Financial associate jobs in White Plains, New York - Page 2Create job alerts

Job Description We are seeking a Sales Associate to join our team! You will resolve customer questions and offer solutions to drive company revenue. Responsibilities: • Present and sell company products and services to new and existing customers, • Prospect and contact potential customers, • Reach agreed upon sales targets by the deadline, • Resolve customer inquiries and complaints, • Set follow-up appointments to keep customers aware of latest developments, • Previous experience in sales, customer service, or other related fields, • Ability to build rapport with clients, • Strong negotiation skills, • Deadline and detail-orientedCompany DescriptionLocated on Fifth Ave in Pelham; in the center of their financial district, a block away from the Metro North Redline service. This store has been in the city over 12 years and has become a fixture in the community. We take ownership on how we service our customers and conduct business; providing retail services at its best.Located on Fifth Ave in Pelham; in the center of their financial district, a block away from the Metro North Redline service. This store has been in the city over 12 years and has become a fixture in the community. We take ownership on how we service our customers and conduct business; providing retail services at its best.

Job Description Software Engineer - hedge fund in Greenwich, CT **if interested please send a resume to: Position Summary: We are seeking a skilled and motivated Associate, Developer to join our team. The successful candidate will be responsible for automating and streamlining our operations and processes, building and maintaining tools for deployment, monitoring, and operations, and troubleshooting and resolving issues in our development, test, and production environments. Responsibilities: Infrastructure and Automation · Develop and maintain automation scripts and tools to manage infrastructure. · Design, implement, and manage continuous integration/continuous deployment pipelines to enable rapid software development and deployment. · Set up and maintain monitoring and logging solutions to ensure system performance, reliability, and availability using tools. · Collaborate effectively across teams to streamline repetitive tasks. · Implement and manage security best practices, including vulnerability assessments, patch management, and incident response. · Troubleshoot and resolve issues in development, test, and production environments. · Analyze system performance and identify bottlenecks; recommend and implement performance improvements. Required Skills & Experience: · Bachelor’s degree in Computer Science, Information Technology, or a related field, or equivalent practical experience. · A minimum of four years of experience as an Associate Developer or in a similar role. · Background working with vendor-provided API's. · Scripting skills in languages such as Python, SQL, or PowerShell. · Knowledge in Microsoft Excel and VBA. · Working knowledge of AI tools and platforms, with the ability to apply them effectively in day-to-day workflows. · Demonstrates a general understanding or curiosity about financial markets, stocks and broader business trends. · Strong problem-solving and troubleshooting skills. · Excellent communication and collaboration abilities. · Self-motivated and eager to learn. · Strong work ethic and high level of professionalism and integrity · Ability to work in a fast-paced, dynamic environment and handle multiple tasks concurrently. · Experience with Power Automate. Preferred Qualifications: · Proficiency with automation tools. · Familiarity with containerization and orchestration tools. · Experience with monitoring and logging tools (e.g., Prometheus, Grafana, OpenTelemetry). · Background working with Redis and/or Hashi Corp Vault. · Comfortable working across Windows and Linux environments. About us: We are a private investment management company in operation for over 25 years, investing in global multi-industry public markets, through long-only, long and short, and private investment strategies. We currently manage approximately $18+ billion in assets across its various strategies. We have two offices, in Greenwich, Connecticut and in New York City. The firm employs a team comprised of approximately 100 employees. We provide comprehensive benefits to support our employees, their careers, their health, and their well-being, including the following: · Competitive compensation structure · Fully paid health care benefits for employees and dependents · Generous parental and family leave policies · Paid vacation and sick time · Mental and physical wellness programs · Tuition assistance · A 401(k) savings program with a generous employer match

Job DescriptionBenefits: • Hiring Bonus, • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in Sleepy Hollow, NY and help customers with their insurance and financial services needs, including: • Auto insurance, • Home insurance, • Life insurance Ive been with State Farm for 42 years, starting in auto claims and working my way up to a supervisory role before becoming an agent 28 years ago. Our team currently includes five incredible members, and were looking to grow! We offer flexible paid time off, bonuses, and a simple retirement plan to support a healthy work-life balance. While were serious about meeting our goals, we believe in having fun along the waytheres always a lot of laughter in our office. Our motto: Work hard, play hard! I hold a Bachelors degree from Pace University and am passionate about giving back to our community. I volunteer with the Tarrytown/Sleepy Hollow Food Pantry and actively participate as a member of the local Chamber of Commerce. If youre looking for a positive, goal-driven, and supportive environment, Id love to hear from you! ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Kathy Davidoff - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

The Associate/VP role in Financial Institution Corporate Banking focuses on the management of Foreign Trade transactions, including documentation and business operations across international geographies where the client has a presence. This position requires active sales and business development eff

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, f

Provide insight and actions on sales division financial health.

Dominican University New York is currently seeking an Associate Director of Student Financial Services Compliance that provides leadership and oversight to ensure institutional compliance with all federal, state, and institutional regulations governing financial aid and student accounts. Associate D

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. Sumitomo Mitsui Financial Group, Inc.

Ultra High Net Worth (Uhnw) Rule 10b5-1 Strategy Associate. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, thi

Job Title: Salesforce Project Manager.Location: NY/NJ (Hybrid – 3 days/week).Seeking a Senior Project Manager to lead Salesforce B2B delivery projects, managing end-to-end execution, stakeholders, and cross-functional teams.Manage multiple Salesforce projects (scope, timeline, budget).Drive projec

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financi

Immediate contract opportunity for PM/Business /Data Analyst with direct client in New York, NY.Trigyn's direct government client has an immediate need for a PM/Business /Data Analyst in New York, NY.The details of the opportunity are below.Essential Job Functions: • Seasoned analyst with years of

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financi

At MetroWall, we hold our values close to heart, with respect being the cornerstone of our interactions.We believe that fostering a respectful environment not only enhances collaboration but also drives innovation.Overcoming obstacles is part of our journey, and we view challenges as opportunities t

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financi

At MetroWall, we hold our values close to heart, with respect being the cornerstone of our interactions.We believe that fostering a respectful environment not only enhances collaboration but also drives innovation.Overcoming obstacles is part of our journey, and we view challenges as opportunities t

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financi

With a solid financial foundation and a forward-looking strategic plan, the company is actively expanding its footprint in environmental construction, particularly in water and wastewater infrastructure. Reporting to senior leadership (Director/VP level), this individual will oversee project plannin

Job Title: Business Continuity Analyst.Hybrid role 3 days onsite 2 days remote.This role will support the Business Continuity Team to achieve annual policy requirements, including but not limited to, engaging Mission Essential Function Owners (i.Business Impact Analysis [BIA] / Business Continuity P

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. Relevant backgrounds include Financial

Risk, Contracts & Financials. Support financial milestone planning and execution.

Technical Skills: Proficiency in financial modeling, data analysis, ERP systems, and financial reporting tools. This role will focus heavily on establishing strong financial discipline in the first 12 months, including process standardization, compliance rigor, KPI visibility, and cross-functional p

Data Entry / Remote] - Anywhere in U.Competitive pay - As a Data Verification Analyst at Foundation AI, you will: Process, segregate, review, and validate data provided in various formats according to changing process requirements; Prepare, compile, and organize documents for data capture, ensuring

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financi

Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Masters and/or PhD is is preferred but not required. To succeed in this

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financi

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financi

This position is well-suited for a results-driven professional who thrives in managing complex projects from initiation through completion while maintaining strong client relationships and ensuring financial and operational success. Manage project financials, including profit and loss, to maintain o