Financial Services Specialist Job at Randstad (Veldhoven)

Tax-Free Retirement Financial Services Specialist

We need a Tax-Free Retirement Financial Services Specialist to help clients plan...

Location

Salary:

Not provided

Tenth Mountain

Expiration Date

Until further notice

Requirements

Life insurance license
Strong communication, organizational, and consultative selling skills
Interest in financial planning and retirement strategies
Ability to work independently and manage your schedule

Job Responsibility

Conduct virtual client meetings to understand retirement goals
Present and explain tax-free retirement options, including IUL products
Assist with applications, follow-ups, and policy delivery
Maintain contact with clients and provide periodic reviews
Stay current on insurance products, tax law impacts, and retirement planning trends

What we offer

100% commission-based income with bonuses
Remote position with flexible work hours
Training and professional development provided
Advancement opportunities for high performers
Warm leads—no cold prospecting

Fulltime

Customer Service Specialist

A growing company in San Marcos is on the hunt for a talented Customer Service S...

Location

United States , San Marcos

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior customer service experience preferred, especially within the financial services industry
Excellent listening, problem-solving, and multitasking abilities
Familiarity with CRM software and Microsoft Office Suite
Dependable, professional, and customer-focused with strong analytical skills

Job Responsibility

Assist customers with inquiries regarding financial products and account services via phone and email
Process transactions, document account updates, and resolve discrepancies efficiently
Provide clear explanations of financial policies and procedures to customers
Maintain accurate records in CRM platforms while ensuring compliance with company and regulatory standards
Collaborate with internal teams to drive customer resolutions and build lasting satisfaction

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Patient Financial Specialist

The associate is responsible for the duties and services that are of a support n...

Location

United States , Irving

Salary:

Not provided

CHRISTUS Health

Expiration Date

Until further notice

Requirements

HS Diploma or equivalent years of experience required
1-3 years of experience preferred
Experience working within a multi-facility hospital business office environment preferred
College education, previous Insurance Company claims experience, and/or health care billing trade school education may be considered in lieu of formal hospital experience
Experience working with inpatient and outpatient billing requirements of UB-04 and HCFA 1500 billing forms preferred
Experience with Medicare & Medicaid billing processes and regulations preferred
Understanding of Medicare language
Knowledge in locating and referencing CMS and/or Medicare Regulations preferred

Job Responsibility

Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders
Performs Revenue Cycle functions in a manner that meets or exceeds CHRISTUS Health's key performance metrics
Ensures PFS departmental quality and productivity standards are met
Collects and provides patient and payor information to facilitate account resolution
Maintains an active working knowledge of all Government Mandated Regulations as it pertains to claims submission
Responds to all types of account inquires through written, verbal, or electronic correspondence
Maintains payor-specific knowledge of insurance and self-pay billing and follow-up guidelines and regulations for third-party payers
Responsible for professional and effective written and verbal communication with both internal and external customers
Compliant with all CHRISTUS Health, payer, and government regulations
Exhibits a strong working knowledge of CPT, HCPCS, and ICD-10 coding regulations and guidelines

Fulltime

Client Accounting Services Specialist

We are seeking a self-motivated, reliable, detail-oriented individual with a str...

Location

United States , Santa Barbara

Salary:

Not provided

Bartlett, Pringle & Wolf, LLP

Expiration Date

Until further notice

Requirements

Minimum of 5 years of accounting experience
Working experience with QuickBooks Online or similar accounting software
Bachelor’s degree in accounting or business administration with an emphasis in accounting strongly preferred
Enjoy working in a team environment
Desire to continue learning
Ability to interact with a variety of clients in a professional and courteous manner
Possess strong communication skills
Ability to prioritize workload to meet important deadlines

Job Responsibility

Maintain accounts receivables and payables
Record and reconcile inventory, revenue, expenses, and fixed asset activities
Ensure accurate and timely preparation of monthly financial statements and cash flow statements
Prepare payroll, payroll tax returns, and sales tax returns
Prepare Forms 1096/1099 and Forms W-2/W-3
Investigate and correct errors and inconsistencies in financial entries
Analyze, develop, and implement improvements or recommendations for clients
Manage electronic files, documents, and schedules

What we offer

Health insurance benefits
401(k) Plan
Flexible Benefit Plan
Profit-sharing
Bonus opportunities
Flexibility with work schedules

Fulltime

Transaction Services Specialist

The Transaction Services Specialist is a developing professional role. Deals wit...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years relevant experience (middle office, transitions, payments, banking etc.)
Ability to multi-task with strong organizational and time management skills
Ability to problem solve and analyze data with demonstration of attention to detail
Strong verbal and written communication skills
Fluency in spoken and written English
Knowledge of investments, banking, and credit products is welcomed
University degree or equivalent experience would be preferable

Job Responsibility

Process all client related transactions in a professional and timely manner related to internal/external payment requests, Trade execution and all other types of transactions across banks internal systems
Understand how to execute transactions across the broad array of Citi products
Drive a service of excellence approach
Adhere to all regulatory, internal Compliance and AML policy requirements
Flag potential illegal or improper transactions and comply with all regulatory policies and control procedures
Work closely with Associate Bankers, Client Service Officers and Client Account Officers in initiating and booking center locations
Respond promptly to all requests from initiating and booking centers promptly and effectively to resolve related problems

What we offer

Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources

Fulltime

Financial Operations Specialist

We are looking for a Financial Operations Specialist to join our Inetum Team and...

