Regulatory Reporting Associate AxelonRegulatory Reporting AssociateJersey City, NJ$34.71–$45 / hour5+ years of experience working in the Broker Dealer Industry, preferably experience working with 15c3-1, 15c3-3 Customer Reserve, and FCM regulatory reporting inclusive of CFTC filings. Collaborate with internal teams to gather, analyze, and verify data for reporting purposes.
FY27 - Financial Services - Private Client Services - Tax Services Senior Manager EDGE Ernst & Young Global LtdFY27 - Financial Services - Private Client Services - Tax Services Senior Manager EDGENY$127,900–$291,900 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction.
FY27 - Financial Services - Private Client Services - Tax Services Manager EDGE Ernst & Young Global LtdFY27 - Financial Services - Private Client Services - Tax Services Manager EDGENY$103,100–$188,900 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction.
Financial Services Associate (Financial Counseling) New York University School of MedicineFinancial Services Associate (Financial Counseling)New York, NY$50,204.70–$57,876 / yearIn this role, the successful candidate as part of the Financial Counseling team, the Financial Services Associate supports administrative and operational functions that ensure accurate patient account management and an exceptional patient experience. Minimum Qualifications: To qualify you must have a Associates Degree preferred but not required plus 2-3 years experience in patient accounts or in a related field or an equivalent combination of education and experience.
Financial Services Associate (Financial Counseling) NYU Langone HealthFinancial Services Associate (Financial Counseling)New York, NY$50,204.70–$57,876Full timeIn this role, the successful candidate as part of the Financial Counseling team, the Financial Services Associate supports administrative and operational functions that ensure accurate patient account management and an exceptional patient experience. has ranked NYU Langone the No. 1 comprehensive academic medical center in the country for three years in a row, and U.S. News & World Report recently placed nine of its clinical specialties among the top five in the nation.
Sales Executive, Financial Services - Associate Director, New York - WAM Ernst & Young Global LtdSales Executive, Financial Services - Associate Director, New York - WAMNY$265,650–$305,550 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. The Sales & Strategic Pursuits Organization shapes and drives an integrated growth strategy across EYs most strategic accounts, industry sectors, solutions, and services, while demonstrating and achieving market leadership through a client centric culture.
Sales Executive, Financial Services - Associate Director - (New York or Charlotte) Ernst & Young Global LtdSales Executive, Financial Services - Associate Director - (New York or Charlotte)NY$243,530–$305,550 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. The Sales & Strategic Pursuits Organization shapes and drives an integrated growth strategy across EYs most strategic accounts, industry sectors, solutions, and services, while demonstrating and achieving market leadership through a client centric culture.
Sales Executive, Financial Services - Associate Director, New York - BCM Ernst & Young Global LtdSales Executive, Financial Services - Associate Director, New York - BCMNY$265,650–$305,550 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. The Sales & Strategic Pursuits Organization shapes and drives an integrated growth strategy across EYs most strategic accounts, industry sectors, solutions, and services, while demonstrating and achieving market leadership through a client centric culture.
Sales Executive, Financial Services - Associate Director, New York - Insurance Ernst & Young Global LtdSales Executive, Financial Services - Associate Director, New York - InsuranceNY$265,650–$305,550 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. The Sales & Strategic Pursuits Organization shapes and drives an integrated growth strategy across EYs most strategic accounts, industry sectors, solutions, and services, while demonstrating and achieving market leadership through a client centric culture.
Senior Associate, Risk Consulting - Financial Services RSM US LLPSenior Associate, Risk Consulting - Financial ServicesNY$77,700–$146,900 / yearIn the Financial Services Risk, Compliance, and Internal Audit Practice we frequently work as or alongside a client's internal audit function, the chief risk officer or risk function, Sarbanes-Oxley project team, lender field examination teams and various other members of management tasked with managing risk. As a senior associate in RSM's growing Financial Services Risk Consulting Practice, you will have the opportunity to draw from your experience and knowledge while continuing to grow your leadership skills through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture.
Ultra High Net Worth Executive Financial Services Rule 10b5-1 Strategy Associate Morgan StanleyUltra High Net Worth Executive Financial Services Rule 10b5-1 Strategy AssociatePurchase, NY$80,000–$100,000 / 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. Position Summary and Responsibilities: As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, this person will be responsible for the white glove adoption and trade management of 10b5-1 trading plans and enhance strategy and analysis for the UHNW Desk and broader EFS Department.
