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Job Title: Client Analyst Work Location: 1Cohoes, NY Pay rate: $25/hour Job Description: We are currently looking for a bright, energetic, and friendly Client Analyst to support a busy and highly successful Executive Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate would possess at least two years of administrative/operations support experience in a corporate environment and have a passion to learn and grow in financial services. As the main point of contact in the client on-boarding process, responsibilities for the role include: • Managing the pipeline of new business opportunities in Salesforce, • Counseling on-boarding, data management and contracting, • Preparing, submitting, and tracking of new accounts through to funding, • Introducing clients and providing clients with an overview of website features, • Monitor and resolve client billing and contract issues, • Schedule client meetings and support counseling Quality requirements, • Assist with tax season activities, including tax return quality control, estimated payments and e-filing, • Prepare documents for 3rd party investment accounts; interfacing with the Data Integration team to resolve issues, • Complete required paperwork for asset transfer and account service requests (e.g., banking services, statement LOAs, POA, beneficiary designations, etc.), • Interface with internal groups to complete various investment and operational tasks, including various items relating to accounts, • Special Investments and Private Equity requests, • Fixed Income groups for keep/sell analyses and funding exceptions, • Client Data Management for data management and updating of records, • Initiating and tracking status of Annual Letter Mailings, • Completion of call backs and knowledge-based authentication as required, • Complete positive/negative consent client emails, handle exception tracking and comments, • Regional subject matter expert for roll out of new policies/procedures or initiatives from Private Wealth Management or Operations, • Request Morningstar reports from Private Wealth Management Qualifications: • Proficiency in Word, Excel, PowerPoint, and Outlook required, • A minimum of 2-5 years of work experience in a professional corporate environment., • Strong written and verbal communication skills, • Bachelor's degree required, • Working knowledge of Word, Excel, Outlook, and PowerPoint, • Ability to work in a fast-paced environment and think clearly under pressure, • Excellent communications skills; team focused, • Extremely organized and detail-oriented, • Completion and passing of the SIE is preferred, but not required. If the role converts to a permanent seat at Client, it would be required to achieve the Series 7 & 66 Licenses, which would be sponsored by Client directly. • Experience in financial services is preferred but not required, • Extremely organized and detail-oriented, • Client service experience Benefits Info Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Job Title: Client Support Specialist – Operations Job Type: Contract (6 Months) Location: Cohoes, NY 12047(Onsite) Pay Rate: $25/hour on W2 About the Opportunity: One of our prestigious financial services clients is seeking a bright, energetic, and detail-oriented Client Analyst to support a high-performing Executive Wealth Management team. This role is ideal for professionals with administrative or operations experience who are eager to build a long-term career in financial services. This is a 12-month onsite contract with strong potential for conversion to a permanent position based on performance and business needs. Key Responsibilities: As a Client Analyst, you will serve as a critical point of contact throughout the client onboarding and account management process. Responsibilities include: • Manage new business opportunities and client onboarding pipelines in Salesforce, • Prepare, submit, and track new account documentation through funding, • Support onboarding, data management, and client contracting activities, • Introduce clients to online platforms and provide website feature overviews, • Monitor and resolve billing, account, and contract-related issues, • Schedule client meetings and coordinate administrative support, • Assist with tax season activities, including quality control, estimated payments, and e-filing, • Prepare documentation for third-party investment accounts and coordinate with internal teams Letters of Authorization (LOAs) Powers of Attorney (POA) Beneficiary updates • Collaborate with investment, operations, and data management teams to resolve account issues, • Support special investment and private equity requests, • Initiate and track annual client communications and mailings, • Complete callback and identity verification procedures, • Handle consent emails, exception tracking, and follow-up comments, • Serve as a regional subject matter expert for new policies, procedures, and initiatives, • Request and coordinate investment research reports Required Qualifications: • Bachelor’s degree required, • 2–5 years of experience in administrative, operations, client service, or financial support roles within a corporate environment, • Strong proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), • Excellent written and verbal communication skills, • Strong organizational skills and exceptional attention to detail, • Ability to manage multiple priorities in a fast-paced environment, • Team-oriented with a proactive and client-focused mindset Preferred Qualifications: • Experience in financial services, wealth management, banking, or investment operations, • Client onboarding and account management experience, • Familiarity with Salesforce or similar CRM systems, • Completion of the Securities Industry Essentials (SIE) exam is a plus

