Financial Services Professional
3 days ago
Vaco Boston has partnered with a world-class Financial Services/Asset Management Firm to identify talented Entry-Level Candidates for a career in the Financial Services and Asset Management Industry.
This role offers a unique opportunity to work closely with the trading desk and back office operations, providing a strong level of exposure and experience.
Key Responsibilities- Assist Senior Management in analyzing Equity, Fixed Income, and Derivatives portfolios positions.
- Trade Settlements, Corporate Actions, Fund Accounting, and other related tasks.
- Strong Excel skills and ability to analyze high-net-worth institutional billing.
- Act as a Key Point of Contact for Institutional Clients and assist Institutional Trading Desks.
- Strong verbal, written, and presentation skills.
- Strong Excel skills and ability to analyze high-net-worth institutional billing.
- Trade Settlements, Corporate Actions, Fund Accounting, and other related tasks.
- Ability to work in a high-profile, collaborative environment.
- Strong verbal, written, and presentation skills.
Vaco values a diverse workplace and encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
-
Financial Services Representative
1 week ago
Boston, Massachusetts, United States Baystate Financial Full timeUnlock Your Potential as a Financial AdvisorAt Baystate Financial, we're committed to helping you succeed in your career as a financial advisor. Our comprehensive training program will equip you with the skills and knowledge you need to excel in this field.Key Responsibilities:Client Acquisition and MarketingDiscovery and Needs AssessmentFinancial Plan...
-
Financial Services Professional
3 weeks ago
Boston, Massachusetts, United States Edward Jones Full timeAbout the RoleWe are seeking a highly motivated and ambitious Financial Advisor to join our team at Edward Jones. As a Financial Advisor, you will have the opportunity to build a successful career in financial services, working with clients to achieve their long-term financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients...
-
Financial Services Professional
4 days ago
Boston, Massachusetts, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial AdvisorA career that offers growth, flexibility, and the chance to make a meaningful impact on others' lives is within reach.At Northwestern Mutual, financial representatives empower individuals to achieve their financial goals. They thrive in a fast-paced environment, where hard work is recognized and rewarded.As a...
-
Financial Advisor
7 days ago
Boston, Massachusetts, United States Baystate Financial Full timeAbout Baystate FinancialBaystate Financial is a customer-centric, full-service financial firm that has been providing comprehensive financial services for over a century. Our team of over 300 professionals and 200 support staff work together to build financial plans for a wide variety of individuals and businesses.Job SummaryWe are seeking a highly motivated...
-
Account Manager
4 weeks ago
Boston, Massachusetts, United States The Select Group Full timeAbout The Select GroupThe Select Group is a leading provider of custom Managed Solutions for transformational business leaders. Our mission is to positively impact lives by enabling the voices and career opportunities of all.Job SummaryWe are seeking a high-impact sales professional to join our team as an Account Manager - Financial Services. This role will...
-
Portfolio Analyst
4 weeks ago
Boston, Massachusetts, United States Moors & Cabot Inc Full timeJob SummaryWe are seeking a highly skilled and experienced Portfolio Analyst to join our team at Moors & Cabot Inc. As a key member of our financial services team, you will be responsible for providing exceptional client service, managing investment portfolios, and developing financial planning solutions.Key ResponsibilitiesClient Service and Portfolio...
-
Marketing Professional
4 weeks ago
Boston, Massachusetts, United States Sungage Financial Full timeAbout Sungage FinancialSungage Financial is a pioneering company in the residential solar industry, revolutionizing the way people go solar. Our mission is to provide reliable and flexible financing solutions that empower solar installers to build strong businesses while helping families save money and live more sustainably.Job SummaryWe are seeking a highly...
-
Boston, Massachusetts, United States Professional Staffing Group Full timeController for a Charitable OrganizationThis non-profit organization is dedicated to providing a secure environment for children in need, offering specialized therapeutic and clinical services, educational support, and prioritizing cultural sensitivity to positively impact the lives of those it serves.Responsibilities:Analyze current financial data for...
