Personal Financial Advisors

The **Senior Account and Relationship Executive** – (Senior Account Executive) for Wolters Kluwer (WK) Health Language is accountable for retention of strategic healthcare clients, identifying and closing new revenue opportunities, and developing expansion opportunities within the Healthcare/Healthcare Vendor space.

The Senior Account Executive (SAE) will focus on developing long-term relationships within the portfolio of assigned customers, connecting with key business executives and stakeholders within each customer. Additionally, the position will require the ability to analyze operations, organizational challenges, and identify growth and investment opportunities. This role will require the ability to define strategic account planning and deployment across the entire range of our company’s products and services, ensuring that we are meeting customer’s needs and expectations. The SAE manages larger highly complex accounts that have multiple Health Language products.

**Location** - US Remote

**ESSENTIAL DUTIES AND RESPONSIBILITIES**

+ Drive new business selling to Healthcare and HIT vendors individually and with sales support teams to attain quarterly and annual bookings goals.

+ Utilize disciplined sales methodology to build sales pipeline, advance deals and close to meet quarterly targets.

+ Ability to close business and negotiate commercial contracts effectively.

+ Comfortable working in uncertain and often complex domains (i.e. speaking with clinical informaticists, bio informaticists, IT directors, physicians, PhD’s etc.) with a strong willingness to utilize team selling to execute the sale

+ Effectively manage and guide the entire sales cycle from thorough discovery, to selling key value proposition, problem solving, negotiating, and closing the deal.

+ Track record of implementing strategic selling techniques to effectively navigate complex organizations and reach key decision makers.

+ Accurately and realistically forecast bookings each month, quarter and annually.

+ Manage and ensure sales related information in Salesforce.com is updated with discipline and consistency.

+ Willingness to collaborate with other sellers on best practices and selling successes and failures.

**Education**

+ Bachelor’s degree required or equivalent experience

**JOB QUALIFICATIONS**

+ 7+ years’ experience as salesperson with complex SaaS software or IT solutions to payers, providers, or healthcare IT vendor

+ Consistent track record of meeting quarterly and annual sales targets

+ Demonstrable experience successfully selling to VP and C-level healthcare leaders

**Including** :

+ Minimum of 7 years’ experience managing large healthcare accounts; 10+ years preferred

+ Healthcare industry experience required (vendor or customer)

+ Successful track record of selling to or managing C-suite executives in a complex business-to-business environment

+ Experience using customer relationship management software (e.g., SalesForce)

+ Ability to create executive-level content and polished presentations

+ Demonstrable results managing large opportunities

+ Excellent oral and written communication skills that demonstrate professionalism and ability to maintain confidentiality (documents, emails, and conversations)

+ Technical proficiency in Salesforce.com, Microsoft Word, Excel, Outlook, and PowerPoint; advanced/expert level preferred

+ Experience in the following areas is a plus:

+ Clinical Decision Support

+ Healthcare Analytics

+ Healthcare Consulting

+ Software as a Service (SaaS)

+ Healthcare Technology

**Experience** :

+ Experience supporting the implementation or optimization of clinical software in a healthcare system highly desired

+ Developing and executing strategic account plans

+ Analyzing metrics to deliver insightful guidance

+ Calculating and analyzing ROI

+ Providing consultative services to clients

+ Forecasting and strategic planning

+ Experience upselling, nurturing business relationships, retaining and expanding our clients foot print.

+ An understanding of contract management

+ Deep understanding of the Healthcare Industry with applicability to payer, provider and vendor organizations.

+ Sufficient technology application or technology product understanding in order to learn and understand software products at a detailed level.

+ Understanding of enterprise software deployment a plus Strong communication skills, relationship building and conflict management skills.

+ Good listening skills.

+ Ability to multi-task and prioritize.

