Automation Consultant (Investment Banking)

Weehawken, New Jersey SonSoft

Posted 4 days ago

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Full-time Company Description SonSoft Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. SonSoft Inc is growing at a steady pace specializing in the fields of Software Development, Software Consultancy, and Information Technology Enabled Services. Job Description At least 4 years of experience in creating requirement specifications based on Architecture/Design /Detailing of Processes. At least 4 years of experience in Development/ Configuration/solutions evaluation/ Validation and deployment . At least 4 years of experience in capturing requirements related to internal/external consulting, documenting, and mapping current business process At least 4 years of in-depth experience on Functional testing and Automation testing. Define and document test cases based off of user stories. Hands-on experience and knowledge of test automation tools and frameworks such as QTP, Cucumber, Gherkin, Selenium, etc. Expert with SQL and Unix . Must have at least 2 years of experience in Investment Banking projects. Hands on with Quality Center, ALM, Jira, Rally or related tools. Effectively interact with interfacing organizations and work together as a team to deliver projects on time. Work efficiently and demonstrate a high level of energy. Candidate must have 2 years of handling large projects as Test Analyst/lead. Should support onsite-offshore team members Analytical and Communication skills Planning and Co-ordination skills Experience with project management Experience and desire to work in a management consulting environment that requires regular travel. Qualifications Bachelor’s degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education. At least 4 years of experience within the Information Technologies. Additional Information Connect with me at ( ForDirect Clients Requirements ) ** U.S. Citizens and those who are authorized to work independently in the United States are encouraged to apply. We are unable to sponsor at this time. Note:- This is a Full-Time & Permanent job opportunity for you. Only US Citizen , Green Card Holder , GC-EAD , H4-EAD & L2-EAD can apply. No OPT-EAD, H1B & TN candidates , please. Please mention your Visa Status in your email or resume . ** All your information will be kept confidential according to EEO guidelines. #J-18808-Ljbffr

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Sr. Project Manager (Investment Banking)

07390 Jersey City, New Jersey Tekfortune Inc

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Tekfortune is a fast-growing consulting firm specialized in permanent, contract & project-based staffing services for world's leading organizations in a broad range of industries. In this quickly changing economic landscape, virtual recruiting and remote work are critical for the future of work. To support the active project demands and skills gaps, our staffing experts can help you find the best job for you.

Role: Sr. Project Manager (Investment Banking)
Location: Jersey City, NJ
Duration: 6+ Months
Required Skills: Projement Management, Investment Banking

Job Description:
To manage and ensure that the project schedules are adhered to as per the client specifications and deliveries are as per the time and quality standards for complex/large scale projects.
Key Responsibilities
1. To oversee quality assurance processes, ensuring adherence to coding standards , implementation of best practices and perform Value creation and KM activities.
2. To ensure process improvement and compliance| and participate in technical design discussion and to review technical documents.
3. Responsible for shaping the overall project strategy working closely with stakeholders to define project scope, objectives, deliverables and keeping track of schedule to ensure on time delivery as per the defined quality standards.
4. To work closely with the development team, On-site Engineers to understand technical requirements and work with them to address and resolve technical issues.
5. Identify & flag potential risks and issues that may impact project timelines or quality, develop mitigation strategies / contingency plans to address risks and provide regular project updates to key stakeholders.

For more information and other jobs available please contact our recruitment team at To view all the jobs available in the USA and Asia please visit our website at

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QA Automation Testing( Investment Banking -)

