- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that… more
- Capgemini (New York, NY)
- …incremental growth with a focus on expanding client relationships and solution footprint. ** Client Engagement** * Serve as a trusted advisor to client ... Client Partner (Financial Services/Capital Markets) Choosing Capgemini means...Financial Services Global Business Unit is seeking a senior Client Partner to lead strategic growth and delivery for… more
- Oracle (Albany, NY)
- …identify new stakeholders and expansion opportunities. + Act as a strategic advisor , addressing client needs, resolving issues, and identifying opportunities to ... for identifying, developing, and closing complex, large-scale engagements by aligning client needs with integrated research, consulting, and data solutions. The… more
- Tompkins Community Bank (Pittsford, NY)
- Overview The Wealth Advisor III is responsible for maintaining existing client relationships and growing their portfolio by building new client ... plans and coordinated financial strategies to align with each client 's goals and values. The experienced advisor ...each client 's goals and values. The experienced advisor will be a thoughtful listener, have a strong… more
- JPMorgan Chase (New York, NY)
- …end-to-end Alternative Investments value chain to achieve business goals of simplifying the client & advisor experience and scaling target operating models on ... change leader. + **Define Product Strategy** : Sets product vision connecting client / advisor needs with business goals. Understands current state including… more
- World Insurance Associates, LLC. (Woodbury, NY)
- …and payroll & HR solutions. Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring comprehensive ... of discretion surrounding sensitive information Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance.… more
- Raymond James Financial, Inc. (Plattsburgh, NY)
- …candidate must be responsible, confident, self-motivated and a team player. The Financial Advisor is responsible for entering client trades, servicing client ... **Job Summary** We are seeking a Financial Advisor to join our team who has a...skills. **Essential Duties and Responsibilities** + Foster and support client relationships by liaising with clients, responding to requests… more
- CTG (Armonk, NY)
- CTG is seeking to fill a Desktop Support/ ThinkDesk Advisor opening for our client in Armonk, NY. **Location** : Armonk, NY **Duration** : Ongoing contract We ... availability, and supports faster resolution of common IT needs. The ThinkDesk Advisor plays a central role in maintaining inventory accuracy and providing… more
- Bank of America (New York, NY)
- …coordinate all aspects of a transaction, from onboarding to the ongoing client / advisor experience. **Job Responsibilities:** * Partner with private equity/hedge ... team * Maintain relationships with fund managers/administrators and develop financial advisor communications * Act as liaison for operational issues between… more
- Tiffany & Co. (New York, NY)
- …conversation and an entrepreneurial spirit is prevalent in the make-up of every Client Advisor . Developing client relationships, mentoring peers, and ... of embodying the Tiffany brand in each and every client interaction using the Tiffany touch; their own flair...the Tiffany touch; their own flair for making each client 's experience extraordinary. The Watch Specialist is an excellent… more