Location

Portugal , Lisbon

Salary:

Not provided

Inetum

Expiration Date

Until further notice

Requirements

Academic background in Business Administration or similar
+ 2 years in Financial/Administrative areas
Good knowledge of Service Now
Knowledge in Jira and Confluence
Excellent communication skills
Attention to detail
Driven to team work

Job Responsibility

Execute tasks according to closing schedules
Ensure timely and accurate issuance and registration of documents (e.g., invoices)
Deliver error-free financial reports (CAPEX/OPEX) within deadlines
Provide precise resource and logistics reports on time
Prepare meeting documents using corporate templates
Manage and control the budget for the area (CAPEX and OPEX)
Organize and lead meetings with key stakeholders
Compile reports to support area management and decision-making
Develop and maintain project documentation

Fulltime

Banking Specialist - Asset Servicing - Corporate Action

You will be part of a global division located in 4 different regions (Germany in...

Location

India , Pune

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

A strong team player, who is able to develop and manage strong working relationships with global internal departments and external counterparties
Effective prioritisation and time management skills
Proven ability to multi-task and operate within a team and independently with limited supervision
Excellent analytical skills with attention to detail
Proficient in Microsoft Office, with aptitude to learn new software and systems
Creative and innovative mindset, with the ability to generate and implement ideas that enhance efficiency, quality, and risk mitigation
Familiarity with financial markets and investment instruments
Ability to work under pressure, meet tight deadlines
Strong written and verbal communication skills
Fluency in written and spoken Business English is essential

Job Responsibility

Prepare timely notifications to clients about upcoming events and their impact on clients' assets accounts and act on client elections accurately by acceptance deadline
Act as a checker and validator for all the activities performed by the team members
Process, book and control all kinds of corporate actions and income collections
Responsible for performing mandatory and voluntary corporate action-related custody and accounting processing requirements, such as dividend payments, reorganisation, bond redemption, etc.
Ensure key criteria and in-scope events for all transaction activity has been identified and actioned
Investigate and resolve stock and cash breaks arising from event bookings all along adhering to established quality control measures and procedures
Close collaboration with internal stakeholders, clients and custodians to ensure that all corporate action events are properly addressed and booked
Responsible for researching and responding to inquiries from internal business groups, depositories, agents, brokers, clients, Investment Managers, sub-custodians and/or custodians
Manage and meet all deadlines by keeping up to date with the progress of events
Ensure procedures and controls are fully adhered to

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

Fulltime

Financial Crimes Risk Specialist

The Financial Crimes Risk Specialist is responsible for supporting the ongoing i...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Experience in financial services, preferably in products, operations, and/or AML/sanctions investigations
Knowledge of the key Financial Crime regulations, risks, and typologies
Demonstrated ability and confidence to challenge business management and escalate issues
Experience in supporting the implementation of AML or sanctions programs
An understanding of the region and specific experience of Sanctions/ Sanctions operations is an advantage
Commercially minded, with good organizational and planning skills
Excellent verbal & written communication skills: ability to communicate clearly and concisely in all aspects of the job and with multiple audiences in mind
Ability to effectively manage competing priorities
Comfortable navigating complex, highly matrixed organizations
Excellent influencing and negotiation skills

Job Responsibility

Provide support to TTS Head of Financial Crimes Risk for Europe, UK, and MEA and lead various initiatives, for example related to Sanctions Screening, KYC, AML monitoring Anti-bribery and Corruption
Support Product teams to identify and assess Financial Crimes risk for new and enhanced products and innovative solutions
Build strong working relationships with 1st and 2nd line colleagues to ensure early engagement on new business initiatives to ensure timely support of commercial priorities and full adherence to global and regional risk management policies and procedures
Conduct reviews of Sanctions and AML processes and procedures across all product lines to ensure policy requirements are met, being fit for purpose and have been implemented consistently, with appropriate supporting documentation
Assess regulatory and business impact of proposed changes to Financial Crimes Risk policies/procedures/guidelines and work collaboratively with 2nd Line to ensure the business operates in line with regulatory requirements
Participate in various product related governance forums and be able to source information important for further assessment and management escalation
Support the TTS business in Financial Crimes related internal or external reviews, including managing exam preparation and deliverables
Produce and deliver communication plans to ensure timely and consistent awareness of changes in the Financial Crimes Risk policies/requirements by TTS Product and country teams
Coordinate and deliver targeted Financial Crimes Risk related training when necessary

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Financial Services Specialist

Randstad

Location:
Netherlands , Veldhoven

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 04, 2026

Expiration:
March 13, 2026

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