NewManaged Services Deal Architect - Financial Services - Record to Report (R2R) Deloitte Touche Tohmatsu LtdManaged Services Deal Architect - Financial Services - Record to Report (R2R)NY$122,000–$240,500 / yearThis role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateNY$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Associate, Content Financial Services Gerson Lehrman Group IncAssociate, Content Financial ServicesNY$55,000–$72,000 / yearWe connect global decision-makers-from hedge fund managers and private equity partners to strategy leaders at Fortune 500s-with the specific, authoritative voices required to answer their most critical questions. The Events team identifies, researches, and curates additive content across a variety of subject matter areas, which are turned into in-person or virtual meetings featuring industry experts.
Service Line Specialist - Moment Practice- Financial Services, Fintech & Insurance Cognizant Technology Solutions CorpService Line Specialist - Moment Practice- Financial Services, Fintech & InsuranceNYRemote$170,000–$185,000 / yearComprised of industry creative leaders and technology experts, Cognizant Moment helps businesses build a new kind of experience ecosystem - one that combines big data insights with the imaginative application of generative AI to drive innovation and deliver hyper-personalized, dynamic experiences that drive brand growth and differentiation. In this role you will: Drive growth - Your work will include crafting a sales plan, leading a pipeline of opportunities, and working with new prospects and existing clients to build a problem statement that serves as a guidepost for solutioning.
Alliance Sales Executive, Associate Director, Snowflake - Financial Services Ernst & Young Global LtdAlliance Sales Executive, Associate Director, Snowflake - Financial ServicesNY$221,410–$280,070 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Translate Snowflake capabilities into outcomes that resonate with Financial Services executives, including resiliency/availability, regulatory compliance and trust, fraud and financial crime detection, enterprise data modernization, cybersecurity, and AI-driven risk management and growth.
Sr Principal Consultant - Financial Services - NetSuite Advanced Customer Support (ACS) - Managed Services Oracle CorpSr Principal Consultant - Financial Services - NetSuite Advanced Customer Support (ACS) - Managed ServicesNY$93,900–$143,900 / yearOracle NetSuite''s Advanced Customer Support (ACS) team is seeking a seasoned consultant with expertise supporting Financial Services organizations, including Consumer & Commercial Financial Services firms, specialty finance organizations, lending institutions, payment and financial technology providers, wealth and asset management firms, Investment Banks, Private Equity firms, venture capital organizations, and other financial institutions. As part of the ACS team, this role will help Financial Services customers optimize NetSuite across core financial management and accounting processes, including multi-subsidiary and multi-currency operations, financial close, budgeting, tax management, cash application, bank reconciliation, revenue recognition, compliance, regulatory and investor reporting, and financial analytics.
Investment Banking Associate - Financial Services - Insurance Piper Sandler CompaniesInvestment Banking Associate - Financial Services - InsuranceNY$175,000–$225,000 / yearOur investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. The Group's market-leading deal flow will provide the Associate immediate opportunity to take part in structuring and executing a variety of mergers and acquisitions, capital raising transactions, and other strategic advisory projects.
Financial Services - Global Compliance and Reporting - Real estate -Tax Services Manager-EDGE Ernst & Young Global LtdFinancial Services - Global Compliance and Reporting - Real estate -Tax Services Manager-EDGENY$104,600–$191,600 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
Alliance Sales Executive, Associate Director - ServiceNow - Financial Services Ernst & Young Global LtdAlliance Sales Executive, Associate Director - ServiceNow - Financial ServicesNY$221,410–$280,070 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Translate ServiceNow capabilities into outcomes that resonate with Financial Services executives, including regulatory compliance and controls, operational resilience, customer and advisor experience, case and claims modernization, cybersecurity and security operations, and AI‑enabled workflow automation.
Financial Services Litigation Attorney - Commercial Hinshaw & Culbertson LLPFinancial Services Litigation Attorney - CommercialNY$140,000–$210,000 / yearHinshaw & Culbertson, a leading national law firm, seeks a mid- to senior-level litigation Associate and/or Senior Counsel to join the Consumer Financial Services practice, working remotely from upstate New York, the Hudson Valley, or Suffolk County. The position is an exceptional opportunity for candidates seeking high responsibility to partner with clients and supervising attorneys to develop strategy, litigate, and resolve disputes involving defaulted commercial loans for traditional and non-traditional lenders.
