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
- ...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....Suggested
- 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...
- ...Protection Services is searching for a Security Operations Manager in New York City, responsible... ...staff operations. The role requires a focus on customer satisfaction and operational... ...a safe and secure environment for clients. This position offers competitive hourly...Hourly pay
- 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
$60.8k - $93.6k
...Senior Analyst, Client Finance The Senior Client Reporting Analysts reports directly to the Client Reporting Manager. This position will... ..., and it underpins all that we do as an organization. We are focused on fostering belonging and creating equitable & inclusive...Flexible hours- ...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...- ...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-...
$70k - $140k
...Analyst in New York, NY. This hybrid role is focused on supporting the Fixed Income portfolio management team by handling client inquiries, managing data preparation, and... ...candidates will possess a Bachelor's degree in Finance or related fields, along with strong...- ...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
- JPMorgan Chase & Co. is seeking an Investment Specialist (Derivatives) in New York. You will engage with portfolio managers and clients, creating compelling marketing materials... ...Candidates should have at least 4 years of client-focused experience, a relevant degree, and strong...
- BUSINESS UNIT OVERVIEW Equity Operations is a key part of Global Markets Division. The business encompasses post-execution client services across Equities and Fixed Income. The Client... ...Fixed Income clients globally and is focused on efficiency, good client experience and...Work 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- 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...
- 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
$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- Operational Risk Analyst - Client Asset Regulation Job Overview Job Purpose The purpose of this role is to... ...global Client Asset regulation team. Focus on shaping and supporting APAC-specific... ...& Experience Bachelor’s degree in finance, economics, law or related field. 4-...Local area
$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- 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- ...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...- ...work with individuals and families on financial strategies related to protection and retirement planning. The role involves assessing client goals, presenting financial solutions, and providing ongoing support. Ideal candidates possess strong communication skills and a...Flexible hours
- ...grantmaking organization based in the United States is seeking a Client Operations Associate to enhance user engagement and support partners.... ..., problem-solving queries, and improving services with a focus on equity. Candidates should be detail-oriented, organized, and...Remote job
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