- Bank of America (New York, NY)
- …Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As an WMCA - ADP ... Advisor Development Program Client Associate New...WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key… more
- Tiffany & Co. (White Plains, NY)
- …client interaction using the Tiffany touch; their own flair for making each client 's experience extraordinary. The Client Advisor is an excellent ... conversation and an entrepreneurial spirit is prevalent in the make-up of every client advisor . Developing client relationships and exceeding sales plan… more
- James Perse Los Angeles (NY)
- JAMES PERSE IS CURRENTLY HIRING A PART TIME SENIOR CLIENT ADVISOR FOR OUR TRIBECA LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all...James Perse. + Set the example for exceptional customer service , client experience and store standards. +… more
- JPMorgan Chase (New York, NY)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- KeyBank (Greece, NY)
- …Dewey Avenue - Greece, New York 14616 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources… more
- Tiffany & Co. (New York, NY)
- …deliver excellence and to contribute to Tiffany & Co.'s continued legacy. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying the ... Tiffany brand in each client interaction using the Tiffany touch; your own flair...pillars. + Convert clients through curiosity and discovery daily ** Service :** + Elevate in store experience by consistently delivering… more
- JPMorgan Chase (New York, NY)
- …Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Bank of America (Brooklyn, NY)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Stage I - Registration Candidate - Consumer...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Bank of America (Rochester, NY)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Stage I - Registration candidate - Consumer...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Bank of America (New York, NY)
- …and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) ... Merrill Financial Solutions Advisor - SD Financial Center New York, New...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Kestra Financial (Wappingers Falls, NY)
- …Essential Duties and Responsibilities + Supports Lead Advisor including managing client needs regarding service , asset allocation, case design and financial ... The Associate/ Service Advisor reports to the Lead...The Associate/ Service Advisor reports to the Lead Advisor ...and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor… more
- Friendly Auto Group (Middletown, NY)
- MUST HAVE PRIOR AUTOMOTIVE SERVICE ADVISOR EXPERIENCE WITH PROVEN TRACK RECORD OF SUCCESS!! Description of the role: The Service Advisor at Friendly ... managing that relationship, providing all aspects of a traditional Service Advisor role. + Ensure that work...being dispatched properly, and to the benefit of our client 's experience, while ensuring that our team of Techs… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... basis + Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and competing priorities daily in pursuit of… more
- Bank of America (Bronx, NY)
- …In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, ... Credit Solutions Advisor - Co-op City Bronx, New York **Job...service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written… more
- American Express Global Business Travel (New York, NY)
- …preferred + Background in Luxury Business Travel with a passion for excellence in client service in a high touch, fast-paced environment + Excellent Professional ... part of a high performing team, our Luxury Travel Advisor will provide high-touch, white glove service ... advisor and consultant to the dedicated Independent Advisor with a large client base of… more
- Truist (New York, NY)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...specialists and IRM partners who are designated to support client service and business development efforts (eg… more
- KeyBank (Buffalo, NY)
- …needs, the Business Advisor assists as part of the Core Business Banking client 's trusted advisor team for solutions in order to develop, manage and retain ... 14210 **Job Summary** The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant...of 3 years of experience with success in a client focused environment with aggressive growth and service… more
- Raymond James Financial, Inc. (Buffalo, NY)
- …thrilled to be adding a Junior Financial Advisor to our team. The Advisor will begin by providing outstanding service to existing clients while representing ... the Scheff and Liddell brand. From there, the Advisor will learn to develop and foster new relationships. Responsibilities: Manage and develop important client … more
- Thrivent Financial (New York, NY)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding...on their journeys to financial clarity, empowering lives of service and faith. + Provide personal, actionable and achievable… more
- The Cigna Group (New York, NY)
- …in any Cigna office location._** **POSITION SUMMARY** The Product Management Senior Advisor manages and supports the overall vision, goals, and objectives of ... Cigna Healthcare integrated Pharmacy clients and customers. The Product Management Senior Advisor will be responsible for management of existing products within the… more