-
Financial Professional
2 weeks ago
Boston, Massachusetts, United States Resource Recruiting of MA Full timeStaff Accountant Job DescriptionWe are seeking a highly skilled and experienced Staff Accountant to join our team at Resource Recruiting of MA.The ideal candidate will possess a strong understanding of accounting principles, excellent analytical and problem-solving skills, and the ability to work independently and as part of a team.Key...
-
Financial Management Professional
9 minutes ago
Boston, Massachusetts, United States Liberty Mutual Full timeUnlock Your Potential in FinanceAt Liberty Mutual, we're committed to helping you grow and succeed in your finance career. Our Financial Management Program is a two-year rotational program designed to equip you with the skills and knowledge you need to excel in the field.Through our comprehensive training curriculum, you'll gain a deep understanding of...
-
Financial Services Representative
1 week ago
Boston, Massachusetts, United States Moody Street Group Full timeAbout The Moody Street GroupThe Moody Street Group, LLC is a general agency of OneAmerica Financial, serving a diverse clientele including individuals, business owners, professionals, and families. Our team assists clients in achieving financial objectives by providing a range of products and services that help create, accumulate, and conserve wealth.Our...
-
Financial Management Professional
2 weeks ago
Boston, Massachusetts, United States Liberty Mutual Full timeFinancial Management Program OverviewAt Liberty Mutual, we're committed to fostering an environment where employees can build long and meaningful careers. Our Financial Management Program is designed to provide you with the skills and knowledge needed to succeed in a fast-paced finance environment.Program DetailsTwo-year rotational program consisting of...
-
Financial Services Specialist
4 weeks ago
Boston, Massachusetts, United States Equitable Full timeAbout UsAt Equitable Advisors, we are a leading wealth management firm dedicated to helping our clients achieve their financial goals. Our mission is to provide personalized financial services and solutions that address the evolving needs of our clients.Our TeamWe are a diverse and inclusive team of financial professionals who share a passion for delivering...
-
Boston, Massachusetts, United States Nbsalonspa Full timeExciting Opportunities for Financial ProfessionalsLincoln Investment is seeking highly motivated and entrepreneurial Financial Professionals to join our team in the Greater Boston area. With over 50 years of experience, we have established ourselves as a leading full-service investment planning firm, offering a wide range of retirement plan accounts,...
-
Financial Services Representative
4 weeks ago
Boston, Massachusetts, United States Capital One Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Experience Ambassador. As a key member of our team, you will be responsible for delivering exceptional customer experiences and promoting our financial services to customers.Key ResponsibilitiesDevelop and maintain strong relationships with...
-
Client Service Associate
7 hours ago
Boston, Massachusetts, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors and clients by providing exceptional customer service, administrative support, and operational expertise.Key ResponsibilitiesProvide...
-
Financial Services Representative
2 weeks ago
Boston, Massachusetts, United States Citizens Full timeJob SummaryWe are seeking a highly motivated and customer-focused Banking Professional to join our team at Citizens. As a key member of our branch, you will be responsible for building and maintaining strong relationships with our customers, providing personalized financial solutions, and delivering exceptional customer service.Key ResponsibilitiesDevelop...
-
Accounting Professional
7 days ago
Boston, Massachusetts, United States Mercury Business Services Full timeJob OverviewWe are seeking a detail-oriented and motivated accounting professional to join our finance team at Mercury Business Services. As a key member of our team, you will be responsible for maintaining accurate financial records, preparing financial statements, and handling various aspects of the accounts payable process. If you are located in Boston or...
-
Financial Services Specialist
2 weeks ago
Boston, Massachusetts, United States Equitable Full timeAbout Equitable AdvisorsAt Equitable Advisors, we're dedicated to helping our clients achieve their financial goals and secure their financial well-being. Our team of experienced financial professionals is passionate about making a positive impact on the futures of individuals and businesses.Our MissionWe strive to deliver exceptional customer experiences...
-
Client Service Associate
2 weeks ago
Boston, Massachusetts, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will provide exceptional customer service to our clients, assist with the opening and maintenance of client accounts, and perform various administrative tasks.Key ResponsibilitiesAssist Financial Advisors with client...