**Other Knowledge, Skills, Abilities or Certifications** :

+ Extensive knowledge of vendor, payer and provider departments and use of clinical software

+ High-level analytical capabilities. Handles complexity and deep understanding of selling value and negotiation skills with extreme drive and energy. Collaborative, creative with deep sales experience.

+ Strong people management skills and the ability to engage organizations to accomplish enterprise goals. A “roll up your sleeves” sales director. Highly effective worker and an unselfish team-player with an internal locus of control.

**TRAVEL REQUIREMENTS**

+ Up to 25% travel may be required

**Compensation:**

Target salary range CA, CT, CO, HI, NY, WA: $117,500-$164,700

This role is eligible for Commission.

**Additional Information** :

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

financial analyst.

+ harrisburg , pennsylvania

+ posted today

**job details**

summary

+ $24 - $28 per hour

+ temporary

+ bachelor degree

+ category business and financial operations occupations

+ referenceAB_4603414

job details

Randstad Finance and Accounting is currently seeking an experience Financial Analyst for a Harrisburg based opportunity. This is a contract position lasting at least one month, with the possibility of extension. Core function is compiling, analyzing, and reporting financial, operational, and banking data to support the client's needs. Candidates must have advanced Excel skills - evaluation to be administered. Qualified candidates should be sent to jaimie.lee@randstadusa.com for immediate consideration.

salary: $24 - $28 per hour

shift: First

work hours: 8 AM - 5 PM

education: Bachelors

Responsibilities

+ Compile, analyze, and report banking, operational, and financial data using various systems and reporting tools

+ Assist in developing and maintaining reporting templates and support financial analysis

+ Help implement new tools and technology to improve data analysis and reporting within banking and financial trends

+ Manage and provide support for the employee expense reimbursement system

+ Communicate analysis results clearly and follow sustainability and safety guidelines

Skills

+ Advanced Excel (3 years of experience is required)

+ Financial Analysis (3 years of experience is required)

Qualifications

+ Years of experience: 3 years

+ Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

This posting is open for thirty (30) days.

**get in touch**

we are here to help you with your questions.

JL

**jaimie lee**

+ +1 717 232 5602 (tel:+1 717 232 5602)

+ jaimie.lee@randstadusa.com

**Position Overview**

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success.

As an Asset & Liability Management (ALM) Associate, you will be based in Pittsburgh, PA. This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager’s discretion. Position will be in the office four days per week, Monday - Thursday.

This is a quantitative developer (Desktop/Cloud) position within the investment management arm of PNC’s fixed income portfolio (ALM Investments). Developer will have the opportunity to work directly with traders, portfolio managers and the Enterprise Chief Investment Officer. The ideal candidate will have a well-rounded skill set that includes cloud (Kubernetes/AWS) infrastructure, computer science aptitude, finance/accounting and fixed income knowledge, interpersonal skills, and the ability to provide simple/practical solutions for improving investment performance and risk management. A successful candidate will have an opportunity to develop in-depth knowledge in PNC IT Infrastructure, Software Development Cycle, Cloud technology, fixed income market operations, treasuries, Mortgage Servicing Rights, structured products, and interest rates derivative products (Swaps, futures, options, treasuries, Residential/Commercial Mortgage, Asset Backed Securities, and corporate/municipals bonds).

Preferred skills:

A computer science/math/engineering focused degree is preferred.

• Willingness to learn new programming languages, frameworks, technologies stack.

• DevOps Skills

• Git commands, git pull/push, forking, branching strategy. GitOps, Environment promotion processes

• languages in, Golang, Bash, C/C++, Python (Pandas, Numpy, SciPy, Scikit-learn)

• Understanding of different frameworks

• Continuous Integration/Delivery Deployment pipeline (Jenkins preferred)

• Experience in docker and container application development (Kubernetes/OpenShift preferred, Helm Charts preferred)

• Application Unit testing, performance monitoring, and other testing

• Project technical documentation. Maintaining high standards of code quality

• Database experience in Microsoft SQL, Oracle

• Interest in Fixed income products, interest rate products and derivatives

• Ability to summarize ideas and present to management

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

**Job Description**

+ Using independent judgment and discretion, assists in performing transaction and portfolio level analysis, conducting research and preparing reports. Performs due diligence and statistical analysis related to portfolio management.

