422 Citigroup jobs in New York

Recruiter - Financial Services

10261 New York, New York Higher Group

Posted 2 days ago

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Job Description

This range is provided by Higher Group. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $20,000.00/yr

Direct message the job poster from Higher Group

Principal | Financial Services | Connecting Search & Recruitment professionals with leading staffing agencies across the U.S.

We are actively hiring for a strong Financial Services recruiter , to join the hottest recruitment desk in NYC, where the average recruiter is taking home 225,000+, and many on the team are earning over 500,000.

My client has an outstanding reputation recruiting within the Financial Services space, with a cemented client base client base spanning Hedge Funds, Asset Managers, Private Equity, Insurance/Pension Funds, Investment Banks, and corporate/retail clients.

The desk is inundated with roles to deliver on from day one , with no requirement for business development, covering both Direct Hire/Perm roles alongside a huge number of Contract/Temp roles to deliver upon too. Across all Financial Services disciplines (front, middle & back office)

? Strong base salary, hybrid working (NYC), and very high commissions - you'll be sat in the hottest recruiting seat in New York.

Highlights:

? True base salary from 75,000 to 120,000

? Perm commissions starting at 50% and increasing to 60% ( 40,000- 80,000 fees)

? Contract/Temp commissions high (minimum 10-15% on margins)

? Hybrid & flexible working - 3 days WFH (NYC office)

? Specialized in all Accounting and Finance roles

? Avg. billers in the business - 600,000 - 800,000 (take home 250k+)

? No requirement for business development (deliver from day one)

With the option to work from home, top salaries, and a strong client network, consultants here regularly achieve billings from 600,000- 800,000, taking home 50% of their billings.

Interested in learning more? Even if you're not actively looking for a new recruiting role, I'm always keen to connect with recruiters for future.

I'm happy to chat, and give an overview of the role and answer any queries.

Connect with me:

Whatsapp/text:

Book a slot to speak with me:

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Human Resources, Business Development, and Sales
  • Industries Staffing and Recruiting, Accounting, and Financial Services

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Recruiter- Financial Services

10261 New York, New York Paul Bridges LLC

Posted 3 days ago

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Job Description

1 day ago Be among the first 25 applicants

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This range is provided by Paul Bridges Group. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$60,000.00/yr - $5,000.00/yr

Direct message the job poster from Paul Bridges Group

Senior Principal at Paul Bridges Group - Recruitment to Recruitment / R2R / Rec to Rec / Search for Search / Headhunting Headhunters

About the Role:

Our client is seeking a high-performing 360-Degree Recruiter to join their Financial Services practice in the New York Metro area. This is a full-desk role, ideal for someone who thrives in a fast-paced, relationship-driven environment and has proven success in both business development and candidate delivery . Youll work with a wide range of financial services clientsincluding investment banks, hedge funds, private equity firms, fintechs, and asset managersplacing top-tier talent across front, middle, and back-office functions.

Key Responsibilities:

  • Manage the full recruitment lifecycle, from client acquisition to candidate placement.
  • Develop and grow a client portfolio through proactive outreach, relationship-building, and account management.
  • Partner with clients to understand hiring needs and provide tailored recruitment solutions.
  • Source, screen, and interview qualified financial services professionals across verticals such as operations, compliance, finance, risk, sales & trading, or investment roles.
  • Prepare candidate profiles, manage interview processes, and oversee offer negotiation and onboarding.
  • Maintain and update candidate and client activity in the ATS and CRM systems.
  • Stay current on financial markets, hiring trends, and competitive intelligence to position yourself as a trusted industry advisor.
  • Meet and exceed individual performance metrics tied to revenue, placements, and client engagement.

Qualifications:

  • 27 years of agency recruitment experience with a focus on financial services.
  • Proven success running a 360-degree desk (business development + recruiting).
  • Strong understanding of the financial services industry and relevant talent landscape.
  • Demonstrated ability to build and maintain relationships with clients and candidates.
  • Self-starter mindset with strong commercial instincts and drive to grow your book of business.
  • Excellent communication, organization, and negotiation skills.
  • Comfortable working in a fast-paced, KPI-driven environment.
  • Bachelor's degree preferred.

