Finance & Operations Specialist — Client-Focused
CORDA Investment Management
CORDA Investment Management is seeking an Accounting & Operations Specialist in the Memorial area of Houston, TX. This full-time position involves supporting financial operations, contributing to client service, and conducting administrative duties. Candidates should have over 5 years of accounting experience, proficiency in QuickBooks and Salesforce, and possess strong organizational skills. The role emphasizes a proactive mindset and a focus on accuracy across various tasks, from billing to event coordination. #J-18808-Ljbffr CORDA Investment Management
$345k - $400k
...A transactions, a good grasp of corporate law, and effective deal management skills. The position offers a competitive salary range of $345,000-$400,000 plus bonuses and substantial autonomy in client interactions and matter management. #J-18808-Ljbffr Considine SearchSuggested- A leading global financial services firm is seeking an experienced Analyst for its Investment Grade Finance team in New York City. The role involves direct client interaction, monitoring market dynamics, and preparing capital pitches. The ideal candidate will have at least...Suggested
$140k - $185k
...will support senior advisors and portfolio managers by analyzing client investment portfolios, conducting market research, and... ...performance reports. Ideal candidates possess a Bachelor's degree in Finance or related fields, and strong analytical skills. The role offers...SuggestedFull time- Chris Baily is seeking a Wealth Advisor to manage client relationships, deliver financial planning, and provide investment guidance.... ...team to assist clients with complex financial decisions while focusing on their long-term goals. Ideal candidates will have a Bachelor...SuggestedWork at office
- ...Advisor in Brooklyn, New York, to provide financial planning guidance and sell investment management solutions. This role focuses on serving TD Wealth clients by understanding their unique financial needs and goals. The ideal candidate has a bachelor's degree, 2+ years of...Suggested
- ...seeking a Financial Consultant in Greenville, Delaware, to engage clients face-to-face and provide personalized financial planning. The... ...should have FINRA Series 7 & 66 licenses, a strong customer-focused attitude, and a proven ability to develop client relationships....
- ...to join the Rebate Engagement team in New York. This role focuses on managing client contractual obligations and financial matters, emphasizing... ...Ideal candidates will have relevant experience in healthcare operations and will be proficient in Microsoft Excel. The position...
- ...new Rebate Engagement team, located in Kentucky. This role focuses on managing client contractual obligations and enhancing client satisfaction... ...a minimum of two years' experience in a financial or operational role, with strong skills in Microsoft Excel and a focus on...Full time
- ...Our Investment Operations Specialist will play a critical role supporting one of our top financial... ...providing high‑quality advisory services to clients. Working closely with an NMIS... ...licenses and a desire to support client‑focused advisory services, this role offers meaningful...Contract workWork at officeHome office
$46.99k - $112.2k
The Hispanic Alliance for Career Enhancement is seeking a candidate for the Rebate Engagement team in Oklahoma. This role focuses on managing client contractual obligations and requires excellent communication skills and project management capabilities. Candidates...Full time$145k - $175k
...Analyst/Associate - Export & Agency Finance (EAF US) - LatAm... ...team in the US**, with a primary focus on **Latin America and Multilateral... ...markets, working closely with clients, multilaterals, and internal teams... ...skills*** Ability to operate effectively in a **cross-border...Hourly payFull timeContract workWork experience placementWork at officeShift work- ...a Personal Banker SAFE Act in New York. This entry-level role focuses on enhancing customer loyalty and assisting with sales and service... ...credit requests, build referral opportunities, and deepen client relationships through effective service. Ideal candidates will...
