- Bank of America (Garden City, NY)
- …Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP ... Advisor Development Program Client Associate Garden...WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key… more
- Tiffany & Co. (Manhasset, NY)
- …client interaction using the Tiffany touch; their own flair for making each client 's experience extraordinary. The Client Advisor is an excellent ... conversation and an entrepreneurial spirit is prevalent in the make-up of every client advisor . Developing client relationships and exceeding sales plan… more
- Tiffany & Co. (Manhasset, NY)
- …client interaction using the Tiffany touch; their own flair for making each client 's experience extraordinary. The Client Advisor is an excellent ... conversation and an entrepreneurial spirit is prevalent in the make-up of every client advisor . Developing client relationships and exceeding sales plan… more
- JPMorgan Chase (New York, NY)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be ... and separately managed accounts in partnership with an External Client Advisor . This role provides an opportunity...that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and… more
- James Perse Los Angeles (New York, NY)
- JAMES PERSE IS CURRENTLY HIRING A PART TIME SENIOR CLIENT ADVISOR FOR OUR BLEECKER LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all...James Perse. + Set the example for exceptional customer service , client experience and store standards. +… more
- JPMorgan Chase (New York, NY)
- …and engaging digital experience for our clients. + Significantly enhance the JPMorgan advisor 's experience and their ability to service clients by seamlessly ... are early in our product solution journey and passionate about transforming the advisor and client experiences, so this is an exciting chance to join the team… more
- JPMorgan Chase (Bellmore, 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 ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Tiffany & Co. (New York, NY)
- …deliver excellence and to contribute to Tiffany & Co.'s continued legacy. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying the ... Tiffany brand in each client interaction using the Tiffany touch; your own flair...pillars. + Convert clients through curiosity and discovery daily ** Service :** + Elevate in store experience by consistently delivering… more
- JPMorgan Chase (New York, NY)
- …in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Client Advisors. Your role will encompass the efficient management… more
- Bank of America (New York, NY)
- …on investment and related planning strategies + Delivery of an appropriate level of service over the lifetime of the client relationship based on the needs ... Direct Markets Coverage Brokerage Services Financial Advisor New York, New York **To proceed with...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- JPMorgan Chase (New York, NY)
- …with our consumer partners to deliver a full suite of solutions for every client . The Practice Management and Advisor Development team is responsible for ... This includes owning the strategy and implementation of goals-based planning, establishing a client onboarding & service model, delivering a set of investment… more
- Broadcom (Melville, NY)
- …At Broadcom, we are seeking a highly skilled and experienced mainframe Solution Advisor to join our team, specifically focused on our DevOps value stream. As ... we are dedicated to providing our clients with top-notch service and expertise. In this role, you will play...+ Collaborate with cross-functional teams to identify and address client needs + Conduct market research to identify potential… more
- Bank of America (New York, NY)
- …In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, ... Credit Solutions Advisor - One Penn Plaza Financial Center New...service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written… more
- Bank of America (New York, NY)
- …UHNW clients + Proven relationship building and business partnering skills. + Strong client service experience **Desired Skills:** + Experience with manager of ... Brokerage Services Financial Advisor New York, New York **To proceed with...toward goals. + Delivery of an appropriate level of service over the lifetime of the client … more
- KeyBank (New York, NY)
- …with Regional Trust Director and applicable Family Wealth team members on pricing, client service , compliance, and litigation issues, as needed and appropriate ... to develop client loyalty and new business opportunities. + Assess client revenue opportunity based on complexity and service required. Actively participate… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants. You'll ... collaborative team member, solutions-oriented team-member who consistently delivers best-in-class service , JP Morgan is the place for you. As...JP Morgan is the place for you. As an Advisor Engagement Manager, you will lead the strategy and… more
- JPMorgan Chase (New York, NY)
- …mobile suite + Develops marketing strategy and builds presentations on behalf of the Financial Advisor (s) + Ad Hoc service requests as needed on behalf of the ... The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial Advisor (s)… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... basis + Maintain CRM database; define and ensure adherence to appropriate client service models + Manage multiple and competing priorities daily in pursuit of… more
- Citigroup (East Meadow, NY)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- TD Bank (Bethpage, NY)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a...A FA will need to leverage their experience to service the unique and complex needs of TD Wealth… more