Senior Financial Client Services Specialist

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,...

Pzena Investment Management, a leading global equity investment adviser and broker-dealer, is seeking a highly skilled Senior Financial Content Specialist to join their Marketing & Client Services team. With over $70 billion in assets under management, the company offers a unique opportunity for professionals to grow with a dynamic organization.The ideal...

About Our CompanyVoya Financial is a forward-thinking organization committed to enhancing the financial well-being of our customers. Our company culture emphasizes collaboration, innovation, and customer-centricity. We are dedicated to delivering exceptional client experiences and fostering a work environment where employees feel valued, supported, and...

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...

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

Our client, a renowned non-profit organization based in lower Manhattan, seeks a highly skilled Senior Financial Analyst to join their team. This is an excellent opportunity for a motivated professional to make a meaningful impact while advancing their career.About the RoleThe successful candidate will work closely with the leadership team to drive financial...

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...

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 DescriptionPhaxis - Financial Services seeks an experienced Chief Financial Operations Specialist to support the financial operations team. This role involves assisting with month-end close procedures, booking journal entries, and investigating variances in financial data.The ideal candidate will have strong analytical skills and be able to prepare 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...

Hybrid Senior Auditor Opportunity with a Growing Accounting FirmAbout the Role:We are seeking an experienced Senior Auditor to lead our growing team and work directly with clients in Manhattan.The ideal candidate will have strong knowledge of Generally Accepted Accounting Principles (GAAP), auditing standards, and regulations.Our client is a mid-sized CPA...

About the OpportunityWe are seeking a highly skilled Senior Financial Analyst to join our team at Creative Financial Staffing. As a key member of our organization, you will play a crucial role in maintaining and reconciling general ledger accounts, including accounts payable, accounts receivable, and premiums.ResponsibilitiesMaintain and reconcile general...

About the Role:Fidelity Information Services is seeking an experienced Conversion Specialist II to join our team in Jacksonville, Florida. As a key member of our implementation conversion team, you will work closely with clients to ensure a seamless transition of their financial services operations to our platform.Key Responsibilities:* Conduct thorough data...

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...

About Actus Consulting GroupActus Consulting Group is a reputable consulting firm that offers expert services in financial reporting and compliance. We are seeking a highly skilled Senior Financial Reporting Specialist/Assistant Compliance Officer to join our team.

We are working with a prominent nonprofit organization seeking a Financial Operations Specialist to join their team. This stable nonprofit has been helping over 35,000 New Yorkers yearly for over 40 years with various services including housing, meals, legal support, and palliative care.About the RoleThis is a hybrid position located in Midtown, Manhattan,...

About the RoleWe are seeking an experienced Senior Financial Manager to join our team at Creative Financial Staffing.Job SummaryThe ideal candidate will have 7+ years of relevant experience in financial management, with a strong background in accounting and finance. A CPA certification is a must, and experience working with non-profit organizations is...

Job Description:We are seeking a Senior Frontend Engineer to lead work on complex projects driving transformative change for top-tier Financial Services clients.The successful candidate will have strong experience developing software in various front-end frameworks, with a focus on design and build the next generation of technology.Responsibilities:BUILD...

About Our ClientOur client is one of the largest non-profit organizations in the United States, located in lower Manhattan. They provide various programs for individuals with disabilities of all ages.The Budget Director will handle a competitive salary and great benefits package, including a 403B with match, medical, dental, vision, PTO, and tuition...

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...