What's on Offer:

  • Competitive base salary + uncapped commission structure.
  • Health, dental, and vision benefits; 401(k) with match.
  • Hybrid work model with flexibility.
  • Access to market-leading sourcing tools, tech stack, and candidate databases.
  • A collaborative, high-performance culture with real advancement opportunities.
  • Ongoing mentorship and training from senior leaders in the firm
Seniority level
  • Seniority level Associate
Employment type
  • Employment type Full-time
Job function
  • Job function Sales, Consulting, and Business Development
  • Industries Staffing and Recruiting and Financial Services

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Consultant - Financial Services

10261 New York, New York SIA

Posted 8 days ago

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Job Description

Company Description

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes.

Strategy & Management Consulting

Sia's Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy.

Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia's Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment.

Job Description

What You'll Do

Our talented consultants enable our Financial Services Industry (FSI) Business Unit to deliver a myriad of business transformation solutions to our clients. The FSI Business Unit has led and managed projects for top-tier, global clients ranging from strategy, target operating model design, regulatory governance and remediation to technology transformation, program & project management, and business analysis. We have experience providing these solutions to clients within various operational functions including Sales & Trading, Risk Management, Finance, Treasury, and Operations & Technology.

RESPONSIBILITIES
  • As a Sia consultant, you will be deployed to client projects, responsible for delivery as part of an on-site or remote project team
  • Hands on deliverables will include performing research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data
  • You will create presentations &/or reports for team members and clients, communicating the main ideas, critical points and decisions required to be made, demonstrating a capacity to lead within teams
  • Collaboration with internal and client project team members, making contributions to internal communications and readiness activity within the program team and with client groups will be part of your day to day
  • You will utilize different methodological concepts to prepare client deliverables, leveraging tools like PowerPoint, Excel, Access, MS Project and Visio
  • You will be responsible for managing assigned work activities to achieve deadlines while communicating effectively with clients, internal stakeholders and leadership and identify priorities/interesting parties of the project/assignment
  • You will support the success and growth of the Financial Services consulting practice by sharing your own business acumen & knowledge, acting as an active member with internal knowledge-share oriented activities and organizations
  • You will actively participate in business development activities such as identifying and qualifying business opportunities, networking and relationship development, and preparing, coordinating, and developing pitches and proposals
Qualifications
  • At minimum, you must have a Bachelor's degree in Finance, Business Management, or a related field from an accredited college/university
  • Either an MBA or a Master's level degree related to Mathematics, Statistics, or Computer Engineering will be strongly preferred
  • We are looking for consultants with 1-3 years experience spearheading &/or contributing project deliverables related to transformations in the Financial Services industry in at least one of the following areas: Consumer Banking, Corporate & Investment Banking, Finance & Risk Management, Risk Compliance & Ethics, Payments, Sustainable Finance/ESG, or Wealth & Asset Management.
  • Your experience must include at least 1-2 years doing this work within a management consulting environment (either boutique or "Big4" firms), delivering to external clients or customers within the Financial Services industry
  • Certifications in any of the following will be considered an asset: CAPM, PMP, Agile, Lean, Six Sigma, Business Analytics, Data Science, Change Management
  • Experience using Power BI or other visualization tools (Tableau, etc.) to enable dynamic dashboarding will be considered an asset
  • Experience and knowledge of Project Management principles and methodologies
  • You must have Advanced Microsoft Office Skills (Excel, PowerPoint, Word)
  • You possess strong client relationship development and client management skills
  • Excellent communication (written and oral) accompanied by strong interpersonal skills
  • Demonstrated problem solving and troubleshooting skills with the ability to know when to escalate and when not to
  • Solid organizational, multi-tasking, and time-management skills
  • Eagerness to be involved with internal initiatives and interest in guiding and leading.
  • Demonstrated teamwork and collaboration in a professional setting
Additional Information

We believe in supporting our team professionally and personally.

Here is a snapshot of the comprehensive benefits you'll enjoy as part of Sia.

