Financial Advisory Support
4 weeks ago
Job Title: Financial Advisory Support
Location: Purchase, NY - 10577
Duration: 6 + months contract
Job Description:
*This role is on-site*
*Interviews will be one round of video conference*
BACHELOR'S DEGREE REQUIRED
Position Summary:
The Consulting Group’s FSS team is the primary Advisory business contact for Our Client Wealth Management. The Our Client Advisory programs offer clients the ability to receive ongoing professional investment advice, guidance on investment selection and asset allocation construction using a variety of financial vehicles in a wrap fee structured account. The FSS Product Specialist is responsible for educating and providing subject matter expertise on Advisory program guidelines, trading support, operational processes, and navigating all systems and tools that support the Advisory business. The Product Specialist plays a critical role providing guidance on best practices to help Financial Advisors maintain and grow their Advisory business.
Responsibilities:
• Heavy phone contact with Financial Advisors and branch office personnel.
• Proficiently utilize all Advisory support applications as well as navigate other system tools.
• Provide proactive education and assistance on Advisory programs with respect to product, policies, procedures, and systems navigation.
• Assist with questions involving new account opening procedures, generation of proposals for active clients or prospects, trading of accounts and training on various program policies and guidelines.
• Drive process improvement efforts through feedback to Department management.
• Work collaboratively with team members by managing call volume and service levels while providing outstanding service.
• Utilize Customer Relationship Management systems effectively.
• Participate in FSS cross training programs to broaden depth of knowledge across Advisory programs.
Experience:
• Bachelor’s degree in either Economics or Finance (course work should involve investments - stocks, bonds, ETF’s & Mutual funds, investment portfolio construction, Asset Allocation theory)
• Professional experience in Financial Services. Preferably in areas dealing with investments (stocks, bonds, ETF’s & Mutual funds) is a plus but not required.
Skills:
• Bachelor’s degree in either Economics or Finance (course work should involve investments - stocks, bonds, ETF’s & Mutual funds, investment portfolio construction, Asset Allocation theory)
• Professional experience in Financial Services. Preferably in areas dealing with investments (stocks, bonds, ETF’s & Mutual funds) is a plus but not required.
• Enthusiastic team player, self-motivated, ability to prioritize and work in a fast-paced environment • Clear and efficient communicator
• Ability to build relationships across departments throughout Our Client
• Result oriented individual who is flexible and able to adaptable to change
• Strong focus on customer service
Education:
· Bachelor’s degree Required
-
Financial Advisory Support
4 weeks ago
Harrison, United States US Tech Solutions, Inc. Full timeJob Title: Financial Advisory Support Location: Purchase, NY - 10577 Duration: 6 + months contract Job Description: *This role is on-site* *Interviews will be one round of video conference* BACHELOR'S DEGREE REQUIRED Position Summary: The Consulting Group’s FSS team is the primary Advisory business contact for Our Client Wealth Management....
-
Financial Customer Support
3 weeks ago
Harrison, United States Bernard Nickels & Associates Full timeLocation:Purchase NYDuration:7 months with the possibility of extensionResponsibilitiesHeavy phone contact with Financial Advisors and branch office personnel.Proficiently utilize all Advisory support applications as well as navigate other system tools.Provide proactive education and assistance on Advisory programs with respect to product, policies,...
-
Creston - Savant - IT Support Specialist
1 week ago
Harrison, United States Creative Financial Staffing Full timeCreston - Savant - IT Support SpecialistWhy Our Company Will Ignite Your Passion Shape the Future of Technology: Advance Technology Experience: Work with cutting-edge AV automation systems like Control4, Savant, and Lutron. Empower Your Growth: Continuous Learning & Training: Expand your skillset in a rapidly evolving environment through ongoing...
-
Creston - Savant - IT Support Specialist
5 days ago
Harrison, United States Creative Financial Staffing Full timeCreston - Savant - IT Support SpecialistWhy Our Company Will Ignite Your Passion Shape the Future of Technology: Advance Technology Experience: Work with cutting-edge AV automation systems like Control4, Savant, and Lutron. Empower Your Growth: Continuous Learning & Training: Expand your skillset in a rapidly evolving environment through ongoing programs....
-
Senior Financial Analyst
3 weeks ago
Harrison, United States AMECO Full timeThe Senior Financial Analyst , with a concentration in Finance, will work closely with executives, cross-functional business leaders, and finance personnel to supply required business analytics tools and reporting to drive growth and meet strategic objectives. They will work to build and maintain reporting systems (like PowerBI and OneStream) that enable...
-
Director, Financial Systems
5 days ago
West Harrison, United States Amalgamated Life Full timeOverview: This Finance based role is responsible for the support, enhancement and administration of the Oracle Financial applications (General Ledger, Payables, Receivables, Cash Management and Fixed Assets). Responsibilities: Work closely with finance business users on requirements, and implementation of business processes and new features Work with...
-
General Manufacturing Technology Faculty
4 weeks ago
Harrison, United States Mid Michigan College Full timeOverview: Mid Michigan College seeks individuals who: value collegiality and mutual respect; use data in decision making; are innovative; are service minded; are goal oriented; strive to continually improve themselves and their work processes; are willing to collaborate and seek to add value in every interaction. Position involves general responsibility for...
