Financial Client Analyst
Nesco Resource, LLC —Latham, NY
- $55,000 - $75,000 a year
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
10d
Assistant Financial Analyst
The State University of New York (SUNY) —Albany, NY
- $60,000 - $64,000 a year
- Full-time
- Oracle
- Mid-level
- Office
- Paid holidays
- Health insurance
Budget and Policy Analyst- Higher Education
New York State Division of the Budget —Albany, NY
- $56,655 - $67,119 a year
- Overtime
- Mid-level
- Office
- Analysis skills
- Health insurance
Quick Apply
Budget and Policy Analyst - OMH State Operations
New York State Division of the Budget —Albany, NY
- $56,655 - $67,119 a year
- Overtime
- Mid-level
- Office
- Residential
- Health insurance
Quick Apply
Sr. Financial Analyst, Discovery Science, ON-SITE REQUIRED
Albany Medical Center —Albany, NY
- $64,972 - $97,458 a year
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Credit Analyst II
Chemung Canal Trust Com —Albany, NY
- $26.00 - $42.80 an hour
- Full-time
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- 5 years
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Quick Apply
Senior Actuarial Analyst - Pricing
Kemper Insurance —Albany, NY
- $99,000 - $164,800 a year
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- Dental insurance
Quick Apply
Senior Risk Analyst
Broadview Federal Credit Union —Albany, NY
- $65,990 - $80,838 a year
- Full-time
- Mid-level
- Office
- 3 years
9d
Actuarial Analyst - REMOTE
Molina Healthcare —United States
- $77,969 - $117,809 a year
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
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Financial Client Analyst

Nesco Resource, LLC -
Latham, NY

Quick Apply

Job Details

$55,000 - $75,000 a year
10 days ago

Benefits

Health insurance
Dental insurance
401(k)
Employee assistance program
Vision insurance

Qualifications

Bachelor's degree
Financial services

Full Job Description

Growing firm, in a niche sector of the financial management industry, is looking for a Client Analyst to join its team. Our client is looking for an accomplished financial services professional, ideally with their Series 7, to assist with day to day client management, financial analytics, and reporting. This is a non-sales role with a competitive salary, well-rounded benefits, and bonus potential. If you are looking to get away from a strictly sales/production environment and grow with a collaborative and supportive team, this could be a great opportunity!
As a Client Analyst you will:

Assist in financial planning projects and financial analysis
Interface with clients over the phone and in person
Provide comprehensive financial reports, investment assessments and related services to clients of the organization
Prepare tax projections and asset-allocation, retirement, education-funding, insurance and estate-planning analyses

Education & Experience

Bachelor's degree required in Finance, Economics, or business related field
2 years of experience in a financial services/asset management industry
FINRA Series 7 license preferred, other related licenses may be considered
Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
Strong professionalism in one on one, phone and written communications

Nesco Resource offers a comprehensive benefits package for our associates, which includes a MEC (Minimum Essential Coverage) plan that encompasses Medical, Vision, Dental, 401K, and EAP (Employee Assistance Program) services.

Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

PRO062

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Financial and Investment Analysts jobs in Albany, NY

Financial Client Analyst

Assistant Financial Analyst

Budget and Policy Analyst- Higher Education

Budget and Policy Analyst - OMH State Operations

Sr. Financial Analyst, Discovery Science, ON-SITE REQUIRED

Credit Analyst II

Senior Actuarial Analyst - Pricing

Senior Risk Analyst

Actuarial Analyst - REMOTE

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