Financial Services Representative - State Farm Agent Team Member Brian Gill - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberMelville, NYFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Brian Gill - State Farm Agent, 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.
Student Financial Services Specialist Barnard CollegeStudent Financial Services SpecialistNew York City, NY$70,000–$75,000 / yearServe as a point person for HEOP/CSTEP Programs: Determine eligibility for prospective HEOP students during Early Decision (ED) and Regular Decision (RD) cycles; provide support and counseling to all assigned HEOP and CSTEP students, and assist the OP Office as needed. The position ensures compliance with federal, state, and institutional policies, delivers high-quality customer service and assists in piloting emerging service technologies, including AI-driven solutions, to continuously improve service delivery and response times.
Customer Success Manager, Financial Services - Strategic AlphaSense, Inc.Customer Success Manager, Financial Services - StrategicNew York, NY$80,000–$95,000 / yearThis CSM must be a commercial strategist capable of navigating complex stakeholder dynamics within a select group of 8-12 Strategic accounts, ensuring AlphaSense is not just a tool, but a mission-critical component of the client's technology stack. Deep-Dive Engagement & Account Influence: Act as the "Account Expert" for a select group of Financial Service Strategic clients, navigating and influencing multiple business units to drive business outcomes and product adoption.
Sales Associate / Client Service Associate - Wealth Management Jefferies Financial Group IncSales Associate / Client Service Associate - Wealth ManagementNew York, NY$75,000–$95,000 / yearThe Sales Associate / Client Service Associate will provide high-touch client service, sales support, operational coordination, and select trading support to a Wealth Management team serving executives, founders, private company clients, financial sponsors, PE/VC professionals, and high-net-worth relationships, with a focus on biotech and healthcare. The individual should be comfortable communicating with sophisticated clients by phone and email, managing tone appropriately, and supporting Financial Advisors with client service, business development, account administration, planning coordination, and trading-related workflows, including 10b5-1 trading plans.
Client Service Associate Fortress Investment Group LLCClient Service AssociateNew York, NY$100,000–$140,000 / yearThe Credit and Real Estate Business Capital Formation Associate will: Respond to daily investor inquiries via phone and email; investigating and problem solving on topics which can range from reporting, performance, fund documents/guidelines Liaising with fund administrators, and internal middle/back office, treasury, legal, and compliance teams to ensure timely and accurate delivery of investor correspondence and reporting Facilitate capital activity events including subscriptions, redemptions, transfers and reviewing and tracking documentation from investors while liaising with internal and external legal and tax counsel Updating and maintaining investor records Documenting processes and policies and recommending additional procedures to enhance investor communications Complete frequent investor reporting requests including DDQs and fee requests as well as sourcing responses and liaising with internal finance, asset management, and compliance teams to complete more complex reporting Have an understanding of and ensure compliance with FINRA, FATCA and ERISA obligations as well implementing AIFMD, FOIA, and AML/KYC procedures The ideal candidate will have: A bachelor's degree from a top university with a strong academic record At least 2 - 3 years of financial services experience - fund administration, fund operations, or fund accounting experience is preferred Credit and/or real estate experience a strong plus Advance proficiency in CRM systems focused on alternative investments Advanced proficiency in PowerPoint and Excel Excellent verbal and written communication skills and strong interpersonal skills Ability to effectively manage multiple priorities Self-motivation with the ability to work independently and as a team player Excellent organizational skills Meticulous attention to detail Strong work ethic and desire to excel in a dynamic and fast-paced work environment The base salary range for this position is expected to be between $100,000 and $140,000 The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The Client Service team communicates directly with investors and will play a critical role coordinating communication between investors, Wire Houses, Financial Advisors, Reginal/independent broker dealers, RIAs and our Administrator & Transfer Agent.
NewPGIM Custom Harvest - Client Service Associate Prudential Financial IncPGIM Custom Harvest - Client Service AssociateNewark, NJ$75,000–$105,000 / yearPGIM Custom Harvest, a division of PGIM Global Wealth, is a pioneer in the development of tax‑beneficial investment strategies using exchange‑traded funds (ETFs) for clients seeking improved after‑tax outcomes. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Client Service Associate Redshift Recruiting LLCClient Service AssociateNew York, NY$22–$25 / hourA well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations.
