275 Best banking market Jobs in New York, NY (April 2025)

Beulah Logostics

Customer Service Advisor and Administrator

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Customer Service Advisor and Administrator

13 hours ago

$12–$19 hourly

Full-time

Crown Heights, Brooklyn

As a Customer Service Advisor and Administrator, you will be an integral member of an award-winning Customer Service department that demonstrates prides and passion for delivering outstanding service in an ever-changing industry. In the Customer Service Advisor & Admin position, you will be responsible for ensuring that you are supporting our customers queries proactively and professionally both verbally and through administration interactions in agreement with our Service Excellence requirements alongside our business key performance indicators. There will be a strong focus on first time resolution and excellent customer service. You will be working with a team of several other CSAAs across the states. The role will involve: Providing helpdesk/order fulfilment style support and advice via email and telephone, to our customers. Navigating Beulah Logistics systems and with a strong understanding of processes Providing excellent customer service Liaising with relevant data providers for all search queries to ensure the smooth running of the search ordering process. Investigating and offering a timely response to customer enquiries and requirements. Taking ownership of queries and actions appropriately. Ensuring customer queries are dealt with and actioned on a regular basis in accordance with the Helpdesk KPI’s. To work towards providing the highest standard of service in all interactions with customers, receiving consistent Level 2 Service Excellence scores. You will need to be proactive and self-motivated with excellent communication skills, both verbal and written. You will also have strong attention to detail with customer service at your core. You will also be committed to progressing your own learning and development. You will also have/be: Ability to work well under pressure and multi-task when required. Able to communicate effectively with customers by telephone and email. Able to work against performance targets surrounding quality and productivity. Ability to be extremely organised and have excellent attention to detail. Able to work flexibly, as a team as well as on your own to meet deadlines and targets. Ability to learn quickly and work within clearly defined processes but use own initiative when needed. Strong problem-solving skills with the desire to provide superior service. Computer experience including Teams, Word, Excel and Outlook. What it's like to work at Beulah Logistics: If you want to be part of a dynamic, fast-growing company, Beulah Logistics ticks all the boxes. We encourage passion, ambition and collaboration, both in our performance as a team and individually. New ideas are encouraged. We are the market leader in conveyancing products and services and constantly expanding into new sectors, creating fantastic opportunities for positive, team-orientated and self-motivated people.

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QI Venture Partners

Vice President of Finance

1 month ago

$175000–$225000 yearly

Full-time

Manhattan, New York

*This role is for our subsidiary company, Class Action Capital. Class Action Capital is a boutique class action claims management firm in the global litigation finance industry specializing in the identification, research, data analysis and filing of complex class action claims for corporate clients. CAC is seeking a highly motivated and detail-oriented Vice President of Finance to manage our day-to-day financial operations and the receipt and distribution of class action funds to our corporate clients. The ideal candidate possesses a solid foundation in accounting and financial principles and a passion for driving financial efficiency and accuracy. This role will provide accounting and financial leadership, financial asset protection and support strategic and investment operating initiatives. Responsibilities: - Oversee and manage the accounting and financial departments, ensuring accurate and timely financial reporting. - Develop and maintain internal control systems to safeguard company assets and ensure compliance with financial policies and procedures, including our multi-national presence. - Develop and implement efficient processes for receiving and distributing settlement funds to our corporate clients in cooperation with our corporate banking partner. - Oversee entry and maintenance of financial information and verifying reliability and accuracy. - Ensure compliance with all legal, tax and regulatory requirements. - Prepare monthly, quarterly, and annual financial statements and reports. - Manage the budgeting and forecasting process, working closely with department heads to develop accurate financial projections. - Collaborate with external accountants and manage the accounting and tax process. - Provide financial analysis and insights to support decision-making and performance improvement initiatives. - Create and coordinate financial dashboards in cooperation with executive leadership. Requirements: - Bachelors degree in Accounting, Finance, or a related field. - CPA is required. - Minimum of 5 years of experience in accounting or financial management, with at least 2 years in a supervisory role. Professional services market experience preferred. - Strong knowledge of GAAP, financial regulations, and internal control best practices. - Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines. - Experience in Netsuite and proficiency in Microsoft Excel. - Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional departments. - Proven ability to work independently with minimal oversight and direction. - Demonstrated problem-solving skills and attention to detail. Benefits - Base Salary: $175,000 - $225,000. We, in good faith, believe this pay range to be accurate at the time of positing but may decide to pay more or less depending on specific applicants qualifications and experience. This pay range is only applicable to New York City. - Performance Based Annual Bonus - Health Care Plan (Medical, Dental & Vision) - 401K - Paid Time Off (Vacation, Sick & Public Holidays) - Hybrid Workforce

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