Total 108 Senior Executive Helpdesk Specialist job vacancies in Finance / Banking / Insurance category in The United States of America

About the Client

The Client is a prestigious global bank and they are seeking individuals who are enthusiastic about the investment market to join their team of investment advisers to bring greater value to their clients.

About the job

• Work closely with relationship managers to understand clients investment needs & preferences and risk appetite, thereafter, providing sound recommendations and advisory.
• An ideal candidate should have a strong understanding of investment products such as UTs, Bonds, Equities & structured products.
• Keep up with market trends & news and provide timely updates to the relationship managers & clients.
• Work together with the team and contribute to the production of collaterals for internal and external stakeholders.
• Adhere to all company policies & regulations.

Skills and experience required

1. Minimum 5 years of relevant banking sales experience
2. Good communication & interpersonal skills
3. Good understanding of financial markets & investment instruments

If you're interested in the above role, click on the 'apply' function now! Alternatively, you can contact Claudia at claudiaw@morganmckinley.com or 68183141 for a confidential discussion.

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No : 11C5502 | Registration No : R2199597

The senior claim specialist plays a pivotal role in managing own damage motor claim. The incumbent will oversee and manage the entire process of own damage claims within the motor claims function.

Key Responsibilities

• Strategy and planning: Develop and implement strategic plans and processes to optimize the efficiency and accuracy of own damage claim handling.
• Technical expert: Act as a subject matter expert, providing guidance and technical expertise on complex claim cases.
• Claims management: Maintain a healthy loss ratio by effectively managing claims cases’.
• Documentation and reporting: Conduct regular reviews and analysis of claim trends and performance metrics, identifying areas for improvements and implementing corrective actions.
• Negotiation and settlement: Serve as a point of contact for escalated claim issues, working to resolve disputes and negotiate settlements effectively.
• Communication and coordination: Collaborate with external stakeholders including customers, distributors, repair workshops and assessors to facilitate smooth and fair claim settlements. Collaborate with internal stakeholders including product, underwriting and distribution stakeholders to ensure alignment of coverage, policy intent and wordings.
• Continuous improvement: Enhance claim handling procedures and contribute to the continuous improvement of claims management protocols by staying updated with industry trends, legal changes, and best practices.
• Customer experience: Maintain good Turn-Around-Time and claims service level standards to ensure that customers’ claims experience is met.

Qualifications and skills

• Recognized degree or diploma
• Minimum 10 years of experience in Motor claims handling with a focus on own damage claims within the Singapore insurance market
• Good knowledge of MS Office software and any other technology applications
• Strong knowledge of motor insurance policies, regulations, and industry practices in Singapore
• Excellent analytical, negotiation, and communication skills
• Meticulous, problem solver and organized
• Open-minded, proactive, receptive to new ideas and cope well with changes and pressure

About the Client

The Client is a prestigious global bank and they are seeking individuals who are enthusiastic about the investment market to join their team of investment advisers to bring greater value to their clients.

About the job

• Work closely with relationship managers to understand clients investment needs & preferences and risk appetite, thereafter, providing sound recommendations and advisory.
• An ideal candidate should have a strong understanding of investment products such as UTs, Bonds, Equities & structured products.
• Keep up with market trends & news and provide timely updates to the relationship managers & clients.
• Work together with the team and contribute to the production of collaterals for internal and external stakeholders.
• Adhere to all company policies & regulations.

Skills and experience required

1. Minimum 5 years of relevant banking sales experience
2. Good communication & interpersonal skills
3. Good understanding of financial markets & investment instruments

If you're interested in the above role, click on the 'apply' function now! Alternatively, you can contact Claudia at claudiaw@morganmckinley.com or 68183141 for a confidential discussion.

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No : 11C5502 | Registration No : R2199597

We are seeking an experienced and highly motivated Senior Mortgage Consultant to join our esteemed team. As a Senior Consultant, you will play a pivotal role in guiding clients through complex mortgage transactions and providing expert advice. This is an exciting opportunity for an individual with a proven track record in mortgage lending and a commitment to delivering exceptional service.

Please read before you apply for this position

- At least 2~3 years of experience in mortgage industry with existing client base.

- This is a full-time sales job that requires reporting to the office every day. Candidates looking for freelance role need not apply.

- Property agents / Financial advisors looking for leads need not apply.

- The remuneration includes basic salary and monthly commission, subject to CPF contributions. You will also enjoy standard employee benefits such like annual leave and medical leave.