Competitive Compensation
  • Base salary starting at $80,000, commensurate with experience and qualifications
  • Annual performance based discretionary bonus
Robust Health Coverage
  • 3 Medical plan options
  • Dental and Vision
  • Life, AD&D and other voluntary insurance
Tax-Advantaged Spending Accounts
  • 401K retirement plan
  • 4% matching and 100% vested upon enrollment
  • Health Savings Account (HSA)
  • Flexible Spending Account (FSA)
    • Health, Dependent Care, Commuter
Family Friendly Benefits
  • 100% paid parental leave for all new parents with eligible tenure
  • Building Healthy Families program if enrolled through medical plan
Time Off to Recharge
  • Generous Paid Time Off (PTO) policy
  • 9 company holidays plus 1 floating holiday
Extras that Make Life Easier
  • College savings and student loan repayment assistance
  • Monthly cell phone stipend
  • Access to wellness programs at no cost if enrolled through medical plan, including:
    • Gym membership reimbursement
    • LiveHealth Online virtual care
    • Personalized support from a Well-being Coach
  • Employee Assistance Program at no cost
    • Free confidential counseling and emotional support services
    • On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management)

WORK AUTHORIZATION & SPONSORSHIP

At this time, Sia does not intend to pursue employment with applicants who will require now or in the future a visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).

HYBRID WORKPLACE GUIDELINES

Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations-New York City, Charlotte, Seattle, and San Francisco are expected to live within a reasonable commuting distance and attend the office at least three days per week. For applicants in other markets, including those without a local office, we offer more flexible in-person requirements to accommodate your location.

OUR COMMITMENT TO DIVERSITY

At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact.

Please visit our website for more information.

Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.
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Consultant - Financial Services

10606 White Plains, New York TransUnion

Posted 8 days ago

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Job Description

TransUnion's Job Applicant Privacy Notice

Personal Information We Collect

Your Privacy Choices

What We'll Bring:

What We'll Bring:

At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation we're - consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills and build new capabilities, while discovering their genius.

Come be a part of our team - you'll work with great people, pioneering products and cutting-edge technology.

What You'll Bring:

  • Bachelor's degree in Economics, Finance, Statistics, Mathematics, or a related field.
  • 2 years of experience in data analytics, financial services, or consulting.
  • Proficiency in Microsoft Excel, SQL, and PowerPoint.
  • Strong analytical skills with the ability to extract insights from data and craft compelling client narratives.
  • Excellent verbal and written communication skills for regular interaction with internal and external stakeholders.
  • Proven ability to manage multiple projects independently and meet deadlines.

Impact You'll Make:

  • Serve as a trusted advisor to executive stakeholders at a top-tier U.S. consumer bank.
  • Deliver insights through syndicated benchmark studies, custom analytics, and modeling solutions.
  • Provide decision support in areas such as business strategy, product management, pricing, customer rewards, targeting, and risk/fraud.
  • Design and execute strategic quantitative analyses using large datasets.
  • Communicate analytical findings and strategic implications clearly to both technical and non-technical audiences.
  • Support project scoping and define analytic approaches in response to stakeholder needs.
  • Manage day-to-day communications and status updates with clients and internal teams.
  • Collaborate with Business Development to identify new opportunities and cross-sell solutions.
  • Ensure data accuracy and client-readiness of all deliverables, including those produced by team members.
  • Provide oversight and technical guidance to junior analysts.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.

Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company's reputation are also essential expectations of this position.

Benefits:

TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion's Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans.

We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans' Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion's Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting

Pay Scale Information : The U.S. base salary range for this position is $62,000.00 - $90,000.00 annually. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Regular, fulltime non-sales positions may be eligible to participate in TransUnion's annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents.

TransUnion's Internal Job Title:

Specialist II, Business Operations
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Financial Services Representative