Weehawken, New Jersey SonSoft

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QA Automation Testing (Investment Banking) Full-time Sonsoft, Inc. is a USA-based corporation duly organized under the laws of the Commonwealth of Georgia. Sonsoft Inc. specializes in Software Development, Software Consultancy, and Information Technology Enabled Services. Job Description: At least 7 years of experience in technology consulting, enterprise and solutions architecture, and architectural frameworks. At least 7 years of experience in project execution . Experience in defining new architectures and leading independent projects from an architectural standpoint. At least 7 years of experience in thought leadership, white papers, and mentoring staff and internal consulting teams. Experience and willingness to work in a management consulting environment that requires regular travel. At least 7 years of in-depth experience in Automation testing . Define and document test cases based on user stories. Hands-on experience with test automation tools and frameworks such as QTP, Cucumber, Gherkin, Selenium, etc. . Experience with SQL and Unix, along with shell/perl/python scripting . Knowledge of FIX Protocol . Must have 3+ years of experience in Investment Banking - Cash Equity projects . Assist and mentor team members in automated test development. Collaborate with automation engineers to design frameworks and automation solutions. Support and mentor onsite-offshore team members. Experience with source control, build, and deployment tools such as Jenkins, Maven, Git, TeamCity . Thorough knowledge of white box test techniques and strong in code coverage concepts and implementation. Produce clear, concise, and meaningful test reports. Experience with test data management tools like Quality Center, ALM, Jira . Work effectively with interfacing organizations to deliver projects on time. Demonstrate high energy and work efficiently. Experience in building custom test automation frameworks and scripts for BVT, FVT, and regression testing in CI/CD processes . Strong analytical skills. Knowledge of CI tools is a plus. Experience working in Agile teams is preferred. Knowledge of Performance Testing tools like Loadrunner (LR) . Basic Qualifications: Bachelor’s degree or foreign equivalent from an accredited institution; three years of progressive experience in the field may substitute for each year of education. At least 7 years of experience in Information Technology . ** U.S. citizens and those authorized to work in the U.S. are encouraged to apply. We are unable to sponsor at this time. Note: This is a FULL TIME job opportunity. Only US Citizens, Green Card Holders, GC-EAD, H4-EAD, L2-EAD, TN Visa can apply. No OPT-EAD or H1-B for this position. Please mention your Visa Status in your email or resume . #J-18808-Ljbffr

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Director Investment Banking (New York)

11373 Pelham Bay, New York Spectrum Search Group

Posted 2 days ago

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full time

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About the Company

Our client is looking to hire an Investment Banking- Director focused on either Renewables/Clean Energy, Energy Services & Shipping/Tankers/Maritime sectors.

Location: New York, New York

About Us: The client is a leading fast-growing international investment bank with a strong focus on Capital Markets, and it has developed strong market positions in capital markets and investment banking advisory within maritime trade and offshore energy, with growing activity in Maritime, E&P, OFS and Renewables more broadly. They pride themselves on delivering innovative financial solutions, fostering growth, and creating value for our clients in the dynamic energy landscape.

About the Role

We are seeking to hire either an Energy Services/Maritime or Renewables SVP-Director-level investment banking professional to join our team in New York, primarily with a focus on capital markets advisory and transaction origination, structuring, and execution within the conventional energy value chain within the Oilfield Service/Maritime spaces, working closely with colleagues in New York and the teams in their other offices.

Responsibilities

Deal Origination and Execution:

  • Identify and assess investment opportunities within the U.S. Energy Services/Maritime/Renewables space, including mergers and acquisitions, debt and equity offerings, and other strategic transactions.
  • Collaborate with senior leadership to develop and execute comprehensive capital market strategies tailored to meet client objectives.

Client Relationship Management:

  • Act as a trusted advisor, understanding clients' business objectives and tailoring financial strategies to meet their unique needs.
  • Lead and mentor a high-performing team of financial professionals, fostering a collaborative and innovative work environment.
  • Guide deal structuring, financial modeling, due diligence, and other critical aspects of transaction execution.

Market Analysis and Research:

  • Stay abreast of industry trends, market developments, and regulatory changes affecting the energy sector.
  • Ensure compliance with relevant regulations and internal policies

Qualifications

  • Bachelor's degree in Finance, Business, or a related field; MBA or CFA is a plus.
  • Relevant FINRA licenses and good standing as a Registered Representative
  • Proven track record of successfully executing complex transactions within the Oil & Gas sector: Oilfield Service
  • 12 + years of experience in Capital Markets, Investment Banking, with a U.S. Oilfield Service/Maritime or Renewables Focus.
  • Strong leadership skills with the ability to inspire and guide a team to achieve exceptional results.
  • In-depth understanding of the energy industry, including market dynamics, key players, and emerging trends

Compensation: Market

Seniority level
  • Seniority level Director
Employment type
  • Employment type Full-time
Job function
  • Job function Finance
  • Industries Investment Banking and Venture Capital and Private Equity Principals

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Associate, Investment Banking (New York)

10261 Pelham Bay, New York Financial Technology Partners

Posted 4 days ago

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full time

Location: San Francisco, CA & New York City, NY (Hybrid, 3 days in office)

Company Overview:
Financial Technology Partners (FT Partners) is a premier investment banking firm dedicated exclusively to the financial technology sector. We define this sector as the dynamic intersection of technology-driven solutions and financial services. FT Partners has recently been honored with the Dealmaker of the Year and Investment Banking Firm of the Year awards by The M&A Advisor.

