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Prime Brokerage Client Services Specialist with a specialization in Foreign Exchange (FX) and Interest Rates products. 3+ years of experience in prime brokerage, client services, or related roles within the financial services industry, with a focus on FX and Rates products.
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EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
$128,980 - $241,837 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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This individual will also be responsible for creating awareness of AHEAD’s world class services that integrate with our key partners, AWS, Microsoft, Harness, GitHub, Palo Alto Networks and RedHat, while working closely with current and prospective customers to determine how AHEAD can best serve their app and data modernization initiatives.
$225,000 - $325,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
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Ability to bring a consultant mindset to your client interactions, with critical thinking, problem-solving and ongoing support. Swayable is looking for a high-performing, fast-learning, and energetic Client Strategy Director to support our enterprise clients, lead the development of strategic pre-testing programs for major accounts, and drive upsell and expansion together with our sales team.
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Expertise in policies, procedures, governance, design and operations in relevant areas, such as trade life cycle, front-office structure, broker-dealer operations, clearance and settlement, client onboarding, treasury operations, collateral management and regulatory regimes.
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Wealth delivers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. Lead quantitative and qualitative assessments of significance and likelihood of risks in key client/ banker processes including onboarding, KYC and client servicing ensuringpliance applicable global/ local regulations.
$250,000 - $500,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Lead quantitative and qualitative assessments of significance and likelihood of risks in key client/ banker processes including onboarding, KYC and client servicing ensuring compliance applicable global/ local regulations.
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You will have a keen interest and understanding of the capital markets across the trade and client life cycle; the tools that are used across the front, middle and back office; and a keen interest in innovation, digital strategy and driving efficiency for our clients.
$119,900 - $219,800 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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TSC is currently looking to hire a dynamic, motivated, and energetic part time Client Advisor to join our growing DTC team. The Client Advisor (part time) will serve as an ambassador of the TSC brand, embodying our philosophy and values with every interaction.
Part-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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Strong understanding of the financial services industry - capital markets, retail and business banking, asset management, insurance, etc. Minimum of fifteen years of overall technical experience in solution architecture, design, hands-on development with a focus on big data technologies, multi-cloud platforms, and with at-least ten years of experience specifically in financial services.
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BronxWorks is hiring one (1) Director of Social Services for the RESPONSIBILITIES Supervise the Case Management, Housing, Child Care, and Youth programs in a tier II family homeless shelter. We have 50 locations throughout the borough providing a variety of programs that offer assistance in the areas of family, children and youth support, educational services, elder care, homelessness, mental health, and workforce development.
$76,099.14 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Human Resources Solutions (HRS) support the human resources needs of the Department of Social Services, the Human Resources Administration, and the Department of Homeless Services through strategic partnership and collaboration, with the goal of creating an inclusive, motivated, and client centered workforce.
$64,137 - $73,758Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Ensuring compliance with regulations as stipulated by NYS DHS, NYS OTDA, NYC FDNY, NYC Dept. of Health, NYC Coalition for the Homeless, etc., including incident reporting, logbook entries, bed checks, client belongings, security, and client care.
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Empathy and Dedication : We approach every client with empathy and we are committed to delivering our services with care and dedication. The Zhou Law Group provides legal services on family issues relating to divorce, same-sex divorce, child custody, child support, spousal alimony, property division, domestic violence, and prenuptial & postnuptial agreements.
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client services jobs Title: services consultant Company: Bayada in New York, NY
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