- KeyBank (Pearl River, NY)
- …N Middletown Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus ... aligned with this position. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product… more
- JPMorgan Chase (Monroe, 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 ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Kelly Services (Mahwah, NJ)
- …We are searching for a detail-oriented, organized, and compassionate Temporary Administrative Assistant to join our Consumer Advocacy team. The ideal candidate will ... play a crucial role in handling administrative tasks, delivering responsive customer support, and ensuring smooth daily operations to further our consumer rights advocacy efforts. **Key Responsibilities:** **Administrative Support:** + Assist with scheduling… more
- Citizens (Middletown, 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 ... individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand...+ A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. +… more
- KeyBank (Fishkill, NY)
- …growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client 's trusted advisor team for ... AREA TO BE CONSIDERED **Job Summary** The Merchant Sales Advisor serve as integral member of the Key Merchant...solutions in order to develop, manage and retain profitable client relationships for clients with basic to moderately complex… more
- Kestra Financial (Wappingers Falls, NY)
- …of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor . This is a full-time, ... five days per week. Essential Duties and Responsibilities + Supports Lead Advisor , including managing client needs regarding service, asset allocation, case… more
- Bank of America (Waldwick, NJ)
- …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 Registration Candidate - Waldwick Financial Center Waldwick,...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Edward Jones (Warwick, NY)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate… more
- BD (Becton, Dickinson and Company) (Franklin Lakes, NJ)
- …planning, organization design, associate engagement, organizational announcements + Acts as the trusted advisor of client leaders to support them in carrying out ... Business Services) organizations. This individual will operate as a trusted strategic advisor to the EVP & Chief Information Officer and other senior leaders.… 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 Acura of ... that relationship, providing all aspects of a traditional Service Advisor role. + Ensure that work is being dispatched...being dispatched properly, and to the benefit of our client 's experience, while ensuring that our team of Techs… more
- Bank of America (Newburgh, NY)
- Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Newburgh, New York; Katonah, New York; Mount Kisco, New York; Yorktown Heights, New York ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Latham/Financial-Solutions- Advisor Albany Hudson-Valley-Market\_25035958-1) **Job Description:** At Bank of America,… more
- Bank of America (Wyckoff, NJ)
- Financial Solutions Advisor - Wyckoff Financial Center Wyckoff, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Wyckoff/Financial-Solutions- Advisor Wyckoff-Financial-Center\_25046918) **Job Description:** At Bank of America, we… more
- Kohl's (Cortlandt Manor, NY)
- About the Role As Beauty Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... approach and ensure an excellent overall client experience. You will maintain expert knowledge of top...at Kohl's standards. What You'll Do + Build strong client loyalty and influence clients by identifying their needs… more
- Kohl's (Newburgh, NY)
- Early Morning (Starting at 6am) About the Role As Beauty Lead Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying ... Sephora at Kohl's standards and ensure an excellent overall client experience. What You'll Do + Build strong ...client experience. What You'll Do + Build strong client loyalty and influence clients by identifying their needs… more
- KeyBank (Suffern, NY)
- …Route 59 - Suffern, New York 10901 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... Private Client Banker... Banker (PCB) is part of the Key Private Client Program and will focus on the entire ...Client Program and will focus on the entire client relationship with a plan-based approach to financial advice.… more
- JPMorgan Chase (Yorktown Heights, 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
- CVS Health (Peekskill, NY)
- …of the latest beauty trends and techniques + Seek to further your product knowledge and client service skills. As a retail beauty advisor , you are a CVS beauty ... Consultant who is passionate about the retail beauty industry and believes the client experience should be top-notch. Our customers will experience your passion for… more
- KeyBank (Goshen, NY)
- …Street - Goshen, New York 10924 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. Personal ... needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive...relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is… more
- KeyBank (West Haverstraw, NY)
- …W - West Haverstraw, New York 10993 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. As a ... you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for...serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships… more
- KeyBank (Wappingers Falls, NY)
- …9 - Wappingers Falls, New York 12590 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and...harder for them. **Essential Functions** + Embodies a strong client experience culture, being present with every client… more