+ Analyzes and understands financial instruments for the bank's investment portfolio, including research and collection of relevant information based on independent judgment.

+ Develops and maintains management reports that help the group meet their goals and directives. These reports are used for internal management to help establish the risk position of the organization.

+ Administers and performs defined processes and procedures.

+ Develops a practical understanding of markets and macroeconomics to be used in analysis of the ALM function.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

**Qualifications**

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

**Preferred Skills**

Asset Allocation, Auditing Operations, Business Case Analyses, Credit Risk Analysis, Data Analytics, Data Visualization, Decision Making, Investments, Market Research

**Competencies**

Accuracy and Attention to Detail, Asset and Liability Management (ALM), Business Acumen, Derivatives, Effective Communications, Financial Analysis, Industry Knowledge, Investment Performance Measurement, Investment Reporting, Pricing Models and Analytics

**Work Experience**

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

**Education**

Bachelors

**Certifications**

No Required Certification(s)

**Licenses**

No Required License(s)

**Benefits**

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility*: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncbenefits.com > New to PNC.

_*For more information, please click on the following links:_

Time Away from Work (https://www.pncbenefits.com/timeaway.html)

_PNC Full-Time Benefits Summary_

PNC Part-Time Benefits Summary (https://www.pncbenefits.com/ft-benefits-overview.html)

**Disability Accommodations Statement**

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

**Equal Employment Opportunity (EEO)**

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

**California Residents**

Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

**WHO WE ARE**

As the nation's largest producer of clean, carbon-free energy, Constellation is focused on our purpose: accelerating the transition to a carbon-free future. We have been the leader in clean energy production for more than a decade, and we are cultivating a workplace where our employees can grow, thrive, and contribute.

Our culture and employee experience make it clear: We are powered by passion and purpose. Together, we're creating healthier communities and a cleaner planet, and our people are the driving force behind our success. At Constellation, you can build a fulfilling career with opportunities to learn, grow and make an impact. By doing our best work and meeting new challenges, we can accomplish great things and help fight climate change. Join us to lead the clean energy future.

**TOTAL REWARDS**

Constellation offers a wide range of benefits and rewards to help our employees thrive professionally and personally. We provide competitive compensation and benefits that support both employees and their families, helping them prepare for the future. In addition to highly competitive salaries, we offer a bonus program, 401(k) with company match, employee stock purchase program; comprehensive medical, dental and vision benefits, including a robust wellness program; paid time off for vacation, holidays, and sick days; and much more.

**Annual starting salary from** $67,000, varies based on experience, along with comprehensive benefits package that includes bonus and 401(k).

**The Finance organization stands committed to the Constellation purpose and is looking to attract the talent to help us reach our goals, live our common behaviors, and work toward our vision. We’re seeking a cohort of Associates who are excited to be a part of the climate changes ahead of us and will have the opportunity to be hired into entry level openings in the following areas:**

• Financial Planning & Analysis

• Controllership (Accounting)

• Risk Management

• Treasury

• Internal Audit/Financial Controls

• Tax

You’ll be exposed to various aspects of the business, receive unique development opportunities, and have the ability to move to different functional areas as you progress in your career with the company.

**MINIMUM QUALIFICATIONS:**

• Expected graduation date May/June 2025 with a degree in Finance, Accounting, Business Management, Economics or other relevant major

• Minimum GPA: Cumulative 3.2

• A track record of outstanding academic performance

• Eagerness to contribute in a team-oriented environment

• Ability to work creatively and analytically in a problem-solving environment

• Excellent leadership, communication (written and verbal) and interpersonal skills

**PREFERRED QUALIFICATIONS**

MBA/CPA

Constellation is proud to be an equal opportunity employer and employees or applicants will receive consideration for employment without regard to: age, color, disability, gender, national origin, race, religion, sexual orientation, gender identity, protected veteran status, or any other classification protected by federal, state, or local law.

