Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Finance Operations Specialist: Client Data & Compliance

The Recruitment Council

A financial services company is seeking a motivated Financial Operations Specialist to join their dynamic team in Wisconsin. In this role, you will ensure precise processing of client instructions and uphold high standards of service. Ideal candidates will have a background in financial administration and strong Excel skills. This position requires attention to detail and effective collaboration with various teams. #J-18808-Ljbffr The Recruitment Council

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Finance Operations Specialist: Client Data & Compliance in Wisconsin vacancy
  •  ...seeking an experienced investment operations professional to resolve...  ...accounts, and ensure compliance. You will collaborate with home...  ...office leaders, field staff, and specialists to process trades, manage system access, and respond to client needs with accuracy. The... 
    Suggested
    Remote job
    Home office

    Northwestern Mutual

    Franklin, WI
    3 days ago
  •  ...detail-oriented Financial Operations Specialist to join our dynamic...  ...impact their clients and business partners...  ...standards of service and compliance, maintaining the integrity...  ...FICA, POPIA, FATCA). Data Integrity &...  ...preferably in Commerce or Finance. Previous administrative... 
    Data
    Work at office

    The Recruitment Council

    Wisconsin
    1 day ago
  • Mercer is seeking a Sr Health Actuarial Consultant to lead client engagements on health benefits strategy, including financial projections...  ...and associates. The role emphasizes actuarial soundness, data-driven analysis, and effective client communication. A BA/BS in... 
    Data

    NACBA

    Wisconsin
    3 days ago
  •  ...Financial Aid Operations SpecialistThe Financial Aid Operations Specialist supports the technical and processing functions of...  ...financial aid regulations, maintaining compliance, and enhancing workflow...  ...managing application processing, data integrity, award calculation, and... 
    Data
    Permanent employment
    Work at office
    Monday to Friday

    Waukesha County Technical College

    Pewaukee, WI
    2 days ago
  •  ...solutions to meet our clients' unique needs for over...  ...wastewater engineering and operations. The Probst Group is...  ...Wastewater Operations Specialist on the Technical...  ...lab support, analyzing data, creating documentation...  ...systems that maintain compliance with wastewater permits... 
    Data
    Work experience placement
    Work at office

    Probst Group

    Bay City, WI
    5 days ago
  • Overview The Financial Aid Operations Specialist supports the technical and processing functions of...  ...aid regulations, maintaining compliance, and enhancing workflow efficiency. The...  ...for managing application processing, data integrity, award calculation, and regulatory... 
    Data
    Permanent employment
    Work at office
    Monday to Friday

    Waukesha County Technical College

    Pewaukee, WI
    1 day ago
  • $88.8k - $165.6k

     ...assigned portfolio of clients. Makes credit decisions...  ...recommendations in compliance with bank policies and...  ...regulatory standards, and operational guidelines.Serves as a...  ...timely and accurate data entry into BMO's systems...  ...Administration, Finance and Accounting preferred... 
    Data
    Full time
    Contract work
    Part time
    Work experience placement
    Work at office
    Local area

    BMO Bank

    Milwaukee, WI
    2 days ago
  •  ...Role As a Human Resources (HR) Operations Specialist, you’ll be the first point...  ...experts by maintaining data integrity, testing system changes...  ...submit reports to ensure compliance with government and industry...  ...You’ll Bring to Baird Strong client service orientation with a commitment... 
    Data
    Work at office
    Remote work
    Monday to Friday

    Robert W. Baird & Co. Incorporated

    Milwaukee, WI
    3 days ago
  • $15 per hour

     ...HR Coordinator is the operational backbone of the HR team...  ...(HR) Operations Specialist.As a Human Resources (...  ...yearly Full-time Our client is a long-established,...  ...Responsibilities Documentation & Compliance Prepare disciplinary...  ...HR Systems & Data Integrity Enter and update... 
    Data
    Hourly pay
    Full time
    Part time
    Local area
    Immediate start
    Remote work
    Work from home
    1 day per week