Financial Services Litigation Attorney Hinshaw & Culbertson LLPFinancial Services Litigation AttorneyNY$140,000–$200,000 / yearHinshaw & Culbertson, a leading national law firm, seeks a mid to senior-level litigation associate to join its New York City office Consumer Financial Services practice. Title:Financial Services Litigation AttorneyID:731229048Department:AttorneyLocation:New York, NYSalary Range:Estimated $140K - $200K annually.
Audit Senior Associate or Supervisor - Financial Services Weaver And Tidwell LLPAudit Senior Associate or Supervisor - Financial ServicesNY$85,000–$120,000 / yearEngagements will primarily service a variety of clients within the Financial Services Industry (Alternative Investment Funds, Financial Institutions, Broker/Dealers, and others) along with periodically assisting on client engagements in other industries. Audit Investment Funds Senior Associates or Supervisors will perform in-charge responsibilities as assigned on larger and more complex engagements and manager responsibilities on smaller and less complex engagements.
Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Senior Associate - Financial ServicesNY$80,000–$115,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
PEPI: Manager, CFO Services -- Financial Reporting Advisory (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Holdings LLCPEPI: Manager, CFO Services -- Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)NY$125,000–$190,000 / yearAdditionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. Alvarez & Marsal is aware of various employment scams involving interviews and offers of employment through the use of imposter websites, social media profiles, spoofed email addresses, and other fraudulent means.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateNY$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate and Infrastructure Transactions Senior AssociateNJ$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Tax Senior Associate - Financial Services [Private Equity or Hedge Fund] CohnReznick LLPTax Senior Associate - Financial Services [Private Equity or Hedge Fund]NY$85,000–$140,000 / yearLocated in almost every financial center across the United States-New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more-our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence, and timely response to questions and requests. As a result of the unique organizational structure of most private investment funds, youll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service.
EY-Parthenon - Strategy and Execution - Deal Management - Financial Services - Senior Associate Ernst & Young Global LtdEY-Parthenon - Strategy and Execution - Deal Management - Financial Services - Senior AssociateNY$130,000–$185,000 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Within EY-Parthenons Strategy and Execution sub service line, the Deal Management - Financial Services practice works on the most complex and high-profile global transactions in the financial services sector.
FY27 - Financial Services - Private Client Services - Tax Manager Ernst & Young Global LtdFY27 - Financial Services - Private Client Services - Tax ManagerNY$106,500–$195,100 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
Associate Director, Financial Services S&P Global IncAssociate Director, Financial ServicesNY$120,000–$190,000 / yearWith offices in 26 countries, rating $47.5 trillion in debt, and with nearly 1,400 credit analysts, S&P Global Ratings is an important part of the world's financial infrastructure and has played a leading role for more than 150 years in providing investors and financiers the information they need to more easily, quickly, and efficiently provide capital to businesses and governments. Conduct detailed research and high-level advanced analysis on complex industry topics, such as capital frameworks, operational risk, liquidity risk, and complex quantitative modeling leading to credit insights, peer comparisons, and industry commentaries.
NewFinancial Services Team Associate Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial Services Team AssociateGreenvale, NY$100,000–$200,000 / yearBlue Ocean Wealth Solutions has been recognized as a Top Long Island Workplace from 2018–2025 by Schneps Long Island / Long Island Press—reflecting our commitment to culture, professional growth, and client excellence. We are seeking a motivated Financial Services Team Associate to support the development and servicing of long-term client relationships while delivering personalized, goals-based financial guidance.
Investment Banking Senior Analyst | Financial Services Houlihan Lokey Europe GmbHInvestment Banking Senior Analyst | Financial ServicesNY$110,000–$130,000 / yearAs a leading M&A advisor, Houlihan Lokey's Financial Services Group covers virtually every segment of financial services, including: (i) specialty finance, (ii) insurance, (iii) asset and wealth management, (iv) broker-dealers and capital markets, (v) banking and depositories, and (vi) mortgage and related services. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
Financial Services Recruiter L'attitudeFinancial Services RecruiterNewark, NJIf you're passionate about helping people grow their careers while partnering with companies to build high-performing teams, we have the perfect opportunity as a Financial Services Recruiter. At L'Attitude Recruiting, we're on a mission to connect exceptional talent with exceptional companies, and we're looking for an experienced Financial Services Recruiter to help us fuel that mission.
