Financial Services Specialist

Company OverviewCitizens Financial Group, Inc. is a leading provider of investment services in the industry. Our mission is to deliver exceptional customer experiences and drive growth through innovation and expertise.SalaryThis role offers a competitive base salary with an opportunity to earn commissions based on performance. Individuals in this position...

About CitizensCitizens is a leading provider of investment services, committed to delivering exceptional results for our clients. Our team is dedicated to providing personalized financial strategies that meet the unique needs of each individual.We are currently seeking talented Financial Advisors who can proactively identify and sell a broad array of...

At The Busick Agency, we're passionate about helping families protect their loved ones through comprehensive life and health insurance solutions. As a Financial Protection Specialist, you'll play a key role in identifying new business opportunities, developing relationships with potential clients, and delivering exceptional customer service.This is a...

Job Title: Financial Management SpecialistThe Colwell Law Group, LLC is seeking a highly skilled and detail-oriented Financial Management Specialist to oversee the financial records and transactions of our law firm. This role is responsible for maintaining accurate and up-to-date financial information, ensuring compliance with trust accounting regulations,...

Broadview FCU is dedicated to ensuring that our members receive top-notch service. As a Financial Support Specialist, you will play a critical role in providing financial assistance to our members over the phone. Your responsibilities will include resolving member issues, understanding and addressing financial needs with empathy, and fostering relationships...

Job OverviewWe are seeking a highly skilled and experienced Chief Financial Specialist to join our team at Teal Becker and Chiaramonte, CPAs, P.C. As a Senior Accountant, you will play a critical role in providing exceptional accounting, auditing, and tax services to our clients.

Job OverviewWe are seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our operations group, you will play a critical role in ensuring the accuracy and reliability of our financial data.In this position, you will be responsible for analyzing complex financial data, identifying trends and opportunities for...

Job SummaryThis role provides administrative support to Paula-Christie Heighton. As a key member of the team, you will be responsible for ensuring the smooth operation of daily tasks, including answering phone calls, meeting with clients, and handling correspondence. The ideal candidate will possess excellent communication skills, attention to detail, and...

About the RoleThe Assistant Accountant will work closely with the accounting team to provide administrative and financial support to a profit center.The ideal candidate will have strong organizational skills, attention to detail, and excellent communication abilities.Responsibilities include processing invoices, managing accounts payable, and assisting with...

Job OverviewWe are seeking a highly skilled Financial Management Specialist to join our team at Special Olympics New York, Inc. in Albany, NY. As a key member of our finance department, you will be responsible for providing financial support to our Vice President, Finance and Administration.The successful candidate will have excellent accounting skills, with...

Boralex requires a Financial Cycle Specialist to perform accounting tasks for various companies under their supervision. The successful candidate will work closely with the Manager - Operational Accounting US to prepare financial statements and participate in budget production.Responsibilities:Complete accounting cycle tasks for various companies;Prepare...

Company OverviewThe Colwell Law Group is a rapidly expanding law firm with multiple locations in the Albany, Saratoga, and Syracuse areas. With a focus on family law, the firm utilizes decades of combined legal experience to advocate for its clients' best interests.The Billing & Collections Specialist plays a crucial role in managing client accounts,...

Job Description:First New York Federal Credit Union is seeking a highly motivated Member Service Specialist-Contact Center to provide top-notch customer service to members.This role requires excellent communication and problem-solving skills to address member inquiries and concerns via phone, email, and chat.The successful candidate will have a strong...

Job OverviewCAPITAL CFO+ LLC is seeking a highly skilled and experienced Financial Operations Specialist to join our team. As a Full-Charge Bookkeeper, you will be responsible for managing a roster of clients in the Capital Region of upstate New York.About UsWe are a company that cares about our employees, clients, and the community we serve. We value clear...

Job ResponsibilitiesThe Financial Service Associate will play a critical role in meeting the financial needs of our members. Key responsibilities include providing expert advice on financial products and services, processing transactions accurately and efficiently, and ensuring that all interactions meet the highest standards of quality and...

About Us\The New York State Department of Financial Services is a leading state agency that regulates and supervises the financial services industry. Our vision is to build an equitable, transparent, and resilient financial system that benefits individuals and supports business.\Job Summary\As a Senior Attorney, you will play a critical role in ensuring the...

Succeed as a Financial Management Specialist at NY CREATES, where you'll play a critical role in driving innovation and growth. Our team serves as a bridge for advanced electronics, leads projects that advance R&D in emerging technologies, and generates the jobs of tomorrow.Compensation and Benefits$150,000 - $200,000 per year (salary negotiable based on...

About the RoleThe Member Service Specialist is a key position within our credit union, responsible for delivering outstanding member service experiences across various channels. This includes responding to phone calls, emails, and in-person interactions, as well as providing assistance with account openings, loan applications, and other financial services.

Student Accounts Specialist Position OverviewExcelsior College seeks a highly skilled Student Accounts Specialist to join its team. As a key member of our financial services department, you will be responsible for managing student accounts, ensuring accurate and timely processing of financial transactions, and providing exceptional customer...

About The Colony GroupWe are a leading partnership of fiduciary wealth management and related financial services firms. Our goal is to provide access to best practices, greater resources, and continuity planning for our affiliated advisory firms, serving individuals, families, employers, and institutions with comprehensive financial services.Our ApproachWe...