20 Best Client Advisor jobs in Remote (Hiring Now!)

Collections Analyst (Insurance Industry Experience Required)
J.S. Held —Jericho, NY
Negotiating payment arrangements and issuing payment commitment letters, and in some cases, repossessing merchandise when payment is unlikely.
$20 - $35 an hour
Quick Apply
Financial Advisor
PaperClip Finances —Remote
►Professional industry (training and license) with a clear advancement path. W2). No prior certification, experience, or education is necessary.
$50,000 - $250,000 a year
Quick Apply
Digital Services - Senior Project Manager
Citrin Cooperman & Company, LLP —Los Angeles, CA
Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business…
$115,000 - $135,000 a year
Quick Apply
5d
Insurance Agent/Financial Advisor
Aguilar Agency —Remote
Anticipates future needs and calls on established clients to renew and upgrade accounts. Contact and qualify prospective clients and explain features and merits…
$108,975 - $126,355 a year
Quick Apply
Client Service Associate
Granite Peak Advisors —Remote
Enter daily activity in AgilLink and QuickBooks, including credit card and checking activity. Reconcile checking, credit card, and brokerage accounts.
Estimated: $45K - $57K a year
Quick Apply
4h
Maximo Architect
Zillion Technologies Inc. —Remote
Develop and deliver project deliverables such as roadmap, process diagrams, use cases, gap analysis and functional design documents.
$90 - $95 an hour
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Loan Agency Relationship Management Director
SRS Acquiom —Denver, CO
Work with clients, attorneys, financial advisors, lenders, service providers - both internal and external - to structure and close assigned transactions in a…
$105,000 - $117,000 a year
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Business Development Representative
Hibu —Cedar Rapids, IA
A strong ability to develop solutions and creatively strategize on behalf of clients. Innate ability to explain digital concepts related to website design and…
$50,000 - $60,000 a year
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2h
High Net Worth Service Associate - Greater Portland, OR Area
Fidelity Investments —Portland, OR
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Estimated: $55.4K - $70.2K a year
TRAVEL: Director of National Accounts
Avanti Destinations, Inc. —Remote
The Director of National and Host Accounts at Avanti Destinations will be responsible for driving the strategic direction and performance of national and host…
$90,000 a year
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19h
Industrial Sales Representative - Northwest Ohio
Spraying Systems Co —Ohio
Reliable transportation and a valid state drivers’ license required. Reimbursable travel expenses, laptop, business cell phone, and comprehensive sales tools,…
Estimated: $71.5K - $90.6K a year
Quick Apply
Investment Portfolio Analyst
Regal Holdings, LLC —Remote
Series 7, 63/65 or 66 license (Required). Deliver analysis on the full range of investment products and services across the firm while leveraging specialists…
$60,000 - $65,000 a year
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Commercial Lines Customer Service Representative
Corporate Risk Advisors —Orlando, FL
License: Property & Casualty (any state). Corporate Risk Advisors *is a boutique independent insurance agency. What You’ll Love About Working Here*.
$45,000 - $55,000 a year
9d
High Net Worth Service Associate - Greater Seattle, WA Area
Fidelity Investments —Seattle, WA
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. The Purpose of Your Role.
$46,000 - $75,000 a year
Real Estate Agent
Cher —Los Angeles, CA
Educational content on being co-owned and certified by the only provider with C.A.R. Financing for homes on a permanent foundation and owning the land.
$99,567 - $115,375 a year
Quick Apply
Counsel, Employee Benefits & Tax
Empower —Greenwood Village, CO
Law Degree from an accredited university and a current license to practice law. Advise on all legal matters related to Empower’s nonqualified deferred…
$120,600 - $174,825 a year
5d
Luxury Sales Division Client Advisor
Nextten Stauer, LLC —Richmond, VA
Benefit from perks like a telephonic medical program, matching 401k, and discounted products. We're seeking energetic, competitive, and sales-minded…
$60,000 - $100,000 a year
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5d
Insurance Agent
Insurance Supermarket Inc. —Remote
Handle incoming sales calls efficiently. 2+ years of individual life insurance sales, with a life license in good standing. Company provided leads at no cost.
Estimated: $52.2K - $66.1K a year
Quick Apply
5d
Client Audit Analyst
Prime Therapeutics —Remote
Monitor and triage email communications received in the departmental mailbox; intake all audit notifications and initiate audit staging activities, such as…
$64,700 - $97,100 a year
6d
Senior Vice President, Wealth Solutions (Northeast Territory)
Griffin Capital Company —Massachusetts
Maintain high activity levels of face-to-face meetings requiring multiple days per week in the field. Conduct the following programs to develop relationships…
$125,000 a year
12d

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Collections Analyst (Insurance Industry Experience Required)

J.S. Held - Jericho, NY

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Job Details

Full-time $20 - $35 an hour

Benefits

Commuter assistance
Health insurance
Dental insurance
Vision insurance
401(k) matching

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Dynamics 365
Analysis skills
Organizational skills
Business
Communication skills
Negotiation

Full Job Description

The Company

Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work?