Our Ideal Candidate

We are looking for a highly motivated sales professional who strives for excellence and has a passion in mortgage advisory.

Must-Have

- At least 2~3 years of experience in mortgage industry with existing client base

- Good interpersonal skills

- Proficient in both written and spoken English

- Ability to learn and excel in a fast paced environment

- Strong drive to surpass and succeed

- Self discipline and able to work under stress

- Willing to work beyond normal office hours

Good-To-Have

- A proven sales track record

- Telesales background

- Strong referral network

- Fluent in Mandarin

Core Responsibilities

- Achieve monthly sales target set by the management

- Endeavor to convert leads from various sources into sales on a daily basis

- Follow up efficiently on all cases to maximize closures

- Provide correct & unbiased mortgage advice to clients

- Deliver excellent customer service

- Build good working relationship with our business partners

- Take initiative to expand your own referral network

About Us

Mortgage Master is one of the leading brokerage firms in Singapore, we pride ourselves in setting an industry standard where integrity and ethics take precedence. Having a transparent and cohesive working culture lays out an important foundation to forge long term relationships. With equal opportunity for progression, every employee will be empowered in a safe working environment. As we seek to expand and increase our presence both locally and internationally, we are looking for a talented individual with similar values to grow together with us.

Feel free to visit our website for more information: https://mortgagemaster.com.sg/

Key Accountabilities

• Perform credit evaluation for a portfolio of customers across the company, covering Asia North, Asia South and Middle East Africa & Europe.
• Implement and maintain global credit management framework with adherence to credit management procedure and regulatory requirements.
• Support business strategies and growth through business partnering with sales, marketing, customer service and other functions.
• Balance credit risk and business opportunities through effective risk mitigation strategies and close collaboration with key stakeholders.
• Contribute to cross function credit risk management projects to enhance and streamline credit processes.

This position is based in Singapore.

Credit Analysis

• Perform credit review of customers based on the analysis of financial statement, country risk, credit agency reports, payment experience, risk and opportunity, economic and industry outlook.
• Ensure credit limit approvals obtained as per Delegation of Authority.
• Ensure credit reviews are carried out timely prior to credit limit expiry.
• Mitigate credit risk through various collateral strategies (Bank Guarantee, Standby Letter of Credit, Insurance or other means of risk mitigation) and ensure validity and enforceability of the collaterals.
• Monitor the credit risk of customer proactively and collaborate with business to take appropriate course of actions to manage credit risk exposure.
• Monitor and assess the business outlook and market trends and engage key stakeholders where there are potential credit risk implications to the business.
• Manage credit insurance policy through credit limit applications and ensure decisions are duly approved and updated in the system.

Credit Control

• Act as a focal point of credit team and engage regional Sales and Customer Service teams to support sales transactions.
• Review customers’ incoming orders to manage the order blocks timely and efficiently.
• Ensure credit release is in accordance to Credit Management Procedure and Delegation of Authority.
• Engage key stakeholders to manage the Accounts Receivable through weekly overdue action plan and monthly Regional Credit Watch workshop.
• Proactively engage in timely and accurate collection of accounts receivable to achieve Days Sales Outstanding (DSO) and Days overdue outstanding (DOO) targets and other performance-based metrics.
• Provide timely information to management of any significant delinquency or early warning signs of customer.
• Negotiate and establish repayment schedule and manage overdue notification/claim with credit insurance company.
• Coordinate with banks to support requirements on trade financing services.
• Initiate legal litigation/arbitration (supported by legal department) and work directly with external lawyer to collect overdue receivables.
• Administer end to end bad debt write off process in accordance with Credit Management Procedure.

About You

• University degree in Credit Risk Management/Finance/Accounting/Economics/Business or related discipline.
• Minimum 2 years of credit analysis experience preferably with knowledge of economic and business environment of Asia Pacific countries.
• Able to analyze financial statements, perform credit evaluations/reviews include providing recommendation with risk mitigation strategies.
• Proficient in Chinese (must be able to read and understand Chinese financial report).
• Strong analytical, interpersonal and stakeholder management skills.
• Knowledge of SAP.
• Good excel and PowerPoint include presentation skills.
• Experience in project management will be a plus but not mandatory.

