- Citizens (Brooklyn, NY)
- Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial ... Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's… more
- JPMorgan Chase (Rochester, NY)
- …Travel Group. This team is dedicated to supporting the businesses of Independent Travel Advisors with FROSCH. You will be working with seasoned advisors on ... travel related bookings, administrative tasks, and client facing interactions **Job responsibilities** + Fulfill travel booking requests, ensuring all details align with client preferences and company travel policies, using your experience with travel… more
- Rallye Motor Company (Glen Cove, NY)
- …this position include, but are not limited to: + Interact with Service Advisors , and Service Manager for distribution of assignments to Technicians. + Assign work ... monitor effective time controls. + Coordinate with the Service Manager, Service Advisors , or other retail center personnel regarding the repair work. Determine time… more
- KeyBank (New York, NY)
- …trust and estate tax-related issues and works with the client and external advisors to resolve. + Collaborates with external client advisors (attorneys, ... accountants, etc.) to deliver advice. **Growth- Book of Business** + Works closely with the Family Wealth team to identify and prioritize opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as any other… more
- Neuberger Berman (New York, NY)
- …class, private equity, real estate and hedge funds-on behalf of institutions, advisors and individual investors globally. With offices in 26 countries, Neuberger ... and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus,… more
- City National Bank (New York, NY)
- …Manager directly supports our clients, portfolio management team, and partners financial advisors . Responsibilities include the oversight of the movement of money in ... Pershing on any outstanding issues. Work with Portfolio Management teams and Financial Advisors to solve any problems or complex issues that might arise. * Oversee… more
- International Rescue Committee (New York, NY)
- …and collaborate closely with country teams and Environmental Health (EH) Technical Advisors to develop a standardized framework, tools, and approach to measurement. ... Team, including MEAL Leads for other strategic projects * Environmental Health Technical Advisors for the three regions * Regional Measurement Teams across the three… more
- Aaron's Inc (Syracuse, NY)
- …pay based on performance._ **Customer Accounts Advisor** Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and ... bring them one-step closer to ownership. **Skills for Success** Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen… more
- BlackRock (New York, NY)
- …as an integral part of the due diligence process, managing third-party advisors , reviewing financial models, arranging debt financing, and supporting the negotiation ... on active deals, including business diligence, risk underwriting, and managing external advisors . Collaborate with the team to build robust and flexible financial… more
- Rochester Institute of Technology (Rochester, NY)
- …Academic Advisor Training and Support: + Lead the training of new advisors + Create comprehensive college-wide advising training materials to ensure consistency and ... case of enrollment increases. + Participate in hiring committees for new advisors , as needed. Cross-Departmental Process Integration: + Work closely with department… more