- Neuberger Berman (New York, NY)
- …the digital and client -centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the ... transformation roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client and … more
- World Insurance Associates, LLC. (Buffalo, NY)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... "pitch decks" / presentations. Forms of Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We… more
- 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
- American Express Global Business Travel (New York, NY)
- …For:** + Act as a trusted advisor and consultant to the dedicated Independent Advisor with a large client base of luxury corporate clients. + Responsible for ... with Amex GBT and the OvationNetwork!** The primary role of the Luxury Travel Advisor at the OvationNetwork is to wholly support one of the Independent Advisors… 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
- Bank of America (New York, NY)
- …building business cases, securing, and executing technology projects to optimize client / advisor experience * Delivering exception client / advisor ... Annuity Product is responsible for driving responsible growth, optimizing the client experience, innovating with an operational excellence mindset, and delivering… more
- Tiffany & Co. (New York, NY)
- …conversations to understand client needs and connect them with the appropriate Client Advisor . + Leverage The Landmark resources to further support High ... High Jewelry will deliver the Tiffany Touch to every client they interact with and set the tone for...The Landmark, the Ambassador, High Jewelry supports the Private Client Team and Client Advisors. **Responsibilities:** **… 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
- Bank of America (New York, NY)
- …coordinate all aspects of a transaction, from onboarding to the ongoing client / advisor experience. **Qualifications:** + 2-5+ years of general financial services ... team. + Maintain relationships with fund managers/administrators and develop financial advisor communications. + Act as liaison for operational issues between… 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