-
Decision Support Analyst
3 weeks ago
Harrison, Arkansas, United States North Arkansas Regional Medical Center Full timeOverview: This is not a remote position All applicants must live within the vicinity of the medical center. The Decision Support Analyst plays a critical role in providing analytical support to healthcare organizations, aiding in decision-making processes aimed at improving patient care, operational efficiency, and financial performance. This position...
-
Director - Marketing and Community Relations
4 weeks ago
Harrison, Arkansas, United States North Arkansas Regional Medical Center Full timeOverview: The Director of Marketing and Community Relations oversees three departments: Marketing, Hospital Foundation and Volunteer Services. The Director will be responsible for increasing the visibility of the organization, its programs, and its fundraising events, as well as increase the number of active donors and volunteers. They will create a...
-
Full-Time Ramp Agent
4 days ago
Harrison, OH, United States Signature Flight Support Corporation Full timeSignature Aviation is a market leading global aviation services provider with over 220 locations and 6,000 employees worldwide. Eligible team members enjoy a wide array of benefits including health and welfare options, generous 401k match, paid time off, tuition assistance, and limitless opportunities for training and development. A Line Service Technician...
-
Senior C# .NET backend developer
2 weeks ago
West Harrison, United States Treehouse Strategy and Communications Full timeCompany Description Treehouse Strategy is a management consulting company that specializes in helping language companies around the world grow and get to the next level. We work with language companies on sales strategies, marketing plans, marketing initiatives execution (rebranding strategy, website redesign, social media management, SEO, etc.), technology...
-
Cashier
5 days ago
Harrison, United States Wegmans Food Markets Full timeSchedule: Part time Availability: Morning, Afternoon, Evening (Includes Weekends). Age Requirement: Must be 18 years or older Location: Harrison, NY Address: 106 Corporate Park Drive Pay: $17 / hour Job Posting: 05/03/2024 Job Posting End: 06/02/2024 Job ID:R0208738 At Wegmans, our cashiers make sure customers end their shopping trips with a positive...
-
Replenishment and Receiving Associate
6 days ago
Harrison, United States Wegmans Food Markets Full timeSchedule: Part timeAvailability: Morning (Including Weekends). Shifts start as early as 5amAge Requirement: Must be 18 years or olderLocation: Harrison, NYAddress: 106 Corporate Park DrivePay: $17 / hourJob Posting: 05/03/2024Job Posting End: 06/02/2024Job ID: R0208735At Wegmans our Produce department helps customers live healthier, better lives by...
-
Cashier
6 days ago
Harrison, United States Wegmans Food Markets Full timeSchedule: Part timeAvailability: Morning, Afternoon, Evening (Includes Weekends). Age Requirement: Must be 18 years or olderLocation: Harrison, NYAddress: 106 Corporate Park DrivePay: $17 / hourJob Posting: 05/03/2024Job Posting End: 06/02/2024Job ID: R0208738At Wegmans, our cashiers make sure customers end their shopping trips with a positive...
-
Cashier
3 days ago
Harrison, United States Wegmans Food Markets Full timeSchedule: Part time Availability: Morning, Afternoon, Evening (Includes Weekends). Age Requirement: Must be 18 years or older Location: Harrison, NY Address: 106 Corporate Park Drive Pay: $17 / hour Job Posting: 05/03/2024 Job Posting End: 06/02/2024 Job ID:R0208738 At Wegmans, our cashiers make sure customers end their shopping trips with a positive...
-
Marketing Analyst
5 days ago
Harrison, United States PepsiCo Full timeOverview This role will lead the A&M Procurement agenda for Snacks & Beverages categories in the market and is responsible for optimization on Non-working A&M initiatives in line with NWA&M policy Responsibilities This role will lead the A&M Procurement agenda for Snacks & Beverages categories in the market and is responsible for optimization on...
-
Manufacturing Engineer
5 days ago
Harrison, United States Cincinnati Test Systems Full timeCincinnati Test Systems Inc. is a leader in the design and manufacture of leak test and assembly verification instrumentation with custom solutions for a wide range of manufacturing operations. CTS serves a diverse cross section of Industries, in the areas of: Transportation, Energy, Medical, Consumer & Industrial, and many more product areas.Duties and...
-
Store Shopper
6 days ago
Harrison, United States Wegmans Food Markets Full timeSchedule: Part timeAvailability: Morning (Including Weekends). Shifts start as early as 6amAge Requirement: Must be 18 years or olderLocation: Harrison, NYAddress: 106 Corporate Park DrivePay: $17 / hourJob Posting: 05/03/2024Job Posting End: 06/02/2024Job ID: R0208737At Wegmans we are committed to providing our customers with fast, efficient, and...
-
Material Support Person 8
5 days ago
West Harrison, United States Baxter Full timeThis is where you save and sustain lives At Baxter, we are deeply connected by our mission. No matter your role at Baxter, your work makes a positive impact on people around the world. Youll feel a sense of purpose throughout the organization, as we know our work improves outcomes for millions of patients. Baxters products and therapies are found in...
-
Emergency Medicine
3 weeks ago
Harrison, United States US Acute Care Solutions Full timeEmergency Medicine - Physician career / / / Emergency Medicine - Physician Emergency Department ED Volume: 9,000 20% pediatric patients 5% admission/transfer rate Low acuity Benefits Financial Benefits: for all full-time physicians Industry-leading 10% company funded Comprehensive medical, dental, vision and Rx...