- Founder's CPA (Chicago, IL)
- …CPA is an industry-leading accounting firm located in Chicago, Illinois. Our service offerings include accounting, consulting, outsourced CFO, and tax services . ... our team, you will be tasked with providing tax services to our client base. Duties will include, but...+ Calculating gains & losses for cryptocurrency mining, staking, trading , and DeFi transactions for both individuals and companies… more
- Neuberger Berman (New York, NY)
- …+ SIE, Series 7, and Series 66 required + 2-4 years of client service or support experience in the financial services industry preferred + Proficiency ... market values, stock quotes, and online access + Provide trading and administrative support to portfolio managers and team...and FactSet, is a plus + Strong interpersonal, client service , and communication skills (written and verbal) + Ability… more
- Truist (New York, NY)
- …of the individual analyst, may work closely with Capital Markets, sales, and trading to help leverage the analyst's research product into the institutional client ... base. 8. Depending on experience of the Associate and the needs of the individual senior analyst, may maintain active dialog with representatives of covered… more
- Raymond James Financial, Inc. (Green Bay, WI)
- …Duties and Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... securities industry. + Financial markets, products and industry regulations. + Trading terminology. **Skill in** + Client Relationship Management (CRM) software, or… more
- Santander US (Dallas, TX)
- Whole Loans Operations - Lifecycle Management, Associate Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator ... in the financial services industry. We believe that our employees are our...to Talk to You!** **Overview** The Whole Loans Operations Associate plays a crucial role in executing the end-to-end… more
- Vanguard (Malvern, PA)
- …general trading agreements and supporting documentation. + Support new services , product developments and initiatives. + Advise, counsel, and educate internal ... Vanguard is a leading provider of financial products and services to individual and institutional investors world-wide. Known for its strong ethical business… more
- Raymond James Financial, Inc. (Chicago, IL)
- …Summary** We are seeking to add a **Senior** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial services team. This ... + High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education,… more
- BlackRock (Princeton, NJ)
- …across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to ... As a Portfolio Manager, you will build relationships internally with teammates, Trading Desks, Operations, and the Sales organization as well as externally with… more
- RWE Clean Energy (Windfall, IN)
- …creating a sustainable and secure energy future. As a member of the **Blade Repair Services (BRS) team** , you will be part of a team responsible for inspections, ... proper storage, maintenance and handling of all Blade Repair Service equipment + Perform safety and other wind farm-related...of American industry. This is complemented by RWE's energy trading business. RWE is also a major offtaker of… more
- Scotiabank (New York, NY)
- Associate , Structured Credit (CLO) Banking **Requisition ID:** 233968 **Salary Range:** 145,000.00 - 175,000.00 _Please note that the Salary Range shown is a ... to results, in an inclusive and high-performing culture. **Title** : Associate , Structured Credit (CLO) Banking **Global Banking and Markets** Global Banking… more