Client Financial Specialist Jobs0 Client Financial Specialist Jobs within 25 miles of Durham
ACCOUNT MANAGER
Marshall & Sterling Inc. 1 day ago. Sponsored
Glenville, New York, us

Proactively contact clients to set up appointments as needed for service timeline and coordinate stages of the timeline. Recommend tools and resources to mitigate risk as part of the service timeline ...

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Poughkeepsie, New York, us

Manage and reconcile independent budgets and financial records.

Personal Lines Account Manager - Bilingual
Ulster Savings Bank. 1 day ago. Sponsored
Kingston, New York, us

In our high-paced environment, there will also be plenty of opportunities to sell additional coverage to your existing clients as well as to write new business. Manage an assigned book of business wit...

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Population Health Analytics, Sr. Quality Data Analyst
MVP Health Care. 1 day ago. Sponsored
East Glenville, New York, us

Population Health Analytics, Sr.Quality Data AnalystHeadquarters Office, 625 State Street, Schenectady, New York, United States of America Req #2283Friday, November 15, 2024At MVP Health Care, we're o...

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Population Health Analytics, Sr. Quality Data Analyst
MVP Health Care. 1 day ago. Sponsored
Clifton Park, New York, us

Population Health Analytics, Sr.Quality Data AnalystHeadquarters Office, 625 State Street, Schenectady, New York, United States of America Req #2283Friday, November 15, 2024At MVP Health Care, we're o...

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Albany, New York, us

Develop marketing plans that prioritize account goals and drive client demand, focused on tailored and measurable account-based marketing and client experience initiatives (client events, collateral, ...

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Population Health Analytics, Sr. Quality Data Analyst
MVP Health Care. 1 day ago. Sponsored
Niskayuna, New York, us

Population Health Analytics, Sr.Quality Data AnalystHeadquarters Office, 625 State Street, Schenectady, New York, United States of America Req #2283Friday, November 15, 2024At MVP Health Care, we're o...

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Population Health Analytics, Sr. Quality Data Analyst
MVP Health Care. 1 day ago. Sponsored
Scotia, New York, us

Population Health Analytics, Sr.Quality Data AnalystHeadquarters Office, 625 State Street, Schenectady, New York, United States of America Req #2283Friday, November 15, 2024At MVP Health Care, we're o...

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Project Controls Manager
NY CREATES. 2 days ago. Sponsored
Albany, New York, us

This position is responsible for monitoring, managing and overseeing the financial aspects of the project lifecycle, assuring financial adherence to the contract & providing industry standard/norms wh...

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ACCOUNT MANAGER
Marshall & Sterling Inc. 3 days ago. Sponsored
Arlington, New York, us

Review all applications, policies, endorsements, and audits for accuracy with Client Service Specialist and Sales Executive (if applicable). Conduct Open Enrollment and Client meetings. Refer clients ...

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Financial Advisor
Northwestern Mutual. 3 days ago. Sponsored
Albany, New York, us

Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. Review and maintain client financial plans, contin...

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Sales Development Representative 2 - New York City
TEKsystems, Inc. 3 days ago. Sponsored
US

Success in the SDR-2 Role will lead to promotion to Account Manager where additional responsibilities will include: • Develop and manage new and existing customer relationships by leveraging reso...

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US

As a Separate Accounts Real Estate Controller within our dedicated financial management team, you will assist with the financial oversight of several separately managed accounts and targeted strategy ...

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Project Manager
The LiRo Group. 4 days ago. Sponsored
Albany, New York, us

LiRo and Hill in the Northeast to create a larger, more efficient, and cost-effective team to serve clients. The client for this project is the NYS Office of General Services (OGS). Work with manageme...

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Financial Advisor
U.S. Retirement & Benefits Partners. 4 days ago. Sponsored
US

We are looking for Financial Advisors to join our Partner Firm,. Advisor will spend their time building relationships with centers of influence, presenting to large groups of potential clients, and me...

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Pre-Construction Project Manager
The LiRo Group. 4 days ago. Sponsored
Albany, New York, us

The client for this project is the NYS Office of General Services (OGS). Confer with client agencies and contractors. Experience coordinating with designers handling any critical issues pertinent to t...

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Finance & Operations Manager
Fusco Personnel Inc.. 5 days ago. Sponsored
Albany, New York, us

The ideal candidate will manage the daily financial activities and functions for the organization including accounting, budget, credit, insurance, tax and treasury. Fusco Personnel takes great pride i...

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Project Manager
Fusco Personnel Inc.. 5 days ago. Sponsored
Albany, New York, us

Fusco Personnel takes great pride in successfully matching talent and culture for our valued clients.

Customer Service Representative
TTEC. 5 days ago. Sponsored
Valley Falls, New York, us

Customer Service Representative.Be the spark that brightens days and ignite your career with TTEC’s award-winning employment experience.Customer Service Representative.Our purpose, team, and company c...

