• JP Morgan Wealth Management - Private…

    JPMorgan Chase (New York, NY)
    … service, operational marketing and administrative support to primarily Private Client Advisor (s) within JP Morgan Wealth Management **Job responsibilities** ... + Aid the Advisor (s) by building and maintaining client relationships...Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing… more
    JPMorgan Chase (02/01/24)
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  • Associate Private Client Financial…

    Wells Fargo (New York, NY)
    **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo ... including Series 7 and 66 (or FINRA recognized equivalents) + Financial services experience + Client services experience + 6 + months of client more
    Wells Fargo (03/29/24)
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  • Financial Advisor Associate

    Atria Wealth Solutions (Corning, NY)
    …Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor Associate to provide retirement and investment services to its member ... representatives in assigning the servicing and transitioning a portion of the client base, conducting regularly scheduled reviews with assigned clients to monitor … more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor - Yonkers, NY - Market…

    Edward Jones (Yonkers, NY)
    …branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're… more
    Edward Jones (03/23/24)
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  • Block Advisors Tax Advisor

    H&R Block (Brooklyn, NY)
    **499003BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and… more
    H&R Block (03/28/24)
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  • Strategy Advancement Advisor - Group…

    Humana (Albany, NY)
    …caring community and help us put health first** The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and ... segments or the company at large. The Strategy Advancement Advisor works on problems of diverse scope and complexity...with Regional Vice Presidents, Directors of Sales, Directors of Client Management & Corporate Finance. This also includes any… more
    Humana (03/09/24)
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  • Claims Advisor - Professional Liability

    Sedgwick (Albany, NY)
    …to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Claims Advisor - Professional Liability **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Analyzes ... and reviewing attorney invoices; monitors counsel for compliance with client guidelines. + Uses appropriate cost containment techniques including strategic… more
    Sedgwick (02/23/24)
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  • Part-Time Beauty Advisor - Sephora

    Kohl's (Saratoga Springs, NY)
    …truck unload, etc. + Minimum Qualifications + Authentic passion for beauty + Client facing Retail or Service Industry experience + Excellent written and ... The requirements listed below are representative of functions an associate will be required to perform and the ...environment Minimum Qualifications + Authentic passion for beauty + Client facing Retail or Service Industry experience more
    Kohl's (03/28/24)
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  • Full-Time Beauty Lead Advisor - Sephora

    Kohl's (Amsterdam, NY)
    …unload, etc. ​ Minimum Qualifications + Authentic passion for beauty + 3+ years Client facing retail or service industry experience + Excellent written and ... Sephora training team, and other partners. + Builds strong Client loyalty and drives sales through a hospitality mentality....The requirements listed below are representative of functions an associate will be required to perform and the … more
    Kohl's (03/12/24)
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  • Full-Time Beauty Lead Advisor - Sephora…

    Kohl's (Clifton Park, NY)
    …needs with a consultative approach, top beauty brands, products merchandise sets and experience . Key Accountabilities + Builds strong Client loyalty and drives ... The requirements listed below are representative of functions an associate will be required to perform and the ...etc. Minimum Qualifications + Authentic passion for beauty + Client facing retail or service industry experience more
    Kohl's (03/15/24)
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  • Sr. Reg. Client Service Associate

    Raymond James Financial, Inc. (New York, NY)
    …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client (s). * Manages budgeting and tracking of… more
    Raymond James Financial, Inc. (02/28/24)
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  • Profit Formula Senior Client

    Wells Fargo (Syracuse, NY)
    …for completeness and forwarding to management for review when applicable + Utilize prior experience in the Client Associate role to anticipate and ... role:** Wells Fargo is seeking a Profit Formula Senior Client Associate in Wealth and Investment Management...interaction and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account related… more
    Wells Fargo (03/26/24)
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  • JP Morgan Wealth Management - Select Group…

    JPMorgan Chase (Fayetteville, NY)
    If you are passionate about client experience and goals driven planning, then our team is the right place for you. As a Private Client Investment ... service operational marketing and administrative support to the primary Private Client Advisor (s), within JP Morgan Wealth Management. **Job responsibilities**… more
    JPMorgan Chase (02/12/24)
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  • Registered Client Service Associate

    Morgan Stanley (New York, NY)
    … Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists ... appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client service… more
    Morgan Stanley (03/21/24)
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  • JP Morgan Advisors - Senior Client

    JPMorgan Chase (New York, NY)
    …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client more
    JPMorgan Chase (03/09/24)
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  • Client Associate

    Neuberger Berman (New York, NY)
    **Summary:** The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth. ... The candidate will enhance the client experience by assisting with the service,...portfolio systems. + Provide customized reporting and analysis to client or Wealth Advisor team on a… more
    Neuberger Berman (02/16/24)
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  • JP Morgan Advisors - Senior Client

    JPMorgan Chase (Garden City, NY)
    …scope allow us to customize solutions tailored to clients' specific needs As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients; including money transfers, client account maintenance,… more
    JPMorgan Chase (02/12/24)
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  • Client Service Associate *

    Morgan Stanley (New York, NY)
    …the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through ... appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client service… more
    Morgan Stanley (03/27/24)
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  • Client Service Associate *

    Morgan Stanley (Glens Falls, NY)
    …the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through ... appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client service… more
    Morgan Stanley (03/07/24)
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  • Client Services Associate 1 - Wealth…

    Broadview FCU (Albany, NY)
    …Provide outstanding member service and bring to life each step of T he Client Experience . Know our clients and help enhance their relationship with Broadview ... finds as appropriate before seeki ng assistance from the Advisor . Leverage professional experience and judgement to...to use this timesaving service. + Fully implement The Client Experience . + Attend and/or provide support… more
    Broadview FCU (02/13/24)
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