Senior Counsel, Sotheby's Financial Services Sotheby'sSenior Counsel, Sotheby's Financial ServicesNY$200,000–$230,000 / yearSelling categories include Contemporary Art, Modern and Impressionist Art, Old Masters, Chinese Works of Art, Jewelry, Watches, Wine and Spirits and Design, as well as collectible cars and real estate through RM Sotheby's and Concierge. The attorney will be responsible for providing transactional and legal support to the SFS business, focusing on loans backed by fine art and collectible assets, consignor advances, as well as other transactional initiatives in the U.S. and abroad.
Manager, Financial Services Tax (Insurance) Alvarez & Marsal Holdings LLCManager, Financial Services Tax (Insurance)NY$145,000–$185,000 / yearAs a member of the Financial Services Tax - Insurance practice, you will play a key role in both client delivery and day-to-day engagement management: Manage the execution of insurance tax consulting engagements, including Subchapter L technical research, issue identification, and development of practical tax solutions. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.
Audit Manager - Financial Services Weaver And Tidwell LLPAudit Manager - Financial ServicesNY$130,000–$160,000 / yearA Weaver Audit Investment Funds Manager is a driven team leader who provides excellent service to clients throughout all phases of the audit while developing, training and mentoring Associates and Senior Associates. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth.
Financial Services Representative Strategic People AdvisorsFinancial Services RepresentativeHackensack, NJFull timeWe are representing a prominent local general agency of OneAmerica Financial® that actively prioritizes developing high-performing professionals transitioning from non-financial fields. To support your transition, our client partner provides dedicated startup financing programs, transition allowances, and fully sponsored licensing training during your launch phase.
Vice President, Banking & Financial Services Industry Leader Quantum Metric IncVice President, Banking & Financial Services Industry LeaderNYRemote$220,000–$250,000 / yearWe also have a number of Employee Resource Groups that provide spaces to discuss, share, and reflect on topics that impact us both inside and outside of work - from being new to SaaS or navigating it as a first-time parent, to overcoming the barriers faced as Black, Hispanic, Asian American and Native Hawaiian/Pacific Islander, LGBTQIA or other underrepresented backgrounds. This role will take a highly proactive approach to building the Banking & Financial Services business at Quantum Metric through strategic market displacement, pipeline growth and account expansion, and establishing Quantum Metric's brand authority within the BFSI space.
Financial Services Consulting Senior Manager Weaver And Tidwell LLPFinancial Services Consulting Senior ManagerNY$155,000–$265,000 / yearThis role combines regulatory advisory experience spanning the SEC, CFTC, NFA, the Investment Advisers Act, the Investment Company Act and other relevant U.S. financial services regulatory regimes with balanced data-enabled advisory delivery across data governance, regulatory reporting, analytics, dashboards, tooling and transformation. Experience advising across the full spectrum of investment fund types, including hedge funds, private equity, private credit, venture capital, real estate funds, registered investment companies (mutual funds, ETFs, BDCs), funds of funds and other alternative investment vehicles.
Sales Director, Financial Services LiveRamp Holdings IncSales Director, Financial ServicesNY$117,500–$175,000 / yearHundreds of global innovators, from iconic consumer brands and tech giants to banks, retailers, and healthcare leaders turn to LiveRamp to build enduring brand and business value by deepening customer engagement and loyalty, activating new partnerships, and maximizing the value of their first-party data while staying on the forefront of rapidly evolving compliance and privacy requirements. LiveRamp offers complete flexibility to collaborate wherever data lives to support the widest range of data collaboration use cases-within organizations, between brands, and across its premier global network of top-quality partners.
