Current jobs related to financial services technician - Greenwich, Connecticut - Army National Guard Units
-
Financial Services Liaison
1 week ago
Greenwich, Connecticut, United States Interactive Brokers Full timeJob DescriptionAs a Financial Services Liaison at Interactive Brokers, you will serve as a key point of contact for our top-tier clients, including financial advisors, premium retail customers, financial institutions, and hedge funds. Your primary responsibility will be to provide solutions to inquiries while ensuring compliance with all policies, practices,...
-
Financial Services Liaison
2 weeks ago
Greenwich, Connecticut, United States Interactive Brokers Full timeJob Title: Professional Services RepresentativeAs a Professional Services Representative at Interactive Brokers, you will play a critical role in providing exceptional support to our top-tier clients, including financial advisors, premium retail customers, financial institutions, and hedge funds.Key Responsibilities:Act as a liaison between clients and our...
-
Financial Services Representative
2 months ago
Greenwich, Connecticut, United States Interactive Brokers Full timeJob DescriptionKey Responsibilities:Act as a liaison to high-net-worth clients, including financial advisors, premium retail customers, financial institutions, and hedge funds, providing solutions to inquiries while adhering to all policies, practices, and procedures.Manage complex problems with a focus on wide-scale service issues, utilizing core...
-
Financial Services Associate
2 weeks ago
Greenwich, Connecticut, United States Kovitz Full timeAssociate AdvisorKovitz is seeking a highly motivated and detail-oriented Associate Advisor to join our team in Greenwich, CT. As an integral part of our team, you will play a key role in supporting the vision, positive culture, and team spirit.Key Responsibilities:Build and maintain strong relationships with clients in partnership with Senior Financial...
-
Financial Services Professional
6 days ago
Greenwich, Connecticut, United States Fidelity Investments Full timeFinancial Services ProfessionalAt Fidelity Investments, we're seeking a skilled Financial Services Professional to join our team. As a key member of our Investor Center, you'll engage face-to-face with clients, offering personalized planning and mentorship while helping to extend the reach of our firm's brand. With our open architecture product platform and...
-
Financial Services Liaison
2 weeks ago
Greenwich, Connecticut, United States Interactive Brokers Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Services Liaison to join our team at Interactive Brokers. As a key member of our client services team, you will be responsible for providing exceptional support to our top-tier clients, including financial advisers, premium retail customers, financial institutions, and hedge funds.Your...
-
Financial Services Professional
4 weeks ago
Greenwich, Connecticut, United States Tempus Advisors Full timeFinancial Advisor OpportunityTempus Advisors, an independent wealth advisory practice affiliated with Raymond James, is seeking a growth-focused Financial Advisor to join our team. Our practice is dedicated to delivering comprehensive financial planning solutions tailored to our clients' diverse needs and objectives.Position Overview: This dynamic position...
-
Financial Services Operations Specialist
4 days ago
Greenwich, Connecticut, United States Tandym Group Full timeA leading financial services firm, Tandym Group, is seeking a highly skilled Financial Services Operations Specialist to join their team in Connecticut.Key Responsibilities:Manage cash flows and handle clearing and settlements.Assist with daily reconciliations, monthly close packages, and annual financial statement preparation.Interact with prime brokers,...
-
Financial Services Representative
3 weeks ago
Greenwich, Connecticut, United States Bronson Kinkade Consulting Full timeUnlock Your Earning PotentialAt Bronson Kinkade Consulting, we're seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key player in our expanding agency, you'll have the opportunity to excel in a dynamic and supportive environment.What We OfferIn-Bound Leads Only: Focus on high-quality leads, eliminating the...
-
Automotive Service Technician
2 weeks ago
Greenwich, Connecticut, United States Audi Greenwich Full timeAudi Greenwich: Join Our Team of Skilled TechniciansWe are seeking a highly skilled and experienced Automotive Service Technician to join our team at Audi Greenwich. As a member of our team, you will have the opportunity to work on some of the world's most technologically advanced and luxurious vehicles.About the RoleAs an Automotive Service Technician, you...
-
Financial Services Professional
1 month ago
Greenwich, Connecticut, United States Tandym Group Full timeAssistant Controller Job DescriptionTandym Group is seeking an experienced and collaborative professional to join their staff as an Assistant Controller. In this role, the Assistant Controller will work within a team responsible for managing the accounting, financial reporting, and internal controls for lending funds.Key Responsibilities:Assist in the...
