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SHARED SERVICES SPECIALIST

Successfully achieve department SLAs for live calls, voicemail, email communication, and NPS scores. Work in a collaborative team setting to move production and issues across the finish line. Research topics leveraging internal an...

CompanyGuidant Financial
AddressPost Falls, ID
CategoryHuman Resources
Job typeFull-Time
Date Posted a month ago See detail

Shared Services Specialist

Guidant Financial

Post Falls, ID

Successfully achieve department SLAs for live calls, voicemail, email communication, and NPS scores. Work in a collaborative team setting to move production and issues across the finish line. Research topics leveraging internal an...

a month ago seen See more...

Financial Advisory Manager (CPA Required)

Guidant Financial

Monroe, NC

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

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Financial Advisory Manager (CPA Required)

Guidant Financial

Alexandria, LA

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

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Shared Services Specialist

Guidant Financial

Ogden, UT

$24.04 - $26.45 an hour

Successfully achieve department SLAs for live calls, voicemail, email communication, and NPS scores. Work in a collaborative team setting to move production and issues across the finish line. Research topics leveraging internal an...

a month ago seen See more...

Financial Advisory Manager (CPA Required)

Guidant Financial

Kearney, NE

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

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Financial Advisory Manager (CPA Required)

Guidant Financial

Warner Robins, GA

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

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Financial Advisory Manager (CPA Required)

Guidant Financial

Flint, MI

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

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Shared Services Specialist

Guidant Financial

Alpharetta, GA

$24.04 - $26.45 an hour

Successfully achieve department SLAs for live calls, voicemail, email communication, and NPS scores. Work in a collaborative team setting to move production and issues across the finish line. Research topics leveraging internal an...

a month ago seen See more...

Financial Advisory Manager (CPA Required)

Guidant Financial

Elizabeth City, NC

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

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Financial Advisory Manager (CPA Required)

Guidant Financial

Waco, TX

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

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Client Relations Specialist - Bookkeeping

Guidant Financial

Orem, UT

$57,000 - $62,000 a year

Lead communication process with clients. Triage and answer technical accounting, product, pricing, and process questions with varying complexity. Manage and prevent client escalations leveraging customer services and problem-solvi...

a month ago seen See more...

Shared Services Specialist

Guidant Financial

Orem, UT

$24.04 - $26.45 an hour

Successfully achieve department SLAs for live calls, voicemail, email communication, and NPS scores. Work in a collaborative team setting to move production and issues across the finish line. Research topics leveraging internal an...

a month ago seen See more...

Financial Advisory Manager (CPA Required)

Guidant Financial

Warren, MI

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

a month ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Mooresville, NC

$57,000 - $62,000 a year

Lead communication process with clients. Triage and answer technical accounting, product, pricing, and process questions with varying complexity. Manage and prevent client escalations leveraging customer services and problem-solvi...

a month ago seen See more...

Shared Services Specialist

Guidant Financial

Park City, UT

$24.04 - $26.45 an hour

Successfully achieve department SLAs for live calls, voicemail, email communication, and NPS scores. Work in a collaborative team setting to move production and issues across the finish line. Research topics leveraging internal an...

a month ago seen See more...

Retirement Plan Specialist

Guidant Financial

Newton, NC

$23 an hour

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...

a month ago seen See more...

Financial Advisory Manager (CPA Required)

Guidant Financial

Morganton, NC

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

a month ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Winterville, NC

$57,000 - $62,000 a year

Lead communication process with clients. Triage and answer technical accounting, product, pricing, and process questions with varying complexity. Manage and prevent client escalations leveraging customer services and problem-solvi...

a month ago seen See more...

Financial Advisory Manager (CPA Required)

Guidant Financial

Greenville, NC

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

a month ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Chapel Hill, NC

$57,000 - $62,000 a year

Lead communication process with clients. Triage and answer technical accounting, product, pricing, and process questions with varying complexity. Manage and prevent client escalations leveraging customer services and problem-solvi...

a month ago seen See more...

Financial Advisory Manager (CPA Required)

Guidant Financial

Augusta, GA

$110,000 - $120,000 a year

Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed. Cl...

a month ago seen See more...

Retirement Plan Specialist

Guidant Financial

Tempe, AZ

$23 an hour

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...

a month ago seen See more...

Retirement Plan Specialist

Guidant Financial

North Carolina, United States

$23 an hour

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...

a month ago seen See more...

Account Representative I

Guidant Financial

North Carolina, United States

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

a month ago seen See more...

Retirement Plan Specialist

Guidant Financial

Minnesota, United States

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...

a month ago seen See more...

Retirement Plan Specialist

Guidant Financial

Cornelius, NC

$23 an hour

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...

a month ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Cornelius, NC

$57,000 - $62,000 a year

Lead communication process with clients. Triage and answer technical accounting, product, pricing, and process questions with varying complexity. Manage and prevent client escalations leveraging customer services and problem-solvi...

a month ago seen See more...

Account Representative I

Guidant Financial

Concord, NC

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

a month ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Rupert, ID

Lead communication process with clients. Triage and answer technical accounting, product, pricing, and process questions with varying complexity. Manage and prevent client escalations leveraging customer services and problem-solvi...

a month ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Lewiston, ID

Lead communication process with clients. Triage and answer technical accounting, product, pricing, and process questions with varying complexity. Manage and prevent client escalations leveraging customer services and problem-solvi...

a month ago seen See more...

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