Beemac Logistics is looking to build our Salesforce! We need dynamic, competitive, and entrepreneurial minded individuals who are motivated by unlimited earning potential. This is a unique inside sales position with the ability to make a SIX-FIGURE income in as little as 18 months! It is an opportunity to grow a book of business and build meaningful relationships in the transportation logistics industry. In this role you can earn cash bonuses, become a Vice President, and work from home days possible after achieving sales goals and KPIs benchmarks.

What makes a successful Account Executive:

+ You will act as a business owner, entrepreneur and customer service specialist determined to build your own book of business by being the single point of contact for all your customer’s needs.

+ Utilizing expert oral and written communication skills to build and maintain positive relationships with new and existing customers.

+ Partnering with sales leadership and wanting to “think outside the box” to create strategies for prospecting new business.

+ Using your personality and possessing positive energy to impact others and your working environment.

+ Enjoy working as a team in a very fast paced environment to deliver value added solutions.

+ Practicing effective time management to organize your day and avoid getting easily distracted.

+ Being an inquisitive, quick learner and paying attention to small details.

+ Never settle! Be competitive and willing to take initiative to put your customers first.

+ Most of all, have the drive to grow your book of business continually and consistently!

Day to Day Functions:

+ Prospect new business and forge new relationships daily.

+ Work with operations to build and track loads.

+ Negotiate rates with carrier partners and valued clients.

+ Utilize multiple forms of communication such as telephone, e-mail, instant messenger, and other support software.

What you need to bring to the table:

+ You must be able to work full-time Monday through Friday.

+ A detailed career development program that offers incentives and rewards in the following areas: income, job title, time-flexibility plus education/training.

+ A College Degree is preferred. However, relevant advanced sales or industry experience will be considered.

+ Previous sales or customer service experience preferred.

+ Must possess the qualities of an entrepreneur with strong independent and teamwork skills.

+ High energy and enthusiasm.

+ Driven by a high moral and ethical compass.

+ Willingness to conduct and build your business confidently over the telephone and face-to-face.

Why you should join us:

+ We are growing at a fast pace with consistent year over year revenue increases of more than 100%.

+ We offer a dynamic/progressive company culture that values our employees as our greatest assets.

+ Our industry experienced supervisors and managers act as advocates and coaches rather than bosses.

+ We believe that “Relationships Move Loads.” Simply put, when YOU SUCCEED, WE ALL SUCCEED!

The Many Benefits of Beemac:

+ ​​​Competitive Base Salary and Uncapped Commission Potential: We offer a competitive base salary that is commensurate with your experience and expertise in the field. You have the opportunity to earn uncapped commissions, providing limitless earning potential based on performance.

+ Paid Time Off: We offer paid time off and paid vacation holidays, allowing you to recharge and spend quality time with family and friends.

+ Full Health, Dental, and Vision Coverage: Beemac prioritizes the health and well-being of our employees by offering comprehensive health, dental, and vision insurance plans.

+ 401(k) Program with Company Match: Plan for your future with confidence through our 401(k) program, with the added benefit of company matching to help you build a secure retirement fund.

+ Health Savings Account (HSA): Take charge of your healthcare expenses and savings with our Health Savings Account option. This tax-advantaged account allows you to set aside pre-tax dollars for qualified medical expenses, providing flexibility and financial security.

+ Career Growth Opportunities: We believe in investing in our employees' professional development and offer opportunities for career advancement within the company.

+ Legal Assistance/Identity Theft Protection: Access legal assistance and resources to navigate personal legal matters confidently, ensuring your peace of mind. We offer continuous monitoring of your personal information across multiple platforms and databases to detect any suspicious activity.

