Financial Specialist
3 weeks ago
We are seeking a Financial Specialist to provide personalized investment solutions to help clients achieve their long-term financial goals.
Estimated Salary: $80,000 - $110,000 per year
Job DescriptionThe successful candidate will be responsible for advising clients on investment strategies and other financial decisions. This includes assessing clients' assets, liabilities, and overall financial conditions, preparing presentations that recommend various financial products, reviewing and communicating portfolio performances to clients, and building relationships with new and existing clients.
To excel in this role, you will need previous experience in banking, financing, or other related fields, familiarity with investment products and services, strong analytical and critical thinking skills, and excellent written and verbal communication skills.
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Business Financial Specialist
21 hours ago
Westborough, Massachusetts, United States Ascend Elements Full timeStrategic Role:At Ascend Elements, we are seeking a highly skilled Business Financial Specialist to play a pivotal role in driving our financial strategy forward. As a member of our team, you will be responsible for providing critical analytical support to management across the organization and collaborating with various stakeholders to achieve strategic...
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Financial Services Specialist
3 weeks ago
Westborough, Massachusetts, United States New York Life NYLIFE Securities LLC Full timeJob SummaryWe are seeking a highly skilled Financial Services Specialist to join our team. As a key member, you will be responsible for delivering personalized investment solutions to help clients achieve their long-term financial goals.The ideal candidate will possess excellent analytical and critical thinking skills, with the ability to build strong...
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Financial Operations Specialist
3 weeks ago
Westborough, Massachusetts, United States Hiring Full timeJob ResponsibilitiesThe Financial Operations Specialist will be responsible for a variety of tasks including daily invoicing, collection of delinquent accounts, and month-end billing and reporting.You will also assist in bank reconciliations, handle employee onboarding and termination, and maintain employee records.This role requires a strong understanding...
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Financial Services Specialist
18 hours ago
Westborough, Massachusetts, United States New York Life NYLIFE Securities LLC Full timeJob DescriptionNew York Life is among the strongest and most respected financial companies in the world.We have earned the highest possible financial strength ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA).Our Mission is to provide financial security and peace...
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Financial Analyst Expert
18 hours ago
Westborough, Massachusetts, United States Ascend Elements Full timeCompany Overview:Ascend Elements is a pioneering organization revolutionizing the production of lithium-ion battery materials for electric vehicles. Recognized as a climate technology leader, the company elevates the value of recycled elements and engineers sustainable battery materials to support the global clean-energy transition.Our patented...
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Financial Transactions Specialist
6 days ago
Westborough, Massachusetts, United States Middlesex Savings Bank Full timeAbout the RoleWe are currently seeking an experienced Item Processing Assistant to join our team at Middlesex Savings Bank. As an Item Processing Assistant, you will play a critical role in ensuring the smooth operation of our item processing department, working closely with other teams to ensure the accuracy and timeliness of financial transactions. Your...
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Financial Operations Specialist, AAFCPAS INC
3 weeks ago
Westborough, Massachusetts, United States AAFCPAS INC Full timeAbout UsAt AAFCPAS INC, we value our employees and strive to create a positive and inclusive work environment. Our firm is committed to providing best-value assurance, tax, outsourced accounting, business consulting, information technology advisory solutions, and wealth management services to nonprofit organizations, commercial companies, wealthy...
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Healthcare Delivery Specialist
2 weeks ago
Westborough, Massachusetts, United States IntelyCare Full timeJob Title: Healthcare Delivery SpecialistEarn up to $61 per hour as a skilled Healthcare Delivery Specialist in Westborough, MA, and surrounding areas. Enjoy the freedom of choosing from various shifts and facilities with our user-friendly app.About IntelyCare:We've built our company around nursing professionals, offering a unique combination of support and...
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Account Growth Specialist
4 days ago
Westborough, Massachusetts, United States Freedom Energy Logistics LLC Full timeJob Title: Client Retention SpecialistJob Description:The Client Retention Specialist is a critical role in driving business growth and ensuring the long-term success of our clients. This position involves working closely with assigned accounts to analyze their needs, develop effective sales strategies, and execute against sales goals.Key...
