Vaco LLCNewFinancial Systems Coordinator Vaco LLCFinancial Systems CoordinatorColumbus, OH$100,000–$115,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
OhioHealthClinical Nurse Manager Neuro – Surgical Services,OR Experience Required/Riverside Methodist Hospital OhioHealthClinical Nurse Manager Neuro – Surgical Services,OR Experience Required/Riverside Methodist HospitalColumbus, OHAssists the Manager in accountability for ongoing delivery of patient care in area(s) of responsibility; assures application of the nursing process by Registered Nurses in the clinical setting (assessment, planning, implementation and evaluation); assures documentation of patient care in the medical record. Maintains daily unit operations including the status of staffing, patient visits and/or admissions, discharges and transfers, serving as a resource to department/unit staff to guide patient care delivery.
OhioHealthStaff RN, Casual, Periop Services OhioHealthStaff RN, Casual, Periop ServicesColumbus, OHThe RN delegates nursing tasks to licensed practical nurses (LPNs) and unlicensed assistive personnel (UAPs) using the criteria written in the Ohio Nurse Practice Act. Implementation/Evaluation - Evaluates and documents response to nursing interventions and achievement of outcomes at appropriately determined intervals; as part of a multidisciplinary team, revises plan of care based on evaluative data (20%).
Fidelity InvestmentsFinancial Consultant - Columbus, OH Fidelity InvestmentsFinancial Consultant - Columbus, OHSunbury, OHSalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
FedExLead Retail Customer Service Associate FedExLead Retail Customer Service AssociateColumbus, Ohio$17.75–$20.85 / hourFull timeThe Lead Consultant’s time will be spent taking customer orders; coordinating store activities; providing pricing information; recommending the appropriate FedEx Office products and services; producing complex orders; operating equipment that requires advanced operational knowledge and expertise; managing, monitoring and facilitating all production processes. POSITION SUMMARY: The Lead Consultant is knowledgeable in all areas of the Store’s business, including print, signs & graphics, and shipping, and consistently delivers a positive customer experience to all customers.
FedExRetail Customer Service Associate FedExRetail Customer Service AssociateColumbus, Ohio$17–$19.98 / hourFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Sunbelt RentalsNewService Manager - Climate Control Sunbelt RentalsService Manager - Climate ControlPlain City, OH$56,304–$66,861 / yearReporting to include: - Equipment due for service - Fleet status Reporting - Equipment Service Record Reporting - Open work order report - Warranty claim summary report - Inventory management - Parts & merchandise detail reporting - Financial and historical trending - Service department financial summary - Shop foreman performance tool - Work order chargeback - Halt report - Open PO report - Tech paid hours vs. Sunbelt offers team members the following paid time off from work, subject to Sunbelt's policies (unless specified in a collective bargaining agreement): 12-25 vacation days depending on years of service.
Pyramid Consulting, IncHR Consultant Pyramid Consulting, IncHR ConsultantColumbus, OH$38–$40 / hourBy applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. The position requires sustained focus, accurate data handling, and the ability to manage repetitive review tasks while maintaining quality and consistency.
Talent Software ServicesConsumer Loan Servicing Specialist: III (Senior) Talent Software ServicesConsumer Loan Servicing Specialist: III (Senior)Columbus, OH$25–$31 / hourFull timeHigh level of professionalism and confidence with the ability to build credibility and work collaboratively with team members, leadership, Risk, Audit, IT, and business partners. Highly motivated with strong organizational (time management, planning, goal setting, tracking, etc.), analytical, decision making, and problem-solving skills.
CEO LifeNewLicensed Life Insurance Advisor - Commission Based CEO LifeLicensed Life Insurance Advisor - Commission BasedColumbus, OHThis 1099 entrepreneurial partnership is tailored for self-starting professionals who want to maximize their earning potential by utilizing a diverse portfolio of over 50 premier insurance carriers alongside a fully automated backend infrastructure. Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing campaigns, and instant multi-carrier quoting engines.
Rose InternationalNewCustomer Service - Financial Services Representative Jobs in USA, OH, Columbus | Rose International Job Rose InternationalCustomer Service - Financial Services Representative Jobs in USA, OH, Columbus | Rose International JobColumbus, OH$19–$19 / hourTemporaryRequired Education: Associate's DegreeRequired Experience: Three years work experience with two years product-related customer service work experience preferred. 2. Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication.3.
