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YesterdaySaved
In-Office
Hialeah, FL, USA
Entry level
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Responsible for resolving research and adjustment inquiries, maintaining operational and financial controls, and ensuring compliance with regulations.
Top Skills: Internet Based Applications
YesterdaySaved
In-Office
6 Locations
Mid level
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Financial Solutions Advisor provides customized financial advice, builds financial plans, and makes product recommendations to clients, while achieving sales goals and ensuring compliance with regulations.
Top Skills: Brokerage ProductsFinancial PlanningInvestment ProductsSeries 66Series 7
YesterdaySaved
In-Office
New York, NY, USA
90K-110K Annually
Mid level
90K-110K Annually
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Analyze and interpret client's credit worthiness, evaluate credit risks, and write credit approval memos for renewals and new lending opportunities. Responsible for financial performance analysis and supporting transaction execution.
Top Skills: ExcelMicrosoft WordPower Point
YesterdaySaved
In-Office
New York, NY, USA
100K-154K Annually
Senior level
100K-154K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Lead business analysis for financial reporting, manage P&L and balance sheets, and collaborate with various teams to enhance financial processes.
Top Skills: Accounting SoftwareExcelFinancial Reporting SoftwareRegulatory Compliance Tools
YesterdaySaved
In-Office
Jersey City, NJ, USA
141K-205K Annually
Senior level
141K-205K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Responsible for defining architectural solutions, collaborating across business units, and ensuring solutions meet non-functional requirements while mentoring engineers and guiding development processes.
Top Skills: AngularjsBootstrapCSS3Cti ApisHTML5Java/J2EeJavaScriptJenkins Automation FrameworkJqueryJunit FrameworkNode JsServer-Side Restful Web ServicesSpringSQL
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YesterdaySaved
In-Office
Northbrook, IL, USA
115K-155K Annually
Senior level
115K-155K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Market Client Relationship Manager leads service delivery in wealth management, managing team performance and client relations while ensuring compliance and regulatory adherence.
Top Skills: AnnuitiesInvestment Products Such As 401KLiabilitiesMarginMoney FundsMutual FundsOptionsRetirement PlansTaxTrust Operations
YesterdaySaved
In-Office
Charlotte, NC, USA
Senior level
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Global Financial Crimes Manager oversees the management of AML red flags, interprets regulations, updates compliance frameworks, and provides expert advisory within the firm.
Top Skills: AmlBsaDojFatfFinancial Crime ComplianceFincenOccOfacRegulatory Guidance
YesterdaySaved
In-Office
Las Vegas, NV, USA
24-27
Junior
24-27
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
This role involves resolving client requests via calls, chats, or emails in a contact center, ensuring accurate data capture and delivering quality client service while complying with regulations.
YesterdaySaved
In-Office
Las Vegas, NV, USA
24-27
Junior
24-27
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Responsible for resolving client requests via calls, chats, or emails in an inbound contact center. Provide service delivery by answering questions, resolving problems, and maintaining accounts while enhancing client relationships.
YesterdaySaved
In-Office
4 Locations
25-37
Entry level
25-37
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Responsible for client service support to Financial Advisors, addressing client needs, ensuring accuracy in materials, and maintaining relationships.
Top Skills: Account ManagementAdministrative ServicesBusiness DevelopmentClient ManagementClient Solutions AdvisoryCustomer And Client FocusEmotional IntelligenceIssue ManagementOral CommunicationsPipeline ManagementPrioritizationReferral IdentificationWritten Communications
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