- Fiserv (Berkeley Heights, NJ)
- …on a global scale, come make a difference at Fiserv. **Job Title** Quality and Client Experience Advisor **What does a great Quality and Client ... Experience Advisor do at Fiserv?** The Quality and Client Experience Advisor at Fiserv will serve as a pivotal player in driving the success of… more
- Neuberger Berman (New York, NY)
- …Each Institutional Client Service Advisor is paired with a Client Advisor (s) (Institutional salesperson) and/or Senior Client Service Advisors and ... covering the service engagement model, working closely with the Client Advisor (s) supported + Proactively implement the...analytics teamsin New York and Chicago to ensure the quality of client review materials. Provide PMs… more
- Citizens (New York, NY)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial...+ Demonstrated track record in new business development and client book management. + Proven experience in… more
- KeyBank (Ardsley, NY)
- …E Dartmouth Ave - Aurora, Colorado 80014 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB's of… more
- The Cigna Group (Morris Plains, NJ)
- **POSITION SUMMARY** The Quality Review and Audit Advisor is responsible for complex and large-scale/cross-functional testing projects and initiatives including ... to deliver complex implementations, benefit changes, and enterprise projects on time. The Quality Review and Audit Advisor will collaborate with various business… more
- Edward Jones (Staten Island, NY)
- …their goals. + Oversee branch processes, roles, and responsibilities to ensure a high- quality , streamlined client experience consistent with firm policies ... and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're...and business practices you need to succeed in our client -first business model. The new financial advisor … more
- American Express Global Business Travel (New York, NY)
- …For:** + Act as a trusted advisor and consultant to the dedicated Independent Advisor with a large client base of luxury corporate clients. + Responsible for ... with Amex GBT and the OvationNetwork!** The primary role of the Luxury Travel Advisor at the OvationNetwork is to wholly support one of the Independent Advisors… more
- Edward Jones (New York, NY)
- …their goals. + Oversee branch processes, roles, and responsibilities to ensure a high- quality , streamlined client experience consistent with firm policies ... **We're bullish about your future here.** Your experience is valuable to us - and we...simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on… more
- Truist (New York, NY)
- …education requirements are met where needed + 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...CPA + 5 or more years of sales and client management experience in the Wealth Management… more
- TD Bank (White Plains, NY)
- …suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies ... smart investments, this is your moment. As a Financial Advisor you will leverage your experience to...+ Ensures all NEW clients receive the complete on-boarding experience , which includes: a thorough client discovery,… more
- The Cigna Group (New York, NY)
- …are identified in this posting.** **Position Summary** The Product Management Senior Advisor manages and supports the overall vision, goals, and objectives of ... Healthcare integrated Pharmacy clients and customers. The Product Management Senior Advisor will be responsible for developing new product offerings and managing… more
- TD Bank (Ridgewood, NY)
- …suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies ... of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a...+ Ensures all NEW clients receive the complete on-boarding experience , which includes: a thorough client discovery,… more
- Fiserv (New York, NY)
- …on a global scale, come make a difference at Fiserv. **Job Title** Pricing Advisor Manager **What does a Successful Pricing Advisor Manager do at Fiserv?** ... to improve Fiserv's win probability and financial outcomes. + Engage in client negotiations. + Help identify, quantify, and report on financial and commercial… more
- Guardian Life (New York, NY)
- Guardian life is seeking an Advisor Transitions Specialist who will be a critical part of a team that supports the growth of our firm. **You are** + A team player ... and have strong organizational skills + Interested in financial advisor recruiting + An effective communicator with the ability...teams to deliver seamless and world class transition support experience + Support the account opening and transfer of… more
- M&T Bank (Mamaroneck, NY)
- …ongoing account reviews and re-evaluation of customer needs + *Deliver a high- quality customer service experience during each customer interaction through a ... **Overview:** Serves as an advisor to provide an advice-based approach to financial...demonstrate good risk management decisions to assist in managing client complaints and preventable losses. **Education and Experience… more
- Cushman & Wakefield (New York, NY)
- …facility management services, including continuous monitoring of office/facility * Address client inquiries and concerns ensuring timely and quality issue ... **Job Title** Facility Site Advisor **Job Description Summary** The Facilities Coordinator provides...management team to ensure successful service delivery of the client facility needs. Directly supports the facility management team… more
- City of New York (New York, NY)
- …immigration status. It is also the Bureau's vision to provide timely, accessible, high- quality , equitable and respectful care that helps improve the lives of our ... Public Health Clinics seeks to hire eight Public Health Advisor , L2. The Public Health Advisor , LII...relationships with staff and management to meet employee and client needs and objectives. Why you should work for… more
- The Cigna Group (New York, NY)
- …Excellent organizational skills, attention to detail and the demonstrated ability to deliver quality , finished work is a must. Advanced experience with Excel, ... The Cigna Healthcare Pharmacy Management team is seeking a Pharmacy Strategy Advisor who is strategic, has excellent communication skills, extremely organized, and… more
- Adecco US, Inc. (Brooklyn, NY)
- **Overview:** Adecco is hiring a **Service Advisor ** to join our client 's team at their Newark branch. This role supports both the Service Manager and Branch ... repair orders, inventory, and customer service operations. Ideal candidates have shop experience and a passion for delivering excellent service in a fast-paced… more
- JPMorgan Chase (New York, NY)
- …the future of client service and make your mark by delivering high- quality support and innovative financial solutions. As a Client Associate within the ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...their clients, delivering a personalized and smooth wealth management experience . Your contribution to a team that values strong… more