Financial Analyst Job Duties: Reviewing and analyzing tax returns and financial statements.Imputing financial data into a valuation model.Reviewing and analyzing market comparisons and imputing the a

The Senior Tax Analyst will primarily be responsible for supporting the tax compliance and tax accounting process at Plug. Support preparation and review of annual property tax renditions, including analysis of assessment notices and tax bills to ensure timely filings and payments. Review and respon

Job Description The Manufacturing Analyst serves as a key representative of the operations and finance team, providing professional and efficient cost-accounting analysis to support production. This role is responsible for the independent management of manufacturing data, standard cost maintenance, and the execution of high-quality financial service standards. The incumbent must exercise sound judgment in managing operational needs, maintaining financial safety and compliance standards, and overseeing inventory accuracy to ensure the successful delivery of the organization’s mission. Key Responsibilities The Manufacturing Analyst functions with a high degree of autonomy, managing financial workflows and cross-departmental interactions without constant oversight. ● Cost Accounting & Discretion: Acts as the primary point of contact for cost-related inquiries, independently prioritizing the maintenance of standard costs for labor, material, and overhead. ● Policy & Operations: Implements manufacturing-side operational procedures to ensure efficiency and compliance with GAAP and internal financial regulations. ● Team Coordination: May provide work direction or mentorship to team members to ensure technical standards and project deadlines are met. Education / Work Experience Requirements · High school diploma or equivalent or three 3 years of equivalent experience; or associate or bachelor’s degree in accounting or related field of study and 1 – 2 years equivalent experience. · Understanding of manufacturing processes regarding metrics and technical reports. · MS Excel / MS Office experience required. · Strong organizational, problem-solving, and analytical skills. · Ability to manage priorities and workflow. · Demonstrated ability to positively motivate other team members. · Good judgment with the ability to make timely and sound decisions. · Creative, flexible, and innovative team player. · Commitment to excellence and high standards. · Excellent written and verbal communication skills. General Skills Requirements Language Skills ● Must be able to speak, read, write, and understand the primary language(s) used in the workplace; bilingual skills are a plus. ● Ability to read, analyze, and interpret general business information, including Organization policies and procedures. ● Ability to effectively present information and respond to questions from groups of managers, clients, employees, and the general public. Mathematical Skills ● Ability to calculate figures and amounts such as percentages, tax/accounting data, COGS, and complex manufacturing variances. Reasoning Ability ● Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. ● Ability to interpret a variety of instructions furnished in written, oral, or schedule form. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ● Must be able to remain in a stationary position for a prolonged period of time during a work shift. ● Constantly positions and move self to perform essential job duties. ● Constantly operates computer and related equipment. ● Frequently moves material weighing up to 25 – 50 pounds across and around work areas with or without assistance. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Work environment: For the most part, a professional office environment, but includes exposure to fast-paced production floors and outdoor safety-sensitive construction or manufacturing sites with varying noise levels and equipment.

Are you a skilled Financial Analyst looking for your next opportunity? Join our dynamic talent pool and gain access to exciting roles with top-tier clients. Professional certification (CFA, CIIA, CMA) or proven experience as a financial analyst in a leading finance institution.