Rose InternationalCustomer Service - Financial Services Representative Jobs in USA, OH, Grandview Heights | Rose International Job Rose InternationalCustomer Service - Financial Services Representative Jobs in USA, OH, Grandview Heights | Rose International JobMarble Cliff, OH$19–$19 / hourTemporaryEducation: High school studies required Undergraduate studies desirable Participation in technical coursework such as LOMA, CLU, ChFC desirableExperience: Three years work experience with two years product-related customer service work experience preferred Work experience with undergraduate studies preferredKnowledge: General office practices, customer service, and office equipment Information systems and insurance/financial services industry practices (i.e Life Insurance) preferred Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniquesSkills: Effective written and oral communication skills to interact with customers, team members, and management Decision making skills necessary for customer contacts Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action Proven ability to operate a CRT and PCCredit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection processSummary of Job Responsibilities:Provides prompt efficient service for assigned product and/or service center internal and external customers. Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication3.
JPMorgan Chase Bank, N.A.Asset Management - Financial Advisor Services - Analyst JPMorgan Chase Bank, N.A.Asset Management - Financial Advisor Services - AnalystColumbus, OHFull timeThese include acting as a resource for prospecting new business opportunities, establishing and managing client relationships, educating clients about our products, and identifying top advisors through calling efforts, mail/e-mail campaigns, and referrals. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Rose InternationalCustomer Service - Bilingual Financial Services Analyst Jobs in USA, OH, Grandview Heights | Rose International Job Rose InternationalCustomer Service - Bilingual Financial Services Analyst Jobs in USA, OH, Grandview Heights | Rose International JobMarble Cliff, OH$20–$20 / hourTemporaryRose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). California Pay Equity: For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.
All Financial FreedomClient Services Specialist – Financial Services – Ohio All Financial FreedomClient Services Specialist – Financial Services – OhioColumbus, OH$31,000–$58,000This position is designed for professionals seeking long-term career growth, increased responsibility, and leadership development within a structured organization. Explain financial concepts related to protection, accumulation, and long-term planning.
Mike Mathers - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team Member Mike Mathers - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberWorthington, OHAs a State Farm team member for Mike Mathers - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Nationwide Mutual Insurance CoNewFinancial Services Analyst Nationwide Mutual Insurance CoFinancial Services AnalystColumbus, OH$46,345–$80,700 / yearNationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. Key Responsibilities: Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.
Nationwide Mutual Insurance CoNewFinancial Services Representative Nationwide Mutual Insurance CoFinancial Services RepresentativeColumbus, OH$46,345–$75,500 / yearNationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. Knowledge, Abilities and Skills: General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
Paul Mitchell SchoolsFinancial Aid Services Advisor Paul Mitchell SchoolsFinancial Aid Services AdvisorColumbus, OHThe Financial Services Advisor is responsible for providing excellent customer service and guidance to financial aid applicants and their families throughout the financial services process. The Financial Services Advisor is responsible to maintain a thorough knowledge of available types of financial aid, scholarships, and general student eligibility criteria.
Tailored ManagementFinancial Services Analyst Tailored ManagementFinancial Services AnalystGrandview Heights, OH$19–$19 / hourThis role involves handling follow-up communications, responding to customer inquiries, maintaining accurate documentation, and assisting with daily operational workflows. As a Financial Services Representative, you will support the New Business Advisory team in managing pending transfer applications and delivering exceptional customer service.
Tailored ManagementFinancial Services Representative Tailored ManagementFinancial Services RepresentativeGrandview Heights, OH$19–$19 / hourThis role involves handling follow-up communications, responding to customer inquiries, maintaining accurate documentation, and assisting with daily operational workflows. As a Financial Services Representative, you will support the New Business Advisory team in managing pending transfer applications and delivering exceptional customer service.
All Financial FreedomFinancial Services Specialist – Ohio All Financial FreedomFinancial Services Specialist – OhioColumbus, OH$31,000–$58,000This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.