As UAT Banking Operations Specialist you will be part of Avaloq’s banking operations division (BO). With our services we are the back office for more than 30 banks globally and ensure their processes run smoothly, compliantly, and efficiently. You will join the Client Onboarding & Offering Team under the division responsible for user-acceptance testing. You will also play a crucial role in ensuring the quality and reliability of the banking software, ACP. Your primary responsibility is to validate that the Avaloq Core Platform software upgrades meet back-office user requirements, are free from defects, and function as expected while working closely with business stakeholders, developers, and other members within Banking Operations to ensure a smooth UAT and transition into daily operations.

Your key tasks 

• Participate and execute User Acceptance Tests and Non-Regression Testing for new client onboarding projects and system upgrades
• Ensure test cases reflect intended functionality and workflow
• Identify and track defects while ensuring timely resolution
• Interact with different stakeholders, such as Back Office teams, Test & Release Management and IT to fix the issues experienced during the testing phase
• Identify areas for process optimization within the testing lifecycle, propose enhancements, and implement best practices to streamline workflows and enhance efficiency
• During the non-testing phases, guarantee added contribution and support to the Back Office teams; execute the service tasks assigned by the Back Office teams on time, ensuring quality and adherence to internal processes, procedures, and SLAs agreed with clients
• Work closely with other teams on strategic initiatives aimed at efficiency, automation, and innovation
• Facilitate collaboration and coordination between various stakeholders involved in client onboarding, testing and other ongoing projects to ensure timeliness and quality of deliverables
• Work with internal and external stakeholders to further improve the customer satisfaction

About the Client

The Client is a prestigious global bank and they are seeking individuals who are enthusiastic about the investment market to join their team of investment advisers to bring greater value to their clients.

About the job

• Work closely with relationship managers to understand clients investment needs & preferences and risk appetite, thereafter, providing sound recommendations and advisory.
• An ideal candidate should have a strong understanding of investment products such as UTs, Bonds, Equities & structured products.
• Keep up with market trends & news and provide timely updates to the relationship managers & clients.
• Work together with the team and contribute to the production of collaterals for internal and external stakeholders.
• Adhere to all company policies & regulations.

Skills and experience required

1. Minimum 5 years of relevant banking sales experience
2. Good communication & interpersonal skills
3. Good understanding of financial markets & investment instruments

If you're interested in the above role, click on the 'apply' function now! Alternatively, you can contact Claudia at claudiaw@morganmckinley.com or 68183141 for a confidential discussion.

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No : 11C5502 | Registration No : R2199597

About the Client

The Client is a prestigious global bank and they are seeking individuals who are enthusiastic about the investment market to join their team of investment advisers to bring greater value to their clients.

About the job

• Work closely with relationship managers to understand clients investment needs & preferences and risk appetite, thereafter, providing sound recommendations and advisory.
• An ideal candidate should have a strong understanding of investment products such as UTs, Bonds, Equities & structured products.
• Keep up with market trends & news and provide timely updates to the relationship managers & clients.
• Work together with the team and contribute to the production of collaterals for internal and external stakeholders.
• Adhere to all company policies & regulations.

Skills and experience required

1. Minimum 5 years of relevant banking sales experience
2. Good communication & interpersonal skills
3. Good understanding of financial markets & investment instruments

If you're interested in the above role, click on the 'apply' function now! Alternatively, you can contact Claudia at claudiaw@morganmckinley.com or 68183141 for a confidential discussion.

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No : 11C5502 | Registration No : R2199597

Your new company
This business is part of a global group with fantastic facilities and a well-renowned reputation for teaching and innovation. This is a permanent role, based at the Northwest site. However, this offers a hybrid work arrangement.

Your new role
As their new Senior Financial Analyst, you will support the faculty to deliver projects based around financial planning and analysis whilst working to tight time-driven deadlines. Using your financial planning skills to implement and improve the reporting process whilst leading the development of automated financial models. The main purpose of this role is to drive and deliver process improvements, including month-end reporting, on-time reporting through data analytics, forecasting, working capital management, financial performance analysis and insight, as well as bolstering and further development in your leadership through people management operations.

What you'll need to succeed
To succeed in this exciting role, you will ideally have experience within a similar role and/or a complex organisation which includes subsidiaries and consolidation. You will have a strong core skill set within FP&A. Fantastic communication skills along with a strong influencing capability matched with your leadership qualities. You will be adept at liaising and business partnering with senior leadership teams, and experience with data manipulation, reporting, KPI's, and Power BI is essential along with being qualified (ACA/ACCA/CIMA/CIPFA) or equivalent.