11747 Melville, New York Northwell Health

Posted today

Job Viewed

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Job Description

**Req Number**
Job Description
Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments, issues patient receipts, and maintains collection log.
Job Responsibility
+ Interviews patients to obtain necessary financial and insurance information.
+ Verifies patients insurance and collects additional insurance such as No Fault and Workers Compensation.
+ Performs financial assessment of patients; refers potential Medicaid cases to Medicaid Investigator.
+ Gathers documentation and assists in the completion of the Financial Assistance Program (FAU) application process.
+ Assists patients and/or families in resolving hospital bills; advises and counsels patients of their payment responsibility due to the hospital.
+ Establishes patients' pro-rated financial obligations and sets-up payment arrangements/contracts.
+ Follows up on scheduled payments via mail and telephone.
+ Processes applications for Section 1011, where applicable.
+ Maintains daily work log of payments collected.
+ Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.
Job Qualification
+ High School Diploma or equivalent required.
+ 1-3 years of relevant experience, required.
*Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
The salary range for this position is $34,820-$51,950/year
It is Northwell Health's policy to provide equal employment opportunity and treat all applicants and employees equally regardless of their age, race, creed/religion, color, national origin, immigration status or citizenship status, sexual orientation, military or veteran status, sex/gender, gender identity, gender expression, disability, pregnancy, genetic information or genetic predisposition or carrier status, marital or familial status, partnership status, victim of domestic violence, sexual or other reproductive health decisions, or other characteristics protected by applicable law.
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Financial Services Representative

11030 Manhasset, New York Northwell Health

Posted today

Job Viewed

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Job Description

**Req Number**
Job Description
Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments, issues patient receipts, and maintains collection log.
Job Responsibility
+ Interviews patients to obtain necessary financial and insurance information.
+ Verifies patients insurance and collects additional insurance such as No Fault and Workers Compensation.
+ Performs financial assessment of patients; refers potential Medicaid cases to Medicaid Investigator.
+ Gathers documentation and assists in the completion of the Financial Assistance Program (FAU) application process.
+ Assists patients and/or families in resolving hospital bills; advises and counsels patients of their payment responsibility due to the hospital.
+ Establishes patients' pro-rated financial obligations and sets-up payment arrangements/contracts.
+ Follows up on scheduled payments via mail and telephone.
+ Processes applications for Section 1011, where applicable.
+ Maintains daily work log of payments collected.
+ Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.
Job Qualification
+ High School Diploma or equivalent required.
+ 1-3 years of relevant experience, required.
*Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
The salary range for this position is $34,820-$51,950/year
It is Northwell Health's policy to provide equal employment opportunity and treat all applicants and employees equally regardless of their age, race, creed/religion, color, national origin, immigration status or citizenship status, sexual orientation, military or veteran status, sex/gender, gender identity, gender expression, disability, pregnancy, genetic information or genetic predisposition or carrier status, marital or familial status, partnership status, victim of domestic violence, sexual or other reproductive health decisions, or other characteristics protected by applicable law.
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Financial Services Representative

11040 New Hyde Park, New York Northwell Health

Posted today

Job Viewed

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Job Description

**Req Number**
Job Description
Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments, issues patient receipts, and maintains collection log.
Job Responsibility
+ Interviews patients to obtain necessary financial and insurance information.
+ Verifies patients insurance and collects additional insurance such as No Fault and Workers Compensation.
+ Performs financial assessment of patients; refers potential Medicaid cases to Medicaid Investigator.
+ Gathers documentation and assists in the completion of the Financial Assistance Program (FAU) application process.
+ Assists patients and/or families in resolving hospital bills; advises and counsels patients of their payment responsibility due to the hospital.
+ Establishes patients' pro-rated financial obligations and sets-up payment arrangements/contracts.
+ Follows up on scheduled payments via mail and telephone.
+ Processes applications for Section 1011, where applicable.
+ Maintains daily work log of payments collected.
+ Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.
Job Qualification
+ High School Diploma or equivalent required.
+ 1-3 years of relevant experience, required.
*Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
The salary range for this position is $34,820-$51,950/year
It is Northwell Health's policy to provide equal employment opportunity and treat all applicants and employees equally regardless of their age, race, creed/religion, color, national origin, immigration status or citizenship status, sexual orientation, military or veteran status, sex/gender, gender identity, gender expression, disability, pregnancy, genetic information or genetic predisposition or carrier status, marital or familial status, partnership status, victim of domestic violence, sexual or other reproductive health decisions, or other characteristics protected by applicable law.
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Financial Services Representative