Founded by Steve McLaughlin, our Managing Partner and a former senior investment banker at Goldman Sachs & Co., FT Partners comprises a team of highly experienced professionals with backgrounds in the financial technology, M&A, and investment banking divisions of Goldman Sachs in New York, San Francisco, London, and Los Angeles.

FT Partners operates on a hybrid work model, with three days in the office and two days remote.

Role Overview:
As an Investment Banking Associate, you will play a pivotal role in originating and executing live transactions. Your responsibilities will encompass extensive financial modeling and analysis, company valuation, corporate and industry research, strategic analysis and recommendations, identification of business development opportunities, due diligence, preparation of client presentation materials, and the identification of potential corporate and financial sponsors, buyers, and investors. Associates will work closely with senior investment bankers, managing day-to-day deal activities and overseeing and mentoring analysts.

In this role, you will gain significant exposure to industry leaders, top private equity and venture capital investors, and cutting-edge technology companies. You will provide leadership and mentorship to Analysts, actively participating in their recruitment, training, and professional development.

Qualifications:

  • Minimum of 2 years of full-time investment banking experience in M&A sell-side advisory.
  • FINRA Series 63 and 79 registration.
  • Bachelor’s degree with a minimum GPA of 3.5.
  • Proven capability to lead and manage projects effectively.
  • Exceptional organizational, execution, and time management skills, with keen attention to detail.
  • Strong relationship management skills, with the ability to interact at all organizational levels.
  • Excellent presentation skills, adaptable to both large and small group settings.
  • Strategic thinker with robust analytical capabilities.
  • Proven quantitative and technical expertise, proficient in Excel and PowerPoint.
  • Entrepreneurial mindset, ready to tackle complex tasks and challenges.
  • Strong work ethic, self-discipline, and motivation.
  • U.S. work authorization required; FT Partners does not sponsor work visas.

Communication Skills:

  • Exceptional writing and verbal communication skills, with the ability to produce high-impact materials.
  • Effective participation in both internal and external meetings.
  • Maturity and professionalism in interactions with client executives.

Team Player Attributes:

  • Collaborative team player who fosters a positive team environment, keeps commitments, inspires trust, and upholds ethical standards and firm values.
  • Ability to thrive under pressure and meet tight deadlines, with effective prioritization and planning skills.
  • Committed to the long-term development of self and others through coaching.

Why Choose FT Partners?

  • Leadership from Managing Partners and Managing Directors with backgrounds at Goldman Sachs and JP Morgan.
  • Award-winning execution, recognized as Investment Bank of the Year and Boutique of the Year, among other accolades.
  • Involvement in both billion-dollar transactions and early-stage, high-growth VC deals.
  • Clear career progression and competitive compensation packages.
  • Access to an unparalleled deal flow with a distinguished client base.
  • Opportunities to engage with world-class executives in a high-growth sector.
  • Established relationships with top financial sponsors.
  • A close-knit, rapidly growing team environment.

Selected Transactions Include Advising

  • Divvy's $2.5 billion Sale to Bill.com
  • GreenSky’s $.2 billion Sale to Goldman Sachs
  • Forge’s $2 billion Merger with Motive Capital Corp.
  • Truebill’s $1 3 billion Sale to Rocket Companies
  • Revolut's 800 million Financing at a 33 billion Valuation
  • SpotOn’s $3 0 million Series F Financing at a 3.6 billion Valuation
  • Upgrade’s $2 0 million Series F Financing at a 6 billion Valuation
  • CAIS’ $2 5 million Series C Financing at a 1 billion+ Valuation
  • Bilt’s $2 0 million Financing at a 3.1 billion valuation
  • Newfront’s $2 0 million Financing at a 2.2 billion Valuation
  • DailyPay’s $7 million Financing at a 1.8 billion Valuation
  • Cart.com’s $6 million Series C Financing at 1.2 billion Valuation
  • Acorn’s Acquisition of GoHenry

Inclusion and Equal Opportunity Employment: Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. If you require reasonable accommodation as part of the application process, please contact

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Consultant - Financial Services

10606 White Plains, New York TransUnion

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Job Opportunity at TransUnion

At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go. Regardless of job titles, our associates have the opportunity to learn new things and be a leader every day.