What you'll get in return
This role offers a competitive salary up to £55,000 per annum dependent on your experience level, along with a fantastic benefits package, and a flexible hybrid working environment. You will join a well-established team in a globally recognised organisation in a high-profile role working alongside an experienced senior leadership team.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or get in touch on the details below:
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Contact Daniel Emm on 03330105488 or email:

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Your new company
We are currently working with one of the leading providers in England in health and social care. They are looking for a Commercial Finance Analyst to join the team in Manchester, on a hybrid working pattern and looking to start interview in the next two weeks.

Your new role
As the Senior commercial finance analyst you will support the commercial finance team as well as;

• Business partner Operational teams, with other central departments and external bodies where necessary
• Support decision-making through financial sensitivity analysis, scenario planning and contract remodels

• Complete detailed bottom-up budget and forecasting with budget holders
• Complete management accounting processes at month end including; variance analysis, providing insight that looks beyond the numbers and identifying key performance drivers to inform future plans
• Identify trends andpropose actions, utilising this analysis to drive positive decision making.

What you'll need to success
You will have:

• Part qualified (ACCAor CIMA)
• Experience of workingin a similar commercial, analytical or management accounts role is required
• ExcellentInterpersonal skills
• Strong communication skills
• Demonstrate realimpact towards meeting strategic objectives

What you'll get in return
You will receive a competitive salary, 31 days annual leave, Life Assurance of up to 3x annual salary and a competitive Pension Scheme and more.

What you need to do now
If you're interestedin this role, click 'apply now' to forward an up-to-date copy of your CV.
If this job isn'tquite right for you but you are looking for a new position, please contact usfor a confidential discussion on your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Your new company
A truly unique UK-based brand leader, with a 50-year history of being based in Co Durham.

Your new role

• Managing the collection and processing of customer payments ensuring open balances are accurate and up to date.
• Minimising overdue, non-payments and the risk of bad debt so that the business cash flow performance is maximised.
• Reconciliation of the trade debtor ledger on a monthly basis.
• Preparation of weekly targets for inclusion in the cash flow forecast.
• Ensure customer contact details are up-to-date.
• Prepare and issue monthly statements to customers.
• Respond to customer queries in a timely manner, liaising with Sales Teams.
• Any other ad hoc duties required by the Financial Controller / Finance Director.
• Managing the collection and processing of customer payments ensuring open balances are accurate and up to date.
• Minimising overdue, non-payments and the risk of bad debt so that the business cash flow performance is maximised.
• Reconciliation of the trade debtor ledger on a monthly basis.
• Preparation of weekly targets for inclusion in the cash flow forecast.
• Ensure customer contact details are up-to-date.
• Prepare and issue monthly statements to customers.
• Respond to customer queries in a timely manner, liaising with Sales Teams.
• Any other ad hoc duties required by the Financial Controller / Finance Director

What you'll need to succeed
You will be an experienced Credit Controller who has managed a debtor ledger and the complete order to cash process. If you have supervised at least 1 member of staff, that will be seen as advantageous to your application.

What you'll get in return
* Holidays - 33 days including BH with an option to purchase additional holidays via a salary sacrifice scheme* Hybrid working - up to 3 days working from home post-probation
* Profit Sharing Scheme
* Company Pension
* On-site Canteen
* Cycle To Work Scheme
* Life Insurance
* On-site Parking
* Company Sick Pay

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Business Function

Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.

Responsibilities

• Manage the overall aggregate cashflow of the banks via Intraday Liquidity Management Systems (ILMS).
• Maintain the financial soundness of the cash balances by maintaining optimum business cash opening or closing by tracking the in and out flow in the Intraday Liquidity Management System (ILMS) against the statement and projection.
• Understand and ensure smooth flow of the upstream system from other departments interface into ILMS.
• Ensure timeliness coverage of any shortfall position via funds sweeping between Nostro accounts.
• Perform daily Nostro reconciliation in an accurate and timely manner.
• Manage various stakeholders’ expectation including Nostro Agents and able to tackle various queries especially adhoc request on handling large payment or gridlock.
• Collate and analyze data on trend analysis to obtain insights for recommendations and actionable plans for business or any enhancement projects.
• Participate in work process improvement initiatives and system testings to bring about work productivity and efficiency.

