Financial Associate (Corporate) gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Being a Financial Associate (Corporate) identifies new investment, merger, or acquisition opportunities for the company. Provides details for the SEC registration of securities. Additionally, Financial Associate (Corporate) participates in negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Corporate) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Corporate) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Description
Client Service Associate
At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals.
Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow.
Our clients trust us to guide them forward with compassion, integrity and invention. We uphold that same standard of respect and dedication for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo.
We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients.
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions.
If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you!
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Requirements :
Last updated : 2024-04-23
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0 Financial Associate (Corporate) jobs found in Syracuse, NY area