- JPMorgan Chase (New York, NY)
- …invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be responsible ... separately managed accounts in partnership with an External Client Advisor . This role provides an opportunity to demonstrate your...in a more user-friendly way + Partner with Client Advisor (external wholesaler) by being completely aligned on the… more
- Kestra Financial (Wappingers Falls, NY)
- The Associate /Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities + Supports Lead Advisor including… more
- SAP (New York, NY)
- …for talent who are early in their career.** **Who You'll become** A Solution Advisor works closely with our customers and prospects to identify and solve business ... As a part of the sales team, a Solution Advisor is the "subject matter expert" responsible for the...and technical knowledge within the sales cycle. A Solution Advisor provides deal support by participating in discovery sessions,… more
- JPMorgan Chase (New York, NY)
- …invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial advisors in ... by providing timely solutions. In collaboration with a Client Advisor , you will aim to meet the objectives for...in a more user-friendly way + Partner with Client Advisor (external wholesaler) by being completely aligned on the… more
- KeyBank (Pearl River, NY)
- …93 N Middletown Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects...member of the Branch team. + Assist Private Client Advisor in engaging licensed and non- licensed Branch personnel… more
- KeyBank (Mahopac, NY)
- …6 - Mahopac, New York 10541 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with ... Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects...member of the Branch team. + Assist Private Client Advisor in engaging licensed and non- licensed Branch personnel… more
- The Estee Lauder Companies (New York, NY)
- …As one of our highly skilled sales associates you will combine your creative and technical expertise and passion for people to provide a welcoming, inspirational and ... personalized in⁃store experience which educates and delights our customers. You will also like working as part of a high performing team to create impact with in⁃store events and to ensure that the store always achieves our high standards of visual… more
- JPMorgan Chase (New York, NY)
- …solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, operational ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through Chase… more
- SUNY Schenectady County Community College (Schenectady, NY)
- …SUNY Schenectady County Community College is seeking a full-time Accelerated Study in Associate Programs (ASAP) Advisor to join their ASAP team. Reporting to ... the ASAP Director, the ASAP Advisor provides individual academic and personal support to ASAP...barriers to college success and completion for students seeking associate degrees. ASAP offers students financial, academic, and personal… more
- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with ... **Client Reporting** : Provide customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis. + **Data Management** : Maintain… more