10254 financial associate jobs found

Full job description Location: 1700 Park Street - Hartford, Connecticut 06106 Bilingual - Spanish Required Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our...

Full job description Location: 4515 Lafayette Road - Indianapolis, Indiana 46254 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 12 Spencerport Road - Rochester, New York 14606 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving...

Location: 1017 Broadway - Buffalo, New York 14212 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our...

Full job description Location: 1017 Broadway - Buffalo, New York 14212 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey....

Full job description Location: 40 Pearl Street - Essex Junction, Vermont 05452 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Full job description Location: 12 Spencerport Road - Rochester, New York 14606 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 25 S Main Street - Homer, New York 13077 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our...

Full job description Location: 601 Cleveland Road W - Huron, Ohio 44839 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey....

Full job description Location: 2225 Washtenaw Avenue - Ypsilanti, Michigan 48197 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

The Associate Financial Aid Advisor role is responsible for providing best-in-class financing and financial aid support to Capella's learners before, during, and after their program enrollment. This position will provide personalized interactions through different communication channels (phone, email, chat, text), and will coach learners through key decisions and solutions regarding funding their programs. Essential Duties & Responsibilities Learner support, guidance, and empathy: provide learners with a positive experience and personal attention in inbound and outbound interactions. Team support and growth mindset: engage in larger team dialogue and brainstorming to improve team performance in a meaningful way, drive process improvements, and ability to provide learners highest quality experience. Participate in initial training, ongoing team training, and focus groups to provide feedback on improvements. Engage in the coaching process for improvement. Problem...

Associate Financial Analyst (Financial Analyst I) ( 00046283 ) Organization : TEXAS EDUCATION AGENCY Primary Location : Texas-Austin Work Locations : Texas Education Agency 1701 NORTH CONGRESS AVENUE Austin 78701 Job : Business and Financial Operations Employee Status : Regular Schedule : Full-time Standard Hours Per Week : 40.00 Travel : Yes, 5 % of the Time State Job Code : 1080 Salary Admin Plan : B Grade : 20 Salary (Pay Basis) : 4,263.16 - 5,443.16 (Monthly) Number of Openings : 1 Overtime Status : Exempt Job Posting : Nov 12, 2024, 10:59:50 AM Closing Date : Ongoing Description MISSION : The Texas Education Agency (TEA) will improve outcomes for all public-school students in the state by providing leadership, guidance, and support to school systems. Core Values: We are Determined : We are committed and intentional in the...

Posting Number: S06084P Department: Engineering & Computer Science Salary Range: Commensurate with experience up to $58,000 Pay Basis: Monthly Position Status: Regular full-time Location: Richardson Job Description: Looking for a rewarding career opportunity with great benefits? Interested in joining a dynamic & fun group of professionals? Look no further! Join our team! The University of Texas at Dallas has an excellent job opportunity for individuals looking to join the Erik Jonsson School of Engineering and Computer Science team as an Associate Financial Analyst. Reporting to the Financial Analyst, the Associate Financial Analyst will assist in supporting the fiscal operations of the Erik Jonsson School of Engineering and Computer Science to ensure compliance with applicable federal and state requirements. This position is responsible for account maintenance, account reconciliation, service center billing, external revenue...

Full job description Associate Financial Analyst (Financial Analyst I) ( 00046283 ) Organization : TEXAS EDUCATION AGENCY Primary Location : Texas-Austin Work Locations : Texas Education Agency 1701 NORTH CONGRESS AVENUE Austin 78701 Job : Business and Financial Operations Employee Status : Regular Schedule : Full-time Standard Hours Per Week : 40.00 Travel : Yes, 5 % of the Time State Job Code : 1080 Salary Admin Plan : B Grade : 20 Salary (Pay Basis) : 4,263.16 - 5,443.16 (Monthly) Number of Openings : 1 Overtime Status : Exempt Job Posting : Nov 12, 2024, 10:59:50 AM Closing Date : Ongoing Description MISSION : The Texas Education Agency (TEA) will improve outcomes for all public-school students in the state by...

Job Family: Investigator Travel Required: Up to 10% Clearance Required: None What You Will Do: The responsibilities of the Financial Crimes Compliance Senior Associate will include, but are not limited to: Performing Anti Money Laundering (AML) and/or Fraud alert/case reviews, seeking to mitigate risks associated to financial crimes and suspicious activity. Applying research and analytic techniques to digest complex information sets to make logical and adequately supported determinations in regard to unusual and potentially suspicious activity. Applying consistent and well-documented analysis aligned with industry standards to ensure success in the following daily efforts of Transaction Monitoring: Conducting an end-to-end and meticulous review of potential illegal or suspicious activity; Completing time-sensitive and meticulous analysis of each instance of potential OFAC Sanctions violations, Anti-Money Laundering activity, Fraud and/or...