Nesco Resource, LLCFinancial Support Services Specialist(Fully Remote) Nesco Resource, LLCFinancial Support Services Specialist(Fully Remote)Dublin, OHRemote$28–$32 / hourMental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines. clients, carriers, IT, client services, etc.); to provide support by assisting stakeholders and management with research, analysis, resolution, questions and concerns.
ICONMA, LLCFinancial Support Services Specialist ICONMA, LLCFinancial Support Services SpecialistDublin, OH$30–$32.14 / hourclients, carriers, IT, client services, etc.); to provide support by assisting stakeholders and management with research, analysis, resolution, questions and concerns. Maintains and analyzes accounts and financial data to ensure accounts and variances are accurately stated; and conducts timely reconciliations.
Memorial HospitalBilling Representative | Patient Financial Services, Full-Time Memorial HospitalBilling Representative | Patient Financial Services, Full-TimeMarysville, OHEmployee performs within the prescribed limits of the hospitals and departments Ethics and Compliance program and is responsible to detect, observe and report compliance variances to their immediate supervisor, or upward through the chain of command, the Compliance Officer, or the hospital hotline. Manages account review and processing from system WQs, insures timely follow-up on all unpaid claims within appropriate billing cycle; manages system denial remark module, taking steps to rectify current denial.
eTeam Inc.Financial Support Services Specialist eTeam Inc.Financial Support Services SpecialistDublin, OH$30–$32.13 / hourclients, carriers, IT, client services, etc.); to provide support by assisting stakeholders and management with research, analysis, resolution, questions and concerns. Maintains and analyzes accounts and financial data to ensure accounts and variances are accurately stated; and conducts timely reconciliations.
Accenture PlcTechnology Strategy Manager/Sr Manager, Financial Services Accenture PlcTechnology Strategy Manager/Sr Manager, Financial ServicesColumbus, OHKnown for our ability to execute at speed, we help our clients disrupt their markets through creating strategies that capabilities in operating model, enterprise architecture, and emerging technologies such as GenAI, rethinking business models for growth, efficiency, and customer satisfaction. • Build strong relationships with senior clients that go beyond the workplace, including beginning to develop C-suite relationships; drive a spirit of collaboration and teaming with client while serving as a true trusted advisor.
Succession PartnersNewHigh-Income Remote Sales Consultant – Financial Services Succession PartnersHigh-Income Remote Sales Consultant – Financial ServicesColumbus, OHRemote$80,000–$120,000In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Pyramid Consulting, IncNewFinancial Services Representative Pyramid Consulting, IncFinancial Services RepresentativeColumbus, OH$18–$19 / hourDemonstrates the ability to identify situations that require advanced technical knowledge or exception processing, and refers the situation to a lead team member if necessary. Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication.
Tailored ManagementBilingual Financial Services Representative (Hybrid) Tailored ManagementBilingual Financial Services Representative (Hybrid)Grandview Heights, OH$19.51–$19.51 / hourCommunicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.
SageAccount Executive – Financial Services SageAccount Executive – Financial ServicesColumbus, OHWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Pyramid Consulting, IncBilingual Financial Services Analyst Pyramid Consulting, IncBilingual Financial Services AnalystGrandview Heights, OH$18–$19 / hourBy applying to our jobs, you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Key Responsibilities:Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
Mike McClaskie - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team Member Mike McClaskie - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberHilliard, OHROLE DESCRIPTION: As a sales representative with the Mike McClaskie Insurance Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
MindlanceFinancial Support Services Specialist MindlanceFinancial Support Services SpecialistDublin, OHMental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines. clients, carriers, IT, client services, etc.); to provide support by assisting stakeholders and management with research, analysis, resolution, questions and concerns.
Jonathan Yu - State Farm AgentInsurance and Financial Services Position - State Farm Team Member Jonathan Yu - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberColumbus, OHAs a State Farm Lifetime President's Club Qualifier, Chairman’s Circle Agent, and Million Dollar Round Table Court of the Table Qualifier, we’ve earned numerous accolades for our excellence in service. Join Jonathan Yu State Farm in Columbus, OH, where we are passionate about helping our customers save on insurance, from auto and home to renters and life insurance.
