Top 6220 Account specialist Jobs in New York Ny

Fast Track to Partner
New York Life Insurance Company & NYLIFE Securitiess, LLC. —New York, NY
- $70,000 - $130,000 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Math
- Health savings account
- Health insurance
Quick Apply
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —New York, NY
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Community Partnerships Junior Account Manager
Housing Works Inc —New York, NY
- $18 - $19 an hour
- HIPAA
- Mid-level
- High school diploma or GED
- Health insurance
- Paid time off
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Account Manager
Adking USA Inc —New York, NY
- From $85,000 a year
- Full-time
- Bilingual
- Construction site
- Mid-level
- Health insurance
- Paid time off
Quick Apply
Accounts Receivable Specialist
Vigliotti Landscape Service Center —Westbury, NY
- From $25 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Accounts Receivable Specialist II (Remote)
FreedomCare —New York, NY
- $45,000 - $65,000 a year
- Remote
- Research
- Mid-level
- Finance
- Health insurance
- Retirement plan
Quick Apply
9d
Accounts Receivable Specialist
Longacre Asset Management LLC —New York, NY
- $70,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Asset Management Associate (Hybrid)
NFP Corp —New York, NY
- $72,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Organizational skills
- Health savings account
- Paid holidays
Quick Apply
Account Specialist - Long Island/ NYC / Queens/ Brooklyn / Bronx
Jubilant HollisterStier Spokane —New York, NY
- $80,169 - $114,000 a year
- Online Application
- Microsoft Word
- Microsoft Outlook
- Marketing
- Health savings account
- AD&D insurance
Urgent Care Account Specialist
Inizio Engage —New York, NY
- $88,000 - $163,000 a year
- Full-time
- Background check
- 5 years
- Urgent Care
- Paid parental leave
- Paid holidays
Accounts Payable (AP) Disbursements Coordinator
Catholic Health —Rockville Centre, NY
- $68,000 - $75,000 a year
- Full-time
- Customer service
- Writing skills
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
14d
Accounts Payable Specialist
LHH US —New York, NY
- $30 - $35 an hour
- Contract
- Hybrid work
- Military encouraged
- Fair chance
- Entry level
- Commuter assistance
- Paid holidays
Quick Apply
6d
Regional Account Executive - NY City/Long Island
McKesson —New York, NY
- $132,900 - $221,500 a year
- Nursing
- Bachelor of Science
- Mid-level
- Wellness program
- Employee stock purchase plan
Account Executive - Domestic Freight - New York - $85,000 - $95,000
First Choice —New York, NY
- $85,000 - $95,000 a year
- 8 hour shift
- Remote
- Sales
- Mid-level
- Driver's License
- Health insurance
Quick Apply
Account Partner, Eats SMB
Uber —New York, NY
- $28.75 - $30.29 an hour
- Full-time
- Mid-level
- Office
- Organizational skills
Account Manager/Job Developer
NADAP Inc —Brooklyn, NY
- $70,000 a year
- Full-time
- Spanish
- Sales
- English
Quick Apply
12d
Client Success Specialist II
Affirm —New York, NY
- $100,000 - $137,500 a year
- Remote
- Mid-level
- Bachelor's degree
- Fair chance
- Employee stock purchase plan
- Health insurance
Biller (Client Account Representative)
GOD S LOVE WE DELIVER —New York, NY
- $28 - $32 an hour
- Full-time
- Entry level
Senior Accounts Receivable Specialist
Hoxton Circle —Queens, NY
- $90,000 - $110,000 a year
- Hybrid work
- Oracle
- Research
- Mid-level
Quick Apply
Account Coordinator
Conde Nast —New York, NY
- $75,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree

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account specialist jobs near new york ny

Fast Track to Partner

New York Life Insurance Company & NYLIFE Securitiess, LLC. -
New York, NY

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Job Details

Full-time
$70,000 - $130,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Vision insurance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Estate planning needs analysis
Customer communication
Financial sales
Banking services expertise
Teamwork
Financial services customer support
Customer relationship building
Investment management software
Income tax planning
Client database systems
Analysis skills
Securities law compliance support experience
Math
Investment client management
Financial product expertise
Financial concepts
Will preparation
Securities law
Cash management
Accounting standards
Legal compliance
Technical Proficiency
Data analysis software

Full Job Description

Overview
Embark on a dynamic journey toward partnership with our innovative Fast Track to Partner program. This role is designed for ambitious professionals eager to accelerate their careers in financial services, combining rigorous training with real-world experience. As a key contributor, you will develop comprehensive expertise in estate planning, financial sales, securities law, tax strategies, and wealth management. This position offers a unique opportunity to fast-track your growth within a collaborative environment that values initiative, analytical thinking, and client-centric solutions. Join us if you're ready to elevate your career and make a lasting impact in the financial industry.

Responsibilities

Engage directly with clients to understand their financial goals and craft tailored estate plans, wills, trusts, and other legal structures.
Assist in developing and executing comprehensive financial strategies that encompass investment management, tax optimization, and cash flow analysis.
Conduct detailed financial analysis using advanced software tools to evaluate client portfolios and recommend suitable asset management solutions.
Support senior advisors in managing client relationships through effective communication, CRM (Customer Relationship Management) systems, and personalized service delivery.
Stay current on securities law, tax regulations, and industry best practices to ensure compliance and provide informed advice.
Participate in research initiatives to identify market trends, new financial products, and innovative wealth management techniques.
Contribute to team efforts by preparing reports, documentation, and presentations that support client meetings and strategic planning sessions.

Requirements

Demonstrated knowledge of estate planning, wills, trusts & estate law, and securities law.
Strong foundation in financial concepts such as investment management, portfolio management, cash management, and banking operations.
Experience or coursework related to tax strategies, accounting principles (including corporate accounting), and technical accounting standards.
Proficiency with financial software platforms and research tools used for financial analysis and asset management.
Excellent mathematical skills with the ability to interpret complex data sets accurately.
Proven customer relationship management skills with a focus on building trust and delivering exceptional service.
Ability to thrive in a fast-paced environment requiring multitasking across sales initiatives, legal compliance, and financial planning activities.
A proactive mindset with strong analytical thinking skills and a passion for continuous learning within the financial services sector. Join us to accelerate your career path toward partnership by developing your expertise across diverse financial disciplines while making meaningful contributions to our clients’ success!

Pay: $70,000.00 - $130,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Retirement plan
Vision insurance

Work Location: Hybrid remote in New York, NY 10170

Quick Apply

Refine Your Search

account specialist jobs in new york ny

Fast Track to Partner

Registered Client Administrative Manager

Community Partnerships Junior Account Manager

Account Manager

Accounts Receivable Specialist

Accounts Receivable Specialist II (Remote)

Accounts Receivable Specialist

Asset Management Associate (Hybrid)

Account Specialist - Long Island/ NYC / Queens/ Brooklyn / Bronx

Urgent Care Account Specialist

Accounts Payable (AP) Disbursements Coordinator

Accounts Payable Specialist

Regional Account Executive - NY City/Long Island

Account Executive - Domestic Freight - New York - $85,000 - $95,000

Account Partner, Eats SMB

Account Manager/Job Developer

Client Success Specialist II

Biller (Client Account Representative)

Senior Accounts Receivable Specialist

Account Coordinator

I want to receive the latest job alert for account specialist in new york ny

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