11747 Melville, New York Northwell Health

Posted today

Job Viewed

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Job Description

**Req Number**
Job Description
Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments, issues patient receipts, and maintains collection log.
Job Responsibility
+ Interviews patients to obtain necessary financial and insurance information.
+ Verifies patients insurance and collects additional insurance such as No Fault and Workers Compensation.
+ Performs financial assessment of patients; refers potential Medicaid cases to Medicaid Investigator.
+ Gathers documentation and assists in the completion of the Financial Assistance Program (FAU) application process.
+ Assists patients and/or families in resolving hospital bills; advises and counsels patients of their payment responsibility due to the hospital.
+ Establishes patients' pro-rated financial obligations and sets-up payment arrangements/contracts.
+ Follows up on scheduled payments via mail and telephone.
+ Processes applications for Section 1011, where applicable.
+ Maintains daily work log of payments collected.
+ Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.
Job Qualification
+ High School Diploma or equivalent required.
+ 1-3 years of relevant experience, required.
*Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
The salary range for this position is $34,820-$51,950/year
It is Northwell Health's policy to provide equal employment opportunity and treat all applicants and employees equally regardless of their age, race, creed/religion, color, national origin, immigration status or citizenship status, sexual orientation, military or veteran status, sex/gender, gender identity, gender expression, disability, pregnancy, genetic information or genetic predisposition or carrier status, marital or familial status, partnership status, victim of domestic violence, sexual or other reproductive health decisions, or other characteristics protected by applicable law.
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Financial Services Specialist

Latham, New York beBeeTax

Posted today

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Job Description

Tax Professional Opportunity

We are seeking skilled tax professionals to join our team. This role offers a unique blend of tax expertise and community engagement, providing an opportunity to make a meaningful impact in the lives of customers.

  • Provide personalized tax advice and preparation services to clients, ensuring accuracy and compliance with tax regulations.
  • Develop and maintain strong relationships with clients, fostering a loyal customer base and driving business growth.
  • Educate and communicate effectively, demystifying taxes and making them accessible to all.

You will receive access to comprehensive benefits and resources, including:

  • A 401(k) Savings Plan with company matching.
  • Paid sick time off.
  • An Employee Stock Purchase Plan.
  • E&O Insurance provided by Intuit.
  • An Employee Assistance Program.

To succeed in this role, you will need:

  • A valid Preparer Tax Identification Number (PTIN).
  • Minimum 2 years of experience filing federal and state individual 1040 tax returns.
  • Familiarity with Circular 230.
  • A willingness to work a static weekly schedule.
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Financial Services Specialist

Hilton, New York beBeeTax

Posted today

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Job Description

Job Overview

We are seeking a highly skilled and experienced Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for providing expert financial guidance and support to our clients.

Your primary focus will be on delivering exceptional customer service, building strong relationships, and driving business growth through proactive outreach and engagement.

  • Key Responsibilities:
  • Tax Expertise: Provide in-depth tax advice and complete preparation services for clients, handling complex tax situations and facilitating discovery sessions and tax reviews.
  • Community Ambassador: Cultivate a robust client base by embodying a "community ambassador" and "business owner" mindset, actively engaging with new prospects, nurturing leads, and converting them into long-term clients.
  • Educate and Communicate Confidently: Represent the organization in the community with enthusiasm and confidence, leveraging the support and resources provided.
  • Build Relationships: Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build trust that turns one-time transactions into loyal, multi-year relationships.
  • Deliver a Best-in-Class Customer Experience: Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.
Requirements

To succeed in this role, you must have:

  • Proven Tax Expertise: A deep understanding of tax laws and regulations, with experience in preparing complex tax returns.
  • Excellent Communication Skills: The ability to communicate complex financial information in a clear and concise manner.
  • Strong Relationship-Building Skills: A proven track record of building strong relationships with clients and stakeholders.
  • Business Acumen: A solid understanding of business principles and practices, with the ability to drive business growth and development.
Benefits

We offer a competitive compensation package, including:

  • Base Salary: A market-competitive salary based on experience.
  • Bonus Structure: A performance-based bonus structure that rewards outstanding results.
  • Benefits Package: A comprehensive benefits package, including health insurance, retirement savings, and paid time off.
About Us

We are a dynamic and innovative organization dedicated to providing exceptional financial services to our clients. We are committed to building strong relationships, driving business growth, and making a positive impact in our community.

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