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Essential Functions of the Job:
Analytical/Decision Making Responsibilities:
Knowledge and Skills Requirements:
Supervision Responsibilities:
Other Requirements:
Job Requirements:
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
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This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Required Qualifications:
Desired Qualifications:
Skills:
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit

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US – Tax – Indirect Tax Technology and Transformation – Senior Manager - Tax Platform Engineer
As a senior manager you'll continuously enhance your proficiencies in the design, promotion and delivery of major technology tools, including application development, data acquisition and transformation, and data analytics and visualization/reporting. You'll work side-by-side with tax-technical subject matter professionals (SMPs) to develop and deploy data and technology solutions that will enable our tax-technical SMPs to efficiently and effectively deliver quality tax consulting, with timely and responsive services and work products that meet and/or exceed client expectations.
Your key responsibilities
We'll look to you to challenge the effectiveness of the tax technology strategy and approach for all engagements while developing strong relationships across a network of existing and future clients and key stakeholders. You'll identify opportunities for the use of technology to accelerate and enhance delivery of indirect tax services and actively participate as member of pursuit teams and service delivery teams supporting various client projects including working with executive-level stakeholders, developing transformative solutions, and fostering deep client relationships. You will contribute toward developing a technically diverse and talented team, all while handing activities that focus on quality and commercial value.
Skills and attributes for success
To qualify for the role you must have
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
These jobs might be a good fit

Share
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Required Qualifications:
Desired Qualifications:
Skills:
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit

Share
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Required Qualifications:
Desired Qualifications:
Skills:
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit

Share
Job Description:
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Responsibilities:
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
• Monday – Fridays and rotating Saturdays
Required Qualifications:
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.Desired Qualifications:
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalentSkills:
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
These jobs might be a good fit

Share
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Required Qualifications:
Desired Qualifications:
Skills:
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit

Share
Essential Functions of the Job:
Analytical/Decision Making Responsibilities:
Knowledge and Skills Requirements:
Supervision Responsibilities:
Other Requirements:
Job Requirements:
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
These jobs might be a good fit