-
Automotive Service Technician
1 month ago
Greenwich, Connecticut, United States Mavis Tire Supply Full timeAbout the PositionMavis Tires & Brakes at Discount Prices is seeking highly skilled and motivated individuals to join our team as Automotive Assistants and Service Managers. As a key member of our team, you will be responsible for providing exceptional customer service, ensuring the efficient operation of our repair shop, and maintaining a safe and clean...
-
IT Support Specialist
6 days ago
Greenwich, Connecticut, United States Creative Financial Staffing Full timeIT Support SpecialistAt Creative Financial Staffing, we are seeking an IT Support Specialist to join our team. As an IT Support Specialist, you will be responsible for providing technical support for Mac systems, performing in-house repairs, and supporting the setup and maintenance of systems across various school campuses.Key Responsibilities:Provide IT...
-
Financial Planner
2 weeks ago
Greenwich, Connecticut, United States Fidelity Investments Full timeUnlock Your Potential as a Financial PlannerAt Fidelity Investments, we're committed to helping our clients achieve their financial goals. As a Financial Planner, you'll play a critical role in providing personalized guidance and support to our clients, helping them navigate the complexities of wealth management and retirement planning.Key...
-
Financial Consultant
2 weeks ago
Greenwich, Connecticut, United States Fidelity Investments Full timeUnlock Your Potential as a Financial ConsultantAt Fidelity Investments, we're seeking a talented Financial Consultant to join our team. As a key member of our Investor Center, you'll engage face-to-face with clients, providing personalized planning and mentorship to help them achieve their financial goals.Key Responsibilities:Develop and implement...
-
Chief Financial Officer
1 week ago
Greenwich, Connecticut, United States Family Centers Full timeAbout the Role:The Chief Financial Officer (CFO) at Family Centers Inc. will play a pivotal role in shaping the financial future of our mission-driven organization. As the CFO, you will oversee the financial health and sustainability of the agency, enabling us to expand our reach and deepen our impact.Key Responsibilities:Accurately account for the agency's...
-
Chief Financial Officer
4 weeks ago
Greenwich, Connecticut, United States Family Centers Full timeChief Financial OfficerFamily Centers is seeking a highly skilled and experienced Chief Financial Officer to lead our financial operations and ensure the long-term financial health and sustainability of our organization.About the Role:Provide strategic financial leadership and direction to the organizationDevelop and implement financial plans, budgets, and...
-
Chief Financial Officer
1 month ago
Greenwich, Connecticut, United States Family Centers Full timeChief Financial OfficerFamily Centers is seeking a highly skilled and experienced Chief Financial Officer to lead our financial affairs and ensure the long-term sustainability of our mission-driven work.About the Role:Oversee the financial planning, budgeting, and forecasting processes to ensure accurate and timely financial reporting.Develop and implement...
-
Financial Consultant
2 weeks ago
Greenwich, Connecticut, United States Fidelity Investments Full timeUnlock Your Potential as a Financial ConsultantAt Fidelity Investments, we're committed to helping our clients achieve their financial goals. As a Financial Consultant, you'll play a critical role in providing expert guidance and personalized planning to our clients, helping them navigate the complexities of the financial markets.The Expertise We're Looking...
-
Chief Financial Officer
2 weeks ago
Greenwich, Connecticut, United States Family Centers Full timeOverview:Family Centers is seeking a highly skilled and experienced Chief Financial Officer to lead its financial affairs and drive the organization's financial health and sustainability. The successful candidate will play a pivotal role in shaping the future of Family Centers' mission-driven work.The Chief Financial Officer will be responsible for directing...
financial services technician
3 months ago
Analyzes diverse financial management technical methods, techniques, precedent cases, and procedures to resolve an extensive range of difficult financial technical issues or problems.
Utilizes experience and judgment, rather than guides, to fill in gaps, identify sources of information, and make working suppositions about what transpired to decide approaches, and resolve specific problems.
Analyzes particular facts of financial transaction problems/issues, verifies and evaluates data; obtains additional information to reconcile discrepancies or inconsistencies; and applies pertinent fiscal laws, regulations, precedent decisions, and procedures to determine appropriate action for resolution.
Ensures complex tax issues involving tax documents, Do It Yourself (DITY) moves, and Relocation Income Tax Allowance (RITA) payments are accomplished accurately and timely.
Interprets data to identify problems, determines nature of the problem or issue, decides approaches to use to resolve issues, and recommends solutions for systemic changes to enhance operations.
Uses independent judgment to reconstruct incomplete files, devise more efficient methods for procedural processing, gather and organize information for inquiries, or resolve problems referred by others.
Interprets user requirements in designing new ad hoc reports or modifications to standard financial and management systems, resulting from regulatory, system, or force structure changes.
Performs other duties as assigned.