Impact Finance Operations Specialist — KYC & Accounts
U.S. Bank
U.S. Bank is hiring an Impact Finance Operations Analyst in St. Louis, MO. This role will be the primary contact between Impact Finance and various bank departments, ensuring tax credit clients receive excellent service and support. The ideal candidate will have a Bachelor's in accounting or finance, plus over five years of financial accounting experience. Strong analytical skills and experience with KYC processes are preferred. The position requires on-site work three or more days per week. #J-18808-Ljbffr U.S. Bank
- CAN Capital is looking for an Equipment Finance Operations Specialist who thrives in a fast-paced, detail-driven environment and is committed to... ...accurate notes, documentation, and communication across all accounts and workflows. Manage a full pipeline of tasks...Accounts
- ...professional to serve as a primary contact for Impact Finance operations. This role involves assisting tax credit customers, handling KYC tasks, and ensuring accurate service... ...Candidates should have a Bachelor's degree in accounting or finance, with at least five years in...Suggested
$75.82k - $89.2k
U.S. Bank is looking for an Impact Finance Operations Analyst to serve as the primary daily contact between... ...U.S. Bank teams involved in bank accounts related to tax credit deals. Job Description... ...handling Know Your Customer (KYC) tasks. Act as a liaison between customers...AccountsTemporary workWork experience placement3 days per week$53k - $56k
Focus Financial Partners is looking for an Operations Specialist in St. Louis, Missouri. This role involves supporting a network of advisors and servicing client accounts, requiring effective communication and proficiency in systems like Salesforce. Candidates must have...AccountsWork at officeRemote work$53.5k - $69k
...MO 63146, USA Hybrid Staff Operations, Level 3 Full-Time Requisition... ...issues, the EDI Operations Specialist role might be your ideal next... ...contributions will directly impact the quality of production EDI... ...vision coverage; health savings accounts; 401(k) retirement savings...AccountsFull timeWork at officeWork from home3 days per week- ...the firm's systematic trading for our managed accounts, including rebalancing, client‑initiated... ...fast‑paced environment and solving complex operational exceptions, this is an exciting opportunity to make a meaningful impact. Responsibility Summary Develop deep subject...AccountsTemporary workWork experience placementWork at officeHome officeFlexible hours
$85k - $150k
Fixed Operations Specialist (St. Louis Market)Skip to content # Ally Financial Careers* ally.com*... ...position is responsible for building strong account relationships, providing exceptional... ...dealer behaviors that positively impact loss performance. In addition, this role...AccountsFull timeTemporary workPart timeWork experience placementWork at officeRemote workWork from homeRelocationRelocation packageFlexible hours- Position Summary The Accounts Payable & Business Operations Specialist is responsible for managing the company's accounts... ...person will work closely with Finance, Purchasing, Sales, Customer Service... .... A role with real ownership and impact. #J-18808-Ljbffr Bommarito Wines...AccountsWork at office
- ...have the opportunity to make an impact and shape the future of our... ...of monthly forecasts, annual operating budget, and 3-year business... ...on overall spend and at the account level, drive performance by completing... ...area, Accounting, and finance Partner with Retail Accounting...AccountsMinimum wage
- ...something bigger, and make an impact in an exciting, dynamic... ...to help build the future of Finance at Weissman. As our organization... ...financial planning support, operational analysis, and capital investment... ...leadership. Collaborate with Accounting and Finance teams during the...AccountsFull timeTemporary workSeasonal workWork from homeFlexible hours
- ...Finance Specialist Location: Onsite – Houston, TX Job Responsibilities Review and reconcile Accounts Receivable (AR) records. Process Accounts Payable (AP), including invoices, freight, customs duties, petty cash, and employee expense reports. Prepare and process payments...Accounts
- Dormont Manufacturing Co is seeking an Operations Specialist to support client account servicing. You will work collaboratively with advisors and internal teams, handling account openings and updates, while ensuring quality control across requests. The role offers a hybrid...AccountsWork at officeRemote work
$53k - $56k
...Position Summary As an Operations Specialist, you will work as part of a collaborative team responsible for supporting our network of advisors in all aspects of servicing client accounts. You will work with advisors, custodian partners, and internal team members to open...AccountsWork at officeLocal areaRemote workMonday to Friday2 days per week- A financial services company in St. Louis is seeking an Equipment Finance Operations Specialist to manage the full lifecycle of equipment finance loans. This role requires attention to detail and excellent customer service skills. You'll work with loan documents and vendor...
