- The Hartford (Clinton, NY)
- Client Advisor Priority Business - SA08DE We're...team as we help shape the future. The Hartford's Group Benefits segment is a market leader in ... or obtain Life & Health Insurance License prior to being assigned BOB and maintain Client Advisor Role. Additional information: *Candidate must be able to work a… more
- JPMorgan Chase (New York, NY)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of… 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 ... Description Citizens employs a group of experienced advisors that help individuals and...individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand… more
- Friendly Auto Group (Newburgh, NY)
- Automotive Service Advisor Middletown, NY MUST HAVE PRIOR AUTOMOTIVE SERVICE ADVISOR EXPERIENCE WITH PROVEN TRACK RECORD OF SUCCESS!! Description of the role: ... The Service Advisor at Friendly Acura of Middletown will be responsible...being dispatched properly, and to the benefit of our client 's experience, while ensuring that our team of Techs… more
- Acosta Group (New York, NY)
- **Beauty Advisor - Dyson** Employment Type**Part Time** Location**NY - NEW YORK CITY** **Ready to Shine? Join ActionLink's Dyson Beauty Team and Bring Your Passion ... individual to join our team as a Dyson Beauty Advisor ! Imagine yourself in the chic world of Sephora...training to certify you on Dyson product knowledge** + ** Benefits :**W2 employment with biweekly pay, optional 401(k) with company… more
- Tompkins Community Bank (Syracuse, NY)
- …Headquarters in Ithaca, or Syracuse, New York offices. Position Summary: The Wealth Advisor is responsible for building and maintaining client relationships by ... client strategy teams. + Act as a key advisor and resource to team members. + Collaborate with...Relationship Management. + CFP, CPA, or JD certification(s) preferred. Benefits + Medical + Dental + Vision + 401(k)… more
- Citigroup (New York, NY)
- …+ CIMA, CFA or CFP(R) designation or candidate preferred **Job Family Group :** Private Client Product Services **Job Family:** Investment Strategy **Time ... the Global Consumer Bank (GCB) and the Institutional Clients Group (ICG) and offers a wide range of products...high-growth organization. They will be responsible for field and client engagement, acting as a key ambassador for the… more
- Citigroup (Greenburgh, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial Planning ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- City National Bank (New York, NY)
- TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary ... or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new relationships are… more
- JPMorgan Chase (Rochester, NY)
- …than 45 years, FROSCH has been a travel company of choice, building a client -centered service model and employee-focused workforce. Now, as a part of the JPMorgan ... our employees and their careers. As a Servicing Travel Advisor in FROSCH (CTJ), you will manage all aspects...Administrative Support Services business unit within the Chase Travel Group . This team is dedicated to supporting the businesses… more
- HNTB (New York, NY)
- …knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on complex projects to provide ... engineering projects within discipline. + Coordinates technical aspects with client counterpart and teaming partners at local leadership level...articles, and white papers. + Serves as a trusted advisor to clients, is sought out for expertise in… more
- Staffing Solutions Organization (Albany, NY)
- Staffing Solutions Organization LLC (SSO), an affiliate of Public Consulting Group LLC (PCG), is focused on delighting clients with world-class managed staffing and ... our clients and the people they serve. **Medicaid Program Advisor (Level 2 or 3) in Albany, NY** **Division...other systems to changes for the Medicaid Eligibility and Client Management system (MECM) system + Review business requirements… more
- CIBC (New York, NY)
- …external parties related to the trust account including but not limited to client 's counsel, NTC or DTC counsel and interested parties to the prospective account, ... may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision,… more
- HNTB (New York, NY)
- …receiving training + Ability to work successfully and professionally with client contacts **What We Prefer:** + Railroad industry experience **Additional ... Information** Click here for benefits information: HNTB Total Rewards Click here to learn...to be eligible for placement fees._ **Job Type:** Regular **Full/Part Time:** Full time **Job Category:** Technical Group **ReqID:**… more
- Compass Group, North America (New Hyde Park, NY)
- …_for information on additional company-provided time off benefits ._ **About Compass Group : Achieving leadership ... assistant that helps you apply to jobs with Compass Group . Message frequency varies. Message and data rates may...unattended markets. **Job Summary** **Position Summary** The Sr. Senior Client Services Manager serves as the primary liaison between… more
- Mizuho Corporate Bank (New York, NY)
- …determine industry codes (for example SIC/Sector Codes) + Familiarity with Investment Advisor Public Disclosure and Edgar sites, along with necessary documentation ( ... Sheets & 151 Prime Broker Agreements). + Ability to understand an Investment Advisor 's organization structure, as well as, when full KYC Onboarding is required… more
- AON (NY)
- Aon Is Looking for an Vice President, Enterprise Client Relationship Leader We currently have an exciting career opportunity for an Vice President, Enterprise ... Client Relationship Leader with a flexible (Remote/Hybrid) schedule; Preferred...Island/New York. This position will support Aon's Travel practice group within Aon Affinity. Aon is in the business… more
- Neuberger Berman (New York, NY)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor 's high net worth ... **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger… more
- JPMorgan Chase (New York, NY)
- …family investment firms and their portfolio companies, and to provide this important client group the same consistent and focused coverage that is provided ... Within FCG, the mission is to become the trusted advisor and the preeminent provider of Investment Banking Services...play a central role within the IB Family Coverage Group in all aspects of client coverage… more
- Citigroup (Getzville, NY)
- …operational metrics and service level requirements to achieve business goals** **Acts as client advisor in the client 's interest while driving cross-regional ... we put our employees first and provide the best-in-class benefits they need to be well, live well and...discover the true extent of your capabilities.** **Job Family Group :** Customer Service **Job Family:** Institutional Client … more