Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Finance & Operations Specialist — Client-Focused in New York, NY vacancy
  • $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 Search
    Suggested

    Considine Search

    New York, NY
    1 day ago
  • 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

    JPMorgan Chase & Co.

    New York, NY
    1 day ago
  • $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... 
    Suggested
    Full time

    TEEMA Solutions Group

    New York, NY
    1 day ago
  • 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... 
    Suggested
    Work at office

    Chris Baily

    New York, NY
    3 days ago
  •  ...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

    TD

    New York, NY
    2 days ago
  •  ...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.... 

    Kappaalphapsi1911

    New York, NY
    1 day ago
  •  ...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... 

    Hispanic Alliance for Career Enhancement

    New York, NY
    2 days ago
  •  ...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

    Hispanic Alliance for Career Enhancement

    Brooklyn, NY
    2 days ago
  •  ...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 work
    Work at office
    Home office

    Northwestern Mutual

    New York, NY
    4 days ago
  • $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

    Hispanic Alliance for Career Enhancement

    Brooklyn, NY
    2 days ago
  • $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 pay
    Full time
    Contract work
    Work experience placement
    Work at office
    Shift work

    Banco Santander SA

    New York, NY
    1 day ago
  •  ...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... 

    Citigroup Inc.

    New York, NY
    4 days ago
  • $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... 

    TEEMA Solutions Group

    New York, NY
    2 days ago
  • $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 work
    Remote work
    1 day per week

    Daley And Associates, LLC

    New York, NY
    2 days ago
  • $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

    Prudential Financial

    New York, NY
    14 hours ago
  • 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 office
    Flexible hours

    MassMutual

    New York, NY
    4 days ago
  • 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

    Thrivent

    New York, NY
    2 days ago
  • 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... 

    Soteria Reinsurance Ltd.

    New York, NY
    1 day ago
  •  ...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... 

    Hispanic Alliance for Career Enhancement

    New York, NY
    2 days ago
  • $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

    Hispanic Alliance for Career Enhancement

    New York, NY
    2 days ago
  • # 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 pay
    Local area
    Remote work
    Home office
    Monday to Friday

    Tutu School

    Brooklyn, NY
    4 days ago
  • 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... 

    Skill

    New York, NY
    14 hours ago
  • 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... 

    Insight Global

    New York, NY
    3 days ago
  •  ...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

    Goldman Sachs

    New York, NY
    2 days ago
  • $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... 

    Accordion

    New York, NY
    1 day ago
  • $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... 

    Mercer

    New York, NY
    1 day ago
  • $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 office
    Flexible hours
    Shift work

    Merit Personnel & Consulting

    New York, NY
    2 days ago
  • $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 pay
    Full time
    Part time
    Work at office

    Kearny Bank

    North Bergen, NJ
    1 day ago
  • $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 commission
    Remote work
    Weekend work

    Blue Castle Agency

    New York, NY
    4 days ago
  • 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 work
    Work at office
    Immediate start

    Gainbridge

    New York, NY
    14 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Finance & Operations Specialist — Client-Focused. Be the first to apply!