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
- 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
$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$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$25 - $30 per hour
...multi-service organization focusing primarily on the needs of... ...and aging New Yorkers. We operate at community centers located... ...Workforce (EDW) team, the Finance & Data Operations Specialist's focus is ensuring all... ...safety and well-being of clients, staff, and visitors by observing...SuggestedHourly payLocal areaAfternoon shift- ...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....
- 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
- ...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...$80k - $135k
Global Banking & Markets Operations - Equities Client Integration - Associate - New York location Business Unit Overview Equity Operations is a... ...of new Equities and Fixed Income clients globally and is focused on efficiency, good client experience and front‑to‑back straight...Full timeTemporary workWork at officeFlexible hours$75k - $125k
...Valuations & Middle Office Operations Analyst/Associate to... .... Additionally, the specialist will assist in... ...counterparty metrics, costs, and financing rates. Assist... ...contact for internal clients (Portfolio Managers/Traders... ...and long-term in focus, the firm has built a...Work at officeLocal areaWorldwideShift work3 days per week$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- ...Financial Advisor in Bear, Delaware. This role involves providing tailored financial planning and investment management solutions to clients. Responsibilities include managing client relationships, ensuring exceptional service, and achieving sales goals within a three-...
$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- ...seeking a customer support professional in Georgia. This role focuses on delivering accurate support, timely account billing, and managing... ...position offers hands-on experience in billing processes and client inquiries, making it ideal for individuals eager to grow in...Work experience placement
- 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...
- 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
- BCIU is seeking a Coordinator, Finance and Gala, to provide essential support within the Finance team based in New York. This role will focus on accounting operations and the planning of the Annual Dwight D. Eisenhower Global Awards Gala, a key annual event. The ideal candidate...
- Verisma Systems, Inc. is looking for a Client Operations Supervisor in Kentucky to oversee the efficient operation of assigned accounts. This role includes training and staffing responsibilities while ensuring high-quality service. The ideal candidate will have a High School...
$85k - $110k
...United States Job Description Role Overview As an Analyst on our Client Portfolio Management (CPM) team within Fixed Income, you will be... ...appealing, accurate, and consistent with brand guidelines. Focus on refining presentations and documents to maximize impact and clarity...Full timeTemporary workPart timeWork at office$20 - $23 per hour
Part-Time Virtual Client Service Associate (10 Hours/Week) Martin’s Financial Consulting... ...Key Responsibilities Administrative & Operational Support Manage scheduling and calendar... ...Financial Planning Support (MoneyGuide Focus) Input client data into financial planning...Hourly payPart timePrivate practiceRemote work10 hours per weekFlexible hours$85k - $110k
Asset & Wealth Management, Fixed Income - Municipal Client Portfolio Management Role Overview As an Analyst on our Client Portfolio Management... ...appealing, accurate, and consistent with brand guidelines. Focus on refining presentations and documents to maximize impact and...Full timeTemporary workPart time$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$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...- 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
- ...Outsourcing Services helps entrepreneurs and organizations streamline operations through virtual support and digital process management. We... ...efficiency, productivity, and scalability—allowing clients to focus on what matters most. In This Role Generate and qualify new...Remote jobWork from home
- ...patients. We are looking for a Sales and Client Services Coordinator who enjoys building... ...the intersection of client engagement, operations, and innovative scientific work. Job Summary... ...to the business development team, focusing on sales administration, support, and process...Contract workLocal area
$175k - $225k
...have a strong academic background from a top-tier business school and at least 3 years of relevant professional experience, with a focus on M&A execution. A compensation range of $175,000 to $225,000 per year is offered along with a discretionary bonus. #J-18808-Ljbffr...$105k
...investment portfolios. The role focuses on streamlining reporting... ...exposure/attribution analysis, and client reporting Lead automation... ...Qualifications Bachelor's in Finance, Computer Science, IT, or... ...5+ years in asset management operations or performance analysis Proficiency...Temporary workWork at officeFlexible hours$80k
WizeHire, Inc is seeking a Financial Advisor to aid clients in implementing financial recommendations and providing tailor-made financial... ...goals. The ideal candidate will possess a Bachelor’s degree in finance or business administration, exhibit strong communication and...
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