- Unknown (New York, NY)
- …fee-based RIA with an advisor -centric, fully remote culture. They offer a full- service W-2 support model and have a strong investment team that enhances ... for two key areas: Mergers & Acquisitions (M&A) and Advisor Team Recruitment. In the M&A capacity, the role...of contact to introduce the firm's culture, platform, and support model. The ideal candidate for this role at… more
- Unknown (New York, NY)
- …in their business or community. This role is central to expanding their client services , working directly with organizations to assess workforce needs, navigate ... experience at a reputable firm * 7+ years of experience leading client service -oriented projects, including direct engagement with executive-level stakeholders *… more
- Unknown (New York, NY)
- …in IT, management & creative solutions Industry Information Technology and Services Type Public Company Founded 1997 Employees 5001-10,000 Categories Consulting & ... Professional Services Information Technology & Services Computer System...The successful candidate will be responsible for leading high-value client engagements, defining and evolving the company's AI vision… more
- Unknown (New York, NY)
- …drive advanced financial modeling and valuation analysis, and prepare compelling client presentations that support transaction strategy and execution. Building ... Vice President, Investment Banking About the Company Flourishing full- service investment bank Industry Accounting Type Privately Held About the Role The Vice… more
- Bank of America (Pittsford, NY)
- …full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA ... Advisor Development Program Client Associate Pittsford,...WMCA - ADP. This job is responsible for providing client service support to multiple… 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 (Rochester, NY)
- …to better outcomes for their plan participants. As the External Retirement Plan Client Advisor (RPCA), you will focus exclusively on supporting Financial ... Plan Advisor sales team is responsible for selling JPMAM's full- service small market Everyday 401(k) and Investment Only solutions through Financial Advisors… more
- JPMorgan Chase (Bellmore, NY)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you...offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support… 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 (Bleecker, NY)
- JAMES PERSE IS CURRENTLY HIRING A FULL 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
