Customer Research

Customer Research Finance Jobs

17 jobs found

Financial Advisor

JJ Advisor Group Rapid City, SD Hybrid

9d ago

$50k - $70k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

Licensed Financial Advisor role in Rapid City, SD with JJ Advisor Group, focusing on relationship management, client growth, and comprehensive financial planning and wealth management; relocation assistance provided.

Responsibilities

Prepare for client meetings with research and investment analysis, address problems, resolve issues, and deliver financial planning recommendations to meet client needs.
Provide premier service to current clients, ensuring high-quality support and responsiveness.
Develop effective working relationships with internal teams and external professionals to deliver coordinated client service.
Conduct and document communications with clients and prospects, preserving clear records of interactions.
Manage, organize, present data, and review performance on a weekly, monthly, and quarterly basis.
Attend client and team meetings, document notes, assign tasks, and follow up on action items.
Drive project progress and delegate tasks as needed to meet deadlines.
Assist in growing the firm’s new client relationships and contribute to business development efforts.

Requirements

Strong interpersonal and communication skills to engage with financial advisors, support staff, vendors, and Cambridge home office personnel on sensitive matters.
Thorough understanding of company policies, procedures, and applicable regulations.
Professional, courteous demeanor when working with advisors, administration, and clients in a deadline-driven environment.
Commitment to delivering a premier level of customer care in a calm, professional manner.
Ability to organize, manage, track, and complete multiple detailed tasks and assignments.
Solid analytical skills for researching and resolving problems.
Ability to work independently with minimal supervision.
Extensive documentation of all client communications.
Operate with high integrity, adhere to compliance rules, and avoid shortcuts.
Proficiency with Wealthport, eMoney, Redtail, Riskalyze, and Microsoft Office Suite.
Ability to build trust and lasting relationships with clients.

Education and Experience

Bachelor’s degree and at least two years of experience in the financial services industry, or an equivalent combination of experience, education, and/or training as approved by the firm.

Licenses and Certifications

FINRA Series 7, Series 65, and Life and Health licenses required, with a commitment to ongoing continuing education to maintain licensing.

Technologies

Wealthport
eMoney
Redtail
Riskalyze
Microsoft Office Suite

Compensation

Salary: USD 50,000 - 70,000 per year

Location

Rapid City, South Dakota (hybrid)

Benefits

Relocation assistance to Rapid City, South Dakota
Opportunity for future ownership in the company

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Associate Private Wealth Advisor

Northwestern Mutual Watertown, NY

11d ago

$60k - $90k/yr Full time Advisor Associate Client Relations

Advisor Associate Client Relations

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Job Description

Support Private Wealth Advisors with daily operations, client communications, research, and coordination to maintain strong client relationships.

Responsibilities

Maintain regular communication with clients to provide updates, address concerns, and ensure satisfaction.
Assist with scheduling, document management, and coordination of client-related activities.
Act as a point of contact for client inquiries, escalating issues to the appropriate teams when necessary.
Conduct research on industry trends, client needs, competitors, and best practices to support business decisions.
Maintain accurate records of client interactions, transactions, and service requests in the CRM system.
Collaborate with internal departments (e.g., sales, customer service, and operations) to ensure seamless client experiences.
Identify areas for improving efficiency and customer satisfaction within support operations.
Generate and analyze reports on client interactions, feedback, and service trends to inform decision-making.
Anticipate client needs and provide strategic recommendations to support their long-term planning and decision-making.

Requirements

Experience in a Financial Services/Sales, High-Touch Customer Service, or Analytical/Technical roles.
Strong organizational and time-management skills.
Excellent verbal and written communication abilities, with the ability to articulate complex information clearly and concisely.
Proficiency in CRM software, Microsoft Office Suite, and research tools.
Ability to multitask and prioritize in a fast-paced environment.
Strong analytical and problem-solving skills.
A proactive and customer-first approach.
Must be able to pass a basic background screening for the securities industry.

Technologies

CRM software
Microsoft Office Suite
Research tools

Benefits

Opportunity to work with a dynamic and experienced team of professionals.
Recognition as one of CNY's Best Places to Work for the last three years.
Competitive salary and potential performance-based bonuses.
Medical benefits including infertility treatments, family planning and family assistance, mental health care, pain management program, hearing aids, non-emergency care when traveling outside the US, plus discounts to fitness programs and health and wellness products and services.
Comprehensive benefits package including health insurance and retirement plans.
Profit sharing 401(k) opportunities.
Commitment to professional development and growth opportunities.
Opportunities for community service and company matches of donations.
Hybrid remote policy.

Application Process

Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and career achievements. Applications will be reviewed on a rolling basis.

