Financial Services Client Experience Intern

About the OpportunityThis role offers an exciting chance to contribute to the servicing of key intermediary sales relationships. As a financial services intern, you will develop a deep understanding of major financial intermediaries and collaborate with Business Development Managers to build effective solutions using Voya Investment Management resources and...

At Phaxis - Financial Services, we are seeking a skilled Billing Coordinator to join our team.The ideal candidate will have experience with ebilling using various vendor websites, ensuring billing compliance, and researching billing issues.Key responsibilities include generating pre-bills drafts monthly, utilizing ebilling platforms, and preparing complex...

Company Overview">As a leading global bank, Bank of China, U.S.A. has been serving its clients for over 110 years, with a strong presence in more than 60 countries and regions.">We provide our clients with a stable and reliable financial partner, offering a range of products and services including corporate banking, personal banking, trade services,...

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 Sotheby'sSotheby's is a world-renowned destination for art and luxury. Established in 1744, our company has been shaping the global art market through auctions and buy-now channels. We pride ourselves on providing exceptional client service, connecting collectors and connoisseurs with rare and exquisite pieces.The RoleAs a Client Accounts Receivable...

Job OverviewWe are seeking a motivated and detail-oriented Financial Services Associate to join our team at Primerica Financial Services.

We're seeking a skilled Senior Client Partner to lead our Large Customer Sales efforts in the Financial Services vertical at Reddit. Based out of New York, NY, this role involves collaborating with our largest finance clients and their agency partners to drive revenue growth.As a Senior Client Partner, you will be responsible for:Proactively managing and...

Job SummaryWe are seeking a highly organized and detail-oriented Senior Financial Services Coordinator to support our Registered Representatives with their day-to-day investment practice. This role is ideal for someone with 3+ years of experience in the financial services industry, who is passionate about delivering exceptional client service.In this role,...

About Phaxis - Financial ServicesWe are a leading financial services company looking for an experienced Senior Accountant to join our team.

When it comes to delivering exceptional client experiences, Slalom is the partner of choice. As Client Service Leader – Financial Services, you will be instrumental in driving growth and success within our Financial Services account team in New York City. **Job Title:** Client Service Leader – Financial Services (Capital Markets/Asset and Wealth...

About WithumWe are a forward-thinking, technology-driven advisory and accounting firm that empowers clients with innovative tools and solutions to address their accounting, tax, and overall business management needs.Our MissionWithum's mission is to help our clients grow and thrive by providing exceptional client service excellence. We achieve this through...

The Financial Operations Coordinator at Cetera Financial Group supports Financial Professionals in their day-to-day Investment practices while enhancing customer service levels and experiences.This role may support up to three Financial Professionals, working directly with them to prepare and process client paperwork, perform client financial transactions,...

About Phaxis - Financial ServicesWe are a leading financial services company committed to delivering exceptional results.Our team is passionate about making a difference in the lives of our clients and stakeholders.Salary and BenefitsThe estimated salary for this role is $65,000 - $85,000 per year, depending on experience.We offer a comprehensive benefits...

Job Title: Financial Analyst ProfessionalAbout Us: Phaxis - Financial Services is a leading financial services company dedicated to providing top-notch accounting solutions. Our team is passionate about delivering exceptional results and building long-lasting relationships with our clients.Job Description:We are seeking a highly skilled Senior Accountant to...

Wintrust Financial is seeking a seasoned professional to join their Wealth Services team as a High Net Worth Client Relationship Manager. This dynamic role requires 10+ years of experience in developing and managing relationships with high-net-worth clients, applying deep credit expertise, working knowledge of investment portfolios, and trust solutions.About...

About the RoleDailyPay, a leading on-demand pay solution provider, is seeking an exceptional Head of Internal Audit to drive the development and execution of internal audit plans.As the initial hire, you will play a crucial role in shaping the future direction of this function, including determining the optimal resource model. Reporting to the Audit & Risk...

This is a pivotal role in overseeing financial operations and driving strategic initiatives for our client. As the Controller, you will play a key part in leading a talented finance team and contributing to the company's continued success.About Our Client:Our client is a thriving company renowned for its commitment to excellence and innovation in the...

As a financial services expert at Equitable Advisors, you will have the opportunity to help individuals and businesses secure their financial well-being. Our team is driven by our mission to provide customized financial strategies and deliver exceptional customer experiences. We value diversity, equity, and inclusion, and foster an environment where everyone...

Job TitleAccounts Payable SpecialistAbout UsWe are Phaxis - Financial Services, a leading financial services provider dedicated to delivering exceptional accounting solutions.Compensation PackageThe estimated salary for this role is $50,000 - $70,000 per annum, depending on location and experience.Job DescriptionKey ResponsibilitiesAccurate entry of purchase...

We are seeking a skilled Lead Tax Professional to join our team in Midtown, Manhattan. In this role, you will work closely with our clients to provide exceptional tax services and support.About the OpportunityThis is an excellent opportunity for a motivated and experienced tax professional to take on a leadership role and contribute to the success of our...