Under general supervision, the Senior Client Service Associate enhances the client experience and maintains a high level of client service and branch support. This role is responsible for daily branch operations while identifying and anticipating client, Financial Advisor and branch office needs. The Senior Client Service Associate is responsible for understanding the fir

Cultivate strong relationships with members by consistently using the prescribed sales process. Sell effectively by establishing relationships with members, finding their needs, and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits, and purchased the solution. Build customer loyalty by providing a

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy t

The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, economic wellbeing, and power to people devastated by conflict and disaster. Founded in 1933 at the call of Albert Einstein, the IRC is one of the world's largest international humanitarian non governmental organizations (INGO), at work

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications a

The President and Chief Compliance Officer, for BDO Capital Advisors, LLC will serve dual roles in leading the organization's investment banking subsidiary and managing its operational and compliance functions. The individual in this role will be focused on leading the middle market investment bank which focuses on sell side advisory, acquisition advisory, ESOP advisory,

Financial Advisor Job Locations US NJ Succasunna Requisition ID 2024 20229 Location Name Roxbury County Morris Category Investment Services Position Type (Portal Searching) Full Time FLSA Status Exempt Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we

Preparation and review of financial schedules and presentations for meetings with client base, including Statement of Net Worth, Investment Asset Allocation, Stock Award, and other performance related schedules. Involvement in quarterly income tax projection work, annual tax return review and liaison with clients' tax preparers. Ownership and responsibility for client com

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy t

Tax Director Financial Services (Asset Management) At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give y

Manage and oversee the forecasting, and long range financial planning processes Develop and maintain complex financial models to support decision making across the organization Analyze financial data to identify trends, risks, and opportunities for growth Collaborate with cross functional teams to ensure alignment of financial plans with strategic objectives Drive improve

Alternate locations Seattle, WA (Washington); Boise, ID (Idaho); Denver, CO (Colorado); Eugene, OR (Oregon); Portland, OR (Oregon); Salem, OR (Oregon); Spokane, WA (Washington); Tacoma, WA (Washington); Yakima, WA (Washington) When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company

Join us on our mission to create a completely new, 100% digital bank that truly serves customers' best interests. We are a close knit and fun loving team of seasoned financial services professionals who came together for the challenge of building a bank from scratch and we are committed to doing it all the right way (from technology infrastructure to modern marketing to c

Bring your ideas. Make history. BNY Mellon offers an exciting array of future forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" 97% of the world's top banks work with us as we lead

The Trader is a senior level position responsible for overseeing a trading book and managing book risk, in coordination with the Trading team. The overall objective of this role is to ensure book trades deliver on budgeted revenues, and to coordinate with key stakeholders to develop the trading franchise. Our Markets business provides customized solutions that support the