Requirements

• Degree or Diploma Holder with minimum 5 years of relevant working experience in Treasury Operations, and hands on in reviewing process and procedures for improvement will be an advantage.
• Strong risk and control mindset on settlement process flow.
• Experience in various operation functions which includes settlement, reconciliation etc
• Team player with a positive attitude to motivate team members towards meeting and achieving goals.
• Proficient in Business Intelligence Tools and programming will be an advantage (Example: Tableau, VBA, Python).
• Strong communications and interpersonal skills for effective communication with internal and external stakeholders.
• Able to work on Singapore Public Holidays on a rotation basis.

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognizes your achievements.

About the Client

The Client is a prestigious global bank and they are seeking individuals who are enthusiastic about the investment market to join their team of investment advisers to bring greater value to their clients.

About the job

• Work closely with relationship managers to understand clients investment needs & preferences and risk appetite, thereafter, providing sound recommendations and advisory.
• An ideal candidate should have a strong understanding of investment products such as UTs, Bonds, Equities & structured products.
• Keep up with market trends & news and provide timely updates to the relationship managers & clients.
• Work together with the team and contribute to the production of collaterals for internal and external stakeholders.
• Adhere to all company policies & regulations.

Skills and experience required

1. Minimum 5 years of relevant banking sales experience
2. Good communication & interpersonal skills
3. Good understanding of financial markets & investment instruments

If you're interested in the above role, click on the 'apply' function now! Alternatively, you can contact Claudia at claudiaw@morganmckinley.com or 68183141 for a confidential discussion.

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No : 11C5502 | Registration No : R2199597

About the Client

The Client is a prestigious global bank and they are seeking individuals who are enthusiastic about the investment market to join their team of investment advisers to bring greater value to their clients.

About the job

1. Work closely with relationship managers to understand clients investment needs & preferences and risk appetite, thereafter, providing sound recommendations and advisory.
2. An ideal candidate should have a strong understanding of investment products such as UTs, Bonds, Equities & structured products.
3. Keep up with market trends & news and provide timely updates to the relationship managers & clients.
4. Work together with the team and contribute to the production of collaterals for internal and external stakeholders.
5. Adhere to all company policies & regulations.

Skills and experience required

1. Minimum 5 years of relevant banking sales experience
2. Good communication & interpersonal skills
3. Good understanding of financial markets & investment instruments

If you're interested in the above role, click on the 'apply' function now! Alternatively, you can contact Claudia at claudiaw@morganmckinley.com or 68183141 for a confidential discussion.

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No : 11C5502 | Registration No : R2199597

The incumbent will be based in Singapore and responsible for the day-to-day operation of India office and back-up for Philippines office.

Responsibilities:

• Manage for all aspects associated with group reporting, statutory and tax reporting, local audit and compliance and corporate regulatory requirements for business operations in India with the support of finance service vendors/to-be accounting team.
• Manage third party external service providers that provide statutory accounting, reporting and tax consultancy.
• Prepare monthly management report and financial analysis required for the India entity’s group reporting in accordance with month-end close deadlines.
• Prepare monthly forecasting and semi-annual budgeting.
• Prepare and submit quarterly reporting package.
• Prepare inter-co billing for labour and service recharge.
• Cultivate finance partnership with internal and external stakeholders, customers, and finance service vendors.
• Set-up local accounting team.
• Any other ad-hoc matter.

Requirements:

• Degree in Accounting or ACCA / relevant professional accounting qualification.
• At least 5 years of relevant experience in accounting, tax, and compliance.
• Good knowledge of India GAAP, India tax regulations and withholding tax.
• Action-oriented with strong organizational and time management skills, ready to roll up your sleeves and deliver in a fast-paced environment.
• Strong attention to detail, with the ability to present information effectively through writing, presentations, and spreadsheets.
• Collaborative and proactive with a strong sense of ownership, possessing the ability to prioritize tasks when faced with multiple, diverse, and conflicting demands.
• Proven experience as a business partner and team leader with the ability to think strategically.
• Able to manage problems with confidence and maturity, knowing when to make decisions and when to escalate appropriately.
• Strong communication and good interpersonal skills.
• A meticulous, organized, and resourceful team player.
• A highly motivated individual who works independently with little supervision.
• Willing to travel to India to meet the local accounting team, internal stakeholders and finance service vendors when requested.

We regret to inform that only shortlisted candidates will be notified.

To apply, please visit www.gmprecruit.com and search for Job Reference: 24127

GMP Recruitment Services (S) Pte Ltd   |   EA Licence: 09C3051   |   EA Personnel: Jackie Ng   |   Registration No: R22109024