Top 11586 Financial analyst, sr Jobs in New York, Ny

Senior Registered Client Service Associate - New York, NY
Raymond James Financial, Inc. —New York, NY
- $55,000 - $96,000 a year
- Full-time
- High school
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
6d
Senior Attorney
LAWYERS for JUSTICE, PC —Manhattan, NY
- $200,000 - $400,000 a year
- Full-time
- 5 years
- Employment & labor law
- Travel
- Health insurance
- Dental insurance
Quick Apply
Senior Global Equity Research Analyst
APA International Placement Consultants —New York, NY
- $200,000 - $300,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 11+ years
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
12d
SENIOR ANALYST HEALTH HOME
SBH Health System —Bronx, NY
- $110,000 - $114,000 a year
- Full-time
- Background check
- Anatomy knowledge
- Management
- Health insurance
- Dental insurance
Quick Apply
Senior Actuarial Analyst
GREATER NEW YORK MUTUAL INSURANCE COMPANY —Manhattan, NY
- $86,800 - $160,700 a year
- Writing skills
- Mid-level
- Office
Senior Director, Data Architecture
Starr Companies —New York, NY
- $200,000 - $275,000 a year
- Full-time
- Azure
- Computer Science
- 11+ years
- Health savings account
- Health insurance
Quick Apply
Sr Production Manager- Kid's DTC
Oved Apparel Group —New York, NY
- $150,000 a year
- Full-time
- Office
- In-person
- Senior level
- Commuter assistance
- Paid holidays
Quick Apply
2d
Senior Financial Analyst (4+ Years experience HealthCare)
Mount Sinai Doctors —Manhattan, NY
- $75,000 - $115,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Investment Analyst - Family Office
Midas Wealth —New York, NY
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Senior Analyst - BCG Vantage, Indirect Procurement in Retail
Boston Consulting Group —New York, NY
- $115,700 - $119,500 a year
- Full-time
- Urgent Care
- English
- Research
- Profit sharing
- Paid parental leave
Senior Analyst - BCG Vantage, B2B SaaS (Client Focus Track)
Boston Consulting Group —New York, NY
- $124,800 - $129,000 a year
- Full-time
- Urgent Care
- English
- Mid-level
- Profit sharing
- Paid parental leave
Senior Analyst - BCG Vantage, B2B SaaS (Topic Activation Track)
Boston Consulting Group —New York, NY
- $108 an hour
- Full-time
- Urgent Care
- English
- Mid-level
- Profit sharing
- Paid parental leave
Senior Paralegal
Seaport Entertainment Group —New York, NY
- $105,000 - $150,000 a year
- Full-time
- 7 years
- Microsoft Excel
- Office
- Health insurance
- Dental insurance
Quick Apply
13d
Senior Executive Assistant
Bellwether Staffing Solutions —New York, NY
- $140,000 - $150,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Writing skills
- Health savings account
- Health insurance
Quick Apply
Sr CRM Account Executive - Banking
ServiceNow —New York, NY
- $139,400 - $188,500 a year
- Online Application
- Residential
- Travel
- Fair chance
- Employee stock purchase plan
- Health insurance
Quick Apply
8d
Senior Product Manager - Database AI Optimization
Datadog —New York, NY
- $192,000 - $240,000 a year
- Hybrid work
- 5 years
- Research
- AWS
- Employee stock purchase plan
- Health insurance
Quick Apply
Financial Analyst- Hybrid- NYC
Yoh, A Day & Zimmermann Company —New York, NY
- $35 an hour
- Contract
- Hybrid work
- Mid-level
- Office
- Finance
- Health savings account
- Disability insurance
Quick Apply
1d
Sr Product Manager- Data product management, instrumentation, telemetry
Disney Entertainment and ESPN Product & Technology —New York, NY
- $148,700 - $199,400 a year
- Computer science
- Computer Science
- SQL
Sr. Strategy Lead, Mobile App
Macy’s —New York, NY
- $129,960 - $216,120 a year
- 6 years
- Management
- Marketing
- Store discount
- Paid holidays
Senior Analyst, FP&A Systems
Uncommon Schools —New York, NY
- $78,800 - $92,700 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- 403(b) matching
- Health savings account
Quick Apply

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Senior Registered Client Service Associate - New York, NY

Raymond James Financial, Inc. -
New York, NY

Apply Now

Job Details

Full-time
$55,000 - $96,000 a year
6 days ago

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

High school diploma or GED
Series 7
Securities Industry Essentials

Full Job Description

Job Description

Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

Responsibilities:

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring.
Trading of both discretionary and non-discretionary products, model maintenance and performance tracking.
Servicing of alternative investments and foreign accounts, including setup and maintenance.
May participate in live meetings with the Financial Advisor and their respective client(s).
Manages budgeting and tracking of Financial Advisor expenses.
Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team’s performance.
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
May solicit order from clients at the direction of the Financial Advisor.
Receives unsolicited orders from the clients; may enter unsolicited trades at the direction of the Financial Advisor.
Assists Financial Advisors with marketing efforts including seminars, mail and other client-facing events.
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
Acts as mentor and resource to junior team members; manages team workflow and works towards creating greater team operational efficiencies.
Performs other duties and responsibilities as assigned.

Knowledge of:

Company’s working structure, policies, mission, and strategies.
Managed account platforms.
General office practices, procedures, and methods.
Advanced investment concepts, practices and procedures used in the securities industry.
Financial markets, products and industry regulations.
Trading terminology.

Skill in:

Client Relationship Management (CRM) software, or similar contact management software.
Goal planning software.
Excel, including developing spreadsheets as needed and for ongoing reporting.
Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)

Ability to:

Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Analyze and research account information. Analyze and research account information.
Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Identify time sensitive items and assess competing priorities.
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Analyze problems and establish solutions in a fast paced environment. Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Use mathematics sufficient to process account and transaction information.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
Work both independently and as part of a cohesive team.
Provide a high level of customer service. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.

Language Skills:

Fluent in Hebrew a plus

Education/Previous Experience

High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications

SIE required provided that an exemption or grandfathering cannot be applied.
Series 7 required.
Series 63, 65 and/or 66 as required by state.
Ability to obtain additional securities and advisory state registrations if required by state.

Due to pay transparency, our roles auto-populate with Federal minimums. However, the office has determined the appropriate range for this position to be $80,000.00 to $96,000.00 base salary.”

Education

High School (HS) (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range

$55,000.00-$96,000.00

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#LI-AM2

Apply Now

Refine Your Search

financial analyst, sr jobs in new york, ny

Senior Registered Client Service Associate - New York, NY

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