Senior Data Engineer
Hudson Valley Credit Union · Poughkeepsie, NY · 2 wk ago
HybridInformation TechnologyFull-time
Job Summary
The role is responsible for managing customer relationships and providing financial advice.
Responsibilities
- Manage client accounts and provide ongoing financial guidance
- Conduct financial assessments and develop personalized investment plans
- Attend to client inquiries and resolve issues promptly
Requirements
- Bachelor's degree in Finance or related field
- 2+ years of relevant experience in financial services
- Strong communication and interpersonal skills
Qualifications
- Series 7 and Series 66 licenses preferred
- Proficiency in Microsoft Office Suite
Skills
- Excellent problem-solving and decision-making abilities
- Ability to work independently and manage multiple tasks
- Strong analytical skills
Benefits
- Comprehensive health insurance
- 401(k) plan with company match
- Flexible work schedule
Pay
- $50,000 - $60,000 annually
Schedule
- Full-time position
- Monday through Friday, 9 AM - 5 PM