$140k - $185k
...recruiting agency seeks an Investor Services Specialist in New York, NY. The role focuses on providing operational and client support to investor relations and portfolio teams... ...should hold a bachelor's degree in finance or a related field, possess excellent analytical...$30 - $36 per hour
Investment Operations Analyst (Cash Focus) -Newton, MA (Hybrid) We are seeking candidates for an Investment... ...: Process, monitor, and reconcile client-directed cash activity across multiple... ...Qualifications: Bachelor’s degree in Finance, Accounting, Economics, or a related...Contract workRemote work1 day per week$50k - $75k
A financial services company is seeking a motivated Business Development Manager in New Jersey. The role involves building client relationships, gathering information to develop financial plans, and preparing clients for retirement. Candidates should possess strong communication...Work experience placement- A financial services firm in New York seeks a Financial Services Representative to help clients by building tailored financial plans and advising on financial products. Responsibilities include analyzing customer needs and developing investment strategies. Ideal candidates...Work at officeFlexible hours
- A financial services company is seeking a Virtual Financial Advisor to provide clients with personalized financial guidance. In this remote role, you will engage clients through virtual meetings, leveraging your strong interpersonal skills and sales experience. You'll have...Remote job
- Soteria Reinsurance Ltd. in Greenville, DE is looking for a Financial Consultant to work with clients and offer personalized financial planning. You will provide comprehensive investment solutions and retirement plans while engaging in meaningful interactions with clients...
- ...team in New Jersey. This role involves managing client contractual obligations and working closely with finance and reporting teams. Candidates should have strong... ...A Bachelor’s degree and 2+ years in healthcare operational roles are required. The position offers...
$46.99k - $112.2k
...is seeking a dynamic individual to join the Rebate Engagement team. This full-time role includes responsibilities such as managing client contractual obligations, overseeing reporting and financial projects, and collaborating with cross-functional teams. The ideal candidate...Full time- # Client Operations CoordinatorApply Now## Benefits:* Remote* 401(k) matching* Home office stipend**Client Operations Coordinator**Founded in... ....* Maintain the Tutu tone communication approach with a focus on 100% client satisfaction.* Ensure all communication is on-...Hourly payLocal areaRemote workHome officeMonday to Friday
- Our household product brand client is seeking a highly organized and proactive Marketing Finance Operations Specialist to support the Marketing organization through ownership of financial operations, budget management, and cross‑functional coordination. This individual...
- 5+ years of experience in finance operations, accounting, procurement, or business operations Strong experience managing... ...Insight Global is seeking a Marketing Finance Operations Specialist for a top consumer products client. This candidate will act as the key liaison between...
- ...seeking a candidate for a leadership role in their Operations team. This position involves collaboration... ...communication, analytical skills, and a focus on risk management. They will work closely with institutional clients, sales & trading desks, and drive efficiencies...Work at office
$121k - $175k
A consulting firm is seeking candidates for a role focused on operational diligence and merger integration. Responsibilities include supporting client teams, leading integration processes, and mentoring junior staff. The ideal candidate will have a minimum of 2 years' experience...$73.5k - $147k
Mercer is looking for a Health Actuary - Analyst III to manage client projects focusing on health benefits strategies. The role involves analytical and project management skills, as well as the ability to create deliverables and direct junior analysts. Candidates should...$65 per hour
Sr. Investment Operations Specialist ($65/hr) Title: “Investment Operations Senior Specialist” Locations: Austin, TX or Newport Beach, CA or New... ...solutions/suggestions to bring the best outcome for our clients Oversee providers and ensure they are delivering qualitative...Work at officeFlexible hoursShift work$21 - $25 per hour
Kearny Bank in North Bergen, NJ is looking for a part-time Personal Banker responsible for delivering exceptional service to clients. You will manage client experiences, execute transactions, and identify opportunities for client growth. The ideal candidate will have cash...Hourly payFull timePart timeWork at office$50k
...Client Acquisition Specialist HOA Property Management 100% Remote (Must reside in the NY Tri-State Area) $50,000 / year plus commission Overview... ...HOA property management sector. This fully remote role focuses on identifying, engaging, and signing new HOA clients by building...Base plus commissionRemote workWeekend work- Associate, Investments - ABS Operations Specialist page is loaded## Associate, Investments - ABS Operations... ..., communication, core business focus, risk management, and striving for... ...Asset-Backed Securities and Asset-Based Financing transactions, with primary responsibility...Temporary workWork at officeImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Finance & Operations Specialist — Client-Focused. Be the first to apply!
- financial clearance specialist New York, NY
- financial operations specialist New York, NY
- financial services specialist New York, NY
- finance specialist New York, NY
- financial crimes specialist New York, NY
- financial management specialist New York, NY
- product operations specialist New York, NY
- sales operations associate New York, NY
- operations associate New York, NY
- data operations specialist New York, NY

