Current jobs related to Financial Associate - Boston - US Tech Solutions
-
Client Service Associate
4 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 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 Professional
2 weeks ago
Boston, Massachusetts, United States LPL Financial Holdings, Inc. Full timeFinancial Advisor Opportunity at Hanscom Federal Credit UnionLPL Financial partners with credit unions to offer a comprehensive range of financial services to credit union clients. This employment opportunity at Hanscom Federal Credit Union in Boston, MA, would allow you to join the Investment Program as a Financial Advisor associated with LPL...
-
Financial Associate
3 weeks ago
Boston, Massachusetts, United States Harvard University Full timeJob DescriptionThe Department of Biomedical Informatics at Harvard University is seeking a highly skilled Financial Associate to provide administrative and financial support to the department. This is a part-time position, 17.5 hours (.5 FTE) per week, and is based in Massachusetts.ResponsibilitiesCoordinate all aspects of accounts payable and receivable for...
-
Not Registered
1 month ago
Boston, United States Stifel Financial Full timeUnder immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not Client Service, Associate, Registered, Financial Advisor, Service, Branch Manager, Retail
-
Financial Services Professional
5 days ago
Boston, Massachusetts, United States LPL Financial Holdings, Inc. Full timeFinancial Advisor OpportunityAt LPL Financial Holdings, Inc., we are seeking a skilled Financial Advisor to join our team at Hanscom Federal Credit Union in Boston, MA. As a Financial Advisor associated with LPL Financial, you will have the opportunity to grow your career and business, helping the people and families that look to Hanscom Federal Credit Union...
-
Financial Solutions Associate
2 weeks ago
Boston, Massachusetts, United States Fidelity Investments Full timeJob Title: Associate, Financial SolutionsJob Summary:Fidelity Investments is seeking a highly motivated and detail-oriented Associate to join our Financial Solutions team. As a key member of this team, you will play a vital role in developing the methodology that provides answers to key financial planning questions for our retail and workplace customers.Key...
-
Boston, United States Ameriprise Financial Full timeAre you a collaborative, influential finance leader looking to support the successful execution of strategies and business activities? Ameriprise Financial has an opportunity for a Vice President of Broker Dealer and Holding Company Financial Reporting to join our team! This role will play an integral part in careful analysis, insightful review, and...
-
Client Associate
3 months ago
Boston, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...
-
Boston, United States Ameriprise Financial Full timeAre you a collaborative, influential finance leader looking to support the successful execution of strategies and business activities? Ameriprise Financial has an opportunity for a Vice President of Broker Dealer and Holding Company Financial Reporting to join our team! This role will play an integral part in careful analysis, insightful review, and...
-
Associate, Financial Solutions
1 month ago
Boston, United States Fidelity TalentSource LLC Full timeJob Description:The RoleAre you someone passionate about helping Fidelity s customers answer key financial planning questions such as \u201CWhen can I retire?\u201D, \u201CShould I pay down my debt or invest?\u201D, and \u201CWhat is the real cost of leaving the workforce to care for a loved one?\u201D. If yes, come join Financial Solutions and be part of...
-
Associate, Client
4 weeks ago
Boston, United States SCS Financial Full timeFirm Description: Founded in 2002, SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors. SCS employs just over 140 employees and is headquartered in Boston, with offices in New York City, Providence, Los Angeles and West Palm Beach. We manage...
-
Associate, Financial Solutions Expert
5 days ago
Boston, Massachusetts, United States Fidelity Investments Full timeJob Title: Associate, Financial Solutions ExpertJob Summary:We are seeking a highly skilled Associate, Financial Solutions Expert to join our team at Fidelity Investments. As a key member of our Strategic Advisers business unit, you will play a vital role in developing the methodology that provides answers to our customers' key financial planning...
-
Associate, Client
4 weeks ago
Boston, United States SCS Financial Full timeFirm Description: Founded in 2002, SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors. SCS employs just over 140 employees and is headquartered in Boston, with offices in New York City, Providence, Los Angeles and West Palm Beach. We manage...
-
Associate, Client
2 weeks ago
Boston, United States SCS Financial Full timeFirm Description: Founded in 2002, SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices and institutional investors. We manage approximately $30 billion in assets across public, alternative, and private market opportunities globally. The firm's overall business strengths...
-
Financial Services Associate
2 weeks ago
Boston, Massachusetts, United States Oppenheimer & Co. Inc. Full timeJob OpportunityOppenheimer & Co. Inc. is seeking a highly skilled and detail-oriented Registered Client Service Associate to join their Bellevue branch office.The ideal candidate will possess excellent interpersonal and multi-tasking skills, with the ability to operate independently and as part of a small team. The successful candidate will be responsible...
-
Not Registered
4 weeks ago
Boston, United States Stifel Financial Full timeSummary Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for...
-
Claims Customer Care Associate
1 week ago
Boston, Massachusetts, United States Lincoln Financial Group Full timeJob SummaryWe are seeking a highly skilled Claims Customer Care Associate to join our team at Lincoln Financial Group. As a Claims Customer Care Associate, you will be responsible for providing exceptional customer service to our clients, answering their questions and concerns regarding group insurance products, and ensuring that their claims are processed...
-
Associate Director of Financial Reporting
4 days ago
Boston, Massachusetts, United States Scott & Crosby Staffing, Inc. Full timeJob SummaryThe Associate Director of Financial Reporting will play a key role in ensuring the accuracy and efficiency of our financial reporting processes. This individual will work closely with our external audit and tax advisors to ensure compliance with all regulatory requirements.Responsibilities will include:Leading the daily activities in the financial...
-
Boston, Massachusetts, United States MassMutual Financial Group Full timeThe OpportunityThe newly announced Corporate Function Program Management Office (CFPMO) is seeking an experienced program manager to support the stand-up of the new organization. In this highly visible role as the Program Manager Lead for the Financial Accounting Systems Transformation (FAST) program, you will be responsible for leading one of the largest...
-
HR Service Support Associate
5 days ago
Boston, Massachusetts, United States Lincoln Financial Group Full timeAbout the RoleThis position is responsible for providing exceptional customer support to employees, financial professionals, and retirees on HR-related topics. The ideal candidate will have a strong understanding of HR processes and procedures, excellent communication skills, and the ability to work collaboratively with HR Business Partners and other HR...
Financial Associate
2 months ago
JOB DESCRIPTION
Matches or identifies discrepancies of client’s trade economic details as compared to the client’s counterparty instruction. Prepares communication of settlement of securities in different markets to the client’s custodian. Monitors and resolves any failed trades, cash movements, collateral settlements, or corporate actions. Works closely with the client and client’s counterparty(s) to ensure transactions and/or reporting related to the different security types are processed timely and accurately. Understands settlement procedures and restrictions for various markets and asset types and acts accordingly. Manages daily volume of work adhering to daily deadlines. Utilizes client IMO technology and IMO vendor products to perform daily transactional processes as described above. Collectively work with team members to ensure daily requirements are met. Update team procedures as needed. Communicates professionally and timely via email, phone, or in person with internal and external clients and counterparties. Provides feedback on client’s counterparty performance. Provides superior client service to ensure client satisfaction and reference ability. Responds to client inquiries, in a timely and professional manner, meeting client’s standards as indicated in client’s service agreement. Understands fundamentals of relevant systems and processes. Follows procedures and adheres to policies. Works to understand how specific functions within GIMO impact other teams in Service Delivery. Works with a risk adverse mindset. Proactively communicates and escalates potential risks found, errors and issues timely. Ensures data privacy and integrity of data always. Avoids and escalates any cyber risks. Follows our BCP protocol and security procedures About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
