Financial Services Liaison

As a Financial Services Liaison at Wealthspire Advisors, you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional service to clients. Your primary responsibility will be to develop and maintain strong relationships with clients, advisors, and internal teams, ensuring seamless communication...

About Phaxis - Financial ServicesWe are a dynamic financial services company seeking a skilled Financial Professional to join our team.

We're looking for a highly skilled bookkeeping and financial services professional to join our team at Diversified Financial Services! In this role, you'll have the opportunity to provide expert bookkeeping and financial services to clients, including preparing financial statements, reconciliations, and other financial documents.About the Role:Prepare...

About the RoleAs a Cetera Financial Group representative, you will serve as the primary point of contact between our registered representatives and their clients. This position involves providing exceptional customer service, ensuring seamless communication, and supporting the day-to-day operations of our advisors.Key ResponsibilitiesAct as a liaison between...

Job OverviewAt Phaxis - Financial Services, we are seeking a skilled Financial Services Collections Specialist to join our team.This is a full-time position responsible for managing customer payments and enhancing relationships with clients.Key Responsibilities:Process customer payments via checks and credit card transactionsPrepare invoices and weekly...

Job OverviewWe are seeking a highly skilled Senior Accountant to join our team at Phaxis - Financial Services. In this role, you will be responsible for assisting with month-end close processes, booking journal entries, and investigating variances.You will also prepare and review account reconciliations and analysis, assist with the preparation of global...

Job DescriptionWe are seeking a highly skilled Senior Accountant to join our team at Phaxis - Financial Services.The successful candidate will be responsible for assisting with month-end close, booking journal entries and investigating variances.Additionally, they will prepare and review account reconciliations, as well as assist with the preparation of...

Phaxis - Financial Services is seeking a skilled Staff Accountant to join our team.Job DescriptionWe are looking for an experienced professional to assist with monthly, quarterly and year-end close processes.The ideal candidate will have expertise in preparing bank reconciliations and journal entries, as well as assisting with budgets and...

About Phaxis - Financial ServicesWe are a leading financial services company that offers a range of innovative solutions to our clients.

Job DescriptionWe are seeking an organized and detail-oriented individual to join our finance team as an administrative assistant with bookkeeping experience. This opportunity allows someone looking to begin their career in accounting to gain hands-on experience in a dynamic environment.Responsibilities:Assist with preparing financial statements and...

Company OverviewPhaxis - Financial Services is a reputable organization that provides financial services to its clients.Job SummaryWe are seeking a highly skilled and organized Accounts Payable Specialist to join our team. The successful candidate will be responsible for processing invoices, responding to vendor and employee inquiries, maintaining accurate...

Job OverviewWe are seeking a skilled Property Accountant to join our team at Phaxis - Financial Services.About the RoleThe successful candidate will be responsible for performing full cycle accounting for commercial/industrial/retail properties, including bank reconciliations and annual report filings.They will also process quarterly property management...

Company OverviewPNC Financial Services Group, Inc. is a leading financial institution dedicated to delivering exceptional customer experiences. Our people are our greatest differentiator, and we strive to foster an inclusive workplace culture that promotes respect, value, and opportunities for growth.Job DescriptionWe are seeking a highly skilled Financial...

Job DescriptionWe are seeking a skilled Billing Coordinator to join our team at Phaxis - Financial Services.The ideal candidate will have experience with ebilling using various vendor websites and be able to ensure billing compliance. Additionally, the successful applicant will be responsible for generating pre-bills drafts on a monthly basis.Key...

The NYC Department of Social Services is a dynamic organization dedicated to addressing poverty and income inequality in New York City. As the Executive Financial Officer, you will play a critical role in overseeing the department's multi-billion-dollar budget, formulating financial management goals, and providing expert counsel to the Commissioner and...

Join Our TeamWe are seeking a talented Financial Services Advocate to join our team at Voya Financial. In this role, you will play a critical part in delivering exceptional customer service to participants in employer-sponsored retirement plans.About the RoleThe Financial Services Advocate will be responsible for responding to participant inquiries,...

**Job Description:**We are seeking a seasoned financial professional to join our team as a Senior Financial Product Strategist. In this role, you will be responsible for leading communication and engagement efforts with clients to drive asset under management (AUM) growth for MidCap Financial.**Key Responsibilities:Drive the scaling of key relationships to...

Job ResponsibilitiesAs a Financial Services Professional, you will be responsible for delivering exceptional client service and building long-term relationships with high-net-worth individuals and families.You will work closely with clients to understand their financial goals and objectives, and develop tailored solutions to help them achieve those goals.You...

We are seeking an Insurance and Financial Services Liaison to join our team at Wyatt Savage - State Farm Agent. As a key member of our team, you will be responsible for developing leads, scheduling appointments, and marketing appropriate products and services.The estimated salary for this role is $55,000 - $75,000 per year, depending on experience and...

About the OpportunityThis is an exciting opportunity to join Cetera Financial Group, a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and institutions.Responsibilities and ExpectationsServe...