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  • Beato Services LLC
    Financial consultant
    Financial consultant
    hace 10 días
    Jornada parcial
    Manhattan, New York

    Job Overview We are seeking a knowledgeable and motivated Financial Consultant to join our dynamic team. In this role, you will provide expert financial advice and guidance to clients, helping them achieve their financial goals through effective investment strategies and wealth management solutions. The ideal candidate will possess a strong understanding of financial concepts and demonstrate exceptional analytical skills. Duties Conduct comprehensive financial analysis to assess clients' current financial status and future needs. Develop personalized investment management strategies tailored to individual client goals. Provide insights on asset management, ensuring clients are informed about their investment options. Utilize financial software to create reports and track client portfolios effectively. Stay updated on market trends and economic conditions to offer informed advice. Collaborate with clients to understand their financial objectives and educate them on various financial products. Perform research on investment opportunities and corporate accounting practices to enhance client offerings. Maintain strong relationships with clients through regular communication and follow-ups. Requirements Proven experience in sales, preferably within the financial services industry. Strong background in investment management, wealth management, or asset management. Proficiency in financial analysis and technical accounting principles. Familiarity with various financial software tools for reporting and analysis. Excellent research skills with the ability to interpret complex financial data. Strong interpersonal skills with a focus on building lasting client relationships. Ability to communicate complex financial concepts in a clear and concise manner. A degree in finance, accounting, or a related field is preferred but not mandatory. Join us as we help our clients navigate their financial journeys with confidence! Job Types: Full-time, Part-time Pay: $70,879.00 - $79,188.00 per year Work Location: Remote

    Sin experiencia
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  • Ecologic Solutions
    Operations Specialist
    Operations Specialist
    hace 2 meses
    $45000–$55000 anual
    Jornada completa
    Brooklyn Navy Yard, Brooklyn

    We are a clean tech as a service company working with world-famous names in multiple industries, providing environmentally preferable cleaning, maintenance, sanitizing and disinfecting products and technologies. Our program eliminates large volumes of plastic, toxic chemicals and carbon emissions to mass consumers in our space and has a beneficial, triple bottom line impact. Our disruptive and innovative model has captured the attention of some of the biggest names in business. Our company is a certified B Corporation; a values-based, mission-driven business that operates according to the principles of sustainability and integrates these into daily decision making and sales. We provide a dynamic, open, exciting work environment providing many opportunities to learn new elements of business and sustainability. Communication is the key to happiness for us and we thrive on employee questions, suggestions, and feedback. We have an immediate opening for a coordinator level position, with possible remote working days as an Operations Specialist with an opportunity to advance, whose primary responsibilities include: • Work & communicate with equipment and parts vendors, • Processing parts & service requests from field techs & customers, • Ordering parts and equipment, • Receiving parts orders into inventory, • Manage Equipment inventory levels & par stocks at HQ and around the U.S., • Shipping and tracking orders, • Track shipments, • Assist with fulfillment and receiving teams, • Using company’s CRM - customer, service & parts tracking software, • Support service techs on installations and servicing customers on equipment Preferred & Required Skills • Eager, team player, • Strong computer skills in Google suite, Microsoft office, • 1 year Customer Service or Operations experience - preferred, • Strong attention to detail, • Bilingual English/Spanish preferred, • Legal right to work in the U.S. Compensation • $50K per year, with salary review in 6 months, • Health Benefits after 3 months, • 15 days PTO, • Employee Stock Ownership Plan > 1 year full time employment Please submit a resume and cover letter to apply. Our company is an Equal Opportunity Employer. All activities of the company are administered without regard to Race, Color, National Origin, Sex, Disability, Age, Political Beliefs, or Religion in accordance with Federal/State laws and regulations pertaining thereto

    ¡Incorporación inmediata!
    Sin experiencia
    Inscripción fácil