Job Description: Associate Financial Analyst This position sits within the Center of Enterprise Technology Analytics team primarily supporting Fidelity Technology Business Units (BUs). This role is highly analytical and requires an individual who can multi-task in a fast-paced and complex organization while working in a team-oriented environment. The Associate Financial Analyst s responsibilities include, but are not limited to, producing financial reports, producing, and reviewing monthly activity-based financials, reviewing cost allocation, and providing other documents and analysis that support the overall Finance function in achieving its strategic and business goals. The Expertise and Skills You Bring Bachelor's degree required 1+ years of experience, preferably in an analyst role Excellent verbal, written communication, and presentation skills Excel skills required Applicants must have outstanding analytical, communication, conceptual thinking,...

Financial Services Associate Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX *** This is a true 3 month contract that starts in December *** •**  The Role The Financial Services Associate, as part of Fidelity’s Workplace Investing organization, is responsible for working with Fidelity's retirement plan sponsors to assure that all necessary information is supplied in an accurate and timely manner to complete their Nondiscrimination testing and Forms 5500/8955-SSA. The representative will be responsible for handling inbound telephone calls via the Testing & Reporting Services Helpline which typically involves assisting plan sponsors with completing their online testing questionnaires, uploading their census data and answering general questions about the Testing and Forms 5500/8955-SSA processes. The representative will have...

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!  YOUR TEAM. We currently have an exciting career opportunity for a Tax Senior Associate to join the team in our Los Angeles or Woodland Hills, CA office with our Financial Services Group in a hybrid capacity. CohnReznick is a hybrid firm most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to alternate time between both remote and office. At CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn, and build community. This results in our ability to create opportunities for our people, make a difference for our clients, and strengthen our internal and external...

Summary: Meta seeks a highly motivated team player to serve as Associate General Counsel, Anti-Money Laundering, Human Exploitation & Financial Compliance. This position will play a key role in advising on Meta's compliance program across Meta, Meta's apps and products, and Meta's transactions, in particular with respect to (i) money laundering and financial crimes risks; and (ii) human exploitation & adjacent harms (e.g., sex trafficking, forced labor, sextortion). This is a great opportunity to join a growing legal team and to work on novel issues in an exciting, fast-paced environment. Required Skills: Associate General Counsel, AML HEx & Financial Compliance Responsibilities: Provide legal advice and support for product and second line compliance teams with respect to our compliance obligations under US and other laws Collaborate and align with relevant functions within Legal, Product, and Policy to optimize, draft, review and implement compliance policies,...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. Location: New York, Stamford, Hoboken, Iselin, Charlotte Sales Executive, Managed Services Sector Deal Originator - Financial Services, Associate Director Our Managed Services Sales function brings together business, sector, and account knowledge along with EY competencies and solutions to meet unique client needs. The Managed Services Sales Organization shapes and drives an integrated growth strategy across EY’s largest accounts, industry sectors,...

Firm Summary We are excited to be expanding our presence in Vermont, and are looking for talented individuals to join our team. You must be able to work daily in Bennington, Vermont or Manchester, Vermont in order to perform this role. Headquartered in Burlington, Vermont, One Day In July is a rapidly growing, award-winning investment firm committed to disrupting the financial industry with a focus on reducing fees and improving portfolio performance for investors. One Day In July provides investment management and fiduciary financial advice, generally focused on index funds, to clients in Vermont and across the United States. We assist clients by assessing their existing asset portfolios and providing them actionable recommendations. We are seeking highly motivated candidates with a passion for learning about the investment industry and engaging with clients. Job Description As an Associate Financial Advisor, you will be responsible for helping the firm onboard...

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!  We currently have an exciting career opportunity for a Tax Senior Associate to join our Financial Services Tax team located in our New York City office. CohnReznick is a hybrid firm most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to alternate time between both remote and office. At CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn, and build community. This results in our ability to create opportunities for our people, make a difference for our clients, and strengthen our internal and external communities.   YOUR TEAM. As part of the Financial...

Full job description Position Summary: Join a team focused on the success of our customers, the success of our communities, and the success of each other. Farm Credit East (FCE) is the leading provider of loans and farm advisory services to farm, forest product, fishing, and other agricultural business owners across the northeast with $11.7 billion in total loan volume and $29 million in annual financial services revenue from 18,000 customers across our 8-state territory. We are One Team Working Together with a focus on our five pillars: Outstanding Customer and Employee Experience, Quality Growth, Operational Excellence, Commitment to our Communities, and Protecting Customer Information. This is a full-time, seasonal opportunity OR part-time eligible for current college students who can work a minimum of 20 hours per week during normal business hours (Monday-Friday 8 AM-4:30 PM) at the designated Farm Credit East office. As a member of the Farm Advisory Services team,...

Full job description Position Summary: Join a team focused on the success of our customers, the success of our communities, and the success of each other. Farm Credit East (FCE) is the leading provider of loans and farm advisory services to farm, forest product, fishing, and other agricultural business owners across the northeast with $11.7 billion in total loan volume and $29 million in annual financial services revenue from 18,000 customers across our 8-state territory. We are One Team Working Together with a focus on our five pillars: Outstanding Customer and Employee Experience, Quality Growth, Operational Excellence, Commitment to our Communities, and Protecting Customer Information. This is a full-time, seasonal opportunity OR part-time eligible for current college students who can work a minimum of 20 hours per week during normal business hours (Monday-Friday 8 AM-4:30 PM) at the designated Farm Credit East office. As a member of the Farm Advisory Services team,...