✓ Banking and Financial Services ✕ Clear

Banking and Financial Services Jobs in Upper Darby Pennsylvania

4 positions found

Customer Accounts Advisor
Salary not disclosed

Customer Accounts Advisor


The salary range for this role is $14.75 to $15.50 per hour*. This position is also eligible for incentive pay based on performance.


 


Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership. 

Skills for Success  
Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron’s team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life. 

The Work  



  • Attainment and upkeep of customers’ accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments.
  • Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone 
  • Sell customers on the benefits of timely lease agreement renewal payments 
  • Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals 
  • Assist with merchandise returns and guest deliveries as directed by management 
  • Clean and certify merchandise in the Quality Assurance Center for all items personally returned 
  • Complete and maintain weekly vehicle maintenance sheet and route sheets daily 
  • Load, secure and protect product in company vehicle 
  • Safely operate company vehicle 
  • Assist the Sales Team as needed
  • Any reasonable duties requested by management 

Requirements



  • United States at least 21 years old with a valid state Driver’s License and compliance with the Company’s Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18.   
  • Must meet DOT requirements to obtain certification in required states (United States)
  • Ability to work schedule of hours varying from 8 am to 9 pm
  • Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly
  • Two years of retail/customer service experience preferred
  • High School diploma or equivalent preferred
  • Excellent interpersonal and communication skills
  • High energy with the ability to effectively perform all functions of the store and multitasking effectively
  • Proper telephone etiquette
  • Uphold the Aaron’s Brand and protect company assets
  • Maintain a professional appearance
  • Proficient computer skills



Aaron’s Total Rewards 



Our team members are our greatest asset. As an expression of our appreciation, Aaron’s is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**: 




  • Paid time off, including vacation days, sick days, and holidays  



  • Medical, dental and vision insurance  



  • 401(k) plan with contribution matching 


 



*Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting.  We may ultimately pay more or less than the posted range, and the range may be modified in the future.  An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. 



   



**Benefits vary based on FT and PT employment status.



 



 

permanent
View & Apply
Senior Corporate Accountant
Salary not disclosed
Conshohocken, PA 1 week ago

Founded in 1988, Hirtle Callaghan has been serving families and nonprofit organizations as their trusted investment office for over 35 years.


Our mission is to strengthen the families and institutions who positively impact the world by protecting and growing their investment assets. Our clients inspire us with their trust, and we know if we do our jobs well, it will mean more scholarships, more programs, more innovation, and more progress.


Hirtle Callaghan pioneered the model of the outsourced Chief Investment Officer (OCIO.) Our structure replicates that of the world’s most successful institutions, which have their own internal investment offices led by a highly qualified Chief Investment Officer. We deliver the same powerful advantages to families and nonprofits who choose to outsource rather than hire and manage investment staff in-house.


As an OCIO, we take an approach that is highly personalized, building customized investment portfolios to meet our clients’ unique goals. In choosing us as an investment partner, our clients gain access to a fully resourced investment office with sophisticated investment capability, purchasing power, access to skilled managers and full transparency.


The Corporate & Private Asset Fund Accountant will join the Finance team and support both the operating company and Hirtle Callaghan’s private asset funds. This role spans corporate accounting, revenue operations, fund accounting oversight, and financial reporting, working closely with the rest of the team to ensure continuity, accuracy, and cross-functional coverage across finance operations.


The ideal candidate brings approximately 4+ years of relevant experience in corporate and/or fund accounting within alternative investments. This position reports to the CFO and works closely with the Director of Fund Administration.


Key Responsibilities

  • Execute the full monthly revenue cycle for the operating company.
  • Prepare monthly financial statements and reporting packages for the CFO and Management Committee.
  • Lead month-end close activities, including journal entries, reconciliations, and variance analysis.
  • Coordinate and support annual financial statement audits for both the operating company and private asset funds.
  • Partner with third-party tax advisors on quarterly and annual tax reporting and filings for the operating company, private funds, and investors.
  • Assist in preparing corporate and fund-level expense and cash flow forecasts.
  • Support oversight of third-party fund administrator activities, including:
  • Review of investor capital calls and distributions
  • Validation of partner allocations
  • Monitoring fund expenses
  • Review of quarterly portfolio valuations
  • Review and summarize private fund transactions, partnering with internal stakeholders and external service providers to ensure accurate and timely accounting packages and reporting.
  • Document and enhance internal controls, processes, and accounting procedures.
  • Identify opportunities to improve efficiency and automation across finance and fund operations.


