- Paychex (West Henrietta, NY)
- …service needs including plan design exceptions, documentation exceptions as requested by both client and Financial Advisor to ensure. + Develops and maintains ... clients through effective collaboration with internal Paychex Operational departments, Financial Advisor community and appropriate sales organization. Provides support… more
- WSP USA (New York, NY)
- …including accounting, budgeting, fiscal management, and forecasting. + Ensure compliance with financial regulations and the client 's policies. + Design the ... and managing stakeholder relationships. + Strategic Planning: The ability to align financial initiatives with the client 's long-term objectives is key. +… more
- Brink's (Albany, NY)
- …and we provide equal opportunity to participate and grow. Job Description Enterprise Client Partner - Financial Institutions (ECP-FI) As an Enterprise Client ... retail solutions, and ATM managed services. Our customers include financial institutions, retailers, government agencies, mints, jewelers, and other commercial… more
- Bank of America (New York, NY)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Arrow Financial Corporation (Glens Falls, NY)
- …contacts. > Drive sales through in-depth knowledge of products offered that match client financial objectives. > Execute buy and sell orders as directed ... clients to perform reviews and expand existing relationships as appropriate; monitor client accounts to ensure pre-determined financial goals and objectives are… more
- Publicis Groupe (New York, NY)
- …over 100 countries, Publicis Groupe employs around 103,000 professionals. **Overview** The Client Reporting Financial Analyst reports directly to the Client ... Brands of Publicis Communications North America to oversee all financial aspects related to a given client or group of clients **Responsibilities** . Work with … more
- Bank of America (New York, NY)
- …- from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions ... Financial Solutions Advisor Registration Candidate - Manhattan South...financial services industry or sales experience **Skills** + Client Experience Branding + Client Solutions Advisory… more
- Bank of America (Brooklyn, NY)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions to help… more
- Edward Jones (New York, NY)
- …unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- Bank of America (New York, NY)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management… more