Client Associate Wells Fargo & CoClient AssociatePurchase, NY$27.88–$39.90 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.
Senior Registered Client Associate Wells Fargo & CoSenior Registered Client AssociateDarien, CT$34.62–$52.40 / hourExecute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Regional Director, Private Wealth & Wealth Solutions (External Sales) AssetMark, Inc.Regional Director, Private Wealth & Wealth Solutions (External Sales)New York, NYRemote$180,000–$200,000 / yearDrive adoption of AssetMarks Private Wealth offering by partnering with financial advisors to develop customized investment portfolios and comprehensive wealth management strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position combines business development, relationship management, and consultative sales, working closely with internal sales teams and subject matter specialists to support financial advisors in delivering customized investment and wealth management solutions to their clients.
Senior Consultant, National Federal Tax Services, Strategic Tax Review Deloitte Touche Tohmatsu LtdSenior Consultant, National Federal Tax Services, Strategic Tax ReviewNew York, NY$78,675–$160,750 / yearWithin NFTS, the Strategic Tax Review (STR) team focuses on identifying federal tax planning opportunities that can generate significant cash tax savings and, in some cases, lower a client's overall effective tax rate. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Senior Manager- Full- Stack Engineer (Financial Services) Ember Group ConsultingSenior Manager- Full- Stack Engineer (Financial Services)New York, New York$130,000–$150,000 / yearFuel Your Passion and Spark Your Potential at Ember Group Consulting Join a vibrant community of passionate individuals who share your drive to make a real impact. Compensation: $130,000.00 - $150,000.00 per year Join a vibrant community of passionate individuals who share your drive to make a real impact.
J.P. Morgan Advisors - Senior Client Associate JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client AssociateNew York, NYFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Sr Director of Operations - Station and Onboard Services - 90347017 - DC/New York National Railroad Passenger CorpSr Director of Operations - Station and Onboard Services - 90347017 - DC/New YorkNew York, NY$187,500–$242,892 / hourThe Senior Director of Operations leads a team of highly experienced operations leaders across Amtrak's Stations, Onboard Services, and Coach Cleaning functions on the Northeast Corridor (NEC), the core of Amtrak's national network. Our values of 'Do the Right Thing, Excel Together and Put Customers First are at the heart of what matters most to us, and our Core Capabilities, Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security' are what every employee needs to know and do to be most impactful at Amtrak.
Premier Financial Representative - East Meadow Teachers Federal Credit UnionPremier Financial Representative - East MeadowEast Meadow, NY$28.50–$34.15 / hourBuild a network of internal business partners (Retail network, Mortgage, Commercial Lending, TIS, etc.) to further enhance the member experience and meet member financial needs. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States.
Market Financial Center Manager - Queens East Market Bank of AmericaMarket Financial Center Manager - Queens East MarketSpringfield Gardens, New YorkWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.
Advisor Consultant Associate Neuberger Berman Group LLCAdvisor Consultant AssociateNew York, NYReporting to the National Sales Manager and serving as a member of the North American Intermediary sales team, the primary responsibility of the Advisor Consultant Associate (ACA) is to partner with the Advisor Consultants (external wholesaler) to promote and sell Neuberger Berman investment products through financial advisors within the Midwest and West regions. 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, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.
Insurance and Financial Services Position - State Farm Agent Team Member Hugo Gonzalez - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberHoboken, NJFull timeAs a State Farm team member for Hugo Gonzalez, 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 products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Client Service Associate Vista Wealth SolutionsClient Service AssociateArmonk, NY$60,000–$65,000 / yearWhere Precision Meets Purpose in a Firm Built on Legacy, Expertise, and Design At Integrity Advisors Pension Consultants, the Client Services Associate is more than an operations role — it’s the connective tissue of the entire client experience. If you thrive in a role where detail matters, relationships matter, and your work truly impacts people’s financial futures, you’ll feel right at home here.
Deals Services - Manager, Strategic Finance And Fp&A, Advanced Decision Modeling RSMDeals Services - Manager, Strategic Finance And Fp&A, Advanced Decision ModelingNew York, NY$112,100–$225,500 / yearThe 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. Develops and reviews complex, fully integrated financial models, including operating, cash flow, valuation, and transaction models, to support strategic decision-making.