J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high-stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets.

The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.

The Team and Job Summary

We are seeking a Collections Analyst to join our Finance team. This is a unique opportunity for an entrepreneurial, highly driven person with a well-rounded skill set to join the team, whose responsibilities extend beyond those of a traditional collection professional. The ideal person for this role will need to not only have a strong grasp of accounts receivable and collections processes but also be flexible and a strategic thinker able to take on a variety of tasks.

Job Responsibilities

Collecting overdue funds from clients, which may involve the use of collection methods and techniques, and legal claims.

Stratifying collection activities to maximize cash receipts and issuing dunning letters to overdue accounts.

Regularly review client accounts to identify overdue payments.

Using skip tracing techniques to locate clients and contact them regarding overdue accounts to determine reasons for non-payment.

Negotiating payment arrangements and issuing payment commitment letters, and in some cases, repossessing merchandise when payment is unlikely.

Maintaining accurate records about customer payment status.

Required Qualifications

Collections experience with a track record of settling debts effectively.

Experience and proficiency in Word, PowerPoint, and Excel.

Must be detail-oriented and capable of working independently as well as part of a regional team.

Ability to commute to the office at least twice a week.

Negotiation Skills: This person must be well-versed in settling differences and reaching agreements beneficial to all parties involved.

Critical Thinking: The candidate must be able to think clearly and rationally, understanding the logical connection between ideas. This includes analyzing and solving problems by deducing consequences from known information.

Accurate and detailed account reconciliation skills.

Strong verbal and written communication skills are necessary to interact with customers and internal stakeholders effectively.

Attention to detail is vital for ensuring that all financial transactions and customer interactions are recorded correctly.

This position requires strong communication skills, both verbal and written, as well as proficiency in using various office software like Microsoft Excel and Word. It’s a role that demands a high level of organization, negotiation skills, and the ability to handle potentially stressful interactions with professionalism and tact.

Preferred Qualifications

Experience working in collections with clients in the insurance industry.

Microsoft D365 experience

Associate’s degree in business.

Physical and Mental Job Qualifications

Prolonged periods sitting at a desk and working on a computer.

Some of the Benefits We Have Include

J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team’s needs.

Our flexible work environment allows employees to work remotely, when needed
Flexible Time Off policy
Medical, Dental, and Vision Insurance
401k Match
Commuter Benefit

A reasonable estimate of the salary range for this role is $20.00 per hour - $35.00 per hour. Any offered salary range is based on a wide array of factors including but not limited to skillset, experience, training, location, scope of role, management responsibility, etc.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

By submitting your application, you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein. California residents can click here to learn more about the personal information we collect and here to learn about additional privacy rights that may be available.

Please explore what we’re all about at www.jsheld.com.

EEO and Job Accommodations

We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal!

J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

If you are an individual with a disability and would like to request for a reasonable accommodation, please email jobs@jsheld.com and include “Applicant Accommodation” within the subject line with your request and contact information.

#LI-DS1

#HP-123

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Client Advisor jobs in Remote

Collections Analyst (Insurance Industry Experience Required)

Financial Advisor

Digital Services - Senior Project Manager

Insurance Agent/Financial Advisor

Client Service Associate

Maximo Architect

Loan Agency Relationship Management Director

Business Development Representative

High Net Worth Service Associate - Greater Portland, OR Area

TRAVEL: Director of National Accounts

Industrial Sales Representative - Northwest Ohio

Investment Portfolio Analyst

Commercial Lines Customer Service Representative

High Net Worth Service Associate - Greater Seattle, WA Area

Real Estate Agent

Counsel, Employee Benefits & Tax

Luxury Sales Division Client Advisor

Insurance Agent

Client Audit Analyst

Senior Vice President, Wealth Solutions (Northeast Territory)

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