Competencies for success:

  • Bachelor’s degree in Accounting, Finance, or related field.
  • Strong knowledge of GAAP and financial reporting.
  • Effective written and verbal communication skills.
  • Strong analytical skills with exceptional attention to detail.
  • Intellectual curiosity and a desire to build and improve processes.
  • Demonstrates initiative and ownership while collaborating effectively within a team environment.
  • Flexibility in adapting to changing priorities and deadlines.
  • CPA certification or progress toward CPA preferred.
  • Familiarity with portfolio management systems (e.g., Burgiss Private I, Advent Black Diamond) preferred.
  • Experience with Sage Intacct preferred.
  • Proficiency in Excel; advanced modeling skills strongly preferred.
  • Experience with Python, VBA, or automation tools is a plus.


At Hirtle, Callaghan & Co., we don’t just accept difference – we celebrate it, we support it, and we thrive on it for the benefit of our clients and our employees. Hirtle, Callaghan & Co. is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or orientation, Veteran Status, or any other characteristic protected by federal, state or local laws. If you have a disability or special need that requires accommodation, please let us know.



No agencies please.

Not Specified
View & Apply
Financial Tips Evaluator (Remote)
$29 per hour - monthly

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.


Remote working/work at home options are available for this role.
temporary
View & Apply
On-Site HealthCare Campus Recruiter
USD $60,000.00/Yr. - USD $75,000.00/Yr
Wayne, PA 2 weeks ago
Overview:

At Genesis Healthcare, we are dedicated to improving the lives we touch through the delivery of high-quality care and exceptional service. As a leading provider in the long-term care industry, we believe in fostering a collaborative, inclusive and supportive work environment where every team member is valued and empowered to make a difference. Whether you're an experienced professional or just starting your career, we offer opportunities for growth, development, and advancement in a range of roles. Join us in our mission to enhance the well-being of our patients and residents while making a meaningful impact in the communities we serve.

Responsibilities:

THIS IS AN ON-SITE/IN PERSON OPPORTUNITY
POSITION REQUIRES DAILY TRAVEL 5 DAYS/WEEK TO ASSIGNED NURSING CENTERS AND WITHIN THE LOCAL COMMUNITY SURROUNDING THEM TO BUILD RELATIONSHIPS. ASSIGNED GEOGRAPHIC NURSING CENTERS ARE AS FOLLOWS:

 

Are you passionate about connecting people in your community with life-changing career opportunities? If you're a natural networker with a knack for identifying talent, then join our team as a Community Recruiter!


The Community Recruiter is responsible for sourcing, engaging, and hiring candidates directly from the community. You will attend local events, participate in job fairs, collaborate with local organizations and educational institutions, and build relationships with potential candidates through grassroots recruitment. 

 

Position Highlights
*Represent the company in the community by attending events and building partnerships to attract talent and create candidate pipelines. 

*Utilize networking skills and local knowledge to identify and engage potential candidates through nontraditional sourcing strategies that include direct outreach and community engagement.

*Conduct thorough interviews and screenings to assess candidate qualifications, skills, and cultural fit.

*Collaborate with our Corporate Talent Acquisition Department marketing team to create compelling recruitment materials and promote our employer brand within the community.

*Provide a positive and welcoming experience for all candidates, guiding them through the hiring process with transparency and support.

*Track recruitment activities, analyze effectiveness, and provide insights to optimize our community recruitment strategies.

Qualifications:

*Bachelor’s degree in Human Resources, Business Administration, or related field (or equivalent experience). 

*At least 2-4 years of experience in recruitment, talent acquisition, or community outreach. 

*Proven ability to source and engage candidates in a variety of settings, including in-person and online. 

*Strong communication and interpersonal skills, with the ability to connect with diverse groups of people. 

*Highly organized, self-motivated, and able to work independently in the field.

*Familiarity with local labor markets and community resources. 

*Willingness to travel frequently within the assigned region. 

*Valid driver’s license and reliable transportation

Benefits:

*Variable compensation plans
*Tuition, Travel, and Wireless Service Discounts
*Employee Assistance Program to support mental health
*Employee Foundation to financially assist through unforeseen hardships
*Health, Dental, Vision, Company-paid life insurance, 401K, Paid Time Off

*Free 24/7 virtual health care provided by licensed doctors for all Anthem medically-enrolled employees and their immediate family members

*On-Demand Pay Program that allows for instant access to a portion of the money you’ve already earned

 

We also offer several voluntary insurances such as:
*Pet Insurance
*Term and Whole Life Insurance
*Short-term Disability
*Hospital Indemnity
*Personal Accident
*Critical Illness
*Cancer Coverage

 

Restrictions apply based on collective bargaining agreements, applicable state law and factors such as pay classification, job grade, location, and length of service.

  Posted Salary Range: USD $60,000.00 - USD $75,000.00 /Yr.
permanent
View & Apply
jobs by JobLookup