    UPS US

    Elm Grove, WI
    5 days ago
  •  ...its Federal and Commercial clients. Driven by a team of subject...  ...fill our open position as an Operations Specialist. If you’re interested in working...  ...and customers to maintain data integrity, support financial...  ..., invoicing, and contract compliance activities. Prepare customer... 
    Data
    Contract work
    Work at office

    Amatriot Group, LLC

    Wisconsin
    2 days ago
  • $56.64k

     ...Northwestern Mutual’s Investment Operations team supports the management...  ...holdings, and critical data attributes to ensure accuracy...  ...Collaborate with teams across Finance and Risk and Institutional Investments...  ...-class company that puts our clients' interests at the center of... 
    Data
    Home office

    Northwestern Mutual

    Milwaukee, WI
    4 days ago
  •  ...enables us to support clients such as Stash,...  ...securities industry operates by reinventing the...  ...for an Operations Specialist to join our...  ...Supervisory Oversight and Compliance On a daily basis,...  ...; a degree in Finance, Business, Economics...  ...a strong plus for data queries and reconciliation... 
    Data
    Work at office
    Immediate start
    Work from home
    Shift work

    PEAK6

    Wisconsin
    5 days ago
  • $60k - $65k

     ...Security Operations Analyst Req number: R8389 Employment type...  ...to power the possible for our clients, colleagues, and communities....  ...and business processes for compliance with security policies and recommend...  ...findings Analyze security data, reports, and metrics to... 
    Data
    Full time
    Contract work
    Apprenticeship
    Work at office
    Local area
    Remote work
    Worldwide

    CAI

    Madison, WI
    4 days ago
  • $65k - $75k

     ...length. Conduct in-depth analyses of operational security data sourced from Endpoint Detection and Response...  ...strict confidentiality and ensuring compliance with institutional security policies....  .... ETS consists of five core units: Client Services, Network Services,... 
    Data
    Full time
    Work at office
    Remote work
    Afternoon shift

    The University of Vermont

    Wisconsin
    3 days ago
  •  ...planning, forecasting, and financial analysis for our clients. You will translate complex data into actionable narratives for client leadership in a fast...  ..., and dashboards, with collaboration across client finance, accounting, and executive teams. Rolling applications,... 
    Data

    512 Financial LLC

    Wisconsin
    4 days ago
  •  ...Analyst Type: Full Time Our Client is seeking a detail-...  ...business units to understand operational drivers and provide...  ...projections and provide data‑driven recommendations. Ensure compliance with accounting policies...  ...Requirements Bachelor’s degree in Finance, Accounting, Business... 
    Data
    Full time

    SoTalent

    Milwaukee, WI
    1 day ago
  • $160k - $240k

     ...problems related to the Company's operation.Keep up to date on current...  ...the use of quantitative data and analysis; leverages strong...  ...and overall quality.Insurance Finance & Actuarial Acumen: Applies knowledge...  ...-class company that puts our clients' interests at the center of... 
    Data
    Full time

    Northwestern Mutual

    Milwaukee, WI
    3 days ago
  • $23.11 per hour

    About the Job About the Job The New Accounts team within Investment Client Services supports our field partners and clients by completing...  ...judgment, and strict adherence to confidentiality and client data privacy standards. What You'll Do Deliver a personalized and remarkable... 
    Data
    Home office

    Northwestern Mutual

    Franklin, WI
    4 days ago
  • $212k - $318k

     ...is open. Our Actuarial & Financial Group (AFG) provides our clients with high-quality actuarial services aligned to their strategic...  ...Strong analytical skills and the ability to interpret complex data What makes you stand out: Demonstrated success in business... 
    Data
    Minimum wage
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week
    1 day per week

    NACBA

    Wisconsin
    3 days ago
  •  ...The Client Operations Manager is responsible for increasing client satisfaction and service by...  ...structured analysis of various types of data. Partner with shared services to mitigate...  ...to increase operational efficiency, compliance, service and overall client satisfaction... 
    Data
    Local area