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$46k - $60k
Safety National in St. Louis is looking for an Insurance Operations Coordinator to support client operations for Large Casualty functions... ...Responsibilities include coordinating submissions, analyzing account details, and driving operational efficiency. The ideal...AccountsWork at office$53k - $56k
Focus Partners is seeking an Operations Specialist to support its network of advisors in servicing client accounts. The ideal candidate will have a Bachelor's degree and at least 1 year of operations experience, or a High School Diploma and 5 years of experience in financial...AccountsWork at officeRemote work$46k - $60k
...wellness perks, and a strong community impact, we invest in your success - both personally... .... This opportunity is in the Account Services department. Responsible for seeing... ...Ranging from rating services to audits to operational guidance, the available career opportunities...AccountsWork at officeWork from homeFlexible hours3 days per week$86k - $112k
...tuition reimbursement, wellness perks, and a strong community impact, we invest in your success-both personally and professionally.... ...include generous health, dental, and vision coverage, health savings accounts, a 401(k)-retirement savings match and an annual profit sharing...AccountsRemote jobWork at officeHome officeFlexible hours$80k - $90k
...customers to the appropriate internal specialists, and executing highly customized... ...client profile data, following standard KYC procedures to open account(s) as appropriate Serves as interim... ...so they can make a genuine impact and contribute to the sustainable growth...AccountsInterim roleWork at officeLocal areaImmediate startShift workDay shift$65k - $78k
...critical role in supporting the financial operations of the university, with a primary focus... ...support for the university's Finance department. The ideal candidate will combine... ...salaries, operating expenses, or other accounts as directed. Develop processes for regular...AccountsWork at office$110k - $150k
...through data-driven insights and clear communication of financial impacts. Skills And Experience That Will Lead To Success 6-12 years of... ...disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, life insurance...AccountsFull timeTemporary workPart timeLocal area$130.05k - $203.55k
...looking for a Senior Industrial Security Specialist to join the team in Arlington, VA;... ..., safeguarding and destruction, Operations Security (OPSEC), physical and communications... ...inventories and reconciliation for accountability, and developing Concept of Operations...AccountsPermanent employmentContract workFor subcontractorRelocationVisa sponsorshipWork visaRelocation packageFlexible hoursShift workDay shift- Focus Partners Wealth in St. Louis, Missouri, is seeking an Operations Specialist to join their collaborative team. In this role, you will support advisors by servicing client accounts, opening new accounts, and resolving inquiries promptly. The position offers a hybrid...AccountsWork at officeRemote work
- ...Liaise and coordinate with trading, operations, compliance, and client service areas... ...channel. Responsible for conducting new account and annual Reg 9 reviews for trust company... ...analysts, project managers, marketing specialists, developers, bankers, operations...AccountsWork experience placement
- ...Sales Operations Specialist This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship... ...installation process by creating new orders, service and billing accounts, sales opportunities, service requests and client records....AccountsContract workWork experience placementWork at officeLocal areaVisa sponsorship
$80k - $105k
...Summary The Financial Analyst supports global accounting and reporting activities by assisting with the consolidation of worldwide operations, corporate financial reporting,... ...partners with Internal Audit and corporate finance teams to maintain strong financial integrity...AccountsTemporary workRemote workWorldwide$65k - $73k
...seeking a disciplined Client Service Associate to support advisor operations and improve client service. This full-time position offers... ...Responsibilities include ensuring smooth office operations, managing client accounts, and providing excellent service. Candidates should possess...AccountsFull timeWork at office- ...Operations Specialist - Greater Saint Louis Area Cedarhurst Senior Living is a leading provider of... ...opportunity to connect with, and positively impact the lives of, our residents daily! You... ...planning and profitability, and accountable for all operations and programs within...Work at officeLocal areaFlexible hoursNight shift
- ...Customer Operations Specialist A growing manufacturing organization is expanding its customer support capabilities and adding a key team... ...Serve as a day-to-day contact for customers across assigned accounts, guiding orders from entry through delivery. Manage order...AccountsImmediate startRemote workFlexible hours
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