Beemac Accomplishments & Company Awards:

+ Ranked 51st Top Freight Brokerage Firms in the U.S. by Transport Topics 2024.

+ Ranked in the "Top 10" Flatbed/Heavy Specialized Carrier in the U.S. by Transport Topics 2023.

+ Named in the 2023 Pittsburgh Business Times “Fast 50.”

+ Named a winner of the Pittsburgh Post-Gazette’s “Top Workplaces 2023” Award.

+ Ranked No. 2972 on the Inc. 5000 list 2023.

Powered by JazzHR

Beemac Logistics is looking to build our Salesforce! We need dynamic, competitive, and entrepreneurial minded individuals who are motivated by unlimited earning potential. This is a unique inside sales position with the ability to make a SIX-FIGURE income in as little as 18 months! It is an opportunity to grow a book of business and build meaningful relationships in the transportation logistics industry. In this role you can earn cash bonuses, become a Vice President, and work from home days possible after achieving sales goals and KPIs benchmarks.

What makes a successful Account Executive:

+ You will act as a business owner, entrepreneur and customer service specialist determined to build your own book of business by being the single point of contact for all your customer’s needs.

+ Utilizing expert oral and written communication skills to build and maintain positive relationships with new and existing customers.

+ Partnering with sales leadership and wanting to “think outside the box” to create strategies for prospecting new business.

+ Using your personality and possessing positive energy to impact others and your working environment.

+ Enjoy working as a team in a very fast paced environment to deliver value added solutions.

+ Practicing effective time management to organize your day and avoid getting easily distracted.

+ Being an inquisitive, quick learner and paying attention to small details.

+ Never settle! Be competitive and willing to take initiative to put your customers first.

+ Most of all, have the drive to grow your book of business continually and consistently!

Day to Day Functions:

+ Prospect new business and forge new relationships daily.

+ Work with operations to build and track loads.

+ Negotiate rates with carrier partners and valued clients.

+ Utilize multiple forms of communication such as telephone, e-mail, instant messenger, and other support software.

What you need to bring to the table:

+ You must be able to work full-time Monday through Friday.

+ A detailed career development program that offers incentives and rewards in the following areas: income, job title, time-flexibility plus education/training.

+ A College Degree is preferred. However, relevant advanced sales or industry experience will be considered.

+ Previous sales or customer service experience preferred.

+ Must possess the qualities of an entrepreneur with strong independent and teamwork skills.

+ High energy and enthusiasm.

+ Driven by a high moral and ethical compass.

+ Willingness to conduct and build your business confidently over the telephone and face-to-face.

Why you should join us:

+ We are growing at a fast pace with consistent year over year revenue increases of more than 100%.

+ We offer a dynamic/progressive company culture that values our employees as our greatest assets.

+ Our industry experienced supervisors and managers act as advocates and coaches rather than bosses.

+ We believe that “Relationships Move Loads.” Simply put, when YOU SUCCEED, WE ALL SUCCEED!

The Many Benefits of Beemac:

+ ​​​Competitive Base Salary and Uncapped Commission Potential: We offer a competitive base salary that is commensurate with your experience and expertise in the field. You have the opportunity to earn uncapped commissions, providing limitless earning potential based on performance.

+ Paid Time Off: We offer paid time off and paid vacation holidays, allowing you to recharge and spend quality time with family and friends.

+ Full Health, Dental, and Vision Coverage: Beemac prioritizes the health and well-being of our employees by offering comprehensive health, dental, and vision insurance plans.

+ 401(k) Program with Company Match: Plan for your future with confidence through our 401(k) program, with the added benefit of company matching to help you build a secure retirement fund.

+ Health Savings Account (HSA): Take charge of your healthcare expenses and savings with our Health Savings Account option. This tax-advantaged account allows you to set aside pre-tax dollars for qualified medical expenses, providing flexibility and financial security.

