Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateGarden City, NY$31,200–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Client Service Associate Morgan StanleyClient Service AssociateGreenwich, CT$35,360–$61,200 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Executing money movement transactions at the request of the client and/or FA/PWA • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Senior Consultant, CFO Advisory - Financial Services Baker Tilly Virchow Krause, LLPSenior Consultant, CFO Advisory - Financial ServicesNew York City 66 Hudson Blvd E, NY$86,660–$164,300 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Manager, CFO Advisory - Financial Services Baker Tilly Virchow Krause, LLPManager, CFO Advisory - Financial ServicesNew York City 66 Hudson Blvd E, NY$124,910–$236,800 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Financial Services Associate, Sales Background Welcome WealthBridge Financial GroupFinancial Services Associate, Sales Background WelcomeLocust Valley, NYIn this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.
Tax Principal, Financial Services Baker Tilly Virchow Krause, LLPTax Principal, Financial ServicesNew York City 66 Hudson Blvd E, NYWhat you will do: Be a trusted leader of Baker Tilly's tax services providing federal tax compliance and consulting services to financial institution clients positively impacting your clients through: Being a valued tax business advisor, leading client relationships on day to day tax matters with various clients ranging from middle market to multinational. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Lead Financial Services Representative Northwell Health IncLead Financial Services RepresentativeMelville, NYWhen determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity). Perform all functions of the Financial Services Representative, including answering inbound and outbound patient calls, verifying insurance coverage, documenting patient information, and arranging alternative payment methods.
Assurance Director - Asset Management & Financial Services BDO USA PCAssurance Director - Asset Management & Financial ServicesStamford, CT$180,000–$265,000 / yearJob Duties: Business Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
Manager, Financial Services Regency Centers CorpManager, Financial ServicesWestport, CT$120,000–$140,000 / yearPerform due diligence functions (i.e., review of transaction agreements, lease and file review, environmental assessment, title and survey review, physical inspection, confirmation of zoning and entitlements, estoppel tracking and review), conduct local market research to gather competitive business intelligence, and close and transition new investments into the Regency portfolio. The Manager of Financial Services will manage the inherent risks in the underwriting, financial analysis, and due diligence functions associated with the acquisition, development, and/or re-development of shopping centers to ensure that Regency is making well-informed investment decisions based on all relevant facts and circumstances.
Transaction Advisory Manager - Financial Services Practice, Financial Due Diligence (FDD) BDO USA PCTransaction Advisory Manager - Financial Services Practice, Financial Due Diligence (FDD)Stamford, CT$100,000–$170,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
Tax Senior Manager - Financial Services - Insurance RSMTax Senior Manager - Financial Services - InsuranceStamford, CT$126,100–$253,000 / yearAs a Tax Senior Manager for RSM you will be responsible for the following job duties which are focused around three core concepts (Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development): Responsibilities: May have people leadership responsibilities. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.
Financial Services Specialist (Remote) All Financial FreedomFinancial Services Specialist (Remote)Greenwich, CTRemoteThe ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
Sr Financial Services Business Development Manager SinchSr Financial Services Business Development ManagerWFH - US - NY, NY$123,200–$154,000 / yearMore than 150,000 businesses - including Google, Uber, Paypal, Visa, Tinder, and many others - rely on Sinch's Customer Communications Cloud to power engaging customer experiences through mobile messaging, voice, and email. Job Responsibilities: You will play a key role in driving the growth, adoption, and success of Sinch's services across North America within your focus vertical, helping customers realize greater value from our solutions.
Senior Financial Services Representative Northwell Health IncSenior Financial Services RepresentativeMelville, NYVerifies insurance coverage for elective surgeries, high dollar services, and patients with on-going courses of treatment; notifies patient and arranges for alternative payment methods when insurance coverage does not cover services/courses of treatment. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
Senior Manager, Accounting And Financial Advisory Services Baker Tilly Virchow Krause, LLPSenior Manager, Accounting And Financial Advisory ServicesNew York City 66 Hudson Blvd E, NY$179,850–$340,970 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Financial Services Specialist Liam Masterson - State Farm AgencyFinancial Services SpecialistGARDEN CITY, NEW YORK$60,000–$120,000 / yearWe are seeking a motivated, licensed professional with experience in financial services, investment sales, insurance sales, or wealth management who is passionate about helping clients build and protect their financial future. Financial Services Specialist Salary Range $60,000 - $120,000 Established State Farm agency is hiring a Licensed Financial Services Specialist with active Series 65, 6, and/or 63 licenses.
Cybersecurity - Compliance Advisor Interactive Brokers Group IncCybersecurity - Compliance AdvisorGreenwich, CTIBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries.
Business Development Manager - Soundview Morgan StanleyBusiness Development Manager - SoundviewPurchase, New YorkAs part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Manager Financial Services - Selden Teachers Federal Credit UnionManager Financial Services - SeldenSelden, NY$75,000–$125,000 / yearDevelops strong partnership routines with business partners (Mortgage Loan Officers, Lending Specialists, Investment Advisors and others) to share the value of Teachers Federal Credit Union's membership. Summary: The Branch Manager manages a retail Credit Union branch that develops and grows customer relationships, promotes products and services, and delivers efficient operations.
Personal Banker III (Financial Services Representative) Suffolk Credit UnionPersonal Banker III (Financial Services Representative)Smithtown, NYFull timeRole Overview: As a Financial Services Representative III (Personal Banker) at Suffolk Credit Union, your primary responsibility is to deliver exceptional member experiences to both current and prospective members. Financial Services Representatives are expected to collaborate with cross-functional teams to achieve departmental and Credit Union goals while maintaining high accuracy and reliability.