- 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. ... the Lead Advisor . Essential Duties and Responsibilities + Supports Lead Advisor including managing client needs regarding service , asset allocation, case… 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...Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize… 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...Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize… 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...Customer Experience (CX)** - Knowledge of e-commerce, sales, customer service , and marketing processes. **What You Bring** + 2-3… more
- 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 ... funds, ETFs, and separately managed accounts in partnership with an External Client Advisor . This role provides an opportunity to demonstrate your passion for the… 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...deliver the JPMAM value proposition + Provide superior client service by being responsive, thoughtful and making the clients'… more
- Reynolds & Reynolds (New York, NY)
- …is $80,000+. Requirements 3+ years of automotive dealership experience (sales associate \/representative, service advisor , parts counter, controller\/office ... to join our consulting team. Our superior software solutions, our award-winning sales, service , and support have made us one of the most recognized and respected… more
- Wells Fargo (Syracuse, NY)
- **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo ... Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Private Client… more
- JPMorgan Chase (New York, NY)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service ,… more
- The Estee Lauder Companies (New York, NY)
- …to demonstrate the ability to provide inspirational, authentic and personalized customer service ⁃ Ability to work retail hours including days, nights, weekends and ... expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical… more