Current jobs related to Financial Transaction Specialist - New York, New York - New York Life

  • Financial Transaction Specialist

    1 week ago

    New York, New York, United States Creative Financial Staffing Full time

    Accounts Payable SpecialistAbout the OpportunityThis role is ideal for someone with accounting skills looking to break into the real estate industry.The company is in high growth mode and offers opportunities for advancement.Management is supportive and encourages open communication.Responsibilities:Process approximately 100 invoices per week via...

  • Associate - Transaction Advisory/Financial Due Diligence

    2 weeks ago

    New York, New York, United States Alvarez & Marsal Transaction Advisory Group, LLC Full time

    About Alvarez & Marsal Transaction Advisory Group, LLCAlvarez & Marsal Transaction Advisory Group, LLC is a leading global professional services firm that provides advisory, business performance improvement, and turnaround management services. With over 9,000 people across six continents, we deliver tangible results for corporates, boards, private equity...

  • Financial Transaction Specialist

    1 week ago

    New York, New York, United States ApTask Full time

    About the RoleWe are seeking a highly skilled Financial Transaction Specialist to join our team at ApTask. As a key member of our workforce solutions and talent acquisition services, you will play a critical role in shaping the future of work.Key ResponsibilitiesProcess and verify invoices for payment, ensuring accuracy and compliance with internal policies...

  • Financial Transaction Specialist

    4 days ago

    New York, New York, United States City of New York Full time

    **About the Agency**The City of New York Department of Housing Preservation and Development (HPD) is dedicated to promoting quality and affordability in the city's housing, fostering diversity and strength in neighborhoods, and providing a safe, affordable place to live for every New Yorker.**Your Team**The Office of Finance and Administration (OFA) is...

  • Financial Transaction Processor

    2 weeks ago

    New York, New York, United States Sloomoo Institute LLC Full time

    Job OverviewSloomoo Institute LLC is seeking a skilled Financial Transaction Processor to join our team. As a key member of our finance department, you will be responsible for processing financial transactions, managing accounts payable, and ensuring the accuracy of financial records.Key ResponsibilitiesProcess financial transactions, including accounts...

  • AML Transaction Monitoring Specialist

    4 weeks ago

    New York, New York, United States Michael Page Full time

    Job Title: AML Transaction Monitoring SpecialistThe AML Transaction Monitoring Specialist will be responsible for monitoring and investigating customer transactions to identify potential money laundering activities and ensure regulatory compliance.This 6-month contract role, based on-site in Midtown New York City, requires strong AML experience,...

  • Financial Assistant

    1 week ago

    New York, New York, United States Columbia University Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Assistant to join our team at Columbia University. The successful candidate will provide exceptional support to the Department of Applied Physics and Applied Mathematics, ensuring seamless financial operations and transactions.Key ResponsibilitiesFirst Point of Contact: Serve as the...

  • AML Transaction Monitoring Specialist

    2 weeks ago

    New York, New York, United States Michael Page Full time

    Job Title: AML Transaction Monitoring SpecialistContract Role located in Midtown New York City. 6-Month Contract offering a competitive hourly payAbout the ClientThe client is a prominent foreign banking institution with a strong global presence and a well-established reputation in the financial industry.Known for providing a wide range of services,...

  • Financial Assistant

    6 days ago

    New York, New York, United States Columbia University Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Assistant to join our team at Columbia University. The successful candidate will provide exceptional support to the Department of Applied Physics and Applied Mathematics, handling day-to-day financial transactions, accounts payable, and procurement activities.Key...

  • Financial Operations Specialist

    4 weeks ago

    New York, New York, United States Creative Financial Staffing Full time

    About Our Client: A reputable real estate firm specializing in property management, leasing, and sales is seeking a detail-oriented and organized Financial Operations Specialist to support their financial operations.Key Responsibilities:Maintain accurate and up-to-date financial records for multiple properties, including accounts payable, accounts...

  • Senior Counsel Corporate Transactions

    2 weeks ago

    New York, New York, United States Staff Financial Group Full time

    Job Title: Senior Counsel Corporate TransactionsWe are seeking a highly skilled Senior Counsel Corporate Transactions to join our team at Staff Financial Group. As a key member of our legal team, you will provide expert legal advice on complex corporate transactions, manage corporate governance activities, and support other areas within the company.Key...

  • AML Transaction Monitoring Specialist

    2 weeks ago

    New York, New York, United States Michael Page Full time

    About the RoleWe are seeking a highly skilled AML Transaction Monitoring Specialist to join our team in New York City. As a key member of our compliance team, you will be responsible for monitoring and investigating customer transactions for potential money laundering and suspicious activity.Key ResponsibilitiesMonitor and investigate customer transactions...