    Cielo

    Wauwatosa, WI
    3 days ago
  •  ...power for applications including data centers, microgrids, grid...  ...energy and gas compression. INNIO operates a global installed base...  ...is seeking an HR Operations Specialist to join our growing HR team....  ...process HR documentation in compliance with company policies and procedures... 
    Data
    Internship
    Worldwide
    Flexible hours

    INNIO Group

    Waukesha, WI
    3 days ago
  • $23 - $24 per hour

     ...Summary The primary focus of an Operations Assistant I is to provide...  ...operations team in servicing client accounts and fulfilling operational...  ...processes, systems, and compliance requirements. As an Operations...  ...client onboarding. Maintain data integrity across systems (... 
    Data
    Temporary work
    Work at office
    Local area
    Monday to Friday

    Merceradvisors

    Springfield, WI
    1 day ago
  • Lone Star College-System Office is seeking a Business Operations Professional, EVCO to support budget management, external vendor relationships...  ...and SOP improvements. You will generate reports, ensure compliance with regulations, and provide training and support to campus... 
    Work at office

    Lone Star College

    Wisconsin
    5 days ago
  •  ...Senior Operations Program SpecialistThe Senior Operations Program Specialist provides administrative and operational support for...  ..., contract grower activities, compliance schedules, and operational reporting...  ..., production forecasting data, alarm call lists, emergency contacts... 
    Data
    Contract work
    Work experience placement
    Work at office

    Daybreak Foods

    Lake Mills, WI
    2 days ago
  •  ...Company: Acts Housing Job: Program Operations Specialist Location: Milwaukee, WI Employment Type: Full-Time Work Location: Hybrid...  ..., onboarding and training systems, Salesforce data quality, reporting, compliance support, and quality assurance practices. This position... 
    Data
    Full time
    Local area
    Remote work
    1 day per week

    MRA Recruiting Services

    Madison, WI
    3 days ago
  •  ...backArrow {} img:not(.backArrow) {}IT Operations Specialist WISObjectiveThe IT Operations...  ...measures to protect IT systems and company data.Assist with software application configuration...  ..., Software and application support, Compliance with IT policies and standardsEnglish... 
    Data

    Nemak

    Sheboygan, WI
    1 day ago
  •  ...Amentum is seeking an Operations Scheduling Specialist who is highly organized, analytical, and customer...  ...Specialist will: Lead by example and enforce compliance with customer and company policies,...  ..., skills, internal equity, market data, applicable collective bargaining... 
    Data
    Hourly pay
    Full time
    Contract work
    Work at office
    Local area
    Monday to Friday
    Shift work
    Afternoon shift

    Amentum

    Springfield, WI
    4 days ago
  • $19.81 - $24.04 per hour

     ...Deposit Operations Specialist Luxemburg Main - Luxemburg, WI 54217 Overview...  ...exceptions while ensuring compliance and accuracy. Administer...  ...Identification Program (CIP) data for accuracy and compliance....  ...degree in accounting, finance, or a related field preferred... 
    Data
    Hourly pay
    Full time
    Local area

    Bank of Luxemburg

    Luxemburg, WI
    1 day ago
  • $20 per hour

     ...SUMMARY: The People Operations Specialist performs administrative, and operations support to the...  ...Resources Manager. POPS ensures shift compliance with all safety, food safety, quality,...  ...create and interpret bar graphs and data charts. Reasoning Ability Rational... 
    Data
    Hourly pay
    Permanent employment
    Contract work
    Temporary work
    Local area
    Shift work

    Adecco Colombia S.A.

    Denmark, WI
    2 days ago
  • $50k - $60k

     ...Job Description Job Description Operations Specialist Huron Automotive | Green Bay, WI...  ...benefits, payroll, employee documentation, compliance, and internal communications. Marketing...  ..., KPIs, reports, and business data Has strong written and verbal communication... 
    Data
    Work at office
    Monday to Friday
    Flexible hours

    Huron Automotive

    Green Bay, WI
    7 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Finance Operations Specialist: Client Data & Compliance. Be the first to apply!