- Bank of America (Albany, NY)
- Wealth Management Client Associate Albany, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Foresters Financial Services (Albany, NY)
- …and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and ... Sales Support Associate Sales Albany, New York Apply Description What...of hire to allow the incumbent to expand the client support provided to the Representative. What you will… more
- Broadridge Financial Solutions (Albany, NY)
- …ensure successful customer onboarding and readiness. + Manage and optimize new client onboarding and ongoing program management . Basic Skill Level Requirements ... the way, come join the Broadridge team. The Enterprise Client Success Rep ensures that the business value received...+ 4+ years of demonstrated Customer Success or Account Management experience in a high-growth SaaS environment, preferably with… more
- Broadridge Financial Solutions (Albany, NY)
- …post-event: manage budgets; contract negotiation; event production; vendor management ; reporting; etc., while ensuring consistent, high-level service throughout ... all phases including management of event, attendee registrations, email communications, and coordination...develop networks throughout BR and with industry partners + Client focus brings strong client centric approach… more