NewFinancial Services Representative -Garden City, NY FidelityFinancial Services Representative -Garden City, NYGarden City, New YorkRemoteDuring your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Services Representative -Plainview, NY FidelityFinancial Services Representative -Plainview, NYPlainview, New YorkRemoteDuring your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
NewFinancial Services Representative Fifth Avenue FinancialFinancial Services RepresentativeNew York, NY$38,000–$150,000 / yearLicensing: If you do not already have the SIE, Series 7, 66, and/or Life, Accident & Health license, you will work towards obtaining these to offer associated services, in addition to your continued professional development. Monitor markets, research financial products, and stay updated with new developments in the financial sector.
Legal Administrative Assistant - Real Estate Financial Services PolsinelliLegal Administrative Assistant - Real Estate Financial ServicesNew York, New YorkOther essential requirements for this position include the ability to communicate effectively and professionally to develop rapport with co-workers as well as clients, maintain strong working relationships, exhibit meticulous attention to detail, handle confidential and sensitive information, and possess strong proofreading and typing skills. Polsinelli has a position available for an experienced full-time Legal Administrative Assistant in their New York office, supporting attorneys in the Real Estate Financial Services practice group.
Student Financial Services Coordinator St Francis CollegeStudent Financial Services CoordinatorNYFinancial Reconciliation and Data Integrity Reconcile daily transactions to ensure accuracy and completeness Review account activity, identify discrepancies, and support resolution Maintain the integrity of financial and transactional records Reporting and Administrative Support Prepare reports and maintain tracking tools and documentation Ensure organized records to support audits and internal reviews Provide general administrative support to Student Financial Services Collaboration and Process Improvement Partner with leadership to enhance workflows and operational efficiency Support process improvements and system updates Collaborate with cross-functional teams as needed Compliance and Confidentiality Maintain confidentiality of student financial information Ensure compliance with institutional policies and applicable regulations Qualifications Bachelors degree in Finance, Accounting, Business, or related field preferred Experience in finance, customer service, or administrative operations preferred Ability to work accurately in a deadline-driven environment Required Skills and Competencies Advanced Microsoft Excel skills, including formulas, sorting, filtering, and lookups Strong communication, interpersonal skills and customer service mindset Ability to analyze and interpret financial data Strong attention to detail and organization Sound judgment and problem-solving ability Ability to manage multiple priorities in a fast-paced environment Ability to work independently and collaboratively Interested applicants can apply by clicking here. Essential Duties and Responsibilities: Student Financial Services Coordinator Student Support and Customer Service Serve as a primary point of contact for students and families regarding tuition, billing, payment plans, and account balances Provide accurate and timely support via email, phone, and in-person interactions Deliver a professional, student-centered service experience aligned with SFC values Account Management and Transaction Processing Process payments, charges, adjustments, and refunds in accordance with College policies Maintain accurate student account records within institutional systems Support payment plan administration and follow up on outstanding balances.
Insurance and Financial Services Position - State Farm Agent Team Member Caitlin Mcvicker - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberBeacon, NYAs our Insurance and Financial Services Position - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: Caitlin Mcvicker - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.
Senior Tax Associate (HNW-Financial Services) PKFOD CareersSenior Tax Associate (HNW-Financial Services)New York, New YorkThe Senior Tax Associate will support the tax planning and compliance functions for ultra-high-net-worth individuals and their families, with a focus on financial services clients such as hedge funds, private equity, and other investment-related individuals. This role will also assist in supporting the tax compliance needs of fund management companies, working alongside senior team members and client leadership, including CFOs.
Student Financial Services Counselor Mercy UniversityStudent Financial Services CounselorNY$49,467–$53,671 / yearProcess daily payment and related receipts; including, not exclusively, book store voucher processes; collect resulting registration payments; issue appropriate receipts; post appropriate payments; issue applicable receipts; reconcile daily receipts; process refund requests and account corrections; sell parking permits; accept payments for special services. Job summary: Under the direction of the Assistant Director of Student Financial Services, along with the Senior Assistant Director of Student Financial Services, the Counselor will assist with the daily operations of the Student Financial Services Offices to support the Campus Operations team, ensuring the professional, efficient and compliant processing of student records.
Data Architecture & Engineering - Senior - Financial Services - Consulting - NYC Ernst & Young Global LtdData Architecture & Engineering - Senior - Financial Services - Consulting - NYCNY$106,900–$176,500 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Must have practical experience assisting clients with development of one or more of strategic Data Architecture and Engineering, Cloud Data Modernization, Data migration and Event-driven architecture, preferably focused on financial services.