- Kestra Financial (Wappingers Falls, NY)
- The Associate /Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities + Supports Lead Advisor including… more
- Wells Fargo (Rhinebeck, NY)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas ... **In this role, you will:** + Assist Profit Formula Financial Advisor (s) colleagues with service and operational related activities such as providing… more
- Nuvance Health (Poughkeepsie, NY)
- …the Director, The Nurse Case Manager role provide clinically-based case management to support the delivery of effective and efficient patient care. Paces the case ... a minimum the case manager reviews observation cases daily. 3. Utilizes physician advisor to interface with physicians as needed. 4. Collaborates with the third… more