- JPMorgan Chase & Co. (New York, NY)
- A global financial services firm is looking for a Private Client Advisor in New York. The role involves offering comprehensive financial planning to a diverse ... client base. Key responsibilities include building client relationships, providing personalized investment solutions, and educating clients on available… more
- Beambk (New York, NY)
- …a well-designed life, we'd love for you to join our team Role Overview As a BEAM Client Advisor , you are the face of our brand, creating an inviting and engaging ... and projects on an as‑needed basis. Identify trends and pain points in client service needs and collaborate with leadership to address and build sustainable… more
- Beambk (New York, NY)
- A leading retail company in New York City is seeking a Client Advisor to create an inviting shopping experience. The role involves greeting customers, sharing ... product knowledge, and ensuring a smooth in-store experience. The ideal candidate has previous retail or customer service experience, a passion for customer care, and must be available for weekend shifts. This part-time role requires a minimum of 10-24 hours… more
- Citigroup Inc. (New York, NY)
- A leading financial services firm seeks an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice in Brooklyn, NY. ... salary of $70,000 and benefits including medical coverage, 401(k), and paid time off. Join a dynamic team focused on excellence in client service. #J-18808-Ljbffr more
- Banco Santander SA (New York, NY)
- A leading financial services company is seeking a Financial Advisor to identify client needs and recommend investment solutions. The ideal candidate will have ... over 5 years of experience in investment guidance and a proven record of sales achievement. This position offers the opportunity for professional development in a supportive environment. The base salary ranges from $56,250 to $102,500 annually, depending on… more
- TD Bank (New York, NY)
- …en vente de conseils financiers et la capacite a fournir une experience client exceptionnelle. Les candidats doivent avoir un diplome de licence et des ... qualifications specifiques dans ce domaine. Ce role offre une opportunite de croitre au sein d'une equipe engagee dans un environnement rapide. #J-18808-Ljbffr more
- TD Bank (New York, NY)
- …de vente. Vous assurerez une experience d'accueil complete pour chaque nouveau client et fournirez des conseils financiers. Une experience dans la vente ... d'investissements et la planification est necessaire. Ce poste necessite un engagement fort envers le service a la clientele et une capacite de voyager dans la region assignee. #J-18808-Ljbffr more
- TD Bank (New York, NY)
- …Le candidat ideal aura une experience significative en vente d'investissements, un diplome de baccalaureat et la capacite d'offrir un service a la clientele ... exceptionnel pendant chaque interaction. Le poste exige de repondre aux objectifs de vente et d'assurer l'approvisionnement et l'experience complete pour tous les nouveaux clients. #J-18808-Ljbffr more
- Traveltechessentialist (New York, NY)
- …UK market in collaboration with internal stakeholders. Lead localization efforts across advisor and client workflows. Build and optimize operational processes ... agency, redefining what it means to be a travel advisor in today's world. We're a next-generation platform that...client -facing materials, and community engagement. Lead and host advisor events to strengthen Fora's local community and brand… more
- Marcum Search LLC (New York, NY)
- …procedures Recognize business opportunities for our clients and for CBIZ Assume significant client responsibility as client 's trusted advisor , is relied upon ... Our client is searching for a Tax Senior Manager...for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution… more
- Northbound Executive Search (New York, NY)
- …experience managing a global or multi-entity tax provision in-house or as a client advisor Strong analytical, project management, and Excel/data skills; Alteryx, ... Power BI, or other automation tools a plus Ability to navigate ambiguity and thrive in a fast-paced, high-growth environment Excellent written and verbal communication skills ALL APPLICANTS MUST CURRENTLY LIVE IN THE UNITED STATES Why Join Us? Fully remote -… more
- Rumorcircle (New York, NY)
- …license, or show willingness to obtain one. This position offers a great opportunity to build strong client relationships in a dynamic environment. #J-18808-Ljbffr ... The role involves contacting potential clients, assessing their needs, and delivering personalized insurance solutions while providing exceptional customer service. Ideal candidates should possess excellent communication skills and a valid insurance… more
- Baker Tilly International (New York, NY)
- …compliance and consulting services to industry specific clients: Be a valued tax business advisor , lead client relationships on day to day tax matters with ... Manager! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients.… more
- Thrivent Financial (New York, NY)
- Financial Advisor - New York City Metro page is loaded **Financial Advisor - New York City Metro Financial Advisor - New York City Metro**locationsNY - NYCNY ... **Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career.**Make an impact providing holistic purpose-based… more
- Ernst & Young Advisory Services Sdn Bhd (Hoboken, NJ)
- …assets and capabilities to transform and manage their business. Your key responsibilities Client Interaction: As a trusted advisor , you will harvest requirements ... Client Technology SAP: Technology Presales Architect Other locations:...that meets the objectives and principles agreed with the client . You will be part of a pursuit team… more
- Citigroup Inc. (New York, NY)
- …trust and estate planning, investment finance and banking. Role The Senior Portfolio Advisor , LATAM will report to the Head of Portfolio Advisory. The ideal ... dynamic environment of a high‑growth organization. They will be responsible for field and client engagement, acting as a key ambassador for the CIO's views. As a… more
- Genpact (New York, NY)
- …Responsibilities Client Leadership & Industry Growth Serve as a trusted advisor to client executives (C‑suite and Board level), offering domain‑specific ... finance, risk, or operations. You will serve as a strategic advisor to C‑level executives, driving high‑impact solutions tailored to industry‑specific challenges.… more
- Banco Santander SA (New York, NY)
- …Want to Talk to You! The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and ... Financial Advisor - Centralized, Brooklyn, NYCountry: United States of...with compliance standards to achieve sales results and long-term client satisfaction by telephone communications from a variety of… more
- Citigroup Inc. (New York, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... partners and recommend the best offering to clients based on client profiling and suitability assessments Make securities recommendations and provide investment… more
- Steer (New York, NY)
- …driving strategic growth, delivering complex projects, and fostering long‑term client relationships within the infrastructure sector. Key Responsibilities Driving ... and internal colleagues to deliver high‑quality, timely, and cost‑effective outcomes. Client Advisory : Translate technical findings into actionable insights for… more