Nesco Resource, LLCFinancial Support Services Specialist Nesco Resource, LLCFinancial Support Services SpecialistDublin, OH$30–$32 / hourThe ideal candidate will possess strong analytical abilities, communication skills, and the ability to manage multiple priorities while partnering effectively across departments and external organizations. This role serves as a financial liaison between internal and external business partners including clients, carriers, IT, client services, and other stakeholders.
IconmaFinancial Support Services Specialist IconmaFinancial Support Services SpecialistDublin, OH$27.14–$32.14 / hourClear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines. Responsibilities:Maintains and analyzes accounts and financial data to ensure accounts and variances are accurately stated; and conducts timely reconciliations.
Accenture PlcCPQ Consultant - Financial Services Accenture PlcCPQ Consultant - Financial ServicesColumbus, OHThe work: While there will never be a typical day at Accenture Song, weve highlighted a few of your exciting responsibilities: Help clients transform and optimize their CRM, sales, quoting experience, and pricing strategies. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration.
Macpower Digital Assets Edge Private LimitedData Scientist Insurance & Financial Services Macpower Digital Assets Edge Private LimitedData Scientist Insurance & Financial ServicesColumbus, OH$56–$56 / hourJob Summary Demonstrated experience working directly with stakeholders, business partners, SMEs, systems peers, and cross-functional teams to gather data requirements and design data models that align with business needs. Experience designing data models across multiple distinct patterns (relational, dimensional, hybrid) for data warehouses, BI, and big data applications.
Allen AgencyNewFinancial Services Professional Allen AgencyFinancial Services ProfessionalColumbus, OhioRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
Apidel TechnologiesFinancial Support Services Specialist Apidel TechnologiesFinancial Support Services SpecialistDublin, OHContractorClear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines. clients, carriers, IT, client services, etc.); to provide support by assisting stakeholders and management with research, analysis, resolution, questions and concerns.
Tailored ManagementNewFinancial Service Analyst Tailored ManagementFinancial Service AnalystColumbus, OH$19–$19 / hourConsults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units. Key Responsibilities:Responds to inquiries from customers, brokers, agents, and government agencies through oral and written communications.
KEMBA Financial Credit UnionFinancial Advisor KEMBA Financial Credit UnionFinancial AdvisorColumbus, OHThe Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial goals and objectives from face-to-face financial analysis and identifying appropriate insurance and securities products to meet Members goals and objectives. Cultivates strong working relationships and build trust among Credit Union Staff and Members along with other key local people in the Credit Union movement, attend/participate in staff meetings and other Credit Union staff functions.
Timothy WalkFinancial Advisor Timothy WalkFinancial AdvisorUpper Arlington, OH$61,000–$119,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis.
Nationwide Mutual Insurance CoNewFinancial Business Advisor (Financial Consultant) - P&C Finance - REMOTE Nationwide Mutual Insurance CoFinancial Business Advisor (Financial Consultant) - P&C Finance - REMOTEColumbus, OHRemote$97,000–$180,000 / yearNationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. It is a high-visibility finance advisory position for someone who wants broad exposure to property and casualty insurance, including areas such as reinsurance, premium-related accounting, expense allocation, statutory reporting considerations, and cross-functional finance operations.
Skylight Financial GroupFinancial Advisor Skylight Financial GroupFinancial AdvisorDublin, OH$75,000–$150,000 / yearSkylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets. With Skylight support, you will be able to provide peace of mind around concerns that clients face such as the ability to fund a college education, prepare for retirement, protecting themselves from the risks of life and increasing their overall confidence that they are on the right track.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorUpper Arlingtn, Ohio$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
First Command Financial Services, Inc.Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsColumbus, OHDevelop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.
First Command Financial Services, Inc.Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Financial Advisor - Experienced ProfessionalsColumbus, OHDeliver Advanced Personalized Planning Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families. First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program the U.S. government the U.S. Armed Forces or any other third-party mentioned on this site.
JPMorgan Chase & CoCapital Financial Analysis - Associate, Treasury Controllers JPMorgan Chase & CoCapital Financial Analysis - Associate, Treasury ControllersColumbus, OHAs a Capital Financial Analysis - Associate in the Treasury Controllers team, you will play a key role in managing the balance sheet, capital, risk weighted assets, liquidity, and interest rate risk. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.