What You'll Bring:

  • Minimum bachelor's degree in economics, behavioral economics, finance, statistics, industrial engineering, mathematics, social sciences, computer science, or related field(s)
  • Minimum 2 years of work experience preferably in retail banking, payments industry, data analytics, financial services, or consulting
  • Proficiency in Microsoft Excel, SQL, and PowerPoint
  • Ability to perform data analytics to draw insights out of data and develop a storyline for client presentations
  • Strong verbal and written communication skills to directly interface with internal stakeholders on a daily/weekly basis
  • Responsible for multi-faceted consulting/advisory relationship with market leading U.S consumer bank (credit cards, retail deposits and other loan types). Consulting engagement is comprised of the following products/services: syndicated benchmark studies, dedicated analytics, and modeling solutions
  • Provide support in the areas of business strategy, product management, pricing/profitability, customer rewards, prospect targeting, and risk/fraud

Impact You'll Make:

  • Supports creating a project scope and analytic approach in response to requests from stakeholders
  • Ability to manage day-to-day communications and status update meetings to align on work objectives
  • Ability to independently manage own workflow for analytic projects
  • Provides oversight and technical support to other team members
  • Validates that data is accurate and deliverables are client ready both for work produced by the individual and by other team members

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.

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. The application window for this job posting is estimated to close on 06/27/2025. Job postings may come down early or be extended due to business need or volume of applicants.

TransUnion's Internal Job Title: Specialist II, Business Operations

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Investment and Corporate Banking Advisory Compliance Officer- Americas ("ICBA")

10606 White Plains, New York Crédit Agricole S.A.

Posted 1 day ago

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Vacancy details General information Entity: About Crédit Agricole Corporate and Investment Bank (Crédit Agricole CIB) Crédit Agricole CIB is the corporate and investment banking arm of Crédit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size (The Banker, July 2022). With 8,600 employees across more than 30 countries in Europe, the Americas, Asia-Pacific, the Middle East, and North Africa, we support our clients' financial needs globally. Our offerings include capital market activities, investment banking, structured finance, commercial banking, and international trade. We are pioneers in climate finance and market leaders in this segment. For more information, please visit our LinkedIn page: company / credit-agricole-cib. ca_cib LinkedIn : company / credit-agricole-cib We are committed to diversity and inclusion, and all positions are open to people with disabilities. Reference Publication date: 16/04/2025 Job description Business type: Compliance / Financial Security Job title: Investment and Corporate Banking Advisory Compliance Officer - Americas ("ICBA") Contract type: Permanent Contract Summary The ICBA Compliance Officer - Americas is responsible for the regulatory advisory function concerning investment banking and financing activities, ensuring compliance with standards and managing associated risks. The role requires a thorough understanding of the various business areas within ICBA. Primary Responsibilities Provide advisory services related to investment banking & financing activities. Offer regulatory guidance to both private and public sides of the bank, coordinating with the Conflicts Management Group (CMG) as needed. Identify and prioritize compliance risks associated with these activities. Maintain and update policies to align with global policies and US laws/regulations. Collaborate with Compliance teams, including CMG, Transversal, Financial Security, and Capital Markets Compliance. Analyze complex situations and provide guidance. Respond to regulatory inquiries, audits, examinations, and investigations. Evaluate new products and activities for compliance issues and oversee the implementation of compliance programs. Management and Reporting The ICBA Compliance Officer reports to the Head of Global Markets Regulatory Compliance in the Americas and the Head of ICBRC at Head Office, ultimately reporting to the Regional Chief Compliance Officer for the Americas. Key Internal Contacts Investment banking and financing business lines Legal, Audit, Risk, and Operations departments Key External Contacts Regulators including FRB, NYDFS, FINRA, SEC, NFA, CFTC Salary Range $170,000 - $210,000 Position Location New York, USA Candidate Criteria Education: Bachelor or Law Degree; advanced degrees preferred. Experience: 12+ years in banking, investment banking, financing advisory, or control room, with international and cross-border experience, particularly in the US. Skills Licenses: FINRA Series SIE, 79, 24, 63 or ability to obtain. Analytical skills, flexibility, strategic thinking, and problem-solving. Strong communication, interpersonal, and organizational skills. Ability to manage multiple requests and prioritize effectively. Technical knowledge of investment and corporate banking products. Languages Fluent English; French, Spanish, or Portuguese is a plus. #J-18808-Ljbffr

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Enterprise Account Executive - Financial Services

