Advisor Services & Operations Specialist
CAIS
A leading financial technology firm in New York City is seeking a professional to manage relationships with financial advisors. This key role involves supporting complex transactions and empowering advisors on the CAIS platform. The ideal candidate has a relevant degree and experience in client-facing roles. Benefits include a competitive salary range of $70,000-$110,000, exceptional healthcare coverage, and a flexible work model requiring 3 days in-office. Join us to contribute to innovation and growth! #J-18808-Ljbffr
$140k - $185k
A 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. Responsibilities include managing investor inquiries, preparing reports, and coordinating...Suggested$70k - $90k
...seasoned professionals to first-time advisors, can build something both profitable and... ...travel. About The Role The Operations Specialist, Advisor Activation role is at the heart... ...We're here to serve We operate in service of our community and believe that when...SuggestedFull timePart timeInternshipWork at office$47k - $75.9k
...Avantor is seeking an Operations Specialist in San Diego, CA. This role involves supporting multiple facilities, performing lab work, and managing inventory control needs. Applicants should have at least a high school diploma, with preference for those holding an associate...Suggested$26 - $27 per hour
...Manager and will work closely with Avantor’s Lab and Production Services professionals to serve our customers by performing... ...technicians, site‑specific project managers, and other services operations specialists. Provide on‑the‑job training for new associates....SuggestedHourly payFor contractorsLocal areaMonday to FridayFlexible hoursShift work$110k - $130k
...experienced professional in New York City to manage Corporate Action Events and provide operational support. The ideal candidate will have over 5 years of experience in Asset Servicing Operations with strong analytical and problem-solving skills. Excellent communication...Suggested$90k - $105k
...An investment management firm in New York seeks an organized Operations Specialist for its Shareholder Services team. The role entails coordinating fund distributions, ensuring compliance, and managing operational changes. The ideal candidate will possess 5+ years of...$28.31 per hour
...About the job Food Services Operations Specialist Join Our Team as a Food Services Operations Specialist in New York, NY! Text to Schedule an Interview: (***) ***-**** Hourly Rate: $28.31 Weekly Stipend: $1736.00 ($553.00 Weekly Meal + $1183.00 Weekly Lodging) Gross Weekly...Hourly payWeekly payFull timeTemporary workShift work- Avantor is seeking a dedicated professional for their Lab and Production Services in the Albany, NY area. In this role, you'll support various job functions and collaborate with team members across multiple locations. The role requires reliable transportation and includes...
- PRO-spectus is looking for a Patient Services Operations Specialist to enhance operational excellence in patient support. You will work closely with various teams to ensure accurate and compassionate patient services operations. This role involves supporting day-to-day...Remote job
- Russell Tobin is seeking a Shareholder Services Specialist in New York, NY, to support U.S. and internationally registered funds. This role involves overseeing transfer agent operations, managing production of shareholder communications, and supporting audit requests....
- A leading IT services company is seeking a Service Operations Specialist. The role focuses on supporting solutions and services operations, overseeing daily activities, and ensuring customer satisfaction. Ideal candidates will have strong Microsoft Office skills, attention...Work at office
$55 per hour
...assistance to our Resiliency Working Group. The ideal candidate should have extensive experience in Project Management Office (PMO) operations and a comprehensive understanding of operational resiliency and disaster recovery. Key Responsibilities: Contribute to...For contractors- ...Assured Environments in New York is seeking an Operational Support Specialist to enhance productivity and quality of service in the district. This role includes responsibilities as a Service Specialist and coaching peers. Candidates need strong problem-solving skills,...Immediate startFlexible hours
$75 per hour
...leadership. This role involves managing communications, scheduling, and providing leadership support to ensure effective school operations. The ideal candidate will have a deep understanding of school culture, strong organizational skills, and a bachelor's degree. This...Hourly pay- Early Warning Services, LLC is seeking a Communications and Operations Specialist to support their External Communications team. The position involves executing high-impact communications campaigns, analyzing trends, and ensuring operational excellence. This role requires...Work at office
$26 - $28 per hour
...Broadridge Financial Solutions is seeking a Financial Operations Associate to be responsible for daily processing of shareholder and DTC presentations in Edgewood, NY. The ideal candidate will review paperwork associated with stock transfer activities and will need to...Hourly payFull time- ...SHI International Corp in New Jersey is seeking an IT Operations Specialist to develop and manage communication strategies for IT initiatives. This role requires strong communication, organizational, and problem-solving skills, and is based on a hybrid model in Somerset...