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Customer Service Representative
TTEC. 5 days ago. Sponsored
Ballston Lake, New York, us

Customer Service RepresentativeBe the spark that brightens days and ignite your career with TTEC's award-winning employment experience.As a Customer Service Representative working onsite in Malta, NY ...

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Data Analyst Vice President- Global Investment Bank Digital (GIBD)
JPMorgan Chase Bank, N.A.. 6 days ago. Sponsored
US

As a Vice President Data Analyst you will work in a fast-paced, dynamic, and collaborative environment, directly contributing to deal-making and client success. Strong skills in SQL and working with r...

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Regulatory Data Analyst
Federal Reserve Bank (FRB). 6 days ago. Sponsored
US

Your role as Regulatory Data Associate - Accounting: • Conduct analysis on interpretive inquiries for data series and reporters, reporting issues, and data concepts, including providing guidance ...

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US

Previous experience in sales and business development, including identifying and approaching potential partner restaurants through targeted online research and outreaches via email, phone or the like....

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Account Manager, Integrated Marketing
FINN Partners. 26 days ago. Sponsored
US

FINN Partners’ Integrated Marketing practice is searching for an Account Manager to join our rapidly growing team and contribute to our mission of delivering exceptional client experiences recognized ...

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Greenville, New York, us

Market research companies that partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the represent...

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Automotive Service Cashier / Receptionist
South Shore Chrysler Dodge Jeep Ram of Five Towns. about 2 months ago. Sponsored
US

Jeep, Dodge Ram is now hiring an energetic, outgoing self starting reliable service cashier / receptionist. ...

Account Manager - State Farm Agent Team Member
Tom Bullock - State Farm Agent. 3 months ago. Sponsored
Ballston Lake, New York, us

You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. Develop and maintain client relationships to drive retention and growth. ...

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Accountant/Financial Analyst/JR Controller
VISTRADA. 3 months ago. Sponsored
US

Position:  Accountant/Financial Analyst/JR Controller Status: Exempt - Not Eligible for OT, Salary   Salary Range: $58,500 - $76,782 Annual (Average) / $69,733 (Median)   Classification...

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Fixed Income Division - Financial Business Analyst
Morgan Stanley. 3 months ago. Sponsored
US

Fixed Income Division - Financial Business Analyst. Support strategic decision making by preparing and optimizing reports pertaining to revenue and other business performance metrics for senior manage...

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Executive Administrative Assistant.
Conductor. 4 months ago. Sponsored
US

We are looking for an Executive Administrative Assistant to support & partner with the CEO at Conductor. This person will handle a wide range of administrative & executive support related tasks. This ...

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Project Manager, Finance & Data.
Noom. 4 months ago. Sponsored
US

Our Engineering team is seeking an experienced Project Manager to support the finance & data science teams. Provide project management support for finance, data, & marketing initiatives, such as organ...

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Upstate/Central New York Sales Representative
Tröegs Independent Brewing. 5 months ago. Sponsored
US

The Sales Representative is an account-level sales person focused on growing Tröegs business in the Hudson River Valley market as well as a portion of NYC Metro. Develop understanding for how the foll...

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Poughkeepsie, New York, us

Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. Y...

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Data Analyst - Immigration Data
Fragomen. 5 months ago. Sponsored
US

We are seeking a Data Analyst whose key responsibility will be to act a primary point of contact between the business and our IT reporting group and work closely with our external clients to understan...

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Data Science Analyst, Population Health
Direct Recruiters. 6 months ago. Sponsored
US

To support these strategies, Health Innovations is partnering with MSHP to recruit a world-class team comprised of talented analysts and data scientists. Comfortable using multiple data sources, inclu...

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Sales Development Representative - German Speaking.
Conductor. 7 months ago. Sponsored
US

Conductor is a leading Website Optimization & Intelligence platform.Todays top brands use Conductor to create & optimize digital experiences that get found organically in search engines & drive value ...

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Regional Account Manager - Northeast
Pabst. 8 months ago. Sponsored
Albany, New York, us

Welcome to Pabst! We may be 180 years old but we will never stop exploring with energy and excitement.We have some of America’s most iconic brands and are on a quest to realize their future potential....

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US

Demonstrated ability to manage and motivate various project management team members, including project coordinators and project managers, in order to fulfill customer demands effectively and to the hi...

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Senior Staff Accountant
Creative Financial Staffing. 9 months ago. Sponsored
US

CFS is partnering with a local non -profit organization looking for their next Senior Staff Accountant, they are a leading non-for-profit social services organization in Westchester County. Responsibi...

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Assistant Project Manager - Healthcare Construction
Cityscape Recruitment. 9 months ago. Sponsored
US

Construction experience working as an Assistant Project Manager working for a US-based General Contractor. Establish, communicate, and implement the Project Schedule. ...

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