- National Financial Partners (Fishkill, NY)
- …source documents for accuracy in collaboration with the Account Executive or Advisor / Client Executive. Communicate directly with clients and carriers under ... direction of the Account Executive or Advisor /Producer. Creates and maintains client files in accordance with office procedures. You will be responsible for… more
- Brown & Brown, Inc. (White Plains, NY)
- …Account Executive is responsible for independently providing work client deliverables to each client , to become a trusted advisor to the client , and ... Will Contribute: Responsible for working closely with Producer to develop relationships, client visits, cross selling and assisting with renewal process for assigned… more
- CVS Health (Mahopac, NY)
- …all 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
- Marsh & McLennan Companies, Inc. (White Plains, NY)
- …business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. ... questions and providing insights into report functionalities. Serve as a key advisor and stakeholder for MMA Analytics, providing insights and recommendations to… more
- Citigroup, Inc. (Eastchester, NY)
- …and Financial Advisor , Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding. Acquire new clients through ... profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of...wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively… more
- 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 ... partners. **Responsibilities** + Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of investment… more
- KeyBank (Mahopac, NY)
- …- Mahopac, New York 10541 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with ... partners. **Responsibilities** + Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of investment… more
- Tiffany & Co. (White Plains, NY)
- …client interaction using the Tiffany touch; their own flair for making each client 's experience extraordinary. The Client Advisor is an excellent ... and an entrepreneurial spirit is prevalent in the make-up of every client advisor . Developing client relationships and exceeding sales plan is first… more
- JPMorgan Chase (New City, 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
- KeyBank (Ardsley, NY)
- …E Dartmouth Ave - Aurora, Colorado 80014 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- Tiffany & Co. (White Plains, NY)
- …Overview:** We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards ... critical position of embodying the Tiffany brand in each client interaction using the Tiffany touch; your own flair...the Tiffany touch; your own flair for making each client 's experience extraordinary. + Be an excellent communicator and… more
- Tiffany & Co. (White Plains, NY)
- …Overview:** We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards ... critical position of embodying the Tiffany brand in each client interaction using the Tiffany touch; your own flair...the Tiffany touch; your own flair for making each client 's experience extraordinary. + Be an excellent communicator and… more
- Truist (Paramus, NJ)
- …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering ... tolerance to determine which financial strategies and solutions best meet the client 's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- Bank of America (West Nyack, NY)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill… more
- Kestra Financial (Wappingers Falls, NY)
- …the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and ... The Associate/Service Advisor reports to the Lead Advisor ...Responsibilities + Supports Lead Advisor including managing client needs regarding service, asset allocation, case design and… more
- World Insurance Associates, LLC. (Brewster, NY)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that… more
- Tompkins Community Bank (Mount Kisco, NY)
- …centers of influence, existing clients, community involvement and other professional external client resources; acting as a key advisor to provide professional ... Overview Responsible for building and maintaining existing client relationships; creating comprehensive wealth plans and coordinated...discovered and solutions needed. + Act as a key advisor to provide professional support to team members and… more
- Mastercard (Harrison, NY)
- … relationships up to the C-suite to drive commercial success Serve as a trusted client business advisor and generate enthusiasm for the Mastercard team and our ... and Advisors Program Management. Advisors Program Management is an execution-oriented client facing competency that applies proven, accredited change skills and… more
- Mastercard (Harrison, NY)
- …as needed to support sales prospects and production client onboarding Work with Client Success Advisor team to help ensure successful new client ... to build confidence with prospective clients Ability to develop strong client relationships. Work involves extensive personal contact and frequent communication with… more
