Client Service Rep: Financial Operations

Summary Under immediate supervision, Client Services Associate (NR) 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)...

Wealth Financial Planning & Trust Officer The Financial Planning & Trust Officer provides Wealth Management services to high net worth clients of the Bank in conjunction with the entire Wealth Management Team. The Officer is responsible for the development of long-term financial plans for clients; recommending financial products and services which...

Wealth Financial Planning & Trust Officer Locations Showing 1 location New Milford, CT 06776, USA Job Details Description The Financial Planning & Trust Officer provides Wealth Management services to high net worth clients of the Bank in conjunction with the entire Wealth Management Team. The Officer is responsible for the development of long-term...

Email your word document resume to dan.c@conexusrecruiting.com and reference the subject - (Vice President Finance & Accounting)TITLE: Vice President of Finance & Accounting COMPENSATION: $175k-$200k + Bonus & Equity INDUSTRY: Manufacturing Company: Private Equity backed organization with opportunity for significant growth. M&A will be a theme in the...

Microsoft Dynamics 365 Specialist (Hybrid) Onsite Do you love energy technology and want to make a real impact? We're looking for a passionate and forward-thinking individual to join our IT applications team! In this role, you'll be the go-to expert for all things Microsoft Dynamics 365/AX. You'll configure, secure, support, and manage the system, ensuring...

Microsoft Dynamics 365 Specialist (Hybrid) Onsite Do you love energy technology and want to make a real impact? We're looking for a passionate and forward-thinking individual to join our IT applications team! In this role, you'll be the go-to expert for all things Microsoft Dynamics 365/AX. You'll configure, secure, support, and manage the system, ensuring...

***** Position ** The Service Desk Technician's role is to ensure proper computer operation so that end users can accomplish business tasksThis includes triaging incoming phone calls, prioritizing, documenting, and resolving or escalating end user help requests on all corporate hardware and softwareThe Service Desk Technician will maintain and log all...

Description: Position Summary: The Service Desk Technicians role is to ensure proper computer operation so that end users can accomplish business tasks. This includes triaging incoming phone calls, prioritizing, documenting, and resolving or escalating end user help requests on all corporate hardware and software. The Service Desk Technician will maintain...

Description: Position Summary:   The Service Desk Technician’s role is to ensure proper computer operation so that end users can accomplish business tasks. This includes triaging incoming phone calls, prioritizing, documenting, and resolving or escalating end user help requests on all corporate hardware and software. The Service Desk Technician will...

Description: Position Summary:   The Service Desk Technician’s role is to ensure proper computer operation so that end users can accomplish business tasks. This includes triaging incoming phone calls, prioritizing, documenting, and resolving or escalating end user help requests on all corporate hardware and software. The Service Desk Technician will...

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...

AP Clerk Our client is a well respected, growing and stable manufacturing organization who has partnered with CFS to hire an AP Clerk to join their growing accounting department! This individual will be reporting directly to the assistant controller and will be responsible for the over all data entry of AP vouchers and facilitate the processing and...

Your OpportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role,...

Your OpportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role,...

DescriptionSenior Manager, Financial Reporting & AccountingStamford, Connecticut, USAThe role of Senior Manager, Financial Reporting & Accounting is part of AXA XL’s Chief Accounting and Capital Officer (CACO) team. The successful candidate will oversee AXA XL’s Accounting Policy function. This includes interpreting accounting standards, leading...

Overview: The primary responsibilities of the Vice President Operations include overseeing day to day manufacturing activities and providing leadership to the Production, Mfg & Quality Engineering, Materials, System Engineering, and Service staff in a multi-site setting. This individual also provides strategic direction for the Operations organization and...

Job Description Job Description Senior Attest & Tax Accountant – Offices in Shelton, Bethel, and Norwalk The Innovative CPA Group is one of the fastest growing firms in Connecticut, and we are looking for a Senior Attest & Tax Accountant to join our team. The Innovative CPA Group is an employee-centric firm comprised of experienced tax and accounting...

AlliedTravelCareers is working with All Medical Personnel to find a qualified Medical Technologist in Bethel, Alaska, 99559!About The PositionSpecialty: Medical TechnologistJob Description:Performs tests and procedures in assigned sections, including those which require exercise of independent judgment and responsibility with minimum...

Job DescriptionJob DescriptionTown of Bethel Title:                                     Associate Director of Environmental Health Services Department:                      Bethel Health Department Position Goal:                   This is a highly responsible professional...

DescriptionRisk Manager - Financial Risk Management UK - London, US - Stamford, New York or HartfordThe Risk Manager is key in supporting the Financial Risk Center of Excellence (FRM COE). The position will focus on the identification, assessment, measurement, monitoring, management and reporting of all credit and country risk embedded activities undertaken...