80 operations associate jobs found

Redwood Credit Union Redwood Credit Union is looking for an Insurance Administrator, who will perform a wide variety of semi-routine duties to assist Members in the sales and service of ancillary products. Key Responsibilities Customer Service: * Provide exceptional customer service to all internal and external customers. * Call Members referred to the insurance agency by branch, Member Service Center, or other referrals. * Make and receive calls from customers assisting them with their questions and resolving problems as appropriate. * Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed. * Make and receive calls from customers to complete worksheets to facilitate insurance quotes and product claims. * Offer and educate Members of Ancillary products. Administrative: * Request necessary paperwork that is not received from customers or Insurance Department team members. * Work with credit life and disability, payment...

Transamerica Job Family Risk Management - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of...

Transamerica Job Family Risk Management - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of...

Transamerica Job Family Risk Management - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of...

Ameriprise Financial Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and...

Ameriprise Financial Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and...

Acushnet Company Where Performance Meets Purpose Join a team that values excellence and innovation, at a company known for its iconic golf brands. At Acushnet Company, your background and experience contribute to creating the best products for dedicated golfers worldwide. Here, your performance has purpose. What You Will Be Doing Acushnet is seeking a visionary leader to serve as the Global Process Owner for Record-to-Report (R2R). In this pivotal role, you will first lead the Finance workstream for Acushnet's worldwide deployment of SAP S/4HANA a transformative two-year initiative reporting to the Chief Technology and Digital Officer. Post go-live, you will join the Global Controlling team, reporting to the Corporate Controller, to define and drive the strategic design, governance, and continuous improvement of the global R2R process. This role champions standardization, operational excellence, and compliance across the enterprise, leveraging automation and AI to...

Ameriprise Financial At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way! If you prosper in an environment where you can help others and enjoy crafting a positive impact on client's overall experience, we invite you to take your career to the next level by applying to join our team today. As a Client Service Specialist, you will be responsible for conducting all administrative responsibilities for front desk support and provide practice management support for one or more advisors or leaders. Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support - it's all about helping you reach your full potential! Key Responsibilities: Responsible for reception support including answering phones, greeting clients and addressing client service requests. General administrative duties performed may include logging...

Ameriprise Financial Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads. Key Responsibilities Obtain your required licenses/credentials within 150 days of hire: - FINRA Series 7 - Active State Securities Agent Registration (S63 or S66) - Active IAR Registration (S65 or S66) and -State Life, Health Insurance and Variable Products lines. Attend and engage in licensing coaching, as required. Be accountable for making progress within the program's licensing and appointment preparation timelines. Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals. Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice. Provide support to...

Ameriprise Financial Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and...

Ameriprise Financial The Business Systems Analyst will provide direct support for the Equity, Fixed Income or Advisory trading desk systems and projects. Help maintain a compliant and successfully functioning trading desk. The analyst will be a dedicated resource for system maintenance, enhancements, and troubleshooting to help reduce risk to the firm. Provide support to projects as it relates to business requirements and technology. Communicate implementation & technology related information to the business, and assist with validation, while providing guidance to determine system requirements and the best solution. Design, test, and debug applications with assistance from others. Key Responsibilities Process and resolve routine and less complex problems for the business as it relates to business requirements and technology. Support projects in identifying routine business requirements, projects, and process specifications within the identified team. Provide input...

Ameriprise Financial Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and...

Ameriprise Financial The Business Systems Analyst will provide direct support for the Equity, Fixed Income or Advisory trading desk systems and projects. Help maintain a compliant and successfully functioning trading desk. The analyst will be a dedicated resource for system maintenance, enhancements, and troubleshooting to help reduce risk to the firm. Provide support to projects as it relates to business requirements and technology. Communicate implementation & technology related information to the business, and assist with validation, while providing guidance to determine system requirements and the best solution. Design, test, and debug applications with assistance from others. Key Responsibilities Process and resolve routine and less complex problems for the business as it relates to business requirements and technology. Support projects in identifying routine business requirements, projects, and process specifications within the identified team. Provide input...

Ameriprise Financial Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and...

Ameriprise Financial Lead the onboarding and transition of financial institution programs joining Ameriprise Financial Institutions Group. This role ensures a seamless experience for advisors, clients, and accounts by driving consistent processes for hiring, licensing, onboarding, and transition execution-both virtually and onsite. Key Responsibilities Onboarding Leadership Act as the Onboarding Quarterback , guiding advisors and staff through hiring, licensing, and appointment processes. Define roles and responsibilities for pre-onboarding, day-of, and post-onboarding activities. Partner with leaders and staff to ensure smooth execution and resource alignment. Implementation & Training Support Provide hands-on support for developing an end-to-end implementation and training strategy to ensure proper training on Ameriprise systems, tools, and processes. Deliver training and onboarding for advisors and sales assistants to accelerate ramp-up and...

Ameriprise Financial At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way! If you prosper in an environment where you can help others and enjoy crafting a positive impact on client's overall experience, we invite you to take your career to the next level by applying to join our team today. As a Client Service Specialist, you will be responsible for conducting all administrative responsibilities for front desk support and provide practice management support for one or more advisors or leaders. Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support - it's all about helping you reach your full potential! Key Responsibilities: Responsible for reception support including answering phones, greeting clients and addressing client service requests. General administrative duties performed may include logging...

Ameriprise Financial Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and...

Transamerica Job Family Actuarial About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees...

New York Life Insurance Company Location Designation: Hybrid - 1 day per week Role Overview: New York Life's Reinsurance Team is responsible for assessing and acquiring reinsurance (insurance purchased by New York Life to cover a portion of the risks on policies that we issue). The team's role is to support New York Life's profitability and risk mitigation objectives, while administering the portfolio of reinsurance agreements on an ongoing basis. New York Life has approximately 350 reinsurance agreements in place, which provide close to $300B of reinsurance coverage for over 1 million policies. The Reinsurance Administration role supports the Reinsurance Operations area in ensuring that reinsured policies and related claim payments from reinsurers are handled timely and accurately for New York Life's Individual Life reinsurance agreements. What You'll Do: Investigate, evaluate, and resolve issues related to reinsurance processing on individual policies...

New York Life Insurance Company Location Designation: Fully Remote NEW YORK LIFE Title: Senior Associate, Financial Modeling Technician Location: Remote, any state Business Overview: The Actuarial Operations Department at New York Life is seeking a motivated and detail-oriented Senior Associate to join our Prophet Staging & Production Team, a group at the heart of our financial modeling operations. This team plays a vital role in producing Asset-Liability Management (ALM), Valuation, and other financial modeling metrics using the Prophet Enterprise actuarial platform. This is an excellent opportunity for a candidate with a strong technical background to gain exposure to modeling operations across a diverse portfolio of life insurance and annuity products. You'll collaborate closely with both actuarial and IT teams, contributing to process standardization and automation efforts that drive innovation and efficiency across the organization....