Candidates must be currently enrolled in college pursuing a degree in accounting. They should develop technical skills and have a well-rounded knowledge of accounting principles and tax laws.
STOCK & HOUSEKEEPING ASSOCIATE at Von Maur/Dry Goods
Indianapolis, Indiana, United States - Full Time
Skills Needed
Cleaning, Stocking, Customer Service, Teamwork, Time Management, Attention To Detail, Maintenance, Organization
Specialization
The job does not specify particular educational or experience requirements, suggesting that minimal experience may be needed. Flexibility to work various shifts, including days, evenings, and weekends, is expected.
DEPARTMENT MANAGER - SALES at Von Maur/Dry Goods
Greenwood, Indiana, United States - Full Time
Skills Needed
Customer Service, Sales, Coaching, Training, Relationship Building, Performance Assessment, Problem Solving, Team Leadership
Specialization
The job requires motivating and training associates, executing sales associate duties, and developing solutions for customer problems. Availability for a rotation of shifts is also necessary.
Berufsbildungsverantwortliche*r HR (f/m/d) | 50% | befristet 9 Monate | Hyb at SMG Swiss Marketplace Group
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Hr Education, Talent Development, Training Coordination, Project Support, Communication Skills, Structured Work Style, Bilingual Proficiency, Mentorship
Specialization
Candidates should have a commercial education with HR training or a relevant bachelor's degree, along with 2-3 years of experience in guiding apprentices. Strong German and good English language skills are also required.
Experience Required
Minimum 2 year(s)
HR Analyst (Compensation & Benefits, Payroll) at Aon Corporation
Makati, Metro Manila, Philippines - Full Time
Skills Needed
Hr Functions, Payroll Processing, Compensation Administration, Benefits Administration, Statutory Compliance, Employee Support, Data Management, Microsoft Office, Hris, Communication Skills, Organizational Skills, Attention To Detail, Confidentiality, Team Collaboration, Initiative, Positive Attitude
Specialization
Candidates should have a bachelor's degree in a related field and 1-3 years of HR or administrative experience, preferably in payroll support. Familiarity with Philippine labor law and experience with external payroll vendors is preferred.
Experience Required
Minimum 2 year(s)
barista - Store# 19631, LOS ALAMOS & 215 FWY at Starbucks
Murrieta, California, United States - Full Time
Skills Needed
Customer Engagement, Coffee Preparation, Cash Handling, Teamwork, Interpersonal Skills, Communication, Flexibility, Attention To Detail, Problem Solving, Time Management, Adaptability, Relationship Building, Punctuality, Safety Awareness, Food Preparation, Quality Control
Specialization
No previous experience is required for this position. Candidates must be able to work flexible hours and maintain attendance and punctuality.
Train Captain-Heavy Rail (Ref: 26000003) at MTR Corporation
, Hong Kong, China - Full Time
Skills Needed
Customer Centric Mindset, Effective Communication, Empathetic Communication, Incident Handling, English Language Proficiency, Chinese Language Proficiency, Mandarin Proficiency
Specialization
Candidates must have attained Grade E or Level 2 in 5 subjects of HKCEE/HKDSE, including English. A driving license is not mandatory, and good command of English and Chinese is required, with Mandarin as an advantage.
To-Go Specialist at Carrabba's Italian Grill
Davenport, Florida, United States - Full Time
Skills Needed
Hospitality, Customer Service, Food Knowledge, Team Player, Order Processing, Payment Handling
Specialization
The job requires a passion for food, family, and hospitality. Teamwork and the ability to anticipate guest needs are essential.
Retail Shortage Control - Part Time at Burlington Stores
North Bergen, New Jersey, United States - Full Time
Skills Needed
Customer Service, Theft Prevention, Communication, Leadership, Safety Standards, Surveillance, Team Support, Training, Problem Solving, Attention To Detail, Positive Attitude, Discipline, Monitoring, Confidentiality, Retail Operations, Asset Protection
Specialization
Candidates should have at least 1 year of experience in customer service or related fields and must be able to maintain confidentiality. Strong communication skills and the ability to work in a fast-paced environment are essential.
shift supervisor - Store# 13624, Roseville-Hwy 36 & Fairview at Starbucks
Roseville, Minnesota, United States - Full Time
Skills Needed
Customer Interaction, Food Preparation, Beverage Preparation, Task Delegation, Teamwork, Communication, Interpersonal Skills, Retail Knowledge, Coaching, Quality Control, Cash Handling, Store Safety, Flexibility, Attendance, Punctuality, Relationship Building
Specialization
Candidates should have at least six months of experience in customer interaction and task delegation. Effective communication skills and the ability to work as part of a team are also required.