Client Service Specialist-Financial Engineer

Understand and explain complex financial models on conceptual, intuitive, and practical levels. Provide thorough quantitative and conceptual solutions to our wide range of clients. Provide in-depth education and assistance on product features, functi Client Service, Financial, Engineer, Specialist, Service, Client, Retail

Summary: Financial Plan ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties And...

Job DescriptionJob DescriptionThe Opportunity:Fifth Avenue Financial is looking for a Financial Services Representative to join our team. Compensation is 100% commission, earnings are directly related to performance. Our office is located in New York, NY and candidates are expected to come into the office on hybrid basis.Job Responsibilities:Build a...

Job Summary: We are seeking a motivated and client-focused individual to join our team as a Client Service Specialist. This role offers the opportunity to work in a dynamic environment and make a positive impact on our clients’ experiences. **Responsibilities**: - Communicating and confirming Service Visits with clients. - Sending daily reports to...

Who We Are:DELVE is a performance marketing agency that delivers digital marketing management, first-party data science and consulting, and adtech/martech systems integration and reselling on a global scale. We connect the dots between data and technology in media, creating an "Unfair Advantage" for our clients, team members and partners.DELVE is a "platform...

Job DescriptionJob DescriptionSalary: $120k-$180k baseWho We Are:DELVE is a performance marketing agency that delivers digital marketing management, first-party data science and consulting, and adtech/martech systems integration and reselling on a global scale. We connect the dots between data and technology in media, creating an “Unfair Advantage” for...

About Us: Broadway Support Services is an affiliate company of one of the US's largest and most reputable debt settlement companies. We’re all about helping our customers through a tough financial time in their lives with education and individual customer service. We become our clients' number one advocate to help them reestablish financial stability as...

Our Company Private investments such as venture capital, hedge funds, and private equity make up roughly 25% of the entire investments universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy email boxes. Not only is this tedious and time consuming, but it is...

A prestigious Am Law firm is seeking a Client Accounting Specialist to manage the financial aspects of partners' client portfolios in accordance with departmental standards. Working closely with the finance management team, you'll ensure top-notch service to both internal partners and external clients. This position is available in NYC, D.C., SF, Santa...

A prestigious Am Law firm is seeking a Client Accounting Specialist to manage the financial aspects of partners' client portfolios in accordance with departmental standards. Working closely with the finance management team, you'll ensure top-notch service to both internal partners and external clients. This position is available in NYC, D.C., SF, Santa...

A prestigious Am Law firm is seeking a Client Accounting Specialist to manage the financial aspects of partners' client portfolios in accordance with departmental standards. Working closely with the finance management team, you'll ensure top-notch service to both internal partners and external clients. This position is available in NYC, D.C., SF, Santa...

Job Title: Financial Services Representative Company: Integrated Financial Concepts Are you an experienced and detail-oriented professional with a passion for helping & educating others? Integrated Financial Concepts is a nationally recognized Financial Services Firm that hires top-tier talent. We are dedicated to establishing meaningful connections with...

Our dynamic and rapidly growing StructureCare team is seeking a detail oriented and self-starting Client Services Manager to service our New York / New Jersey territory. StructureCare, headquartered in Lancaster, Pennsylvania is a premier engineering and restoration company working to protect infrastructure investments throughout the Mid-Atlantic. We believe...

Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor.We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.About:As a...

Forest Hills Financial Group, a member of The Guardian Network, is looking for individuals like you to join our team as a Financial Advisor. We take an uncommon approach to financial services, focusing on longterm results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. About: As a...

Job DescriptionJob DescriptionForest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor.  We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for...

Our dynamic and rapidly growing StructureCare team is seeking a detail oriented and self-starting Client Services Manager to service our New York / New Jersey territory. StructureCare, headquartered in Lancaster, Pennsylvania is a premier engineering and restoration company working to protect infrastructure investments throughout the Mid-Atlantic. We believe...

About the company: Financial IT Analyst CFS is working with a prominent, non-profit agency who is looking for someone to join their fiscal team and support their financial systems in their Manhattan office (hybrid) Looking for someone to contribute to the efficiency and effectiveness of their financial processes and solutions by providing day-to-day...

Who We Are: Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20 B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary busine Client Service, Associate, Advisor, Wealth, Service, Diversity, Retail

The ideal candidate would be a team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.Would have client facing experience with a goal of either entering into a turnkey team operation for business collaboration, or possibly entertaining an exit strategy around succession planning. They...