Pay

USD 60,000 - 90,000 per year

Work Location

In person, Watertown, NY (onsite)

Certifications

Series 7 certification (preferred; required after employment)
Life, Accident, and Health Insurance certification (preferred; required after employment)

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Treasury Sales Associate - Technology and Disruptive Commerce

JPMorganChase Boston, MA

13d ago

$110k - $130k/yr Full time Associate Banking Business Development

Associate Banking Business Development

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Job Description

This Treasury Sales Associate role sits in JPMorgan Chase's Commercial Banking team in Boston, focusing on developing client Treasury solutions, managing relationships, and growing the portfolio with a three-year development plan and potential progression to Treasury Management Officer.

Responsibilities

Partner with the Treasury Management Officer to craft client proposals, conduct cost and benefit analyses, price competitively, and build profitability models
Support client call preparation by assembling relationship review materials, pitch books, account plans, and conducting customer research
Develop a solid understanding of each client's Treasury cash management structure and objectives
Liaise with product partners to design comprehensive Treasury solutions
Analyze competitors’ products and market positioning within the client and broader market
Manage the sales pipeline with the TMO throughout the sales cycle to ensure services and pricing are set up timely and accurately
Collaborate with internal partners to ensure successful implementation, product ramp-up, and accurate pricing and billing

Requirements

Bachelor's Degree
Three+ years of relevant banking and treasury experience
Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
Superior verbal and written communication skills with the ability to mobilize internal networks and resources
Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
Proficiency in Microsoft Office (PowerPoint, Excel and Word)
Ambition to develop into an individual sales contributor

Technologies

Microsoft PowerPoint
Microsoft Excel
Microsoft Word

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Preferred Qualifications, Capabilities, and Skills

Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
Sales, portfolio management or relationship management experience
Qualitative and quantitative skills

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Senior Accountant/Financial Analyst | Benefits, Growth, 100% Employee Owned

Recology Santa Rosa, CA Hybrid

20d ago

$95k - $115k/yr Full time Senior 100% Accountant

Senior 100% Accountant

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Job Description

Recology is seeking a Senior Accountant/Financial Analyst to track financial performance, forecast results, and advise senior management on tactical and strategic decisions that sustain financial health and profitability. This hybrid role, based in Santa Rosa, CA, requires in-office work three days per week and carries a salary range of USD 95,000 - 115,000 per year.

Responsibilities

Presents financial information to municipal customers, addresses questions, and assists with negotiations on behalf of the Company.
Recommends and presents financial information to senior management that drives business decision-making.
Prepares, analyzes financial information, and makes recommendations to senior management to determine present and future financial performance.
Creates financial models.
Submits monthly and quarterly reports to governmental agencies and oversees correspondence from agencies to ensure compliance.
Performs ad hoc reports and analyses as requested.
Researches and prepares reports on subjects such as rate of return, depreciation, working capital requirements, investment opportunities, investment performance, and impact of governmental requirements.
Prepares, analyzes, and drafts various daily, weekly, and monthly operating reports including route analysis, commodity shipping activity, processing lines operation statistics, and recovery effectiveness.
Establishes and manages databases of pertinent information for use in analyzing future plans and forecasts, such as tonnage model for the Rate Application process.
Makes recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies.
Other duties as assigned.

Requirements

Five years of relevant experience.
Strong analytical math skills and experience performing financial analyses.
Awareness of current developments and trends in areas of expertise, including strong analytical math skills and financial analyses.
Technical and professional principles, practices, laws, applications, and programs in finance.
MS Office with intermediate to advanced Excel.
ERP experience, ideally JD Edwards.
High School or GED required.
Bachelor’s Degree preferred.
CFA or CPA preferred.

Technologies

MS Office (Excel)
JD Edwards

Benefits

Paid time off and paid holidays.
Health and wellness benefits including medical, dental, and vision.
Retirement plans including Employee Stock Ownership Plan and 401(k) with match.
Annual wellness incentives.
Employee Assistance Program (EAP).
Educational assistance.
Commuting benefits.
Employee referral program.

RECOLOGY OFFERS

An ecologically innovative company that finds and mentors people committed to protecting the environment and sustaining our communities.
The largest employee-owned resource recovery company in the industry with terrific benefits to help you prosper.
A creative and caring culture that values community, diversity, altruism, accountability, collaboration, and learning by doing.
An inspired company mission driven to use and return resources to their best and highest use through the practice of the 4R’s: Reduce, Re-use, Recycle, and Recologize.
Distinct professional challenges to connect with, care for, and grow community that sees a world without waste.

RECOLOGY BENEFITS MAY INCLUDE

Paid time off and paid holidays.
Health and wellness benefits including medical, dental, and vision.
Retirement plans (Employee Stock Ownership Plan, 401(k) with match).
Annual wellness incentives.
Employee Assistance Program (EAP).
Educational assistance.
Commuting benefits.
Employee referral program.