10606 White Plains, New York Axiom Law

Posted 3 days ago

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Job Description

About Axiom : Axiom is where legal teams go to find the right talent for everything from routine in-house tasks to complex outside counsel work. Too many legal departments are stuck having to choose between paying the high fees of their law firm, hiring full-time employees they don't need, or turning to a low-cost agency that can't meet their quality standards. At the same time, top lawyers want to work on challenging legal matters, but they want more control over how, when, and where they practice. Both are forced compromises that no one should have to make. Axiom shares and meets the higher standards of its clients and lawyers, with our "work smarter, adapt faster, go further" approach - connecting growing mid-market and Fortune 500 companies with the world's deepest bench of experienced, specialized legal talent.About the Team : We exist to inject new energy and new thinking into a precedent-bound profession. We love the company we're building with undignified enthusiasm. We're committed to our mission and to our people. We celebrate our successes, learn from our failures, and find opportunity in adversity. We surround ourselves with inspiring, talented people who have a contagious energy and incurable passion for what they do. We pride ourselves on listening and relating to our colleagues and clients in a way that's genuine, human, and memorable. We care about the little things.Our People : Generate new, creative, and disruptive ideas to change the status quo in their fieldsPossess an unbelievable work ethic and unwavering commitment to qualityStretch beyond what's expected and prioritize ongoing learning and developmentAssume best intentions and take a 'glass half full' approach to their workBring others together, creating strong relationships across lines of differenceSeek to understand and learn from perspectives counter to their ownLeave a lasting impressionAbout the Role : We are looking to hire salespeople to fuel our continued growth. With our backing and proven success, we're looking for evangelists - salespeople who can envision a better future for clients, bring clients to see that vision, and create lasting partnerships that exceed clients' greatest expectations. This role is well-suited for a highly consultative seller who's accustomed to sitting at the table with executive-level decision makers to devise solutions to their toughest problems. You will be afforded a high degree of accountability and ownership over a portfolio of F500 and industry leading clients focusing on account growth as well as new business , you will spend your days : Originating opportunity and closing deals : You will be responsible for bringing in new business (new logo generation), originating and selling to our biggest fans, and making believers of fresh clients.Getting to know your clients : You will define the client experience by building durable relationships, inspiring trust, and proposing innovative solutions to their problems.Consulting with C-level executives : Our clients are savvy leaders of the world's largest in-house legal teams, and you will be at the table with them daily planning for their future.Collaborating : At Axiom we pride ourselves on our cross-functional sales culture. This is a not a role for the lone wolf seller. You will partner daily with the broader commercial team to close and support strategic opportunities.Leading : You will offer thought leadership to clients as well as internally mentor and offer professional insights to junior team members.About You : You have a background in B2B client service and have extensive experience consultative sales role where you exceeded business goals on a monthly, quarterly, and / or annual basis.You have a proven track record in heavy business development initiatives and generating new logos.You are comfortable working in a senior role as an individual contributor.You understand what goes into the sales process from prospecting to close, and you're no stranger to managing multiple complex deals across multiple clients and stages.You are highly organized with a meticulous attention to detail and pattern recognition, you manage your time well and possess expert judgment and decision-making skills.You are a high-impact communicator and know how to present to executive-level stakeholders. You're no stranger to PowerPoint and the rest of Microsoft Office Suite.You know your way around Salesforce (or comparable CRM system) and understand the importance of leveraging data to make smart decisions about where to spend your time.You demonstrate a relentless service orientation, effortlessly form trusted-advisor relationships, are catalytic in your desire to improve the status quo, and can operate effectively within a highly collaborative team environment.You are legally eligible to work in the United 's total rewards philosophy is to be transparent and equitable with all job candidates. The annual base salary range for this role based in New York City, New York is $90,000-$102,500. You will also be eligible to participate in our Quarterly Bonus Plan which on target would be 65% of your base salary for a Manager level role in our Commercial business unit. You can also participate in our benefits programs that include healthcare, life and disability coverage, 401K with company match, paid sick and personal time off, paid parental leave and more Please note that the final compensation is determined by several considerations, including the quality of your experience and expertise, your ability to immediately contribute to Axiom, your potential to move up to the next level, the market you are located in, and other business for Individuals with Disabilities : Upon request and consistent with applicable laws, Axiom will attempt to provide reasonable accommodations for individuals with disabilities who require an accommodation to participate in the application process. To request an accommodation to complete the application form, please contact us at and include "Applicant Accommodation" in the subject line. Create a job alert for this search #J-18808-Ljbffr

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Lead Financial Services Representative - IOM