  • Transaction Services Specialist

    6 days ago

    New York, New York, United States Riveron Corp Full time

    About the RoleWe are seeking a highly skilled Transaction Services Specialist to join our team at Riveron Corp. As a key member of our team, you will be responsible for providing expert analysis and guidance to clients throughout the transaction lifecycle.Key ResponsibilitiesConduct field examinations for asset-based loans and execute audit procedures to...

  • Financial Operations Specialist

    7 days ago

    New York, New York, United States Virtu Financial Full time

    Virtu Financial is a leading financial firm that leverages cutting-edge technology to deliver liquidity to global markets and innovative, transparent trading solutions to clients.As a market maker, Virtu provides deep liquidity that helps create more efficient markets worldwide.Our market structure expertise, broad diversification, and execution technology...

  • Senior Counsel Corporate Transactions

    1 month ago

    New York, New York, United States Staff Financial Group Full time

    Job Title: Senior Counsel Corporate TransactionsWe are seeking a highly skilled Senior Counsel Corporate Transactions to join our team at Staff Financial Group.Job SummaryThe Senior Counsel Corporate Transactions will be responsible for providing legal advice on complex insurance growth and other transactions, managing corporate governance activities, and...

  • Finance Transaction Specialist

    2 weeks ago

    New York, New York, United States JBA International Full time

    Finance Transaction Associate Job DescriptionOur client, a leading financial institution, is seeking a highly skilled Finance Transaction Associate to join their Finance Transactions Team in New York, NY. The ideal candidate will have significant experience in documenting and closing corporate debt finance transactions, including secured and unsecured,...

  • Customer Service Representative

    5 days ago

    New York, New York, United States Flagstar Bank, N.A. Full time

    Job Summary:In this role, you will be responsible for providing exceptional customer service to clients by assisting them with processing routine financial transactions on a day-to-day basis in accordance with all Bank policy and procedures.Key Responsibilities:Greet and service clients in a friendly and courteous manner.Process client transactions,...

  • Financial Operations Specialist

    5 days ago

    New York, New York, United States JobRialto Full time

    Job Summary:The Financial Operations Specialist in Syndicate Operations at JobRialto provides critical operational support to the Securitized Products Group (SPG) and Municipal Bonds underwriting businesses. This role focuses on ensuring the seamless execution of syndicate transactions from deal structuring to settlement. The specialist will collaborate with...

  • Financial Transaction Coordinator

    5 days ago

    New York, New York, United States AEG Full time

    Company OverviewLegends is a leading provider of premium experiences, with a global presence and a diverse range of services. Founded in 2008, the company has established itself as a trusted partner for clients across various industries, including professional sports, collegiate, attractions, entertainment, and conventions and leisure. With a team of over...

  • Financial Planning Specialist

    6 days ago

    New York, New York, United States Citizen Watch Company of America, Inc. Full time

    Financial Planning SpecialistThe Financial Planning Specialist will provide critical support to the financial planning, analysis, and reporting functions for Citizen Watch America brands' global business. The ideal candidate will have a strong understanding of financial planning and analysis, as well as excellent communication and interpersonal skills.Key...

Financial Transaction Specialist

2 months ago

New York, New York, United States New York Life Full time
About the Role

We are seeking a highly skilled and customer-focused Service Analyst to join our team at New York Life. As a Service Analyst, you will be responsible for providing exceptional service to our clients by processing financial and non-financial transactions with accuracy and efficiency.

Key Responsibilities
  • Process routine and complex financial and non-financial transactions on clients' accounts with both expediency and accuracy.
  • Analyze and process a wide range of service requests for contract holders, ensuring compliance with regulatory guidelines.
  • Advise brokers, bank representatives, beneficiaries, and their representatives on contract provisions and related laws, regulatory requirements, and company procedures.
  • Respond to general written and oral inquiries concerning financial or non-financial transactions based on administrative procedures.
Requirements
  • Associates or Bachelor's degree preferred, or equivalent years of related experience.
  • High school diploma or GED from an accredited school required.
  • Minimum 1 year of customer service and/or call center experience required.
  • Series 6 licensed preferred (must be secured within 6 months of hire date).
  • Accountable, ethical, good decision-making ability.
  • Strong written and verbal communication skills required.
  • Good computer skills and ability to multitask.
Training and Development

As a Service Analyst, you will undergo a comprehensive paid on-site training program to learn about the insurance industry, product and policy provisions, and transaction processing. Coaching and feedback will be provided to help you gain the necessary skills to be successful.