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Manager, Business Consulting (Finance)

CVS Health Connecticut Remote

25d ago

$66k - $146k/yr Full time Manager Accounting Bachelor's Degree

Manager Accounting Bachelor's Degree

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Job Description

Position Summary

The Finance Manager is responsible for providing comprehensive financial analysis, reporting, and presentation support that enables leadership operational teams to make informed business decisions. This role develops accurate and timely financial reports, prepares clear presentations, and delivers actionable insights that highlight key trends, risks, and opportunities. A key aspect of this role is supporting Medicare SCOE by ensuring transparency and timely delivery of financial reporting while providing financial insights that guide strategic decision-making and operational excellence. You will be expected to exhibit a high degree of flexibility in response to changing business demands, willingly assuming new or expanded responsibilities to support organizational growth and transformation. This position partners with cross-functional teams to deliver meaningful financial insights, ensure data accuracy, and support both short-term performance needs and long-term strategic objectives.

Key Responsibilities

Cross-functional Collaboration: Serve as the primary liaison between finance, SCOE operations, and other internal and external teams. Address all inquiries related to budgeting, forecasting, and reporting processes, ensuring clear communication and effective resolution of issues.
Contract Governance: Serve as the process owner, ensuring contracts are in compliance with budgetary constraints. Regularly review and optimize contract processes to facilitate timely approvals and minimize delays.
Month-end Close: Review the month-end close process by collaborating closely with Cost Center Managers; This entails reviewing AP expenses, accrual bookings and variance commentary.
Financial Reporting: Develop, prepare, and distribute detailed monthly and quarterly financial reports that analyze month-end variances. This includes summarizing actual spend, headcount, T&E, and B&E. Identifies root causes of variances, highlight trends and anomalies and present actionable insights to stakeholders.
Forecasting and Planning: Engage with various internal teams members to ensure all cost centers quarterly and annual forecasts are adequately funded in accordance with rate/volume and strategic changes.
Financial Modeling: Provides oversight of existing financial models and dashboards; works to continuously underwrite the quality of that reporting and its sources of data. Proactive about implementing new and or enhancing current expense business models to help guide future decisions.
Investment Business Cases & Ad hoc Request: Collaborate with internal stakeholders in the development and assessment of cost and benefit projections. Provides detailed research and analytical support to validate the accuracy and reasonableness of assumptions.

Required Qualifications

5 plus years of experience in Accounting & Finance
5 plus years of experience managing large budgets +$250M
5 plus years of experience supporting senior level leadership
5 plus years of experience performing data analytics
5 plus years of experience reporting financial results to internal stakeholders (budget vs actual variances)

Preferred Qualifications

Good written and verbal communication skills
Advanced Excel modeling experience
Excellent attention to detail
Customer service oriented
Understands GAAP Accounting and best practices
Excellent researching skills
Excellent time management skills
Excellent Interpersonal skills

Education

Bachelor degree or equivalent work experience

Location

Remote in Connecticut

Anticipated Weekly Hours

Time Type

Full time

Pay Range

The typical pay range for this role is: $66,330.00 - $145,860.00. This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

Benefits

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

We offer a comprehensive and competitive mix of pay and benefits to support the physical, emotional and financial wellness of our colleagues and their families. In addition to base pay, benefits include affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.

No-cost programs for all colleagues include wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. Benefit solutions address diverse needs, including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access, and more depending on eligibility.

For more information, visit https://jobs.cvshealth.com/us/en/benefits

We anticipate the application window for this opening will close on: 03/20/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

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Investment Professional, Tax Credits

Nationwide Columbus, OH

27d ago

$119k - $199k/yr Full time Compliance Credits Due Diligence

Compliance Credits Due Diligence

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Job Description

As a Finance team member at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, you will find vast opportunities to grow your career. Nationwide is dedicated to putting our customers at the center of everything we do, and we are seeking associates who share a passion for delivering exceptional care. The successful candidate must reside within 35 miles of Columbus, OH, at One Nationwide Plaza, Columbus, OH 43215. Work arrangement: three days in the office and two days remote. This role does not qualify for employer sponsored work authorization, and Nationwide does not participate in the STEM OPT extension program.

Job Description Summary

Nationwide’s aim is to be the most trusted, most caring, and most customer-focused protection company. We are dedicated to safeguarding people, businesses, and futures with outstanding care. The Nationwide Investments team oversees roughly $130 billion in assets and seeks to blend client focus, disciplined investing, and collaborative teamwork to deliver superior results. The primary function of this role is to identify, evaluate, and execute tax credit investment opportunities. This includes underwriting and closing activities, managing external relationships, and coordinating with internal teams to ensure investments are structured and executed in alignment with financial, tax, and accounting standards. A core component of the role is the development and oversight of complex financial models that drive investment decisions and support risk assessment, with a strong emphasis on GAAP and tax accounting throughout the investment lifecycle.