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Financial Services Specialist
3 weeks ago
Westborough, Massachusetts, United States DCU Inc. Full timeJoin Our TeamWe are seeking a highly motivated and customer-focused Teller, Westboro, Part-Time, Onsite to join our team at DCU Inc. As a key member of our operations team, you will play a critical role in delivering exceptional customer service and ensuring the smooth operation of our branches.About the RoleThe successful candidate will be responsible for...
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Financial Support Specialist
20 hours ago
Westborough, Massachusetts, United States Middlesex Savings Bank Full time**Responsibilities**Effectively communicates and assists both internal and external customers in a professional manner, identify their needs, providing information, and resolving complex issues via telephone and electronic means.Performs a variety of transactions for customers, including teller transactions, processing of checking and savings account...
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Risk Management Specialist
3 days ago
Westborough, Massachusetts, United States Educated Solutions Corp Full timeOpportunity OverviewWe are seeking a skilled Risk Management Specialist to join our team at Educated Solutions Corp. This is a 5-month contract role that offers a competitive hourly rate and opportunities for career growth.About the RoleThis position will work onsite in Westborough, MA and reports directly to the management team. The ideal candidate will...
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Global Sales Specialist
6 days ago
Westborough, Massachusetts, United States Jensen Hughes Full timeWe're seeking a highly motivated and well-spoken Business Development Specialist to join our global sales team, who will champion best practices, set industry standards, and support communities with innovative solutions. As a key member of our team, you'll be responsible for developing sales opportunities by exploring and identifying potential accounts,...
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Funding and Accounting Specialist
3 weeks ago
Westborough, Massachusetts, United States Health Plans Inc Full timeJob OverviewFund your future with Health Plans Inc, a respected industry leader that's been serving customers for over 40 years. We're known for our innovation and growth, offering a suite of health and benefit solutions to employers nationwide. Our forward-thinking spirit has given us a strong reputation, and we're looking for ambitious individuals to join...
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Investment Specialist
3 weeks ago
Westborough, Massachusetts, United States New York Life NYLIFE Securities LLC Full timeAbout New York LifeNew York Life is among the strongest and most respected financial companies in the world.Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.We act with integrity and humanity in all interactions with policy owners, business partners, and colleagues.Company Overview:Earned...
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Investment Solutions Specialist
3 weeks ago
Westborough, Massachusetts, United States New York Life NYLIFE Securities LLC Full timeAs a Registered Representative/ Financial Advisor with New York Life/NYLIFE Securities LLC, you will play a key role in delivering personalized investment solutions to help clients achieve their long-term financial goals.Job Description:Company OverviewNew York Life is among the strongest and most respected financial companies in the world, earning the...
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Personal Finance Specialist
3 weeks ago
Westborough, Massachusetts, United States New York Life NYLIFE Securities LLC Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Professional to join our team. As a key member of our organization, you will be responsible for delivering personalized investment solutions to help clients achieve their long-term financial goals.Responsibilities:Develop and implement investment strategies for clientsAssess clients'...
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Portfolio Development Specialist
20 hours ago
Westborough, Massachusetts, United States BankTalent HQ Full timeJob SummaryWe seek an experienced Commercial Portfolio Manager to provide superior portfolio management for our commercial loan customers. As a key member of the BankTalent HQ team, you will be responsible for delivering exceptional banking services, ensuring compliance with regulatory requirements, and maintaining a strong reputation within the industry.Key...
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Rehabilitation Specialist
3 weeks ago
Westborough, Massachusetts, United States Whittier Rehabilitation Hospital Full timeAre you a motivated Physical Therapist looking for a new challenge? We have an exciting opportunity for a 13-week travel assignment at Whittier Rehabilitation Hospital in Massachusetts.Job DescriptionAs a Physical Therapist, you will play a vital role in helping patients recover from injuries or illnesses, promoting independence and overall well-being.You...
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Client Experience Specialist
12 hours ago
Westborough, Massachusetts, United States H&R Block Full timeWhy Work for UsWe believe in investing in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs. At H&R Block, we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together.The Community You...