+ Career Growth Opportunities: We believe in investing in our employees' professional development and offer opportunities for career advancement within the company.

+ Legal Assistance/Identity Theft Protection: Access legal assistance and resources to navigate personal legal matters confidently, ensuring your peace of mind. We offer continuous monitoring of your personal information across multiple platforms and databases to detect any suspicious activity.

Beemac Accomplishments & Company Awards:

+ Ranked 51st Top Freight Brokerage Firms in the U.S. by Transport Topics 2024.

+ Ranked in the "Top 10" Flatbed/Heavy Specialized Carrier in the U.S. by Transport Topics 2023.

+ Named in the 2023 Pittsburgh Business Times “Fast 50.”

+ Named a winner of the Pittsburgh Post-Gazette’s “Top Workplaces 2023” Award.

+ Ranked No. 2972 on the Inc. 5000 list 2023.

Powered by JazzHR

Wealth Management Client Associate

Camp Hill, Pennsylvania

**Job Description:**

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective

**Job Description:**

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

**Responsibilities:**

+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings

+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests

+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk

+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA

+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

**Skills:**

+ Account Management

+ Client Management

+ Customer and Client Focus

+ Issue Management

+ Oral Communications

+ Business Development

+ Client Solutions Advisory

+ Pipeline Management

+ Prioritization

+ Administrative Services

+ Emotional Intelligence

+ Referral Identification

+ Written Communications

**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

37.5

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the LA County Fair Chance Ordinance .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Financial Solutions Advisor Registration Candidate - Consumer Investments - Waterfront Financial Center

Homestead, Pennsylvania

**Job Description:**

At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s **Advisor Development Program** and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning **Academy at Bank of America** , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. **The Academy** offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

As a **Financial Solutions Advisor Stage I (FSA I)** , your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials , Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

**We’ll help you**

• **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.

• **Get training and one-on-one coaching** from Academy managers who are invested in your success.

• **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

• **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 30 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role.

• **Build your network.** Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

• **Provide end-to-end comprehensive advice,** deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.

• **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

**As a Financial Solutions Advisor Stage I, you can look forward to**

• Unlimited potential for financial growth.

• A strong referral base from across the business through our relationship with one in every two households.

• Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.

• Robust marketing support to reach wider audiences with greater appeal.

• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

**We’re a culture that**

• Believes in responsible growth and has a proven dedication to supporting the communities we serve.

• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

**Required skills:**

• Sets and accomplishes goals, achieving whatever you put your mind to.

• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.

• Communicates clearly and confidently with clients from all walks of life.

• Works well with others and collaborates productively to get things done.

• Can manage complexity, prioritize tasks and execute in a fast-paced environment.

• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.

• Efficiently manages your time and capacity.

• Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

**Desired skills:**

• Strong computer skills with an ability to multitask in a demanding environment.

• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the LA County Fair Chance Ordinance .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Financial Counselor I - Sechler Family Cancer Center - Day

Location: WellSpan Health, Lebanon, PA

Schedule: Full Time

Hours

Full-Time: 80 Hours/Biweekly

General Summary

Provides financial case management for patients and their families. Evaluates and coordinates a variety of options for managing personal finances to ensure patient's ability to pay for medical services provided. Interviews patients or responsible person/agency to obtain insurance information, arrange methods of payment, recover outstanding balances, and prescreen for ability to pay. Provides counseling to patient and family regarding available financial resources and assistance. Advises applicants for uncompensated care and public assistance on procedures for participation in existing programs. Assists or refers patients to appropriate resources for assistance in completion and submission of applications for public assistance or uncompensated care. Performs a variety of functions including, but not limited to, account follow up, phone queue management, insurance and general billing requirements, registration, answering inquiries, resolving problems, and interacting with the patient, authorized representative, county assistance office, insurance company, attorney, and others to achieve payment or resolution of accounts in accordance with current government and payer regulations. Represents the company in a professional manner using excellent customer service practices, adherence to policies and standards of work in the performance of all duties. This position may offer the option to work from home.