Key Responsibilities

Develop and maintain sophisticated financial models to evaluate tax credit investment opportunities.
Assist structuring efforts to align with tax and accounting requirements.
Analyze deal structures to optimize tax benefits and investor returns.
Conduct scenario analysis and sensitivity testing to assess risk and return profiles.
Assist in due diligence, underwriting, and closing of tax credit transactions.
Collaborate with internal accounting and tax partners to ensure accurate financial reporting and compliance.
Coordinate with legal, finance/accounting, and asset management teams throughout the investment lifecycle.
Prepare internal and external reports on investment performance and tax credit utilization.
Monitor changes in tax legislation and assess potential impacts on investment strategy.
Manage and oversee partner relationships with syndicators, brokers, developers, and attorneys for the tax credit platform to drive positive investment performance.
Perform investment site and partner office visits to understand risks and related risk mitigation strategies and manage outcomes from those visits.
Conduct research and analysis on market and industry trends, particularly in the renewable energy sector.
Drive continuous improvement, enhance efficiencies, and manage processes for renewable energy investments as well as other tax credit investments.
May perform other responsibilities as assigned.
Reporting Relationships: Asset Class Senior Investment Professional.

Qualifications and Capabilities

Education: Bachelor’s degree with coursework in Accounting and/or Finance; CPA designation preferred.
Experience: 5+ years of finance or business-related experience; 2+ years of prior public accounting experience preferred.
Knowledge, Abilities and Skills: Self-motivated professional with strong attention to detail; high drive for results and the ability to exercise independent judgment; intellectual curiosity and enthusiasm for real estate and renewable energy investments; solid understanding of GAAP and tax accounting; ability to comprehend complex investment structures; diverse, team-oriented thinker; excellent verbal and written communication skills; creativity and critical thinking to address a range of challenges; proven ability to deliver results in a timely manner; advanced Excel skills; strong organizational capabilities.
Other criteria, including leadership skills, competencies, and experiences, may take precedence.

Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner.

Values

Regularly and consistently demonstrates Nationwide Values.

Job Conditions

Overtime Eligibility: Not Eligible (Exempt).
Working Conditions: Normal office environment with some travel required.
ADA: The statements above describe principal and essential functions; some circumstances may require a different combination of duties.
Credit Check: A valid credit check and/or background check will be required as part of the selection process due to fiduciary responsibilities.

Benefits

Nationwide offers a comprehensive benefits package to meet diverse needs, including medical, dental, and vision coverage; life insurance; short and long term disability insurance; paid time off with a minimum of 18 days per full calendar year pro-rated quarterly based on hire date; nine paid holidays; 8 hours of Lifetime paid time off and 8 hours of Unity Day paid time off; a 401(k) plan with company match; a company-paid pension plan; and a business casual dress code, among other benefits. For more details about the benefits, please refer to Nationwide’s benefits information.

Equal Opportunity

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected, and engaged. Nationwide prohibits discrimination and harassment and provides equal employment opportunities to employees and applicants without regard to any characteristic or classification protected by applicable law.

Note to Employment Agencies

Nationwide values its partnerships with preferred vendors and does not accept unsolicited resumes from employment agencies. Resumes submitted directly to Nationwide employees or hiring managers without a signed Client Services Agreement and search engagement will be deemed unsolicited, and no fee will be paid if the candidate is subsequently hired through other means.

Compensation

The national salary range for Investment Professional - 112488 is $119,000.00 to $199,000.00. The expected starting salary range for Investment Professional - 112488 is $119,000.00 to $199,000.00.

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Financial and Investment Services Supervisor

AIPSO Johnston, RI

28d ago

$90k - $143k/yr Full time Accounting Bachelor's Degree Compliance

Accounting Bachelor's Degree Compliance

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Job Description

AIPSO serves as a management organization and service provider for multiple insurance industry groups that administer the residual market. We operate as a national body while prioritizing local client needs. Centralization and standardization drive many services for efficiency, yet we maintain a customer-focused approach that accommodates groups with diverse interests.

Location: Johnston, RI 02919

Essential Duties & Responsibilities

Education

Bachelor’s degree from a four-year university in Accounting or Finance is preferred.
Advanced degree or CPA is preferred; additional appropriate experience may be considered in lieu of a degree.

Experience

Six or more years of accounting, financial and operational experience required.
Supervisory experience required.
Insurance industry experience and familiarity with AIPSO’s Residual Market mechanisms and related processes preferred.

Skills & Knowledge

Salary Range

Salary Range: $89,600 - $143,200 annual. Final compensation will reflect factors such as the scope and complexity of the role, location, market labor costs, the candidate’s skills, education, credentials and experience, internal equity, and other employment conditions.

AIPSO is an equal opportunity employer. All employment decisions are made on a non-discriminatory basis and in full compliance with federal, state, and local laws prohibiting discrimination in employment.