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25/hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You do

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Working at the Naval Nuclear Laboratory we foster pride in belonging to an organization whose culture is made up of these core values: Trust, Empowerment, and Collaboration.Our company promotes a positive culture while ensuring the safety and reliability of our nation's naval nuclear reactors, and t

Working at the Naval Nuclear Laboratory we foster pride in belonging to an organization whose culture is made up of these core values: Trust, Empowerment, and Collaboration.Our company promotes a positive culture while ensuring the safety and reliability of our nation's naval nuclear reactors, and t

Working at the Naval Nuclear Laboratory we foster pride in belonging to an organization whose culture is made up of these core values: Trust, Empowerment, and Collaboration.Our company promotes a positive culture while ensuring the safety and reliability of our nation's naval nuclear reactors, and t

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule.This role is designed to fit a variety of lifestyles — whether you're looking to contribute part-t

Corporate Staff Accountant Location: Latham, NY Shift: 8-5 Pay rate: 30-35/hr (Based on Experience) Job type: Contract (~6 Months) We are looking for a driven and detail-focused Corporate Staff Accountant to join our client’s team in the Albany, New York area.This position is well-suited for an ac

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule.This role is designed to fit a variety of lifestyles — whether you're looking to contribute part-t

InGenesis is currently seeking Administrative Assistants to work with our client in Albany, NY.In this role, you will be working in the NYS Bureau of Narcotic Enforcement.Apply today and we’ll reach out to answer any questions you may have! Job Duties Administrative support responsibilities such a

Office Administrator Saratoga County, NY Fusco Personnel is actively recruiting for an Office Administrator for our client located in Saratoga County, NY.The Office Administrator is responsible for providing comprehensive administrative support to ensure the efficient operation of the office.This ro

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule.This role is designed to fit a variety of lifestyles — whether you're looking to contribute part-t

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Data Entry experience not required.Remote Work From Home Data Entry Clerk - Part Time Market Research Panelists Our company is seeking individual

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Data Entry experience not required.Remote Work From Home Data Entry Clerk - Part Time Market Research Panelists Our company is seeking individual

Interested in future business analyst roles? We're always eager to connect with talented professionals. Business analysts span a variety of consultancy levels based on experience, skills, and project needs.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

NYSTEC is a nonprofit technology consulting company, advising agencies, organizations, institutions, and businesses since 1996.We're independent and vendor-neutral, so we have our clients' best interests at heart.At NYSTEC, we know that we succeed when individuals and teams flourish personally and p

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Call Center Representative Agent experience not required.Remote Work From Home Call Center Representative Agent - Part Time Market Research Panel

The Simulator Development & Integration team is leading the way in developing advanced simulation training tools used to train Sailors for the Naval Nuclear Propulsion Program (NNPP).This business area continues to expand as the demand for high fidelity, reliable, and cost-effective training solutio

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Description: Seeking Administrative and Executive Assistants for non-profit organizations, for long term temporary positions.Duties: C-suite level scheduling of meetings (in-person and virtual), calls and conferences; Management of communications with external stakeholders and department staff to en

Executive Assistant / Life Manager (Founder Support Hybrid Personal + Business).Location: Buffalo, New York, USA (On-site + Local Travel Required | Relocation Supported).Working Hours: 7:00 AM 5:00 PM (Flexibility + On-Call Availability Required).Employment Type: Full-time (1099).Compensation: $60

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Process and handle time-sensitive quarterly client tax payments. Executive Wealth is dedicated to helping clients achieve their personal financial goals through education and implementation across key financial disciplines, including employee benefits, tax planning, and investments.

Servpro of Buffalo/Tonawanda is hiring an Administrative Assistant!.Paid Vacation with time accumulated.And more! As an Administrative Assistant, you would be asked to assist office teammates and all customers by handling office tasks, providing polite and professional assistance via phone and e-mai

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Health Advocates Network - - Responsibilities: Perform administrative support responsibilities such as maintaining tracking and database systems; Format documents in Microsoft Word, PowerPoint, and Excel; Perform data entry operations and data quality control; Monitor shared email accounts and draf

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Senior Project Manager: Major Bridge Infrastructure.Albany/Capital Region on behalf of an award winning General Contractor.You will lead multidisciplinary teams through the complexities of.Rail, Highway, and Pedestrian).Quantifiable Scope & Responsibilities.Direct oversight of project portfolios