- 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. ... five days per week. Essential Duties and Responsibilities + Supports Lead Advisor , including managing client needs regarding service , asset allocation, case… more
- Bank of America (New York, NY)
- Advisor Development Program Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Advisor -Development-Program-Client- Associate \_25045819) **Job Description:** ** Advisor Development… 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 ... aligned with this position. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product… more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial ... marketing strategy and builds presentations on behalf of the Financial Advisor (s) + Ad Hoc service requests as needed on behalf of the team/clients **Required… 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
- 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 (New York, NY)
- **About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function… 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 be tasked with delivering… more
- H&R Block (New York, NY)
- …and play, our door is always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office during tax season to consistently ... of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to the… 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 ... objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer skills (Outlook,… more
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