Duties and Responsibilities

Essential Functions:

+ Interviews patients or responsible individual(s) to determine present and future financial status and ability to pay medical and/or personal obligations.

+ Secures information relative to patient's financial status or insurance coverage. May complete insurance forms, verify insurance coverage, and secure other information as needed.

+ Counsels patients requiring external financial assistance, including recommending third parties.

+ Refers patients appropriately for completion of applications for medical assistance.

+ Interacts with collection agencies. Primary focus is current patient balances.

+ Reviews accounts and maintains contact with third parties to ensure timely payments.

+ Completes applications for uncompensated care. Notifies patients of uncompensated care determinations.

+ Follows policy for outstanding current balance collection efforts and reviews accounts on a scheduled basis.

+ Serves as information resource to patients and System staff regarding credit and collection policies, procedures, and payment assistance options.

+ Answers inquiries from patients, doctors' offices or third-party payors and follows through to resolution.

+ Interprets and explains to patients and their families the charges, services, and policies regarding payment of bills.

+ Initiates the process for refund of overpayment to patients, guarantor, or third-party payors after researching to verify credit balance is correct.

+ Completes assigned work queues within designated time.

+ Performs various functions to complete and expedite the billing process including, but not limited to, escalation to billing leadership, recording patient identification data, investigating charges, correcting data, and preparing the claim to bill

+ Resolves billing problems and/or receives insurance updates.

+ Posts all payments and adjustments to the correct patient's account.

+ Completes patient estimates in the work queue and estimate requests per guidelines.

+ Completes review of deceased patient accounts per policy and guidelines.

+ Manages department email and voicemail.

+ Maintains confidentiality and follows HIPAA compliancy.

Common Expectations:

+ Maintains established policies and procedures, objectives, quality assessment and safety standards.

+ Participates in educational programs and training.

+ Provides outstanding service to all customers; fosters teamwork; and practices fiscal responsibility through improvement and innovation.

Qualifications

Minimum Education:

+ High School Diploma or GED Required

Work Experience:

+ 1 year Customer service, healthcare related field. Preferred

+ 1 year Billing experience with high volume. Preferred

Courses and Training:

+ Healthcare terminology. Upon Hire Preferred

Knowledge, Skills, and Abilities:

+ Excellent interpersonal/communications skills, insurance knowledge, computer skills, customer service skills, phone etiquette, and multi-tasking.

+ Proficiency in Microsoft products and virtual meetings.

+ Able to work independently.

Apply Now

You’re unique and you belong here.

At WellSpan Health, we are committed to treating all applicants fairly and equitably, regardless of their job classification. If you require assistance or accommodation due to a disability, please reach out to us via email atcareers@wellspan.org. We will evaluate requests for accommodation on a case-by-case basis. Please note that we will only respond to inquiries related to reasonable accommodation from this email address. Rest assured, all requests for assistance or accommodation are handled confidentially, allowing applicants to share their needs openly and honestly with us.

WellSpan Health is an Equal Opportunity Employer. It is the policy and intention of the System to maintain consistent and equal treatment toward applicants and employees of all job classifications without regard to age, sex, race, color, religion, sexual orientation, gender identity, transgender status, national origin, ancestry, veteran status, disability, or any other legally protected characteristic.

To increase market penetration into a set of target accounts in the food, beverage, and CPG industries. Teradata is looking to add an Account Executive to focus on these key accounts in the United States. The position will be based remotely in the USA. This position requires an experienced sales professional with a proven track record in closing complex analytics sales through consultative selling, and success in winning new customers. This role will be responsible for direct sales (orders and revenue) into named new accounts within Canada within these sectors, with responsibility for the sales of Teradata solutions, including Hardware and Software, Applications, Professional Services, Customer Services solutions, Education, and Managed Services.