11531 Garden City, New York Northwell Health

Posted 1 day ago

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**Req Number** 162474
Orlin & Cohen Orthopedic Group - Northwell Health is the premier and fastest-growing orthopedic practice on Long Island, providing comprehensive care that helps thousands of our neighbors and community members live more active lives, free from pain. Orlin & Cohen is one of the largest orthopedics practices in the region, with over 20 offices located in Nassau and Suffolk Counties, Queens, and Staten Island, we have been in business for 30 years.
Job Description
Leads and guides Financial Services Representatives in the performance of duties, ensuring patients understand their financial obligations and necessary information is accurately entered into the billing system. Advise and counsel patients on financial responsibility, process payments, and maintain collection logs. Provides exceptional customer service, creating a seamless and efficient experience for patients.
Job Responsibility
1. Perform all functions of the Financial Services Representative, including answering inbound and outbound patient calls, verifying insurance coverage, documenting patient information, and arranging alternative payment methods
2. Lead and guide Associate Financial Services Representatives, Financial Services Representatives, and Senior Financial Services Representatives in the performance of their duties
3. Serve as a subject matter expert to support the testing and enhancement of new technologies, projects, and procedures
4. Use procedures, policy manuals, and other reference materials to assist in answering employee and manager inquiries and resolving issues
5. Participate in training new team members and ongoing educational programs for existing staff
6. Support supervisor with Real-Time Monitoring to ensure team members are adhering to their designed schedules, providing guidance to achieve departmental objectives
7. Identify abnormal events or consistent problem areas using qualitative feedback and statistical data to recommend methods to improve processes, procedures, and technologies
8. Works on problems of diverse scope and complexity ranging from moderate to substantial, escalate issues to the leaders as necessary
9. Makes recommendations to management on new processes, tools and techniques, or development of new products and services
10. Collaborates with senior team members in the development of methods, techniques and analytical approach
11. Provides work guidance, including checking and assigning work, to ensure accurate and timely completion of tasks
12. Perform related duties as required, ensuring 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
1. 5-7 years of relevant experience, required.
2. Associate's Degree or equivalent combination of education and related 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 $44,450-$69,340/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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Client Service Associate (Financial Services)

07054 Parsippany, New Jersey Hennion & Walsh

Posted 2 days ago

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Client Service Associate (Financial Services)

Are you ready to embark on a fulfilling career journey with a company that values teamwork, growth, and unparalleled client service? Look no further! At Hennion & Walsh, we take pride in our full-service approach to securities and our expertise in tax-free municipal bonds. Join our dynamic client service team and become an integral part of our mission to provide the highest level of advice and support to our valued clients.
Why Hennion & Walsh?
  • Unique Culture: We're not just a team; we're a family. Our success is rooted in a culture built on strong values, integrity, and a commitment to delivering exceptional service to our clients.
  • Endless Opportunities: As a rapidly growing wealth management firm, your potential for internal growth and career development is limitless. We believe in fostering an environment where every team member can thrive.
Your Role

Collectively with our other service team members, you'll engage in various service, operational, and administrative activities geared towards supporting our clients. Hennion & Walsh is dedicated to providing you with the tools and opportunities needed for success, while providing our clients the best client service.
Responsibilities
  • Client Relationship Management: Assist in establishing and maintaining client relationships by processing requests, maintaining accounts, and promptly responding to inquiries.
  • Operational Support: Provide administrative and operational support to financial advisors, including asset transfers, mail processing, money movement requests, estate paperwork and more.
  • Communication Excellence: Answer client service calls daily, addressing general questions about accounts and paperwork. Prepare and send necessary documents and new account packages. .
  • Team Collaboration: Work closely with all service team members, contributing to a collaborative and supportive work environment.
Qualifications
  • Education: Bachelor's Degree preferred.
  • Skills: Strong people skills, attention to detail, and a professional work ethic.
  • Team Player: A true team player with the ability to handle multiple responsibilities and take initiative.
  • Communication: Excellent verbal, written, and interpersonal communication skills.
  • Technology: Proficiency in Microsoft Office (Word, Excel and Outlook)
  • Experience: 1-3 years of financial service experience preferred
Benefits:
  • Competitive compensation
  • Open and supportive team-based environment
  • Full medical and dental benefits
  • 401(k) plan with company match

The base salary range for this position is $45,000-$60,000 per year. Please note this role requires in-person attendance.

Placement in the range will vary based on job responsibilities and scope, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position may also include other variable compensation and benefits including health benefits, 401(k) plan and paid time off.

Join us at Hennion & Walsh, where your dedication, skills, and passion for client service will be recognized and rewarded. Apply now and be a part of our success story!
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