Client Financial Resources Specialist (Non-Profit)
UNAVAILABLE
Woods Services in Langhorne, PA, seeks a Financial Resources Specialist to administer client accounts, savings and incidental accounts, and manage Social Security transactions and entitlements within our nonprofit health and support network. Reporting to the Controller, you will oversee monthly closings, ensure timely charges, coordinate with Revenue Cycle Management, and support guardians and families while promoting accuracy and compliance across the Woods systems. #J-18808-Ljbffr UNAVAILABLE
Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Client Financial Resources Specialist (Non-Profit) in Middletown, NJ vacancy
- Woods Services in the United States seeks a Financial Resources Specialist to administer client accounts, savings, and related entitlements. You will oversee transactions, manage funds in debit systems, and ensure accurate, timely postings in Woods’ accounting platforms...Suggested
$50k - $60k
...Under the direction of the Controller, the Financial Resources Specialist will be responsible for the administration of client accounts, including related saving accounts... ...Services is a Pennsylvania and New Jersey-based non-profit population health network and advocacy...SuggestedContract work- The Client Financial Coordinator is responsible for processing and monitoring fund requests, generating daily, weekly and monthly annual... ...available, criteria for eligibility, and ways to access these resources. Assists clients with the process of obtaining needed...SuggestedWork experience placementShift work
- The Client Financial Coordinator is responsible for processing and monitoring fund requests, generating daily, weekly and monthly annual... ...available, criteria for eligibility, and ways to access these resources. Assists clients with the process of obtaining needed...SuggestedPart time
- ...This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts... .... The role emphasizes education, professionalism, and ethical client engagement. Position Overview This position centers on...SuggestedRemote workFlexible hours
- ...Red Bank, NJ is hiring for a customer-focused role that engages clients in the lobby and educates them on self-service banking options.... ...conversational discovery, and connecting clients with suitable financial solutions. Ideal candidates have strong communication, sales...Weekend work
- ...experience through proactive outreach. The role focuses on servicing existing customers, onboarding new clients, and coordinating with internal partners to meet financial goals. The position requires strong communication, customer service, and product knowledge, with a...
- Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured environment focused on delivering financial education through virtual engagement....Remote workFlexible hours
- A leading financial services organization in Middletown Township seeks professionals passionate about financial education to guide individuals... ..., building long-term relationships, and maintaining ethical client interactions. Candidates will enjoy a performance-based...Remote job
- This position centers on financial education delivery and helping individuals understand long-term planning strategies. In this position... .... The role emphasizes education, professionalism, and ethical client engagement. Position Overview This role is designed for professionals...Remote work
- UBS is seeking a Registered Client Associate in Red Bank, NJ to support Financial Advisors by keeping client records up-to-date, educating clients on account services, and preparing materials for meetings. The role requires Series 7 and 66 licenses, 3-5 years of client...
- A growing financial services organization is seeking professionals for a rewarding role that offers opportunities for career growth and leadership development. The position focuses on delivering structured financial education and guiding individuals through a standardized...Remote jobFlexible hours
$76.5k - $127.5k
...Premier Client Banker At PNC, our people are our greatest differentiator and competitive... ...and growth. Manages risk and maximizes profitability for entire portfolio of clients.... ...experience in every interaction. Delivers Financial Wellness by proactively suggesting...Full timeTemporary workPart timeWork experience placementWork at office- Bank of America is hiring a client-focused representative to assist clients in the lobby, educate them on self-service resources, and process cash transactions accurately. You will build relationships to understand financial needs and connect clients to suitable solutions...Weekend work
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...and network to build your business and client base Develop and execute on a... ...business. In fact, you’ll find diverse resources across our culture to ensure that you experience...Full timeInternshipLocal areaFlexible hours- ...A leading financial services organization is looking for a Financial Services Specialist to deliver virtual financial education nationwide. The role involves conducting education sessions, communicating financial concepts clearly, and maintaining compliance standards....Remote workFlexible hours
- ...Professional in Hazlet Township, NJ. You will prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and provide clear recommendations, supported by our training and technology. This in-person role offers...Hourly paySeasonal work
- ...Chase seeks a Relationship Banker to represent the Chase brand in a branch, acquiring, managing, and retaining client relationships with tailored financial solutions. You will use cutting-edge technology and provide hospitable, knowledgeable service to help clients achieve...Weekend workAfternoon shift
- H&R Block in New York is seeking a Seasonal Experienced Tax Professional to prepare accurate returns, interview clients, and identify tax savings opportunities. You will deliver personalized guidance and build lasting client relationships, backed by comprehensive training...Seasonal workWork at officeLocal area
- A healthcare solutions provider based in Red Bank, NJ is seeking a Patient Resolution Specialist to manage inbound and outbound calls from patients, ensuring payment collection and resolving inquiries. Candidates should have a high school diploma and at least 5 years of...
- ...United States is seeking a customer-focused team member to welcome clients in the lobby and assist with self-service transactions through... ...engage clients in meaningful conversations to understand their financial priorities and guide them toward suitable solutions. This role...
- ...opportunities through proactive outreach. You will open accounts, assess opportunities, and partner with teams to present suitable financial solutions. The role emphasizes customer service, sales discipline, and adherence to KYC/CIP procedures while supporting branch...
- A leading financial services organization is seeking a Financial Services Specialist to provide structured financial education through virtual engagement. No previous experience is required, as comprehensive training and licensing support will be provided. The role emphasizes...Remote jobFlexible hours
- Brookdale Community College seeks a FAFSA Coach to guide students, families, and community members through the financial aid process. You will help with FAFSA, NJ Alternative Financial Aid Application, and related documentation while delivering workshops and outreach across...Local areaWeekend workAfternoon shift
- We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide. This role supports a professional, structured environment focused on delivering financial education through virtual engagement. The position is well...Remote workFlexible hours
- ...dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to... ...and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected...Full timeWork experience placementWork at officeLocal areaFlexible hours
$103k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining...$95k - $250k
...Integrated Financial Concepts Red Bank, NJ, US Are you an experienced financial advisor who... ...excellent service to help your clients meet their financial goals? If so, we are... ...to comprehensive support, training, and resources to establish and grow your practice. We...- Business and Financial Analyst Concurrent Technologies Corporation... ...for a diverse set of clients. The Business and... ...to optimize profitability. Conduct detailed profitability... ...Procurement, and Human Resources to optimize personnel utilization and non-labor cost forecasting....Work experience placementWork at officeRemote workFlexible hours
$95k - $250k
...Integrated Financial Concepts Red Bank, NJ, US We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals... ...comprehensive support, training, and resources to establish and grow your practice....
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Financial Resources Specialist (Non-Profit). Be the first to apply!
Related searches
- insurance customer service advisor Middletown, NJ
- customer success associate Middletown, NJ
- manufacturing customer service representative Middletown, NJ
- customer service attendant Middletown, NJ
- client service consultant Middletown, NJ
- customer associate Middletown, NJ
- customer support specialist Middletown, NJ
- customer service officer Middletown, NJ
- customer service rep remote Middletown, NJ
- customer advisor Middletown, NJ



