- Kaleida Health (Buffalo, NY)
- …and impact, including attending Physicians, Advanced care practitioners, Residents/Medical students, Business Advisor 's and other members of the health care ... team. The CDS is also responsible for audit review to identify potential documentation deficiencies in specific records and to identify clinical specialties that require focused interaction and physician/provider education.Clinical Documentation Specialists… more
- Kaleida Health (Buffalo, NY)
- …and impact, including attending Physicians, Advanced care practitioners, Residents/Medical students, Business Advisor 's and other members of the health care ... team. Also responsible for audit review to identify potential documentation deficiencies in specific records and to identify clinical specialties that require focused interaction and physician/provider education. In addition, leads all service line provider… 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 ... the day-to-day client management on behalf of the Lead Advisor . This is a full-time, in-person position, and the...and prioritize multiple competing priorities daily in pursuit of business objectives + Active engagement in marketing and sales… more
- Comerica (New York, NY)
- …documents, overseeing overall estate planning, and working directly with our Financial Advisor partners. This role's direct involvement in business development ... of delivery of services to clients. Communicates directly with our Financial Advisor partners, clients, and internal business partners. Providing timely updates… more
- Bank of America (Brooklyn, NY)
- Financial Solutions Advisor Registration Candidate - Brooklyn North Area Brooklyn, New York **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Brooklyn/Financial-Solutions- Advisor -Registration-Candidate Brooklyn-North-Area\_25047891) **Job Description:** At Bank of America, we… more
- Bank of America (New York, NY)
- Direct Markets Coverage Brokerage Services Financial Advisor New York, New York **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Brokerage-Services-Financial- Advisor \_25035237) **Job Description:** Merrill Wealth Management is a leading… more
- Bank of America (Brooklyn, NY)
- Financial Solutions Advisor Registration Candidate - Greenpoint Financial Center Brooklyn, New York **To proceed with your application, you must be at least 18 years ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Brooklyn/Financial-Solutions- Advisor -Registration-Candidate Greenpoint-Financial-Center\_25040497) **Job Description:** At Bank of America, we… more
- Tompkins Community Bank (Pittsford, NY)
- …and guidance to colleagues. In addition to delivering comprehensive wealth planning, Wealth Advisor III is accountable for achieving new business revenue goals ... Overview The Wealth Advisor III is responsible for maintaining existing client...relationship development. Position Goals: + Client Relationship Management & Business Development Strengthen existing client relationships to ensure long-term… more
- KeyBank (Mahopac, NY)
- …staff. + Help attain sales production and referral goals by assisting the Private Client Advisor by working the book of business , lead lists, and closing on ... Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent… more
- City of New York (New York, NY)
- …or on the Administrative Director of Social Services Civil Service List** Senior Advisor , Youth Services Division The Senior Advisor will play a critical ... the divisions overseen by the Associate Commissioner. The Senior Advisor will act as a key advisor ,...of progressively responsible experience, in a large governmental agency, business firm, civic or community organization operating in the… more