**What You'll Do**

+ Achieve assigned Order and Revenue Quota.

+ Win new accounts in the Data Warehouse and Analytics sector in the USA

+ Capitalize on industry knowledge and contacts to uncover business issues within prospects

+ Effectively advise and influence customers through consultative selling techniques

+ Articulate the proposed solution in terms of ROI to the prospect

+ Utilize team members including post-sales delivery professionals, pre-sales technical professionals, and management to achieve business objectives

+ Rely on excellent leadership and interpersonal skills to initiate and maintain executive-level interaction and customer satisfaction

+ Develop new business opportunities and close new account business

+ Close profitable Teradata data warehouse solution business incorporating hardware, software, professional services, and customer services

+ Understand and articulate the value of Teradata Professional Services

+ Complete all required ongoing product and solution training within the timeframes identified for each course.

+ Maintain a detailed tracking of all prospect activities for weekly review with management.

+ Use Teradata sales tools to manage customer contacts

+ Use Teradata sales tools to track opportunities, deal value, estimated close dates, and selling phase

+ Provide monthly reporting of activities and Sales Outlook Forecast to management

**What Makes You A Qualified Candidate**

+ Bachelor’s degree in a business-related field (Marketing, Sales, Management, Communications)

+ Proven multi-year track record in working in complex, multi-million-dollar opportunities in major customer organizations within Canadian top accounts.

+ Demonstrated success in developing and managing a large account relationship.

+ Demonstrated success in selling Hadoop, data warehouse solutions, big data and deep analytics concepts, Business Intelligence and or ETL solutions.

**What You'll Bring**

+ A successful candidate should be driven, creative, a self-starter and a strategic thinker. The candidate must possess the ability to lead, advise, and advocate for customers.

+ Familiarity with similar solutions from Oracle, IBM, SAS, and SAP.

+ Sales-level familiarity with technical aspects of computer hardware and software, and current trends in computing.

+ Experience in selling and articulating the value of Professional Services and Managed Services (Outsourcing).

+ Must be competent in Microsoft Office (Word, Excel, PowerPoint & Outlook).

+ Outstanding presentation skills

+ A self-starter, able to work independently and rapidly understand the Teradata Value Proposition and Solutions.

+ Proven ability to interact effectively with ‘C’ and VP-level executives

**Why We Think You’ll Love Teradata**

We prioritize a people-first culture because we know our people are at the very heart of our success. We embrace a flexible work model because we trust our people to make decisions about how, when, and where they work. We focus on well-being because we care about our people and their ability to thrive both personally and professionally. We are an anti-racist company because our dedication to Diversity, Equity, and Inclusion is more than a statement. It is a deep commitment to doing the work to foster an equitable environment that celebrates people for all of who they are.

**Our Company**

At Teradata, we believe that people thrive when empowered with better information. That’s why we built the most complete cloud analytics and data platform for AI. By delivering harmonized data, trusted AI, and faster innovation, we uplift and empower our customers—and our customers’ customers—to make better, more confident decisions. The world’s top companies across every major industry trust Teradata to improve business performance, enrich customer experiences, and fully integrate data across the enterprise.

Teradata invites all identities and backgrounds in the workplace. We work with deliberation and intent to ensure we are cultivating collaboration and inclusivity across our global organization.

​

We are proud to be an equal opportunity and affirmative action employer. We do not discriminate based upon race, color, ancestry, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related conditions), national origin, sexual orientation, age, citizenship, marital status, disability, medical condition, genetic information, gender identity or expression, military and veteran status, or any other legally protected status.

Pay Rate: 257200.0000 - 321800.0000 - 386400.0000 On-Target Earnings

Starting pay for the successful applicant will depend on geographic location, internal equity, job-related knowledge, skills, and candidate experience. Learn more about Teradata’s competitive Total Rewards package at https://www.teradata.com/About-Us/Careers/Benefits