$225k - $240k
Deutsche Bank is looking for an Associate in New York, NY, to support live transactions for the industrial coverage team. Responsibilities include valuation analysis, transaction execution, and financial assessments. The ideal candidate holds a Bachelor’s degree in Finance...$55k - $75k
...SHI in Somerset, NJ is seeking an IT Operations Specialist responsible for developing departmental communication strategies and managing IT operations. You will coordinate strategic initiatives, assist with project management, and ensure effective communication between...- TAL Life LTD seeks a detail-oriented, analytical team player for their New York office. This role involves supporting Client Service and Office Management functions, with responsibilities in updating clients' accounts, maintaining the office environment, and managing tax...Work at office
$60k - $70k
Harlem Children's Zone seeks a dedicated Career Services Specialist to join their Wealth Builds team in New York. This role involves providing personalized career support to college-aged participants, overseeing internships, and developing career readiness workshops. Candidates...Full timeInternship- ...Upright Staffing is looking for a motivated Accounting Operations Associate in New York City. The ideal candidate will support daily accounting tasks and demonstrate strong attention to detail and organizational skills. This role offers hands-on exposure to accounting...Work at office
- ...seeking an experienced Associate to join its Industrials Group. You will work closely with a team of professionals to deliver advisory services to both domestic and international clients. This role involves executing live deals, drafting client pitches, overseeing financial...
$185k - $250k
Lazard is seeking an experienced investment banker to perform financial analyses, prepare client presentations, and mentor Analyst bankers in New York. Candidates should have a strong quantitative background and at least 1+ years of investment banking experience, preferably...$175k - $225k
...a leading global financial services group with seven generations... ...planet. We have 4,600 talented specialists on the ground in over 40... ...industrial technology and logistics. Operating as an integral part of our... ...processes with external advisors, including lawyers,...Work experience placementWork at office$175k - $203k
Goldman Sachs in New York is looking for an Associate in Banking to assist with financial modeling and client presentations. This role involves overseeing transaction processes and performing detailed financial analysis for companies in the Industrials sector. Applicants...$34.5k - $53k
...Banco Santander SA is seeking a Sales and Service Banker for the Wayne, PA branch. In this full-time role, you will build strong customer relationships and provide tailored solutions for banking, lending, and investment products. A key focus will be on exceptional customer...Full time- ...transactions for investors. Ideal candidates will have active SIE, Series 66 and/or Series 7 licenses, along with 2+ years of relevant experience in client service or financial operations. A strong client-first approach is essential for success in this role. #J-18808-Ljbffr...
$175k - $225k
Banco Santander SA is seeking a Senior Investment Banking Associate in New York. This role involves supporting senior bankers with new business opportunities and financial analysis, leading client presentations, and mentoring junior staff. Candidates should have a bachelor...- ...Firewood Marketing, Inc. is seeking a Media Operations professional to manage media campaigns across various digital channels. You will own planning, management, and optimization efforts, collaborating closely with both clients and team members. This hybrid role requires...Remote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Advisor Services & Operations Specialist. Be the first to apply!
- charitable advisors New York, NY
- remote advisor New York, NY
- service advisor assistant service manager New York, NY
- physician advisor New York, NY
- advisor New York, NY
- trade advisor New York, NY
- scientific advisor New York, NY
- at home advisor New York, NY
- hvac comfort advisor New York, NY
- attorney advisor New York, NY

